CAGR Compound Annual Growth Rate Calculator
Calculates compound annual growth rate (CAGR) from starting value, ending value, and number of years.
Loans, investing, and the math behind everyday money decisions.
Run the numbers on mortgages, loans, credit cards, investments, and retirement — with transparent formulas and editable assumptions.
Calculates compound annual growth rate (CAGR) from starting value, ending value, and number of years.
Calculates the Sharpe ratio of a portfolio from its return, risk-free rate, and standard deviation of returns.
Calculates European call/put prices: C = S·N(d₁) − K·e^(−rT)·N(d₂); P = K·e^(−rT)·N(−d₂) − S·N(−d₁), using a rational ap...
Calculates Net Present Value of up to five future cash flows discounted at a required return rate, minus initial investm...
Uses the Rule of 72 to estimate the number of years required to double an investment at a given annual interest rate, an...
Calculates the P/E ratio = stock price / EPS, the earnings yield (EPS / price × 100%), and the implied earnings growth r...
Compute the real (inflation-adjusted) rate of return from a nominal return and an inflation rate, using the exact Fisher...
Calculates the Treynor ratio using portfolio return, risk-free rate, and portfolio beta to measure reward per unit of ma...
Calculates the simple payback period from initial investment and equal annual cash inflows, plus discounted payback with...
Prices a European call/put option using a one-step binomial tree. Up factor u, down factor d = 1/u, risk-neutral probabi...
Forward earnings yield = forward EPS / current stock price × 100%. Compares earnings yield to bond yield to assess relat...
Compute the future value of a series of equal periodic contributions earning a constant rate.
Calculates portfolio beta as the weighted average of individual asset betas from their portfolio weights and individual...
Calculates net investment profit after applying a capital gains tax rate. Shows gross profit, tax owed, net profit, and...
Compute the present value of a series of equal periodic payments to be received in the future, at a chosen discount rate...
Retention ratio b = (EPS − DPS) / EPS = 1 − payout ratio. Higher retention means more reinvestment for growth.
Calculates the Price-to-Book ratio and intrinsic value estimate from share price, total equity, and shares outstanding.
Calculates Information Ratio = (Portfolio return − Benchmark return) / Tracking error (annualised standard deviation of...
Calculates the Calmar ratio = annualised return / |maximum drawdown|. Used to assess risk-adjusted performance for trend...
Calculates Enterprise Value from market cap, debt, and cash, then computes the EV/EBITDA valuation multiple.
Calculates Jensen's alpha = R_portfolio − [R_f + β(R_m − R_f)]. Positive alpha indicates outperformance beyond what CAPM...
Calculates the intrinsic stock value using the Gordon Growth Model (Dividend Discount Model) from the next dividend, req...
Convert a nominal annual rate compounded m times per year into the effective annual rate (EAR) you actually earn or pay.
Calculates the cost of equity using the Capital Asset Pricing Model: r_e = R_f + β × (R_m − R_f), where R_f is the risk-...