How to Calculate the Value of Preferred Stock Calculating the value of preferred stock involves taking into account fixed dividend payments and the required rate of return.

An annual return, or annualized return, is a percentage value that tells you how much an investment as increased in value on average per year over a period of time.

Many stock investments, in particular, are designed to produce a combination of income and capital gains. Total return combines these two types of investment returns into a single metric.

A straight ranking result is easy using one of Microsoft Excel’s ranking functions. Calculating a conditional rank is even easier if you let an Excel PivotTable do all the work.

Reviewed by Thomas Brock Fact checked by Suzanne Kvilhaug CAPM: An Overview Many investors use the capital asset pricing model (CAPM) as a way to estimate the potential return of a stock or other ...