If your business makes investments in equipment and employee benefit contributions, you may need to track the average annual rate of return over a span of time for financial reporting obligations.

Calculating returns from your stock portfolio can be a tricky matter, especially if some of your holdings pay dividends, or you make frequent deposits and withdrawals from your account. With Excel and ...

Nick Lioudis is a writer, multimedia professional, consultant, and content manager for Bread. He has also spent 10+ years as a journalist. Khadija Khartit is a strategy, investment, and funding expert ...

Return on equity (ROE) measures profit per dollar of equity, aiding evaluation of a company's efficiency. To compute ROE, divide net income by shareholders' equity from a company's 10-K. High ROE ...

Too many financial decisions are made without factoring in the time value of money. Whether providing financial planning advice related to a client’s retirement, advising a client about a business ...

When calculating the CAGR, you must first add the periods and the values for each period. To do this, you need a column focused on Years and another column focused on the Amount. If you are still ...