Loading...
43 tools
The Beta Stock Calculator estimates systematic risk by comparing a stock’s movement to a benchmark index. It includes practical interpretation ranges (beta above, below, or near 1) and worked examples for investors. The tool is offered free to use directly in browser.
Our cost of capital calculator helps you determine how the cost of equity and debt impact a company's overall capital costs.
The EBITDA multiple calculator computes the EBITDA multiple, a ratio based on enterprise value and EBITDA, used to measure a company's value.
The market capitalization calculator helps you calculate the market value of a company's outstanding shares.
Return on equity calculator is a tool that helps you calculate ROE — a popular business ratio that informs us how profitable a company is in generating profit from its equity.
Return on assets calculator is a tool that helps you calculate ROA – a business ratio that informs us about the profitability of a company in generating profit from its assets.
The dividend payout ratio calculator is a quick tool that can indicate how realistic is the current dividend payment, giving an insight into sustainability through time.
Decompose ROE using 3-factor and 5-factor DuPont analysis. Identify whether profitability, efficiency, or leverage drives returns.
Calculate enterprise value with EV/EBITDA and EV/Revenue multiples. Includes net debt analysis and sector benchmarks.
Determining the true worth of a stock is a fundamental challenge for any value investor. The Intrinsic Value Calculator provides a streamlined way to estimate a company's fair value by applying an earnings growth model. By inputting current earnings per share, expected growth rates, and a terminal price-to-earnings ratio, investors can move beyond surface-level market prices to see what a business might actually be worth over the long term. The calculator incorporates a margin of safety analysis, allowing users to account for uncertainty and minimize potential downside risk. This approach helps both seasoned analysts and retail investors make more informed decisions by quantifying the gap between a stock's current market price and its projected valuation. Whether evaluating a new opportunity or reviewing an existing portfolio, this tool offers a disciplined framework for objective financial assessment.
Investors and financial analysts use the PEG Ratio Calculator to evaluate the relative value of a stock while accounting for its expected earnings growth. By dividing the price-to-earnings (P/E) ratio by the annual earnings per share (EPS) growth rate, the calculator provides a more complete picture of valuation than the P/E ratio can offer on its own. It helps users determine whether a stock’s current market price is justified by its projected expansion. The calculator incorporates a Peter Lynch interpretation guide to assist investors in benchmarking their results against classic valuation standards. It also features growth sensitivity analysis, allowing users to see how different earnings forecasts impact the final ratio. This level of detail supports more informed decision-making when comparing companies across various industries, ensuring that high valuation multiples are backed by robust future earnings performance.
The CAPM calculator (capital asset pricing model) aims to determine the expected return of a particular asset or investment.
Our carried interest calculator can help you to find the carry distributions based on fund performance.
Earnings per share calculator finds the value of each of the company's outstanding shares.
Margin of safety calculator helps you determine the number of sales that surpass a business' breakeven point
Our maturity value calculator helps you calculate the final investment value at the end of an investment.
Our NAV calculator can help you analyze the value of investment funds by calculating their net asset value.
WACC calculator finds the weighted average cost of capital for your company.
Calculate annual dividend income from shares with payment frequency and tax analysis. See quarterly income and dividend yield.
Managing investment risk requires understanding how a collection of assets moves in relation to the broader market. This calculator simplifies the process of determining a portfolio's weighted beta by allowing investors to input individual holdings, their weights, and their specific beta coefficients. By aggregating these components, the tool provides a clear picture of how sensitive an investment strategy is to market fluctuations. Investors use these insights to balance exposure according to their risk tolerance. Beyond the raw numerical output, the tool classifies the overall risk level, helping users identify if their holdings are more or less volatile than the benchmark. This analysis is essential for hedging against market downturns or seeking to maximize returns through strategic asset allocation. Whether building a retirement account or managing a high-growth fund, this utility serves as a vital resource for quantitative portfolio management. It bridges the gap between raw financial data and actionable strategy, ensuring traders can maintain a precise level of market exposure.
The earnings per share growth calculator is a must-to-have tool in your investment strategy that can help you analyze the profit growth process of your company.
Our free float calculator helps you calculate the number of shares available to the public for a company's trading.
The operating cash flow ratio calculator is a quick tool that will allow you to gauge how well the operating cash flow covers its up-to-12 month-liabilities, also known as current liabilities.
The ROIC calculator finds the return on invested capital, which measures how profitable a company is at generating income from shareholders' investments.