Comparative Financial Analysis
Free comparative analysis template for Excel. Horizontal analysis, vertical analysis, and financial ratios with year-over-year comparison.
| Line Item | 2023 | 2024 | YoY % |
|---|---|---|---|
| Horizontal Analysis ($) | |||
| Total Revenue | $500,000 | $650,000 | +30.0% |
| Gross Profit | $200,000 | $273,000 | +36.5% |
| Net Income | $75,000 | $110,000 | +46.7% |
| Vertical Analysis (% of Revenue) | |||
| Cost of Goods Sold | 60.0% | 58.0% | -2.0pp |
| Operating Expenses | 25.0% | 23.1% | -1.9pp |
| Net Profit Margin | 15.0% | 16.9% | +1.9pp |
| Key Ratios | |||
| Current Ratio | 1.5 | 1.8 | +0.3 |
| Quick Ratio | 0.9 | 1.2 | +0.3 |
| Debt-to-Equity | 0.6 | 0.5 | -0.1 |
| Return on Equity | 18.2% | 22.4% | +4.2pp |
Comparative Financial Analysis
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Horizontal Analysis
Year-over-year dollar changes
Vertical Analysis
Common size percentages
Liquidity Ratios
Current, quick ratios
Profitability Ratios
ROE, profit margins
How to Use
1. Enter financial data for two or more periods.
2. Automatic horizontal analysis shows dollar changes.
3. Automatic vertical analysis calculates percentages.
4. Key ratios are calculated automatically.
What's Included
Comprehensive financial analysis:
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