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

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)

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.

Download the automated stock analyser version 6.1

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.

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About the Author M Pattabiraman author of freefincal.comM. Pattabiraman is the co-author of two books: You can be rich too with goal based investing and Gamechanger. “Pattu” as he is popularly known, publishes unbiased, promotion-free research, analysis and holistic money management advice. Freefincal serves more than one million readers a year with numbers based analysis on topical issues and has more than a 100 free calculators on different aspects of insurance and investment analysis, including a robo advisory template for use by beginners. Contact information: freefincal {at} Gmail {dot} com He conducts free money management sessions for corporates (see details below). Previous engagements include World Bank, RBI, BHEL, Asian Paints.

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Updated: July 26, 2016 — 10:25 pm

45 Comments

Add a Comment
  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.

    1. Don’t think this is a problem from my end.

  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.

    1. Don’t think this is a problem from my end.

  5. thanks Pattu for another great tool..

  6. thanks Pattu for another great tool..

  7. Thanks for letting me know. Moneycontrol does not use consistent stock codes. I have fixed the problem. Please re-download.

  8. Thanks for letting me know. Moneycontrol does not use consistent stock codes. I have fixed the problem. Please re-download.

  9. 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.

  10. 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.

  11. Thank you. 1) It will never be bug free and 2) if you want me to work on bugs, you need to more specific. Which sheets do not work with phoenix lamps?

  12. Thank you. 1) It will never be bug free and 2) if you want me to work on bugs, you need to more specific. Which sheets do not work with phoenix lamps?

  13. Pattabiraman Murari – that's fine – it's an extremely good effort. all the valuation sheets do not get populated for phoenix lamps

  14. Pattabiraman Murari – that's fine – it's an extremely good effort. all the valuation sheets do not get populated for phoenix lamps

  15. Varadharajan Ragunathan please redownload the sheet. It should work now. The problem is not at my end. Moneycontrol does not use consistent stock codes

  16. Varadharajan Ragunathan please redownload the sheet. It should work now. The problem is not at my end. Moneycontrol does not use consistent stock codes

  17. Pattu.. i think the best tool you have made.. i will try it and give you the comments

  18. Pattu.. i think the best tool you have made.. i will try it and give you the comments

  19. 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

    1. Thanks for your wishes Jay. Bug reports are crucial for the development of any tool. So it perfectly fine.

  20. 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

    1. Thanks for your wishes Jay. Bug reports are crucial for the development of any tool. So it perfectly fine.

  21. Hi – The Morning Star data is getting downloaded but VR data is not getting downloaded. I checked for ITC and Indusind Bank. Can you help ? Macros are enabled.

  22. Hi – The Morning Star data is getting downloaded but VR data is not getting downloaded. I checked for ITC and Indusind Bank. Can you help ? Macros are enabled.

  23. tried sarda energy. Money control data is for 2010 probably.

  24. tried sarda energy. Money control data is for 2010 probably.

  25. Just tried for both and they work fine. If you are trying for work, please check from home.

  26. Just tried for both and they work fine. If you are trying for work, please check from home.

  27. Please google for "how to enable macros in excel "

  28. Please google for "how to enable macros in excel "

  29. Thanks . Great effort. I was struggling yesterday . After seeing your feedback today, I will retry today .

  30. Thanks . Great effort. I was struggling yesterday . After seeing your feedback today, I will retry today .

  31. 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.

  32. How to get data for Moneycontrol. It is clear in case of Morning star and Value research to put equity name but in money control data where to put equity name

  33. How to put the name of the stock to get the data from moneycontrol site. It is clear in case of valueresearch and morning star.

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