Automated Excel Stock Analyzer

Published: January 14, 2015 at 9:08 am

Last Updated on

This is a major update to the Excel Stock Analyzer. Company financial data is now automatically downloaded from Morning Star. and stock price history from Money control. Jignesh Acharya pointed out that there are issues with the Yahoo finance stock price downloader.

Here are the main features of the analyzer

Automated-stock-analyzer-1
The ‘Read me first’ page

This is a screenshot of the read-me page.

Valuation sheets 2 and 3 are based on Warren Buffett’s approach to stock valuation.

They help the investor ask and answer questions like

  1. What is the earnings yield? How does it compare with long-term govt. bond yield?
  2. How do returns projected with historical earnings growth fare?
  3. What is the sustainable growth rate of the company, based on ROE and dividend payout ratio?
  4. What is the return on investment based on book value growth rate and for different PE values?

 

Automated-stock-analyzer-2
Input page for getting financials from Morning Star
Automated-stock-analyzer-3
Input page for getting stock price from moneycontrol

Excel-stock-analysis-spreadsheet-1

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The analysis sheet
The analysis sheet

All metrics from the analysis sheet can be graphically analyzed

All metrics from the analysis sheet can be graphically analyzed

Discounted-Cash-Flow-Valuation

New version: Download the automated Excel stock analyzer version 5.0Download the automated Excel stock analyzer version 3.0

Comments and suggestions are welcome.

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M Pattabiraman author of freefincal.comM. Pattabiraman(PhD) is the founder, managing editor and primary author of freefincal. He is an associate professor at the Indian Institute of Technology, Madras. since Aug 2006. Connect with him via Linkedin
Pattabiraman has co-authored two print-books, You can be rich too with goal-based investing (CNBC TV18) and Gamechanger and seven other free e-books on various topics of money management.  He is a patron and co-founder of “Fee-only India” an organisation to promote unbiased, commission-free investment advice.
He conducts free money management sessions for corporates and associations on the basis of money management. Previous engagements include World Bank, RBI, BHEL, Asian Paints, TamilNadu Investors Association etc. For speaking engagements write to pattu [at] freefincal [dot] com

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54 Comments

  1. getting Err:502 when entering the stock name. I am using OpenOffice if it matters. Macros are all enabled. Some issue in VLOOKUP/INDIRECT.

  2. getting Err:502 when entering the stock name. I am using OpenOffice if it matters. Macros are all enabled. Some issue in VLOOKUP/INDIRECT.

  3. Only the stock price download is not working for me (I use Excel 2013). I tried VA Tech Wabag (drop down works). Can you please review?

  4. Only the stock price download is not working for me (I use Excel 2013). I tried VA Tech Wabag (drop down works). Can you please review?

  5. amazing effort Pattu sir…some quick additional stuff I would love to see
    1. yoy growth in operating margins,net margins, net incomes
    2. working capital/sales
    3. Salary cost, avg salary per employee (excluding management salaries)
    4.Interest percentage paid (interest paid/debt outstanding)
    5. Cash from operations-depreciation
    6. % of promoter shareholding
    My apologies if all these are already there in the file and I am unable to see where they are.

    1. Thank you. I have reuploaded the file with yoy op margin and working capital. Other features dont appear to found in the morning star page. Please have a look in the MorningStar Data sheet and let me know if any other information can be added.

  6. amazing effort Pattu sir…some quick additional stuff I would love to see
    1. yoy growth in operating margins,net margins, net incomes
    2. working capital/sales
    3. Salary cost, avg salary per employee (excluding management salaries)
    4.Interest percentage paid (interest paid/debt outstanding)
    5. Cash from operations-depreciation
    6. % of promoter shareholding
    My apologies if all these are already there in the file and I am unable to see where they are.

    1. Thank you. I have reuploaded the file with yoy op margin and working capital. Other features dont appear to found in the morning star page. Please have a look in the MorningStar Data sheet and let me know if any other information can be added.

  7. I tried both coal india and hdfc bank using moneycontrol sheet and in both the cases the excel tool takes hell lot of time to populate and finally it hangs… any help sir?

  8. I tried both coal india and hdfc bank using moneycontrol sheet and in both the cases the excel tool takes hell lot of time to populate and finally it hangs… any help sir?

  9. Amazing Work, Pattu, just to understand a little better, if a stock is showing “overvalued” for a 3 year horizon and shows “undervalued” for 5 years, does it mean that period of owning the share should be more than 3 years (I am referring to Reliance Industries Limited in this case)

    1. I know next to nothing about this. If you are confident about the company one can buy even if the stock is overvalued. I think confidence about the business is more important than valuation results.

    2. Yes it would certainly mean that it is undervalue only if you have a horizon of 5 year or more. But if you are looking to exit in three years, it is over valued for you. Also, lot would depend on assumption you make in B7 and B11. It would move current value significantly.

  10. Amazing Work, Pattu, just to understand a little better, if a stock is showing “overvalued” for a 3 year horizon and shows “undervalued” for 5 years, does it mean that period of owning the share should be more than 3 years (I am referring to Reliance Industries Limited in this case)

    1. I know next to nothing about this. If you are confident about the company one can buy even if the stock is overvalued. I think confidence about the business is more important than valuation results.

    2. Yes it would certainly mean that it is undervalue only if you have a horizon of 5 year or more. But if you are looking to exit in three years, it is over valued for you. Also, lot would depend on assumption you make in B7 and B11. It would move current value significantly.

  11. Hi,

    This is really amazing. Good work and very helpful.

    Something valuable I have always felt while analyzing bulk data is presentation and color coding. For instance large losses or spikes in leverage could be color coded to get highlighted. This can be done using conditional formatting.

    I think it would be helpful because there is far too much data on sheet. and often something critical can get lost in clutter.

    Just a thought.

    But still its wonderful work

    -Rushik

  12. Hi,

    This is really amazing. Good work and very helpful.

    Something valuable I have always felt while analyzing bulk data is presentation and color coding. For instance large losses or spikes in leverage could be color coded to get highlighted. This can be done using conditional formatting.

    I think it would be helpful because there is far too much data on sheet. and often something critical can get lost in clutter.

    Just a thought.

    But still its wonderful work

    -Rushik

  13. I tried with The Byke Hospitality and BHEL . I am getting the error message in Moneytcontrol tab. Run time error 13 – Type Mismatch. Need your help in sorting this.
    Morningstar data is coming correctly. I am trying to automated excel ver 3.

  14. Hi,
    Amazing effort sir. It seems that morningstar data is based on consolidated results of the company. Is there a way to get the data from screener which has both standalone and consolidated data. So the user will both options: standalone and consolidated.

  15. Wonderful sheet. Started looking into the sheet and found that usage of ‘specific codes’ for each stock used by morningstar.in. I stumbled across an address “http://www.morningstar.in/handlers/autocompletehandler.ashx?criteria=stockname” which mimics the search criteria in that website by replacing the “stockname” to the stock name of company. Maybe useful in future versions of the sheet. Just a suggestion… Much appreciated in sharing your work…

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