This bank financial model template is used to value financial institutions group (FIG) companies. This is a comprehensive model that analyzes the historical financial statements of a bank and forecasts five years of financials in order to reach an implied share price.

This model can be fully modified and applied to any bank or other FIG company. Use this model to build out scenarios and test multiple business cases for financial institutions groups.



This bank financial model template includes the following:

  • Summary of Financial Information – capitalization, credit, ownership, and stock information
  • Historical Financial Statements – income statement, balance sheet, cash flow statement
  • Capitalization and Leverage Ratios and Statistics
  • Projected Financial Statements – three statement model, capitalization summary, interest rate calculations, financial ratios
  • Scenario Analysis
  • Valuation and Implied Share Price – dividend discount model


Financial Institutions Group (FIG) Companies

Financial Institutions Group, or FIG, is an industry classification. FIG consists of companies that provide advisory services to financial institutions clients. FIG companies consist of firms such as banks, insurance firms, and asset management firms. Unlike most industries, FIG companies do not produce a tangible output. Financial analysts need a specialized model to properly evaluate FIG companies, such as this bank financial model template.

For a different look at bank valuation, take a look at CFI's banking industry comps template!


Three Statement Model

This template uses a three statement model to project a bank's financials forward five years. By using a three statement model, this template is able to take advantage of the following benefits:

  • Easier to navigate (don’t have to switch between tabs)
  • Less risk of mislinking formulas (all time periods are in the same column)
  • More organized with the use of grouping cells
  • Allows more room for consolidating multi-business companies


Dividend Discount Model

This model also uses the dividend discount model method to value a company. The dividend discount model assumes that the current fair price of a stock equals the sum of all of the company's future dividends, discounted for their present value.


Reviews Add a review
No reviews yet

More From Corporate Finance Institute®

Browse our top rated business templates. See All
restructuring financial model template preview 1 Restructuring Financial Model Template
This restructuring financial model template is used to demonstrate the financial interactions behind the restructuring process. Adjust this model to…
TMT Financial Model Template Preview TMT Financial Model Template
This TMT financial model template is used to value technology, media, and telecom firms. This model provides a template to…
Synthetic Call Chart Option Profit/Loss Graph Maker
This free Option Profit/Loss Graph Maker allows the user to combine up to ten different types of options as well…
Directional Trading Strategies Template Directional Trading Strategies Template
The directional trading strategies template allow users to determine the profit when buying options. This template focuses on directional strategies…
HELOC Calculator Template Home Equity Line of Credit (HELOC) Calculator
This home equity line of credit (HELOC) calculator can calculate the maximum amount of loan a homeowner is eligible to…
Levelized Cost of Energy (LCOE) Template Levelized Cost of Energy (LCOE) Template
The levelized cost of energy (LCOE), also referred to as the levelized energy cost (LEC) or the levelized cost of…