Back to Topic 3.8 — Investment appraisal
3.8.1BM SL25 flashcards

Payback period

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Card 1 of 253.8.1
3.8.1
Question

When is payback most useful?

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All 25 Flashcards — Payback period

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Card 1concept

Question

When is payback most useful?

Answer

Tight cash flow businesses, fast-changing industries (tech), start-ups, or as a quick screening tool.

💡 Hint

Cash-tight, fast-change, start-up

Card 2concept

Question

Two advantages of payback?

Answer

Simple to calculate/understand; focuses on cash flow — good for cash-limited businesses.

💡 Hint

Simple + cash-focused

Card 3definition

Question

What is the payback period?

Answer

The time it takes for an investment to generate enough cash inflows to recover the initial cost.

💡 Hint

Time to get money back

Card 4definition

Question

Key payback formula for uneven flows?

Answer

Years completed + (Remaining ÷ Year's cash flow) × 12 months

💡 Hint

Years + (remaining/flow) × 12

Card 5concept

Question

How to calculate payback with uneven cash flows?

Answer

Use cumulative cash flow — add up year by year until you pass the initial cost.

💡 Hint

Cumulative method

Card 6example

Question

Machine costs $30k, generates $10k/year. Payback?

Answer

$30k ÷ $10k = 3 years

💡 Hint

30/10 = 3

Card 7concept

Question

Why is payback good for tech industries?

Answer

Equipment becomes obsolete fast — need to recover investment quickly before technology changes.

💡 Hint

Obsolescence risk

Card 8concept

Question

Two disadvantages of payback?

Answer

Ignores cash flows after payback; ignores time value of money.

💡 Hint

Post-payback + time value ignored

Card 9example

Question

Cost $50k. Y1:$15k, Y2:$20k, Y3:$25k. Payback?

Answer

Cumulative: Y1=$15k, Y2=$35k, Y3=$60k. Need $15k more at Y3 start. 2 + (15/25)×12 = 2 years 7.2 months.

💡 Hint

During Year 3

Card 10concept

Question

Shorter payback = ___ risk

Answer

Lower — money comes back faster, less time exposed to uncertainty.

💡 Hint

Lower

Card 11concept

Question

Payback ignores what two things?

Answer

Cash flows AFTER payback and the time value of money.

💡 Hint

Post-payback + time value

Card 12concept

Question

Shorter or longer payback preferred?

Answer

Shorter — lower risk, money back faster.

💡 Hint

Shorter = less risk

Card 13definition

Question

Formula to interpolate payback month?

Answer

Years + (Remaining ÷ That year's cash flow) × 12

💡 Hint

Years + remaining/flow × 12

Card 14concept

Question

Why is ignoring post-payback cash flows a problem?

Answer

May reject very profitable long-term investments that generate huge returns after the payback point.

💡 Hint

Misses long-term returns

Card 15concept

Question

Should payback be the ONLY method used?

Answer

Rarely — it's a good starting point but should be combined with ARR for a complete picture.

💡 Hint

Starting point, not the whole picture

Card 16concept

Question

Why show the cumulative cash flow column?

Answer

Makes it easy to spot payback and earns method marks.

💡 Hint

Working + marks

Card 17concept

Question

Why do start-ups prefer payback?

Answer

They have limited finance and need their money back quickly to survive.

💡 Hint

Limited cash = need fast return

Card 18concept

Question

What question does payback answer?

Answer

How long before I get my money back?

💡 Hint

When do I break even?

Card 19concept

Question

Always show this column for payback questions:

Answer

Cumulative cash flow — shows your working and when payback occurs.

💡 Hint

Cumulative column

Card 20definition

Question

What is the time value of money?

Answer

$1 today is worth more than $1 next year — you could invest today's dollar and earn interest.

💡 Hint

Money now > money later

Card 21concept

Question

Payback focuses on risk and ___; ARR focuses on ___

Answer

Payback = risk and cash flow. ARR = profitability.

💡 Hint

Risk vs return

Card 22definition

Question

What is cumulative cash flow?

Answer

A running total of all cash inflows received to date.

💡 Hint

Running total

Card 23concept

Question

Quick: Payback measures ___ while ARR measures ___

Answer

Payback = time to recover cost. ARR = average annual return as percentage.

💡 Hint

Time vs return %

Card 24concept

Question

Payback is good for comparing projects how?

Answer

Shorter payback = lower risk. Useful as a quick screening tool before deeper analysis.

💡 Hint

Quick risk comparison

Card 25concept

Question

Why is payback the simplest investment appraisal?

Answer

Quick to calculate, easy to understand, clear time-based answer.

💡 Hint

Quick + easy + clear

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