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ESPP Calculator

51 点作者 codingmatty超过 2 年前

7 条评论

colonCapitalDee超过 2 年前
I would strongly advise everyone to max out their ESPP contributions (you can contribute a maximum of 15% of your salary, up to the IRS mandated $25,000 limit). Why? Because it&#x27;s a amazing investment that, if you sell stock immediately on reception, is risk free. I&#x27;m going to assume you know how ESPPs work, google them if you don&#x27;t.<p>Let&#x27;s do the math: consider a typical ESPP (yours may vary) with a 3 month purchasing period, 15% discount, and no lookback policy. Assume you are contributing $5000 this purchasing period.<p>$5000 buys n units of stock at at a price of m dollars with a 15% discount: 5000 = .85mn<p>Immediately sell each unit of stock for m dollars for a total return of mn dollars: 5000 = .85mn =&gt; mn = 5000 &#x2F; .85 = $5882.35<p>You made $882.35 in &quot;profit&quot;. Not bad at all, but not much in the grand scheme of things either. But! That&#x27;s a return rate of 882.35 &#x2F; 5000 = 18% in just 3 months. If you could turn around and reinvest that money in the ESPP 3 more times (4 investment periods, each 3 months long, for a total investment period of a year), you would get a yearly return of (1 + 18%)^4 = 94%. 94%! Risk free!<p>If that seems to good to be true, the catch is in the first paragraph. An ESPP might provide 94% yearly returns, but the amount you can invest is relatively small. But it&#x27;s free money, and I encourage everyone who can to take it.<p>Edit: some people have rightfully pointed out that &quot;risk free&quot; is an exaggeration due to the possibility of significant price swings in the time between the stock purchase on your behalf and you selling the stock. You may also be unable to sell immediately due to black-out periods. Also, this isn&#x27;t financial advice and I&#x27;m not an expert.
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smachiz超过 2 年前
Application error: a client-side exception has occurred (see the browser console for more information).<p>I did get it to load something once - it&#x27;s not super clear. Based on the dates you enter, and the stock ticker, it&#x27;d be nice if it looked up the offering price.<p>I&#x27;m not actually sure how useful of a tool it really is... is it for convincing people who aren&#x27;t maxing out their ESPP that they should?
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sfc32超过 2 年前
What&#x27;s happening to the data being collected by this form?<p>The is nothing in either &quot;About&quot; or the disclaimer.
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unethical_ban超过 2 年前
I don&#x27;t know if it&#x27;s universal, but ESPP tends to be post tax, correct? Meaning when the purchase is made, then I decide to sell, I only have to pay tax on the capital gains, correct? I&#x27;ll find out in about two weeks.<p>Related, my company&#x27;s rsus seem to force the option &quot;sell-to-cover&quot; for tax purposes upon them vesting. Bleh.
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codingmatty超过 2 年前
A new ESPP Calculator to help you calculate different scenarios when contributing to your companies ESPP. What kind of gain will you see if the stock goes up? What limits are there when the stock goes down? How much should you expect to pay in taxes when you sell the shares?
japhib超过 2 年前
Why can&#x27;t it look up the FMV of the stock on a date for me? Seems like a trivial feature to add
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azhenley超过 2 年前
Nothing happens when I click &quot;Generate Simulation&quot;.