Lesson 12 — Investment Appraisal

Payback Period · Accounting Rate of Return · Net Present Value · Internal Rate of Return · Comparison of Methods | Cambridge A Level Accounting 9706

📘 Lesson 12 of 20
60% complete Paper 1 Paper 3 Paper 4
📌 Prerequisites: A good understanding of cash flows (Lesson 7) is helpful — investment appraisal works entirely with cash flows, not accounting profit. No prior knowledge of discounting is assumed — the NPV section builds from first principles.

1. What is Investment Appraisal? 9706 / 4.5

Investment appraisal is the process of evaluating whether a capital investment project — such as buying new machinery, building a new factory, or launching a new product — is financially worthwhile. Since capital investments involve large sums of money committed over many years, the decision requires rigorous analysis.

Capital investment decisions are irreversible. Once a company buys a factory or installs specialist machinery, the money is committed and cannot easily be recovered. Getting the decision wrong can damage the business for years. Investment appraisal provides a structured, quantitative basis for these decisions.

The Four Methods at A Level

Method What it Measures Uses Cash Flows or Profit? Time Value of Money?
Payback Period How quickly the initial investment is recovered Cash flows ❌ No
Accounting Rate of Return (ARR) Average annual profit as % of investment Accounting profit ❌ No
Net Present Value (NPV) Total value added to the business in today's money Cash flows (discounted) ✅ Yes
Internal Rate of Return (IRR) The discount rate at which NPV = zero Cash flows (discounted) ✅ Yes
📌 Important: Investment appraisal uses cash flows — not accounting profit — for Payback, NPV and IRR. Cash flows exclude depreciation (non-cash) but include the full capital expenditure in Year 0. ARR is the exception — it uses average annual accounting profit.

2. Payback Period Method 1

① Payback Period

Payback = Year in which cumulative cash flow turns positive (with exact months if needed) Exact payback: Full years + (Remaining balance ÷ Next year cash flow) × 12 months

Decision rule: Accept if payback ≤ target payback period. Between projects: choose the one with the shorter payback period.
Strengths: Simple, quick, favours liquidity, useful for risky projects.
Weaknesses: Ignores cash flows after payback, ignores time value of money, does not measure profitability.

📋 Example 1 — Payback Period

Lahore Industries Ltd is considering a machine costing $200,000 with the following annual net cash inflows:

Year Net Cash Flow ($) Cumulative Cash Flow ($)
0 (initial investment)(200,000)(200,000)
150,000(150,000)
270,000(80,000)
390,00010,000
480,00090,000
560,000150,000
Payback occurs during Year 3.
At start of Year 3: cumulative = −$80,000 still outstanding
Exact payback = 2 years + ($80,000 ÷ $90,000) × 12 months
= 2 years + 10.7 months ≈ 2 years and 11 months

3. Accounting Rate of Return (ARR) Method 2

② Accounting Rate of Return (ARR)

ARR = (Average Annual Profit ÷ Initial Investment) × 100 Average Annual Profit = (Total profit over project life) ÷ Number of years Total Profit = Total Cash Inflows − Initial Investment − Depreciation already deducted in cash flows? No — Total Profit = Total Cash Inflows − Initial Investment (if cash flows exclude depreciation)

Decision rule: Accept if ARR ≥ target/hurdle rate. Between projects: choose higher ARR.
Strengths: Uses familiar accounting concepts (profit), easy to understand, linked to ROCE which managers already use.
Weaknesses: Ignores time value of money, uses profit not cash flows, average can be misleading.

📋 Example 2 — ARR Calculation

Using the same machine from Example 1 (cost $200,000, no residual value).
Total cash inflows over 5 years: $50,000 + $70,000 + $90,000 + $80,000 + $60,000 = $350,000

Total cash inflows 350,000
Less: Initial investment (total depreciation) (200,000)
Total profit over 5 years 150,000
Average annual profit: $150,000 ÷ 5 30,000
ARR: ($30,000 ÷ $200,000) × 100 15.0%
💡 Alternative ARR formula: Some textbooks use Average Investment in the denominator instead of Initial Investment:
Average Investment = (Initial Investment + Residual Value) ÷ 2
If residual value = $0: Average Investment = $200,000 ÷ 2 = $100,000
ARR (on average investment) = $30,000 ÷ $100,000 = 30%
Cambridge 9706 uses Initial Investment unless otherwise stated — always check which basis the question requires.

4. Net Present Value (NPV) Core Method

4.1 The Time Value of Money

$1 received today is worth more than $1 received in one year's time. This is because money received today can be invested to earn a return. This concept is called the time value of money and is the foundation of NPV.

Discounting converts future cash flows into their equivalent value in today's money — called the Present Value (PV). The discount rate reflects the company's cost of capital (the required rate of return on investments).

③ Net Present Value (NPV)

PV of cash flow = Cash flow × Discount factor Discount factor = 1 ÷ (1 + r)^n where r = discount rate, n = year number NPV = Sum of all Present Values (including negative Year 0 investment)

Decision rule: Accept if NPV ≥ 0 (positive NPV adds value to the firm). Between projects: choose the one with the higher positive NPV.
Strengths: Considers time value of money, uses cash flows, gives absolute value added, theoretically the best method.
Weaknesses: Complex, sensitive to discount rate chosen, difficult to explain to non-financial managers.

Discount Factor Table (commonly used rates)

Year 8% factor 10% factor 12% factor 15% factor 20% factor
01.0001.0001.0001.0001.000
10.9260.9090.8930.8700.833
20.8570.8260.7970.7560.694
30.7940.7510.7120.6580.579
40.7350.6830.6360.5720.482
50.6810.6210.5670.4970.402

📋 Example 3 — NPV Calculation at 10% Discount Rate

Using the same machine from Example 1. Discount rate = 10%.

Year Cash Flow ($) Discount Factor (10%) Present Value ($)
0(200,000)1.000(200,000)
150,0000.90945,450
270,0000.82657,820
390,0000.75167,590
480,0000.68354,640
560,0000.62137,260
NPV 62,760

Decision: Accept the Investment

NPV = +$62,760 (positive). The investment adds $62,760 of value to the business in today's money — it earns more than the required 10% return. The project should be accepted.

5. Internal Rate of Return (IRR) Method 4

④ Internal Rate of Return (IRR)

IRR = Lower rate + [(NPV at lower rate ÷ (NPV at lower rate − NPV at higher rate)) × (Higher rate − Lower rate)]

The IRR is the discount rate at which NPV = 0. It is found by interpolation — calculating NPV at two different rates (one giving positive NPV, one giving negative NPV) and interpolating between them.

Decision rule: Accept if IRR ≥ cost of capital (hurdle rate). Between projects: choose the one with higher IRR.
Strengths: Gives a percentage return — easy to compare with cost of capital. Considers time value of money.
Weaknesses: Can give multiple IRRs, assumes reinvestment at IRR rate, does not show absolute value added (unlike NPV).

📋 Example 4 — IRR by Interpolation

Using the same machine. We already know NPV at 10% = +$62,760. Now calculate NPV at 25% to find a negative NPV.

Year Cash Flow ($) Discount Factor (25%) Present Value ($)
0(200,000)1.000(200,000)
150,0000.80040,000
270,0000.64044,800
390,0000.51246,080
480,0000.41032,800
560,0000.32819,680
NPV at 25% (16,640)

IRR by interpolation:

IRR = 10% + [62,760 ÷ (62,760 + 16,640)] × (25% − 10%)
IRR = 10% + [62,760 ÷ 79,400] × 15%
IRR = 10% + 0.7904 × 15%
IRR = 10% + 11.86% = 21.86%

Decision: Accept (if cost of capital is below 21.86%)

IRR of 21.86% exceeds the 10% cost of capital — the project generates a higher return than the minimum required. Accept the project.

💡 IRR Interpolation Rule: Always use one positive NPV and one negative NPV for interpolation — the IRR lies between these two rates. If both NPVs are positive, try a higher discount rate. If both are negative, try a lower rate. The closer together the two rates, the more accurate the interpolation.

6. Comparing the Four Methods Exam Focus

Feature Payback ARR NPV IRR
Basis Cash flows Accounting profit Discounted cash flows Discounted cash flows
Time value of money No No Yes ✅ Yes ✅
Result expressed as Years / months Percentage (%) Absolute $ amount Percentage (%)
Decision rule Shorter is better Higher % is better Positive NPV = accept IRR > cost of capital = accept
Considers all cash flows? No — ignores post-payback Yes — uses total profit Yes ✅ Yes ✅
Theoretically superior? No No Yes — preferred by academics Good but NPV preferred
Ease of use Very simple Simple Complex Most complex
Best for Liquidity focus, risky projects Comparing % return to ROCE Maximising shareholder wealth Comparing % with hurdle rate
📌 Cambridge Exam Advice — Which Method to Recommend?
NPV is theoretically the best method — it considers time value of money and gives an absolute measure of value added. However, in practice, many companies use Payback alongside NPV — Payback gives a quick assessment of risk and liquidity. When asked to evaluate or recommend, acknowledge the strengths of each method in context of the question.

7. Residual Value and Working Capital in Investment Appraisal

Two items often appear in investment appraisal questions that students frequently mishandle — residual (scrap) value and working capital.

Residual Value (Scrap Value)

The expected sale proceeds of the asset at the end of its useful life. It is treated as a cash inflow in the final year of the project.

Year 5 cash flow = Annual operating cash flow + Residual value

Also affects ARR calculation — total profit = total cash inflows − (initial investment − residual value)

Working Capital

Many projects require an initial injection of working capital (e.g. extra inventory, receivables). This is a cash outflow at the start of the project and is recovered (inflow) at the end.

Year 0: Working capital outflow (negative)
Final year: Working capital released (positive)

📋 Example 5 — NPV with Residual Value and Working Capital

Machine cost: $150,000 | Residual value Year 5: $20,000 | Working capital required: $15,000
Annual cash inflows: Years 1–5: $50,000 per year. Discount rate: 10%.

Year Cash Flow ($) Discount Factor (10%) Present Value ($)
0 — Machine(150,000)1.000(150,000)
0 — Working capital(15,000)1.000(15,000)
150,0000.90945,450
250,0000.82641,300
350,0000.75137,550
450,0000.68334,150
5 — Operating50,0000.62131,050
5 — Residual value20,0000.62112,420
5 — Working capital released15,0000.6219,315
NPV 46,235

Decision: Accept — NPV = +$46,235

Positive NPV confirms the project exceeds the 10% required return and should be accepted.

8. Memory Aids & Common Mistakes

🧠 Memory Aid — The Four Methods in Order of Sophistication

P-A-N-I
Payback — simplest, no time value
ARR — uses profit not cash, no time value
NPV — best method, discounts cash flows, gives $ value
IRR — discounts cash flows, gives % return

NPV is theoretically superior — always recommend NPV unless the question asks you to evaluate all methods.

🧠 Memory Aid — NPV Decision Rule

Positive NPV → Accept (project earns more than cost of capital)
Negative NPV → Reject (project earns less than cost of capital)
Zero NPV → Indifferent (project earns exactly the cost of capital)

Between two projects: always choose the higher positive NPV — it adds more value to shareholders.

⚠️ Mistake 1 — Including depreciation as a cash outflow: Depreciation is a non-cash expense — it never appears in an investment appraisal cash flow table. The full capital expenditure is shown in Year 0, and the asset's residual value (if any) appears as an inflow in the final year. Depreciation is already accounted for by these two entries.
⚠️ Mistake 2 — Forgetting the Year 0 investment in NPV: Year 0 represents the initial investment — it is a cash outflow with a discount factor of 1.000. Students sometimes discount Year 0 using the Year 1 factor or forget to include it entirely, making the NPV positive when it should be negative or vice versa.
⚠️ Mistake 3 — Using wrong formula for ARR: ARR = Average Annual Profit ÷ Initial Investment × 100. Average profit = (Total cash inflows − Total depreciation) ÷ Years. Using total profit instead of average, or using average investment instead of initial investment, gives wrong answers. Read the question carefully for which basis is required.
⚠️ Mistake 4 — IRR interpolation using two positive NPVs: IRR interpolation requires one positive NPV and one negative NPV — the true IRR lies between these two rates. Using two positive NPVs gives an IRR estimate that is too high; both rates would need to be increased until one gives a negative NPV.
⚠️ Mistake 5 — Forgetting working capital recovery at end of project: Working capital invested at Year 0 is released when the project ends — it is a cash inflow in the final year. Students often include the Year 0 outflow but forget the final year inflow, understating the NPV.

📝 Exam Practice Questions

Question 1 Application — 6 marks Paper 3

Karachi Plastics Ltd is considering purchasing a machine costing $180,000. Expected net cash inflows:

YearCash Inflow ($)
140,000
260,000
370,000
450,000
540,000

Calculate: (a) Payback period (in years and months) (b) ARR based on initial investment (c) NPV at 10% discount rate

Discount factors at 10%: Year 1: 0.909, Year 2: 0.826, Year 3: 0.751, Year 4: 0.683, Year 5: 0.621

(a) Payback Period:

YearCash Flow ($)Cumulative ($)
0(180,000)(180,000)
140,000(140,000)
260,000(80,000)
370,000(10,000)
450,00040,000

Payback = 3 years + ($10,000 ÷ $50,000) × 12 = 3 years + 2.4 months ≈ 3 years 2 months (2 marks)

(b) ARR:
Total cash inflows = $260,000 | Less investment = $180,000
Total profit = $80,000 | Average annual profit = $80,000 ÷ 5 = $16,000
ARR = ($16,000 ÷ $180,000) × 100 = 8.9% (2 marks)

(c) NPV at 10%:

YearCash Flow ($)DF (10%)PV ($)
0(180,000)1.000(180,000)
140,0000.90936,360
260,0000.82649,560
370,0000.75152,570
450,0000.68334,150
540,0000.62124,840
NPV 17,480

NPV = +$17,480 → Accept (positive NPV) (2 marks)

Question 2 Analysis — 4 marks Paper 3

A company calculates the NPV of a project as +$28,000 at 12% and −$14,000 at 20%. Calculate the IRR and state whether the project should be accepted if the company's cost of capital is 15%.

IRR interpolation:
IRR = 12% + [28,000 ÷ (28,000 + 14,000)] × (20% − 12%)
IRR = 12% + [28,000 ÷ 42,000] × 8%
IRR = 12% + 0.6667 × 8%
IRR = 12% + 5.33% = 17.33% (2 marks)

Decision: The IRR of 17.33% exceeds the cost of capital of 15% — the project generates a higher return than the minimum required. The project should be accepted. (2 marks)

Question 3 Analysis — 4 marks Paper 1

Explain two advantages and two disadvantages of using the Net Present Value method for investment appraisal.

Advantage 1: NPV considers the time value of money — cash flows received in later years are discounted to their present value, recognising that money received sooner is worth more than money received later. This produces a more accurate assessment of a project's true value. (1 mark)

Advantage 2: NPV considers all cash flows over the entire project life — unlike Payback which ignores cash flows after the payback point. It gives an absolute measure of value added (in $) which directly shows the impact on shareholder wealth. (1 mark)

Disadvantage 1: NPV is sensitive to the discount rate chosen — a different rate can change the decision from accept to reject. Selecting the appropriate discount rate is subjective and can significantly affect the outcome. (1 mark)

Disadvantage 2: NPV is more complex to calculate and understand than simpler methods like Payback. Non-financial managers may find it difficult to interpret, reducing its practical usefulness in communication and decision making. (1 mark)

Question 4 Application — 5 marks Paper 3

Punjab Textiles Ltd is considering a project requiring an initial investment of $120,000 and working capital of $10,000. Annual cash inflows of $40,000 for 4 years. Residual value at end of Year 4: $15,000. Working capital is released at the end of Year 4. Discount rate: 12%.

Discount factors at 12%: Year 1: 0.893, Year 2: 0.797, Year 3: 0.712, Year 4: 0.636.

Calculate the NPV and state the investment decision.

YearCash Flow ($)DF (12%)PV ($)
0 — Machine(120,000)1.000(120,000)
0 — Working capital(10,000)1.000(10,000)
140,0000.89335,720
240,0000.79731,880
340,0000.71228,480
4 — Operating40,0000.63625,440
4 — Residual value15,0000.6369,540
4 — Working capital10,0000.6366,360
NPV 7,420

NPV = +$7,420 — Accept the project. The positive NPV indicates the project generates a return above the 12% cost of capital and adds $7,420 of value to the business. (5 marks — 1 per correct PV line + decision)

Question 5 Analysis — 3 marks Paper 1

A company uses Payback Period as its primary method of investment appraisal. Discuss three limitations of this approach.

Any three of the following (1 mark each):

  • Ignores cash flows after payback: A project with a quick payback but poor long-term returns may be preferred over a project with slower payback but much higher total returns — payback does not measure overall profitability.
  • Ignores time value of money: $50,000 received in Year 1 is treated the same as $50,000 received in Year 3 — but earlier receipts are more valuable. Payback gives equal weight to all cash flows within the payback period.
  • Does not measure profitability: Payback tells managers how quickly they recover their investment — not whether the project is profitable or whether it creates value for shareholders.
  • Selection of target payback period is arbitrary: The decision rule (accept if payback ≤ X years) depends on a management-set target that has no theoretical basis — different targets produce different decisions for the same project.
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