Want FREE Templates on Strategy & Transformation? Download our FREE compilation of 50+ slides. This is an exclusive promotion being run on LinkedIn.

Banking Model with 3 Statements   Excel template (XLSM)
$99.00

Banking Model with 3 Statements (Excel template (XLSM)) Preview Image Banking Model with 3 Statements (Excel template (XLSM)) Preview Image Banking Model with 3 Statements (Excel template (XLSM)) Preview Image Banking Model with 3 Statements (Excel template (XLSM)) Preview Image Banking Model with 3 Statements (Excel template (XLSM)) Preview Image Banking Model with 3 Statements (Excel template (XLSM)) Preview Image Banking Model with 3 Statements (Excel template (XLSM)) Preview Image Banking Model with 3 Statements (Excel template (XLSM)) Preview Image Banking Model with 3 Statements (Excel template (XLSM)) Preview Image Log in to unlock full preview.
Arrow   Unlock all 57 preview images:   Login Register

Banking Model with 3 Statements (Excel XLSM)

File Type: Excel template (XLSM)

$99.00

Add to Cart
  


BUY WITH CONFIDENCE

Immediate digital download upon purchase.
Lifetime document updates included with purchase.
Fully editable & customizable XLSM document.
Trusted by over 10,000+ organizations.

BENEFITS OF DOCUMENT

  1. Income Statement: Includes Historical and Forecasted Profit and Loss statement
  2. Balance Sheet: Includes Historical and Forecasted Balance sheet
  3. Cash Flow Statement: Includes Historical and Forecasted cash flows

DESCRIPTION

This product (Banking Model with 3 Statements) is an Excel template (XLSM), which you can download immediately upon purchase.

This is a very detailed and user-friendly Dividend Discount (DDM) and Net Asset Value (NAV) based valuation model for the banking sector. The template is included with the three financial statements i.e. Income Statement, Balance Sheet, and Cash Flow Statement, and detailed calculation around valuation and financial analysis.

The model captures 3 years of Historical + 5 Years of forecast period. Valuation is based on the 5-year forecast using the Dividend Discount Model (DDM) and Net Asset Value (NAV) approach.

DDM is a method for valuing the price of a stock by using projected dividends and discounting them back to present value. The concept is that if the value obtained from the DDM is higher than the current market value of the stock, then the stock is undervalued, and vice-versa.

Assumptions tab allows for the inputting of a huge amount of financial data for your business. These inputs cover a wide range of financial data:

1. Revenue Assumption (Effective Yield on Gross Advances, Yield on Investments, Gross Advances & more)
2. Costs Assumptions (Interest on Deposits, Average Interest bearing Liabilities, Employee Cost & more)
3. Income tax
4. Capital Expenditure and Depreciation/Amortization (Tangle and In Tangible Assets)
5. Long Term and Short Term Debt
6. Share Capital (Issue of New shares, Reserve Accounts)
7. Dividend Calculation (Interim and Final Dividend along with Tax impact)

The model runs comprehensive calculations based on the inputs provided by the user generate very accurate outputs which include:
1. Income Statement: Includes Historical and Forecasted Profit and Loss statement
2. Balance Sheet: Includes Historical and Forecasted Balance sheet
3. Cash Flow Statement: Includes Historical and Forecasted cash flows
4. Valuation: DDM and NAV based valuation
5. Valuation Ratio: A very detailed financial analysis covering:

•  Price based valuation ratios
•  Per Share Data like EPS, DPS, FCFF per share & more
•  Profitability ratios
•  Return ratios
•  Dupont Analysis
•  Growth Matrix
•  Asset Quality
•  Capitalization Ratios
•  Liquidity Ratios
•  Productivity Ratios

This is a very detailed and user-friendly model that can be used by the user to perform DDM and NAV.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Integrated Financial Model, Banking Excel: Banking Model with 3 Statements Excel (XLSM) Spreadsheet, Fin-Wiser Advisory


$99.00

Add to Cart
  

OVERVIEW

File Type: Excel xlsm (XLSM)
File Size: 241.9 KB


ABOUT THE AUTHOR

Author: Fin-Wiser Advisory
Additional documents from author: 66

Fin-wiser is a specialist advisory boutique focused on providing financial modelling, financial analysis, business transformation and business research services.

Our mission is to deliver high-quality Financial Models, Financial Analysis, Operational Transformation and Data Analytics which are custom made as per the business requirements. [read more]

Ask the Author a Question

Must be logged in

Did you know?
The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.




Trusted by over 10,000+ Client Organizations
Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.
AT&T GE Cisco Intel IBM Coke Dell Toyota HP Nike Samsung Microsoft Astrazeneca JP Morgan KPMG Walgreens Walmart 3M Kaiser Oracle SAP Google E&Y Volvo Bosch Merck Fedex Shell Amgen Eli Lilly Roche AIG Abbott Amazon PwC T-Mobile Broadcom Bayer Pearson Titleist ConEd Pfizer NTT Data Schwab




Read Customer Testimonials




Customers Also Bought These Documents


Customers Also Like These Documents

Related Management Topics


Integrated Financial Model Banking Real Estate Valuation Model Example Hotel Industry SaaS Subscription Energy Industry Education Entrepreneurship Manufacturing Private Equity

Download our FREE Strategy & Transformation Framework Templates

Download our free compilation of 50+ Strategy & Transformation slides and templates. Frameworks include McKinsey 7-S Strategy Model, Balanced Scorecard, Disruptive Innovation, BCG Experience Curve, and many more.