Business Analytics Calculators and Formulas
Finance, statistics, forecasting and operations formulas used in BBA, MBA and business analytics courses, each with a step-by-step calculator, plus the complete formula sheet.
Business Analytics Formula Sheet (all formulas) →
Business Analytics Formulas and Calculators
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NPV Calculator
NPV = Σ CFₜ ÷ (1 + r)ᵗ − C₀
CFₜ cash flow in period t, r discount rate per period, C₀ initial investment
Example: An investment of 1000 returning 300 a year for 5 years at a 10 % discount rate: Net present value NPV = 137.24.
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IRR Calculator
0 = Σ CFₜ ÷ (1 + IRR)ᵗ − C₀
CFₜ cash flow in period t, C₀ initial investment; solved numerically
Example: An investment of 1000 returning 300 a year for 5 years: Internal rate of return IRR = 15.2382 %.
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CAGR Calculator
CAGR = (End ÷ Begin)^(1/n) − 1
n number of years
Example: An investment growing from 10 000 to 20 000 in 5 years: CAGR = 14.8698 %.
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ROI Calculator
ROI = (Final value − Cost) ÷ Cost × 100 %
Final value: total amount returned; Cost: amount invested
Example: Investing 1000 and getting back 1250 after 2 years: Return on investment ROI = 25 %.
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Compound Interest Calculator
FV = P (1 + r/m)^(m × n)
P principal, r annual rate, m compounding periods per year, n years
Example: 10 000 invested at 8 % a year, compounded monthly, for 5 years: Future value FV = 14,898.46.
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Present Value Calculator
PV = FV ÷ (1 + r)ⁿ
FV future value, r discount rate per period, n number of periods
Example: 10 000 to be received in 5 years, discounted at 8 %: Present value PV = 6,805.83.
Show 16 more
- Annuity Calculator – Regular payment, rate and number of payments → FV and PV of an ordinary annuity.
- Break-Even Calculator – Fixed costs, price and variable cost → break-even units, revenue and contribution margin.
- CAPM Calculator – Risk-free rate, beta and market return → expected return (cost of equity).
- Sharpe Ratio Calculator – Portfolio return, risk-free rate and volatility → Sharpe ratio.
- Financial Ratios Calculator – Pick a ratio (current, quick, D/E, margins, ROA, ROE, EPS) and enter the figures.
- Standard Deviation Calculator – Paste a list of numbers → standard deviation, variance, mean, median, MAD and CV with steps.
- Z-Score Calculator – Value, mean and standard deviation → z-score and normal percentile.
- Confidence Interval Calculator – Mean or proportion, sample size and confidence level → confidence interval and margin of error.
- Sample Size Calculator – Confidence, margin of error and p or σ (optional population size) → required sample size.
- Correlation & Regression Calculator – Paste x and y values → correlation r, R², slope, intercept and regression equation.
- Chi-Square Test Calculator – Paste a contingency table → expected counts, χ², degrees of freedom and p-value.
- Moving Average Calculator – Time series and window → moving-average forecasts and accuracy.
- Exponential Smoothing Calculator – Time series and α → exponentially smoothed forecasts and accuracy.
- MAPE & Forecast Error Calculator – Actual and forecast values → MAPE, MAE, MSE, RMSE and bias.
- EOQ Calculator – Annual demand, ordering and holding cost → EOQ, total cost and reorder point.
- Percentage Change Calculator – Old and new value → percentage increase or decrease and absolute change.