Equity Investment Calculators

Dividend Calculator

Estimate dividend income, growth, taxes, and portfolio value

Dividend Discount Model Calculator

Estimate stock value using projected dividends and required returns

Dividend Payout Ratio Calculator

Measure dividends, earnings, retention and coverage for equity analysis

Dividend Yield Calculator

Estimate dividend yields and investment income from share ownership

Cost of Capital Calculator

Estimate WACC using debt, preferred stock, equity, and taxes

PEG Ratio Calculator

Measure valuation using earnings growth and price-to-earnings comparisons

Cost of Equity Calculator

Estimate required shareholder return using CAPM market risk assumptions

Unlevered Beta Calculator

Calculate asset beta by removing financial leverage effects

CAPM Calculator – Capital Asset Pricing Model

Estimate expected investment return using systematic market risk assumptions

Sustainable Growth Rate Calculator

Estimate reinvestment-driven growth from profitability and dividend retention

Carried Interest Calculator

Estimate carried interest, distributions, profits, and investor returns.

Free Float Calculator

Estimate publicly tradable shares, float percentage, and float market value

DuPont Analysis Calculator

Break down return on equity into margins, efficiency, and leverage

Earnings per Share Calculator

Calculate basic and diluted EPS from earnings and share data

Earnings Per Share Growth Calculator

Measure annualized and total growth in earnings per share

Beta Stock Calculator

Estimate stock beta and expected return using market relationships

EBITDA Multiple Calculator

Measure enterprise value relative to EBITDA for valuation analysis

Economic Value Added Calculator

Measure economic profit after capital costs using operating performance

NAV Calculator — Net Asset Value

Calculate net assets and NAV per share from fund financials

WACC Calculator (Weighted Average Cost of Capital)

Calculate financing costs and optimal capital structure using WACC

Residual Income Calculator

Measure shareholder value created beyond required equity return

Retention Ratio Calculator

Measure earnings retained after dividends for investment analysis

Return on Assets Calculator

Measure profitability and asset efficiency using financial performance data

Portfolio Beta Calculator

Estimate weighted portfolio risk from individual security betas

Return on Equity Calculator

Measure shareholder profitability using average equity and annual earnings

Return on Sales Calculator

Measure profitability by comparing net income with total sales revenue

Enterprise Value Calculator

Estimate enterprise value from equity, debt, ownership, and cash

Margin of Safety Calculator

Estimate downside protection and disciplined entry prices for stocks

Market Capitalization Calculator

Estimate company equity value from share price and shares

Intrinsic Value Calculator

Estimate equity value using a two-stage discounted cash flow model.

Operating Cash Flow Ratio Calculator

Measure short-term liquidity using operating cash flow and liabilities

Maturity Value Calculator

Estimate maturity value, total investment, and projected equity earnings accurately

Graham Number Calculator

Estimate intrinsic stock value using earnings and book value

EV to Sales Calculator — Enterprise Value to Sales

Measure enterprise value relative to sales for faster valuation analysis

ROIC Calculator – Return on Invested Capital

Measure capital efficiency using after-tax operating returns and funding.

Price to Book Ratio Calculator

Measure valuation against balance-sheet equity for informed investing decisions

Price to Cash Flow Ratio Calculator

Compare stock valuation against cash generation using this ratio

Price to Earnings Ratio Calculator

Calculate P/E ratio and earnings yield from stock fundamentals

Price to Sales Ratio Calculator

Calculate stock valuation using market price and company sales

Stock Average Calculator

Calculate weighted average stock cost across multiple purchases and holdings

Stock Calculator

Calculate stock investment returns, profits, taxes, and annualized performance

Stock Split Calculator

Estimate post-split shares, price, value, and ownership changes