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Accretion / Dilution Animator

The single most-asked M&A interview question, “is this deal accretive or dilutive?”, as a live model. Move the sliders and watch the combined earnings per share flip from green to red in real time, so the intuition finally sticks.

The deal
Pro-forma EPS impact
+1.5%
ACCRETIVE
The combined company earns more per share than the acquirer did alone. Raise the premium or pay more in stock to find the point where it stops.
$1.00
Acquirer alone
$1.01
Combined
Rule of thumb: an all-stock deal at no premium is accretive whenever the acquirer’s P/E is above the target’s. Premium, cash/debt cost and dilution from new shares all chip away at that. Drag the sliders and watch the bar flip.
What is driving the result. Figures are scaled so the acquirer earns 100 and has 100 shares before the deal.
P/E gap (acquirer minus target)
5x
acquirer’s P/E is higher ✓

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New shares issued
28.1
on top of the acquirer\u2019s 100

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After-tax financing cost
0.0
taken off the acquirer\u2019s 100 of earnings

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Offer value
563
vs acquirer earnings of 100

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Got the intuition? Build the full merger model, real financials, financing waterfall, synergies phase-in and graded exercises, with L3VLUP Pro.Go deeper