Maximum Beta Coefficient Calculation for Sun State Mining Inc.'s New Division | CFA® Level 1 Exam Prep

Maximum Beta Coefficient for Sun State Mining Inc.'s New Division

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Question

Sun State Mining Inc., an all-equity firm, is considering the formation of a new division, which will increase the assets of the firm by 50 percent. Sun State currently has a required rate of return of 18 percent, U.S. Treasury bonds yield 7 percent, and the market risk premium is 5 percent. If Sun State wants to reduce its required rate of return to 16 percent, what is the maximum beta coefficient the new division could have?

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Explanations

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A. B. C. D. E.

Explanation

Old assets = 1.0.New assets = 0.5.Total assets = 1.5.

Old required rate:New required rate:

18% = 7% + (5%)b16% = 7% + (5%)b

beta = 2.2.beta = 1.8.

New b must not be greater than 1.8, therefore

0.3333(b) = 0.3333

b = 1.0.

Therefore, beta of the new division cannot exceed 1.0.