Archives: Resources

Market to Book (Price to Book) Ratio Template

Market to Book (Price to Book) Ratio Template This market to book (price to book) ratio template allows you to calculate the Market/Book ratio using the market capitalization and the net book value. Here is a preview of the market to book ratio template: Download the Free Template The Market to Book ratio (or Price…

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Equity Beta Asset Beta Conversion Template

Equity Beta Asset Beta Conversion Template The following equity beta asset beta conversion template allows you to convert between equity beta and asset beta. Below is a preview of the equity beta asset beta converter: Download the Free Template Unlevered beta (or asset beta) is the beta of a company without the impact of debt….

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CAPM Formula Template

CAPM Formula Template This CAPM formula template will help you calculate the required rate of return for investing in a security given the risk-free return and risk premium. This is what the CAPM template looks like: Download the Free Template Download CFI’s free Excel template now to advance your finance knowledge. The Capital Asset Pricing…

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Cost of Goods Manufactured Template

Cost of Goods Manufactured Template This cost of goods manufactured (COGS) template lays out a schedule of COGM using the amount of direct materials, direct labor, manufacturing overhead, and work in process inventory. Here is a preview of the COGM template: Download the Free Template Cost of Goods Manufactured (COGM) is a term used in…

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Marginal Cost Calculator

Marginal Cost Calculator This marginal cost calculator allows you to calculate the additional cost of producing more units using the formula: Marginal Cost = Change in Costs / Change in Quantity Here is a preview of the marginal cost calculator: Download the Free Template Marginal cost represents the incremental costs incurred when producing additional units…

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CapEx Formula Template

CapEx Formula Template This CapEx Formula template helps you calculate the amount of capital expenditures using numbers in the income statement and balance sheet. Below is a screenshot of the CapEx Formula template: Download the Free Template Click the button below to download our free CapEx Formula template! How to Calculate CapEx CapEx (short for…

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Cohort Analysis Template

Cohort Analysis Template This cohort analysis template is a useful tool for customer behavior analysis using a large data set. Below is a screenshot of the cohort analysis template: What is Cohort Analysis? Cohort Analysis is a form of behavioral analytics that takes data from a given subset like a SaaS business, game, or e-commerce platform,…

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Capitalization Table Template

Capitalization Table Template This capitalization table (cap table) template is a helpful tool for a startup company or early-stage venture to list all the company’s securities. Here is a preview of the capitalization table template: Download the Free Capitalization Table Template Download CFI’s Excel template to advance your finance knowledge and perform better financial analysis. A…

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Consolidation Model Template

Consolidation Model Template The following consolidation model template helps you summarize the financial performance of multiple business units into a consolidated model. Below is a screenshot of the consolidation model template: Download the Consolidation Model Template Click the button below to download our free Consolidation Model Template! How to Build a Construction Model A Consolidation…

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Personal Financial Statement Template

Personal Financial Statement Template This personal financial statement template is a great tool to keep track of your personal assets, liabilities, income, and expenses. This is what the personal financial statement template looks like: Download the Free Template Click the button below to download CFI’s free Personal Financial Statement template! A personal financial statement is…

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