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!
Merger Model - M&A Excel Template Merger Model - M&A Excel Template
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A complete Mergers and Acquisitions (M&A) model that includes: (1) stand-alone target DCF model, (2) stand-alone acquirer DCF model, (3)…
Financial Modeling Competition Case Financial Modeling Competition Case
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This is the case from the 2018 Financial Modeling Competition.
LBO (Leveraged Buyout) Excel Model Template LBO (Leveraged Buyout) Excel Model Template
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This LBO Model is a complex model made comprehensible in this Excel template format. A Leveraged Buyout occurs where a…
EFFECTIVE NET YIELD TO MATURITY CALCULATOR EFFECTIVE NET YIELD TO MATURITY CALCULATOR
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CALCULATE THE EFFECTIVE NET YIELD-TO-MATURITY (OR TO SALE DATE) OF A BOND, KEEPING PRICE VOLATILITY AND INTEREST RATE RISK UNDER…
Monthly Financial Model Monthly Financial Model
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The template has been constructed for monthly financial reporting for general trading industry, It is incredibly simple to use that…
Cash Flow Projection for Rental Heavy Machinery - Excel Template Cash Flow Projection for Rental Heavy Machinery - Excel Template
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Rental machinery business is very critical business therefore the cash flow projection is necessary to keep your business moving This…
Unlocking Full Potential of Excel Data Tables (Part 2) Unlocking Full Potential of Excel Data Tables (Part 2)
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This is the second part of my publication explaining an advanced and little-known method of using data tables for sensitivity…
Heavy Machinery Trading Startup Business Plan Heavy Machinery Trading Startup Business Plan
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This model is startup business plan for heavy machinery trading to support 3 main industries, construction, mining and agricultural. It…
All in One Financial Model - DCF, M&A and LBO All in One Financial Model - DCF, M&A and LBO
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This all in one advanced valuation financial model analyzes a merger. The model integrates both DCF and LBO into the…
Analysing sensitivities with indifference curves (unlocked) Analysing sensitivities with indifference curves (unlocked)
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This is an unlocked version of the same utility published on my page. In this version you can access and…
Basic Leveraged Buyout LBO Model Template Basic Leveraged Buyout LBO Model Template
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An LBO model is built to evaluate a leveraged buyout transaction, which is a business acquisition funded with a significant…
3 Statement Model for Bank 3 Statement Model for Bank
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A 3 statement model template connects the income statement, balance sheet, and cash flow statement into one dynamically linked financial model.
3 Statement for Banking and Financial Institution with Analysis 3 Statement for Banking and Financial Institution with Analysis
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A 3 statement model template connects the Income statement, Balance sheet (Financial Position), and Cash flow statement into one dynamically…
Profit Distribution and Carried Interest Waterfall Profit Distribution and Carried Interest Waterfall
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This template describes real-world mechanisms of distributing profits between project participants. It starts with modeling a distribution to a preferred…
Loan Amortization calculator Loan Amortization calculator
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Amortization is paying off a debt over time in equal installments. Part of each payment goes toward the loan principal, and…
Rent or Sell financial model Rent or Sell financial model
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Is It Better to Sell a Paid-Off House or Use It as a Rental? Owning a home with no mortgage provides you…

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
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Unlevered beta (also referred to as asset beta) is the company’s beta score without taking into account the debt that…
Beta Excel Calculator
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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
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This portfolio beta template is used to determine the weighted average beta of the stocks in your stock portfolio. Beta…
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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
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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
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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
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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
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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
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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
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This restructuring financial model template is used to demonstrate the financial interactions behind the restructuring process. Adjust this model to…
capital-structure Financial leverage
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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
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The intrinsic value of an equity share depends on a multitude of factors. The earnings of the company, the growth…
NPV and IRR calculator
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This template calculates Net Present Value and Internal Rate of Return for an investment.You are expected to enter following inputs.…
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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
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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
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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
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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
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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
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This free Option Profit/Loss Graph Maker allows the user to combine up to ten different types of options as well…
Revenue dashboard
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Strengths of revenue dashboard: Basic information can be set to setup page. Customer payments by recording paid cell and automatically…
Excel Dashboard Template
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This is a comprehensive Dashboard Template for typical kinds of Analysis including Sales Analysis, Variance Analysis, etc.
Charts and Dashboards in Excel (short version)
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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)
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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
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This excel file helps investors and professionals to understand the relationship between the index return and the cases of Covid-19…
Gantt Chart (automated with Macros)
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Gantt chart is a very useful instrument for project planning. The chart helps to monitor the progress of each task…
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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The financial institution dividend discount model uses future dividends to find the implied share price. This model is based on…
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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
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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
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Capital expenditure (CapEx) is the amount of money invested by a business in the acquisition, maintenance, and improvement of fixed…
Loan Repayment scheduler
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This template help you plan your repayment of loan or debt.  
Tax Depreciation Schedule
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Tax depreciation schedule will help in the calculation of depreciation based tax basis in the Indian Income Tax Act and…
Amortization Schedule (Automatic)
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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…
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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
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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
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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
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This Valuation Analysis Excel Model Template comprises Comparable Analysis (Comps), Precedent Transactions, DCF (Discounted Cash Flow) Analysis, and Football Field…
Simple Cap Table Template
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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
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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
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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
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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
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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
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This Comparable Company Analysis Template is a useful tool for investment banking professionals. Comparable company analysis (Comps) is a relative…
Crossover Rate Excel Template
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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
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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
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This dilution of excel template can be a useful tool for analysts and investors. Dilution of shares is a result…
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