Investing & Valuation Calculators
These calculators are built for evaluating returns, comparing investments on equal footing, and valuing individual stocks or companies. Whether you're tracking a portfolio or sizing up a single position, this is the toolkit for making sure the numbers actually mean what you think they mean.
Popular
CAGR Calculator→
Calculates the steady annual growth rate behind an investment's actual (bumpy) returns. The number that lets you fairly compare two very different-looking investments.XIRR Calculator→
Calculates the true annualized return on cash flows that happen on irregular dates. What a normal return calculator gets wrong once you've added or withdrawn money mid-way.Dividend Reinvestment→
Projects investment growth when dividends are automatically reinvested rather than taken as cash. Shows how much reinvesting compounds your returns over time.Dividend Growth Calculator→
Projects your future dividend income growth and yield on cost for a dividend stock. Useful for anyone building toward dividend income as a goal.ETF Growth Calculator→
Compares growth of popular ETFs like SPY, VTI, and QQQ side by side. A quick way to see how different index funds would have performed on the same money.Asset Allocation Calculator→
Suggests a stocks/bonds/cash mix based on your age and risk tolerance. A sanity check before you set (or reset) your portfolio allocation.Stock DCF Valuation→
Estimates what a stock is actually worth based on its projected future cash flows. Goes beyond the current price to ask whether a stock is over- or under-valued.PEG Ratio Calculator→
Calculates the PEG ratio to judge if a stock's price is justified by its earnings growth, not just its P/E. Catches "expensive-looking" stocks that are actually cheap given their growth.EV/EBITDA Calculator→
Calculates enterprise value and shows what a peer company's multiple implies about a stock's worth. A valuation method that accounts for debt, unlike price-to-earnings alone.SIP / Investment→
Projects a future lump sum from monthly SIP investing, including annual step-ups. Shows what consistent monthly investing actually adds up to over the years.Dollar Cost Averaging→
Calculates shares bought and average cost under dollar-cost averaging vs a lump-sum investment. Helps decide whether investing gradually or all at once suits your situation.SWP Calculator→
Shows how long a lump sum lasts under a fixed monthly withdrawal plan (SWP). Essential for anyone drawing down savings in retirement without running out early.Stock P&L→
Calculates your real profit or loss on a stock trade after brokerage fees and taxes. The number your brokerage app doesn't always show you clearly.Options Profit & Breakeven→
Calculates breakeven price, max profit, and max loss for a call or put option. Know your actual risk and reward before placing an options trade.Stock Split Calculator→
Calculates your new share count and adjusted cost basis after a stock split. Keeps your portfolio records accurate after a split you didn't ask for.