The Income Statement Template for Excel is a Microsoft Excel spreadsheet for
practitioners who wish to perform their own valuation and analysis but don't
wish to invest the significant time necessary to create the financial
It is designed to accommodate three periods of data, which can be entered from a
firm's 10-K or 10-Q report (10-K and 10-Q reports are publicly available reports
detailing a company's financial position). The spreadsheet comes pre-configured
to accept the most popular income statement categories, and is easily expandable
by anyone with a basic knowledge of Excel.
A common-size income statement is automatically calculated based on the input
from the 10-K and 10-Q reports. (Common-size income statements are used to show
the percentage of total revenues represented by each item in the income
Date and number fields may be re-formatted by the user (using Excel's built-in
formatting capabilities) to accommodate non-US conventions.
The Income Statement Template for Excel is an excellent tool to use as a basis
for business valuation. Combined with the
Balance Sheet Template for
Cost of Equity
and WACC Calculator for Excel
, you can start building a world-class
valuation model. Or, begin using a world-class valuation model "out-of-the-box"
with our Business
Valuation Model for Excel
This spreadsheet was developed by a CFA charterholder.
The Income Statement Template for Excel runs on any version of Excel from 97-2010.
It is fully compatible with Microsoft Windows 7, Windows Vista and Windows XP.
This product is also compatible with Excel 2004, Excel 2008 and Excel 2011 for Mac running
on Mac OSX Snow Leopard, Leopard or Tiger.