Click here for descriptions of the Financial Templates and sample outputs

Financial Templates Available Now

  • PROFILE: Analysis of one bank or thrift, detailed ratios and dollars for balance sheet and income statement, unique 'what if' simulation for key profit drivers, comparison graphs, two period analysis Get sample
  • TREND: Individual bank or thrift, detailed ratios and dollars for balance sheet and income statement, trend graphs, one to four period analysis Get sample
  • PEER GROUP: User-defined or standard peer groups compared to one bank or thrift, detailed ratios and dollars for balance sheet and income statement, trend graphs, four period analysis Get sample
  • INDIVIDUAL PEERS: Up to 10 individual peers compared to one bank or thrift, detailed ratios and dollars for balance sheet and income statement, trend graphs, four period analysis Get sample
  • RANKING: One period comparison of a single bank or thrift to a user defined peer group with percentile rankings, peer median and averages, graphical comparisons Get sample
  • LISTS: Two templates, for latest reporting period, one is listing of branches by market area, other is listing of BHC subsidiaries Get sample


Financial Templates Coming Soon

  • Valuation: Balance sheet and income statement projection, with valuation under different assumptions of cash flow and price/equity multiples
  • Complete Bank Financial Database: Historical data base of over one hundred key financial measures for all banks and thrifts in convenient to use Excel format
  • Market Share: Based on deposits by branch, single period report of branch deposits in a user defined market area