Financial Modeling and Financial
ValuationModeling
– Key Formulas
and Financial
Valuation
& Concepts
Modeling
– Keyfor
Formulas
and
Investment
Valuation
& Concepts
Analysis
– Keyfor
Study
Formulas
Investment
Guide
& Concepts
(1).pdf
Analysis for
Study
Investment
Guide (1).pdf
Analysis Study Guide (1).pdf
● Financial Modeling and Valuation –
Key Formulas & Concepts for
Investment Analysis Study Guide
Guidehttps://www.stuvia.com/dashboard!@_)#*)(@$)($@*($@)($@*_
Financial Modeling and Financial
ValuationModeling
– Key Formulas
and Financial
Valuation
& Concepts
Modeling
– Keyfor
Formulas
and
Investment
Valuation
& Concepts
Analysis
– Keyfor
Study
Formulas
Investment
Guide
& Concepts
(1).pdf
Analysis for
Study
Investment
Guide (1).pdf
Analysis Study Guide (1).pdf
, Financial Modeling and Valuation_ Key Formulas and Concepts for Investment Analysis.pdf
Financial Modeling and Valuation_ Key Formulas and Concepts for Investment Analysis.pdf
Financial Modeling and Valuation_ Key Formulas and Concepts for Investment Analysis.pdf
Terms in this set (34)
What is the correct order for building a forecast Start with assumptions, build the income statement, convert net income to
model? free cash flow, then evaluate the investment with NPV/IRR.
Revenue forecasting formula Revenue_t = Revenue_(t-1) x (1 + growth rate)
What is the difference between variable and fixed Variable costs (COGS, overhead) are modeled as a percent of revenue
costs in a forecast? and grow with it. Fixed costs stay constant across years unless stated
otherwise.
Gross Profit formula Gross Profit = Revenue - COGS
EBITDA formula EBITDA = Gross Profit - Fixed Costs - Overhead
Straight-line depreciation formula Depreciation = Initial Investment / Useful Life
EBIT formula EBIT = EBITDA - Depreciation
Financial Modeling and Valuation_ Key Formulas and Concepts for Investment Analysis.pdf
Financial Modeling and Valuation_ Key Formulas and Concepts for Investment Analysis.pdf
Financial Modeling and Valuation_ Key Formulas and Concepts for Investment Analysis.pdf
ValuationModeling
– Key Formulas
and Financial
Valuation
& Concepts
Modeling
– Keyfor
Formulas
and
Investment
Valuation
& Concepts
Analysis
– Keyfor
Study
Formulas
Investment
Guide
& Concepts
(1).pdf
Analysis for
Study
Investment
Guide (1).pdf
Analysis Study Guide (1).pdf
● Financial Modeling and Valuation –
Key Formulas & Concepts for
Investment Analysis Study Guide
Guidehttps://www.stuvia.com/dashboard!@_)#*)(@$)($@*($@)($@*_
Financial Modeling and Financial
ValuationModeling
– Key Formulas
and Financial
Valuation
& Concepts
Modeling
– Keyfor
Formulas
and
Investment
Valuation
& Concepts
Analysis
– Keyfor
Study
Formulas
Investment
Guide
& Concepts
(1).pdf
Analysis for
Study
Investment
Guide (1).pdf
Analysis Study Guide (1).pdf
, Financial Modeling and Valuation_ Key Formulas and Concepts for Investment Analysis.pdf
Financial Modeling and Valuation_ Key Formulas and Concepts for Investment Analysis.pdf
Financial Modeling and Valuation_ Key Formulas and Concepts for Investment Analysis.pdf
Terms in this set (34)
What is the correct order for building a forecast Start with assumptions, build the income statement, convert net income to
model? free cash flow, then evaluate the investment with NPV/IRR.
Revenue forecasting formula Revenue_t = Revenue_(t-1) x (1 + growth rate)
What is the difference between variable and fixed Variable costs (COGS, overhead) are modeled as a percent of revenue
costs in a forecast? and grow with it. Fixed costs stay constant across years unless stated
otherwise.
Gross Profit formula Gross Profit = Revenue - COGS
EBITDA formula EBITDA = Gross Profit - Fixed Costs - Overhead
Straight-line depreciation formula Depreciation = Initial Investment / Useful Life
EBIT formula EBIT = EBITDA - Depreciation
Financial Modeling and Valuation_ Key Formulas and Concepts for Investment Analysis.pdf
Financial Modeling and Valuation_ Key Formulas and Concepts for Investment Analysis.pdf
Financial Modeling and Valuation_ Key Formulas and Concepts for Investment Analysis.pdf
