Financial Model Templates

Explore the marketplace to look for the best financial model templates which you can download and utilize to perform various financial calculations and analysis at ease!
3 Statement Model Template
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A 3 statement model template connects the income statement, balance sheet, and cash flow statement into one dynamically linked financial…
Profit and Loss Excel Template (P&L Template)
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By downloading this free Profit and Loss template, you will be able to easily create your own income statement. Once…
Consolidation Model Excel Template
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This Consolidation Model Excel Template allows you to unify the financial performance of all your business' projects in one dedicated…
Excel for Finance Functions Template
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This Excel for Finance Functions Template is perfect for anyone who uses Excel for financial calculations and analysis. We've listed…
Capital Investment Model Template
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When companies make major long-term investments such as property, machinery, or equipment (PP&E) that require a huge upfront investment, they…
Discount Factor Excel Template
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This discount factor excel template can be a useful tool for analysts when creating financial models. The discount factor is…
Burn Rate Excel Template
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Burn rate is the rate at which a company consumes its cash pool when it generates negative profit. This metric…
Bank Mixed Statement Ratio Calculator
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The Bank Mixed Statement Ratio Calculator is a tool that you can use to determine a bank's profitability and financial…
Days Sales in Inventory Excel Calculator
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This Days Sales in Inventory Excel Calculator allows companies to determine how fast they move inventory. Days sales in inventory…
Alpha Excel Calculator
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Alpha measures how well an investment performs relative to an appropriate market index. When alpha = 1, it means that…

Financial Model Templates and Excel Models

Browse the library of ready-to-use financial model templates to perform any type of analysis. Benefit from the experience of others and save valuable time.

What is a Financial Model?

A financial model is a tool used to forecast a company’s future financial performance based on historical trends, assumptions and scenarios about the future. A basic financial model would typically begin with a three-statement model, which contains an income statement, balance sheet, and cash flow statement. Financial analysts can build on top various types of advanced models to further evaluate a project or investment opportunity.

Uses of a Financial Model

The results derived from a financial model allow analysts to perform in-depth financial analysis and test different operating scenarios about the future. Financial models help management make better decisions about:

  • Raising capital in the form of debt and/or equity
  • Undergoing transactions such as mergers and acquisitions (M&A), leverage buyout (LBO), and divestiture
  • Forecasting organic growth of the business
  • Valuing an investment (assets, projects, or businesses)
  • Budgeting and forecasting
  • Pricing securities

Users of Financial Models

Financial models are built and used by many types of professionals, particularly in investment banking, commercial banking, equity research, sales and trading, portfolio management, corporate finance, financial planning and analysis (FP&A), accounting, etc. Use the financial modeling templates provided by finance professionals to perform more efficient and accurate financial analysis!

Top 10 Types of Financial Model Templates

Here is a list of the 10 most commonly used financial models in corporate finance:

  1. Three Statement Model: dynamically linked three statement models (income statement, balance sheet, cash flow statement)
  2. Discounted Cash Flow (DCF) Model: values a company using future cash flows and calculate the net present value (NPV) discounted at the company’s weighted average cost of capital (WACC)
  3. Merger Model (M&A): used to evaluate the pro forma accretion or dilution of an M&A transaction
  4. Initial Public Offering (IPO) Model: value a company before it goes public
  5. Leveraged Buyout (LBO) Model: value a leverage buyout transaction which involves use of different types of debt financing
  6. Sum of the Parts Model: combines several DCF models to calculate the net asset value for a business
  7. Consolidation Model: consolidates the performance of multiple business units into one single model
  8. Budget Model: commonly used in financial planning & analysis to plan for future years’ budget
  9. Forecasting Model: used in FP&A to predict future business performance
  10. Option Pricing Model: two main types of models are binomial tree and Black-Sholes

Beta Templates

Browse the collection of Beta Templates and download the Excel files to start performing your own analysis. Use these examples as a way to perform your own work more quickly, by building on the examples from other professionals.
equity-beta-asset-beta-conversion-template-excel Equity Beta and Asset Beta Conversion Excel Model Template
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Unlevered beta (also referred to as asset beta) is the company’s beta score without taking into account the debt that…
Beta Excel Calculator
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This Beta Excel Calculator template is great tool to measure the volatility of an individual stock/portfolio relative to the volatility…
portfolio beta template preview Portfolio Beta Template
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This portfolio beta template is used to determine the weighted average beta of the stocks in your stock portfolio. Beta…

Capital Structure Templates

Use one of our capital structure templates to determine the optimal capital structure for your company and maximize its profitability!
wacc-calculator-template-excel Weighted Average Cost of Capital (WACC) Excel Model Template
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Weighted average cost of capital (WACC) is the required return a company should generate for the risk associated with investing…
Cost of Debt Excel Calculator Cost of Debt Excel Calculator
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The Cost of Debt Excel Calculator can be useful for debtholders and creditors. The cost of debt is the return…
Cost of Equity Excel Calculator Cost of Equity Excel Calculator
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This Cost of Equity Excel Calculator can be a useful tool for prospective investors. The cost of equity is the required…
Cost of Preferred Stock Excel Calculator Cost of Preferred Stock Excel Calculator
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This cost of preferred stock excel calculator lets you calculate the cost of preferred shares, given the stock price and…
Series A Preferred Share Analysis
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The template analysis the return profile a Series A Preferred Shares Investment. The comprehensive analysis evaluates the impact of a…
restructuring financial model template preview 1 Restructuring Financial Model Template
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This restructuring financial model template is used to demonstrate the financial interactions behind the restructuring process. Adjust this model to…

Graphs & Dashboards Templates

Browse the CFI marketplace for beautifully built charts, graphs and dashboards templates and create your own financial presentations in a professional manner!
financial dashboard template Financial Dashboard Template
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This Financial Dashboard Template is an excellent ready-to-use Excel tool for finance professionals who would like to create a clean…
Bullet Chart Excel Template
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Bullet chart is one of the most effective ways to visualize the comparison between actual and forecasted financial performance. It…
Financial Charts and Graphs Excel Template
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To be a competent financial analyst, one should have the ability to communicate results from a financial analysis effectively. This…
Gold Charts Dashboard Excel Template Gold Charts Dashboard Template
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This Gold Charts Dashboard Template will help you visualize some of the key metrics for a Gold ETF and how…
Synthetic Call Chart Option Profit/Loss Graph Maker
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This free Option Profit/Loss Graph Maker allows the user to combine up to ten different types of options as well…

Industry Specific Financial Models

In this marketplace you will find industry specific templates such as financial models and other excel tools. Browse through our catalog of excel models and tools created by industry professionals. Use these to save you time.
real-estate-development-model-template-excel3 Real Estate Excel Financial Model Template
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This Real Estate Financial Model template allows investors to determine the cash flow generated from a real estate development project…
saas-financial-model-template-excel5 SaaS Excel Financial Model Template
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SaaS stands for Software as a Service, it is a type of eCommerce businesses which offers purely software products to…
Levelized Cost of Energy (LCOE) Template Levelized Cost of Energy (LCOE) Template
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The levelized cost of energy (LCOE), also referred to as the levelized energy cost (LEC) or the levelized cost of…
telecom industry comps template preview Telecom Industry Comps Template
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This telecom industry comps template provides a guideline and example of what a comparables universe would look like for a…
retail industry comps template preview Retail Industry Comps Template
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CFI's retail industry comps template is an example of a comparable companies universe for a company in the retail industry…
airline industry comps template preview Airline Industry Comps Template
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CFI's airline industry comps template provides a comparable companies universe for American Airlines Group Inc., a company in the airline…
banking industry comps template preview Banking Industry Comps Template
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This banking industry comps template is used as a guideline to create a comparable companies universe for the banking industry.…
pharmaceuticals industry comps template preview Pharmaceutical Industry Comps Template
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This pharmaceutical industry comps template provides a look at a comps table would look like for a company in the…
cable industry comps template preview Cable Industry Comps Template
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Use this cable industry comps template as a guideline for a comparable companies universe for Charter Communications Inc. Charter is…
bank financial model template preview 1 Bank Financial Model Template
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This bank financial model template is used to value financial institutions group (FIG) companies. This is a comprehensive model that…
TMT Financial Model Template Preview TMT Financial Model Template
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This TMT financial model template is used to value technology, media, and telecom firms. This model provides a template to…

Schedules Templates

Take advantage and use our library of pre-built finance schedules templates to simplify your financing modeling process and produce a detailed supporting schedule!
ppe-schedule-template-excel Property Plant and Equipment Schedule Template
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This Property Plant and Equipment Schedule Template is a simple and easy to use, one-sheet worksheet that will allow you…
Capital Expenditure (CapEx) Excel Calculator
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Capital expenditure (CapEx) is the amount of money invested by a business in the acquisition, maintenance, and improvement of fixed…

Valuation Templates

View our collection of valuation templates which incorporate the various valuation techniques and use them to create your own version of valuation models!
Amazon Case Study - Advanced Business Valuation Excel Model Amazon Case Study - Advanced Business Valuation Excel Model
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This Amazon Case Study - Advanced Business Valuation Model is built to value AMZN's businesses and determine its target share…
cash-flow-reconciliation-template-excel Cash Flow Reconciliation Template
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This cash flow reconciliation template will demonstrate the calculations of Earnings Before Interest, Taxes, Depreciation and Amortization (EBITDA), Cash Flow…
Valuation Analysis Excel Model Template
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This Valuation Analysis Excel Model Template comprises Comparable Analysis (Comps), Precedent Transactions, DCF (Discounted Cash Flow) Analysis, and Football Field…
Simple Cap Table Template
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A capitalization table is a spreadsheet used by startups or early-stage ventures that details all of the company's securities. For…
dcf-model-template-excel DCF Model Excel Template
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A simple and effective Discounted Cash Flow (DCF) template that allows you to build on your own cash flow model…
ltv-cac-ratio-template-excel LTV CAC Ratio Template
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This is a LTV/CAC (Lifetime value / customer acquisition cost) ratio template that is ready-to-use, and instantly downloadable for the…
Adjusted EBITDA Excel Template
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Adjusted EBITDA is a normalized financial metric which excludes all one-time, irregular and non-recurring items. It is commonly used in…
Adjusted Present Value Excel Template
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Adjusted present value (APV) is the sum of the net present value (NPV) of a project and the present value…
Comparable Company Analysis Template Comparable Company Analysis Template
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This Comparable Company Analysis Template is a useful tool for investment banking professionals. Comparable company analysis (Comps) is a relative…
Crossover Rate Excel Template
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Crossover rate is the rate of return (or the weighted average cost of capital - WACC) at which the net…
Diluted Earnings Per Share (EPS) Template Diluted Earnings Per Share (EPS) Template
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This diluted earnings per share (EPS) template is a very helpful tool for investors and analysts. Diluted earnings per share…
Dilution Excel Template Dilution Excel Template
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This dilution of excel template can be a useful tool for analysts and investors. Dilution of shares is a result…