Learn step-by-step how to calculate ROI using Excel to assess investment profitability accurately. Perfect for investors and ...

If your business makes investments in equipment and employee benefit contributions, you may need to track the average annual rate of return over a span of time for financial reporting obligations.

When calculating the CAGR, you must first add the periods and the values for each period. To do this, you need a column focused on Years and another column focused on the Amount. If you are still ...

How much you can borrow is often determined by the bank based on internal qualifiers, such as credit score, debt-to-income ratio, interest rate and the type of loan you need. These qualifiers will ...

The market price of a stock doesn't necessarily reflect its intrinsic value. Several economic theories use different approaches toward valuing companies, but one of the simplest involves calculations ...

Calculating returns from your stock portfolio can be a tricky matter, especially if some of your holdings pay dividends, or you make frequent deposits and withdrawals from your account. With Excel and ...

Learn how to calculate the present value of various bond types using Excel, including zero-coupon, annuities, and continuous ...

This post explains how to calculate Weighted Average in Excel with percentages. In a standard arithmetic average where the sum of values is divided by the number of values, each data value is treated ...

When teaching financial accounting, faculty often discuss bonds payable and how to calculate the issue price of a bond. The next time you cover this topic, consider teaching students how to calculate ...

A straight ranking result is easy using one of Microsoft Excel’s ranking functions. Calculating a conditional rank is even easier if you let an Excel PivotTable do all the work. Image: ...

Learn how to calculate and display variance inside Excel pivot tables. Perfect for financial analysis, reporting, and data insights. #ExcelTips #PivotTable #Variance #ProductivityHacks ...

Compound annual growth rate (CAGR) measures the overall investment return over a period of time. To calculate it, you must know the beginning value, end value (or ending balance), and the number of ...