Stock Metrics Calculator
Calculate key stock metrics such as EPS, PER, PBR, BPS, ROE, and Dividend Yield based on financial data inputs.
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Stock Metrics Calculator
Determine key stock valuation metrics based on net income, shares outstanding, stock price, total equity, and dividends.
These results are for reference only and were developed for educational and testing purposes. You can also directly access and review the source code, including the logic and free APIs used on this page.
Calculation Results
Stock Metrics Calculator Guide
The Stock Metrics Calculator is a tool designed to help you evaluate a company's stock by calculating key financial metrics such as EPS, PER, PBR, BPS, ROE, and Dividend Yield based on input financial data.
How to Use the Stock Metrics Calculator
Follow these steps to calculate stock metrics:
- Enter Net Income: Input the company’s annual net income in dollars.
- Set Shares Outstanding: Enter the total number of shares issued by the company.
- Specify Stock Price: Input the current market price per share.
- Enter Total Equity: Provide the company’s total shareholders' equity.
- Input Annual Dividend: Enter the annual dividend per share (optional).
- Calculate: Click "Calculate Stock Metrics" to view detailed results.
Understanding Stock Metrics
These metrics provide insights into a company's financial health and stock valuation:
Earnings Per Share (EPS)
Measures the profitability per share of stock.
- Formula: EPS = Net Income / Shares Outstanding
- Higher EPS indicates greater profitability per share.
Price-to-Earnings Ratio (PER)
Shows how much investors are willing to pay per dollar of earnings.
- Formula: PER = Stock Price / EPS
- A higher PER may suggest overvaluation; a lower PER may indicate undervaluation.
Book Value Per Share (BPS)
Represents the net asset value per share.
- Formula: BPS = Total Equity / Shares Outstanding
- Useful for assessing a company’s intrinsic value.
Price-to-Book Ratio (PBR)
Compares market value to book value.
- Formula: PBR = Stock Price / BPS
- A PBR below 1 may indicate undervaluation.
Return on Equity (ROE)
Measures profitability relative to shareholders’ equity.
- Formula: ROE = (Net Income / Total Equity) * 100
- Higher ROE indicates efficient use of equity.
Dividend Yield
Shows the annual dividend return as a percentage of stock price.
- Formula: Dividend Yield = (Annual Dividend / Stock Price) * 100
- Useful for income-focused investors.
Factors Affecting Stock Metrics
Several factors influence these metrics:
Net Income
The company’s profitability directly affects EPS and ROE.
- Derived from revenue minus expenses, taxes, and interest.
Shares Outstanding
The total number of shares impacts per-share metrics.
- Share buybacks reduce this number, potentially increasing EPS and BPS.
Stock Price
Market price influences PER, PBR, and Dividend Yield.
- Subject to market sentiment and economic conditions.
Total Equity
Represents assets minus liabilities; affects BPS and ROE.
- Can change with retained earnings or capital raises.
Typical Ranges for Stock Metrics
Ranges vary by industry and market conditions (general trends):
PER
- Technology: 20x-40x
- Industrials: 10x-20x
PBR
- Growth stocks: 3x-10x
- Value stocks: 1x-3x
ROE
- Strong companies: 15%-25%
- Average: 10%-15%
Dividend Yield
- Utilities: 3%-6%
- Tech: 0%-2%
Final Tips for Using the Calculator
- Use accurate financial data from company reports or reliable sources.
- Compare results with industry averages for context.
- Adjust inputs to explore different scenarios.
- Consult a financial advisor for investment decisions.
Results are estimates based on inputs and may not reflect real-time market data or additional factors like taxes or fees.