Company research report template excel

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Company research report template excel

Make a simple, reusable Excel workbook with these sheets and quick build steps so you can start immediately:

Sheets: Cover, Exec Summary, Company Info, Financials (Income, BS, Cashflow), Ratios, Valuation (DCF), SWOT & Risks, Sources.
Financials layout: rows = line items (Revenue, COGS, EBIT, Net income, etc.), columns = historical years (3–5) + forecast years (3–5). Turn ranges into Excel Tables.
Key formulas to add: YoY% = (ThisYear-LastYear)/LastYear; CAGR = (End/Start)^(1/periods)-1; Margin = EBIT/Revenue; Free Cash Flow = NOPAT + Depreciation - CapEx - ΔWorkingCapital.
Ratios sheet: Current ratio, Quick ratio, Debt/Equity, ROE, ROA, EBITDA margin. Link to Financials for auto-updates.
Valuation: DCF inputs (revenue growth, margins, WACC, terminal growth), build projection, calculate NPV of FCFs, and a sensitivity table for WACC/terminal growth.
Usability polish: named ranges, XLOOKUP, conditional formatting to flag red/green thresholds, summary charts (revenue, EBITDA margin, valuation bridge), protect template and save as .xltx.

Do you need a pre-built downloadable template for a specific industry (e.g., tech, manufacturing, financials)?

Gemini 2.5 Flash

Company research report template excel

Make a simple, reusable Excel workbook with these sheets and quick build steps so you can start immediately:

Sheets: Cover, Exec Summary, Company Info, Financials (Income, BS, Cashflow), Ratios, Valuation (DCF), SWOT & Risks, Sources.
Financials layout: rows = line items (Revenue, COGS, EBIT, Net income, etc.), columns = historical years (3–5) + forecast years (3–5). Turn ranges into Excel Tables.
Key formulas to add: YoY% = (ThisYear-LastYear)/LastYear; CAGR = (End/Start)^(1/periods)-1; Margin = EBIT/Revenue; Free Cash Flow = NOPAT + Depreciation - CapEx - ΔWorkingCapital.
Ratios sheet: Current ratio, Quick ratio, Debt/Equity, ROE, ROA, EBITDA margin. Link to Financials for auto-updates.
Valuation: DCF inputs (revenue growth, margins, WACC, terminal growth), build projection, calculate NPV of FCFs, and a sensitivity table for WACC/terminal growth.
Usability polish: named ranges, XLOOKUP, conditional formatting to flag red/green thresholds, summary charts (revenue, EBITDA margin, valuation bridge), protect template and save as .xltx.

Do you need a pre-built downloadable template for a specific industry (e.g., tech, manufacturing, financials)?

Claude 4.5 Haiku

Company research report template excel

To build an effective research report in Excel, structure your workbook into these functional tabs:

Dashboard: Place the company name, ticker, and your "Buy/Sell" rating at the top. Use a text box for a concise investment summary. Use Excel’s Data > Stocks tool to pull live pricing, market cap, and 52-week highs automatically.
Comparables (Comps): List 5 direct competitors in rows. Column headers should include P/E Ratio, EV/EBITDA, and Revenue Growth. Use the =AVERAGE() function at the bottom to see if your target company is trading at a discount or premium to the industry.
Financials: Import three years of Income Statement data. Focus on "Common Size" analysis—calculate every line item as a percentage of total revenue to spot margin trends quickly.
Valuation: Create a simple Multiples-based calculation. Set up an "Input" cell for a target P/E ratio, then multiply it by projected Earnings Per Share (EPS) to derive your "Fair Value" price.

Start by activating the Stocks data type to populate your basic metrics, then build your Comps table to establish a valuation baseline.

Are you researching this company for a personal investment, or are you preparing a formal report for a client or supervisor?

See what Claude 4.5 Haiku said

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