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 CALCULATOR EFFECTIVE NET YIELD TO MATURITY CALCULATOR
(0)
2,580
129
CALCULATE THE EFFECTIVE NET YIELD-TO-MATURITY (OR TO SALE DATE) OF A BOND, KEEPING PRICE VOLATILITY AND INTEREST RATE RISK UNDER…
3 Financial Statement Ratio & Analysis (Auto Calculation) 3 Financial Statement Ratio & Analysis (Auto Calculation)
(2)
4,941
113
This excel model allows you to calculate Return on Common Equity (ROCE), Return on Net Operation Assets (RNOA), Financial Leverage (FLEV),…
WACC Calculator WACC Calculator
(0)
1,099
104
The free excel template help the user to calculates the weighted average cost of capital for the long-term funding used…
Severance Pay Calculator
(0)
1,758
64
Severance Pay Calculator
Merger Model - M&A Excel Template Merger Model - M&A Excel Template
(2)
13,433
45
A complete Mergers and Acquisitions (M&A) model that includes: (1) stand-alone target DCF model, (2) stand-alone acquirer DCF model, (3)…
Profit Distribution and Carried Interest Waterfall Profit Distribution and Carried Interest Waterfall
(0)
3,745
17
This template describes real-world mechanisms of distributing profits between project participants. It starts with modeling a distribution to a preferred…
Actual vs. Last Period and Budget Comparison Actual vs. Last Period and Budget Comparison
(0)
2,383
15
This model enables you to present a comparison between actual results with last period and budgeted figures, either monthly or…
Financial Modeling Competition Case Financial Modeling Competition Case
(0)
6,841
10
This is the case from the 2018 Financial Modeling Competition.
LBO (Leveraged Buyout) Excel Model Template LBO (Leveraged Buyout) Excel Model Template
(1)
12,046
10
This LBO Model is a complex model made comprehensible in this Excel template format. A Leveraged Buyout occurs where a…
Monthly Financial Model Monthly Financial Model
(0)
4,668
7
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
(0)
6,030
6
Rental machinery business is very critical business therefore the cash flow projection is necessary to keep your business moving This…
Financial Analysis - 5 Years Plan & Valuation Financial Analysis - 5 Years Plan & Valuation
(0)
1,481
4
General overview  The main idea of the model is to provide professional and successful financial presentation for the management showing…
Monthly Dynamic 3 Statements & Valuation Monthly Dynamic 3 Statements & Valuation
(0)
1,199
4
General Overview  The template contains the cash flow statement, the income statement, the balance sheet statement as well as ratios,…
3 Statement Model for Bank 3 Statement Model for Bank
(0)
2,875
4
A 3 statement model template connects the income statement, balance sheet, and cash flow statement into one dynamically linked financial model.
Unlocking Full Potential of Excel Data Tables (Part 2) Unlocking Full Potential of Excel Data Tables (Part 2)
(0)
5,341
4
This is the second part of my publication explaining an advanced and little-known method of using data tables for sensitivity…
Basic Leveraged Buyout LBO Model Template Basic Leveraged Buyout LBO Model Template
(1)
7,377
3
An LBO model is built to evaluate a leveraged buyout transaction, which is a business acquisition funded with a significant…

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
1
9,966
946
Unlevered beta (also referred to as asset beta) is the company’s beta score without taking into account the debt that…
Beta Excel Calculator
7,673
695
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
7,312
611
This portfolio beta template is used to determine the weighted average beta of the stocks in your stock portfolio. Beta…
ASSETS CORRELATION MODEL
1,514
83
Achieve greater diversification in your asset allocation by using this tool to calculate the correlation coefficient between any two variables, including…
Simple Sales Orders Solution
1,560
0
This is an an Excel template designed to provide sales order management. The template has all the features required to…
See all

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
3
23,648
6723
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
7,883
1122
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
7,840
1088
This Cost of Equity Excel Calculator can be a useful tool for prospective investors. The cost of equity is the required…
Series A Preferred Share Analysis
8,528
769
The template analysis the return profile a Series A Preferred Shares Investment. The comprehensive analysis evaluates the impact of a…
Cost of Preferred Stock Excel Calculator Cost of Preferred Stock Excel Calculator
7,687
559
This cost of preferred stock excel calculator lets you calculate the cost of preferred shares, given the stock price and…
capital-structure Financial leverage
5,347
455
The financial leverage is the use of borrowed money (debt) to finance the purchase of assets  with the exportation that…
NPV and IRR Calculator (Automatic)
3,017
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)…
Cap Table and Exit Waterfall Tool for Excel and Google Sheets
1,969
206
Create a capitalization table through multiple rounds of investments, and forecast how investment rounds impact ownership, dilution, and distribution of…
Startup Cap Table
409
21
Most startups are initially financed by their founders. They contribute relatively small amounts of money for the company to make…
See all

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
3
20,412
4519
This Financial Dashboard Template is an excellent ready-to-use Excel tool for finance professionals who would like to create a clean…
Synthetic Call Chart Option Profit/Loss Graph Maker
14,792
3746
This free Option Profit/Loss Graph Maker allows the user to combine up to ten different types of options as well…
Financial Charts and Graphs Excel Template
2
11,551
2287
To be a competent financial analyst, one should have the ability to communicate results from a financial analysis effectively. This…
Bullet Chart Excel Template
8,069
872
Bullet chart is one of the most effective ways to visualize the comparison between actual and forecasted financial performance. It…
Gold Charts Dashboard Excel Template Gold Charts Dashboard Template
7,572
846
This Gold Charts Dashboard Template will help you visualize some of the key metrics for a Gold ETF and how…
Revenue dashboard
6,084
636
Strengths of revenue dashboard: Basic information can be set to setup page. Customer payments by recording paid cell and automatically…
Charts and Dashboards in Excel (short version)
5,483
604
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)
5,052
7
Very few people think of Excel as being able to produce professional-quality business charts. But this is true - Excel…
Excel Dashboard Template
6,126
6
This is a comprehensive Dashboard Template for typical kinds of Analysis including Sales Analysis, Variance Analysis, etc.
Project management Gantt Chart business excel model template
1,504
4
A gantt chart is a project management tool used to arrange the schedule of a project. It is built with…
Human Resource Headcount Analytics Dashboard in Microsoft POWER BI
11
1
 Human Resource Headcount Analytics Dashboard in Microsoft POWER BI
See all

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) Template Levelized Cost of Energy (LCOE) Template
1
17,007
3557
The levelized cost of energy (LCOE), also referred to as the levelized energy cost (LEC) or the levelized cost of…
banking industry comps template preview Banking Industry Comps Template
9,504
1417
This banking industry comps template is used as a guideline to create a comparable companies universe for the banking industry.…
retail industry comps template preview Retail Industry Comps Template
9,998
1295
CFI's retail industry comps template is an example of a comparable companies universe for a company in the retail industry…
pharmaceuticals industry comps template preview Pharmaceutical Industry Comps Template
9,368
1143
This pharmaceutical industry comps template provides a look at a comps table would look like for a company in the…
airline industry comps template preview Airline Industry Comps Template
9,627
1007
CFI's airline industry comps template provides a comparable companies universe for American Airlines Group Inc., a company in the airline…
telecom industry comps template preview Telecom Industry Comps Template
8,233
724
This telecom industry comps template provides a guideline and example of what a comparables universe would look like for a…
Financial Institution Dividend Discount Model
9,407
777
The financial institution dividend discount model uses future dividends to find the implied share price. This model is based on…
Asset Performance Calculator
5,321
439
Asset Performance Calculator For Mutual Fund Industry Written in Visual Basic with Live Data Query.
HOTEL BUSINESS PLAN FINANCIAL MODEL EXCEL TEMPLATE TRIAL
5,879
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 TRIAL
5,588
400
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 TRIAL
5,609
409
Buy Restaurant Business Plan template. Plan Cash Flow with Excel Restaurant. Check how to start a Restaurant and save your…
cable industry comps template preview Cable Industry Comps Template
8,281
351
Use this cable industry comps template as a guideline for a comparable companies universe for Charter Communications Inc. Charter is…
See all

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
9,001
991
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
7,995
979
Capital expenditure (CapEx) is the amount of money invested by a business in the acquisition, maintenance, and improvement of fixed…
Loan Repayment scheduler
4,327
398
This template help you plan your repayment of loan or debt.  
Amortization Schedule (Automatic)
2,788
207
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…
Dynamic Amortization Schedule
1,570
96
Financial Schedules- Amortization Schedule An amortization schedule is a table detailing each periodic payment on an amortizing loan, as generated…
Static Amortization Schedule
1,093
76
Financial Schedules- Amortization Schedule An amortization schedule is a table detailing each periodic payment on an amortizing loan, as generated…
Loan Amortization Schedule in Microsoft Excel
618
39
 Loan Amortization Schedule in Microsoft Excel
Tax Depreciation Schedule
2,273
1
Tax depreciation schedule will help in the calculation of depreciation based tax basis in the Indian Income Tax Act and…
Project Timeplan - Excel Gantt Chart
288
0
- This sheet can create Gantt Chart time schedule easily.- This sheet is very good for small kinds of projects.-…
See all

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-template-excel DCF Model Excel Template
7
26,143
7700
A simple and effective Discounted Cash Flow (DCF) template that allows you to build on your own cash flow model…
Free Cash Flow (FCF) Excel Template Free Cash Flow (FCF) Excel Template
12,977
3387
This Free Cash Flow (FCF) Excel Template can be a useful tool for investors. FCF measures the amount of cash…
Comparable Company Analysis Template Comparable Company Analysis Template
11,169
2518
This Comparable Company Analysis Template is a useful tool for investment banking professionals. Comparable company analysis (Comps) is a relative…
EV/EBITDA Excel Calculator
8,675
2017
EV/EBITDA is a financial ratio used to compare the enterprise value of a company to its annual EBITDA figure. It…
Simple Cap Table Template
2
10,916
1696
A capitalization table is a spreadsheet used by startups or early-stage ventures that details all of the company's securities. For…
Enterprise Value vs Equity Value Excel Calculator
8,500
1752
Enterprise value, also referred to as firm value, is the total value of assets of acompany excluding cash. Financial analysts…
Financial Synergy Valuation Model Template Financial Synergy Valuation Model Template
8,683
1655
This financial synergy valuation model template can be a useful tool for analysts and investors in evaluating a merger and…
Intrinsic Value template Intrinsic Value Excel Template
8,996
1656
This intrinsic value excel template is a useful tool for investment professionals. The intrinsic value of a company or an…
banking industry comps template preview Banking Industry Comps Template
9,504
1417
This banking industry comps template is used as a guideline to create a comparable companies universe for the banking industry.…
ltv-cac-ratio-template-excel LTV CAC Ratio Template
9,902
1456
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
6,593
1453
Adjusted EBITDA is a normalized financial metric which excludes all one-time, irregular and non-recurring items. It is commonly used in…
EBITDA Multiple Excel Template
8,044
1474
EBITDA multiple (EV/EBITDA) is a financial ratio used to compare the enterprise value of a company to its annual EBITDA…
See all