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)
31,504
13753
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)
26,314
7529
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)
11,499
2662
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)
8,946
2005
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)
7,429
1388
When companies make major long-term investments such as property, machinery, or equipment (PP&E) that require a huge upfront investment, they…
Loan Payment Calculator Loan Payment Calculator
(0)
7,529
368
The loan payment calculator allows users to determine the principal and interest payment each month until the full balance of…
Excel for Finance Functions Template Excel for Finance Functions Template
(0)
8,319
1354
This Excel for Finance Functions Template is perfect for anyone who uses Excel for financial calculations and analysis. We've listed…
Burn Rate Excel Template Burn Rate Excel Template
(0)
7,119
954
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)
7,711
933
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)
6,196
782
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
8,710
853
Unlevered beta (also referred to as asset beta) is the company’s beta score without taking into account the debt that…
Beta Excel Calculator
6,850
625
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
6,413
553
This portfolio beta template is used to determine the weighted average beta of the stocks in your stock portfolio. Beta…
ASSETS CORRELATION MODEL
734
51
Achieve greater diversification in your asset allocation by using this tool to calculate the correlation coefficient between any two variables, including…
Trading Business Model (Beta)
116
8
Trading Business Model Spreadsheet - Risk Management & [email protected] Calculator - Expectancy Simulation - Trade Journal - Password Vault
Simple Sales Orders Solution
1,048
0
This is an an Excel template designed to provide sales order management. The template has all the features required to…
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
20,425
5579
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
6,779
1003
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
6,909
975
This Cost of Equity Excel Calculator can be a useful tool for prospective investors. The cost of equity is the required…
Series A Preferred Share Analysis
7,594
704
The template analysis the return profile a Series A Preferred Shares Investment. The comprehensive analysis evaluates the impact of a…
Cost of Preferred Stock Excel Calculator Cost of Preferred Stock Excel Calculator
6,720
514
This cost of preferred stock excel calculator lets you calculate the cost of preferred shares, given the stock price and…
capital-structure Financial leverage
4,501
396
The financial leverage is the use of borrowed money (debt) to finance the purchase of assets  with the exportation that…
NPV and IRR Calculator (Automatic)
2,094
195
After the cash flow for each period is calculated, the present value (PV) of each one is achieved by discounting its future value (see Formula)…
Cap Table and Exit Waterfall Tool for Excel and Google Sheets
1,211
122
Create a capitalization table through multiple rounds of investments, and forecast how investment rounds impact ownership, dilution, and distribution of…
restructuring financial model template preview 1 Restructuring Financial Model Template
7,825
14
This restructuring financial model template is used to demonstrate the financial interactions behind the restructuring process. Adjust this model to…
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
17,703
3985
This Financial Dashboard Template is an excellent ready-to-use Excel tool for finance professionals who would like to create a clean…
Synthetic Call Chart Option Profit/Loss Graph Maker
12,395
3043
This free Option Profit/Loss Graph Maker allows the user to combine up to ten different types of options as well…
Financial Charts and Graphs Excel Template
2
10,260
2092
To be a competent financial analyst, one should have the ability to communicate results from a financial analysis effectively. This…
Bullet Chart Excel Template
7,138
789
Bullet chart is one of the most effective ways to visualize the comparison between actual and forecasted financial performance. It…
Gold Charts Dashboard Excel Template Gold Charts Dashboard Template
6,587
771
This Gold Charts Dashboard Template will help you visualize some of the key metrics for a Gold ETF and how…
Revenue dashboard
5,300
555
Strengths of revenue dashboard: Basic information can be set to setup page. Customer payments by recording paid cell and automatically…
Charts and Dashboards in Excel (short version)
4,490
526
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)
4,059
7
Very few people think of Excel as being able to produce professional-quality business charts. But this is true - Excel…
Excel Dashboard Template
5,118
4
This is a comprehensive Dashboard Template for typical kinds of Analysis including Sales Analysis, Variance Analysis, etc.
Project management Gantt Chart business excel model template
808
2
A gantt chart is a project management tool used to arrange the schedule of a project. It is built with…
Project Finance Model - Power BI
321
0
This project finance model is an advance version of the model you can find under the following link: https://marketplace.corporatefinanceinstitute.com/financial-model-templates/project-finance-model-unlimited-scenarios/ The…
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.
Levelized Cost of Energy (LCOE) Template Levelized Cost of Energy (LCOE) Template
1
14,593
2989
The levelized cost of energy (LCOE), also referred to as the levelized energy cost (LEC) or the levelized cost of…
banking industry comps template preview Banking Industry Comps Template
8,341
1226
This banking industry comps template is used as a guideline to create a comparable companies universe for the banking industry.…
retail industry comps template preview Retail Industry Comps Template
8,792
1145
CFI's retail industry comps template is an example of a comparable companies universe for a company in the retail industry…
pharmaceuticals industry comps template preview Pharmaceutical Industry Comps Template
8,254
1002
This pharmaceutical industry comps template provides a look at a comps table would look like for a company in the…
airline industry comps template preview Airline Industry Comps Template
8,554
903
CFI's airline industry comps template provides a comparable companies universe for American Airlines Group Inc., a company in the airline…
telecom industry comps template preview Telecom Industry Comps Template
7,121
641
This telecom industry comps template provides a guideline and example of what a comparables universe would look like for a…
Financial Institution Dividend Discount Model
8,307
675
The financial institution dividend discount model uses future dividends to find the implied share price. This model is based on…
Asset Performance Calculator
4,578
392
Asset Performance Calculator For Mutual Fund Industry Written in Visual Basic with Live Data Query.
HOTEL BUSINESS PLAN FINANCIAL MODEL EXCEL TEMPLATE TRIAL
4,886
361
Build Cash Flow with Business Plan for a Hotel. Check how the Hotel Business Plan template calculates starting a hotel…
COFFEE SHOP BUSINESS PLAN TEMPLATE TRIAL
4,512
329
A coffee shop is a small business that belongs to foodservice enterprises but stands out from them because of a…
RESTAURANT FINANCIAL MODEL BUSINESS PLAN EXCEL TEMPLATE TRIAL
4,822
337
Buy Restaurant Business Plan template. Plan Cash Flow with Excel Restaurant. Check how to start a Restaurant and save your…
cable industry comps template preview Cable Industry Comps Template
7,419
308
Use this cable industry comps template as a guideline for a comparable companies universe for Charter Communications Inc. Charter is…
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
7,920
910
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
7,019
887
Capital expenditure (CapEx) is the amount of money invested by a business in the acquisition, maintenance, and improvement of fixed…
Loan Repayment scheduler
3,521
351
This template help you plan your repayment of loan or debt.  
Amortization Schedule (Automatic)
2,017
160
An amortization calculator is used to determine the periodic payment amount due on a loan (typically a mortgage), based on the amortization process. The amortization repayment…
Dynamic Amortization Schedule
755
53
Financial Schedules- Amortization Schedule An amortization schedule is a table detailing each periodic payment on an amortizing loan, as generated…
Static Amortization Schedule
550
47
Financial Schedules- Amortization Schedule An amortization schedule is a table detailing each periodic payment on an amortizing loan, as generated…
Tax Depreciation Schedule
1,675
1
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!
dcf-model-template-excel DCF Model Excel Template
7
22,917
6496
A simple and effective Discounted Cash Flow (DCF) template that allows you to build on your own cash flow model…
Free Cash Flow (FCF) Excel Template Free Cash Flow (FCF) Excel Template
11,233
2888
This Free Cash Flow (FCF) Excel Template can be a useful tool for investors. FCF measures the amount of cash…
Comparable Company Analysis Template Comparable Company Analysis Template
9,516
2104
This Comparable Company Analysis Template is a useful tool for investment banking professionals. Comparable company analysis (Comps) is a relative…
EV/EBITDA Excel Calculator
7,503
1703
EV/EBITDA is a financial ratio used to compare the enterprise value of a company to its annual EBITDA figure. It…
Simple Cap Table Template
2
9,633
1481
A capitalization table is a spreadsheet used by startups or early-stage ventures that details all of the company's securities. For…
Enterprise Value vs Equity Value Excel Calculator
7,489
1482
Enterprise value, also referred to as firm value, is the total value of assets of acompany excluding cash. Financial analysts…
Financial Synergy Valuation Model Template Financial Synergy Valuation Model Template
7,535
1443
This financial synergy valuation model template can be a useful tool for analysts and investors in evaluating a merger and…
Intrinsic Value template Intrinsic Value Excel Template
7,833
1399
This intrinsic value excel template is a useful tool for investment professionals. The intrinsic value of a company or an…
banking industry comps template preview Banking Industry Comps Template
8,341
1226
This banking industry comps template is used as a guideline to create a comparable companies universe for the banking industry.…
ltv-cac-ratio-template-excel LTV CAC Ratio Template
8,796
1263
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
5,704
1258
Adjusted EBITDA is a normalized financial metric which excludes all one-time, irregular and non-recurring items. It is commonly used in…
EBITDA Multiple Excel Template
7,080
1272
EBITDA multiple (EV/EBITDA) is a financial ratio used to compare the enterprise value of a company to its annual EBITDA…
See all