Inventory Metrics

Inventory Carrying Cost Calculator

Inventory carrying cost (also called holding cost) is the total cost of storing unsold inventory. It includes storage, insurance, depreciation, opportunity cost, and more. Understanding this cost is crucial for inventory optimization.

Input Parameters

Carrying Cost Components (%)

Formula

Carrying Cost = Average Inventory Value × Carrying Cost Rate

The carrying cost rate typically ranges from 15-30% of inventory value per year, depending on industry and storage conditions.

Variable Definitions

Capital Cost

Cost of Capital

Opportunity cost of money tied up in inventory (typically 8-15%).

Storage Cost

Storage Cost

Warehouse rent, utilities, and equipment (typically 2-5%).

Service Cost

Service Cost

Insurance and taxes on inventory (typically 2-4%).

Risk Cost

Inventory Risk

Obsolescence, shrinkage, and damage (typically 2-6%).

Example Calculation

Scenario: Calculate annual carrying cost: - Average Inventory Value: $500,000 - Cost of Capital: 10% - Storage: 3% - Insurance/Taxes: 2% - Obsolescence Risk: 4% Total Carrying Rate = 10% + 3% + 2% + 4% = 19% Annual Carrying Cost = $500,000 × 19% = $95,000

How to Interpret Your Result

Understanding your carrying costs: • Lower carrying costs improve cash flow and profitability • High carrying costs suggest opportunities for inventory reduction • Use carrying cost in EOQ calculations for optimal ordering • Compare carrying cost to stockout costs when setting safety stock

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Frequently Asked Questions