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!
EFFECTIVE NET YIELD TO MATURITY CALCULATOR2,582
129
CALCULATE THE EFFECTIVE NET YIELD-TO-MATURITY (OR TO SALE DATE) OF A BOND, KEEPING PRICE VOLATILITY AND INTEREST RATE RISK UNDER…
Free! Add to Cart
3 Financial Statement Ratio & Analysis (Auto Calculation)4,946
113
This excel model allows you to calculate Return on Common Equity (ROCE), Return on Net Operation Assets (RNOA), Financial Leverage (FLEV),…
$25.00 Add to Cart
WACC Calculator1,104
104
The free excel template help the user to calculates the weighted average cost of capital for the long-term funding used…
Free! Add to Cart
Merger Model - M&A Excel Template13,440
45
A complete Mergers and Acquisitions (M&A) model that includes: (1) stand-alone target DCF model, (2) stand-alone acquirer DCF model, (3)…
$100.00 Add to Cart
Profit Distribution and Carried Interest Waterfall3,750
17
This template describes real-world mechanisms of distributing profits between project participants. It starts with modeling a distribution to a preferred…
$25.00 Add to Cart
Actual vs. Last Period and Budget Comparison2,384
16
This model enables you to present a comparison between actual results with last period and budgeted figures, either monthly or…
$25.00 Add to Cart
Financial Modeling Competition Case6,841
10
This is the case from the 2018 Financial Modeling Competition.
$25.00 Add to Cart
LBO (Leveraged Buyout) Excel Model Template12,055
10
This LBO Model is a complex model made comprehensible in this Excel template format. A Leveraged Buyout occurs where a…
$100.00 Add to Cart
Monthly Financial Model4,675
7
The template has been constructed for monthly financial reporting for general trading industry, It is incredibly simple to use that…
$50.00 Add to Cart
Cash Flow Projection for Rental Heavy Machinery - Excel Template6,033
6
Rental machinery business is very critical business therefore the cash flow projection is necessary to keep your business moving This…
$25.00 Add to Cart
Financial Analysis - 5 Years Plan & Valuation1,485
4
General overview The main idea of the model is to provide professional and successful financial presentation for the management showing…
$50.00 Add to Cart
Monthly Dynamic 3 Statements & Valuation1,202
4
General Overview The template contains the cash flow statement, the income statement, the balance sheet statement as well as ratios,…
$25.00 Add to Cart
3 Statement Model for Bank2,877
4
A 3 statement model template connects the income statement, balance sheet, and cash flow statement into one dynamically linked financial model.
$25.00 Add to Cart
Unlocking Full Potential of Excel Data Tables (Part 2)5,341
4
This is the second part of my publication explaining an advanced and little-known method of using data tables for sensitivity…
$25.00 Add to Cart
Basic Leveraged Buyout LBO Model Template7,386
3
An LBO model is built to evaluate a leveraged buyout transaction, which is a business acquisition funded with a significant…
$100.00 Add to Cart
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 and Asset Beta Conversion Excel Model Template9,966
947
Unlevered beta (also referred to as asset beta) is the company’s beta score without taking into account the debt that…
Free! Add to Cart
Beta Excel Calculator7,679
696
This Beta Excel Calculator template is great tool to measure the volatility of an individual stock/portfolio relative to the volatility…
Free! Add to Cart
Portfolio Beta Template7,316
613
This portfolio beta template is used to determine the weighted average beta of the stocks in your stock portfolio. Beta…
Free! Add to Cart
By Victor Ho
ASSETS CORRELATION MODEL1,515
84
Achieve greater diversification in your asset allocation by using this tool to calculate the correlation coefficient between any two variables, including…
Free! Add to Cart
Simple Sales Orders Solution1,561
0
This is an an Excel template designed to provide sales order management. The template has all the features required to…
$25.00 Add to Cart
Capital Structure Templates
Use one of our capital structure templates to determine the optimal capital structure for your company and maximize its profitability!
Weighted Average Cost of Capital (WACC) Excel Model Template23,666
6731
Weighted average cost of capital (WACC) is the required return a company should generate for the risk associated with investing…
Free! Add to Cart
Cost of Debt Excel Calculator7,891
1123
The Cost of Debt Excel Calculator can be useful for debtholders and creditors. The cost of debt is the return…
Free! Add to Cart
Cost of Equity Excel Calculator7,845
1088
This Cost of Equity Excel Calculator can be a useful tool for prospective investors. The cost of equity is the required…
Free! Add to Cart
Series A Preferred Share Analysis8,536
770
The template analysis the return profile a Series A Preferred Shares Investment. The comprehensive analysis evaluates the impact of a…
Free! Add to Cart
By Tim Vipond
Cost of Preferred Stock Excel Calculator7,690
559
This cost of preferred stock excel calculator lets you calculate the cost of preferred shares, given the stock price and…
Free! Add to Cart
Financial leverage5,348
455
The financial leverage is the use of borrowed money (debt) to finance the purchase of assets with the exportation that…
Free! Add to Cart
NPV and IRR Calculator (Automatic)3,021
269
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)…
Free! Add to Cart
Cap Table and Exit Waterfall Tool for Excel and Google Sheets1,971
207
Create a capitalization table through multiple rounds of investments, and forecast how investment rounds impact ownership, dilution, and distribution of…
Free! Add to Cart
By Foresight
Startup Cap Table423
22
Most startups are initially financed by their founders. They contribute relatively small amounts of money for the company to make…
Free! Add to Cart
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 Template20,425
4522
This Financial Dashboard Template is an excellent ready-to-use Excel tool for finance professionals who would like to create a clean…
Free! Add to Cart
Option Profit/Loss Graph Maker14,799
3750
This free Option Profit/Loss Graph Maker allows the user to combine up to ten different types of options as well…
Free! Add to Cart
Financial Charts and Graphs Excel Template11,557
2287
To be a competent financial analyst, one should have the ability to communicate results from a financial analysis effectively. This…
Free! Add to Cart
Bullet Chart Excel Template8,072
872
Bullet chart is one of the most effective ways to visualize the comparison between actual and forecasted financial performance. It…
Free! Add to Cart
Gold Charts Dashboard Template7,579
846
This Gold Charts Dashboard Template will help you visualize some of the key metrics for a Gold ETF and how…
Free! Add to Cart
By Tim Vipond
Revenue dashboard6,086
636
Strengths of revenue dashboard: Basic information can be set to setup page. Customer payments by recording paid cell and automatically…
Free! Add to Cart
Charts and Dashboards in Excel (short version)5,491
604
Very few people think of Excel as being able to produce professional-quality business charts. But this is true - Excel…
Free! Add to Cart
Charts and Dashboards in Excel (full version)5,054
7
Very few people think of Excel as being able to produce professional-quality business charts. But this is true - Excel…
$25.00 Add to Cart
Excel Dashboard Template6,132
6
This is a comprehensive Dashboard Template for typical kinds of Analysis including Sales Analysis, Variance Analysis, etc.
$25.00 Add to Cart
Project management Gantt Chart business excel model template1,506
4
A gantt chart is a project management tool used to arrange the schedule of a project. It is built with…
$25.00 Add to Cart
Human Resource Headcount Analytics Dashboard in Microsoft POWER BI12
1
Human Resource Headcount Analytics Dashboard in Microsoft POWER BI
Free! Add to Cart
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) Template17,021
3563
The levelized cost of energy (LCOE), also referred to as the levelized energy cost (LEC) or the levelized cost of…
Free! Add to Cart
Banking Industry Comps Template9,511
1420
This banking industry comps template is used as a guideline to create a comparable companies universe for the banking industry.…
Free! Add to Cart
By Victor Ho
Retail Industry Comps Template10,004
1295
CFI's retail industry comps template is an example of a comparable companies universe for a company in the retail industry…
Free! Add to Cart
By Victor Ho
Pharmaceutical Industry Comps Template9,377
1144
This pharmaceutical industry comps template provides a look at a comps table would look like for a company in the…
Free! Add to Cart
By Victor Ho
Airline Industry Comps Template9,629
1007
CFI's airline industry comps template provides a comparable companies universe for American Airlines Group Inc., a company in the airline…
Free! Add to Cart
By Victor Ho
Telecom Industry Comps Template8,239
725
This telecom industry comps template provides a guideline and example of what a comparables universe would look like for a…
Free! Add to Cart
By Victor Ho
Financial Institution Dividend Discount Model9,412
778
The financial institution dividend discount model uses future dividends to find the implied share price. This model is based on…
Free! Add to Cart
Asset Performance Calculator5,322
439
Asset Performance Calculator For Mutual Fund Industry Written in Visual Basic with Live Data Query.
Free! Add to Cart
HOTEL BUSINESS PLAN FINANCIAL MODEL EXCEL TEMPLATE TRIAL5,882
443
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 TRIAL5,598
401
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 TRIAL5,610
410
Buy Restaurant Business Plan template. Plan Cash Flow with Excel Restaurant. Check how to start a Restaurant and save your…
Cable Industry Comps Template8,289
351
Use this cable industry comps template as a guideline for a comparable companies universe for Charter Communications Inc. Charter is…
Free! Add to Cart
By Victor Ho
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!
Property Plant and Equipment Schedule Template9,005
991
This Property Plant and Equipment Schedule Template is a simple and easy to use, one-sheet worksheet that will allow you…
Free! Add to Cart
Capital Expenditure (CapEx) Excel Calculator7,997
979
Capital expenditure (CapEx) is the amount of money invested by a business in the acquisition, maintenance, and improvement of fixed…
Free! Add to Cart
Loan Repayment scheduler4,329
398
This template help you plan your repayment of loan or debt.
Free! Add to Cart
Amortization Schedule (Automatic)2,788
208
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…
Free! Add to Cart
Dynamic Amortization Schedule1,571
96
Financial Schedules- Amortization Schedule An amortization schedule is a table detailing each periodic payment on an amortizing loan, as generated…
Free! Add to Cart
Static Amortization Schedule1,106
76
Financial Schedules- Amortization Schedule An amortization schedule is a table detailing each periodic payment on an amortizing loan, as generated…
Free! Add to Cart
Loan Amortization Schedule in Microsoft Excel621
39
Loan Amortization Schedule in Microsoft Excel
Free! Add to Cart
Tax Depreciation Schedule2,276
1
Tax depreciation schedule will help in the calculation of depreciation based tax basis in the Indian Income Tax Act and…
$25.00 Add to Cart
Project Timeplan - Excel Gantt Chart294
0
- This sheet can create Gantt Chart time schedule easily.- This sheet is very good for small kinds of projects.-…
$25.00 Add to Cart
By Ahmed Genidy
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 Excel Template26,162
7705
A simple and effective Discounted Cash Flow (DCF) template that allows you to build on your own cash flow model…
Free! Add to Cart
Free Cash Flow (FCF) Excel Template12,987
3390
This Free Cash Flow (FCF) Excel Template can be a useful tool for investors. FCF measures the amount of cash…
Free! Add to Cart
Comparable Company Analysis Template11,173
2520
This Comparable Company Analysis Template is a useful tool for investment banking professionals. Comparable company analysis (Comps) is a relative…
Free! Add to Cart
EV/EBITDA Excel Calculator8,690
2020
EV/EBITDA is a financial ratio used to compare the enterprise value of a company to its annual EBITDA figure. It…
Free! Add to Cart
Simple Cap Table Template10,920
1698
A capitalization table is a spreadsheet used by startups or early-stage ventures that details all of the company's securities. For…
Free! Add to Cart
Enterprise Value vs Equity Value Excel Calculator8,503
1756
Enterprise value, also referred to as firm value, is the total value of assets of acompany excluding cash. Financial analysts…
Free! Add to Cart
Financial Synergy Valuation Model Template8,690
1658
This financial synergy valuation model template can be a useful tool for analysts and investors in evaluating a merger and…
Free! Add to Cart
Intrinsic Value Excel Template9,001
1659
This intrinsic value excel template is a useful tool for investment professionals. The intrinsic value of a company or an…
Free! Add to Cart
Banking Industry Comps Template9,511
1420
This banking industry comps template is used as a guideline to create a comparable companies universe for the banking industry.…
Free! Add to Cart
By Victor Ho
LTV CAC Ratio Template9,905
1458
This is a LTV/CAC (Lifetime value / customer acquisition cost) ratio template that is ready-to-use, and instantly downloadable for the…
Free! Add to Cart
Adjusted EBITDA Excel Template6,596
1454
Adjusted EBITDA is a normalized financial metric which excludes all one-time, irregular and non-recurring items. It is commonly used in…
Free! Add to Cart
EBITDA Multiple Excel Template8,056
1475
EBITDA multiple (EV/EBITDA) is a financial ratio used to compare the enterprise value of a company to its annual EBITDA…
Free! Add to Cart