How to Calculate ROI

Return on investment puts wildly different investments on one comparable scale. Here's the formula and how to use it well.

By the CalcHeadquarters Editorial TeamUpdated June 20264 min read
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What ROI Is

Return on investment measures your gain or loss relative to what you put in. It's a percentage, which lets you compare a marketing campaign, a stock, and a piece of equipment on the same scale.

The ROI Formula

ROI = (Final Value − Initial Investment) ÷ Initial Investment × 100. The numerator is your net profit; dividing by the initial investment expresses it as a percentage return.

A Worked Example

Invest $10,000 and end with $15,000. Net profit is $5,000, so ROI = $5,000 ÷ $10,000 = 50%. You earned 50 cents for every dollar invested.

Annualizing ROI

A 50% return over one year is very different from 50% over ten. Annualized ROI accounts for time: ((Final ÷ Initial)^(1 ÷ years) − 1) × 100. That 50% over 3 years annualizes to about 14.5% per year.

Always annualize when comparing investments held for different lengths of time — otherwise longer holds look artificially impressive.

Limitations to Watch

ROI ignores risk and the timing of cash flows. Two investments can share the same ROI while one is far riskier or ties up your money longer. Pair ROI with payback period and, for bigger decisions, net present value.

Frequently Asked Questions

How do I calculate ROI?
Subtract the initial investment from the final value, divide by the initial investment, and multiply by 100. A $10,000 investment worth $15,000 has a 50% ROI.
What is annualized ROI?
Annualized ROI expresses total return as an average yearly rate using ((Final ÷ Initial)^(1 ÷ years) − 1) × 100. It lets you compare investments held for different periods.
What is a good ROI?
It depends on risk and asset type. The stock market has historically returned about 7–10% a year. A good business project clears your cost of capital with margin to spare.
Does ROI account for risk?
No. ROI measures return only, not the risk taken or the time your money was committed. Consider those factors alongside ROI.
What's the difference between ROI and payback period?
ROI measures the total percentage return, while payback period measures how long until you recover your investment. Together they show both profitability and speed.
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Written & reviewed by the CalcHeadquarters Editorial Team
Every guide is built from published formulas and authoritative sources, then independently checked for accuracy before it goes live. Last updated June 2026. Read our editorial policy & methodology.