Glossary: M05 — Capital Investments

TermDefinition
Capital allocationProcess of making capital investment and return decisions
Going concern projectsInvestments to maintain current operations
Regulatory/compliance projectsInvestments required by law or regulation
Expansion projectsInvestments to increase business size
Sunk costCost already incurred; should not affect investment decisions
Opportunity costValue of the next best alternative foregone
Incremental cash flowCash flow change attributable to the investment decision
ExternalityEffect of an investment on other parts of the company
CannibalizationNew investment takes sales from existing products
Conventional cash flowCash flow pattern with only one sign change
Non-conventional cash flowCash flow with multiple sign changes; may produce multiple IRRs
NPVNet Present Value — sum of PV of all incremental cash flows
IRRInternal Rate of Return — discount rate that makes NPV = 0
ROICReturn on Invested Capital
Independent projectsProjects whose cash flows are unrelated
Mutually exclusive projectsProjects where accepting one means rejecting others
Real optionRight but not obligation to make a future business decision
Timing optionOption to delay an investment
Sizing optionOption to expand or abandon a project
Flexibility optionOption to change inputs, outputs, or processes