Excel Financial Modeling Templates

Download our free Excel and financial modeling templates to take your finance career to the next level.

Income Statement Template

Download WSO's free Income (P&L) Statement Excel template. Practice by entering your own numbers in the actual and expected columns.

3 Statement Financial Model

Download WSO's free 3 statement financial model to understand how the income statement, balance sheet, and cash flow are linked.

Debt Schedule Template

Download WSO's free debt schedule template to model for debt obligations and understand the affect of debt on valuations.

Free Cash Flow to Equity (FCFE)

Get the free Excel Free Cash Flow to Equity Template to learn more about how the final piece of the valuation model works.

DCF Model Template

Download WSO's free DCF model template to calculate the net present value (NPV) using a discount rate and free cash flow.

Sensitivity Analysis Table

Download the free sensitivity analysis table template to analyze the effects of various inputs on your valuation.

List of Free Excel Financial Model Templates

Explore and download our free Excel Financial Modeling templates below, designed to be flexible and help you perform various kinds of financial analysis and build financial models. Use these to expand your knowledge and develop your Excel financial modeling skills.

We have divided them based on industry (investment banking, private equity, hedge fund).

Investment Banking Model Templates

All Financial Modeling Templates - Download Free Excel Templates Resources:

#

3-Statement Financial Model Template
By:Kevin Henderson

A

Accretion Calculation Model Template
By:Rohan Arora
Acquisition Schedule Template
By:Adin Lykken
Amortization Schedule Template
By:Manu Lakshmanan
APV Valuation Model Template
By:Josh Pupkin

B

Balance Sheet Template
By:Hassan Saab

C

Cash Flow Statement Template
By:Matthew Retzloff

D

Debt Rating Costs Schedule Template
By:Christopher Haynes
Debt Schedule Template
By:Rohan Arora
Dilution Calculation Model Template
By:Matthew Retzloff
Discounted Cash Flow (DCF) Model Template
By:Austin Anderson

F

Fixed Asset Schedule Template
By:Kevin Henderson
Forecast Drivers Model Template
By:Christy Grimste
Free Cash Flow To Equity Model Template
By:Sid Arora

I

Income Statement Template
By:Matthew Retzloff
Income Tax Schedule Template
By:Matthew Retzloff
Intangibles Schedule Template
By:Adin Lykken
Interest Payments Template
By:Christopher Haynes
Inventory Reserve Schedule Template
By:Christy Grimste

L

Leveraged Buyout (LBO) Model Template
By:Christopher Haynes

M

Multiples Analysis Model Template
By:Christopher Haynes

N

Net Operating Loss Carryforward Template
By:Austin Anderson

P

Pharma And Healthcare Stock Pitch Template
By:Himanshu Singh
Plant, Property, and Equipment (PPE) Schedule Template
By:Manu Lakshmanan
Private Equity Distribution Waterfall Template
By:Kevin Henderson
Private Equity Returns Model Template
By:Adin Lykken
Public To Private LBO Model Template
By:David Bickerton

R

R&D Capitalization Model Template
By:Josh Pupkin
Real Estate Private Equity (REPE) Model Template
By:Osman Ahmed
Reasonability Check Model Template
By:Christopher Haynes
Revenue Sensitivity Model Template
By:Andy Yan

S

Sensitivity Analysis Template
By:Kevin Henderson
Shareholders' Equity Model Template
By:Elliot Meade
Shares Outstanding Model Template
By:Christy Grimste

U

Unlevering Betas Model Template
By:Rohan Arora

W

WACC Calculator Template
By:Austin Anderson
Working Capital Model Template
By:Matthew Retzloff

Private Equity Model Templates

Hedge Fund Model Templates

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Additional Free WSO Resources

To continue learning and advancing your career in finance, check out these additional free WSO templates: