Investing

Calculators  →  Investing

Annual Percentage Yield, APY

Allows you to simplify the comparison of profitability for annual compound interest with different income accrual intervals (when interest is accrued several times a year at the annual compound interest rate)

Bid-Ask Spread

The bid ask spread formula is the difference between the asking price and bid price of a particular investment. The bid ask spread may be used for various investments and is primarily used in investments that sell on an exchange.
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Book Value per Share, BVPS

The book value per share formula is used to calculate the per share value of a company based on its equity available to common shareholders. The term "book value" is a company's assets minus its liabilities and is sometimes referred to as stockholder's equity, owner's equity, shareholder's equity, or simply equity.

CAGR, Compound Annual Growth Rate

Calculator and formula for calculating CAGR, average annual growth rate

Capital Asset Pricing Model, CAPM

The capital asset pricing model provides a formula that calculates the expected return on a security based on its level of risk.

Capital Gains Yield

The formula for the capital gains yield is used to calculate the return on a stock based solely on the appreciation of the stock. The formula for capital gains yield does not include dividends paid on the stock, which can be found using the dividend yield.
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Contribution Margin

The formula for contribution margin is the sales price of a product minus its variable costs. In other words, calculating the contribution margin determines the sales amount left over after adjusting for the variable costs of selling additional products.

Current Ratio

The Current Ratio provides a calculable means to determining a company's liquidity in the short term.

Current Yield

Current yield is a bond's annual return based on its annual coupon payments and current price (as opposed to its original price or face).
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Debt to Equity Ratio, D/E

Used to measure a company's ability to handle its long term and short term obligations.

Earnings Per Share, EPS

The formula for earnings per share, or EPS, is a company's net income expressed on a per share basis

Estimated Earnings, EE

The formula for estimated earnings is forecasted sales minus forecasted expenses

Future Value Factor, FVF

The formula for the future value factor is used to calculate the future value of an amount per dollar of its present value
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Gordon growth model calculator

Gordon Model is used to determine the current price of a security. The Gordon model assumes that the current price of a security will be affected by the dividends, the growth rate of the dividends, and the required rate of return by shareholders. Use the Gordon Model Calculator below to solve the formula.
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Growing Annuity Payment from Future Value, GAP from FV

The growing annuity payment formula using future value is used to calculate the first cash flow or payment of a series of cash flows that grow at a proportional rate

Interest Coverage Ratio, ICR

The formula for the interest coverage ratio is used to measure a company's earnings relative to the amount of interest that it pays
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Payback Period, PP

The payback period formula is used to determine the length of time it will take to recoup the initial amount invested on a project or investment

Price to Book Value, P/BV

Used to compare a company's net assets available to common shareholders relative to the sale price of its stock
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Price to Earnings Ratio, P/E

The price to earnings ratio is used as a quick calculation for how a company's stock is perceived by the market to be worth relative to the company's earnings

Price to Sales Ratio, P/S

The formula for price to sales ratio, sometimes referenced as the P/S Ratio, is the perceived value of a stock by the market compared to the revenues of the company
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Quick Ratio

The Quick Ratio is used for determining a company's ability to cover its short term debt with assets that can readily be transferred into cash, or quick assets
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Receivables Turnover Ratio

The receivables turnover ratio formula , sometimes referred to as accounts receivable turnover, is sales divided by the average of accounts receivables
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Return on Assets, ROA

The return on assets formula looks at the ability of a company to utilize its assets to gain a net profit

Return on Equity, ROE

The formula for return on equity, sometimes abbreviated as ROE, is a company's net income divided by its average stockholder's equity