Financial Modeling Templates

Updated on May 10, 2024
Article byWallstreetmojo Team
Edited byAshish Kumar Srivastav
Reviewed byDheeraj Vaidya, CFA, FRM

Financial Modeling Excel Templates

Financial Modeling is the forecast of the company’s financial fundamentals based on its past and the expected future. Here you can download 11 Financial Modeling templates for free, including the Alibaba IPO model, Box IPO Model, Colgate Financial Model, Beta calculation, Free Cash Flow to Firm Model, sensitivity analysis model, comparable company analysis model, PE and PE Band Chart, Scenario Model and Football Field Chart.

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#1 – Alibaba IPO Template

In May 2014, Chinese E-commerce biggie Alibaba filed for its IPO in the US. I created its financial model from scratch. You will learn 3 statement forecasts, interlinkages, DCF Model – FCFF, and Relative Valuation through this template.Alibaba Financial Modeling Template

#2 – Colgate Financial Model Excel Template

This Colgate Financial model is a part of the Financial Modeling in Excel, where there are two templates – solved and unsolved financial models of Colgate. You can start with Colgate’s unsolved model and follow the tutorial to create a complete Financial model.

colgate Financial Modeling TEmplate

#3 – Box IPO template

In March 2014, Box filed for registration documents for IPO in the US to raise $250 million. Here I created another template from the start and covered its projection of financial statements of Box, valuations, and target recommendations.

box ipo scenarios

#4 – Beta Calculation Worksheet – MakeMyTrip

Beta measures the sensitivity of stock prices compared to the more extensive INDEX. In this excel CAPM model, we calculate the Beta of MakeMyTrip for NASDAQ.

Beta Financial Model Template

#5 – Terminal Value Calculation – Excel Template

Terminal Value is the value of the company after the forecast period. It is a fundamental concept as more than 60-80% of the total amount is derived from the Terminal value. This excel template provides two ways to calculate the Terminal value – Perpetuity Growth method and Multiple Method.

Terminal Value Calculation Example - Perpetuity Growth method

#6 – Free Cash Flow Excel Template

In simple terms, the Free Cash Flow firm is Cash flow from Operations and Cash Flow from Financing. FCFF is the foundation of the DCF technique.

Alibaba FCFF

#7 – PE Chart Template & PE Band Chart Excel Template

PE Charts and PE Band Charts are very important from an investment banking point of view. They provide a visual glimpse of how valuations have moved over a while. PE Band Charts can be a bit tricky to make. Download this excel model to learn how to make this chart step by step.

PE Ratio Band Chart Valuation

#8 – Football Field Graph

Football Field Chart is very helpful to visually understand the valuation of the firm under various scenarios as well as valuation methodologies. Download this financial modeling template to learn the Football Field Chart.

Floating Chart

#9 – Scenario Graph Template

A scene graph is one of my favorites when providing a visual explanation of valuation scenarios. It is a very high-impact graph, and when included in your pitch book or research report, it can make an excellent impression on your clients. Download this Scenario Graph Template.

Scenario Graph - Step 4

#10 – Comparable Company Valuation Model Template

Comparable company analysis is nothing but looking at the firm’s competitors and taking cues from their valuations. However, there is a way to professionally compare the valuation multiple of competitors, and you can download this financial model template to learn excellent valuation techniques. We use relative valuation multiples like PE Multiple, EV to EBITDA, and Price to Cash Flow.

Valuation Model Template

#11 – Sensitivity Analysis

Sensitivity Analysis is fundamental when we have to do Discount Cash Flows and want to check the sensitivity of Fair Price when we change variables like Growth Rates of the Company and Weighted Average Cost of Capital. We use DATA TABLEs in Excel to do this sensitivity analysis.

DCF Sensitivity Table

This has been a guide to Financial Modeling Templates. Here we provide you top 11 financial modeling templates, including Alibaba IPO Template, Box IPO template, etc. You can learn more about it from the following articles –

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Comments

  1. Jorge says

    Buen material

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