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!
Free Accounting Templates
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5+ Free Accounting Templates in Excel for you to download. Or save time and money by managing your accounting processes in the Excel accounting template.
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…
3 Financial Statement Ratio & Analysis (Auto Calculation) 3 Financial Statement Ratio & Analysis (Auto Calculation)
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This excel model allows you to calculate Return on Common Equity (ROCE), Return on Net Operation Assets (RNOA), Financial Leverage (FLEV),…
Severance Pay Calculator
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Severance Pay Calculator
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…
Actual vs. Last Period and Budget Comparison Actual vs. Last Period and Budget Comparison
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This model enables you to present a comparison between actual results with last period and budgeted figures, either monthly or…
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…
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…
Financial Analysis - 5 Years Plan & Valuation Financial Analysis - 5 Years Plan & Valuation
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General overview  The main idea of the model is to provide professional and successful financial presentation for the management showing…
3 Statement for Bank and Financial Institution with Analysis 3 Statement for Bank 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…
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…
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…
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…

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…
ASSETS CORRELATION MODEL
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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…
Trading Business Model (Beta)
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Trading Business Model Spreadsheet - Risk Management & [email protected] Calculator - Expectancy Simulation - Trade Journal - Password Vault
Simple Sales Orders Solution
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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!
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…
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…
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…
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…
NPV and IRR Calculator (Automatic)
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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)…
Cap Table and Exit Waterfall Tool for Excel and Google Sheets
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Create a capitalization table through multiple rounds of investments, and forecast how investment rounds impact ownership, dilution, and distribution of…
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…
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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…
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…
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…
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…
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…
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…
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…
Excel Dashboard Template
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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
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A gantt chart is a project management tool used to arrange the schedule of a project. It is built with…
Project Finance Model - Power BI
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This project finance model is an advance version of the model you can find under the following link: https://marketplace.corporatefinanceinstitute.com/financial-model-templates/project-finance-model-unlimited-scenarios/ The…
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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) 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…
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.…
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…
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…
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…
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…
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…
Asset Performance Calculator
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Asset Performance Calculator For Mutual Fund Industry Written in Visual Basic with Live Data Query.
HOTEL BUSINESS PLAN FINANCIAL MODEL EXCEL TEMPLATE TRIAL
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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 TRIAL
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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 TRIAL
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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 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…
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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.  
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…
Dynamic Amortization Schedule
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Financial Schedules- Amortization Schedule An amortization schedule is a table detailing each periodic payment on an amortizing loan, as generated…
Static Amortization Schedule
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Financial Schedules- Amortization Schedule An amortization schedule is a table detailing each periodic payment on an amortizing loan, as generated…
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…
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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-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…
Free Cash Flow (FCF) Excel Template Free Cash Flow (FCF) Excel Template
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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
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This Comparable Company Analysis Template is a useful tool for investment banking professionals. Comparable company analysis (Comps) is a relative…
EV/EBITDA Excel Calculator
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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…
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…
Enterprise Value vs Equity Value Excel Calculator
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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
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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
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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
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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
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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…
EBITDA Multiple Excel Template
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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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