Investment Analysis Calculators
Professional investment analysis tools: DCF valuation, CAPM, options pricing, portfolio metrics, and advanced return calculations.
Investment analysis demands rigorous quantitative evaluation of returns, risk, and valuation. These calculators help analysts and investors compute net present value, internal rate of return, Sharpe ratios, and discounted cash flow valuations using the same methodologies employed by institutional investors and financial advisors.
All Investment Analysis Calculators
DCF Valuation Calculator
Calculate intrinsic value using discounted cash flow analysis. Enter projected cash flows, discount rate, and terminal value. Free investment tool.
CAPM Expected Return
Calculate expected return using Capital Asset Pricing Model. Enter risk-free rate, beta, and market return. Free finance calculator.
WACC Calculator
Calculate Weighted Average Cost of Capital from equity and debt components. Essential for corporate finance and valuation. Free tool.
Gordon Growth Model (DDM)
Value a stock using the Dividend Discount Model. Enter dividend, growth rate, and required return. Free equity valuation tool.
Black-Scholes Option Pricing
Calculate European call and put option prices using the Black-Scholes model. Enter stock price, strike, volatility, rate, and expiry. Free.
Option Greeks Calculator
Calculate Delta, Gamma, Theta, Vega, and Rho for European options. Enter option parameters to get all Greeks. Free derivatives tool.
Portfolio Variance & Std Dev
Calculate portfolio variance and standard deviation from asset weights and covariances. Assess portfolio risk. Free investment tool.
Sharpe Ratio Calculator
Calculate Sharpe ratio for risk-adjusted return assessment. Enter portfolio return, risk-free rate, and standard deviation. Free tool.
Sortino Ratio Calculator
Calculate Sortino ratio using downside deviation for better risk-adjusted performance measurement. Free investment analysis tool.
Treynor Ratio Calculator
Calculate Treynor ratio using systematic risk (beta) for portfolio performance assessment. Free finance calculator.
Calmar Ratio Calculator
Calculate Calmar ratio (return / max drawdown) for hedge fund and managed futures evaluation. Free investment tool.
Maximum Drawdown Calculator
Calculate maximum drawdown from a series of portfolio values. Measure worst peak-to-trough decline. Free risk analysis tool.
Value at Risk (VaR)
Calculate parametric and historical VaR to quantify potential portfolio losses. Essential risk management tool. Free.
Beta Calculator (Stock)
Calculate stock beta from historical returns vs market benchmark. Measure systematic risk. Free investment analysis tool.
Jensen's Alpha Calculator
Calculate Jensen's alpha to measure portfolio manager skill above CAPM benchmark. Free performance attribution tool.
Information Ratio Calculator
Calculate information ratio from active return and tracking error. Assess active management efficiency. Free finance tool.
Bond Duration & Convexity
Calculate Macaulay duration, modified duration, and convexity for fixed income securities. Free bond analysis tool.
Yield to Maturity Calculator
Calculate YTM, yield to call, and current yield for bonds. Enter face value, price, coupon, and maturity. Free.
Bond Price Calculator
Calculate fair value of bonds from yield to maturity, coupon rate, and maturity date. Free fixed income tool.
Efficient Frontier Tool
Estimate the efficient frontier and optimal portfolio allocation using Modern Portfolio Theory. Free investment planning tool.