freefincal

Simple how-to articles and free tools for financing your goals, managing your money, mutual fund and stock investments

Automated Excel Stock Analyzer

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

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.

Subscribe and join the freefincal Youtube community!

 Don't like ads but want to support the site? Subscribe to the ad-free newsletter! 
You will get the full post-ad-free delivered to your inbox for Rs. 3000 a year. Follow this link to read the terms and sign up! 
Want to conduct a sales-free "basics of money management" session in your office?
I conduct free seminars to employees or societies. Only the very basics and getting-started steps are discussed (no scary math):For example: How to define financial goals, how to save tax with a clear goal in mind; How to use a credit card for maximum benefit; When to buy a house; How to start investing; where to invest; how to invest for and after retirement etc. depending on the audience. If you are interested, you can contact me: freefincal [at] Gmail [dot] com. I can do the talk via conferencing software, so there is no cost for your company. If you want me to travel, you need to cover my airfare (I live in Chennai)

Connect with us on social media


Do check out my books


You Can Be Rich Too with Goal-Based InvestingYou can be rich too with goal based investing

My first book is meant to help you ask the right questions, seek the right answers and since it comes with nine online calculators, you can also create customg solutions for your lifestye!Get it now.  It is also available in Kindle format.

Gamechanger: Forget Startups, Join Corporate & Still Live the Rich Life You Want

Gamechanger: Forget Start-ups, Join Corporate and Still Live the Rich Life you want My second book is meant for young earners to get their basics right from day one! It will also help you travel to exotic places at low cost! Get it or gift it to a youngearner

The ultimate guide to travel by Pranav Surya

Travel-Training-Kit-Cover This is a deep dive analysis into vacation planning, finding cheap flights, budget accommodation, what to do when travelling, how travelling slowly is better financially and psychologically with links to the web pages and hand-holding at every step.  Get the pdf for ₹199 (instant download)

Create a "from start to finish" financial plan with this free robo advisory software template


Free Apps for your Android Phone

All calculators from our book, “You can be Rich Too” are now available on Google Play!
Install Financial Freedom App! (Google Play Store)
Install Freefincal Retirement Planner App! (Google Play Store)
Find out if you have enough to say "FU" to your employer (Google Play Store)

About Freefincal

Freefincal has open-source, comprehensive Excel spreadsheets, tools, analysis and unbiased, conflict of interest-free commentary on different aspects of personal finance and investing. If you find the content useful, please consider supporting us by (1) sharing our articles and (2) disabling ad-blockers for our site if you are using one. We do not accept sponsored posts, links or guest posts request from content writers and agencies.

Blog Comment Policy

Your thoughts are vital to the health of this blog and are the driving force behind the analysis and calculators that you see here. We welcome criticism and differing opinions. I will do my very best to respond to all comments asap. Please do not include hyperlinks or email ids in the comment body. Such comments will be moderated and I reserve the right to delete the entire comment or remove the links before approving them.
Updated: August 1, 2016 — 9:47 pm

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.

    1. They call it Microsoft Excel for a good reason! There is no guarantee these files will work in open office.

  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.

    1. They call it Microsoft Excel for a good reason! There is no guarantee these files will work in open office.

  3. gives Err:502 when entering any stock code in openoffice.

  4. gives Err:502 when entering any stock code in openoffice.

  5. 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?

    1. Initially it did not work for me too (I tried after seeing your comment). I tried and it worked. I have reuploaded the file. Please use this one and see.

  6. 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?

    1. Initially it did not work for me too (I tried after seeing your comment). I tried and it worked. I have reuploaded the file. Please use this one and see.

  7. Hello sir, stock price download is not working. Could you please check once

    1. The problem is with moneycontrol. The stocks codes are not consistent. Let me know for what stocks it does not work. I will make necessary corrections and repost

  8. Hello sir, stock price download is not working. Could you please check once

    1. The problem is with moneycontrol. The stocks codes are not consistent. Let me know for what stocks it does not work. I will make necessary corrections and repost

  9. 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.

  10. 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.

  11. I tried with Poly medicure stock, but it is not showing in the dropdown list.

  12. I tried with Poly medicure stock, but it is not showing in the dropdown list.

  13. Moreover after downloading HDFC Bank stocks data, the graph is not showing the adjustment of split etc. as you mentioned. Why this type of error? Is I am missing something?

  14. Moreover after downloading HDFC Bank stocks data, the graph is not showing the adjustment of split etc. as you mentioned. Why this type of error? Is I am missing something?

  15. Poly Medicure works. I just checked now. If you wish, please re-download the file.

  16. Poly Medicure works. I just checked now. If you wish, please re-download the file.

  17. I checked HDFC Bank and it seems to okay. Can you please try again with the new version?

  18. I checked HDFC Bank and it seems to okay. Can you please try again with the new version?

  19. 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?

    1. Super Sir.. it works.. thanks a lot for your time.

  20. 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?

    1. Super Sir.. it works.. thanks a lot for your time.

  21. Hi,

    Each time I try to use MoneyControl sheet, I get Run time error ‘438’

    Thanks,
    Umang

  22. Hi,

    Each time I try to use MoneyControl sheet, I get Run time error ‘438’

    Thanks,
    Umang

  23. 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.

  24. 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.

  25. 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

  26. 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

  27. 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.

  28. 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.

    1. Thank you. Not sure if this will as user friendly as M*

  29. I am getting the error message in Moneytcontrol tab. Run time error 13 – Type Mismatch please help

  30. Thank you. I have corrected it. Please check todays post (17th May) for the new version

  31. Thank you. I have corrected it. Please check todays post (17th May) for the new version

  32. Works perfectly thank you. Your work is very much appreciated .

  33. 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…

    1. Thank you for the useful link.

  34. sir can you also provide present alpha value of stock , or else just i missed to check in excel ??

    1. Alpha calculation has several assumptions and I am not fan of them. So I did not calculate it.

  35. I am unable to download data from Morningstar… it shows blank excel sheet… whats happening… pls help me..

Comments are closed.

freefincal © 2019 Frontier Theme