Equity Investment calculators
40 calculators Dividend Calculator Project dividend income, yield, and reinvested (DRIP) growth over time. Model dividend growth, share price appreciation, tax, contributions, and yield on cost.
Open Dividend Payout Ratio Calculator Find the dividend payout ratio from totals, per share (DPS/EPS), or free cash flow. See the retention ratio, dividend yield, and sustainable growth rate with steps.
Open Dividend Yield Calculator Find a stock dividend yield from any payment frequency, plus annual income for your shares, yield on cost, and the price or dividend needed for a target yield.
Open PEG Ratio Calculator Find the PEG ratio from price and EPS or a P/E directly, derive growth from ROE, add dividend yield for a PEGY ratio, and see if a stock looks cheap or pricey.
Open Return on Assets (ROA) Calculator Calculate return on assets from net income and total or average assets. Get operating ROA, the DuPont split into profit margin and asset turnover, with benchmarks.
Open Return on Equity (ROE) Calculator with DuPont Breakdown Calculate return on equity from net income and shareholder equity, use average equity, subtract preferred dividends, run a DuPont 3-step breakdown, or solve in reverse.
Open Beta Stock Calculator Calculate a stock beta from historical prices using the covariance/variance formula, then use it in the CAPM model to find the required return. Free, instant, no signup.
Open CAPM Calculator - Capital Asset Pricing Model Calculate expected return, beta, risk-free rate, or market return using the Capital Asset Pricing Model. Includes Security Market Line chart and step-by-step math.
Open Carried Interest Calculator Calculate GP carried interest, LP preferred return, and the full four-tier waterfall distribution for private equity and venture capital funds. Free and instant.
Open Cost of Equity Calculator Calculate the cost of equity using CAPM, the dividend discount model, or bond yield plus risk premium. Four methods, step-by-step workings, instant results.
Open Dividend Discount Model Calculator Estimate a stock's intrinsic value using the Gordon Growth, two-stage, or reverse DDM. Includes CAPM cost of equity, a sensitivity gauge, and a 20-year dividend chart.
Open DuPont Analysis Calculator Break down Return on Equity with the 3-factor or 5-factor DuPont model. Calculate net profit margin, asset turnover, equity multiplier, ROA, and ROE instantly.
Open Earnings Per Share (EPS) Calculator Calculate basic and diluted EPS instantly. Enter net income, preferred dividends, and share counts to see earnings per share with a full step-by-step breakdown.
Open Earnings Per Share Growth Calculator Calculate EPS growth rate (CAGR) and total growth instantly. Enter starting EPS, ending EPS, and years to get a full projection table and year-by-year chart.
Open EBITDA Multiple Calculator Calculate the EV/EBITDA multiple from enterprise value components, or reverse-solve the implied enterprise value from a target multiple. Includes industry benchmarks.
Open Economic Value Added (EVA) Calculator Calculate Economic Value Added (EVA) from NOPAT, invested capital and WACC. See the capital charge, ROIC spread, value-creation verdict, and a multi-year EVA chart.
Open Enterprise Value Calculator Calculate enterprise value from market cap, debt, cash, minority interest, and preferred shares. Get EV, net debt, equity value bridge, and EV/EBITDA and EV/Revenue multiples.
Open EV to Sales Calculator Calculate the EV/Sales ratio instantly. Enter market cap, debt, cash, preferred shares, minority interest and revenue to get enterprise value and the multiple.
Open Free Float Calculator Calculate free float shares, free float percentage, and float-adjusted market cap instantly. Includes a classification band, worked steps, and investor context.
Open Graham Number Calculator Calculate the Graham Number from EPS and book value per share. See fair value, margin of safety, P/E and P/B checks, and whether a stock is undervalued or overpriced.
Open Intrinsic Value Calculator Calculate a stock's intrinsic value using the Benjamin Graham formula or a DCF model. Get margin of safety, upside potential, and a year-by-year cash flow breakdown.
Open Margin of Safety Calculator Calculate margin of safety for value investing or break-even analysis. Enter intrinsic value vs stock price, or use the EPS growth model to find your sticker price.
Open Market Capitalization Calculator Calculate a company's market capitalization instantly. Enter share price and shares outstanding to get market cap, size tier, and enterprise value.
Open Maturity Value Calculator Calculate the maturity value of a fixed deposit, CD, or bond with simple or compound interest. Shows total interest earned and a year-by-year growth chart.
Open NAV Calculator - Net Asset Value Calculate net asset value (NAV) per share for mutual funds and ETFs. Enter total assets, liabilities, expense ratio, and shares outstanding for an instant result.
Open Operating Cash Flow Ratio Calculator Calculate the operating cash flow ratio instantly. Enter operating cash flow and current liabilities to see how well your business covers short-term obligations.
Open Portfolio Beta Calculator Calculate your portfolio beta instantly. Enter up to 8 holdings with their beta and weight. See risk category, market sensitivity, and a full worked example.
Open Price-to-Book Ratio Calculator Calculate the P/B ratio from share price and book value, or from total equity and shares outstanding. Includes tangible book value mode and sector benchmarks.
Open Price to Cash Flow Ratio Calculator Calculate the P/CF ratio from share price and cash flow per share, or from market cap and total OCF. Includes cash flow yield, sector benchmarks, and step-by-step math.
Open Price-to-Earnings Ratio Calculator Calculate trailing or forward P/E ratio, earnings yield, PEG ratio, and implied stock price. Free online calculator with step-by-step math and reference table.
Open Price to Sales Ratio Calculator Calculate the price-to-sales ratio using share price, market cap, or per-share revenue. Includes TTM and forward modes, industry benchmarks, and full worked steps.
Open Residual Income Calculator Calculate residual income, equity charge, and intrinsic equity value using the Residual Income Valuation Model. Two modes: corporate and managerial project analysis.
Open Retention Ratio Calculator Calculate the retention ratio (plowback ratio) from net income and dividends. Get payout ratio, retained earnings, sustainable growth rate, and an earnings breakdown.
Open Return on Sales Calculator Calculate Return on Sales (ROS) from revenue, COGS and operating expenses. See your operating margin, profit breakdown, and how you compare to industry benchmarks.
Open ROIC Calculator: Return on Invested Capital Calculate Return on Invested Capital (ROIC) from EBIT, tax rate, debt, equity, and cash. Compare ROIC vs. WACC to judge value creation instantly.
Open Stock Average Calculator (Cost Basis) Calculate your weighted-average cost basis across up to 5 stock purchases, with commissions, break-even price, and unrealized profit or loss. Free and instant.
Open Stock Profit and Loss Calculator Calculate stock profit or loss, ROI, break-even price, and after-tax gain. Supports buy and sell commissions, capital gains tax, and short selling.
Open Sustainable Growth Rate Calculator Calculate your company's sustainable growth rate (SGR) and internal growth rate (IGR) using net income, dividends, equity, and assets. Includes a DuPont breakdown of ROE.
Open Unlevered Beta Calculator Calculate unlevered (asset) beta from levered equity beta using the Hamada equation. De-lever or re-lever beta for any capital structure in seconds.
Open WACC Calculator (Weighted Average Cost of Capital) Calculate your company's WACC instantly. Enter equity, debt, and tax inputs to get the weighted average cost of capital with a full component breakdown.
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