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Microlesson · 5-min read

Internal Rate of Return (IRR) Method

## Internal Rate of Return (IRR)

The IRR considers the time value of money, the initial cash investment, and all cash flows from the investment — but, unlike NPV, it does not use a pre-set desired rate of return.

Instead, IRR is the discount rate that makes the present value of the expected cash inflows equal to the initial cash outflow — i.e., the rate at which NPV = 0.

$$\text{At IRR:}\quad \sum_{t=1}^{n}\frac{C_t}{(1+\text{IRR})^t} = I \quad\Longleftrightarrow\quad \text{NPV} = 0$$

The computed IRR is then compared to a criterion rate — the organisation's desired rate, cut-off rate, or WACC.

### Decision rule

ConditionDecision
IRR ≥ Cut-off rate / WACCAccept the proposal
IRR < Cut-off rate / WACCReject the proposal

### Reinvestment assumption (important)

IRR implicitly assumes interim cash flows are reinvested at the project's own IRR (not at the cost of capital). Consequences:

  • Projects with heavy early cash flows are favoured by IRR.
  • This assumption is often unrealistic and is the root cause of the conflict between NPV and IRR — addressed by MIRR.

> IRR is usually found by interpolation between two discount rates (one giving positive NPV, one negative). The detailed steps are covered in the Time Value of Money chapter.

⚠️ Common exam mistakes

  • Believing IRR uses the desired rate of return as an input — it does not; IRR is solved so that NPV = 0.
  • Assuming reinvestment at the cost of capital under IRR; IRR assumes reinvestment at the IRR itself.
  • Always preferring the higher-IRR project for mutually exclusive choices — IRR ignores project scale and can mislead.
  • Interpolation errors: picking two rates that do not straddle NPV = 0, or mixing up which rate gives the positive vs negative NPV.
Reference:
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