Investment Calculators
Analyze investments with key financial metrics. Essential tools for investors and financial analysts.
Return on Investment (ROI)
Calculate the profitability of an investment.
Compound Annual Growth Rate (CAGR)
Calculate the mean annual growth rate of an investment over a specified period longer than one year.
Annualized Return
Convert the return of an investment to an equivalent annual rate.
Absolute Return
Calculate the simple gain or loss of an investment, not annualized.
Total Return
Calculate the overall return including capital gains and income (dividends/interest).
Holding Period Return (HPR)
Calculate the total return on an asset or portfolio over the specific period it was held.
Price-to-Book (P/B) Ratio
Compare a company's market capitalization to its book value.
Price-to-Sales (P/S) Ratio
Compare a company's stock price to its revenues.
Using Per Share Data:
Enterprise Value (EV)
Calculate a company's total value, often used as a more comprehensive alternative to market cap.
EV/EBITDA Ratio
Assess company value relative to its earnings before interest, taxes, depreciation, and amortization.
PEG Ratio (Price/Earnings to Growth)
Compare a stock's P/E ratio to its earnings growth rate.
Value at Risk (VaR)
Estimate the maximum potential loss over a specified time horizon at a given confidence level (Parametric Method, assumes zero mean return).
Maximum Drawdown (MDD)
Calculate the largest peak-to-trough decline of an investment over a period.
Enter values in chronological order.
Capital Asset Pricing Model (CAPM)
Calculate the expected return of an investment based on its risk relative to the market.
Margin of Safety
Determine the difference between a stock's intrinsic value and its market price.