Financial Calculators
55 calculators across fundamental analysis, options pricing, portfolio risk, fixed income, and personal finance. Free to use, and Beat Index members can auto-fill inputs directly from SEC EDGAR filings.
Fundamental Analysis
Valuation, DCF, and earnings-based metrics
P/E Ratio
Price relative to earnings per share
Open calculator →P/B Ratio
Price relative to book value per share
Open calculator →EV/EBITDA
Enterprise value relative to operating earnings
Open calculator →DCF (Discounted Cash Flow)
Intrinsic value from projected future cash flows
Open calculator →Graham Number
Maximum fair value per Benjamin Graham's formula
Open calculator →PEG Ratio
P/E adjusted for expected earnings growth
Open calculator →Price to Free Cash Flow
Market cap relative to free cash flow
Open calculator →Earnings Yield
Inverse of P/E, earnings per dollar invested
Open calculator →Revenue Growth Rate
Period-over-period revenue change
Open calculator →Enterprise Value
Total company value including debt and cash
Open calculator →Options Pricing
Black-Scholes, Greeks, and strategy P&L
Black-Scholes
Theoretical call and put option prices
Open calculator →Options Greeks
Delta, Gamma, Theta, Vega, and Rho
Open calculator →Break-Even Price
Stock price where option position breaks even
Open calculator →Implied Volatility
Market-implied volatility from option price
Open calculator →Put-Call Parity
Fair relationship between put and call prices
Open calculator →Covered Call Return
Income and return from selling covered calls
Open calculator →Cash-Secured Put
Return and risk of selling cash-secured puts
Open calculator →Options Profit / Loss
P&L at expiry for any single-leg option
Open calculator →Probability of Profit
Black-Scholes PoP for any options trade
Open calculator →Max Pain
Strike at which option sellers lose least
Open calculator →Portfolio & Risk
Sharpe, VaR, beta, drawdown, and correlation
Sharpe Ratio
Risk-adjusted return above the risk-free rate
Open calculator →Sortino Ratio
Return per unit of downside deviation
Open calculator →Beta
Sensitivity to market (index) movements
Open calculator →Value at Risk (VaR)
Maximum expected loss at a given confidence
Open calculator →Maximum Drawdown
Largest peak-to-trough loss in a period
Open calculator →Portfolio Return
Weighted return across all holdings
Open calculator →Correlation
Linear relationship between two return series
Open calculator →Standard Deviation (Volatility)
Dispersion of returns around the mean
Open calculator →Jensen's Alpha
Excess return above the CAPM prediction
Open calculator →Portfolio Rebalancing
Trades needed to restore target allocations
Open calculator →Financial Ratios / Corporate
ROE, ROIC, FCF, debt coverage, and liquidity
ROE (Return on Equity)
Net income as a percent of shareholders' equity
Open calculator →ROIC (Return on Invested Capital)
After-tax operating profit per dollar invested
Open calculator →Free Cash Flow
Operating cash flow minus capital expenditures
Open calculator →EBITDA
Earnings before interest, tax, D&A
Open calculator →Debt-to-Equity
Financial leverage: total debt to equity
Open calculator →Interest Coverage Ratio
EBIT relative to interest expense
Open calculator →Current Ratio
Current assets over current liabilities
Open calculator →Quick Ratio
Liquid assets over current liabilities
Open calculator →Working Capital
Current assets minus current liabilities
Open calculator →Operating Leverage
Sensitivity of operating income to revenue
Open calculator →Fixed Income / Bonds
YTM, duration, bond pricing, and accrued interest
Yield to Maturity (YTM)
Total annualised return if held to maturity
Open calculator →Bond Price
Present value of coupon payments and par value
Open calculator →Macaulay Duration
Weighted average time to receive cash flows
Open calculator →Modified Duration
Price sensitivity per 1% change in yield
Open calculator →Current Yield
Annual coupon divided by current market price
Open calculator →Zero Coupon Bond
Price and implied yield for zero-coupon bonds
Open calculator →Yield to Call
Yield assuming bond is called at first call date
Open calculator →Bond Accrued Interest
Interest earned since the last coupon payment
Open calculator →Investment & Personal Finance
Compound interest, CAGR, dividends, and position sizing
Compound Interest
Growth of money compounded over time
Open calculator →CAGR
Compound annual growth rate between two values
Open calculator →Rule of 72
Years to double an investment at a given rate
Open calculator →Dividend Yield
Annual dividend as a percent of share price
Open calculator →DRIP (Dividend Reinvestment)
Portfolio growth with dividends reinvested
Open calculator →Position Size (Kelly / Fixed %)
Optimal position size by Kelly or fixed-risk
Open calculator →Stock Total Return
Price appreciation plus dividends received
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