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💵 What is Net Present Value (NPV)?

NPV is the difference between the present value of cash inflows and the present value of cash outflows over time. It tells you in dollar terms whether an investment creates or destroys value.

Key Point: NPV accounts for the time value of money. A dollar today is worth more than a dollar tomorrow. NPV brings all future cash flows back to today's value using a discount rate, then compares to the initial investment.

The NPV Formula

NPV = Σ [CFt / (1 + r)^t] - Initial Investment
Where:
CFt = Cash flow in period t
r = Discount rate
t = Time period

Simple Example

Initial investment: $10,000
Year 1 cash flow: $4,000
Year 2 cash flow: $5,000
Year 3 cash flow: $4,000
Discount rate: 10%
PV Year 1: $4,000 / 1.10 = $3,636
PV Year 2: $5,000 / 1.10² = $4,132
PV Year 3: $4,000 / 1.10³ = $3,005
Total PV of inflows: $10,773
NPV = $10,773 - $10,000
NPV = $773

Interpretation: Positive NPV of $773 means the project creates value. At a 10% discount rate, you earn more than your cost of capital.

NPV Decision Rules

NPV Result Decision Meaning
NPV > 0 (Positive) Accept project Creates value, exceeds hurdle rate
NPV = 0 Neutral (breakeven) Exactly meets required return
NPV < 0 (Negative) Reject project Destroys value, below hurdle rate

NPV vs IRR: Key Differences

Metric NPV IRR
Result format Dollar amount ($45,000) Percentage (18%)
What it shows Absolute value created Rate of return earned
Discount rate You choose (cost of capital) Calculated automatically
Scale consideration Yes (bigger projects = bigger NPV) No (% is scale-independent)
When to use Final investment decision Initial screening, comparison

Understanding Discount Rate

The discount rate represents:

  • Cost of capital: What you pay to borrow money
  • Opportunity cost: What you could earn elsewhere
  • Risk premium: Higher risk requires higher rate

Typical Discount Rates:

Investment Type Typical Rate
Government bonds (low risk) 3-5%
Established business 8-12%
New venture (medium risk) 15-20%
Startup (high risk) 25-35%
💡 Why Time Value Matters

$1,000 today vs $1,000 in 5 years:
At 10% discount rate, $1,000 in 5 years = $620.92 today
At 15% discount rate, $1,000 in 5 years = $497.18 today
Higher discount rates make future money worth less today.

Common Applications

Equipment Purchase:

Should we buy new machinery? NPV compares upfront cost to future productivity gains.

Real Estate Development:

Is this property development profitable? NPV considers all costs and future sale proceeds.

Business Acquisition:

Should we acquire this company? NPV values future cash flows against purchase price.

Project Evaluation:

Which of 3 projects should we fund? Choose the one with highest positive NPV.

⚠️ NPV Limitations

NPV assumes:
- Cash flows occur exactly as predicted
- Discount rate remains constant
- Cash can be reinvested at discount rate
- Doesn't account for flexibility or real options
Use NPV as one tool, not the only decision factor.

🔢 Calculating NPV Step-by-Step

Example: Manufacturing Equipment

Scenario: Company considering $150,000 machine with 5-year life

Cash Flows:

Year Cash Flow
0 (Today) -$150,000
1 $30,000
2 $35,000
3 $45,000
4 $60,000
5 $85,000

Discount rate: 10%

Step 1: Calculate Present Value of Each Cash Flow

Year 1: $30,000 / (1.10)¹ = $27,273
Year 2: $35,000 / (1.10)² = $28,926
Year 3: $45,000 / (1.10)³ = $33,808
Year 4: $60,000 / (1.10)⁴ = $40,981
Year 5: $85,000 / (1.10)⁵ = $52,779

Step 2: Sum All Present Values

Total PV of inflows: $183,767

Step 3: Subtract Initial Investment

NPV = $183,767 - $150,000
NPV = $33,767
Decision: Positive NPV of $33,767 means accept project. It creates value and exceeds the 10% hurdle rate.

Impact of Discount Rate

Same project, different discount rates:

Discount Rate NPV Decision
8% $44,956 Accept (strong positive)
10% $33,767 Accept (positive)
15% $10,533 Accept (barely)
17% $1,031 Marginal
20% -$11,452 Reject (negative)

Higher discount rates reduce NPV. At 20%, this project destroys value.

Comparing Multiple Projects

Three projects, $100k budget, which to choose?

Project Initial Cost NPV at 12% IRR
Project A $50,000 $18,500 24%
Project B $80,000 $31,200 19%
Project C $100,000 $35,000 17%
Decision: Choose Project C (highest NPV at $35,000). While A has the highest IRR (24%), C creates the most absolute value. NPV is the superior metric for final decisions.

Uneven Cash Flow Example

Software Development Project:

Year Cash Flow Note
0 -$200,000 Initial development
1 -$50,000 More development (negative!)
2 $40,000 Launch, slow uptake
3 $120,000 Growing rapidly
4 $180,000 Mature product
5 $200,000 Peak revenue

NPV Calculation at 15% discount rate:

Year 0: -$200,000
Year 1: -$50,000 / 1.15 = -$43,478
Year 2: $40,000 / 1.15² = $30,246
Year 3: $120,000 / 1.15³ = $78,945
Year 4: $180,000 / 1.15⁴ = $102,941
Year 5: $200,000 / 1.15⁵ = $99,432
Sum of PVs: $68,086
NPV = $68,086

Despite two years of negative cash flow, NPV is positive $68k. Project creates value.

🌍 Real-World NPV Examples

1
Restaurant Expansion

Decision: Open second restaurant location

Investment Required:

Initial fit-out: $350,000
Equipment: $150,000
Initial inventory: $50,000
Total: $550,000

Projected Annual Cash Flows:

Year Revenue Expenses Net Cash Flow
1 $450,000 $385,000 $65,000
2 $520,000 $410,000 $110,000
3-10 Growing 5%/yr Growing 3%/yr $130k-$195k

NPV at 18% (typical restaurant hurdle):

PV of 10 years cash flows: $685,240
Initial investment: $550,000
NPV = $135,240

Decision: Proceed. Creates $135k in value at 18% hurdle rate.

2
Solar Panel Installation

Homeowner decision: Install solar panels

Costs:

System cost: $18,000
Government rebate: -$3,000
Net investment: $15,000

Annual Savings:

Electricity bill reduction: $2,100/year
Maintenance: -$100/year
Net annual benefit: $2,000
System life: 25 years

NPV at 5% (homeowner's opportunity cost):

PV of 25 years × $2,000 at 5%: $28,199
Initial cost: $15,000
NPV = $13,199

Decision: Install panels. Positive NPV of $13k means financial sense.

3
Rental Property Investment

Evaluate: Purchase rental property

Purchase Details:

Property price: $600,000
Down payment (30%): $180,000
Renovation: $20,000
Total cash invested: $200,000

Annual Cash Flows (after mortgage, expenses):

Years 1-10: $8,000/year positive
Year 10 sale: $780,000 (30% appreciation)
Less remaining mortgage: -$320,000
Net proceeds Year 10: $460,000

NPV at 12% hurdle rate:

PV of annual $8k: $45,181
PV of Year 10 proceeds: $148,135
Total PV: $193,316
Initial investment: $200,000
NPV = -$6,684

Decision: Reject. Negative NPV means return below 12% hurdle rate. Better opportunities exist.

🎯 Test Your Knowledge

Complete this 10-question quiz on NPV

1. What does NPV stand for?
New Project Value
Net Present Value
Nominal Price Valuation
Net Profit Value
2. If NPV is positive, you should:
Accept the project
Reject the project
Recalculate with different rate
Wait one year
3. What does the discount rate represent?
The inflation rate
Cost of capital or required rate of return
The project's IRR
The bank's interest rate
4. Higher discount rates will:
Increase NPV
Decrease NPV
Not affect NPV
Double NPV
5. When NPV and IRR give conflicting project rankings, choose based on:
Higher IRR always
Higher NPV (creates more value)
Lower initial investment
Shortest payback period
6. $1,000 received in 5 years, discounted at 10%, is worth today:
$1,000
$900
$750
$621
7. NPV gives results in:
Dollar amounts
Percentages
Years
Ratios
8. A project with NPV of zero means:
Total loss
Exactly meets required return (breakeven)
Should definitely reject
Error in calculation
9. Which is NOT an advantage of NPV?
Accounts for time value of money
Shows absolute value created
Considers all cash flows
Easy to compare percentages across projects
10. Typical discount rate for a high-risk startup would be:
5%
10%
15%
25-35%

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