Best financial model templates for stocks (2026)
Excel models for valuing a public company: built for you from filings, or blank templates to fill in.
The short answer
For valuing a listed company, the best Excel model is one that is already filled in: Investingly builds a driver-based model for any US company from its SEC filings. For learning to build one yourself, Wall Street Prep and Corporate Finance Institute offer free templates and paid training.
Disclosure: we make Investingly. We put it first because it is the only one here that fills the model in for you from the company's filings, with every projection a formula. Every other tool's facts come from its own website, checked October 20, 2026; see how we picked.
At a glance
| # | Tool | Best for | Free plan | Paid price |
|---|---|---|---|---|
| 1 | Investingly | A ready-built model for any US company | Yes; 7-day Pro trial, no card | $30/mo or $240/yr (Pro) |
| 2 | Wall Street Prep (DCF / financial model templates) | Learning to build models | Free DCF model template downloadable via a form on its DCF training guide; free articles … | Not listed |
| 3 | Corporate Finance Institute (CFI) model templates | Templates with courses | Free templates and guides (DCF model template, industry comps templates, 3-statement mode… | Self-Study $323.05/yr (list $497, 35% off); Full-Immersion $465.85/yr (list $847, 45% off), USD |
1. Investingly: A ready-built model for any US companyOur product
Investingly builds an Excel model for a company from its filings: historical statements, a forecast driven by input cells, a DCF, KPIs and a summary sheet.
Strengths
- Filled in from the filings: no copying numbers by hand.
- Every projection is a formula off input cells.
- Your Modeling-tab assumptions carry into the workbook.
Things to know
- Download needs Pro.
- Strongest on US-listed companies; international coverage is newer and growing.
2. Wall Street Prep (DCF / financial model templates): Learning to build models
Wall Street Prep is a financial modeling training company whose free guides include downloadable DCF and other model templates.
Strengths
- Step-by-step DCF guide with sample model template.
- Course packages used by banks for analyst training.
- Worked valuation examples (e.g. Amazon, NVIDIA models).
Things to know
- Coverage: training templates (DCF, 3-statement, M&A, LBO), not market data.
3. Corporate Finance Institute (CFI) model templates: Templates with courses
Corporate Finance Institute is a finance training provider that publishes free Excel templates, including a DCF model, alongside paid certification courses.
Strengths
- Free downloadable DCF model template with assumptions tab and valuation summary.
- Large library of free Excel templates (comps, 3-statement, budgets).
- FMVA and other certifications with paid membership (250+ templates).
Things to know
- Coverage: training templates and courses, not market data.
How we picked
We compared ways to get an Excel model of a public company: whether it comes filled in, how the forecast is built, and price.
Every tool's price and free plan come from its own website on the date shown.
Prices are in US dollars per month unless shown otherwise and change often; each tool's link shows the current price.
Questions
Can I download a financial model for a company in Excel?
Yes. Investingly builds one for any covered US company from its SEC filings; Pro members download it.
Does it work in Google Sheets?
Yes. The workbook uses standard formulas.
How much does Investingly cost?
The Free plan costs nothing. Pro is $30 a month or $240 a year, and new accounts get 7 days of Pro without a card.
More guides
Sources
Information only, not investment advice. Tools' sites read on October 20, 2026; tools change their plans and prices.