Economic Value Added Model Template   Excel template (XLSX)
$49.00

Economic Value Added Model Template (Excel template (XLSX)) Preview Image
Economic Value Added Model Template (Excel template (XLSX)) Preview Image
Economic Value Added Model Template (Excel template (XLSX)) Preview Image
Economic Value Added Model Template (Excel template (XLSX)) Preview Image
Economic Value Added Model Template (Excel template (XLSX)) Preview Image
Economic Value Added Model Template (Excel template (XLSX)) Preview Image
Economic Value Added Model Template (Excel template (XLSX)) Preview Image
Economic Value Added Model Template (Excel template (XLSX)) Preview Image
Log in to unlock full preview.
Economic Value Added Model Template (Excel template (XLSX)) Preview Image
Economic Value Added Model Template (Excel template (XLSX)) Preview Image
Economic Value Added Model Template (Excel template (XLSX)) Preview Image
Economic Value Added Model Template (Excel template (XLSX)) Preview Image
Economic Value Added Model Template (Excel template (XLSX)) Preview Image
Economic Value Added Model Template (Excel template (XLSX)) Preview Image
Economic Value Added Model Template (Excel template (XLSX)) Preview Image
Economic Value Added Model Template (Excel template (XLSX)) Preview Image
Arrow   Click main image to view in full screen.

Economic Value Added Model Template (Excel XLSX)

Excel (XLSX)

$49.00
Created by a Financial Modeling, Planning & Performance Consultant with 15+ years of experience at Ernst & Young, Toyota, Viohalco, and Upstream. Certified by both the Corporate Finance Institute and the Financial Modeling Institute.
Add to Cart
  


Immediate download
Fully editable Excel
Free lifetime updates

BENEFITS OF DOCUMENT

  1. The model generates the three financial statements (profit & loss, balance sheet, and cash flow)
  2. Valuation using the economic valued added method, break-even analysis, ratios, and various graphs.

DESCRIPTION

This product (Economic Value Added Model Template) is an Excel template (XLSX), which you can download immediately upon purchase.

Economic Value Added Model presents another valuation method which is based on a residual income approach which takes the perspective of all providers of capital (both debt and equity), where we subtract a capital charge (the company's total cost of capital in money terms) from the company's after-tax operating profit. The model generates the three financial statements (profit & loss, balance sheet, and cash flow), the company valuation using the economic valued added method, break-even analysis, ratios, and various graphs.

So, a quick overview of the model, in the contents tab you can see the structure of the model and by clicking on any of the headlines to be redirected to the relevant worksheet.

On the manual tab, you can feed the general information for the model such as: model name, responsible, timeline of the model & date, and currency conventions.

Additionally, there is a description of the color-coding of the model in the same tab. Inputs are always depicted with a yellow fill and blue letters, call up (that is direct links from other cells) are filled in light blue with blue letters while calculations are depicted with white fill and black characters.

There is also color-coding for the various tabs of the model. Yellow tabs are mostly assumptions tabs, grey tabs are calculations tabs, blue tabs are outputs tabs (that is effectively results or graphs) and finally, light blue tabs are admin tabs (for example: the cover page, contents, and checks).

Moving on to the inputs tab, you can adjust the various assumptions of the model based on the specifications and requirements of your business (in yellow whatever can be amended as an assumption). So effectively, you can adjust a set of inputs such as the number of stores, historic revenue per store, forecast revenue per store growth.

Afterwards, you can set the historic Cost of Goods Sold and forecast the Cost of Goods Sold margin, as well as the Sales and General Administrative Expenses growth rate.

Moving on, the user can set the interest rate on debt, the income tax rate, and the dividend payout ratio.

Regarding the balance sheet, several inputs need to be filled such as: the depreciation as a percentage of the acquisition costs, the CAPEX to sales ratio, the days inventory outstanding, the days sales outstanding, the overdraft interest, the loan repayment schedule per year, as well as the days payable outstanding and the growth rate to perpetuity.

The user also needs to fill the inputs relevant to the historic (Actuals) period in columns J, K, and L.

The calculations follow the same logical flow as in the inputs tab. As already mentioned, no inputs from the user are needed here, as all the inputs are fed in the yellow cells on the assumptions tab.

The calculations are separated into revenues, costs, non-operating costs, Non-Current Assets, Current Assets, Equity and Liabilities, and finally a cash flow calculation.

On the Statements tab, the profit and loss, balance sheet, and cash flow statements are calculated, with the relevant checks to make sure everything balances.

The Weighted average cost of capital is also calculated based on the corresponding user inputs.

The Economic Value Added tab as previously mentioned performs the valuation of the company based on a residual income approach which takes the perspective of all providers of capital (both debt and equity), where we subtract a capital charge (the company's total cost of capital in money terms) from the company's after-tax operating profit. A sensitivity table has also been implemented on the equity value of the company, which can be updated with F9.

On the Break-Even tab, a breakeven analysis per store is performed. The user can select the category of stores, on which to perform the breakeven analysis (by changing the yellow selector in cell D12).

The most important ratios are presented in this tab, where a series of ratios are presented and formatted accordingly based on their trends over the historic and forecast period.

Additionally, on the Graphs tab, a series of charts are presented: number of stores and revenues per stores, profitability metrics and margins, working capital, assets, liabilities, and equity, operating cash flows, investment, and financing cash flows, cash inflows, economic value added, valuation and sensitivity on equity value.

Finally, the checks tab where the most critical checks are aggregated. Whenever you see an error message on any page, you should consult this page to see where the error is coming from.

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 Valuation Model Example, LBO Model Example, DCF Model Example Excel: Economic Value Added Model Template Excel (XLSX) Spreadsheet, Big4WallStreet


$49.00
Created by a Financial Modeling, Planning & Performance Consultant with 15+ years of experience at Ernst & Young, Toyota, Viohalco, and Upstream. Certified by both the Corporate Finance Institute and the Financial Modeling Institute.
Add to Cart
  

ABOUT THE AUTHOR

Author image
Additional documents from author: 94

We help small and midsize businesses' leaders with their strategic problems by creating or improving financial models, implementing tools to drive efficiency, performance, and better decision making.

With over 15 years of experience in Financial & Business Modeling / Planning, Performance & Analysis (Ernst & Young, Toyota, Viohalco and Upstream), we have developed strong business ... [read more]

Ask the Author a Question

You must be logged in to contact the author.

Click here to log in Click here register

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

 
"Flevy is our 'go to' resource for management material, at an affordable cost. The Flevy library is comprehensive and the content deep, and typically provides a great foundation for us to further develop and tailor our own service offer."

– Chris McCann, Founder at Resilient.World
 
"I like your product. I'm frequently designing PowerPoint presentations for my company and your product has given me so many great ideas on the use of charts, layouts, tools, and frameworks. I really think the templates are a valuable asset to the job."

– Roberto Fuentes Martinez, Senior Executive Director at Technology Transformation Advisory
 
"As a small business owner, the resource material available from FlevyPro has proven to be invaluable. The ability to search for material on demand based our project events and client requirements was great for me and proved very beneficial to my clients. Importantly, being able to easily edit and tailor "

– Michael Duff, Managing Director at Change Strategy (UK)
 
"If you are looking for great resources to save time with your business presentations, Flevy is truly a value-added resource. Flevy has done all the work for you and we will continue to utilize Flevy as a source to extract up-to-date information and data for our virtual and onsite presentations!"

– Debbi Saffo, President at The NiKhar Group
 
"Flevy.com has proven to be an invaluable resource library to our Independent Management Consultancy, supporting and enabling us to better serve our enterprise clients.

The value derived from our [FlevyPro] subscription in terms of the business it has helped to gain far exceeds the investment made, making a subscription a no-brainer for any growing consultancy – or in-house strategy team."

– Dean Carlton, Chief Transformation Officer, Global Village Transformations Pty Ltd.
 
"One of the great discoveries that I have made for my business is the Flevy library of training materials.

As a Lean Transformation Expert, I am always making presentations to clients on a variety of topics: Training, Transformation, Total Productive Maintenance, Culture, Coaching, Tools, Leadership Behavior, etc. Flevy "

– Ed Kemmerling, Senior Lean Transformation Expert at PMG
 
"Flevy is now a part of my business routine. I visit Flevy at least 3 times each month.

Flevy has become my preferred learning source, because what it provides is practical, current, and useful in this era where the business world is being rewritten.

In today's environment where there are so "

– Omar HernĂ¡n Montes Parra, CEO at Quantum SFE
 
"I have found Flevy to be an amazing resource and library of useful presentations for lean sigma, change management and so many other topics. This has reduced the time I need to spend on preparing for my performance consultation. The library is easily accessible and updates are regularly provided. A wealth of great information."

– Cynthia Howard RN, PhD, Executive Coach at Ei Leadership


Your Recently Viewed Documents

Customers Also Bought These Documents


Customers Also Like These Documents

Related Management Topics


Valuation Model Example Customer Experience M&A (Mergers & Acquisitions) Digital Transformation Business Transformation Artificial Intelligence ChatGPT Deep Learning Marketing Automation KPI Customer Decision Journey Organizational Design Valuation Banking Manufacturing

Download our FREE Strategy & Transformation Framework Templates

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