Calculators Articles - Market Analysis & Investment Insights

Only 1 in 22 Families in Their 50s Hits the 6x Retirement Rule

The Fed's newest Survey of Consumer Finances shows how much families save for retirement by age. We counted how many reach the 1x to 10x rule of thumb.

Market-Wide Circuit Breakers: Levels, History & Trading Halt Rules

Learn how market-wide circuit breakers work, when trading halts trigger at 7%, 13%, and 20%, and what happens during these critical market events.

Leveraged ETFs: Complete Guide to 2x and 3x ETFs (TQQQ, SQQQ & More)

This guide explains how 2x and 3x leveraged ETFs such as TQQQ and SQQQ reset to their multiple every day, and why that reset wears value away when prices swing up and down, with a calculator for the decay.

Rule of 40 for Software: Complete Guide & Calculator

The Rule of 40 balances growth and profitability for software companies. Calculate scores, understand variations, and evaluate SaaS stocks effectively.

Dividend Yield vs Total Return: The Complete Guide for Smart Investors

Dividend yield counts only the cash a stock pays out, while total return also counts what happened to its price, and this article shows how a high yield can sit on top of a falling stock, with a calculator that compares the two.

Net Revenue Retention (NRR), ARR & Billings: Essential SaaS Metrics

Understand the essential SaaS metrics—Net Revenue Retention, ARR, and Billings—that reveal the true health of subscription businesses.

DCF Calculator & Formula: Complete Discounted Cash Flow Guide 2026

Complete DCF guide with free calculator. Learn the DCF formula, build DCF models, and calculate intrinsic value like Wall Street analysts.

What Is an Index Fund? Complete Guide to Passive Investing

An index fund holds the same stocks as a market index in the same proportions; this guide covers how these funds work and what they cost, and it includes a returns calculator and sample portfolios for different levels of risk.

PEG Ratio: The Growth-Adjusted Valuation Metric Every Investor Should Know

Master the PEG ratio to find undervalued growth stocks. Learn the formula, calculation, interpretation, and how it improves upon P/E ratios.

Market Cap Categories: Small-Cap vs Mid-Cap vs Large-Cap Stocks

Understand how market cap categories from nano to mega-cap define stock characteristics, risk profiles, and investment strategies. Includes calculator.

CAGR (Compound Annual Growth Rate): Definition, Formula & Calculator

Master CAGR with our complete guide. Learn the formula, use our calculator, and understand how compound growth builds wealth over time.

Working Capital and Liquidity Ratios: Essential Metrics for Financial Health

Master working capital and liquidity ratios to assess company financial health. Learn formulas, use our calculator, and understand what makes strong vs weak liquidity.

52-Week Highs and Lows: Key Indicators for Stock Momentum

The 52-week high and low mark the edges of a stock’s trading range over the past year; this article explains how that range rolls forward each day and how traders read a price near either end of it.

Beta and Volatility in Plain English: Your Guide to Stock Risk

Master beta and volatility with our plain English guide. Learn what beta numbers mean, use our calculator, and understand how stocks move relative to the market.

FCF Yield: The Cash Return Metric Smart Investors Use

Master FCF Yield to evaluate real cash returns. Learn the formula, use our calculator, and understand why it matters more than dividends for value investing.