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AQA A-level Business (7132) · 3.7.8 Analysing strategic options: investment appraisal
Mini-Lesson

Analysing strategic options: investment appraisal

This mini-lesson covers AQA 7132 section 3.7.8investment appraisal. You will calculate, in full, the payback period, the average rate of return (ARR) and the net present value (NPV) using discount factors, run a sensitivity analysis, and weigh the non-financial factors that decide whether a project with excellent numbers should actually go ahead.

Work through each screen, answer the questions as you go (some are analysis, some are calculations) and collect ⭐ stars. Every number here is worked through step by step. Press Start when you're ready.

3.7.8 · the problem

Why investment appraisal exists

A capital investment means paying out a large sum now in exchange for a stream of cash later. Investment appraisal answers two questions: is this project worth doing at all? and if we can only do one, which?

AQA requires three methods, and each answers a different question:

  • Payback — how quickly do we get our money back? (a liquidity and risk question)
  • Average Rate of Return (ARR) — what percentage return does it earn? (a profitability question)
  • Net Present Value (NPV) — is it worth more than it costs, once we account for the fact that money arrives later? (a value question — and the theoretically correct one)
Data — Project Aurora

Initial investment (Year 0): £360,000

Net cash inflows: Year 1 £120,000 · Year 2 £150,000 · Year 3 £180,000 · Year 4 £170,000 · Year 5 £100,000 (total £720,000)

3.7.8 · payback

Payback period

Run a cumulative cash flow column and find the moment it turns positive.

Cumulative net cash flow

Year 0: −£360,000

Year 1: −£360,000 + £120,000 = −£240,000

Year 2: −£240,000 + £150,000 = −£90,000

Year 3: −£90,000 + £180,000 = +£90,000 — so payback happens during Year 3.

Part-year = (amount still owed ÷ cash flow in that year) × 12= (£90,000 ÷ £180,000) × 12 months = 0.5 × 12 = 6 months
Calculate

Your turn — payback period

1State Project Aurora's payback period in years, as a decimal (e.g. 3.25 would mean 3 years 3 months).
years
Hint: £90,000 was still owed at the end of Year 2, and Year 3 brings in £180,000. £90,000 ÷ £180,000 = 0.5 of a year. So payback = 2 years + 0.5.
3.7.8 · ARR

Average Rate of Return

ARR (%) = (average annual profit ÷ initial investment) × 100average annual profit = (total net cash inflows − initial investment) ÷ number of years
Working it through

Total inflows = £120k + £150k + £180k + £170k + £100k = £720,000

Total profit = £720,000 − £360,000 = £360,000

Average annual profit = £360,000 ÷ 5 years = £72,000

ARR's great strength is that it produces a percentage — so it can be compared directly with the interest rate the firm pays to borrow, with the return on a different project, or with a board-set criterion rate ("we do not proceed below 15%").

Calculate

Your turn — ARR

2Calculate Project Aurora's ARR (%).
%
Hint: ARR = (average annual profit ÷ initial investment) × 100 = (£72,000 ÷ £360,000) × 100.
Quick check

What payback and ARR both miss

?Project Aurora pays back in 2.5 years and has an ARR of 20%. What is the single biggest weakness that both methods share?
3.7.8 · discounting

Net Present Value and the time value of money

£100 today is worth more than £100 in a year, because today's £100 can be invested. To compare cash flows arriving at different times, we convert them all back to today's money using a discount factor.

Present value = future cash flow × discount factorNPV = (sum of all the present values of the inflows) − initial investment

The discount rate reflects the firm's cost of capital and the riskiness of the project. A higher rate means future cash is discounted more heavily — so it reduces NPV, and it hurts long-dated projects most.

Discounting Project Aurora at 10%

Year 1: £120,000 × 0.909 = £109,080

Year 2: £150,000 × 0.826 = £123,900

Year 3: £180,000 × 0.751 = £135,180

Year 4: £170,000 × 0.683 = £116,110

Year 5: £100,000 × 0.621 = £62,100

Notice how the factors shrink: by Year 5, a pound is worth only 62p in today's money. Distant cash flows carry far less weight — which is the whole point.

Calculate

Your turn — total present value

3Add up the five present values above to find the total present value of Project Aurora's inflows, in £.
£
Hint: £109,080 + £123,900 + £135,180 + £116,110 + £62,100.
Calculate

Your turn — NPV

4Now calculate Project Aurora's NPV at a 10% discount rate, in £.
£
Hint: NPV = total present value − initial investment = £546,370 − £360,000.
3.7.8 · the decision rule

Reading the NPV

NPV positive → ACCEPTthe project returns more than the firm's cost of capital: it creates value
NPV negative → REJECT: the money would be better used elsewhere
Project Aurora, summarised

Payback 2.5 years · ARR 20% · NPV at 10% +£186,370

All three agree: on the numbers, this is a good project. It recovers its cash quickly, it earns 20% against a 10% cost of capital, and after fully accounting for the timing of every pound it is still worth £186,370 more than it costs.

When methods disagree — and they often do — NPV wins. It is the only method that uses all the cash flows and accounts for their timing. Payback favours short, safe projects and would reject a pharmaceutical programme that pays back in year 9 and then earns billions. ARR ignores timing entirely. Use payback as a risk filter and ARR as a quick comparator, but let NPV decide.

3.7.8 · sensitivity

Sensitivity analysis

Every appraisal rests on forecasts. Sensitivity analysis asks: how wrong could we be before the decision changes? Change one variable at a time — the discount rate, the sales forecast, the initial cost — and watch what happens to NPV.

Suppose the firm's cost of capital rises to 15%. The discount factors become 0.870, 0.756, 0.658, 0.572 and 0.497.

Project Aurora, discounted at 15%

Year 1: £120,000 × 0.870 = £104,400

Year 2: £150,000 × 0.756 = £113,400

Year 3: £180,000 × 0.658 = £118,440

Year 4: £170,000 × 0.572 = £97,240

Year 5: £100,000 × 0.497 = £49,700

Total present value = £483,180

Calculate

Your turn — NPV under sensitivity

5Calculate Project Aurora's NPV at a 15% discount rate, in £.
£
Hint: NPV = £483,180 − £360,000.
Quick check

Reading a sensitivity test

?Raising the discount rate from 10% to 15% cuts Aurora's NPV from £186,370 to £123,180. What does this tell the board?
Sort it

Which appraisal method?

Tap a characteristic, then tap the method it describes.

⏱️ Payback

📊 ARR

💰 NPV

Match it

Match each term to its definition

Tap an item on the left, then its partner on the right.

Term
Definition
3.7.8 · other influences

Factors influencing investment decisions

The arithmetic never decides on its own. Weigh:

  • Investment criteria — the board's own hurdles: "payback within three years", "ARR above 15%". These are policy, and they may rule out a positive-NPV project.
  • The reliability of the forecasts. Every figure beyond Year 1 is an estimate. Five-year forecasts in a volatile market are close to fiction, and NPV's precision (£186,370) gives them a spurious authority.
  • Risk and uncertainty. Risk can be modelled (probabilities, sensitivity analysis). Uncertainty cannot — a technology shift or a regulatory ban does not appear in any spreadsheet.
  • Non-financial factors — the firm's objectives and mission, the impact on employees and the community, environmental effects, ethics, brand and reputation, the reaction of competitors, and whether the project builds or destroys a core competence.
  • Availability of finance and opportunity cost. A positive NPV is irrelevant if the firm cannot raise the £360,000 — or if another project has a higher NPV and the money can only be spent once.
Quick check

When payback beats NPV

?A firm must choose between two projects. Project X: payback 1.8 years, NPV +£40,000. Project Y: payback 4.2 years, NPV +£310,000. The firm is currently under severe cash-flow pressure and has a large overdraft. What is the best advice?
Quick check

Criticising NPV properly

?Which criticism of NPV is most valid?
Evaluation

Thinking like an examiner

  • Each method answers a different question. Payback = risk and liquidity. ARR = profitability. NPV = value. Quote all three and say what each contributes.
  • NPV is theoretically superior — but not automatically decisive. A firm short of cash, or bound by a board criterion, may rationally choose the faster-paying project.
  • Interrogate the inputs. Where did the Year 5 forecast come from? What discount rate was used, and why? Run the sensitivity.
  • Say what the numbers cannot see. Ethics, environment, employees, brand, core competences, the competitor's response — and the opportunity cost of the project not chosen.
Recap

The big ideas to know

Payback: cumulative cash flow reaches the outlay. Part-year = (amount owed ÷ that year's cash flow) × 12. Ignores later cash flows and timing.

ARR: (average annual profit ÷ initial investment) × 100, where average annual profit = (total inflows − outlay) ÷ years. Ignores timing.

NPV: present value = cash flow × discount factor. NPV = total PV − initial outlay. Positive → accept.

Discount rate: a higher rate discounts the future more heavily → lower NPV, and it hurts long-dated projects most.

Sensitivity: change one variable and see whether the decision changes. It tests robustness, not accuracy.

Judgement: NPV is theoretically best, but liquidity, board criteria, forecast reliability, risk, ethics and opportunity cost all bear on the decision.

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