Finance Formulas Cheat Sheet — 1-page PDF
Time value, valuation, CAPM, WACC, capital structure, ratios. The whole course on one dense, printable page for your midterm or final, with every formula typeset and worked examples where they help.
The first part is free below. See pricing →
For a specific exam: Corporate Finance Midterm study sheet, Corporate Finance Final exam study sheet.
- 1 pageUS Letter
- 9 sections10 topics
- Free previewfull sheet with Unlimited
Cheat sheet locked
On the sheet
What’s on it
The topics a typical Corporate Finance exam tests, all on the one page.
- Time value of money
- Annuities and perpetuities
- NPV and IRR
- Bond valuation
- Stock valuation: dividend discount
- CAPM and beta
- WACC
- Capital structure
- Payback period
- Financial ratios
Free preview
The free part, as text
The free part of the sheet, section by section. Unlock the full sheet to read the rest, edit any block, and print it or save it as a PDF.
01Time Value
- Present value (PV)
- Today’s value of future cash flows discounted at rate .
- Future value (FV)
- Value at end of periods after compounding at rate .
Single sum FV
per period, periods.
Single sum PV
Discount one future cash flow.
Compounding conventions
| Type | Formula | Note |
|---|---|---|
| Annual | per year | |
| times/yr | years | |
| Continuous | if given continuous compounding |
Watch out:Match and timing. Nominal APR ≠ effective annual rate unless compounding annually.
02Annuities
- Ordinary annuity
- Equal cash flow each period, paid at end of each period.
- Annuity due
- Equal cash flow each period, paid at beginning of each period.
03Bonds
- Bond price
- PV of coupon payments plus PV of face value.
Bond price
coupon, face value, yield to maturity.
Coupon
(annual)(if payments/yr)
annual coupon rate, face value; use per-period coupon in bond pricing.
Yield / price
For plain-vanilla bonds.
Zero-coupon bond
No coupons.
Current yield
Not same as YTM.
Watch out:Bond prices and yields move inversely.
04Stock Value
- Dividend discount model (DDM)
- Stock value equals PV of expected dividends.
DDM
required return on equity.
05WACC
Equity cost from CAPM
Plug into WACC.
After-tax debt cost
Interest tax shield lowers debt cost.
Capital components
| Term | Use |
|---|---|
| market value of equity | |
| market value of debt | |
| corporate tax rate |
Watch out:Use market values, not book values, in WACC.
06Capital Structure
- Capital structure
- Mix of debt and equity financing.
- Trade-off idea
- Debt tax shield vs financial distress costs.
Levered equity risk
If asset beta known; assumes debt beta≈0.
Value with tax shield
Under basic MM with corporate taxes.
Cheat sheet locked
Also on the full Corporate Finance sheet
7 more sections, with every definition, formula and worked example. Unlimited unlocks every full sheet in the library to edit, print or save as a PDF, and makes unlimited sheets from your own notes.
Annuities
- Ordinary annuity PV
- Ordinary annuity FV
- Annuity due
- Perpetuity
- Growing perpetuity
NPV / IRR
- Net present value (NPV)
- NPV
- Internal rate of return (IRR)
- IRR rule
- NPV vs IRR
Stock Value
- Gordon growth
- Expected return
- Two-stage idea
CAPM / Beta
- Beta
- CAPM
- Market risk premium
- Beta intuition
WACC
- Weighted average cost of capital (WACC)
- WACC
Capital Structure
- Leverage effects
Payback / Ratios
- Payback period
- Payback
- Discounted payback
- Common ratios
FAQ
Questions
About the Corporate Finance sheet and making your own.
- What does this Corporate Finance cheat sheet cover?
- It has 9 sections: Time Value, Annuities, NPV / IRR, Bonds, Stock Value, CAPM / Beta, WACC, Capital Structure and Payback / Ratios. Together they cover the topics a typical Corporate Finance exam tests, including time value of money, annuities and perpetuities, NPV and IRR and bond valuation.
- Is the finance formulas cheat sheet free?
- The first part is free to read on this page, with no account needed. The full sheet opens in the app with Unlimited ($4.99 a month or $19 for a semester), where you can edit it, print it or save it as a PDF. It is one US Letter page and prints cleanly in black and white or colour.
- Can I bring this Corporate Finance cheat sheet to my exam?
- Only if your course allows a note sheet, so check the syllabus. This one is a single US Letter page. If your exam allows a different size, such as a 3x5 or 4x6 index card or one page front and back, Cheat Sheet AI makes one at exactly that size from your own lecture notes.
- How accurate is it?
- The sheet was written by our engine from a standard course outline, then a second model fact-checked every formula and statement against it; it corrected 4 statements before publishing. Notation and emphasis vary between courses, so check it against your own lecture notes.
- Can I make a Corporate Finance sheet from my own notes?
- Yes. Upload your lecture slides, notes or study guide and Cheat Sheet AI writes a sheet in your course's notation, sized to exactly the space your exam allows. Your first sheets are free.
Keep going
More sheets
All 40 sheets are in the sheet library.
Your course, your notes, one page.
Upload your own Corporate Finance slides or notes and get a study sheet in your course’s notation. Your first sheet needs no account, and a free account adds one more. See pricing