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Financial Analysis Template (Excel XLSX)

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HIGHLIGHTS

Author: Fin-Wiser Advisory

Immediate, digital download

File Type: Excel workbook (XLSX)

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: Financial Analysis Template Excel document (xlsx)

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 51 additional documents on Flevy.

DETAILS

This business document is categorized under the function(s): Corporate Finance Operations

It applies to All Industries

File Type: Excel (xlsx)

File Size: 175.5 KB

Related Topic(s): Financial Analysis

Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.

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

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