Financial Analysis Template
Originally published: 16/02/2020 17:38
Publication number: ELQ-53835-1
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Financial Analysis Template

Financial Analysis Template - 70 Financial Ratios to asses a companies financial health

Description
Financial analysis is used to evaluate economic trends, set financial policy, build long-term plans for business activity, and identify projects or companies for investment. This is done through the synthesis of financial numbers and data.

The template uses a bottom-up approach. It helps user to looks at a specific company and conducts ratio analysis by looking at past performance and expected future performance as investment indicators. These indicators include a company's overall financial health, analysis of financial statements, and other individual indicators of corporate performance over time.

This a user friendly template where user can input certain financial data of a company and can generate over 70 Financial Ratios grouped under 12 heads :

1. Valuation Ratios (P/E, P/FCFF, P/BV, EV/EBITDA, EV/EBIT & more)
2. Per Share Data (EPS, BPS, DPS, FCFF, FCFE & more)
3. Margin Ratios (Gross, EBITDA, EBIT, PBT & PAT)
4. Return Ratios (RoCE, RoE, RoA)
5. DuPont Analysis
6. Growth Metrics (Revenue Growth, EBITDA Growth, EBIT Growth & More)
7. Gearing Ratios (Gross Debt/Assets, Gross & Net Gearing, Financial Leverage & More)
8. Liquidity Ratios (Cash, Current & Quick Ratio)
9. Coverage Ratios (EBIT / Gross Interest, Cash Interest Cover (EBITDA / Interest Paid), Average Gross Debt / EBITDA, EBITDA / Net Interest & More)
10. Activity Ratios (Inventory Turnover, Receivable Turnover & Payable Turnover)
11. Investment Ratios (Operating Cash Flow / EBIT, Capital Expenditure / Revenue and Capital Expenditure / Depreciation)
12. Enterprise Value

This Best Practice includes
1 Excel File

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Further information

Perform Financial Analysis and understand the financial health of a company

Perform Financial Analysis and understand the financial health of a company

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Discussion feed for Financial Analysis Template

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  • Rahul Dalal
    Hi. How is the data fetched? Is it manual or cut-paste from a specific website?
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    • Fin-Wiser Advisory
      Hi Rahul,

      Thanks for downloading the tool. You can either value paste the data or link the input cells to an external file.

      Regards,
      Fin-wiser Team
      arrow_drop_uparrow_drop_downReply reply
      • Rahul Dalal
        Everything in the yellow needs to be plugged in? Also, why is FCFE not calculated through the use of data?
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        • Fin-Wiser Advisory
          Yes Rahul, all the yellow marked cells are input cell.

          For FCFF/FCFE, the idea is to provide flexibility to the user the input the desired number. In case you need to calculate this, the formula is mentioned in the corresponding cell B132 and B133 as a cell comment.
          arrow_drop_uparrow_drop_downReply reply


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