Price/Earnings to Growth Ratio Template This price/earnings to growth ratio template shows you the calculation of the PEG ratio given the share price, EPS, and EPS growth rate. Below is a screenshot of the PEG ratio template: Download the Free Template The PEG ratio is a company’s Price/Earnings ratio divided by its earnings growth rate…
Proforma Earnings Per Share Template This proforma earnings per share template shows you how to calculate the earnings per share assuming a merger and acquisition takes place. Here is a preview of the proforma EPS template: Download the Free Template Proforma earnings per share (EPS) is the calculation of EPS assuming a merger and acquisition (M&A) takes place and…
Revenue Variance Analysis Template This revenue variance analysis template demonstrates how to use the column-based approach to calculate the three different types of revenue variance. This is what the revenue variance analysis template looks like: Download the Free Excel Template Revenue Variance Analysis is used to measure differences between actual sales and expected sales based…
Cost Behavior Analysis Template This cost behavior analysis template shows you how a cost changes with fluctuations in the level of activity relating to that cost. Below is a screenshot of the cost behavior analysis template: Download the Free Template Cost behavior analysis refers to management’s attempt to understand how operating costs change in relation…
Earnings Before Interest & Taxes Template This earnings before interest & taxes template helps you calculate enterprise value, EBIT, and the EV/EBIT ratio. Here is a preview of the EBIT template: Download the Free Template EBIT stands for Earnings Before Interest and Taxes and is one of the last subtotals in the income statement before net income. EBIT is also…
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…
