Social Science & BusinessCorporate Finance

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
Preview of the one-page Corporate Finance cheat sheet: Time value, valuation, CAPM, WACC, capital structure, ratios Cheat sheet locked
the whole course, one page

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

TypeFormulaNote
Annual per year
times/yr years
Continuousif 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

TermUse
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

Unlock the full sheet $4.99 a month or $19 a semester

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.

Your course, your notes, one page.

Make this from your notes

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