Analyze any stock with P/E, P/S, P/B ratios, dividend yield, Graham Number, position P/L, and price scenario analysis. Compare valuation vs S&P 500 benchmarks.
A single stock analysis requires checking multiple valuation ratios, understanding your position's profit/loss, and evaluating price targets - all context that's scattered across different tools. This calculator consolidates everything into one view so you can see the valuation, the income stream, and the position risk together instead of piecing them together from separate screens.
Enter a stock's current price, EPS, dividends, and book value to instantly compute P/E, P/S, P/B ratios, earnings yield, payout ratio, and the Graham Number (Ben Graham's intrinsic value formula). Add your shares owned and cost basis to see unrealized gains, annual dividend income, and target price upside. That means the page works both as a valuation tool and as a position tracker for an existing holding.
The valuation summary benchmarks every ratio against S&P 500 averages, color-coded to show whether the stock trades at a premium or discount. The price scenario table maps out your position value across +/-50% price moves, helping you translate abstract multiples into actual dollars at risk before you buy, trim, or hold. It is most useful when you want a quick check of whether the stock looks cheap, expensive, or simply different from the benchmark set you are comparing it against.
Instead of checking valuation ratios in one place and position performance in another, this calculator keeps the key stock metrics in a single workflow. You can compare valuation, dividend income, cost basis, and target-price scenarios together, which makes it easier to discuss the trade, size the position, and avoid mixing inconsistent numbers from multiple sources. It is especially helpful when you need to decide whether a stock is attractive on fundamentals and whether your current position is already carrying too much risk.
P/E = Price / EPS P/S = Price / Revenue per Share P/B = Price / Book Value per Share Dividend Yield = Annual Dividend / Price × 100 Earnings Yield = EPS / Price × 100 Graham Number = √(22.5 × EPS × Book Value)
Result: Position: $19,000 (+31%), P/E: 29.2×, Yield: 0.53%
100 shares bought at $145 = $14,500 cost basis. At $190, position is worth $19,000 — a $4,500 (31%) unrealized gain. P/E of 29.2× is above the S&P 500 average, indicating a growth premium.
A low P/E can mean the market is undervaluing the business, but it can also signal declining earnings, weak balance-sheet quality, or a cyclical peak. Pair earnings multiples with book value, dividend yield, and your own thesis about growth and risk. The point of the calculator is to keep those views in one screen so a single ratio does not drive the whole decision.
A good business can still be a poor position if it is too large in your portfolio or if your cost basis has created more downside than you realize. Use the scenario analysis to see how a 10%, 20%, or 30% move changes your dollar gain or loss. That makes risk management more concrete than talking about percentages alone.
EPS, dividends per share, revenue per share, and book value per share should come from the same reporting period whenever possible. Mixing trailing numbers with stale balance-sheet figures or forward-looking estimates can distort the multiples. If you switch from trailing to forward assumptions, update the whole set so the output stays internally consistent.
Benjamin Graham's conservative intrinsic value estimate: √(22.5 × EPS × Book Value). If the stock trades below this number, it may be undervalued by Graham's standards, though the formula is intentionally conservative.
No - high-growth companies often deserve a higher P/E. The key is whether the growth rate justifies the multiple, so the PEG ratio (P/E ÷ growth rate) is a useful follow-up check.
The inverse of P/E: EPS / Price. It represents the return you would earn if all earnings were paid out, which makes it useful for comparing stocks to bond yields or other cash-yielding assets.
Divide total dollars invested by total shares. If you bought 50 shares at $140 and 50 at $150, cost basis = ($7,000 + $7,500) / 100 = $145, and that blended cost basis is what the calculator should use.
S&P 500 average is about 1.5%. Above 3% is high yield, while above 6% may signal dividend-cut risk because the yield is high mainly due to a falling price.
Trailing (TTM) EPS is factual. Forward EPS is an analyst estimate, so use trailing for historical valuation and forward for expected valuation, but keep the whole input set on the same basis.