ROI Calculator

Enter your investment details below to calculate precise ROI in real-time

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Your ROI Analysis Results

50%

Return on Investment

Total Profit/Loss

$5,000

Annualized ROI

14.47%

Real ROI (Adjusted)

11.47%

Breakeven Period

2.1 years

Results update in real-time as you adjust inputs above

ROI Formula & Calculation Method

Standard ROI Formula

ROI = [(Current Value - Investment Cost) ÷ Investment Cost] × 100%

Where:

  • Current Value = Current market value or final sale price of investment
  • Investment Cost = Initial investment amount + any additional investments

Real-World Example: Technology Startup Investment

Scenario: You invest $50,000 in a SaaS startup in 2024. After 3 years, the company is acquired, and your shares are worth $125,000.

ROI = [($125,000 - $50,000) ÷ $50,000] × 100% = 150%

Interpretation: Your investment generated a 150% return over 3 years, meaning you earned $1.50 for every $1 invested.

Annualized ROI = [(1 + 1.50)1/3 - 1] × 100% = 35.72%

Annualized Interpretation: Your investment yielded approximately 35.72% per year compounded annually.

Advanced ROI Formulas

For professional analysis, consider these advanced calculations:

1. Annualized ROI Formula

Annualized ROI = [(1 + Total ROI)1/n - 1] × 100%

Where n = number of years

2. ROI with Multiple Cash Flows

ROI = [Σ(Cash Inflows) - Σ(Cash Outflows)] ÷ Σ(Cash Outflows) × 100%

Useful for investments with multiple contributions/withdrawals

3. Inflation-Adjusted (Real) ROI

Real ROI = [(1 + Nominal ROI) ÷ (1 + Inflation Rate)] - 1

Adjusts for purchasing power changes over time

Professional ROI Analysis Use Cases

Corporate Investment Analysis

Scenario: A manufacturing company evaluates a $2M equipment purchase expected to increase production capacity by 30%.

ROI Calculation: Additional annual profit of $450,000 ÷ $2M investment = 22.5% ROI

Decision: Since ROI exceeds the company's 15% hurdle rate, the investment is approved.

Real Estate Development

Scenario: Property developer purchases land for $500,000, spends $800,000 on construction, and sells for $1.8M.

ROI Calculation: ($1.8M - $1.3M) ÷ $1.3M = 38.5% ROI over 2 years

Analysis: Annualized ROI = 17.7%, exceeding real estate market average of 8-12%.

Stock Portfolio Management

Scenario: Investor buys 1000 shares at $50 each, sells at $75 after 18 months with $500 dividend income.

ROI Calculation: [($75,000 + $500 - $50,000) ÷ $50,000] = 51% ROI

Annualized: 34% per year, significantly outperforming S&P 500 average of 10%.

Cryptocurrency Investment

Scenario: Crypto trader invests $10,000 in Bitcoin at $40,000, sells at $65,000 after 9 months.

ROI Calculation: ($16,250 - $10,000) ÷ $10,000 = 62.5% ROI

Risk Analysis: High ROI reflects high volatility; compare to traditional asset benchmarks.

Comprehensive ROI Analysis Guide

What is Return on Investment (ROI)?

Return on Investment (ROI) is a fundamental financial metric used to evaluate the efficiency and profitability of an investment. It measures the amount of return relative to the investment's cost. ROI is expressed as a percentage and is universally applicable across investment types, making it essential for comparative analysis.

Why ROI Matters in 2026

In today's dynamic financial landscape, ROI analysis has evolved beyond simple profit calculations:

Limitations of Basic ROI Calculations

While ROI is invaluable, professional analysts consider its limitations:

Time Value of Money: Basic ROI doesn't account for when returns occur. $100 today is worth more than $100 next year.

Risk Assessment: High ROI often correlates with high risk. A 50% ROI on government bonds differs fundamentally from 50% ROI on cryptocurrency.

Hidden Costs: Maintenance, taxes, transaction fees, and opportunity costs can significantly impact actual ROI.

Comparative Benchmarks: ROI must be evaluated against appropriate benchmarks (industry averages, inflation, risk-free rates).

Advanced ROI Metrics for Professional Analysis

Sophisticated investors use these complementary metrics:

ROIC (Return on Invested Capital)

Measures how efficiently a company uses capital to generate profits. Essential for corporate investment analysis.

ROIC = NOPAT ÷ Invested Capital

ROA (Return on Assets)

Indicates how profitable a company is relative to its total assets. Useful for capital-intensive industries.

ROA = Net Income ÷ Total Assets

ROE (Return on Equity)

Measures profitability relative to shareholders' equity. Important for equity investors.

ROE = Net Income ÷ Shareholders' Equity

Industry-Specific ROI Benchmarks 2026

Industry Average ROI Good ROI Excellent ROI
Technology/SaaS 15-25% 25-40% 40%+
Real Estate 8-12% 12-18% 18%+
Stock Market 7-10% 10-15% 15%+
Small Business 15-30% 30-50% 50%+
Cryptocurrency Highly Variable 20-100% 100%+

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ROI Calculator FAQs

What is considered a good ROI percentage in 2026?

A good ROI varies significantly by asset class and risk profile. As of 2026 benchmarks:

  • Stocks/ETFs: 7-12% annually (beating inflation by 4-9%)
  • Real Estate: 8-15% including rental yield and appreciation
  • Small Businesses: 20-30% for established operations
  • Startups/Venture Capital: 25%+ given higher risk
  • Bonds/Fixed Income: 4-7% with lower risk

The key is comparing ROI to appropriate benchmarks and considering risk-adjusted returns.

How do you calculate annualized ROI for irregular investment periods?

For irregular periods or multiple cash flows, use these methods:

Annualized ROI = [(Ending Value ÷ Beginning Value)^(1 ÷ Years)] - 1

Example: $10,000 grows to $18,000 over 2.5 years:

Annualized ROI = [($18,000 ÷ $10,000)^(1 ÷ 2.5)] - 1 = 26.5%

For multiple investments/withdrawals, use XIRR (Extended Internal Rate of Return) available in our XIRR Calculator.

What's the difference between ROI, ROIC, and ROE?

These are distinct but related profitability metrics:

Metric Formula Purpose
ROI (Gain - Cost) ÷ Cost General investment profitability
ROIC NOPAT ÷ Invested Capital Capital efficiency of entire company
ROE Net Income ÷ Shareholders' Equity Profitability from shareholders' perspective

ROI is broadest, ROIC is for corporate analysis, ROE is for equity investors.

How does inflation affect ROI calculations?

Inflation significantly impacts real returns. Here's how to adjust:

Real ROI = [(1 + Nominal ROI) ÷ (1 + Inflation Rate)] - 1

Example: 12% nominal ROI with 3.5% inflation:

Real ROI = (1.12 ÷ 1.035) - 1 = 8.2%

In 2026, with inflation averaging 3-4%, a nominal 10% ROI equals only 6-7% real return. Our calculator automatically adjusts for inflation using the input you provide.

Can ROI be negative? What does it indicate?

Yes, negative ROI indicates a loss on investment. For example:

  • -15% ROI: Lost 15% of initial investment
  • -50% ROI: Lost half the invested capital
  • -100% ROI: Total loss of investment

Interpretation: Negative ROI signals underperformance. It could indicate:

  1. Poor investment timing
  2. Fundamental issues with the asset/business
  3. Market downturns or external shocks
  4. Execution failures in business investments

Negative ROI helps identify when to exit positions or restructure investments.

How do you calculate ROI for real estate with rental income?

Real estate ROI requires comprehensive calculation:

Total ROI = [(Sale Price + Total Rental Income) - (Purchase Price + Costs)] ÷ (Purchase Price + Costs)

Components to include:

  • Income: Sale price + total rental income received
  • Costs: Purchase price + closing costs + renovations + maintenance + property taxes + insurance

Example: $300,000 purchase with $30,000 costs, $60,000 rental income over 5 years, sold for $400,000:

ROI = [($400,000 + $60,000) - ($300,000 + $30,000)] ÷ $330,000 = 39.4%

Annualized ROI = approximately 6.9% per year.

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