Free calculator
Price ceiling for stocks and REITs
Know the maximum price that makes sense before you buy. The calculator offers trailing target dividend yield, forward yield (with dividend growth), Gordon, Graham, and P/E ceiling, with a margin of safety.
Price ceiling calculator
Pick a method and enter inputs. Compare yield, DDM, and multiples before you buy NYSE or Nasdaq names.
Target yield
Trailing annual dividend (or AFFO/share for REITs) divided by your target yield, with a safety margin.
Estimated price ceiling
$16.00
Discount vs ceiling
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Educational estimate only, not investment advice. In the app you can track methods per holding with market context and alerts.
When to use a price ceiling?
A price ceiling helps you avoid impulse buys when an asset looks expensive relative to distributions or fundamentals. In Portfolio Ceiling you track a ceiling per holding with income yield, forward yield, Graham, and Gordon, plus alerts when price approaches your limit.
Read the full guide: how to calculate a dividend yield price ceiling →
Automatic price ceilings on your portfolio
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Frequently asked questions
What is a price ceiling for stocks?+
A price ceiling is the maximum price you are willing to pay for a stock, based on dividends, earnings, or book value, so you buy with a margin of safety.
How does a target dividend yield ceiling work?+
Divide annual dividends per share by your minimum required yield (target dividend yield), then apply a margin of safety. It is a simple income heuristic popular with dividend investors.
What is a forward (projected) price ceiling?+
It uses expected future dividends, not only the trailing twelve months. You enter a dividend growth rate; the tool projects DPS and applies your target yield. Useful when you expect distributions to rise.
What is the difference between trailing and forward income ceilings?+
Trailing uses dividends already paid over the last 12 months. Forward anticipates the next distribution cycle from the growth you expect. Positive growth can raise the ceiling; lower growth keeps it more conservative.
Does price ceiling work for REITs?+
Yes, as an income heuristic: annual distribution divided by a target yield suited to the property type. Prefer AFFO yield when data is available. Portfolio Ceiling can also use Gordon-style models in the app.
What is conservative mode?+
The conservative ceiling is the lowest value among income yield, forward yield, Graham, P/B, trailing yield, and Gordon (for REITs). You only buy when every model shows a margin: stricter, fewer false positives.
Free calculator vs price ceiling in the app?+
The public calculator offers target dividend yield, forward yield, Gordon, Graham, and P/E ceiling. In the free app plan you track a ceiling per holding with updated inputs and can choose the forward method on your portfolio.