Financial Ratio Analysis (Annual) Excel Model
Originally published: 29/04/2019 15:45
Last version published: 30/04/2019 13:53
Publication number: ELQ-38044-2
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Financial Ratio Analysis (Annual) Excel Model

Annual Financial Ratio Analysis tool to compare trends over a 5-year period

This adaptable Financial Ratio Analysis template allows you to compare and analyze the financial ratios for a company over a 5-year period. This is an effective and efficient tool if you are looking to evaluate your company’s strengths and weaknesses and look at different parameters to assess trends in your company’s performance over a time period.

To use this model, just enter the balance data and profit & loss data for each year in order to calculate all the ratios and create a chart for comparison. Once you have input the key data, you will be able to view the worksheet with a summary of all the financial ratios for all years according to different ratio analysis categories (liquidity, activity analysis, profitability & debt management). The template also includes a chart for graphical illustration of the data for a chosen ratio.

If you wish to see how this financial ratio analysis template looks in Microsoft Excel you can download a demo version. The demo version is the same as the real template; however, you will not be able to change anything in the demo version.

If you wish to change something in the template, feel free to contact us to order customization hours at

If you have any questions, or queries, surrounding this tool, you’re able to either start a discussion below or contact us directly via private message via our Eloquens author account! See our channel for additional templates and resources like this one.

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This Best Practice includes
1 Financial Ratio Analysis excel sheet

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  • James Oyuke(last updated: 17/06/2021 10:32)


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Discussion feed for Financial Ratio Analysis (Annual) Excel Model

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  • Mohammed Mahfouz
    I just purchase financial ratio analyses excel temple but its protected sheets I need password
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    • Andrew Grigolyunovich, CFA, CFM, FMVA
      Thank you for your purchase!
      When you bought the product, you received access to two excel spreadsheets. One is a DEMO file and the other is the template itself. You will not be able to edit the DEMO file. As for the "financial_ratio_analysis_annual_basis" excel spreadsheet, although the pages appear to be protected, you have access to all "input" cells that are necessary for calculations (these cells are indicated with a light blue text color).
      arrow_drop_uparrow_drop_downReply reply

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