The enterprise value (EV) is a measure of a firm’s total worth. It equals the sum of the market value of equity, debt, and preferred equity minus cash equivalents and short-term investments.

This open-access Excel template is a useful tool for financial analysts, data analysts, portfolio managers, and anyone preparing a corporate presentation.

Enterprise Value is among the topics included in the Equity Investments module of the CFA Level 1 Curriculum. Gain valuable insights into the subject with our Fundamentals of Equity Valuation course.

You can also explore other related templates such as—Return on Equity, Gordon Growth Model, EBITDA.