Common Size Financial Statement

Free common size financial statement template for Excel. Express all line items as percentages of revenue for easy comparison.

Line Item 2023 2024 Ind. Avg
Income Statement (% of Revenue)
Revenue 100.0% 100.0% 100.0%
Cost of Goods Sold 60.0% 58.0% 62.0%
Gross Profit 40.0% 42.0% 38.0%
Operating Expenses 25.0% 23.1% 24.0%
Operating Income 15.0% 18.9% 14.0%
Interest Expense 3.0% 2.5% 2.0%
Net Income 9.0% 12.3% 9.0%
Balance Sheet (% of Total Assets)
Total Assets 100.0% 100.0% 100.0%
Current Assets 45.0% 52.0% 40.0%
Fixed Assets 55.0% 48.0% 60.0%
Current Liabilities 30.0% 28.0% 25.0%
Long-term Debt 25.0% 20.0% 30.0%
Equity 45.0% 52.0% 45.0%

Common Size Financial Statement

Excel (.xlsx) • PDF (.pdf) • Vertical Analysis • Industry Benchmarking • Free download

Excel (.xlsx) PDF (.pdf) Google Sheets
Vertical Analysis Express as % of revenue
Industry Comparison Benchmark vs industry
Multi-Period Compare years easily
Auto-Calculations Percentages computed

How to Use

1. Enter dollar amounts from your financial statements.

2. Automatic conversion to percentage of revenue.

3. Compare periods side by side.

4. Add industry benchmarks for comparison.

What's Included

Common size statements for:

Income Statement Balance Sheet Cash Flow Industry Benchmarks Trend Analysis Auto-calc

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