Sharpe Ratio Table Template This Sharpe ratio table template demonstrates the calculation of the Sharpe ratio (using the arithmetic mean) given the expected portfolio return, risk-free rate, and standard deviation of the portfolio return. Below is a screenshot of the Sharpe ratio table template: Download the Free Template The Sharpe Ratio (or Sharpe Index) is…
LTM Revenue Template This LTM revenue template demonstrates the calculation of last-twelve-month revenue. Here is a preview of the LTM revenue template: Download the Free Template LTM stands for “Last Twelve Months” and is similar in meaning to TTM, or “Trailing Twelve Months.” LTM Revenue is a popular term used in the world of finance…
Leveraged Finance Template This leveraged finance template shows the calculation of the internal rate of return of an investment with different levels of leverage. This is what the leveraged finance template looks like: Download the Free Template Leveraged finance is the use of an above-normal amount of debt, as opposed to equity or cash, to finance…
Earnings Before Tax Template This earnings before tax template shows you how to calculate the earnings before tax using line items in the income statement. Below is a screenshot of the EBT template: Download the Free Template Earnings before tax (EBT), or pre-tax income, is the last subtotal found in the income statement before the penultimate net income line…
Net Identifiable Assets Template This net identifiable assets template will show you how to calculate the net identifiable assets given the value of assets and liabilities of an acquired company. This is what the net identifiable assets template looks like: Download the Free Template Net Identifiable Assets (NIA) consists of the assets acquired from a…
Funds From Operations Template This funds from operations template allows you to calculate the FFO using the formula: FFO = Net Income + (Depreciation Expense + Amortization Expense + Losses on Sale of Assets) – (Gains on Sale of Assets + Interest Income) Here is a screenshot of the FFO template: Download the Free Template…
Contribution Analysis Template This contribution analysis template helps you calculate the total and per-unit contribution margin. Below is a preview of the contribution analysis template: Download the Free Template Contribution analysis is used in estimating how direct and variable costs of a product affect the net income of a company. The study addresses the issue of identifying…
Capital Gains Yield Calculator This capital gains yield calculator demonstrates how to calculate the capital gains yield using the purchase price and current price of a stock. Below is a screenshot of the capital gains yield calculator: Download the Free Template Capital gains yield (CGY) is the price appreciation on an investment or a security expressed as…
Days Sales Outstanding Template This days sales outstanding template demonstrates the calculation of the number of days it takes to collect all accounts receivables. This is what the days sales outstanding template looks like: Download the Free Template Days Sales Outstanding (DSO) represents the average number of days it takes credit sales to be converted…
Equity Risk Premium Template This equity risk premium template shows you how to calculate equity risk premium given the risk-free rate, beta of stock, and expected return on the market. Here is a screenshot of the equity risk premium template: Download the Free Template Equity Risk Premium is the difference between returns on equity/individual stock…
