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Comparable Company Analysis Template

Comparable Company Analysis Template This comparable company analysis template demonstrates how to compute and compare the valuation ratios of industry competitors. Below is a screenshot of the comparable company analysis template: Download the Free Template Comparable company analysis (or “comps” for short) is a valuation methodology that looks at ratios of similar public companies and uses them…

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Exchange Ratio Template

Exchange Ratio Template This exchange ratio template shows you how to calculate an exchange ratio using the offer price for the target’s shares and the acquirer’s share price. Here is a screenshot of the exchange ratio template: Download the Free Template In mergers and acquisitions (M&A), the share exchange ratio measures the number of shares the acquiring…

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Margin of Safety Template

Margin of Safety Template This margin of safety template will allow you to calculate the margin of safety given the profits and break-even point. Below is a preview of the margin of safety template: Download the Free Template The margin of safety is the difference between the amount of expected profitability and the break-even point….

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Diluted EPS Formula Template

Diluted EPS Formula Template This Diluted EPS Formula template shows you how to compute the diluted earnings per share using information from the income statement and an employee option schedule. This is what the diluted EPS formula template looks like: Download the Free Template The Diluted EPS formula is equal to Net Income less preferred dividends, divided by…

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Quick Ratio Template

Quick Ratio Template This quick ratio template helps you calculate the quick ratio given the amount of cash, marketable securities, accounts receivable, and accounts payable. Below is a screenshot of the quick ratio template: Download the Free Template The Quick Ratio, also known as the Acid-test or liquidity ratio, measures the ability of a business…

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Debt Equity Ratio Template

Debt-Equity Ratio Template This debt-equity ratio template shows you how to calculate D/E ratio given the amounts of short-term and long-term debt and shareholder’s equity. This is what the debt-equity ratio template looks like: Download the Free Template The Debt-to-Equity ratio (also called the “debt-equity ratio”, “risk ratio” or “gearing”), is a leverage ratio that…

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XIRR vs IRR Template

XIRR vs. IRR Template This XIRR vs. IRR template allows you to differentiate between the use of IRR and XIRR functions to compute the internal rate of return. Below is a screenshot of the XIRR vs. IRR template: Download the Free Template Download CFI’s free Excel template now to advance your finance knowledge and perform…

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EBIT vs EBITDA Template

EBIT vs. EBITDA Template This EBIT vs. EBITDA template will help you distinguish between EBIT and EBITDA calculations. This is what the EBIT vs. EBITDA template looks like: Download the Free Template EBIT stands for: Earnings Before Interest and Taxes. EBITDA stands for: Earnings Before Interest, Taxes, Depreciation, and Amortization. The difference between EBIT and EBITDA is that Depreciation and Amortization have been added back to Earnings in EBITDA, while they are not…

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Perpetuity Calculator

Perpetuity Calculator This perpetuity calculator shows you how to compute the present value of perpetuity and perpetuity with growth. Below is a screenshot of the perpetuity calculator: Download the Free Template Perpetuity in the financial system is a situation where a stream of cash flow payments continues indefinitely or is an annuity that has no…

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Market Risk Premium Template

Market Risk Premium Template This market risk premium template will show you how to compute the market risk premium using the expected rate of return and the risk-free rate. Below is a preview of the market risk premium template: Download the Free Template The market risk premium is the additional return an investor will receive…

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