Stocks & Equity Analysis Calculators

About Stocks & Equity Analysis calculators

Valuation tools turn earnings and cash flow into a price. Multiples such as P/E, P/B, P/S, EV/Sales and the EBITDA multiple compare price with fundamentals. The PEG ratio adds growth, the Graham number and margin of safety add a value-investing lens, and the dividend discount model values a share from future payouts.

Return and risk tools include ROE, ROA, ROIC and the DuPont breakdown, plus CAPM, beta, unlevered beta and WACC for the required return. Portfolio tools average cost, split-adjust positions and compute portfolio beta.

Valuing a stock step by step

Begin with the P/E ratio and PEG ratio to see what the market pays for earnings and growth. Then check quality with ROE and ROIC, and compare ROIC with the WACC.

For a second opinion, estimate intrinsic value with the Dividend Discount Model Calculator or the Graham Number Calculator, then compute the margin of safety against today’s price.

• Returns. EPS, EPS growth, dividend yield and payout ratio measure what shareholders earn.
• Risk. Beta, unlevered beta and portfolio beta measure sensitivity to the market.
• Position tools. Stock average, stock split and market cap calculators keep your records straight.

What you can calculate

• Beta Stock Calculator: Estimate a stock’s beta from its covariance with the market and market variance.
• CAPM Calculator – Capital Asset Pricing Model: Find the required return on a stock from beta, the risk-free rate and the market return.
• Cost of Equity Calculator: Compute the cost of equity with CAPM and the dividend growth model.
• Cost of Capital Calculator: Blend the cost of equity and after-tax cost of debt by capital structure.
• WACC Calculator (Weighted Average Cost of Capital): Weighted average cost of capital from equity, debt and preferred stock.
• Carried Interest Calculator: Estimate a fund manager’s carry above a preferred return hurdle.
• Dividend Calculator: Compute dividend income and yield from shares owned.
• Dividend Discount Model Calculator: Value a share as the present value of future dividends growing at a constant rate.
• Dividend Payout Ratio Calculator: Find what share of earnings is paid out as dividends.
• Dividend Yield Calculator: Calculate dividend yield from the annual dividend and share price.
• DuPont Analysis Calculator: Break return on equity into margin, asset turnover and leverage.
• Earnings per Share Calculator: Compute basic EPS after preferred dividends.
• Earnings Per Share Growth Calculator: Measure EPS growth between two periods and annualized growth.
• EBITDA Multiple Calculator: Value a business from EBITDA using a market multiple, or compute the multiple.
• Economic Value Added Calculator: Measure profit left after charging for the capital used.
• Enterprise Value Calculator: Compute enterprise value from market cap, debt and cash.
• EV to Sales Calculator — Enterprise Value to Sales: Compare enterprise value with revenue.
• Free Float Calculator: Compute free float shares and float-adjusted market cap.
• Graham Number Calculator: Compute the maximum price a defensive investor might pay for a stock.
• Intrinsic Value Calculator: Estimate intrinsic value per share from EPS, growth and a required return.
• Margin of Safety Calculator: Compare intrinsic value with market price, or sales with break-even sales.
• Market Capitalization Calculator: Compute market cap and classify the company by size.
• Maturity Value Calculator: Compute the value of an investment at maturity with compound interest.
• NAV Calculator — Net Asset Value: Compute net asset value per share of a fund.
• Operating Cash Flow Ratio Calculator: Test whether operating cash flow covers short-term liabilities.
• PEG Ratio Calculator: Adjust the P/E ratio for earnings growth.
• Portfolio Beta Calculator: Weight stock betas to find the beta of a portfolio.
• Price to Earnings Ratio Calculator: Calculate P/E from price and earnings per share.
• Price to Book Ratio Calculator: Compare share price with book value per share.
• Price to Cash Flow Ratio Calculator: Compare share price with operating cash flow per share.
• Price to Sales Ratio Calculator: Compare market value with annual revenue.
• Residual Income Calculator: Value equity as book value plus the present value of residual income.
• Retention Ratio Calculator: Find the share of earnings reinvested instead of paid out.
• Return on Equity Calculator: Measure profit generated per dollar of shareholder equity.
• ROIC Calculator – Return on Invested Capital: Calculate NOPAT as a percentage of invested capital.
• Return on Sales Calculator: Measure operating profit as a share of sales.
• Return on Assets Calculator: Measure profit per dollar of assets.
• Stock Calculator: Calculate profit, return and break-even price on a stock trade.
• Stock Average Calculator: Find your average cost per share after several purchases.
• Stock Split Calculator: See how a stock split changes share count and price.
• Sustainable Growth Rate Calculator: Find the growth rate a company can fund without raising new equity.
• Unlevered Beta Calculator: Remove the effect of debt from a levered beta.
• Beta Relever Calculator: Relever an unlevered beta for a target capital structure.

Frequently asked questions

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