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 CALCULATOR2,908
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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…
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WACC Calculator1,493
133
The free excel template help the user to calculates the weighted average cost of capital for the long-term funding used…
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3 Financial Statement Ratio & Analysis (Auto Calculation)5,415
113
This excel model allows you to calculate Return on Common Equity (ROCE), Return on Net Operation Assets (RNOA), Financial Leverage (FLEV),…
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Merger Model - M&A Excel Template14,053
45
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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Discounted Cash Flow (DCF) Model594
34
The Macabacus DCF template implements key concepts and best practices related to DCF modeling. It computes the perpetuity growth rate…
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By Macabacus
Venture Capital Returns530
34
The Macabacus capitalization ("cap") table and venture capital returns analysis template identifies how much venture capital a start-up requires and…
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By Macabacus
Leveraged Buyout (LBO) Model - Long Form556
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The Macabacus long form LBO model is derived from actual LBO models used by four bulge bracket investment banks, incorporating…
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By Macabacus
Operating Model605
28
The Macabacus operating model implements key accounting and tax concepts, and is a foundational building block for our merger and…
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By Macabacus
Leveraged Buyout (LBO) Model - Short Form612
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The Macabacus short form LBO model implements key concepts related to LBO modeling, and is an excellent starting point for…
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By Macabacus
Merger Model553
27
The Macabacus merger model implements advanced M&A, accounting, and tax concepts, and is intended for use in modeling live transactions…
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By Macabacus
Black Scholes Option Pricing Model510
25
This Macabacus model is a Black Scholes calculator that uses the Black-Scholes option pricing method to calculate the fair market…
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By Macabacus
Initial Public Offering (IPO) Model549
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The Macabacus IPO model implements all concepts related to IPO modeling, including IPO and fully distributed valuation, gross/net proceeds, filing…
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By Macabacus
Profit Distribution and Carried Interest Waterfall4,197
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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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Actual vs. Last Period and Budget Comparison2,623
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This model enables you to present a comparison between actual results with last period and budgeted figures, either monthly or…
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LBO (Leveraged Buyout) Excel Model Template12,564
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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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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 Template10,470
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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…
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Beta Excel Calculator8,083
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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 Template7,702
633
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
ASSETS CORRELATION MODEL1,847
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Achieve greater diversification in your asset allocation by using this tool to calculate the correlation coefficient between any two variables, including…
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Simple Sales Orders Solution1,839
0
This is an an Excel template designed to provide sales order management. The template has all the features required to…
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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!
Weighted Average Cost of Capital (WACC) Excel Model Template24,945
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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 Calculator8,353
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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 Calculator8,322
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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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Series A Preferred Share Analysis8,963
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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
Cost of Preferred Stock Excel Calculator8,141
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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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Financial leverage5,699
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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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NPV and IRR Calculator (Automatic)3,390
302
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)…
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Cap Table and Exit Waterfall Tool for Excel and Google Sheets2,294
241
Create a capitalization table through multiple rounds of investments, and forecast how investment rounds impact ownership, dilution, and distribution of…
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By Foresight
Startup Cap Table804
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Most startups are initially financed by their founders. They contribute relatively small amounts of money for the company to make…
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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 Template21,345
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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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Option Profit/Loss Graph Maker15,614
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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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Financial Charts and Graphs Excel Template12,107
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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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Bullet Chart Excel Template8,455
891
Bullet chart is one of the most effective ways to visualize the comparison between actual and forecasted financial performance. It…
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Gold Charts Dashboard Template7,974
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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
Revenue dashboard6,421
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Strengths of revenue dashboard: Basic information can be set to setup page. Customer payments by recording paid cell and automatically…
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Charts and Dashboards in Excel (short version)5,812
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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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Sales Analytics Dashboard in Microsoft Excel1,119
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A sales dashboard is a tool that enables c-level executives and managers to effectively control sales KPIs and monitor them…
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CryptoCurrency Portfolio Dashboard in Microsoft Excel1,349
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CryptoCurrency Portfolio Dashboard in Microsoft Excel
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Sales Performance Dashboard in Microsoft POWER BI556
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Sales Performance Dashboard in Microsoft POWER BI
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Human Resource Headcount Analytics Dashboard in Microsoft POWER BI496
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Human Resource Headcount Analytics Dashboard in Microsoft POWER BI
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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.
Levelized Cost of Energy (LCOE) Template17,987
3813
The levelized cost of energy (LCOE), also referred to as the levelized energy cost (LEC) or the levelized cost of…
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Banking Industry Comps Template9,985
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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
Retail Industry Comps Template10,483
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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
Pharmaceutical Industry Comps Template9,871
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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
Airline Industry Comps Template10,113
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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
Telecom Industry Comps Template8,671
754
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
Financial Institution Dividend Discount Model9,896
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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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Asset Performance Calculator5,631
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Asset Performance Calculator For Mutual Fund Industry Written in Visual Basic with Live Data Query.
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HOTEL BUSINESS PLAN FINANCIAL MODEL EXCEL TEMPLATE TRIAL6,398
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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 TRIAL6,005
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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 TRIAL5,951
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Buy Restaurant Business Plan template. Plan Cash Flow with Excel Restaurant. Check how to start a Restaurant and save your…
Cable Industry Comps Template8,658
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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
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 Template9,514
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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 Calculator8,427
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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 scheduler4,649
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This template help you plan your repayment of loan or debt.
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Amortization Schedule (Automatic)3,066
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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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Dynamic Amortization Schedule1,899
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Financial Schedules- Amortization Schedule An amortization schedule is a table detailing each periodic payment on an amortizing loan, as generated…
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Static Amortization Schedule1,358
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Financial Schedules- Amortization Schedule An amortization schedule is a table detailing each periodic payment on an amortizing loan, as generated…
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Loan Amortization Schedule in Microsoft Excel1,040
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Loan Amortization Schedule in Microsoft Excel
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Tax Depreciation Schedule2,511
1
Tax depreciation schedule will help in the calculation of depreciation based tax basis in the Indian Income Tax Act and…
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Project Timeplan - Excel Gantt Chart560
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- This sheet can create Gantt Chart time schedule easily.- This sheet is very good for small kinds of projects.-…
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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 Template27,381
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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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Free Cash Flow (FCF) Excel Template13,591
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This Free Cash Flow (FCF) Excel Template can be a useful tool for investors. FCF measures the amount of cash…
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Comparable Company Analysis Template11,790
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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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EV/EBITDA Excel Calculator9,178
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EV/EBITDA is a financial ratio used to compare the enterprise value of a company to its annual EBITDA figure. It…
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Enterprise Value vs Equity Value Excel Calculator8,964
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Enterprise value, also referred to as firm value, is the total value of assets of acompany excluding cash. Financial analysts…
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Simple Cap Table Template11,449
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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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Financial Synergy Valuation Model Template9,132
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This financial synergy valuation model template can be a useful tool for analysts and investors in evaluating a merger and…
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Intrinsic Value Excel Template9,532
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This intrinsic value excel template is a useful tool for investment professionals. The intrinsic value of a company or an…
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Banking Industry Comps Template9,985
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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
LTV CAC Ratio Template10,393
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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 Template6,970
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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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EBITDA Multiple Excel Template8,464
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EBITDA multiple (EV/EBITDA) is a financial ratio used to compare the enterprise value of a company to its annual EBITDA…
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