NCF(A) NCF(B) NCF(C) NCF(D) MARR = 10%
Initial investment $400,000 $400,000 $600,000 $300,000 LIFE = 10
Planning horizon 10 years 10 years 10 years 10 years
Annual receipts $205,000 $215,000 $260,000 $230,000
Annual disbursements $110,000 $125,000 $120,000 $150,000
Net annual revenues $95,000 $90,000 $140,000 $80,000
Salvage value $50,000 $50,000 $100,000 $50,000
ALT A B C D FEASIBLE? WHY NOT?
2 0 0 0 1 NO D CONTINGENT ON B
4 0 0 1 1 NO D CONTINGENT ON B
7 0 1 1 0 NO EXCEEDS BUDGET LIMIT
8 0 1 1 1 NO EXCEEDS BUDGET LIMIT
10 1 0 0 1 NO D CONTINGENT ON B
11 1 0 1 0 NO A&C MUTUALLY EXCLUSIVE
12 1 0 1 1 NO A&C MUTUALLY EXCLUSIVE
13 1 1 0 0 NO EXCEEDS BUDGET LIMIT
14 1 1 0 1 NO EXCEEDS BUDGET LIMIT
15 1 1 1 0 NO EXCEEDS BUDGET LIMIT
16 1 1 1 1 NO EXCEEDS BUDGET LIMIT
EOY NCF(1) NCF(3) NCF(5) NCR(6) NCF(9) NCF(9-1) NCF(3-9) NCF(6-3)
0$0 -$600,000 –$400,000 -$700,000 -$400,000 -$400,000 -$200,000 -$100,000
1$0 $140,000 $90,000 $170,000 $95,000 $95,000 $45,000 $30,000
2$0 $140,000 $90,000 $170,000 $95,000 $95,000 $45,000 $30,000
3$0 $140,000 $90,000 $170,000 $95,000 $95,000 $45,000 $30,000
4$0 $140,000 $90,000 $170,000 $95,000 $95,000 $45,000 $30,000
5$0 $140,000 $90,000 $170,000 $95,000 $95,000 $45,000 $30,000
6$0 $140,000 $90,000 $170,000 $95,000 $95,000 $45,000 $30,000
7$0 $140,000 $90,000 $170,000 $95,000 $95,000 $45,000 $30,000
8$0 $140,000 $90,000 $170,000 $95,000 $95,000 $45,000 $30,000
9$0 $140,000 $90,000 $170,000 $95,000 $95,000 $45,000 $30,000
10 $0 $240,000 $140,000 $270,000 $145,000 $145,000 $95,000 $30,000
STEP 2: CALCULATE IRR(9-1)
IRR(9-1) = 20.454% =IRR(H29:H39)
STEP 3: IS IRR(9-1) > MARR? IF SO, CALCULATE IRR(3-9); IF NOT, CALCULATE IRR(3)
IRR(3-9) = 19.545% =IRR(I29:I39)
STEP 4: IS IRR(3-9) > MARR? IF SO, CALCULATE IRR(6-3); IF NOT, CALCULATE IRR(6-9)
IRR(6-3) = 27.320% =IRR(J29:J39)
IRR(6) = 21.169% =IRR(F29:D39)
IRR(3-9) = 19.545% =RATE(I4,E8-C8,-E4+C4,E9-C9)
IRR(6-3) = 26.845% =RATE(10,2.958875,-10)
NOTICE, IF THE INCREMENTAL NET ANNUAL REVENUE WERE $28,588.75 , INSTEAD OF $30,000, THE RATE FUNCTION YIELDS A
IRR(9-1) = 20.454% > MARR = 10%. CALCULATE IRR(3-9).
CALCULATE IRR FOR THE RECOMMENDED INVESTMENT.
EXAMINING THE NET CASH FLOWS, ALTERNATIVE 9 DOMINATES ALTERNATIVE 5. BOTH REQUIRE THE SAME INITIAL INVESTMENT
CONSIDER THE INVESTMENT ALTERNATIVES IN INCREASING ORDER OF THE INITIAL INVESTMENT: 1, 9, 3, 6.
IRR(3-9) = 19.545% > MARR = 10%. CALCULATE IRR(6-3).
NOTE: IN MANY CASES, EXCEL’S RATE FUNCTION CAN BE USED TO CALCULATE IRR. HOWEVER, THERE ARE INSTANCES IN
SINCE IRR(6-3) > MARR, RECOMMEND INVESTMENT ALTERNATIVE 6, WHICH IS THE COMBINATION OF
THIS IS A CASE WHERE IRR EXISTS, BUT EXCEL’S RATE FUNCTION CANNOT