Financial Modeling Tutorials
- Financial Modeling Basics
Financial Modeling Templates Overview
Here you can download all 11 Financial Modeling templates. Includes financial modeling templates of Alibaba IPO, Box IPO Model, Colgate Financial Model Template, 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 Financial Modeling Template
In May 2014, Chinese E-commerce biggie Alibaba filed for its IPO in US. I created its financial model from scratch. Through this financial model template, you will learn Alibaba’s 3 statement forecasts, interlinkages, DCF Model – FCFF and Relative Valuation.
#2 – Colgate Financial Model Excel Template
This Colgate Financial model template 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.
#3 – Box IPO Financial Model template
In March 2014 Box filed for registration documents for IPO in the US to raise $250 million. Here I created another Financial Modeling template from the start and covered its projection of financial statements of Box, valuations, and target recommendations.
#4 – Beta Calculation Worksheet – MakeMyTrip
Beta measures the sensitivity of stock prices as compared to the larger INDEX. In this excel CAPM model, we calculate the Beta of MakeMyTrip with respect to NASDAQ.
#5 – Terminal Value Calculation – Excel Template
Terminal Value is the value of the company after the forecast period. It is a very important concept as more than 60-80% of total value is derived from Terminal value. This excel template provides two ways to calculate Terminal value – Perpetuity Growth method and Multiple Method.
#6 – Free Cash Flow Excel Template
#7 – PE Chart Template & PE Band Chart Excel Template
PE Charts and PE Band Charts are very important from investment banking point of view. They provide a visual glimpse of how valuations have moved over a period of time. PE Band Charts can be a bit tricky to make. Download this excel model to learn how to make this chart step by step.
#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.
#9 – Scenario Graph Template
Scenario graph is one of my favorites when it comes to providing a visual explanation of valuation scenarios. It is a very high impact graphs and when included in your pitch book or research report, it can make an excellent impression to your clients. Download this Scenario Graph Template.
#10 – Comparable Company Valuation Model Template
Comparable company analysis is nothing but looking at the competitors of the firm and taking cues from their valuations. We use relative valuation multiples like PE Multiple, EV to EBITDA, Price to Cash Flow ratio. However, there is a way to professionally compare the valuation multiple of competitors and you can download this financial model template to learn awesome valuation technique.
#11 – Sensitivity Analysis
Sensitivity Analysis is very important 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 Company and Weighted Average Cost of Capital. We use DATA TABLEs in Excel to do this sensitivity analysis.