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 Template 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…
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…
Simple Cap Table Template 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…
EV/EBITDA Excel Calculator 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…
Enterprise Value vs Equity Value Excel Calculator 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…
Adjusted EBITDA Excel Template 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…
Banking Industry Comps Template 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.…
EBITDA Multiple Excel Template 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…
Intrinsic Value Excel 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…
LTV CAC Ratio Template 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…
Economic Value Added (EVA) Excel Template Economic Value Added (EVA) Excel Template
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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)…
Adjusted Present Value Excel Template Adjusted Present Value Excel Template
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Adjusted present value (APV) is the sum of the net present value (NPV) of a project and the present value…
Forward Price-to-Earnings (P/E) Ratio Template Forward Price-to-Earnings (P/E) Ratio Template
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The Forward Price-to-Earnings (P/E) Ratio Template is a useful tool for equity research analysts. The forward P/E ratio is given…
Football Field Chart Excel Template Football Field Chart Excel Template
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The Football Field Chart Excel Template is a popular tool used by finance professionals in investment banking, private equity, or…

Valuation Templates and Excel Models

Browse CFI Marketplace for the best collection of Valuation Templates. Download the Excel files and use existing examples from finance professionals to take your analysis to the next level.

What is Valuation?

Valuation is the process of finding the present value of an asset or business. Asset valuation can be done on things such as stocks, bonds, options, properties, machinery, and land. Business valuation can be performed by evaluating various aspects of a business including the prospective future earnings, the company’s debt to equity ratio (capital structure), and market value of assets.

Valuation can also be used to determine the fair share value of a company’s stocks. While the market value of a stock (current share price) is available to investors, the intrinsic value (or book value) is critical for valuing the security based on expected future earnings and other factors not being reflected in the market value. The purpose of performing valuation on a stock is to help analysts determine if a company is undervalued or overvalued by the market. This would require a valuation model which lays out all the assumptions and factors influencing the business.

Beside pricing a security, valuations are also commonly used in various transactions (mergers and acquisitions, leveraged buyouts), investment analysis, financial planning and reporting, and litigation. Use the available valuation templates in the marketplace created by industry professionals to start performing valuation!

Valuation Methods

There are three main types of valuation method widely used in valuing a business or an asset:

  • Discounted cash flow analysis (DCF): DCF analysis is an intrinsic value approach to valuing a business by forecasting unlevered free cash flows (FCFF) into the future and discounting them at the company’s weighted average cost of capital (WACC). This approach requires the most assumptions out of the three methods and is preferred because it provides a more accurate valuation.
  • Comparable company analysis (Comps): Comps analysis, also referred to as peer group analysis or trading multiples, is a relative valuation method which compares the current value of a company to similar companies in the same industry. This method values company by taking the trading multiples such as P/E, EV/EBITDA and EV/Revenue.
  • Precedent transactions analysis (Precedents): Precedents analysis is a relative valuation technique which looks at previous similar transactions (such as a merger or an acquisition) in the same industry. This type of valuation usually takes in account the take-over premium in the price. Because the transaction data becomes outdated and does not necessarily reflect the current market conditions over time, it is the least preferred method out of the three.