Investment Calculator

Capital gain or appreciation is an increase in the market price of your stock. It is the difference between the amount you paid when buying shares and the current market price of the stock. However, if the company doesn’t perform as expected, the stock’s price may go down below your buying price.

Gross Capital Gains (php)

Selling Price – Buying Price

Net Capital Gains (php)

(Selling Price – Buying Price) – Trading Costs
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Odio commodo ipsum felis molestie vel tempor. Arcu ullamcorper aenean at ultricies suscipit sed. Egestas in vel adipiscing accumsan sed in ultricies amet enim. Vulputate iaculis cursus platea massa pellentesque id maecenas iaculis eu.

Amount of Transaction (php)

No. of shares Bought or Sold x Buying or Selling Price

Stockbroker’s Commission (php)

(Amount of Transaction x Commission Rate) + 12% VAT

Clearing Fee (php)

(Amount of Transaction x 0.0001)

PSE Transaction Fee (php)

(Amount of Transaction x 0.00005)

Stock Transaction Tax (php)

(Amount of Transaction x 0.005)

Total Trading Costs (php)

Amount of Transaction + Stockbroker’s Commission + Clearing Fee + PSE Transaction Fee + Stock Transaction Tax

Dividend yield is the percentage return a company pays out to its shareholders in the form of cash dividends. It is an easy way to compare the relative attractiveness of various dividend-paying stocks. Most investors prefer stocks paying relatively high, stable dividend yields.

Dividend Yield (%)

( Cash Dividend per Share / Buying Price per Share ) x 100

Dividend payout ratio measures the percentage of a company’s earnings per share that are paid to shareholders as dividends . It determines what portion of earnings has been retained in the business.

Dividend Payout Ratio (%)

( Cash Dividend per Share / Earnings per Share ) x 100

Earnings per share (EPS) is the portion of a company’s profit allocated to each outstanding share of common stock. EPS is calculated as net income (the profit a company makes after paying all expenses and taxes) divided by the number of shares outstanding (total number of shares that a company has) during the same period. If the number of shares out in the market has changed during that period, a weighted average of the quantity of shares is used.

EPS is just one of the metrics to determine a company’s profitability. It is also a major component of another important metric, price per earnings ratio (P/E).

Earnings Per Share (php)

Net Income / No. of Shares Outstanding

Price Earnings Ratio (P/E) is one of the oldest and most frequently used metrics to determine the value of a company’s stock. To calculate the P/E, simply divide the company’s current share price by its earnings per share (EPS).

In general, a higher P/E ratio suggests that investors are paying more for each unit of net income, so the stock is more expensive compared to one with a lower P/E. It is usually more useful to compare the P/E ratios of one company to other companies in the same industry, to the market in general or against the company’s own historical P/E.

Price Earnings Ratio (php)

Price per Share / Earnings per Share

Book Value per Share is a measure used by owners of common shares in a company to determine the level of safety associated with each individual share after all debts are paid accordingly.

Book Value per Share (php)

Total Shareholder Equity – Preferred Equity
             No. of Outstanding Shares

(Total Shareholder Equity – Preferred Equity)/No. of Outstanding Shares

Price to Book Value per Share is used to compare a company’s net assets available to common shareholders relative to the current share price. To calculate, divide the book value per share by the current share price.

Price to Book Value per Share (php)

Book Value per Share / Price per Share

Total Return is the actual rate of return of an investment over a given evaluation period. Generally this tells the investor the percentage gain or loss on an investment based on the buying price.

Returns (%)

[[ Cash Dividend per Share + ( Selling Price – Buying Price ) ] x 100] / Buying Price

Capital gain or appreciation is an increase in the market price of your stock. It is the difference between the amount you paid when buying shares and the current market price of the stock. However, if the company doesn’t perform as expected, the stock’s price may go down below your buying price.

Gross Capital Gains (php)

Selling Price – Buying Price

Net Capital Gains (php)

(Selling Price – Buying Price) – Trading Costs

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Odio commodo ipsum felis molestie vel tempor. Arcu ullamcorper aenean at ultricies suscipit sed. Egestas in vel adipiscing accumsan sed in ultricies amet enim. Vulputate iaculis cursus platea massa pellentesque id maecenas iaculis eu.

Amount of Transaction (php)

No. of shares Bought or Sold x Buying or Selling Price

Stockbroker’s Commission (php)

(Amount of Transaction x Commission Rate) + 12% VAT

Clearing Fee (php)

(Amount of Transaction x 0.0001)

PSE Transaction Fee (php)

(Amount of Transaction x 0.00005)

Stock Transaction Tax (php)

(Amount of Transaction x 0.005)

Total Trading Costs (php)

Amount of Transaction + Stockbroker’s Commission + Clearing Fee + PSE Transaction Fee + Stock Transaction Tax

Dividend yield is the percentage return a company pays out to its shareholders in the form of cash dividends. It is an easy way to compare the relative attractiveness of various dividend-paying stocks. Most investors prefer stocks paying relatively high, stable dividend yields.

Dividend Yield (%)

( Cash Dividend per Share / Buying Price per Share ) x 100

Dividend payout ratio measures the percentage of a company’s earnings per share that are paid to shareholders as dividends . It determines what portion of earnings has been retained in the business.

Dividend Payout Ratio (%)

( Cash Dividend per Share / Earnings per Share ) x 100

Earnings per share (EPS) is the portion of a company’s profit allocated to each outstanding share of common stock. EPS is calculated as net income (the profit a company makes after paying all expenses and taxes) divided by the number of shares outstanding (total number of shares that a company has) during the same period. If the number of shares out in the market has changed during that period, a weighted average of the quantity of shares is used.

EPS is just one of the metrics to determine a company’s profitability. It is also a major component of another important metric, price per earnings ratio (P/E).

Earnings Per Share (php)

Net Income / No. of Shares Outstanding

Price Earnings Ratio (P/E) is one of the oldest and most frequently used metrics to determine the value of a company’s stock. To calculate the P/E, simply divide the company’s current share price by its earnings per share (EPS).

In general, a higher P/E ratio suggests that investors are paying more for each unit of net income, so the stock is more expensive compared to one with a lower P/E. It is usually more useful to compare the P/E ratios of one company to other companies in the same industry, to the market in general or against the company’s own historical P/E.

Price Earnings Ratio (php)

Price per Share / Earnings per Share

Book Value per Share is a measure used by owners of common shares in a company to determine the level of safety associated with each individual share after all debts are paid accordingly.

Book Value per Share (php)

Total Shareholder Equity – Preferred Equity
             No. of Outstanding Shares

(Total Shareholder Equity – Preferred Equity)/No. of Outstanding Shares

Price to Book Value per Share is used to compare a company’s net assets available to common shareholders relative to the current share price. To calculate, divide the book value per share by the current share price.

Price to Book Value per Share (php)

Book Value per Share / Price per Share

Total Return is the actual rate of return of an investment over a given evaluation period. Generally this tells the investor the percentage gain or loss on an investment based on the buying price.

Returns (%)

[[ Cash Dividend per Share + ( Selling Price – Buying Price ) ] x 100] / Buying Price