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 3 Statement Model Template
(10)
20,005
8357
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) Profit and Loss Excel Template (P&L Template)
(3)
15,264
4078
By downloading this free Profit and Loss template, you will be able to easily create your own income statement. Once…
Consolidation Model Excel Template Consolidation Model Excel Template
(1)
7,021
1644
This Consolidation Model Excel Template allows you to unify the financial performance of all your business' projects in one dedicated…
DCF Model and Free Cash Flow Valuation Template DCF Model and Free Cash Flow Valuation Template
(0)
4,706
957
This detailed DCF Model and Free Cash Flow Valuation Excel Template, will use the forecasted FCFF to calculate the value…
Capital Investment Model Template Capital Investment Model Template
(0)
4,383
795
When companies make major long-term investments such as property, machinery, or equipment (PP&E) that require a huge upfront investment, they…
Excel for Finance Functions Template Excel for Finance Functions Template
(0)
5,334
815
This Excel for Finance Functions Template is perfect for anyone who uses Excel for financial calculations and analysis. We've listed…
Loan Payment Calculator Loan Payment Calculator
(0)
4,235
0
The loan payment calculator allows users to determine the principal and interest payment each month until the full balance of…
Burn Rate Excel Template Burn Rate Excel Template
(0)
4,262
573
Burn rate is the rate at which a company consumes its cash pool when it generates negative profit. This metric…
Discount Factor Excel Template Discount Factor Excel Template
(0)
4,768
576
This discount factor excel template can be a useful tool for analysts when creating financial models. The discount factor is…
Bank Mixed Statement Ratio Calculator Bank Mixed Statement Ratio Calculator
(0)
3,813
462
The Bank Mixed Statement Ratio Calculator is a tool that you can use to determine a bank's profitability and financial…

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
1
5,638
555
Unlevered beta (also referred to as asset beta) is the company’s beta score without taking into account the debt that…
Beta Excel Calculator
4,373
398
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
3,929
359
This portfolio beta template is used to determine the weighted average beta of the stocks in your stock portfolio. Beta…
See all

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
3
11,871
3062
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
3,997
646
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
4,432
619
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
4,211
352
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
4,924
489
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
4,479
7
This restructuring financial model template is used to demonstrate the financial interactions behind the restructuring process. Adjust this model to…
capital-structure Financial leverage
2,332
218
The financial leverage is the use of borrowed money (debt) to finance the purchase of assets  with the exportation that…
Fundamental Analysis of Stock Market
1
1,789
1
The intrinsic value of an equity share depends on a multitude of factors. The earnings of the company, the growth…
NPV and IRR calculator
1,588
4
This template calculates Net Present Value and Internal Rate of Return for an investment.You are expected to enter following inputs.…
See all

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
3
10,060
2473
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
4,630
553
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
2
6,574
1452
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
3,992
534
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
6,961
1439
This free Option Profit/Loss Graph Maker allows the user to combine up to ten different types of options as well…
Revenue dashboard
2,978
312
Strengths of revenue dashboard: Basic information can be set to setup page. Customer payments by recording paid cell and automatically…
Excel Dashboard Template
2,495
4
This is a comprehensive Dashboard Template for typical kinds of Analysis including Sales Analysis, Variance Analysis, etc.
Charts and Dashboards in Excel (short version)
1,915
274
Very few people think of Excel as being able to produce professional-quality business charts. But this is true - Excel…
Charts and Dashboards in Excel (full version)
1,766
4
Very few people think of Excel as being able to produce professional-quality business charts. But this is true - Excel…
Index Return in relation with Covid-19 Cases
362
0
This excel file helps investors and professionals to understand the relationship between the index return and the cases of Covid-19…
See all

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
1
7,056
12
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
6,484
16
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
1
8,176
1573
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
4,096
384
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
5,412
725
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
5,331
586
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
5,229
704
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
4,979
609
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
4,828
164
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
4,523
5
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
4,587
3
This TMT financial model template is used to value technology, media, and telecom firms. This model provides a template to…
Financial Institution Dividend Discount Model
4,719
358
The financial institution dividend discount model uses future dividends to find the implied share price. This model is based on…
See all

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
4,884
646
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
4,027
627
Capital expenditure (CapEx) is the amount of money invested by a business in the acquisition, maintenance, and improvement of fixed…
Loan Repayment scheduler
1,551
189
This template help you plan your repayment of loan or debt.  
Tax Depreciation Schedule
81
0
Tax depreciation schedule will help in the calculation of depreciation based tax basis in the Indian Income Tax Act and…
See all

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
1
6,603
10
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
5,322
10
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
5,477
2
This Valuation Analysis Excel Model Template comprises Comparable Analysis (Comps), Precedent Transactions, DCF (Discounted Cash Flow) Analysis, and Football Field…
Simple Cap Table Template
2
6,018
909
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
7
13,488
3533
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
5,419
759
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
3,097
749
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
4,985
689
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
5,362
1105
This Comparable Company Analysis Template is a useful tool for investment banking professionals. Comparable company analysis (Comps) is a relative…
Crossover Rate Excel Template
3,662
411
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
3,637
389
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
3,763
391
This dilution of excel template can be a useful tool for analysts and investors. Dilution of shares is a result…
See all