Excel Templates

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Income Statement Template

What is the income statement? The income statement is one of three core statements, both in financial modelling and accounting. The statement displays the company’s revenue, costs, gross profit, selling and administrative expenses, other expenses and income, taxes paid and net profit in a coherent and logical manner. The statement is divided into periods that...

Comparable Company Analysis

What is comparable company analysis? Comparable company analysis (or “comps” for short) is a valuation methodology that looks at ratios of similar public companies and uses them to derive the value of another business. Comps is a relative form of valuation, unlike a discounted cash flow (DCF) analysis, which is an intrinsic form of valuation....

Excel Waterfall Chart Template

How to create a Waterfall chart in Excel Excel Waterfall Chart In Excel 2016 Microsoft finally added a Waterfall chart option. It’s a great way to visually show the effect of positive and negative cash flows, on a cumulative basis. If you’re working in Excel 2013 or earlier version, please follow the instructions below as...

Sharpe Ratio Calculator

About the Sharpe Ratio Calculator The Sharpe Ratio, also known as the Sharpe Index, is named after American economist, William Sharpe. The ratio is commonly used as a means of calculating the performance of an investment after adjusting for its risk. This allows investments of different risk profiles to be compared against each other. In...

Football Field Chart Template

What is a football field chart? A football field chart is used to summarize a range of values for a business, based on different valuation methods. The purpose of the chart is to show how much someone might be willing to pay for a business, whether acquiring all of it, part of it, or even...

IF Statement Between Two Numbers

How to combine IF with AND functions In Excel, you can can combine IF with AND functions to return a value based on two different numbers.  This can be very useful when performing financial modeling and you are creating conditional situations. For example, if you are looking for a formula that will go into to cell B2 and, if...

Index Match Formula (Excel)

What is INDEX MATCH? The INDEX MATCH MATCH function is the combination of two formulas in Excel: INDEX and MATCH. =INDEX() returns the value of a cell in a table based on the column and row number. =MATCH() returns the position of a cell in a row or column. Combined the two formulas can look...

Sales Tax Decalculator

What is a sales tax decalculator? A sales tax decalculator will tell you the pre-tax price of a good or service when the total price and tax rate are known. You can download our free Excel template to determine the pre-tax price. How the decalculator works The Excel de-calculator works by using a formula that...

Countif Multiple Criteria (Excel)

How to countif multiple criteria? ​The Excel formula to countif with multiple criteria is =countifs(). The “s” on the end makes it plural and therefore implies that there are multiple criteria (2 or more). ​In the examples and illustrations below this tutorial will show you exactly how to use countifs in Excel. How to use...