Automated Stock Analyzer V 6.0 – with financials from Value Research!

Published: June 21, 2015 at 9:52 am

The automated stock analyzer now pulls annual (standalone/consolidated) and quarterly financials from Value Research online. It also pulls financials from morningstar, adjusted stock price from money control and calculates intrinsic value five different ways!

Note: If you are not familiar with valuation techniques, I suggest that you download the tool, and read the references provided in each valuation sheet.

Anoop who created the calminvestor.com suggested I get financials from Monycontrol, because it is more detailed than the Morning Star version. However, the Money Control urls are  not formulaic.

So I suggested thatI would get it instead from Value Research.  I see that it has a few entries that are different from M*. Not too interested to explore the differences too much. Will await your feedback in this regard.

As of now, the data from VR online is only pulled and not used for any analysis.  Let me know if anything specific can be done.

Valuation models available:

1) Price Multiple Model

2) Sustainable Growth Rate

3) Book Value Growth Rate (Buffett’s approach to valuation)

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4) Discounted Cash Flow (DCF) Thanks to Debasish Hazra  and Ninand Diveakr for pointing out a bug. This is now corrected

5) Reverse DCF

Do suggest ways in which the sheet can be improved. If you like it, do share this page. Here are some screenshots.

Read me first!
Read me first!
stock-analyzer-2
Inputs sheet for Morning Start and Value Research

If you are not able to select some stock with Value Research, leave a comment. The fix is easy.

stock-analyzer-1
Financials from Value Research
Excel-stock-analysis-spreadsheet-1
Morning Star India data
Excel-stock-analysis-spreadsheet-2
The analysis sheet
Excel-stock-analysis-spreadsheet-3
All metrics from the analysis sheet can be graphically analyzed
Excel-stock-analysis-spreadsheet-4
Valuation with price multiple model
Excel-stock-analysis-spreadsheet-5
The Warren Buffett approach to valuation
Discounted-Cash-Flow-Valuation
Discounted Cash Flow
excel-reverse-dcf
Reverse DCF

Caveats to note before using the sheet pointed out by Indraneal Balasubramaium
(1) Financial stocks like banks, housing finance companies and non-banking financial companies have balance sheet structures that are likely to be different from regular companies. Make sure to read the annual report and especially notes to financial statements.
(2) Take the time out to understand valuation models and how they are derived, what the implications are. Precision can give a false sense of accuracy, especially when dealing with an uncertain future. Better to be approximately right than exactly wrong.

Do share the sheet with your stock investor community.

Note: Always check if the stock price data downloaded from moneycontrol is correct by clicking on the link provided in the stock price page before proceeding. Let me know if there is a mismatch.

Download version 14th of the freefincal stock analyzer June 16th, 2019 <== latest!

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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

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45 Comments

  1. Hello Pattu,

    Not sure if it is only me whose facing this issue.

    When i search for "Rain Industries" stock (BSE) on "MoneyConrol", the data is opened for "Rupa and Comp".

    Thought of letting you know about it.

    Thanks

  2. Hello Pattu,

    Not sure if it is only me whose facing this issue.

    When i search for "Rain Industries" stock (BSE) on "MoneyConrol", the data is opened for "Rupa and Comp".

    Thought of letting you know about it.

    Thanks

  3. Hi Pattu,
    I am hitting one problem, As soon as I click on Step2 under Inputs sheet. Excel file gets closed. I tried 3 times and facing the issue. I am unable to proceed to see the fresh data.
    I am using Excel 2013 (32bit)

    You may want to check.

  4. Hi Pattu,
    I am hitting one problem, As soon as I click on Step2 under Inputs sheet. Excel file gets closed. I tried 3 times and facing the issue. I am unable to proceed to see the fresh data.
    I am using Excel 2013 (32bit)

    You may want to check.

  5. Hi, fantastic effort – I can't wait for this to become bug free – really appreciate the effort. I typed in phoenix lamps but the sheets do not get populated at all – and most valuatin sheets come out as # N/A". can you pls check.

  6. Hi, fantastic effort – I can't wait for this to become bug free – really appreciate the effort. I typed in phoenix lamps but the sheets do not get populated at all – and most valuatin sheets come out as # N/A". can you pls check.

  7. Hi Pattu,
    It’s all because of the dedication and hard work of you that u could complete the such model successfully.

    I felt sad about others pointing errors in spite of your tremendous effort for free…they should be able to fix themselves or denote some money for extra time to support…..

    I’m very thankful to you for full access to file rather locked cells. This gives us an opportunity to learn!!
    God bless you for your unsolicited work.
    Take Care
    Jay

  8. Hi Pattu,
    It’s all because of the dedication and hard work of you that u could complete the such model successfully.

    I felt sad about others pointing errors in spite of your tremendous effort for free…they should be able to fix themselves or denote some money for extra time to support…..

    I’m very thankful to you for full access to file rather locked cells. This gives us an opportunity to learn!!
    God bless you for your unsolicited work.
    Take Care
    Jay

  9. After enabling the Macros , I got all the worsheets live for Apollo Hospitals- but the same was not true for Rane Madras- the historic stock prices data did not get updated from Money control- I found that MC has not updated the data for RML- Thanks once again.

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