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Banking company financial analysis One-Pager template with a company overview, loans and deposits, revenue by region, net interest income and key financials

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About this Banking Company Financial Analysis one pager template

Bank accounts are hard to read until loans, deposits and interest income sit side by side. This banking company financial analysis one pager template puts them there: a company overview, loans and deposits charted, where revenue comes from, net interest income by month and the key financials. Finance students, analysts and investors use it for equity research, coursework and stock pitch competitions. Fill it with a real bank's figures and the investment case is clear enough to discuss in any class or meeting, without opening a spreadsheet. Net interest income by month shows how rate changes hit the bank.

Banking Company Financial Analysis One-Pager Template

Track a bank's loans, deposits, income and key ratios across the years

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What’s on it

  • Key pointsCompany Overview
  • Stacked bar chartLoans and Deposits ($B)
  • MapWhere Our Revenue Comes From
  • Area chart of a trendNet Interest Income by Month ($M)
  • TableKey Financials

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