Barclays DeckHard

An acquirer funds a deal entirely with debt costing 8% pre-tax (25% tax rate). The target is purchased at 12.5x P/E including the premium. Accretive or dilutive — and what's the general financing-cost rule?

Model answer

Accretive. The debt costs 8% x (1 - 0.25) = 6% after tax. The target's earnings yield at the price paid is 1/12.5 = 8%. Buying an 8% earnings yield with 6% after-tax money adds EPS. The general rule:…

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