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 Template7,801
20
A complete Mergers and Acquisitions (M&A) model that includes: (1) stand-alone target DCF model, (2) stand-alone acquirer DCF model, (3)…
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Financial Modeling Competition Case4,035
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This is the case from the 2018 Financial Modeling Competition.
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LBO (Leveraged Buyout) Excel Model Template7,215
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This LBO Model is a complex model made comprehensible in this Excel template format. A Leveraged Buyout occurs where a…
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EFFECTIVE NET YIELD TO MATURITY CALCULATOR64
4
CALCULATE THE EFFECTIVE NET YIELD-TO-MATURITY (OR TO SALE DATE) OF A BOND, KEEPING PRICE VOLATILITY AND INTEREST RATE RISK UNDER…
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Monthly Financial Model1,489
3
The template has been constructed for monthly financial reporting for general trading industry, It is incredibly simple to use that…
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Cash Flow Projection for Rental Heavy Machinery - Excel Template2,506
3
Rental machinery business is very critical business therefore the cash flow projection is necessary to keep your business moving This…
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Unlocking Full Potential of Excel Data Tables (Part 2)2,508
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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…
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Heavy Machinery Trading Startup Business Plan1,981
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This model is startup business plan for heavy machinery trading to support 3 main industries, construction, mining and agricultural. It…
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All in One Financial Model - DCF, M&A and LBO4,261
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This all in one advanced valuation financial model analyzes a merger. The model integrates both DCF and LBO into the…
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Analysing sensitivities with indifference curves (unlocked)1,998
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This is an unlocked version of the same utility published on my page. In this version you can access and…
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Basic Leveraged Buyout LBO Model Template4,200
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An LBO model is built to evaluate a leveraged buyout transaction, which is a business acquisition funded with a significant…
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3 Statement Model for Bank138
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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.
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3 Statement for Banking and Financial Institution with Analysis361
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A 3 statement model template connects the Income statement, Balance sheet (Financial Position), and Cash flow statement into one dynamically…
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Profit Distribution and Carried Interest Waterfall526
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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…
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Loan Amortization calculator664
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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…
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Rent or Sell financial model550
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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…
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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 Template6,159
613
Unlevered beta (also referred to as asset beta) is the company’s beta score without taking into account the debt that…
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Beta Excel Calculator4,786
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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…
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Portfolio Beta Template4,324
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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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By Victor Ho
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 Template13,215
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Weighted average cost of capital (WACC) is the required return a company should generate for the risk associated with investing…
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Cost of Debt Excel Calculator4,420
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The Cost of Debt Excel Calculator can be useful for debtholders and creditors. The cost of debt is the return…
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Cost of Equity Excel Calculator4,857
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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…
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Cost of Preferred Stock Excel Calculator4,609
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This cost of preferred stock excel calculator lets you calculate the cost of preferred shares, given the stock price and…
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Series A Preferred Share Analysis5,393
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The template analysis the return profile a Series A Preferred Shares Investment. The comprehensive analysis evaluates the impact of a…
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By Tim Vipond
Restructuring Financial Model Template5,055
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This restructuring financial model template is used to demonstrate the financial interactions behind the restructuring process. Adjust this model to…
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Financial leverage2,667
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The financial leverage is the use of borrowed money (debt) to finance the purchase of assets with the exportation that…
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Fundamental Analysis of Stock Market2,165
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The intrinsic value of an equity share depends on a multitude of factors. The earnings of the company, the growth…
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By RAJIB BOSE
NPV and IRR calculator1,905
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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 Template11,347
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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…
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Bullet Chart Excel Template5,065
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Bullet chart is one of the most effective ways to visualize the comparison between actual and forecasted financial performance. It…
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Financial Charts and Graphs Excel Template7,232
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To be a competent financial analyst, one should have the ability to communicate results from a financial analysis effectively. This…
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Gold Charts Dashboard Template4,452
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This Gold Charts Dashboard Template will help you visualize some of the key metrics for a Gold ETF and how…
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By Tim Vipond
Option Profit/Loss Graph Maker7,934
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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…
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Revenue dashboard3,389
350
Strengths of revenue dashboard: Basic information can be set to setup page. Customer payments by recording paid cell and automatically…
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Excel Dashboard Template2,910
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This is a comprehensive Dashboard Template for typical kinds of Analysis including Sales Analysis, Variance Analysis, etc.
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Charts and Dashboards in Excel (short version)2,356
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Very few people think of Excel as being able to produce professional-quality business charts. But this is true - Excel…
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Charts and Dashboards in Excel (full version)2,150
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Very few people think of Excel as being able to produce professional-quality business charts. But this is true - Excel…
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Index Return in relation with Covid-19 Cases593
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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…
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Gantt Chart (automated with Macros)18
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Gantt chart is a very useful instrument for project planning. The chart helps to monitor the progress of each task…
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 Excel Financial Model Template7,754
13
This Real Estate Financial Model template allows investors to determine the cash flow generated from a real estate development project…
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SaaS Excel Financial Model Template7,146
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SaaS stands for Software as a Service, it is a type of eCommerce businesses which offers purely software products to…
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Levelized Cost of Energy (LCOE) Template9,239
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The levelized cost of energy (LCOE), also referred to as the levelized energy cost (LEC) or the levelized cost of…
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Telecom Industry Comps Template4,558
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This telecom industry comps template provides a guideline and example of what a comparables universe would look like for a…
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By Victor Ho
Retail Industry Comps Template5,948
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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…
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By Victor Ho
Airline Industry Comps Template5,913
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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…
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By Victor Ho
Banking Industry Comps Template5,761
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This banking industry comps template is used as a guideline to create a comparable companies universe for the banking industry.…
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By Victor Ho
Pharmaceutical Industry Comps Template5,553
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This pharmaceutical industry comps template provides a look at a comps table would look like for a company in the…
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By Victor Ho
Cable Industry Comps Template5,290
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Use this cable industry comps template as a guideline for a comparable companies universe for Charter Communications Inc. Charter is…
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By Victor Ho
Bank Financial Model Template5,085
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This bank financial model template is used to value financial institutions group (FIG) companies. This is a comprehensive model that…
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TMT Financial Model Template5,029
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This TMT financial model template is used to value technology, media, and telecom firms. This model provides a template to…
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Financial Institution Dividend Discount Model5,339
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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!
Property Plant and Equipment Schedule Template5,417
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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…
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Capital Expenditure (CapEx) Excel Calculator4,537
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Capital expenditure (CapEx) is the amount of money invested by a business in the acquisition, maintenance, and improvement of fixed…
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Loan Repayment scheduler1,897
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This template help you plan your repayment of loan or debt.
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Tax Depreciation Schedule300
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Tax depreciation schedule will help in the calculation of depreciation based tax basis in the Indian Income Tax Act and…
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Amortization Schedule (Automatic)264
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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 Model7,239
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This Amazon Case Study - Advanced Business Valuation Model is built to value AMZN's businesses and determine its target share…
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Cash Flow Reconciliation Template5,868
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This cash flow reconciliation template will demonstrate the calculations of Earnings Before Interest, Taxes, Depreciation and Amortization (EBITDA), Cash Flow…
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Valuation Analysis Excel Model Template6,102
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This Valuation Analysis Excel Model Template comprises Comparable Analysis (Comps), Precedent Transactions, DCF (Discounted Cash Flow) Analysis, and Football Field…
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Simple Cap Table Template6,601
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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…
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DCF Model Excel Template15,073
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A simple and effective Discounted Cash Flow (DCF) template that allows you to build on your own cash flow model…
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LTV CAC Ratio Template5,999
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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…
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Adjusted EBITDA Excel Template3,497
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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…
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Adjusted Present Value Excel Template5,428
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Adjusted present value (APV) is the sum of the net present value (NPV) of a project and the present value…
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Comparable Company Analysis Template6,008
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This Comparable Company Analysis Template is a useful tool for investment banking professionals. Comparable company analysis (Comps) is a relative…
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Crossover Rate Excel Template4,086
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Crossover rate is the rate of return (or the weighted average cost of capital - WACC) at which the net…
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Diluted Earnings Per Share (EPS) Template4,034
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This diluted earnings per share (EPS) template is a very helpful tool for investors and analysts. Diluted earnings per share…
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Dilution Excel Template4,196
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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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