Tools

Investment Calculators

Use these free calculators to evaluate stocks, plan for retirement, and make informed investment decisions using Rule #1 principles.

Determine your future annual cash needs, required annual savings, and total savings goals for a secure retirement.

Calculate whether purchasing a stock at its current price will enable you to earn 15% returns over 10 years.

Determine how many years it will take for a company's earnings to cover your stock purchase cost.

Calculate Return on Invested Capital—the most important number to tell you if a business is being run well.

Evaluate Earnings Per Share Growth Rate, one of the five key metrics for assessing company quality.

Determine the rate at which a company's sales have grown over time—a key indicator of business health.

Measure how quickly a company is growing its Equity or Book Value Per Share.

Analyze operating cash flow trends to determine business predictability and financial health.

Understand the relationship between share price and shares outstanding to calculate market capitalization.

Downloadable Resources

Download our Excel template for calculating payback time on your investments.

Reference guide containing all of Phil Town's calculation formulas.

Join Phil Town's free virtual investing workshop and learn how to use these tools to find wonderful companies at attractive prices.