If company A has ROE of 10% and Company B has ROE of 20%, who should acquire who in an all stock deal to make it accretive?

If company A has ROE of 10% and Company B has ROE of 20%, who should acquire who in an all stock deal to make it Accretive?

Thank you

2 Comments
 
Best Response

ROE = Net Income/Book Value. To get to a P/E ratio, which is usually the way we would assess a simple all-stock deal, we would divide our ROE by Share Price/Book Value, so this question depends on the value of share price and book value.

A simpler though inaccurate way to do this would be to simply say P/E is the inverse of ROE, which isn't really right because P/E is market value-dependent while Book Value frequently has nothing to do with market value. This would give us P/E values of 10 and 5 (1/10 to 10/1 and 1/5 to 5/1). Looking at it this way, we say A wants to buy B in an all stock deal.

 

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