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General Finance

ROI Calculator

Calculate return on investment and profit.

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What is ROI?

ROI (Return on Investment) measures the profitability of an investment as a percentage of its cost. It's one of the most widely used financial metrics because it's simple to calculate and understand. ROI helps investors and businesses compare different opportunities and assess whether an investment is worthwhile.

ROI Formula

ROI = ((Current Value - Cost) / Cost) * 100. For example, if you invest $5,000 and it grows to $7,500: ROI = ((7,500 - 5,000) / 5,000) * 100 = 50%. This means you earned a 50% return on your investment. If the value drops to $4,000: ROI = ((4,000 - 5,000) / 5,000) * 100 = -20% (a loss).

Annualized ROI

Basic ROI doesn't account for time. Annualized ROI = ((1 + ROI/100)^(1/n) - 1) * 100, where n = number of years. Example: 50% ROI over 3 years = ((1.5)^(1/3) - 1) * 100 = 14.5% per year. This allows fair comparison with other investments regardless of holding period.

ROI in Business

  • •Businesses use ROI to evaluate: marketing campaigns (revenue generated vs. ad spend), equipment purchases (cost savings vs. purchase price), employee training (productivity gains vs. training cost), and real estate (rental income + appreciation vs. purchase price). Higher ROI indicates better use of capital.

ROI Limitations

ROI doesn't account for time (a 50% return over 1 year vs. 10 years is very different). It doesn't consider risk (high ROI investments often carry higher risk). It ignores cash flow timing (money received sooner is worth more). It can be manipulated by how costs and returns are defined. Always use alongside other metrics.

Important: Review these common mistakes before proceeding

Comparison Analysis

ROI vs IRR vs NPV

CriteriaROIIRRNPV
What It MeasuresPercentage returnAnnualized return rateDollar value of returns
Accounts for TimeNoYesYes
Accounts for RiskNoNoYes (via discount rate)
Best ForQuick comparisonComparing different time periodsAbsolute value assessment
ComplexitySimpleModerateComplex

Content Verification

Expert Review

Reviewed by Lisa Chang, Chartered Financial Analyst (CFA), Corporate Finance Specialist

Authoritative Sources

Based on CFA Institute standards, Harvard Business Review research, and financial analysis best practices

Last Reviewed

Content verified May 2026 against current investment performance measurement standards

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