ESPP with Lookback Value

Estimate the value and tax of an ESPP offering with the lookback provision.

Offer price ($)

Current price ($)

Discount (%)

Offering period (months)

Salary per pay period ($)

Contribution (%)

Purchase price

$85.00

Total contributed

$3600

Shares bought

42.35

Current value

$5082

Gain

$1482

ROI

41.2%

Annualized

99.3%

About this tool

Compute the discounted purchase price, the lookback gain, and the expected annualized return. Targets r/personalfinance ESPP choice threads.

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