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Bond and share formulas are designed for the valuation of securities such as bonds and dividend paying shares.

The Cost of Preference Shares is the return of a preference share based on the dividend payout and price of the preference share.

Read MoreCoupon Bonds are investment bonds that receive interest periodically in the form of coupons until the bond matures.

Read MoreThe Dividend Discount Model (DDM) values a company's share price assuming that shares are worth the sum of all future discounted dividend payments.

Read MoreA Zero-Coupon Bond is a bond that makes no periodic interest payments and is sold at a deep discount from face value.

Read MoreA Zero Growth Dividend is a dividend that pays a uniform dividend that does not experience growth over time. Preferred stocks are generally zero growth dividend paying securities.

Read MoreFirm Valuation formulas allow investors to assess and evaluate the financial position of a firm. Formulas in this section are designed for calculating levered values of beta and FCFF, as well as Weighted Average Cost of Capital (WACC) in various tax systems.

Beta Levered measures the risk of a firm with a capital structure comprised of both debt and equity against the volatility of the market.

Read MoreEconomic Value Added (EVA) measures performance of an investment, focusing more on value creation for the shareholders rather than just the accounting profits.

Read MoreThe FCFF Leveraged Debt formula is a form of Adjusted Present Value (APV) valuation. In an APV valuation, the value of a leveraged firm is obtained by adding the net effect of debt to the unleveraged firm value.

Read MoreThe Free Cash Flow to Firm (FCFF) Discount Model calculates the value of a firm. Free cash flow is arguably the most important financial indicator of a company's stock value.

Read MoreThe Free Cashflow to Firm (FCFF) Two-Stage Model is designed to value a firm with two stages of growth.

Read MoreThe Weighted Average Cost of Capital (WACC) is the rate that a company is expected to pay on average to all its security holders to finance its assets. The Classical Tax System calculates the WACC by including the tax rate but ignoring the imputation of a franking credit.

Read MoreThe Weighted Average Cost of Capital (WACC) is the rate that a company is expected to pay on average to all its security holders to finance its assets. The Imputation Tax System calculates the WACC by including the tax rate as well as the imputation of a franking credit.

Read MoreGordon Growth Models are valuation methods that calculate a security's intrinsic value with consideration to growth rates. Gordon Growth Models are also often referred to as Dividend Discount Models, though they also calculate Free Cashflow to Equity and Firm as well as dividends.

The Dividend Discount Model (DDM) values a company's share price assuming that shares are worth the sum of all future discounted dividend payments.

Read MoreFree Cash Flow to Equity (FCFE) Discount Model is a measure of what a firm can afford to pay out as dividends.

Read MoreFree Cashflow to Equity (FCFE) Two-Stage Model is designed to value the equity in a firm with two stages of growth.

Read MoreThe Free Cash Flow to Firm (FCFF) Discount Model calculates the value of a firm. Free cash flow is arguably the most important financial indicator of a company's stock value.

Read MoreThe Free Cashflow to Firm (FCFF) Two-Stage Model is designed to value a firm with two stages of growth.

Read MoreThe H-Model of Valuing Growth, unlike other growth models, assumes that the growth starts at a higher rate and gradually declines until it becomes normal stable growth rate.

Read MorePortfolio and Equity formulas are valuation methods for the calculation of intrinsic value of equity in the case of firms or values of collections of securities such as portfolios.

The Capital Asset Pricing Model (CAPM) describes the relationship between risk and expected return on a portfolio investment.

Read MoreExpected Return on a Weighted Portfolio is the weighted average of the expected return on components of an investment portfolio.

Read MoreFree Cash Flow to Equity (FCFE) Discount Model is a measure of what a firm can afford to pay out as dividends.

Read MoreFree Cashflow to Equity (FCFE) Two-Stage Model is designed to value the equity in a firm with two stages of growth.

Read MoreFormulas for project valuation focus primarily on evaluation of value of projects to investors and managers when considering the viability of projects or investments. This menu includes most common project valuation methods such as the Payback Period, Accounting Rate of Return, and Net Present Value.

The Accounting Rate of Return (ARR) is the expected return on an investment or asset divided by the initial investment cost.

Read MoreEconomic Value Added (EVA) measures performance of an investment, focusing more on value creation for the shareholders rather than just the accounting profits.

Read MoreNet Present Value (NPV) is the difference between the value of cash inflows and cash outflows over a period of time.

Read MorePayback Period (PP) is the time required for an investment to recover its initial investment outlay in terms of profits or savings.

Read MoreRelative valuation, also called valuation, use multiples as the notion of comparing the price of an asset to the market value of similar assets. In the field of securities investment, the idea has led to important practical tools, which could presumably spot pricing anomalies.

Equity Multiples are multiples scaled against the market value of equity, such as Price/Earnings (PE) and Price/Sales (PS) ratios.

Read MoreThe time value of money is a basic financial concept that holds that money in the present is worth more than the same sum of money to be received in the future. As such, formulas in this category are designed to calculate the present value of income from future values with the inclusion of interest.

The Effective Annual Interest Rate is the compounded rate earned or paid on an investment, loan or other financial products.

Read MoreThe Future Value of an Annuity formula calculates the value of a series of periodic payments at a future date, assuming the rate or payment does not change.

Read MoreNet Present Value (NPV) is the difference between the value of cash inflows and cash outflows over a period of time.

Read MoreA Perpetuity is a type of annuity that receives an infinite amount of periodic payments. A perpetuity’s present value is calculated by summing the future cashflows.

Read MorePresent Value (PV) is the value in the present of a sum of money, in contrast to Future Value (FV) which is the amount to which an investment will grow over time.

Read MoreThe Present Value Annuity formula determines the value of a series of future periodic payments at a given time and relies on the concept of time value of money.

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