Capital Budgeting Exam Questions and Answers

300 Questions and Answers

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Capital Budgeting Exam Questions and Answers – Strengthen Your Investment Evaluation and Financial Planning Skills

Develop a solid foundation in evaluating long-term investment decisions with this in-depth set of Capital Budgeting Exam Questions and Answers. Designed for finance students, MBA candidates, CFA® exam takers, and financial professionals, this practice exam offers a focused review of the techniques and strategies used in capital investment planning and analysis.

The Capital Budgeting Exam features a balanced mix of theoretical, numerical, and scenario-based questions that reflect real-world financial challenges. Topics include net present value (NPV), internal rate of return (IRR), payback period, profitability index, discounted cash flows (DCF), and risk analysis in project selection. Each question is supported by a detailed explanation to reinforce your understanding of key financial models and their practical applications.

Whether you’re preparing for university-level finance courses, certifications, or applying capital budgeting principles in a corporate setting, this exam provides essential tools for strategic investment planning.

Key Topics Covered:

  • ✅ Net Present Value (NPV) and Internal Rate of Return (IRR)

  • ✅ Payback period and discounted payback analysis

  • ✅ Profitability index and capital rationing decisions

  • ✅ Cash flow projections and cost of capital integration

  • ✅ Sensitivity analysis and risk assessment in investment projects

These Capital Budgeting Exam Questions and Answers are designed to help you evaluate investment opportunities with clarity, precision, and confidence. By understanding how to allocate resources effectively and prioritize projects based on financial merit, you’ll be better equipped to make high-stakes decisions that drive long-term growth.

Whether your goal is to pass a challenging finance exam or enhance your capital planning expertise, this practice test serves as a trusted resource for mastering capital budgeting.

Sample Questions and Answers

Which of the following capital budgeting methods does NOT consider the time value of money?

A) Net present value (NPV)

B) Internal rate of return (IRR)

C) Payback period

D) Profitability index (PI)

Answer: C

If the internal rate of return (IRR) for a project is equal to the required rate of return, what should be the decision?

A) Accept the project

B) Reject the project

C) The decision is ambiguous; further analysis is needed

D) The project’s NPV is zero

Answer: D

A project has a profitability index (PI) of 1.5 and an initial investment of $200,000. What is the present value of future cash inflows?

A) $250,000

B) $300,000

C) $350,000

D) $400,000

Answer: B

A project with a cost of capital of 10% has an internal rate of return (IRR) of 12%. What is the relationship between the IRR and the NPV?

A) The NPV will be positive

B) The NPV will be zero

C) The NPV will be negative

D) The NPV cannot be determined without additional information

Answer: A

Which of the following capital budgeting methods is considered the most conservative?

A) Payback period

B) Net present value (NPV)

C) Internal rate of return (IRR)

D) Profitability index (PI)

Answer: A

What is the main advantage of the internal rate of return (IRR) method?

A) It provides an exact dollar value of profitability

B) It accounts for the time value of money

C) It is easy to calculate

D) It does not require assumptions about the reinvestment rate

Answer: B

A company is deciding between two projects. Project A has an NPV of $300,000, and Project B has an NPV of $150,000. What should be the decision?

A) Accept Project A and reject Project B

B) Accept both projects since both have positive NPVs

C) Reject both projects since the NPVs are too low

D) Accept Project B and reject Project A

Answer: A

Which of the following best describes the net present value (NPV) method?

A) It measures the expected profitability of a project relative to its risk

B) It compares the present value of future cash inflows to the initial investment

C) It determines the payback period for a project

D) It calculates the internal rate of return (IRR) for a project

Answer: B

If a project has a high internal rate of return (IRR) but a low profitability index (PI), what does this indicate?

A) The project is expected to generate high returns relative to the investment

B) The project is not a good investment because the PI is below 1

C) The project will break even

D) The project should be accepted regardless of the PI

Answer: B

Which of the following methods is best for comparing mutually exclusive projects with different sizes and investment amounts?

A) Internal rate of return (IRR)

B) Net present value (NPV)

C) Profitability index (PI)

D) Payback period

Answer: B

Which of the following is true about the profitability index (PI)?

A) It is the ratio of discounted cash inflows to the initial investment

B) It is the rate of return at which the NPV is zero

C) A PI greater than 1.0 indicates the project is not profitable

D) It does not account for the time value of money

Answer: A

Which of the following is an example of a limitation of the IRR method?

A) It does not take into account the time value of money

B) It assumes that cash flows are reinvested at the IRR

C) It is difficult to calculate for large projects

D) It requires a discount rate

Answer: B

If a company’s cost of capital is 8%, and a project has an IRR of 9%, what does this suggest about the project’s NPV?

A) The NPV will be positive

B) The NPV will be zero

C) The NPV will be negative

D) The project should be rejected

Answer: A

In capital budgeting, which method can be used to compare the profitability of projects with unequal durations?

A) Net present value (NPV)

B) Internal rate of return (IRR)

C) Profitability index (PI)

D) Equivalent annual cost (EAC)

Answer: D

Which of the following methods is best suited for evaluating projects with different risk profiles?

A) Payback period

B) Net present value (NPV)

C) Internal rate of return (IRR)

D) Profitability index (PI)

Answer: B

A company is evaluating two mutually exclusive projects. Project X has an NPV of $150,000, and Project Y has an NPV of $100,000. Which project should be selected?

A) Project X

B) Project Y

C) Both projects should be accepted

D) Neither project should be accepted

Answer: A

A company is evaluating two independent projects. Project A has an NPV of $50,000, and Project B has an NPV of $30,000. What should be the decision?

A) Accept both projects because both have positive NPVs

B) Accept only Project A

C) Accept only Project B

D) Reject both projects

Answer: A

If a project’s internal rate of return (IRR) is greater than the company’s required rate of return, what is the expected effect on the project’s NPV?

A) The NPV will be zero

B) The NPV will be negative

C) The NPV will be positive

D) The NPV will be zero at the IRR

Answer: C

 

Which of the following is true about the payback period method?

A) It does not consider the time value of money

B) It is suitable for long-term projects

C) It calculates the NPV of a project

D) It is complex to calculate

Answer: A

What is the most important factor to consider when choosing between mutually exclusive projects with different cash flow patterns?

A) Internal rate of return (IRR)

B) Net present value (NPV)

C) Payback period

D) Profitability index (PI)

Answer: B

What does the term ‘capital budgeting’ refer to?

A) A method for setting the company’s marketing strategy

B) The process of planning and managing a firm’s long-term investments

C) The process of managing cash flows in the short term

D) A method for budgeting fixed operating expenses

Answer: B

A project requires an initial investment of $500,000 and is expected to generate annual cash inflows of $125,000 for 5 years. If the company’s cost of capital is 8%, what is the NPV of the project?

A) $45,000

B) $30,000

C) $40,000

D) $50,000

Answer: A

Which of the following is NOT a factor that affects the cost of capital in capital budgeting decisions?

A) Risk-free rate

B) Market conditions

C) Size of the project

D) Inflation expectations

Answer: C

If the NPV of a project is positive, the project:

A) Will not provide sufficient returns

B) Should be accepted

C) Has a zero IRR

D) Has a high IRR

Answer: B

Which capital budgeting method evaluates projects based on the total value created per dollar invested?

A) Net present value (NPV)

B) Internal rate of return (IRR)

C) Profitability index (PI)

D) Payback period

Answer: C

A company’s project has an NPV of $200,000. If the required rate of return is increased, what will likely happen to the NPV?

A) It will increase

B) It will remain the same

C) It will decrease

D) It will become zero

Answer: C

Which of the following is an advantage of using the NPV method over the payback period?

A) It is easier to calculate

B) It considers the time value of money

C) It does not require future cash flow estimates

D) It is more intuitive

Answer: B

Which method considers the opportunity cost of capital when evaluating investments?

A) Payback period

B) Net present value (NPV)

C) Internal rate of return (IRR)

D) Profitability index (PI)

Answer: B

In capital budgeting, the net present value (NPV) method assumes that:

A) Cash flows are reinvested at the internal rate of return (IRR)

B) All future cash flows are discounted at the cost of capital

C) Future cash flows occur at the beginning of each period

D) Cash flows are always positive

Answer: B

Which of the following capital budgeting methods considers risk by adjusting the discount rate?

A) Internal rate of return (IRR)

B) Payback period

C) Risk-adjusted discount rate (RADR)

D) Profitability index (PI)

Answer: C

If a project’s internal rate of return (IRR) is greater than the required rate of return, the project:

A) Should be accepted

B) Should be rejected

C) Should be reconsidered based on other methods

D) Will break even

Answer: A

What does a negative NPV imply about a project?

A) The project will increase shareholder wealth

B) The project will decrease shareholder wealth

C) The project has no effect on shareholder wealth

D) The project should be accepted regardless of the NPV

Answer: B

Which of the following capital budgeting methods is most appropriate for projects with different sizes of investments?

A) Net present value (NPV)

B) Internal rate of return (IRR)

C) Payback period

D) Profitability index (PI)

Answer: D

Which of the following is true about the internal rate of return (IRR) method?

A) It assumes that all cash flows are reinvested at the project’s IRR

B) It calculates the future value of cash flows

C) It does not account for the time value of money

D) It always provides a clear decision in case of mutually exclusive projects

Answer: A

If the profitability index (PI) is less than 1.0, the project:

A) Should be accepted

B) Should be rejected

C) Has an IRR greater than the required rate of return

D) Will generate a positive NPV

Answer: B

Which of the following is true when a project’s payback period is less than the company’s desired payback period?

A) The project should always be accepted

B) The project is considered riskier

C) The project has a higher likelihood of breaking even quickly

D) The project will likely produce a higher NPV

Answer: C

When evaluating a capital project, which of the following is an important consideration when calculating the net present value (NPV)?

A) The company’s marketing strategy

B) The time horizon of the project

C) The present value of all future liabilities

D) The company’s overall debt structure

Answer: B

Which of the following methods can be used to compare two projects with different durations and cash flow patterns?

A) Internal rate of return (IRR)

B) Net present value (NPV)

C) Equivalent annual cost (EAC)

D) Payback period

Answer: C

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