Get your own Financial Analysis

A ready-to-use Excel template that turns company data into a clear financial analysis, especially designed for SMEs, with ratios, DuPont breakdown, working capital, and structured statements already built in.

Especially designed for SMEs
20+ auto-calculated ratios
Up to 11 years of data
Instant download
Template Preview
$59.99 USD one-time
Financial model
Built for clear, client-ready analysis
20+ Ratios included
11Y Historical coverage
3 Structured worksheets
100% Editable formulas

Three sheets. Everything you need.

The template is structured so you can go from raw financial data to a complete analysis in minutes.

1

Raw Financial Data

Input up to 11 years of annual financial data. Compatible with SABI database exports — just paste and go.

11-year history SABI-ready Annual data
2

Balance Sheet & P&L

Automatically structured balance sheet and income statement, formatted for professional presentation.

Balance sheet Income statement Cash flow EBITDA
3

Full Ratio Analysis

All ratios auto-calculated from your data. Grouped by category for clear, structured reporting.

20+ ratios DuPont model Working capital Per-employee

20+ financial ratios, auto-calculated

Every ratio is derived directly from your balance sheet and P&L — no manual formula building required.

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Profitability

  • ROE — Return on Equity
  • ROA — Return on Assets
  • ROCE — Return on Capital Employed
  • Net profit margin (%)
  • EBIT & EBITDA
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Operations

  • Asset turnover
  • Inventory turnover
  • Days receivable (DSO)
  • Days payable (DPO)
  • Interest coverage
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Structure & Solvency

  • Solvency ratio
  • Liquidity ratio
  • Leverage (gearing)
  • Financial autonomy
  • Firmeza ratio (ANC/PNC)
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Per Employee

  • Profit per employee
  • Revenue per employee
  • Average employee cost
  • Equity per employee
  • Labor cost / revenue (%)
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DuPont Analysis

  • ROE decomposition
  • Asset rotation
  • Financial leverage effect
  • Cost of debt (i)
  • Profit margin × turnover
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Working Capital & Cash Cycle

  • Working capital (FM)
  • Average maturity period (PMM)
  • Cash conversion cycle
  • Collection period (PC)
  • Payment period (PP)

One financial analysis Excel template. One price.

Buy once, use forever — on as many companies as you want.

Financial Analysis Template

Complete Company Financial Analysis

$59.99

One-time payment · Instant delivery

Buy now — $59.99 USD →

🔒 Secure checkout via Payhip · File delivered instantly by email

Built for serious financial ratio analysis

Not a generic template — designed specifically for in-depth company financial analysis.

Ready in minutes

Paste your data, and every ratio, chart, and statement updates automatically.

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Presentation-ready

Clean, structured layout designed to share directly with management or clients.

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Up to 11 years of data

Track long-term financial trends and cycles, not just a single snapshot.

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Fully unlocked

Every formula is editable. Adapt the model to your specific accounting needs.

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Instant delivery

After payment, the file and your invoice arrive in your inbox automatically.

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Lifetime updates

Any future improvements to the template are yours at no extra cost.

Frequently asked questions

Everything you need to know before purchasing.

You need a company's annual balance sheet and income statement figures. The template is structured to accept data directly from SABI (Sistema de Análisis de Balances Ibéricos) exports, but you can also enter the figures manually from any financial report. Up to 11 years of annual data are supported.

Immediately after your payment is confirmed, Payhip automatically sends the .xlsx file and your invoice to the email address used at checkout. No account is required. Check your spam folder if you don't see it within a couple of minutes.

Yes. Upload the .xlsx file to Google Drive and open it with Google Sheets. All formulas and calculations are compatible. Some advanced Excel formatting may look slightly different, but all calculations will work correctly.

Yes — you buy the template once and can use it to analyze as many companies as you like. Simply duplicate the file for each company you analyze.

Because the file is delivered digitally and instantly, we do not offer refunds as standard. However, if you experience a technical issue or the file doesn't open correctly, contact us at hello@datalitycs.com and we will resolve it immediately.