The Financial Template Tools from Top Line Advisors are pre-built Excel spreadsheets
that use data downloaded from the FDIC database via their web site (at no cost to you)
to produce insightful analyses of individual or groups of banks, thrifts, and BHCs.
The Financial Template Tools provide you with:
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