Formler finansiering

Current stock price P0 (Div1 + P1) / (1 + r)

Current stock price with growth P0 Div1 / (r - g)

Payout ratio Dividends / earnings

Growth rate Plowback ratio x ROE

Plowback ratio 1 - payout ratio

EPS1 Div1 / (1 - reinvestment rate)

PVGO P0 - EPS1 / r

FV PV x (1 + r)^t

PV (specifikt år) C / (1+r)^t

DF 1 / (1 + r)

PVAFt DF1 + DF2 + DF3 +...+ DFt

PVA C x PVAF

PVAFt (2) PVAFt-1 + DFt

r ny (1 + r gammal) / (1 + inflation) - 1

semiannually r (1 + r)^0.5 - 1

FVt (annually) PV x (1 + r)^t

FVt (semiannually) PV x (1 + (r / 2))^tx2

FVt (monthly) PV x (1 + (r / 12))^tx12

FVt (continously) PV x e^rxt

Perpetuity (end) C / r

Perpetuity (beginning) (C / r) x (1 + r)

r (nominal) rf + B x (rm - rf)

r (real) (1 + r nominal) / (1 + inflation) - 1

Return on index Market index (end) / market index (beginning) - 1 + Div yield on index

Risk in premium Return on index - interest rate

Real return (1 + risk on index) / (1 + inflation rate) - 1

Probability weighted return (r1 + r2 + r3 +...+ rn) / n

Geometric return ((1 + r1) x (1 + r2) x (1 + r3) x...x (1 + rn))^(1/n) - 1

Expected payoff (Probability x payoff) + (probability x payoff)

Expected rate of return (Probability x rate of return) + (probability x rate of return)

Sharpe ratio (rp - rf) / qp

Horizon value Divt+1 / (r - g)

DCF-analys PV + (horizon value / (1 + r)^t)

Horizon value med P/E P/E x EPSt+1

Maximal avkastning genom CAPM Rf + (förväntad avkastning - rf) x standardavvikelse i marknadsportfölj / standardavvikelse i egen portfölj

PVAF (3) (1 - (1 + r)^-n) / r

EPS0 ROE x BVPS

Firm value (PV AB) PV A + PV B

D Market value of debt

E Market value of equity

V D + E

r debt YTM on bonds

Pt Divt+1 / (r - g)

P0 Div1 / (1 + r) + Div2 / (1 + r)^2 +...+ Divt / (1 + r)^t + Pt / (1 + r)^t

WACC rD x (D / V) + rE x (E / V)

rD YTM on bonds

rE CAPM

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