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Understanding IRR and NPV in Finance (Part 3)

Oct 1, 2024

Lecture: Internal Rate of Return (IRR) and Net Present Value (NPV)

Key Concepts

Internal Rate of Return (IRR)

  • IRR is a percentage that measures the rate of return on investment.
  • Popular due to its intuitive measure of return but has notable limitations.
  • Issues with IRR:
    • Does not account for project scale.
    • Can be misleading for mutually exclusive projects.

Net Present Value (NPV)

  • NPV accounts for the absolute amount of economic profit.
  • Considers both the return rate and the scale of investment.
  • Preferred method: Always refer to NPV to confirm decisions based on IRR.

Problems with IRR

Scale Problem

  • Occurs with mutually exclusive projects.
  • Example: Comparing $1 investment with $2 return vs. $1000 with $1500 return.
  • IRR of smaller project may be higher, but NPV shows larger project is economically preferable.
  • Resolution: Prioritize NPV over IRR when projects differ in scale.

Timing Problem

  • Concerns projects with different cash flow distributions over time.
  • Example: Project A pays more initially, Project B pays more later.
  • IRR may not accurately reflect the better project choice without considering timing.
  • Resolution: Use NPV to account for timing issues.

Alternatives and Comparisons

Profitability Index (PI)

  • Ratio of present value of future cash flows to initial investment.
  • Represents a scaled version of NPV.
  • Limitations: Same scale issues as IRR.

Other Methods

  • Payback Period: Simple, but not preferred; lacks depth and comprehensiveness.
  • Discounted Payback Period: Infrequently used.

Summary

  • Most Reliable Method: NPV.
  • Why IRR is Popular: Intuitive and provides a clear rate of return.
  • Practical Advice: Always validate IRR with NPV; NPV is universal and does not fail in decision-making.
  • Ranking of Methods:
    1. Net Present Value (NPV)
    2. Internal Rate of Return (IRR)
    3. Profitability Index (PI)
    4. Payback Period
    5. Discounted Payback Period

  • Recommendation for Decision Making: Use NPV alongside IRR to ensure robust and accurate financial decisions, particularly in mutually exclusive projects and varied cash flow situations.