Finance calculators

Stock Growth Calculator

Updated Aug 21, 2026 By Jehan Wadia
Rate Formulas

Your Investment

One-time lump sum invested today.
Amount added each contribution period.
Contributions are added at the end of each period.
Leave blank to work in pure dollar-value mode.
1 to 50 years (or the equivalent in months/quarters).
How often the nominal growth rate is compounded.

Growth & Dividends

Expected average annual share-price appreciation (−100% to 500%).
Annual cash dividends as a percent of holdings value.
Dividend Handling
On: dividends buy more shares. Off: dividends accumulate as cash.

Adjustments & Benchmark

Symbol only — no live currency conversion.
Estimate of combined federal + state rate on total gains.

Scenario Comparison

Results Summary 10 years

Future Value (Nominal)
Future Value (Real)
After-Tax Value
Total Amount Invested
Total Growth / Gain
Total Dividends Earned
Benchmark Final Value
Shares Owned at End
Crossover (Break-Even) Year
Step-by-Step Solution
Portfolio Value Over Time

Each series uses a distinct colour and line style; the year-by-year table below is the text equivalent of this chart.
Where the Final Value Came From
Side-by-Side Scenario Comparison
Comparison of key metrics across scenarios and the benchmark
Year-by-Year Breakdown (primary scenario — click a column heading to sort)
Annual snapshot of balances, contributions, dividends and growth

Introduction

The Stock Growth Calculator shows you how much your stock investment could be worth in the future. You type in what you invest today, what you add each week or month, and how fast you think your money will grow. The calculator does the math and shows your future value right away.

It also handles dividends. You can choose to reinvest them to buy more shares, or keep them as cash. On top of that, you can adjust for inflation to see what your money is really worth, and take out capital gains tax to see what you keep.

You get more than one number. The tool gives you a step-by-step solution, a growth chart, a year-by-year table, and a breakdown of where your final value came from. You can also compare up to three plans side by side, or match your plan against a benchmark like the S&P 500.

There is a second tab for reverse CAGR. If you already know your start value, end value, and how long you held the stock, it tells you your compound annual growth rate and how long it takes to double your money. For a standalone version of that math, try our CAGR Calculator.

How to use our Stock Growth Calculator

Enter how much you invest, how fast you think the stock will grow, and how long you will hold it. The calculator shows your future value, your total gain, dividends earned, shares owned, and a year-by-year breakdown with charts.

Initial Investment: Type the lump sum you are putting in today. Use 0 if you start from nothing. For a one-time deposit with no additions, the Lumpsum Calculator is a quicker option.

Regular Contribution: Type the amount you add each time you invest. Use 0 if you only invest once.

Contribution Frequency: Pick how often you add money — weekly, monthly, quarterly, yearly, or none. If you want to model steady buys only, see the DCA Calculator.

Purchase Price Per Share: Type the price of one share to see how many shares you own. Leave it blank to work in dollars only. If you have bought at several prices, the Stock Average Calculator finds your blended cost.

Investment Time Horizon: Type how long you will stay invested, then pick years, months, or quarters. The limit is 1 to 50 years.

Compounding Frequency: Choose how often growth compounds — yearly, quarterly, monthly, or daily. More often means a slightly higher end value. See the Compound Interest Calculator or the Daily Compound Interest Calculator for a closer look.

Annual Growth Rate: Enter the yearly return you expect from the share price, or drag the slider. The long-run stock market average is near 10%.

Dividend Yield: Enter the yearly dividend as a percent of your holdings. Use 0 if the stock pays no dividend. Our Dividend Yield Calculator works it out from the payout and share price.

Reinvest Dividends (DRIP): Turn this on to buy more shares with your dividends. Turn it off to keep them as cash. The DRIP Calculator focuses on reinvestment alone, and the Dividend Calculator shows your income stream.

Currency: Pick the money symbol you want to see. This changes the display only, not the math.

Adjust for Inflation: Turn this on and enter an inflation rate to see what your money is worth in today's dollars. The Inflation Calculator shows the same effect on any amount.

Apply Capital Gains Tax: Turn this on and enter your tax rate to see your value after tax on your gains. For a full bill by holding period and income, use the Capital Gains Tax Calculator.

Compare to Benchmark: Turn this on and pick the S&P 500, NASDAQ, bonds, or a custom rate to see how your plan stacks up. You can also model a fund directly with the Index Fund Calculator or the ETF Calculator.

Scenario B and Scenario C: Turn these on to test two more plans. Give each a name, then set its own starting amount, contribution, growth rate, dividend yield, compounding, horizon, and DRIP setting.

Calculate and Reset: Results update as you type. Click Calculate to refresh at any time, or Reset to go back to the default numbers.

Reverse CAGR tab — Starting Value: Type what the investment was worth at the start.

Reverse CAGR tab — Ending Value: Type what it is worth now.

Reverse CAGR tab — Holding Period: Type how long you held it and pick years, months, quarters, or days. You will get the yearly growth rate, total return, gain, and doubling time. To check a trade you already closed, the Stock Profit Calculator and the Stock Return Calculator are a good pair with this tab.

What Is Stock Growth?

Stock growth is how much your money in stocks can build up over time. Your money can grow in two main ways. First, the share price can rise, which is called capital appreciation. Second, some companies pay you cash from their profits, which is called a dividend. Add both together and you get your total return, which you can also check with our ROI Calculator.

How Compounding Builds Wealth

Compounding means your gains start earning gains too. If you put in $1,000 and it grows 8% in a year, you have $1,080. The next year, that 8% grows on $1,080, not just your first $1,000. Over many years, this snowball effect can turn small amounts into much larger ones. The longer you stay invested, the stronger it gets. The Future Value Calculator and the Exponential Growth Calculator show the same idea from other angles.

Adding Money Each Month

Putting in a set amount every week, month, or quarter is called dollar-cost averaging. Steady deposits often matter more than picking the perfect stock, because every new dollar gets more years to compound. Many people find that most of their final balance comes from growth, not from the cash they put in. If you are saving toward a target, the Savings Goal Calculator works backwards from the amount you need.

Dividends and DRIP

A dividend yield is the yearly cash a stock pays, shown as a percent of its value. A 2% yield on $10,000 pays about $200 a year. You can take that cash or reinvest it. Reinvesting is called a DRIP (dividend reinvestment plan), and it buys more shares, which then pay more dividends. Over 20 or 30 years, this can add a large chunk to your total. For a popular dividend ETF example, see the SCHD Dividend Calculator.

CAGR: The Average Yearly Return

CAGR stands for compound annual growth rate. It is the steady yearly rate that would take your starting value to your ending value. If $10,000 grows to $24,000 in 8 years, the CAGR is about 11.6% per year. CAGR smooths out the good and bad years, so it is an easy way to compare two investments. For a single-period change, use the Year Over Year Growth Calculator, and the Rule of 72 Calculator gives a fast doubling-time estimate.

Things That Shrink Your Real Gains

  • Inflation: Prices rise about 2% to 3% a year, so future dollars buy less. Your "real" return is your growth minus inflation. The CPI Inflation Calculator uses actual price data.
  • Taxes: When you sell for a profit, you may owe capital gains tax. Rates depend on your income and how long you held the stock, so check your tax bracket first.
  • Fees: Fund fees and trading costs quietly cut into returns every year. The Expense Ratio Calculator shows what a small yearly fee costs over decades.

Useful Benchmarks

The S&P 500 has returned roughly 10% a year on average over the long run, before inflation. The NASDAQ has been a bit higher but bumpier. Safer bonds have paid closer to 4%, which you can model with the Bond Yield Calculator. Comparing your plan to a benchmark shows if your goal is realistic. Any rate above about 15% a year for decades is very unlikely, so be careful with high guesses.

Keep In Mind

Real markets do not grow in a smooth line. Some years are up 25% and others are down 20%. A projection shows the math of a steady average, not a promise. Use it to plan, set goals, and see how time, savings, and dividends work together. When you are ready to fit stocks into a bigger picture, pair this tool with the Investment Calculator, the Brokerage Account Calculator, and the Retirement Calculator, or check tax-advantaged accounts with the 401k Calculator and the Roth IRA Calculator.


Formulas used

Effective Annual Rate from nominal growth rate
\text{EAR} = \left(1 + \frac{g}{n}\right)^{n} - 1
Future value of the initial lump sum
FV_{0} = P_{0}\left(1 + \text{EAR}\right)^{t}
Future value of recurring contributions (annuity)
FV_{c} = C \cdot \frac{\left(1 + i_{c}\right)^{N_{c}} - 1}{i_{c}}, \quad i_{c} = \left(1+\text{EAR}\right)^{1/f} - 1, \quad N_{c} = f \cdot t
Dividend earned each simulation period
D_{k} = B_{k} \cdot \frac{y}{m} \quad \text{(reinvested: } B_{k} \leftarrow B_{k} + D_{k}\text{)}
Total gain and gain percentage
\text{Gain} = FV_{total} - \text{Invested}, \quad \text{Gain\%} = \frac{FV_{total} - \text{Invested}}{\text{Invested}} \times 100
Inflation-adjusted (real) future value
FV_{real} = \frac{FV_{total}}{\left(1 + \pi\right)^{t}}
After-tax value on capital gains
FV_{after\,tax} = FV_{total} - \max\left(0,\; FV_{total} - \text{Invested}\right) \cdot \tau
Reverse CAGR and doubling time
\text{CAGR} = \left(\frac{V_{end}}{V_{start}}\right)^{1/t} - 1, \quad t_{2\times} = \frac{\ln 2}{\ln\left(1 + \text{CAGR}\right)}

Frequently asked questions

What does the crossover or break-even year mean?

It is the first year your gains grow bigger than the money you put in. At that point growth is doing more work than your deposits. That row is highlighted in green in the year-by-year table.

If it says Not reached, your growth rate or time frame is too small for gains to pass your total invested amount.

Why is the effective annual rate different from the growth rate I typed?

Your growth rate is a nominal rate. When you pick quarterly, monthly, or daily compounding, the money grows more than once a year, so the real yearly result is a bit higher.

Example: 8% compounded monthly works out to about 8.30% per year. With yearly compounding, 8% stays 8%.

When are my contributions added?

At the end of each period. A monthly $100 deposit is added at the end of each month, so it does not earn growth for that month.

This is the safer, more conservative way to project. Deposits made at the start of each period would give a slightly higher end value.

Is the capital gains tax taken out every year?

No. The tax is applied once at the end, as if you sold everything on the last day.

It is charged only on your gain, not on the money you put in. If you have no gain, there is no tax.

How is the benchmark value worked out?

The benchmark uses your same starting amount, same contributions, same frequency, and same time frame. Only the growth rate changes.

The benchmark also pays no dividends, so it is a clean price-return comparison against your plan.

Does changing the currency convert my numbers?

No. It only changes the symbol shown on screen, like $ to £ or ₹.

The math stays exactly the same. There is no exchange rate in this tool.

Why do I own a fraction of a share?

The calculator divides your balance by the share price, so you can end up with partial shares like 214.6382.

Many brokers now allow fractional shares. If yours does not, just round down to the nearest whole share.

What growth rate should I use for a share price?

For a broad, steady plan, many people use 6% to 8% for price growth. That leaves room for dividends on top.

Rates above 15% for many years in a row are very rare. The tool will warn you if you type something above 30%.

Why does the year-by-year table only show one scenario?

The table follows your primary scenario, the one in the top boxes. It keeps the numbers easy to read.

To compare Scenario B and C, look at the side-by-side comparison table and the growth chart, which draw every scenario you turn on.

Can I sort the year-by-year table?

Yes. Click any column heading to sort by that column. Click it again to flip the order.

This is handy for finding the year with the biggest growth or the biggest dividend payment.

What is the difference between nominal value and real value?

Nominal is the raw dollar number you will see in your account. Real is that same number in today's buying power, after inflation.

Real value is usually the more useful one for planning, because it tells you what your money can actually buy.

Can I model a stock that loses money?

Yes. Type a negative growth rate, such as -5%. The chart will slope down and your gain will show as a negative number.

This is a good way to stress-test a plan and see how a long slump would hurt.

What happens if I switch my time horizon to months or quarters?

The tool converts it to years behind the scenes. 60 months becomes 5 years.

Scenario B and C use the same unit you pick, so set their horizon numbers in that unit too.

Does the calculator include fees or commissions?

No. There is no field for fund fees, expense ratios, or trading costs.

A simple workaround: lower your growth rate by the fee. If you expect 8% growth and pay a 0.5% fee, enter 7.5%.

Are dividends taxed in this tool?

Not on their own. The tax setting is applied once to your total gain at the end, which includes the value your dividends helped build.

In real life, cash dividends are usually taxed in the year you get them, so your true after-tax result may be a little lower.

Why did my end value barely change when I switched to daily compounding?

Because the jump from monthly to daily compounding is tiny. On an 8% rate, monthly gives about 8.30% and daily gives about 8.33%.

Your growth rate, contributions, and time frame matter far more than the compounding choice.

Why is the dividend effect in Step 4 a small or odd number?

Step 4 works backwards. It takes the full projected value and subtracts the lump sum growth and the contribution growth. What is left is what dividends added.

If you turn DRIP off, dividends sit as cash and do not compound, so that number will be much smaller.

Do I need to click Calculate every time?

No. Results refresh a moment after you change any input. You can also press Enter.

The Calculate button is there if you want to force a refresh, and Reset puts every field back to its default value.

What are the limits on the inputs?

Growth rate: -100% to 500%. Dividend yield: 0% to 100%. Time horizon: 1 to 50 years. Inflation: 0% to 50%. Tax: 0% to 60%.

On the Reverse CAGR tab, both values must be above zero and the holding period can be up to 100 years.

Can the Reverse CAGR tab handle deposits I made along the way?

No. CAGR only uses a start value, an end value, and the time between them.

If you added money over time, CAGR will look wrong because it counts your deposits as growth. Use the Growth Projection tab for that instead.

Why do the chart lines use dashes as well as colors?

So the chart still makes sense if you cannot tell the colors apart. Each line has its own color and its own dash pattern.

The year-by-year table is the text version of the same data, and screen readers get a written summary.

Is this a promise of what I will earn?

No. It is math based on a steady average rate you choose. Real markets go up and down, sometimes sharply.

Use the results to compare plans, set goals, and see how time and saving work together. It is not financial advice.