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BENEFITS OF THIS EXCEL DOCUMENT

1. Assist users in preparing a detailed analysis of a company's Financial ratios
2. Template is suitable for any kind of business

FINANCIAL ANALYSIS EXCEL DESCRIPTION

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TOPIC FAQ

What are the main categories of financial ratios and what do they indicate?

Financial ratios commonly group into profitability, efficiency, leverage, and liquidity categories; each set assesses different aspects of performance: profitability for margins and returns, efficiency for asset use, leverage for capital structure risk, and liquidity for short-term solvency. These 4 categories are the basis of the template’s Outputs tab.

How does Dupont analysis break down return on equity (ROE)?

Dupont analysis decomposes ROE into component drivers—typically net profit margin, asset turnover, and financial leverage—so you can see whether ROE changes come from margins, efficiency, or leverage; the product presents this as a Pyramid Chart for ROE decomposition.

What features should a valuation-focused ratios template include for enterprise and equity valuation?

A valuation-focused template should include a 3-statement financial model to generate free cash flows, calculation of valuation multiple ratios for enterprise and equity value comparison, and outputs that link multiples to cash flow valuation; Flevy’s Ultimate Guide to Financial Ratios specifically includes valuation multiple ratios and free cash flow analysis.

How do I use a 3-statement model within a ratios template to generate ratio outputs?

Populate the Inputs tab—enter values into the designated blue input cells on the 3 Statement Financial Model—then the Outputs tab calculates profitability, efficiency, leverage, and liquidity ratios automatically based on those statements, producing standard ratio outputs from your model inputs.

Which valuation multiples are typically analyzed to compare enterprise and equity value?

Valuation analysis usually separates enterprise-value based ratios from equity-value based ratios and links those to cash flow measures; the template includes a Valuation Multiple Ratios section and Free Cash Flows analysis to support enterprise and equity value comparisons.

How can dashboards and charts improve communication of ratio analysis to stakeholders?

Dashboards and charts consolidate key ratio trends, Dupont decomposition visuals, and valuation metrics into a single view, making it easier to explain drivers and changes; the template includes Charts & Graphs and a highly-sophisticated Dashboard for presentation across industries.

What should I check when selecting a financial ratios template on a marketplace like Flevy?

Choose a template that lists terminology and formulas, provides a 3-statement model with clear input cells, automates ratio calculations (profitability/efficiency/leverage/liquidity), includes Dupont decomposition and valuation multiple analysis, and supplies charts or a dashboard—features found in Ultimate Guide to Financial Ratios.

How much Excel proficiency is needed to use a financial ratios template effectively?

Templates described as user-friendly with clear instructions typically require basic to intermediate Excel skills to enter inputs and interpret outputs; this product indicates users fill only the blue input cells in the 3 Statement Financial Model and then review calculated ratios.

Source: Best Practices in Financial Analysis Excel: Ultimate Guide to Financial Ratios Excel (XLSX) Spreadsheet, Profit Vision

$39.00

This financial model is built by a certified Financial Modeling & Valuation Analyst with over 20+ years of global experience managing over $500MM+ in corporate finances.

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