Total present value of a stream

Sums discounted values occurring across the selected time horizon.

Signature

PV_total = sum_(t=0)^T [V_t/(1+r)^t]
Inputs
InputsDefinitionUnit
tTime from the reference point for each valueyears
Output
PV_totalSum of the discounted values across all included timessame as V_t
  • V_t Undiscounted cost or health outcome occurring at time t (currency or the relevant health-outcome unit)
  • r Annual discount rate expressed as a decimal (proportion per year)
  • T Last included time point under the model time horizon (years)

Function

Present-value discounting function

Maps future costs or health outcomes to values at a common reference time using the applicable discount rate and timing convention.

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Implementations

  • Excel

    Time-zero value plus later values

    Excel NPV treats the first value in its range as occurring at the end of period 1, so a time-zero value is added separately.

    =TimeZeroValue+NPV(DiscountRate,Year1:YearN)

Assumptions

  • Consistent timing convention

    Every value is assigned to a time point using the same beginning-, middle- or end-of-period convention across alternatives.

  • Complete included stream

    The stream contains all relevant values within the justified time horizon; discounting does not correct omitted consequences.

Worked examples

  • Three-year cost stream

    Costs of £10,000 at time zero and £5,000 at the end of years 1 and 2 have a total present value of approximately £19,498 at 3.5%.

    PV_total = 10000 + 5000/1.035 + 5000/(1.035)^2 = 19498.47

Common errors

  • Treating Excel NPV as beginning at time zero

    Including a time-zero value inside the NPV range discounts it by one period and shifts every cash flow's timing.

Sources

  • Second Panel recommendations

    Sanders GD et al. Recommendations for Conduct, Methodological Practices, and Reporting of Cost-effectiveness Analyses. JAMA. 2016;316(10):1093–1103.

    View source

Canonical Identity

Stable URI · Machine-readable · Resolvable · CC BY 4.0

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