Investing Calculators

Bear Call Spread Calculator

Calculate max profit, max loss, breakeven, and return on risk for a bear call spread options strategy. Enter the two strike prices, net premium, and number of contracts.

Call Option Calculator (Black-Scholes)

Price European call and put options using Black-Scholes. Enter stock price, strike, rate, expiry, and volatility to get prices and delta, gamma, theta, vega.

Implied Volatility Calculator

Reverse-engineer implied volatility from a market option price using Black-Scholes and Newton-Raphson iteration. Works for both call and put options on non-dividend stocks.

Stock Beta Calculator

Calculate stock beta from correlation and standard deviations, or from covariance and market variance. Includes CAPM expected return based on risk-free rate and market return.

Average True Range (ATR) Calculator

Calculate Average True Range for any security. Enter daily high, low, and close prices for 3 periods to measure volatility and calibrate stop-loss levels.

Cost Basis Calculator

Calculate average cost basis across multiple purchase lots. Enter price and shares for each lot to find your average cost per share and total investment.

Dividend Discount Model (DDM) Calculator

Value a dividend-paying stock using the Gordon Growth Model. Enter the current dividend, required return, and dividend growth rate to estimate intrinsic value.

Expected Return Calculator

Calculate expected return using probability-weighted outcomes. Enter up to 4 scenarios with probabilities and returns to find the probability-weighted average.

Expense Ratio Calculator

Calculate the long-term drag of fund expense ratios on your portfolio. Enter investment amount, annual return, expense ratio, and years to see the true cost.

Mark to Market (MTM) Calculator

Calculate mark-to-market value and unrealized gain or loss on any position. Enter purchase price, current price, and shares or units to see paper P&L.

Risk Premium Calculator

Calculate the risk premium between an investment's expected return and the risk-free rate. Use for CAPM analysis, DCF discount rates, and cost of equity.

Rolling Returns Calculator

Calculate rolling returns across multiple periods. Enter up to 6 annual returns to see 3-year rolling compounded growth and overall CAGR.

DCF Calculator — Discounted Cash Flow

Calculate the intrinsic value of a business by discounting projected free cash flows. Includes terminal value and margin of safety versus current price.

Debt-to-EBITDA Calculator

Calculate gross and net debt-to-EBITDA leverage ratios for credit analysis. Determine if a company falls in investment-grade or speculative-grade territory.

EV/EBITDA Calculator

Calculate the EV/EBITDA multiple from market cap, debt, cash, and EBITDA. Compare company valuations across sectors to spot cheap and expensive stocks.

Piotroski F-Score Calculator

Score a stock's financial health across 9 criteria: profitability, leverage, and operating efficiency. Scores of 7-9 indicate strong fundamentals.

Price-to-Cash-Flow Calculator

Calculate price-to-operating-cash-flow (P/OCF) and price-to-free-cash-flow (P/FCF) ratios to assess if a stock is cheap or expensive on cash flow.

Short Interest Ratio Calculator

Calculate the short interest ratio (days to cover) from shares sold short and average daily volume. A high ratio signals elevated short squeeze risk.

Bear Put Spread Calculator

Calculate max profit, max loss, and breakeven for a bear put spread. Enter the two strike prices and net premium to see the full P&L diagram at expiration.

Bond Equivalent Yield (BEY) Calculator

Convert T-bill discount yield to Bond Equivalent Yield (BEY) for apples-to-apples comparison with coupon bonds. Also converts semi-annual yields to annual BEY.

Bull Call Spread Calculator

Calculate max profit, max loss, and breakeven for a bull call spread. Enter the two strike prices and net premium to see the full P&L diagram at expiration.

Credit Spread Calculator

Calculate the credit spread between a corporate bond and a Treasury of equal maturity. Measures default risk premium in basis points across rating categories.

EPS Growth Rate Calculator

Calculate earnings per share growth rate over any time period. Find CAGR of EPS and project future EPS to evaluate a stock on fundamental growth trajectory.

EV/Sales Ratio Calculator

Calculate Enterprise Value to Sales (EV/Sales) ratio. Enter market cap, debt, cash, and annual revenue to value a company relative to its revenue.

Graham Number Calculator

Calculate Benjamin Graham's intrinsic value estimate using EPS and book value per share. See if a stock is trading below its fair value.

Macaulay Duration Calculator

Calculate Macaulay Duration and Modified Duration for a fixed-coupon bond. See DV01, interest rate sensitivity, and the average time to receive cash flows.

Moving Average Calculator

Calculate Simple (SMA), Exponential (EMA), and Weighted (WMA) moving averages from a list of closing prices. Supports 5 to 200-period windows.

PEG Ratio Calculator

Calculate the PEG ratio — Price/Earnings divided by earnings growth rate — to find stocks that may be undervalued relative to their growth.

Perpetuity Calculator

Calculate the present value of a perpetuity — infinite fixed or growing cash flows. Covers dividend discount models, preferred stock, and annuity comparisons.

Pre-Money and Post-Money Valuation Calculator

Calculate startup pre-money and post-money valuation, investor equity %, and founder dilution from a funding round. Essential for founders and investors.

Price-to-Sales (P/S) Ratio Calculator

Calculate the price-to-sales ratio for any stock using market cap and annual revenue. Compare P/S across industries to spot overvalued or undervalued stocks.

Put-Call Parity Calculator

Verify put-call parity for European options. Enter call price, put price, strike, spot, risk-free rate, and expiry to check for arbitrage opportunities.

ROIC Calculator — Return on Invested Capital

Calculate Return on Invested Capital (ROIC) from NOPAT and invested capital. Compare ROIC vs WACC to see if a company creates or destroys shareholder value.

Sustainable Growth Rate Calculator

Calculate the maximum growth rate a company can sustain using only internal financing. Enter ROE and dividend payout ratio to find the SGR.

Treynor Ratio Calculator

Calculate the Treynor ratio — excess return per unit of market risk (beta). Compare portfolios or funds on a risk-adjusted basis using systematic risk only.

Value at Risk (VaR) Calculator

Calculate portfolio VaR with the parametric method. Enter value, daily volatility, confidence level, and holding period to find your maximum expected loss.

Yield to Call (YTC) Calculator

Calculate the yield to call on a callable bond. Enter face value, coupon rate, call price, years to call, and current price to find the YTC.