Valuation Ratios – Excel Model

Antoniya Baltova
Antoniya Baltova

Valuation ratios measure the value of common equity. They typically indicate the intrinsic value per 1 common share of a firm’s outstanding stock. Using a firm’s Balance Sheet and Income statement, one could easily calculate its valuation metrics.

This Excel template illustrates how to calculate the following multiples:

  • Earnings per share (EPS)
  • Price earnings (P/E) ratio
  • Dividend yield
  • Retention rate (RR)
  • Dividend payout
  • Sustainable growth rate

Some other related topics you might be interested to explore are Ratio analysis, Company valuation, and Forecasting.

This is an open-access Excel model in XLSX format that will be useful for anyone who wants to work as an Accountant, Financial Analyst, Finance Manager, or Investor.

You can now download the Excel template for free.

Valuation ratios are included in the Financial Reporting module of the CFA Level 1 Curriculum.