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Net Present Value (NPV)

Present value of an arbitrary cash flow stream discounted at the required rate of return. Sums each cash flow CF_t divided by (1+k)^t. Positive NPV = project creates value; negative NPV = destroys value.

When to use: The single most-used capital-budgeting metric. Use to evaluate any investment or project by discounting its expected cash flows at the cost of capital (or your required return) and comparing the result to zero.

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Formula

NPV=t=0nCFt(1+k)tNPV = \sum_{t=0}^{n} \frac{CF_t}{(1 + k)^t}

Variables

SymbolNameDescriptionUnit
NPVNet Present ValuePresent value of all cash flows discounted at the required rate$
CashFlowsCash FlowsSequence of cash flows starting at period 0 (negative for outflows, positive for inflows)$
kDiscount RateCost of capital or required rate of return as a decimal (e.g. 0.10 for 10%)%

Real-Life Examples

Example 1: 4-Year Project

Invest $1,000 today, receive $400/year for 4 years. Required return is 10%. What is the NPV?

Given

CashFlows = k = 0.1

Step-by-Step

1.NPV = -1000 + 400/1.1 + 400/1.1² + 400/1.1³ + 400/1.1⁴
2.NPV = -1000 + 363.64 + 330.58 + 300.53 + 273.21
3.NPV ≈ $267.95
Result:267.95

NPV is +$267.95 — the project creates $267.95 of value above the 10% required return. Accept.

Example 2: Marginal Project (Reject)

Invest $5,000, receive $1,200, $1,500, $1,800, $2,000 over 4 years. Required return 12%.

Given

CashFlows = k = 0.12

Step-by-Step

1.Discount each CF at 12%
2.PV of inflows ≈ $4,819.48
3.NPV = $4,819.48 − $5,000 ≈ −$180.54
Result:-180.54

NPV is negative — the project earns less than the 12% required return. Reject (or renegotiate to lower the upfront cost).

Frequently Asked Questions

NPV gives a dollar-value answer at a specific discount rate (your cost of capital). IRR gives a single rate of return regardless of capital cost. NPV is usually preferred because it scales with project size and assumes intermediate cash flows are reinvested at the cost of capital — a more realistic assumption than IRR's implicit reinvestment-at-IRR assumption.

For corporate projects, the weighted average cost of capital (WACC). For personal investments, your required rate of return — often the rate available on a comparable-risk alternative. The discount rate must reflect the risk of the cash flows being discounted.

Because t=0 is "today" — no time has passed, so no discounting is needed. By convention, the initial investment is entered as a negative cash flow at index 0, with subsequent cash flows discounted by 1, 2, …, n periods.

Yes — that is its main strength. Unlike PV-of-annuity (which requires constant payments), NPV accepts any sequence of cash flows including zeros, sign changes, growth, or one-time payments. This makes it the workhorse of project finance.