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34 Financial Analysis Samples

Every year, a company assesses its performance using tools for critical analysis to determine the management’s strategies that are to be implemented in the next fiscal year. This analysis report is commonly called a financial analysis and is the most widely used evaluation tool of various business industries.

Financial analysis contains different types of generated numerical data that the management presents these analysis in writing to become more understandable to the interested audience. Learn the outline of a financial analysis and its key features with the aid of the following financial analysis samples available for you to peruse and to download.

Company Financial Analysis Templates

Insurance Company Financial Analysis

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Size: 407 KB

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Financial Analysis for Trading Company

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Size: 200 KB

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Company Financial Health Analysis

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Size: 137 KB

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What Is a Financial Analysis?

A financial analysis is a business process of assessing the overall performance and stability of a business or a project. This serves as an evaluation on the viability and the profitability of a business resulting from the implementation of business strategies to the operations of the business.

Key Features of a Financial Analysis

With the sample financial analysis template in Word format provided on the free analysis templates on this website, here are the key elements of a financial analysis, as follows:

  • Business Revenue – This section of the financial analysis defines how much growth the revenue has increased over the period, which of the customers form part of the percentage of revenue, and how much productivity your business has.
  • Gross Profit – There are many factors within a business that affects the profits of the business. In connection with this, the information under this feature shows how these factors has affected the company in relation to its profits.
  • Efficiency in Operations – A financial analysis is a tool for the management to know how efficient the business strategies are in the course of the business operations. Turnovers of accounts receivable and inventory defines that efficiency.
  • Capital Efficiency – This information provides assessment on the equity of the business which interests the investors and lenders.
  • Liquidity and Solvency – A business must be liquid and solvent at all times in order to remain running. This section presents the financial data to prove the liquidity and the solvency of the business.

Financial Feasibility Analysis Templates

Financial Maintenance Feasibility Analysis

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Size: 125 KB

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Financial and Economic Feasibility Analysis

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Size: 77 KB

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Financial Risk Analysis Templates

Financial Statement Risk Analysis

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Size: 70 KB

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Advanced Financial Risk Analysis

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Size: 70 KB

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Blank Financial Risk Analysis

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Size: 6 KB

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Corporate Financial Analysis Templates

Corporate Finance and Financial Analysis

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Size: 104 KB

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Analysis for Corporate Financial Statement

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Size: 190 KB

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Corporate Reporting and Financial Analysis

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Size: 53 KB

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Financial Analysis Template Types

The financial analysis templates on this website present different formats applicable to various uses of financial analysis. For you to have less difficulty in browsing through these templates, here are the financial analysis templates as listed below:

Financial Analysis Templates by Objective:

  • Financial Feasibility Analysis – Feasibility studies need the information of a financial analysis for an entity to know the competitive edge of a business within a market as seen on the sample competitive analysis template.
  • Financial Risk Analysis – Corporate business face different financial risks everyday both in the operations and the investment sides which requires the use of this analysis template.
  • Project Financial Analysis – Projects are proposed to clients with the information as seen on the sample analysis template under this category for the client to know how feasible the project is.
  • Financial Report Analysis – Financial statement analysis examples on this website form part of this analysis template which is derived from the financial statements of the company.
  • Financial Needs Analysis – This analysis template refers to the financial planning of the received grant of financial aid applicable to non profit organizations.
  • Financial Impact Analysis – The information under this analysis template highlights how much of the changes in the market impacted the business as a whole.
  • Personal Financial Analysis – This template is applicable to an individual undergoing financial management of his personal investments.

Financial Analysis Templates by Format:

  • Financial Ratio Analysis – Part of a financial analysis is the use of the financial ratios as depicted on this analysis template.
  • Financial SWOT Analysis – The strengths, weaknesses, threats, and opportunities of a business project is focused on this analysis template helping the interested individuals in making decisions regarding the project.
  • Monthly Financial Analysis – This analysis template provides different monthly financial analysis formats applicable to a standard business financial analysis.

Personal Financial Analysis Templates

Blank Personal Financial Analysis

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Size: 171 KB

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Project Financial Analysis Templates

Financial Analysis for Project Property

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Size: 368 KB

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Project Accounting Financial Analysis

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Size: 146 KB

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Financial Analysis for Project Management

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Size: 489 KB

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Project Financial Analysis Example

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Size: 174 KB

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Financial Report Analysis Templates

Financial Reporting Analysis

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Size: 118 KB

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Financial Analysis Sample Report

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Size: 364 KB

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Financial Corporation Analysis

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Size: 2 MB

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Financial Ratio Analysis Templates

Financial Statement Ratio Analysis

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Size: 780 KB

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Standard Financial Ratio Analysis

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Size: 92 KB

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Outline of a Financial Analysis

A financial analysis may be used for different types of purposes but the outline of a financial analysis remains similar to all of these types. The following is a basic outline of a financial analysis:

  • Thesis/Analysis Statement – This statement is the objective of the financial analysis and the question which should be answered at the end of the analysis.
  • Methods of Data Collection – Similar to the feasibility analysis templates, a description on how the analysts gathered the financial data is indicated under this section of the outline.  
  • Valuation Method – This section is the most essential data to be extensively researched which includes the a determined value of a company’s investment.
  • Financial Risks – These risks pertaining to the uncontrollable market conditions and events that greatly affect the business.
  • Results of the Analysis – This section includes the results of the financial analysis derived from the data gathered, which includes financial ratios and graphs.
  • Recommendation and Conclusion – A summary of all the key points of the financial analysis together with the findings and the answer to thesis statement at the start of the analysis.

Financial SWOT Analysis Templates

Financial Services SWOT Analysis

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Size: 362 KB

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Business Financial Analysis Templates

Financial Statement Analysis for Small Business

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Size: 487 KB

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Free Business Financial Analysis

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Size: 515 KB

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Analysis for Business Financial Performance

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Size: 159 KB

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Financial Needs Analysis Templates

Analysis for Financial Aid Needs

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Size: 236 KB

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Financial Planning Needs Analysis

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Size: 71 KB

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Blank Financial Needs

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Size: 678 KB

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Financial Needs Analysis Example

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Size: 739 KB

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Financial Impact Analysis Templates

Analysis for Financial Business Impact

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Size: 26 KB

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Financial Impact Statement Analysis

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Size: 101 KB

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Free Financial Impact Analysis

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Size: 252 KB

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Monthly Financial Analysis Templates

Monthly Financial Analysis Example

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Size: 10 KB

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Analysis for Monthly Financial Income

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Size: 134 KB

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Basic Data Used on a Financial Analysis

As depicted on the sample data analysis template on this website, a business conducts a financial analysis with the following basic data of financial analysis:

  • Past performance of the company – This includes financial information of the past fiscal years within the same company. This data lets the management know how the business fared within the past few years.
  • Future business performance – The financial data under this category involved present and future values, which entails the use of certain mathematical techniques. This serves as a prediction of the company for the future.
  • Comparison between business’ performances – Financial statements are compared between businesses in the same industry. This include financial income analysis indicated on the cash flow analysis templates.
  • Financial Ratios – These percentages and numerical data are derived from financial statements and reports of the business which determines the solvency, profitability, or growth of a business through the years.

A financial analysis is an effective tool for the company to refer to in devising new tactics for the next fiscal year. These financial analysis sample templates can be downloaded for your utilization as your reference in the creation of a financial analysis for your business.

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