Calculators

How to Calculate Earnings per Share

Stock analysts and investors calculate earnings per share (EPS) as a means of conducting an “apples to apples” comparison among company performances. A company’s earnings per share is the portion of its profits allotted to each individual share of outstanding common stock. The earnings per share measure provides for an indication of company [...]

Net Current Asset Value per Share Calculator

A net current asset value per share (NCAVPS) calculator provides investors with a tool to examine the financial health and valuation assessment of a company. The NCAVPS approach focuses on company liquidity in making its viability assessment and is often used by value investors as one data point in performing due diligence on a stock. [...]

A Dividend Discount Model Calculator

The dividend discount model (DDM) is a stock valuation approach that discounts future predicted dividends to a present value to arrive at the intrinsic value of a stock. The DDM is often used by value investors who look for a DDM value that exceeds the current stock price in order to identify an undervalued [...]

A Simple Ten-Year Discounted Cash Flow (DCF) Calculator

Discounted Cash Flow or “DCF” is a process for measuring the value of a stock (or another type of investment) by adding the discounted present values of future cash flows. Free cash flow (FCF) projections are most commonly used in DCF analysis since it represents the money available to the company to pursue investment [...]

Net Present Value Calculator

A net present value (NPV) calculator can help you compare the current value of money with its future value. To determine net present value, all future payments are discounted in order to factor in the time value of money and the inherent risk that goes with an expectation of future streams of payment. [...]

Mutual Fund Cost Basis Calculator

Mutual fund investors need to understand their cost basis in order to arrive at a capital gain or loss for tax purposes. The calculation for mutual fund cost basis can be somewhat challenging as there are a number of factors that can impact your cost basis over time.

How Do You Calculate the Value of a Bond?

A bond is essentially an ‘IOU’ set up between an investor and a company or government entity. Under the agreement, an interest rate is set and the timing of payments that the lender will receive during the life of the bond is defined. At the end of the bond’s life- its maturity- the [...]

What is the PEG Ratio and How is it Calculated?

The PEG or “Price/Earnings to Growth” ratio is a measure used to value a stock based on the trade-off between the P/E ratio of the stock and the company’s forecasted growth. Made popular by Peter Lynch in his book “One Up on Wall Street”, the PEG ratio is closely tracked by many investors to [...]

Calculate the Treynor Ratio to Measure Risk-Adjusted Portfolio Performance

The Treynor Ratio or “Treynor Index” is used to measure investment returns against the available risk-free rate of return. Developed by Jack Treynor, the ratio provides an analysis similar to the Jensen and Sharpe ratios to enable investors to more clearly evaluate the trade-off between investment risk and return.
The formula for the Treynor Ratio [...]

Calculate Your Back-End Ratio for Mortgage Approval

A back-end ratio is a measure used by mortgage lenders to determine the portion of the borrower’s monthly income that goes toward paying off debts. Also known as the “debt to income ratio”, the measure includes such things as credit card and other loan payments, child support, and mortgage payments.
The calculation for the back-end [...]