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Financial Analysis Template (Excel XLSX)

Author: Fin-Wiser Advisory

File Type: Excel workbook (XLSX)

$149.00

All fees included. Immediate download upon purchase.

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BENEFITS OF DOCUMENT

Generate over 70 Financial Ratios grouped under 12 heads
Conducts ratio analysis by looking at past performance and expected future performance as investment indicators
Indicators include a company's overall financial health, analysis of financial statements, and other individual indicators of corporate performance over time

DOCUMENT DESCRIPTION

This product (Financial Analysis Template) is an Excel workbook (XLSX), which you can download immediately upon purchase.

Financial Analysis Template

Financial analysis is used to evaluate economic trends, set financial policy, build long-term plans for business activity, and identify projects or companies for investment. This is done through the synthesis of financial numbers and data.

The template uses a bottom-up approach. It helps the user to look at a specific company and conducts ratio analysis by looking at past performance and expected future performance as investment indicators. These indicators include a company's overall financial health, analysis of financial statements, and other individual indicators of corporate performance over time.

This a user-friendly template where user can input certain financial data of a company and can generate over 70 Financial Ratios grouped under 12 heads :

1. Valuation Ratios (P/E, P/FCFF, P/BV, EV/EBITDA, EV/EBIT & more)
2. Per Share Data (EPS, BPS, DPS, FCFF, FCFE & more)
3. Margin Ratios (Gross, EBITDA, EBIT, PBT & PAT)
4. Return Ratios (RoCE, RoE, RoA)
5. DuPont Analysis
6. Growth Metrics (Revenue Growth, EBITDA Growth, EBIT Growth & More)
7. Gearing Ratios (Gross Debt/Assets, Gross & Net Gearing, Financial Leverage & More)
8. Liquidity Ratios (Cash, Current & Quick Ratio)
9. Coverage Ratios (EBIT / Gross Interest, Cash Interest Cover (EBITDA / Interest Paid), Average Gross Debt / EBITDA, EBITDA / Net Interest & More)
10. Activity Ratios (Inventory Turnover, Receivables Turnover & Payable Turnover)
11. Investment Ratios (Operating Cash Flow / EBIT, Capital Expenditure / Revenue and Capital Expenditure / Depreciation)
12. Enterprise Value

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Source: Best Practices in Financial Analysis Excel: Financial Analysis Template Excel (XLSX) Spreadsheet, Fin-Wiser Advisory

ABOUT THE AUTHOR: FIN-WISER ADVISORY

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]

Fin-Wiser Advisory has published 64 additional documents on Flevy.

$149.00

All fees included. Immediate download upon purchase.

Add to Cart

DOCUMENT DETAILS

File Type: Excel

(xlsx)

File Size: 175.5 KB

Related Topic(s): Financial Analysis

Immediate digital download upon purchase.

Lifetime document updates included with purchase.

Completely editable & customizable XLSX document.

Initial upload date (first version): Oct 30, 2020

Most recent version published: Oct 30, 2020

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