Now, to develop an example that can be presented to PizzaPalace’s management to illustratethe effects of financial leverage, consider twohypothetical firms: Firm U, which uses no debtfinancing, and Firm L, which uses $10,000 of 12%debt. Both firms have $20,000 in assets, a 40%tax rate, and an expected EBIT of $3,000.

Essentials Of Investments
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ISBN:9781260013924
Author:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Publisher:Bodie, Zvi, Kane, Alex, MARCUS, Alan J.
Chapter1: Investments: Background And Issues
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Now, to develop an example that can be presented to PizzaPalace’s management to illustrate
the effects of financial leverage, consider two
hypothetical firms: Firm U, which uses no debt
financing, and Firm L, which uses $10,000 of 12%
debt. Both firms have $20,000 in assets, a 40%
tax rate, and an expected EBIT of $3,000.

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