Investing & valuation
Investing and valuation calculators
Measure returns and value assets with ROI, CAGR, NPV, DCF, WACC, yield to maturity and options pricing, plus real estate metrics like cap rate.
19 calculators
Cap Rate Calculator
Free cap rate calculator: NOI, property value, reverse cap rate, NOI build-up, benchmarks, CSV/PDF export.
- Cap rate calculator
- Capitalization rate calculator
CAGR Calculator
Free CAGR calculator, compound annual growth rate from start/end values, project future value, growth chart, and CSV/PDF export.
- CAGR calculator
- Compound annual growth rate calculator
ROI Calculator
Free ROI calculator, return on investment %, annualized ROI, required return solver, invested vs profit chart, CSV/PDF export.
- ROI calculator
- Return on investment calculator
Rate of Return Calculator
Free rate of return calculator with annualized return, formulas, and examples. Start/end balances or level contributions; live results and CSV/PDF export.
- Rate of return calculator
- Annualized return calculator
DCF Calculator
Free discounted cash flow (DCF) calculator, two-stage forecast, Gordon terminal value, custom yearly cash flows, PV schedule, optional equity per share, CSV/PDF export.
- DCF calculator
- Discounted cash flow calculator
NPV Calculator
Free NPV calculator and formula, net present value from even or uneven yearly cash flows, 5-year examples, discount rate, present value schedule, accept/reject verdict, Excel formula, export.
- NPV calculator
- Net present value calculator
Market Cap Calculator
Free market cap calculator, share price × shares outstanding, reverse solve, size tiers, formula card, CSV/PDF export.
- Market cap calculator
- Market capitalization calculator
Real Estate Appreciation Calculator
Free real estate appreciation calculator. 3 modes (project value, implied rate, historical CAGR), inflation-adjusted return, optional mortgage equity, chart, CSV/PDF.
- Real estate appreciation calculator
- Home appreciation calculator
EBITDA Calculator
Free EBITDA calculator, net income or operating profit paths, EBITDA margin %, step breakdown, industry context, CSV/PDF export.
- EBITDA calculator
- EBITDA formula
Yield to Maturity Calculator
Free yield to maturity calculator, exact bond YTM, approximate formula, current yield, zero-coupon bonds, cash-flow schedule, CSV/PDF export.
- Yield to maturity calculator
- Bond yield to maturity calculator
WACC Calculator
Free WACC calculator: WACC formula, breakdown table, CAPM helper, preferred stock, Excel layout, CSV/PDF export.
- WACC calculator
- Weighted average cost of capital calculator
Intrinsic Value Calculator
Free stock intrinsic value calculator: Graham formula, two-stage DCF, margin of safety, fair value breakdown, CSV/PDF export.
- Intrinsic value calculator
- Stock intrinsic value calculator
Investment Calculator
Free investment calculator, project growth, solve contributions or return rate, chart and yearly table, CSV/PDF export.
- investment calculator
- investment growth calculator
Black–Scholes Calculator
Free Black–Scholes calculator for European call and put options, theoretical prices, Greeks (Delta, Gamma, Theta, Vega, Rho), intrinsic vs time value, CSV/PDF export.
- Black Scholes calculator
- Option pricing calculator
Basis Points to Percent Calculator
Convert basis points to percentage or percent, live bps, %, and decimal sync, rate-change mode, chart, and free CSV/PDF export.
- Basis points to percent
- Basis points calculator
P/E Ratio Calculator
Free P/E ratio calculator, price ÷ EPS, earnings yield, fair value from target P/E, solve missing variable, CSV/PDF export.
- P/E ratio calculator
- Price to earnings ratio calculator
Stock Average Calculator
Free stock average calculator, weighted average share price and cost basis from multiple buys, optional P/L, purchase table, CSV/PDF export.
- Stock average calculator
- Cost basis calculator
Margin of Safety Calculator
Free stock margin of safety calculator: MOS formula, % and dollars from fair value vs price, target max buy price, CSV/PDF export.
- Margin of safety calculator
- Margin of safety formula
Mutual Fund Calculator
Free mutual fund return calculator, project ending balance after sales loads and expense ratio, net IRR, gross vs net growth, lump sum or monthly contributions, CSV/PDF export.
- Mutual fund calculator
- Investment
Frequently asked questions about investing and valuation calculators
What is the difference between ROI and CAGR?
ROI is the total gain relative to cost. CAGR expresses growth as a smoothed annual rate, which makes investments of different lengths comparable.
What do NPV and DCF tell me?
Both discount future cash flows to today's value. A positive NPV means an investment returns more than the required discount rate.
Is this financial advice?
No. These tools do the math on your inputs. They do not recommend investments.