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

Join our 1500+ Facebook Group on Portfolio Management! Losing sleep over the market crash? Don't! You can now reduce fear, doubt and uncertainty while investing for your financial goals! Sign up for our lectures on goal-based portfolio management and join our exclusive Facebook Community. The 1st lecture is free! Did you miss out on the lockdown discount? You can still avail it! Follow instructions in the above link!
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.

Do share if you found this useful
Share your thoughts on this topic at the  Reddit freefincal_user_forum

Reach your financial goals like a pro! Join our 1600+ Facebook Group on Portfolio Management! You can now reduce fear, doubt and uncertainty while investing for your financial goals! Sign up for our lectures on goal-based portfolio management and join our exclusive Facebook Community. The 1st lecture is free!
Want to check if the market is overvalued or undervalued? Use our market valuation tool (will work with any index!) or you buy the new Tactical Buy/Sell timing tool!
About the Author Pattabiraman editor freefincalM. 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 Twitter or 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, Cognizant, Madras Atomic Power Station, Honeywell, Tamil Nadu Investors Association. For speaking engagements write to pattu [at] freefincal [dot] com
About freefincal & its content policy Freefincal is a News Media Organization dedicated to providing original analysis, reports, reviews and insights on developments in mutual funds, stocks, investing, retirement and personal finance. We do so without conflict of interest and bias. We operate in a non-profit manner. All revenue is used only for expenses and for the future growth of the site. Follow us on Google News Freefincal serves more than one million readers a year (2.5 million page views) with articles based only on factual information and detailed analysis by its authors. All statements made will be verified from credible and knowledgeable sources before publication. Freefincal does not publish any kind of paid articles, promotions or PR, satire or opinions without data. All opinions presented will only be inferences backed by verifiable, reproducible evidence/data. Contact information: letters {at} freefincal {dot} com (sponsored posts or paid collaborations will not be entertained)
Connect with us on social media
Our publications

You Can Be Rich Too with Goal-Based Investing

You can be rich too with goal based investingPublished by CNBC TV18, this 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 custom solutions for your lifestyle! 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 wantThis 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 young earner

Your Ultimate Guide to Travel

Travel-Training-Kit-Cover-new 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 Rs 199 (instant download)
Free android apps

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?

    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.

  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?

    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.

    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

    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

  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…

  16. 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.

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

Comments are closed.