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9609 · 10.3.2

Basic methods: payback, accounting rate of return (ARR) flashcards

Revision flashcards for Cambridge 9609 Basic methods: payback, accounting rate of return (ARR) (syllabus 10.3.2). Flip, recall, then mark a real past-paper question.

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    Payback period?

    Time taken for cumulative net cash inflows to equal the initial investment.

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    Payback decision rule?

    Accept if payback ≤ target/maximum period set by the business (shorter is better).

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    ARR formula?

    ARR = (Average annual profit ÷ Initial investment) × 100%.

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    Strength of payback?

    Simple, focuses on liquidity/risk, favours faster cash recovery.

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    Weakness of payback?

    Ignores time value of money and cash flows after payback period.

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    Weakness of ARR?

    Uses accounting profit not cash flow; ignores timing of returns; arbitrary average.

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    Average annual profit for ARR?

    Total profit over project life ÷ number of years (or given in question).

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    When might payback dominate NPV?

    When business faces cash shortages and needs fast recovery of capital.

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    What is the payback period?

    The time it takes for the net cash inflows from an investment project to equal the initial capital cost. It measures liquidity and risk.

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    How do you calculate the final part of the payback period in months?

    Formula: (Amount of investment remaining to be paid back / Net cash flow in the year of payback) × 12 months.

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    What is the Accounting Rate of Return (ARR)?

    A measure of an investment's profitability, calculated by finding the average annual profit as a percentage of the initial investment cost.

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    What is the formula for ARR?

    ARR (%) = (Average Annual Profit / Initial Investment) × 100. Average Annual Profit = (Total Inflows - Initial Investment) / Project Lifespan.

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    What is the most significant weakness of the payback method?

    It completely ignores cash flows, and therefore profitability, that occur after the payback period has been reached.