Equity & Investment Calculators

All equity & investment calculators in one place.

Project the future value of a lump sum plus recurring monthly investments.

Calculate a stock's beta to measure its volatility relative to the market.

Calculate the weighted beta of an entire investment portfolio.

Calculate mutual fund NAV, portfolio net asset value, per-unit NAV, and premium or discount.

Estimate a stock's expected return using the Capital Asset Pricing Model.

Calculate the cost of equity using CAPM or the dividend growth model.

Calculate a company's weighted average cost of capital (WACC).

Calculate a fund manager's carried interest share of investment profits.

Project future dividend income from your share holdings and reinvestment.

Calculate a stock's dividend yield from its price and annual dividend.

Calculate what share of earnings a company pays out as dividends.

Estimate a stock's intrinsic value using the Dividend Discount Model.

Break down Return on Equity into margin, turnover, and leverage components.

Calculate residual income after covering the cost of invested capital.

Measure a company's ability to cover liabilities using operating cash flow.

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Calculate the Price/Earnings-to-Growth ratio to gauge valuation against growth.

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Calculate a stock's P/E ratio from its price and earnings per share.

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Calculate a stock's Price-to-Book ratio from market price and book value.

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Calculate a stock's Price-to-Cash-Flow ratio for valuation analysis.

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Calculate a stock's Price-to-Sales ratio from market cap and revenue.