Templates
Hit the ground running with our ready-made and easy to use financial Excel templates, models and formula sheets!
Hit the ground running with our ready-made and easy to use financial Excel templates, models and formula sheets!
Calculate Enterprise Value (EV) – Excel Template
The enterprise value (EV) is a measure of a firm’s total worth. It equals the sum of the market value...
Learn MoreEV to EBITDA – Excel Template
The EV/EBITDA is a financial ratio that compares a firm’s enterprise value (EV) to its earnings before interest, taxes...
Learn MoreTwo-Stage Dividend Discount Model – Excel Template
The two-stage dividend discount model is used to value growth companies that experience two growth phases. In the first ...
Learn MoreGordon Growth Model – Excel Template
The Gordon growth method is an extension of the dividend discount model and assumes that the stream of future dividends....
Learn MoreThree-Stage Dividend Discount Model – Excel Template
The three-stage dividend discount model is used to value growth companies and assumes that those experience three distin...
Learn MoreReturn on Equity (ROE) – Excel Template
The return on equity (ROE) ratio measures the rate of return shareholders receive on their shares. To calculate the ROE,...
Learn MoreJensen’s Alpha – Excel Template
Jensen’s alpha calculates the difference between the portfolio actual return and the required return by the Capital As...
Learn MoreTreynor Ratio – Excel Template
The Treynor Ratio is a portfolio performance measure that illustrates the excess return per unit of systematic risk. It ...
Learn MoreM Squared Ratio – Excel Template
M squared (M²) is a risk-adjusted performance measure that evaluates the performance of an investment portfolio. The id...
Learn MoreFILTER – Excel Template
FILTER is one of the most popular functions in Excel. It allows you to filter a range of data, based...
Learn MoreSORTBY Function – Excel Template
The SORTBY function in Excel allows you to sort one range or array, based on the values of a corresponding...
Learn MoreUNIQUE Function – Excel Template
In large datasets, you often find duplicate values—data entries that occur more than once. You must handle those caref...
Learn MoreRANDARRAY Function – Excel Template
The Excel RANDARRAY function generates an array of random numbers that can be whole or decimal. The new dynamic array...
Learn MoreSEQUENCE Function – Excel Template
The SEQUENCE function in Excel allows you to easily create a list of sequential numbers in an array—such as 10,...
Learn MoreXMATCH Function – Excel Template
The Excel XMATCH dynamic function searches for a specified item in vertical or horizontal ranges. It is more flexible th...
Learn MoreLET Function – Excel Template
The LET function in Excel is a powerful tool for those who work with lengthy formulas. It helps you define...
Learn MoreInformation Ratio – Excel Template
The information ratio measures the portfolio’s risk-adjusted return over a benchmark. It tracks the consistency of por...
Learn MoreSortino Ratio – Excel Template
The Sortino ratio measures the portfolio’s risk-adjusted return. Rational investors use it to maximize their rate of r...
Learn MoreLoan Amortization – Excel Template
Loan amortization involves paying off a loan through regular installment payments over a set period. Installment payment...
Learn MoreCalculate EBITDA – Excel Template
EBITDA stands for Earnings before Interest, Taxes, Depreciation, and Amortization. This is a popular measure because it ...
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