How to Answer Breakeven Accretion/Dilution Questions

Breakeven accretion/dilution questions ask what must change for an acquisition to have no effect on the buyer’s earnings per share. The variable might be purchase price, stock issued, financing cost, or synergies. A strong answer starts with the EPS equation, identifies the changing variable, and solves for the point where pro forma EPS equals the buyer’s standalone EPS.

Author: Alex Johnson Updated 4 min read

Start with the meaning of breakeven

An acquisition is accretive when the buyer’s pro forma earnings per share, or EPS, exceeds its standalone EPS. It is dilutive when pro forma EPS is lower. At breakeven, the two are equal.

The governing equation is simple: pro forma net income divided by pro forma diluted shares outstanding must equal the buyer’s standalone net income divided by its standalone diluted shares. Your job is then to determine how the deal changes the numerator, the denominator, or both.

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