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!
3 Financial Statement Ratio & Analysis (Auto Calculation)2,622
109
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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In Depth Financial Model
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A complete financial model of a company to understand with visual graph representation. Various ratios used under specific heading so…
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EFFECTIVE NET YIELD TO MATURITY CALCULATOR1,291
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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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Merger Model - M&A Excel Template10,089
32
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 Case5,181
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This is the case from the 2018 Financial Modeling Competition.
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LBO (Leveraged Buyout) Excel Model Template9,149
7
This LBO Model is a complex model made comprehensible in this Excel template format. A Leveraged Buyout occurs where a…
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Actual vs. Last Period and Budget Comparison1,085
5
This model enables you to present a comparison between actual results with last period and budgeted figures, either monthly or…
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Profit Distribution and Carried Interest Waterfall1,731
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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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Monthly Financial Model3,001
5
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 Template4,106
4
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)3,598
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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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All in One Financial Model - DCF, M&A and LBO5,903
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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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Startup Construction Business Plan994
2
General overview Running a successful construction business isn’t easy. There are so many risks and challenges in the industry…
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3 Statement for Bank and Financial Institution with Analysis1,716
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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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Heavy Machinery Trading Startup Business Plan3,411
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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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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 Template7,772
768
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 Calculator6,112
554
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 Template5,620
490
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 MODEL205
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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 Solution491
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 Template17,523
4634
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 Calculator5,836
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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 Calculator6,092
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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 Analysis6,682
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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 Calculator5,958
467
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 leverage3,811
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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)1,427
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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 Sheets736
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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
Restructuring Financial Model Template6,763
11
This restructuring financial model template is used to demonstrate the financial interactions behind the restructuring process. Adjust this model to…
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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 Template15,474
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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 Maker10,530
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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 Template9,113
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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 Template6,395
725
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 Template5,766
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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 dashboard4,577
485
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)3,661
456
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)3,280
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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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Excel Dashboard Template4,282
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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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Real Estate Re Investment and Refinancing Modelling Excel Sheet Template239
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The model has multiple house analysis database through which you can set the expense, mortgage expense, refinacing expense details and…
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Project management Gantt Chart business excel model template193
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A gantt chart is a project management tool used to arrange the schedule of a project. It is built with…
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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) Template12,602
2531
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 Template7,309
1059
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 Template7,771
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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 Template7,218
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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 Template7,511
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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 Template6,116
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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
Financial Institution Dividend Discount Model7,219
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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 Calculator3,916
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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 TRIAL4,022
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Build Cash Flow with Business Plan for a Hotel. Check how the Hotel Business Plan template calculates starting a hotel…
Cable Industry Comps Template6,591
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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
COFFEE SHOP BUSINESS PLAN TEMPLATE TRIAL3,687
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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 TRIAL4,098
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Buy Restaurant Business Plan template. Plan Cash Flow with Excel Restaurant. Check how to start a Restaurant and save your…
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 Template7,015
835
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 Calculator6,128
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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 scheduler2,943
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This template help you plan your repayment of loan or debt.
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Amortization Schedule (Automatic)1,360
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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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Tax Depreciation Schedule1,131
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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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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 Template20,082
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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 Template9,779
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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 Template8,230
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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 Calculator6,520
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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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Simple Cap Table Template8,509
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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 Template6,656
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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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Enterprise Value vs Equity Value Excel Calculator6,551
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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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Banking Industry Comps Template7,309
1059
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
Intrinsic Value Excel Template6,774
1190
This intrinsic value excel template is a useful tool for investment professionals. The intrinsic value of a company or an…
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LTV CAC Ratio Template7,807
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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 Template4,901
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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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Economic Value Added (EVA) Excel Template6,796
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This economic value added (EVA) excel template can help analysts and investors assess a company's profitability. Economic value added (EVA)…
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