Archives: Resources

Cash EPS Calculator

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…

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Return on Investment Excel Calculator

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 CFI is a global provider…

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ROIC Excel Template

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…

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Value Added Excel Template

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…

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Accounting Test

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…

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Investment Teaser Template

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 What is an Investment Teaser? An investment teaser is a one or two-slide summary of a potential sale process without mentioning…

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Forward P/E Ratio

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…

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Operating Budget

What is an Operating Budget? An operating budget consists of all revenues and expenses over a period of time (typically a quarter or a year) that a corporation, government (see the U.S. 2017 Budget), or organization uses to plan its operations.  An operating budget is prepared in advance of a reporting period as a goal…

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Profit Margin Template

Profit Margin Template This Excel profit margin template will allow you to calculate the gross profit, EBITDA, operating, and net profit margins. Below is a preview of the Profit Margin Excel template: Download CFI’s Free Profit Margin Template Click the button below to download our free Profit Margin template! Profit margin is a measure of a…

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EVA – Economic Value Added

What is Economic Value Added (EVA)? Economic Value Added (EVA) is a measure based on the residual Income technique, which measures the return generated over and above investors’ required rate of return (hurdle rate).  The metric serves as an indicator of the profitability of projects undertaken and its underlying premise consists of the ideas that…

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