RatioPlotter.eu - Financial Calculators

Financial Analyzers

Free tools to analyze growth, dividends, and simulate portfolio rebalancing.

This page will project into the future the total growth of an investment in ficticious stock with a certain revenue growth and a certain dividend yield. We assume the dividends are reinvested at a certain parameterized rate of return, for instance your portfolio average return rate and not necessarily in the same company that paid the dividends.

This calculator can use parameters from an existing company to project its returns into the future. If you want to look back at your past investment into various companies simulating the reinvestment of the dividends I suggest you use this other technique/calculator: looking back ant Buffett's investment in Coca-Cola

Revenue data for this calculator can best be copied from Yahoo Finance.

Dividend data for this calculator can be found on MorningStar.

1. Sales Growth Analyzer

Paste a chronological series of yearly sales figures to analyze growth trends.

Average YoY Growth : -

Lowest YoY Growth: -

Highest YoY Growth: -

Overall Period CAGR
ⓘ Compound Annual Growth Rate (CAGR) is the theoretical steady growth rate at which an investment would have grown if it grew at a constant rate each year. It smooths out the volatility of periodic returns.
: -

2. Dividend Yield Analyzer

Compares current dividends to the historical average.

Past Average Dividend: -

Ratio (Avg / Current): -

Current Yield: -

Adjusted Yield: -

Investment Growth Calculator

1. Global Parameters

2. Company Rebalancer
ⓘ Rebalancing is the process of realigning the weightings of a portfolio of assets. This tool allows you to hypothetically compare two different assets to understand how different growth and yield assumptions might impact a portfolio.

Company A

Sales Growth (%)

Dividend Yield (%)

Total Wealth: -

CAGR (Yearly Gain): -

Company B