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return on investment

  • 1 return on investment

    Fin
    a ratio of the profit made in a financial year as a percentage of an investment
    Abbr. ROI
    EXAMPLE
    The most basic expression of ROI can be found by dividing a company’s net profit (also called net earnings) by the total investment (total debt plus total equity), then multiplying by 100 to arrive at a percentage:
    Net profit/Total investment × 100 = ROI
    If, say, net profit is $30 and total investment is $250, the ROI is:
    30/250 = 0.12 × 100 = 12%
    A more complex variation of ROI is an equation known as the Du Pont formula:
    (Net profit after taxes/ Total assets) = (Net profit after taxes/ Sales) × Sales/Total assets
    If, for example, net profit after taxes is $30, total assets are $250, and sales are $500, then:
    30/ 250 = 30/ 500 × 500/250 =12% = 6% × 2 = 12%
    Champions of this formula, which was developed by the Du Pont Company in the 1920s, say that it helps reveal how a company has both deployed its assets and controlled its costs, and how it can achieve the same percentage return in different ways.
         For shareholders, the variation of the basic ROI formula used by investors is:
    Net income + (current value – original value) /original value × 100 = ROI
    If, for example, somebody invests $5,000 in a company and a year later has earned $100 in dividends, while the value of the shares is $5,200, the return on investment would be:
    100 + (5,200 – 5,000)/ 5,000 × 100 (100 + 200)/ 5,000 × 100 = 300/ 5,000 = 0.06 × 100 = 6% ROI
         It is vital to understand exactly what a return on investment measures, for example assets, equity, or sales. Without this understanding, comparisons may be misleading. It is also important to establish whether the net profit figure used is before or after provision for taxes.

    The ultimate business dictionary > return on investment

  • 2 return of investment

    Information technology: ROI

    Универсальный русско-английский словарь > return of investment

  • 3 return on investment

    Abbreviation: ROI

    Универсальный русско-английский словарь > return on investment

  • 4 return on investment

    Англо-русский словарь промышленной и научной лексики > return on investment

  • 5 Return On Investment estimator

    Abbreviation: ROI Estimator (USPS software to help marketers understand the cost-effectiveness of a mail program, 2004)

    Универсальный русско-английский словарь > Return On Investment estimator

  • 6 Guaranteed Return On Investment

    Business: GROI

    Универсальный русско-английский словарь > Guaranteed Return On Investment

  • 7 discounted return on investment

    Oil: DROI

    Универсальный русско-английский словарь > discounted return on investment

  • 8 investment center

    Fin
    a profit center with additional responsibilities for capital investment, and possibly for financing, whose performance is measured by its return on investment

    The ultimate business dictionary > investment center

  • 9 return on capital

    Investment: ROC

    Универсальный русско-английский словарь > return on capital

  • 10 return on equity

    Investment: ROE

    Универсальный русско-английский словарь > return on equity

  • 11 return on sales

    Investment: ROS

    Универсальный русско-английский словарь > return on sales

  • 12 investment

    أَسْهُم في شَرِكة \ investment: shares in a business. \ تَوْظيف أَمْوَال \ investment: putting money into a business so that one may gain more money in return. \ شَيْءٌ يُشْتَرَى للاستثمار \ investment: sth. expensive that seems worth it: I bought this picture as an investment (I hope to sell it at a higher price later).

    Arabic-English glossary > investment

  • 13 investment

    اِسْتِثْمَار \ exploitation: developing or using; making unfair use of another person. investment: putting money into a business so that one may gain more money in return. utilization.

    Arabic-English glossary > investment

  • 14 investment

    Fin
    any application of funds which is intended to provide a return by way of interest, dividend, or capital appreciation

    The ultimate business dictionary > investment

  • 15 Return On Marketing Investment

    Accounting: ROMI

    Универсальный русско-английский словарь > Return On Marketing Investment

  • 16 investment rate of return

    Oil: IRR

    Универсальный русско-английский словарь > investment rate of return

  • 17 Доход на среднюю стоимость активов (Return on Average Assets)

    Investment: RoAA

    Универсальный русско-английский словарь > Доход на среднюю стоимость активов (Return on Average Assets)

  • 18 rate of return

    Fin
    an accounting ratio of the income from an investment to the amount of the investment, used to measure financial performance.
    EXAMPLE
    There is a basic formula that will serve most needs, at least initially:
    [(Current value of amount invested – Original value of amount invested) / Original value of amount invested] × 100% = rate of return
    If $1,000 in capital is invested in stock, and one year later the investment yields $1,100, the rate of return of the investment is calculated like this:
    [(1100 – 1000) / 1000] × 100% = 100 / 1000 × 100% = 10% rate of return
    Now, assume $1,000 is invested again. One year later, the investment grows to $2,000 in value, but after another year the value of the investment falls to $1,200. The rate of return after the first year is:
    [(2000 – 1000) / 1000] × 100% = 100%
    The rate of return after the second year is:
    [(1200 – 2000) / 2000] × 100% = – 40%
         The average annual return for the two years (also known as average annual arithmetic return) can be calculated using this formula:
    (Rate of return for Year 1 + Rate of return for Year 2) /2 = average annual return
         Accordingly:
    (100% + – 40%) /2 = 30%
    The average annual rate of return is a percentage, but one that is accurate over only a short period, so this method should be used accordingly.
         The geometric or compound rate of return is a better yardstick for measuring investments over the long term, and takes into account the effects of compounding. This formula is more complex and technical.
         The real rate of return is the annual return realized on an investment, adjusted for changes in the price due to inflation. If 10% is earned on an investment but inflation is 2%, then the real rate of return is actually 8%.

    The ultimate business dictionary > rate of return

  • 19 risk-adjusted return on capital

    Fin
    return on capital calculated in a way that takes into account the risks associated with income.
    EXAMPLE
    Being able to compare a high-risk, potentially high-return investment with a low-risk, lower-return investment helps answer a key question that confronts every investor: is it worth the risk?
         There are several ways to calculate riskadjusted return. Each has its strengths and shortcomings. All require particular data, such as an investment’s rate of return, the risk-free return rate for a given period, and a market’s performance and its standard deviation.
         The choice of calculation depends on an investor’s focus: whether it is on upside gains or downside losses.
         Perhaps the most widely used is the Sharpe ratio. This measures the potential impact of return volatility on expected return and the amount of return earned per unit of risk. The higher a fund’s Sharpe ratio, the better its historical risk-adjusted performance, and the higher the number the greater the return per unit of risk. The formula is:
    (Portfolio return – Risk-free return)/Std deviation of portfolio return = Sharpe ratio
    Take, for example, two investments, one returning 54%, the other 26%. At first glance, the higher figure clearly looks like the better choice, but because of its high volatility it has a Sharpe ratio of 0.279, while the investment with a lower return has a ratio of 0.910. On a risk-adjusted basis the latter would be the wiser choice.
         The Treynor ratio also measures the excess of return per unit of risk. Its formula is:
    (Portfolio return – Risk-free return)/ Portfolio’s beta = Treynor ratio
    In this formula (and others that follow), beta is a separately calculated figure that describes the tendency of an investment to respond to marketplace swings. The higher beta the greater the volatility, and vice versa.
         A third formula, Jensen’s measure, is often used to rate a money manager’s performance against a market index, and whether or not a investment’s risk was worth its reward. The formula is:
    (Portfolio return – Risk-free return) – Portfolio beta × (Benchmark return – Riskfree return) = Jensen’s measure

    The ultimate business dictionary > risk-adjusted return on capital

  • 20 total return

    Gen Mgt
    the total percentage change in the value of an investment over a specified time period, including capital gains, dividends, and the investment’s appreciation or depreciation.
    EXAMPLE
    The total return formula reflects all the ways in which an investment may earn or lose money, resulting in an increase or decrease in the investment’s net asset value (NAV):
    (Dividends + Capital gains distributions +/ - Change in NAV)/ Beginning NAV = Total return × 100%
    If, for instance, you buy a stock with an initial NAV of $40, and after one year it pays an income dividend of $2 per share and a capital gains distribution of $1, and its NAV has increased to $42, then the stock’s total return would be:
    (2 + 1 + 2)/ 40 = 5/ 40 = 0.125 × 100% = 12.5%
    The total return time frame is usually one year, and it assumes that dividends have been reinvested. It does not take into account any sales charges that an investor paid to invest in a fund, or taxes they might owe on the income dividends and capital gains distributions received.

    The ultimate business dictionary > total return

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См. также в других словарях:

  • Return on Investment —   [rɪ təːn ɔn ɪn vestmənt, englisch], Abkürzung ROI, Kennzahl, die eine Aussage über die Rentabilität des investierten Kapitals zulässt …   Universal-Lexikon

  • return on investment — ( ROI) Generally, book income as a proportion of net book value. Bloomberg Financial Dictionary the ratio of net profit after income tax, over owner s equity. Usually expressed as a percentage. Glossary of Business Terms * * * return on… …   Financial and business terms

  • Return of investment — Der Begriff Return on Investment (deutsch Kapitalverzinsung oder Kapitalrendite, kurz ROI) bezeichnet ein Modell zur Messung der Rendite des eingesetzten Kapitals. Der ROI beschreibt als Oberbegriff für Renditekennzahlen sowohl die… …   Deutsch Wikipedia

  • Return on Investment — Der Begriff Return on Investment (deutsch Kapitalverzinsung, Kapitalrendite oder Anlagenrendite,[1] kurz ROI) bezeichnet ein Modell zur Messung der Rendite einer unternehmerischen Tätigkeit, gemessen am Gewinn im Verhältnis zum eingesetzten… …   Deutsch Wikipedia

  • Return on Investment — Re|turn on In|vest|ment [ri tə:n ɔn in vɛstmənt] <aus gleichbed. engl. return on investment, eigtl. »Gewinn aus Investition«> Kennzahl, die eine Aussage über die Rentabilität des investierten Kapitals zulässt (Wirtsch.); Abk.: ROI …   Das große Fremdwörterbuch

  • Return On Investment - ROI — A performance measure used to evaluate the efficiency of an investment or to compare the efficiency of a number of different investments. To calculate ROI, the benefit (return) of an investment is divided by the cost of the investment; the result …   Investment dictionary

  • return on investment — Amount earned per year on an investment, usually expressed as percentage. See also rate (rate of return) return on assets return on equity …   Black's law dictionary

  • return on investment — noun (corporate finance) the amount, expressed as a percentage, that is earned on a company s total capital calculated by dividing the total capital into earnings before interest, taxes, or dividends are paid • Syn: ↑return on invested capital,… …   Useful english dictionary

  • return on investment — noun Finance a measure of the efficiency of an investment, expressed as a percentage or ratio by subtracting the cost of the investment from the gain from the investment and then dividing this amount by the cost of the investment. Abbrev.: ROI …  

  • return on investment — the amount of profit, before tax and after depreciation, from an investment made, usually expressed as a percentage of the original total cost invested. Abbr.: ROI * * * …   Universalium

  • return for investment — ROI, index of profits in relation to a business investment (used to evaluate performance) …   English contemporary dictionary

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