NPV — Net Present Value
Fundamentals — Investment Decision Making

Is This Investment Worth It?

Should you invest $100,000 in a business that pays back $30,000/year for 5 years? Should you buy that rental property? Learn how NPV helps you make smarter investment decisions with real examples.
⏱ 10 min read 💼 3 real-world examples 📝 3 practice problems 🧮 Calculator integration

What Is Net Present Value?

Someone offers you a business investment: "Put in $100,000 today and you'll get $30,000 every year for 5 years." That's $150,000 total—sounds like profit! But is it really?

The catch: that future money isn't worth as much as today's $100,000. NPV (Net Present Value) converts all future cash flows to today's dollars, then subtracts your initial investment. If NPV is positive (+), the investment is worth it. If it's negative (−), you'll lose money.

NPV = +$13.7M ✓ Sum of future cash flows in today's dollars − Initial investment −$100K Investment Year 0 +$30K ÷(1.1)¹ Year 1 +$30K ÷(1.1)² Year 2 +$30K ÷(1.1)³ Year 3 +$30K ÷(1.1)⁵ Year 5
Each year's cash flow is discounted to present value (at 10%), then summed and reduced by the initial investment
NPV Formula

NPV = −C0 + C1/(1+r) + C2/(1+r)2 + … + Cn/(1+r)n

C0 = initial investment, Ct = cash flow in year t, r = discount rate
NPV Decision Rule
NPV > 0 → Investment is worth it. You make money after accounting for time value
NPV = 0 → Break-even. Decide based on other factors (risk, alternatives)
NPV < 0 → Don't invest. You'll lose money in today's dollars

Core principle: TVM converts future money to today's value, then NPV applies it to investment decisions.
How to Choose the Discount Rate
The discount rate is "what return I'd earn if I invested this money elsewhere"
Conservative investor (savings account) → 3−4%
Stock market investor → 8−10%
Business owner (higher risk) → 15−20%

Higher discount rate = lower NPV = tougher investment standard. Someone expecting 15% returns won't accept a 5% investment.

Real-World Example 1: Rental Property Investment

You're considering buying a rental property for $300,000. You expect:

Rental Property NPV Calculation
Initial investment: −$300,000
Year 1−10 rental income: $25,000/year, discounted at 8%
Year 10 sale proceeds: $350,000, discounted at 8%

Result: NPV = +$47,200
The investment returns more than your 8% requirement. It's a good investment.

Real-World Example 2: Equipment Investment for a Business

Your manufacturing business can buy new equipment for $200,000 that will:

Equipment Investment NPV Calculation
Initial investment: −$200,000
Year 1−5 profit increase: $60,000/year, discounted at 10%
Year 5 scrap value: $40,000, discounted at 10%

Result: NPV = +$27,500
Worth it. The equipment pays for itself and generates $27,500 in value.

Real-World Example 3: Solar Panel Installation

You want to install solar panels on your house:

Solar Panel NPV Calculation
Initial investment: −$15,000
Year 1−20 savings: $1,800/year, discounted at 6%

Result: NPV = +$7,800
The electricity savings will exceed the installation cost. Recommended investment.

NPV vs IRR: When to Use Each

Both metrics help evaluate investments, but they answer different questions:

NPV vs IRR Comparison
NPV (Net Present Value)
Answers: "How much money will I make (in today's dollars)?"
Use when: Comparing investments of different sizes
Weakness: Requires knowing the discount rate upfront

IRR (Internal Rate of Return)
Answers: "What % return will this investment give me?"
Use when: You want to know the percentage return
Weakness: Doesn't show absolute dollar gains

Key Takeaways on NPV

Practice Problem 1
You can invest $50,000 today and receive $15,000 for 4 years. At a 7% discount rate, what is the NPV?

Year 1: $15,000 ÷ 1.07 = $14,019
Year 2: $15,000 ÷ 1.07² = $13,100
Year 3: $15,000 ÷ 1.07³ = $12,243
Year 4: $15,000 ÷ 1.07⁴ = $11,439
Sum: $50,801 − $50,000 = NPV = +$801
Practice Problem 2
An investment requires $100,000 today and returns $25,000/year for 5 years. If your discount rate is 8%, calculate NPV.

Sum of discounted cash flows: $25,000 × [(1−1/(1.08)⁵)/0.08] = $99,818
NPV = $99,818 − $100,000 = NPV = −$182
Slightly negative—probably not worth it.
Practice Problem 3
You're evaluating a business investment: $200,000 upfront, then $60,000 profit/year for 4 years, plus $50,000 salvage value in year 4. Discount rate = 10%. Is it worth it?

NPV = −$200K + $60K/1.1 + $60K/1.1² + $60K/1.1³ + ($60K+$50K)/1.1⁴
NPV = −$200K + $54,545 + $49,587 + $45,079 + $74,826
NPV = +$24,037 → Good investment!

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