5-Year Growth (CAGR)

What is 5Y CAGR?

The compound annual growth rate over 5 years, showing smooth annualized growth for various metrics like revenue, earnings, or FCF.

Think of it like this

Like measuring your average annual salary increase over 5 years - smooths out the bumps to show the trend.

Formula

CAGR = (Ending Value รท Beginning Value)^(1/5) - 1
  • Ending Value: Most recent year's figure
  • Beginning Value: Figure from 5 years ago
  • CAGR: Compound Annual Growth Rate

Why it matters

  • Shows sustainable growth trajectory
  • More meaningful than single year growth
  • Helps project future potential
  • Smooths out volatility

What's a good value?

> 15%
High Growth
Exceptional growth trajectory
8-15%
Strong
Above-market growth
3-8%
Moderate
Steady, sustainable growth
< 3%
Low
Slow growth or mature business

Real-world example

Amazon maintained 20%+ revenue CAGR for decades before slowing in recent years.

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