Profitability Index Template This Profitability Index (PI) template will help visualize the present value of future cash flows, which will then be used to calculate the PI of the project. The PI measures the ratio between the present value of future cash flows to the initial investment. Other names for profitability ratio are Profit Investment…
Accounts Payable Template This Accounts Payable Template highlights where this balance sheet element is located on the statement of financial position. It also has some ratio analysis on accounts payable. Fundamental Ratios are very valuable for fundamental analysis. Here is a snippet of the template: Download the Free Template Enter your name and email in…
Coupon Rate Template This coupon rate template will calculate a bond’s coupon rate based on the total annual coupon payments and the face value of the bond. As is customary with CFI templates the blue values are hardcoded numbers and black numbers are calculations dependent on other cells. Here is a snippet of the template:…
Cash EPS Calculator This Cash EPS calculator will help you to calculate the number of shares outstanding, the cash from operations, and from these elements, obtain the cash earnings per share. Looking at the cash EPS of a company and comparing it to its regular EPS can provide great insight when performing fundamental analysis. Here…
Return on Investment Excel Calculator This Return on Investment Excel Calculator will aid you in calculating the return on investment for different scenarios. Return on investment is one of the most important profitability ratios to assess a company’s performance. Here is a snippet of the template: Download the Free Template Enter your name and email…
ROIC Excel Template This ROIC Excel Template will aid you in calculating the NOPAT and Book Value of Invested Capital, and from these elements calculate the period ROIC. Here is a snippet of the template: Download the Free Template Download CFI’s Excel template to advance your finance knowledge and perform better financial analysis. The ROIC…
Value Added Excel Template This Value Added Excel Template is a free tool provided by the Corporate Finance Institute. It will help you understand the important concept of Value added for Finance and Accounting. Here is a snippet of the template: Download the Free Template and take a look at an applied example of a…
Accounting Test This Accounting Test is designed to help you assess your knowledge of essential accounting principles and basic concepts. We strongly encourage any students who are planning or are beginning their FMVA certification program to take this test to determine whether you will need to take the prerequisite accounting courses, including Accounting Fundamentals and…
Investment Teaser Template This investment teaser template will help you summarize a potential sales process and highlight the unique selling points of the company. Here are the screenshots of the investment teaser template: Download the Free Template Enter your name and email in the form below and download the free template now! What is an…
The Forward Price-to-Earnings or Forward P/E Ratio The forward P/E ratio (or forward price-to-earnings ratio) divides the current share price of a company by the estimated future (“forward”) earnings per share (EPS) of that company. For valuation purposes, a forward P/E ratio is typically considered more relevant than a historical P/E ratio. What is the…
