ROI Calculator
Calculate return on investment as a percentage of the amount invested. ROI expresses how much profit an investment generated relative to what it cost, making very different spending decisions comparable on one scale.
ROI formula
- ROI:
ROI = (gain - cost of investment) / cost of investment x 100
Equivalently, ROI = net profit / cost of investment x 100. The gain is the total value the investment returned, and the cost of investment is everything spent to obtain that return. A positive ROI means the investment returned more than it cost; a negative ROI means it lost money; 0% means it exactly broke even.
For marketing spend, ROI is often confused with ROAS. ROAS is revenue / ad spend, a gross ratio that ignores product costs, while ROI subtracts all costs before dividing. A campaign can post a healthy ROAS and still have a negative ROI once the cost of the goods sold is counted.
Worked example
A seller spends 500 on an advertising campaign. The campaign generates 1,400 of attributable revenue, and the goods sold through it cost 600.
- Total cost:
500 + 600 = 1,100 - Net gain:
1,400 - 1,100 = 300 - ROI:
300 / 500 = 0.60, or 60% on the ad spend
For comparison, the ROAS is 1,400 / 500 = 2.8. The 2.8 looks generous, but the actual profit earned per unit of ad spend, after product costs, is the 60% figure.
Note that ROI ignores time. A 60% return in one month and a 60% return over three years are the same number; compare investments over similar periods, or annualize before comparing.
When to use this calculator
- Judging an ad campaign. Include product costs alongside ad spend to see whether a campaign made money rather than just revenue.
- Buying equipment or tools. Estimate the extra profit a machine, camera, or software subscription will generate against its cost.
- Comparing stock purchases. When deciding which product line to reorder, compare the ROI each generated last season on the cash tied up.
- Reviewing a channel expansion. Total the setup, fees, and inventory cost of a new sales channel and weigh them against the profit it added.
Common mistakes
- Using revenue as the gain instead of profit, which can make a money-losing investment look strongly positive.
- Leaving costs out of the denominator, such as fees, shipping, labour, and the cost of goods, so the ROI is computed against too small a base.
- Comparing ROIs over different time spans as if they were equivalent.
- Attributing revenue too generously; sales that would have happened anyway inflate a campaign's apparent return.
- Chasing the highest percentage regardless of scale. A 200% ROI on a tiny spend may earn less absolute profit than a 30% ROI on a large one.
Related calculators
The profit margin calculator and markup calculator cover per-sale profitability, which feeds the gain side of ROI. The Shopify profit calculator and Etsy fee calculator help build a complete cost figure for store investments, while the inventory turnover calculator shows how quickly the cash you invest in stock comes back.