Investment & Valuation

Make data-driven investing decisions with our Investment & Stock Calculators. These tools help you evaluate returns on investments, analyze project viability, and even value stocks. From basic ROI calculations to advanced stock valuation models, you can plan and optimize your portfolio like a pro investor.

Optimize Your Investment Outcomes

Investors and finance professionals often rely on calculators to simplify complex formulas. In fact, high-demand tools like compound interest calculators (~536,000 searches per month) and generic investment calculators (~301,000 searches per month) are evidence of how many people seek help with investment math. Our Investment & Stock calculators bundle a wide range of financial models so you can assess opportunities and risks with confidence.
  • Assess returns on investment: Calculate the profitability of investments using ROI (Return on Investment) and ROIC (Return on Invested Capital) calculators. These metrics show how effectively money is being put to work, whether you’re evaluating a stock purchase or a business project.
  • Evaluate project viability: Project cash flow outcomes with tools like Net Present Value (NPV) and Internal Rate of Return (IRR/XIRR). You can also use the Modified IRR (MIRR) for projects with unconventional cash flows. Supplement these with Payback Period and Profitability Index calculators to determine how quickly an investment pays back and the relative desirability of projects.
  • Value stocks and investments: Estimate a stock’s intrinsic value using dividend-based models. The Gordon Growth Model and Multi-Stage Dividend Discount Model calculators help you determine what a stock should be worth based on expected dividend growth. For risk assessment, the Altman Z-Score Calculator computes a company’s bankruptcy risk score, which is especially useful for investors analyzing corporate bonds or stocks.
  • Determine cost of capital: Understand your required returns and financing costs. The WACC Calculator (Weighted Average Cost of Capital) gives insight into a company’s blended cost of funds. You can break this down further with a Cost of Equity Calculator (via the CAPM model) to see the return stock investors expect, and a Cost of Debt Calculator to measure after-tax borrowing costs. These help in evaluating investment hurdles and a firm’s financial health.
  • Compare rates and growth factors: Use the Effective Annual Rate (EAR) Calculator to convert nominal interest rates into the true annual rate accounting for compounding – handy for comparing different investment or loan offerings. The Interest Rate Parity Calculator lets currency investors check if interest rate differentials between countries are reflected in exchange rates (ensuring no arbitrage). Additionally, a PVIFA Calculator (Present Value Interest Factor of Annuity) provides the factor to easily compute present values of annuity streams, useful in pricing bonds or planning retirement withdrawals.