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!
Days Sales in Inventory Excel Calculator Days Sales in Inventory Excel Calculator
(0)
8,131
699
This Days Sales in Inventory Excel Calculator allows companies to determine how fast they move inventory. Days sales in inventory…
Alpha Excel Calculator Alpha Excel Calculator
(0)
6,999
628
Alpha measures how well an investment performs relative to an appropriate market index. When alpha = 1, it means that…
Energy Industry Comps Template Energy Industry Comps Template
(0)
9,289
659
This energy industry comps template provides a guideline and example of what a comparables universe would look like for a…
Monte Carlo analysis without macros Monte Carlo analysis without macros
(0)
6,437
644
A traditional sensitivity analysis involves testing a limited number of scenarios (e.g. base, upside and downside). Each scenario is a…
Unlocking Full Potential of Excel Data Tables (Part 1) Unlocking Full Potential of Excel Data Tables (Part 1)
(0)
5,894
590
Data tables is a powerful tool to analyze sensitivities in Excel financial models. A conventional data table is a one-…
Analysing sensitivities with indifference curves Analysing sensitivities with indifference curves
(0)
5,241
472
Indifference curves depict sensitivity of an output to the two inputs. Each curve corresponds to a fixed output amount and…
Form Controls and Other Interactive Tools Form Controls and Other Interactive Tools
(0)
5,835
466
This is an overview of check boxes, option buttons, drop-down lists and similar fancy things commonly referred to as Form…
Product Mix using Solver Product Mix using Solver
(0)
4,489
390
Now, objective can be achieve having multiple products, with multiple limiting factors/constraints by solving in simplex method. If you have…
Dates and Timelines in Excel Dates and Timelines in Excel
(0)
4,952
367
In this post we will look at: a) Extending or shortening time schedules b) Modelling interest expense c) Planning orders,…
In Depth Financial Model
(0)
2,603
318
A complete financial model of a company to understand with visual graph representation. Various ratios used under specific heading so…
Free Accounting Templates
(0)
2,612
291
5+ Free Accounting Templates in Excel for you to download. Or save time and money by managing your accounting processes in the Excel accounting template.
AMORTISED DEBT REPAYMENT SCHEDULE CALCULATOR AMORTISED DEBT REPAYMENT SCHEDULE CALCULATOR
(0)
3,557
267
CALCULATE THE AMORTIZATION SCHEDULE OF A MORTGAGE OR CONSUMER LOAN, EITHER AT FIXED OR VARIABLE INTEREST RATE OR BOTH (most online…

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
11,147
1023
Unlevered beta (also referred to as asset beta) is the company’s beta score without taking into account the debt that…
Beta Excel Calculator
8,632
753
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
8,144
663
This portfolio beta template is used to determine the weighted average beta of the stocks in your stock portfolio. Beta…
ASSETS CORRELATION MODEL
2,241
121
Achieve greater diversification in your asset allocation by using this tool to calculate the correlation coefficient between any two variables, including…
Simple Sales Orders Solution
2,216
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
26,564
7571
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
8,955
1219
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
8,944
1182
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
9,588
832
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
8,744
603
This cost of preferred stock excel calculator lets you calculate the cost of preferred shares, given the stock price and…
capital-structure Financial leverage
6,123
502
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)
3,874
332
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
2,679
289
Create a capitalization table through multiple rounds of investments, and forecast how investment rounds impact ownership, dilution, and distribution of…
Startup Cap Table
1,181
85
Most startups are initially financed by their founders. They contribute relatively small amounts of money for the company to make…
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
22,627
4924
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
16,814
4209
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
12,728
2436
To be a competent financial analyst, one should have the ability to communicate results from a financial analysis effectively. This…
Bullet Chart Excel Template
8,875
927
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
8,509
911
This Gold Charts Dashboard Template will help you visualize some of the key metrics for a Gold ETF and how…
Revenue dashboard
6,824
702
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)
6,338
675
Very few people think of Excel as being able to produce professional-quality business charts. But this is true - Excel…
Sales Analytics Dashboard in Microsoft Excel
1,388
191
A sales dashboard is a tool that enables c-level executives and managers to effectively control sales KPIs and monitor them…
CryptoCurrency Portfolio Dashboard in Microsoft Excel
1,727
187
 CryptoCurrency Portfolio Dashboard in Microsoft Excel
Sales Performance Dashboard in Microsoft POWER BI
948
24
 Sales Performance Dashboard in Microsoft POWER BI
Human Resource Headcount Analytics Dashboard in Microsoft POWER BI
917
22
 Human Resource Headcount Analytics Dashboard in Microsoft POWER BI
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
19,354
4132
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
10,571
1554
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
11,135
1398
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
10,528
1254
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
10,762
1086
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
9,341
790
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
10,493
863
The financial institution dividend discount model uses future dividends to find the implied share price. This model is based on…
HOTEL BUSINESS PLAN FINANCIAL MODEL EXCEL TEMPLATE TRIAL
6,955
500
Build Cash Flow with Business Plan for a Hotel. Check how the Hotel Business Plan template calculates starting a hotel…
Asset Performance Calculator
6,048
474
Asset Performance Calculator For Mutual Fund Industry Written in Visual Basic with Live Data Query.
COFFEE SHOP BUSINESS PLAN TEMPLATE TRIAL
6,578
448
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
6,384
456
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
9,183
388
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
10,095
1054
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
9,038
1044
Capital expenditure (CapEx) is the amount of money invested by a business in the acquisition, maintenance, and improvement of fixed…
Loan Repayment scheduler
5,020
443
This template help you plan your repayment of loan or debt.  
Amortization Schedule (Automatic)
3,362
253
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
2,296
132
Financial Schedules- Amortization Schedule An amortization schedule is a table detailing each periodic payment on an amortizing loan, as generated…
Static Amortization Schedule
1,643
104
Financial Schedules- Amortization Schedule An amortization schedule is a table detailing each periodic payment on an amortizing loan, as generated…
Loan Amortization Schedule in Microsoft Excel
1,618
56
 Loan Amortization Schedule in Microsoft Excel
Tax Depreciation Schedule
2,822
1
Tax depreciation schedule will help in the calculation of depreciation based tax basis in the Indian Income Tax Act and…
Project Timeplan - Excel Gantt Chart
821
0
- This sheet can create Gantt Chart time schedule easily.- This sheet is very good for small kinds of projects.-…
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
29,002
8458
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
14,478
3716
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
12,513
2766
This Comparable Company Analysis Template is a useful tool for investment banking professionals. Comparable company analysis (Comps) is a relative…
EV/EBITDA Excel Calculator
9,673
2229
EV/EBITDA is a financial ratio used to compare the enterprise value of a company to its annual EBITDA figure. It…
Enterprise Value vs Equity Value Excel Calculator
9,496
1943
Enterprise value, also referred to as firm value, is the total value of assets of acompany excluding cash. Financial analysts…
Simple Cap Table Template
2
12,079
1837
A capitalization table is a spreadsheet used by startups or early-stage ventures that details all of the company's securities. For…
Intrinsic Value template Intrinsic Value Excel Template
10,167
1820
This intrinsic value excel template is a useful tool for investment professionals. The intrinsic value of a company or an…
Financial Synergy Valuation Model Template Financial Synergy Valuation Model Template
9,661
1799
This financial synergy valuation model template can be a useful tool for analysts and investors in evaluating a merger and…
banking industry comps template preview Banking Industry Comps Template
10,571
1554
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
10,935
1588
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
7,482
1583
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
8,876
1606
EBITDA multiple (EV/EBITDA) is a financial ratio used to compare the enterprise value of a company to its annual EBITDA…
See all