Share-Based Payment > Best Practice Series |
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ESO Valuation
Disclosure - Dow 30 for FY2011 |
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www.fintools.com |
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Expected |
Contractual |
Expected |
Vesting |
ESO Fair |
Exercise |
Forfeiture |
Valuation |
Granted |
Interest |
Dividend |
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Symbol |
Company Name |
HQ |
Auditor |
Volatility |
Term (y) |
Term (y) |
Period (y) |
Value ($) |
Multiple |
Rate |
Model |
(millions) |
Rate |
Yield |
Comments |
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AA |
Alcoa Inc. |
PA |
PwC |
43.00% |
10 |
5.8 |
3 |
4.96 |
1.45 |
5.00% |
Lattice SOEF |
4.500 |
3.44% |
0.90% |
Exp Vola range 36-43%; Exer Multiple based on hist avg;
Int Rate range 0.19-3.44% |
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AXP |
American Express Company |
NY |
PwC |
40.00% |
10 |
6.2 |
4 |
16.21 |
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B-S-M |
1.197 |
2.30% |
1.60% |
Exp Vola based on hist and implied vola |
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BA |
The Boeing Company |
IL |
Deloitte |
29.80% |
10 |
6.0 |
3 |
17.96 |
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Black-Scholes |
5.659 |
2.50% |
2.30% |
Exp Vola based on hist and implied vola; Exp Term SAB 110 |
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BAC |
Bank of America Corporation |
NC |
PwC |
- |
- |
- |
- |
- |
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- |
- |
- |
No options granted since 2008 |
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CAT |
Caterpillar Inc. |
IL |
PwC |
32.70% |
10 |
8.0 |
3 |
36.73 |
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Lattice SOEF |
2.960 |
3.51% |
2.20% |
Exp Vola range 20.9-45.4%; Int Rate range 0.25-3.51%; Exp
Term b/o hist data |
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CSCO |
Cisco Systems, Inc. |
CA |
PwC |
- |
- |
- |
- |
- |
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- |
- |
- |
- |
No ESOs granted in 2011, used lattice-binomial model for
prev FV calc |
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CVX |
Chevron Corporation |
CA |
PwC |
31.00% |
10 |
6.2 |
3 |
21.24 |
|
|
Black-Scholes |
14.260 |
2.60% |
3.60% |
Exp Vola based on hist vola; Exp Term based on hist exer
and post-vest cancellation |
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DD |
E.I. du Pont de Nemours and Co |
DE |
PwC |
33.26% |
7 |
5.3 |
3 |
12.32 |
|
|
Black-Scholes |
3.739 |
2.30% |
3.20% |
Exp Vola based on hist daily vola; Exp Term is based on
hist experience |
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DIS |
The Walt Disney Company |
CA |
PwC |
28.00% |
10 |
- |
4 |
10.96 |
1.40 |
2.50% |
Lattice SOEF |
11.000 |
3.20% |
1.15% |
Exp Vola based on hist and implied vola |
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GE |
General Electric Company |
CT |
KPMG |
30.00% |
10 |
7.7 |
5 |
4.00 |
|
|
Black-Scholes |
105.944 |
2.60% |
3.90% |
Exp Vola based on hist and implied vola; Dividend Yield
based on 5-year hist avg |
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HD |
The Home Depot, Inc. |
GA |
KPMG |
27.30% |
10 |
5.0 |
4 |
7.42 |
|
|
Black-Scholes |
3.236 |
2.00% |
2.70% |
Provides both incentive and non-qualified stock options |
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|
HPQ |
Hewlett-Packard Company |
CA |
E&Y |
41.00% |
8 |
5.3 |
4 |
7.85 |
|
|
Black-Scholes |
18.804 |
1.20% |
1.97% |
Expected Vola based on implied; Exp Term based on hist
data and post-vest behavior |
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|
IBM |
International Business Machines |
NY |
PwC |
- |
- |
- |
- |
- |
|
|
- |
- |
- |
- |
ESOs not granted for the past 3 yrs, outstanding ESOs
valuated with B-S |
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|
INTC |
Intel Corporation |
CA |
E&Y |
27.00% |
7 |
5.4 |
4 |
3.91 |
|
|
Black-Scholes |
14.700 |
2.20% |
3.40% |
Exp Vola based on implied vola; Exp Term based on hist
option exercise data |
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|
JNJ |
Johnson & Johnson |
NJ |
PwC |
18.20% |
10 |
6.0 |
4 |
7.47 |
|
|
Black-Scholes |
9.530 |
2.41% |
3.60% |
Exp Vola 4-yr daily hist vola, 5-week avg implied vola of
2-yr opts; Exp Term hist exp |
|
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|
|
JPM |
JP Morgan Chase & Co. |
NY |
PwC |
34.00% |
10 |
6.5 |
5 |
13.04 |
|
|
Black-Scholes |
15.300 |
2.58% |
2.20% |
Granted (ESOs and SARs), Exp Vola based on implied vola;
Exp Term hist exp |
|
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KFT |
Kraft Foods Inc. |
IL |
PwC |
18.92% |
10 |
6.0 |
3 |
3.84 |
|
|
Black-Scholes |
16.320 |
2.34% |
3.72% |
Exp Vola based on hist vola |
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KO |
The Coca-Cola Company |
GA |
E&Y |
19.00% |
10 |
5.0 |
4 |
9.28 |
|
|
B-S-M |
26.000 |
2.30% |
2.70% |
Exp Vola based on hist and implied vola; Exp Term based
on hist exer behavior |
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MCD |
McDonald's Corporation |
IL |
E&Y |
21.50% |
10 |
6.3 |
4 |
12.18 |
|
|
Closed-Form |
3.900 |
2.80% |
3.20% |
Exp Vola based on hist vola; Exp Term based on historical
trends |
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MMM |
3M Company |
MN |
PwC |
22.00% |
10 |
6.0 |
3 |
16.10 |
|
|
Black-Scholes |
5.515 |
2.80% |
2.60% |
Exp Vola avg of hist vola (1-yr, rolling, exp life) and
implied vola; exp term from hist |
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MRK |
Merck & Co., Inc. |
NJ |
PwC |
23.40% |
10 |
7.0 |
3 |
5.39 |
|
|
Black-Scholes |
8.209 |
2.50% |
4.30% |
Exp Vola based on hist and implied vola; Contractual Term
range 7-10 yrs |
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MSFT |
Microsoft Corporation |
WA |
Deloitte |
- |
- |
- |
- |
- |
|
|
- |
- |
- |
- |
No ESOs granted in 2011 (including in conj with business
aquisition) |
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PFE |
Pfizer Inc. |
NY |
KPMG |
25.55% |
10 |
6.3 |
3 |
3.15 |
|
|
B-S-M |
66.850 |
2.59% |
4.14% |
Exp Vola uses hist and implied vola; Exp Term uses hist
exer and post-vest forf |
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PG |
The Procter & Gamble Company |
OH |
Deloitte |
16.00% |
10 |
8.8 |
3 |
11.09 |
|
|
Lattice SOEF |
29.141 |
3.40% |
2.40% |
Exp Vola range 14-18%; Int Rate range 0.3-3.7%; Exercise
behavior based on hist |
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T |
AT&T Inc. |
TX |
E&Y |
14.74% |
10 |
7.0 |
- |
1.57 |
|
|
Black-Scholes |
2.00 |
2.91% |
5.96% |
Exp Term based on historical exercise experience |
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TRV |
The Travelers Companies, Inc. |
NY |
KPMG |
28.20% |
10 |
6.0 |
3 |
12.94 |
|
|
Black-Scholes |
2.380 |
2.62% |
2.70% |
Exp Vola range 28-28.6%; Int Rate range 1.19-2.62%; Exp
Div range $1.44-1.64 |
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UTX |
United Technologies Corporation |
CT |
PwC |
26.00% |
10 |
8.0 |
3 |
20.26 |
|
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Binomial Lattice |
0.320 |
3.50% |
2.40% |
Exp Vola range 26-32%; Exp Term range 7.5-8.0 years; Int
Rate range 0.1-3.5% |
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VZ |
Verizon Communications Inc. |
NY |
E&Y |
- |
- |
- |
- |
- |
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- |
- |
- |
- |
No options granted since 2004, Outstanding options valued
with B-S |
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WMT |
Wal-Mart Stores, Inc. |
AR |
E&Y |
17.60% |
10 |
3.0 |
5 |
9.61 |
|
|
B-S-M |
2.042 |
1.30% |
2.90% |
Exp Vola based on hist vola; Exp Term based on hist
exercise and expiration activity |
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XOM |
Exxon Mobil Corporation |
TX |
PwC |
- |
- |
- |
- |
- |
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- |
- |
- |
- |
No options granted since 2003 |
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|
Average Calculations |
|
|
27.01% |
9.7 |
6.2 |
3.6 |
|
|
|
|
|
2.58% |
2.91% |
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Minimum |
|
|
14.74% |
7.0 |
3.0 |
3.0 |
|
|
|
|
|
1.20% |
0.90% |
|
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Maximum |
|
|
43.00% |
10.0 |
8.8 |
5.0 |
|
|
|
|
|
3.51% |
5.96% |
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Key |
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B-S-M: Black-Scholes-Merton |
Closed-Form: Model or formula similar to B-S-M |
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Hist Vola: Historical Volatility |
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SOEF: Sub Optimal Exercise Factor |
Exp Vola: Expected Volatilty |
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Exp Term: Expected Term |
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Source:
Company 10-K Reports for FY2011 |
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Prepared by:
Andrew Abrams, Daniel Crabtree and Scott Michaud, CEP |
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Date:
September 5, 2013 |
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© Montgomery
Investment Technology, Inc. |
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