How to Calculate Accounting Rate of Return in Excel

Accounting Rate of Return (ARR) Calculator & Excel Guide body { font-family: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto, Helvetica, Arial, sans-serif; line-height: 1.6; color: #333; max-width: 800px; margin: 0 auto; padding: 20px; background-color: #f9f9f9; } .calculator-container { background: #ffffff; border-radius: 8px; box-shadow: 0 4px 15px rgba(0,0,0,0.1); padding: 30px; margin-bottom: 40px; border: 1px solid #e0e0e0; } .calculator-title { text-align: center; color: #2c3e50; margin-bottom: 25px; font-size: 24px; font-weight: 700; } .input-group { margin-bottom: 15px; } .input-group label { display: block; margin-bottom: 5px; font-weight: 600; color: #555; } .input-group input { width: 100%; padding: 12px; border: 1px solid #ddd; border-radius: 4px; font-size: 16px; box-sizing: border-box; } .input-group input:focus { border-color: #3498db; outline: none; } .calc-btn { width: 100%; background-color: #27ae60; color: white; border: none; padding: 15px; font-size: 18px; font-weight: bold; border-radius: 4px; cursor: pointer; transition: background-color 0.3s; margin-top: 10px; } .calc-btn:hover { background-color: #219150; } .results-area { margin-top: 25px; padding: 20px; background-color: #f1f8e9; border-radius: 4px; border-left: 5px solid #27ae60; display: none; } .result-row { display: flex; justify-content: space-between; margin-bottom: 10px; padding-bottom: 10px; border-bottom: 1px solid #dcedc8; } .result-row:last-child { border-bottom: none; margin-bottom: 0; padding-bottom: 0; } .result-label { font-weight: 600; color: #555; } .result-value { font-weight: 700; color: #2c3e50; font-size: 18px; } .error-msg { color: #e74c3c; text-align: center; margin-top: 10px; display: none; font-weight: bold; } .content-article { background: #fff; padding: 30px; border-radius: 8px; box-shadow: 0 2px 5px rgba(0,0,0,0.05); } h2 { color: #2c3e50; margin-top: 30px; border-bottom: 2px solid #eee; padding-bottom: 10px; } h3 { color: #34495e; margin-top: 25px; } code { background: #f4f4f4; padding: 2px 5px; border-radius: 3px; font-family: monospace; color: #c0392b; } .excel-table { width: 100%; border-collapse: collapse; margin: 20px 0; } .excel-table th, .excel-table td { border: 1px solid #ddd; padding: 8px; text-align: left; } .excel-table th { background-color: #f2f2f2; }
Accounting Rate of Return (ARR) Calculator
Sum of all annual net incomes (after depreciation & tax)
Please enter valid positive numbers for Investment and Project Life.
Average Annual Profit:
Average Investment Value:
ARR (Initial Investment Basis):
ARR (Average Investment Basis):
function calculateARR() { // Get input values var investInput = document.getElementById("initialInvestment").value; var scrapInput = document.getElementById("scrapValue").value; var lifeInput = document.getElementById("projectLife").value; var profitInput = document.getElementById("totalNetProfit").value; // Parse values var initialInvestment = parseFloat(investInput); var scrapValue = scrapInput === "" ? 0 : parseFloat(scrapInput); var projectLife = parseFloat(lifeInput); var totalNetProfit = parseFloat(profitInput); // Validation var errorDiv = document.getElementById("errorMsg"); var resultsDiv = document.getElementById("results"); if (isNaN(initialInvestment) || initialInvestment <= 0 || isNaN(projectLife) || projectLife <= 0 || isNaN(totalNetProfit)) { errorDiv.style.display = "block"; resultsDiv.style.display = "none"; return; } errorDiv.style.display = "none"; // Logic // 1. Calculate Average Annual Profit var averageAnnualProfit = totalNetProfit / projectLife; // 2. Calculate Average Investment // Formula: (Initial Investment + Scrap Value) / 2 var averageInvestment = (initialInvestment + scrapValue) / 2; // 3. Calculate ARR (Method 1: Based on Initial Investment) // Formula: (Avg Annual Profit / Initial Investment) * 100 var arrInitial = (averageAnnualProfit / initialInvestment) * 100; // 4. Calculate ARR (Method 2: Based on Average Investment) // Formula: (Avg Annual Profit / Average Investment) * 100 var arrAverage = (averageAnnualProfit / averageInvestment) * 100; // Formatting Output var formatter = new Intl.NumberFormat('en-US', { style: 'currency', currency: 'USD', minimumFractionDigits: 2 }); document.getElementById("resAvgProfit").innerHTML = formatter.format(averageAnnualProfit); document.getElementById("resAvgInvest").innerHTML = formatter.format(averageInvestment); document.getElementById("resArrInitial").innerHTML = arrInitial.toFixed(2) + "%"; document.getElementById("resArrAverage").innerHTML = arrAverage.toFixed(2) + "%"; resultsDiv.style.display = "block"; }

How to Calculate Accounting Rate of Return in Excel

The Accounting Rate of Return (ARR) is a financial ratio used in capital budgeting to measure the potential profitability of an investment. Unlike Net Present Value (NPV), ARR ignores the time value of money, making it a simpler, though less precise, metric for quick comparisons between projects.

This guide explains how to calculate ARR manually and how to build a dynamic ARR calculator in Excel.

The ARR Formula

There are two common ways to calculate ARR. The difference lies in the denominator (the investment base).

Method 1: Based on Initial Investment

This is the simpler version, comparing the average annual return directly against the upfront cost.

ARR = (Average Annual Profit / Initial Investment) × 100

Method 2: Based on Average Investment

This method accounts for the depreciation of the asset over time, assuming the book value declines to the scrap value.

ARR = (Average Annual Profit / Average Investment) × 100

Where:

  • Average Annual Profit = Total Net Profit / Number of Years
  • Average Investment = (Initial Investment + Scrap Value) / 2

Step-by-Step: Calculating ARR in Excel

Follow these steps to create a spreadsheet that automatically calculates the Accounting Rate of Return.

1. Set Up Your Data Inputs

Open a blank Excel sheet and define your labels in Column A and your values in Column B.

Cell Content (Label) Cell Content (Example Value)
A1 Initial Investment B1 50000
A2 Scrap Value B2 5000
A3 Project Life (Years) B3 5
A4 Total Net Profit B4 15000

2. Calculate Intermediate Metrics

Before getting the final percentage, calculate the averages using standard Excel arithmetic formulas.

  • Average Annual Profit (B6): Type =B4/B3
  • Average Investment (B7): Type =(B1+B2)/2

3. Calculate Final ARR

Now you can compute the percentage. You can choose either the Initial Investment method or the Average Investment method.

  • ARR (Initial Basis) in B9: Type =B6/B1
  • ARR (Average Basis) in B10: Type =B6/B7

Tip: Click on cells B9 and B10 and press the % button in the Excel Home ribbon to format the result as a percentage.

Example Calculation

Let's verify the logic with an example. A company buys a machine for $100,000. It will last 5 years and has a scrap value of $10,000. Over the 5 years, the machine generates a total net profit of $40,000.

  1. Average Annual Profit: $40,000 / 5 = $8,000 per year.
  2. Average Investment: ($100,000 + $10,000) / 2 = $55,000.
  3. ARR (Initial): ($8,000 / $100,000) = 0.08 or 8.00%.
  4. ARR (Average): ($8,000 / $55,000) = 0.1454 or 14.54%.

Important Considerations

When using ARR for investment decisions, keep the following in mind:

  • Net Profit vs. Cash Flow: ARR typically uses "Net Profit" (which includes depreciation expenses), whereas other metrics like IRR use "Cash Flow". Ensure your input data in Excel matches the definition your company uses.
  • No Time Value: A dollar earned in Year 5 is treated the same as a dollar earned in Year 1. This is the main weakness of ARR compared to NPV.
  • Acceptance Criteria: Companies usually have a "hurdle rate." If the ARR is higher than the hurdle rate, the project is acceptable.

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