This is the archive of all our articles related to stock analysis and tools related to stock analysis
We have revamped our Automated Stock Analyser with the Earnings Power Box Valuation Model. This was introduced by Hewitt Heiserman, Jr, in his book, âItâs Earnings That Count: Finding Stocks with Earnings Power for Long-Term Profitsâ. History: Srivatsan, a regular contributor at freefincal, introduced me to this model and incorporated a simple way to compute…
Continue reading →We are delighted to announce a new spreadsheet that can be used to evaluate the annualised return (XIRR) of individual stocks and that of a stock portfolio after properly taking into account corporate actions like dividends, stock splits, bonuses, buybacks and rights issues. We had recently published an example using this sheet: Stock XIRR Example:…
Continue reading →The earnings power box method offers a simple way to spot stocks that could become anti-mutlibaggers colloquially called multi-beggers well before they fail! Here is an example.
Continue reading →The 14th edition of the freefincal stock analyzer is now available for free download. Since Morningstar changed to site layout the sheet could no longer download financials and many users wrote to me about this. In this edition, I had changed the way the sheet retrieves data. Give this a try and let me know…
Continue reading →Use this nifty valuation tool to find out if the stock market is expensive or cheap using PE, PB, Div Yield, Bollinger Bands and much more. The idea to try and understand the state of the market using multiple methods. An example of some of the results obtained with this sheet is here: Are we…
Continue reading →Can we spot market highs and lows using technical indicators? The answer is yes, provided a user understands the pros and cons of each method. I discuss the current state of a few technical indicators and discuss their benefits and limitations. This post is in-part triggered by comments from Dhinesh Kumar here:Â Timing the market by…
Continue reading →Version 3 of the freefincal excel stock screener now includes the Joel Greenblatt Magic Formula Screener. This quickly allows you to select quality companies available at attractive prices. The screening can be done index-wise. sector-wise and market-cap-wise. The financial data is obtained from Value Research and the multiple screens available have been created with the help…
Continue reading →Here are 50 stocks with excellent earnings power track record. Based on Hewitt Heiserman Jr.âs Earnings Power Box, these companies have the potential to self-fund and create value. You can download a free tool to analyze any stock of your choice. This excellent compilation has been put together by Lokesh Verma based on Automated Stock…
Continue reading →In this post, I discuss how to calculate the annualized return from a stock investment after accounting for corporate actions like dividends, stock splits, bonuses, buybacks and rights issues. I have made a calculator that will compute the annualized return (CAGR for single investments, IRR for periodic investments and XIRR or investments on random dates)…
Continue reading →This is an update to the fantastic Nifty One-stop shop created by Pranav Date. Now you can download historical total returns index (TRI) data (dividends assumed to be reinvested) of 52 NSE Indices. You can also download the price history, from 59 Indices, PE, PB and Div Yield data of 51 NSE Indices and the…
Continue reading →In this guest post, R. Srivatsan discusses the pros and cons of using a stock valuation technique known as Earnings Power Box, introduced by Hewitt Heiserman, Jr, in his book, âItâs Earnings That Count: Finding Stocks with Earnings Power for Long-Term Profitsâ. Regular readers maybe aware that Srivatsan has already introduced the technique in his first post:  Itâs…
Continue reading →The freefincal automated stock analyzer (screener.in edition) now has now auto-generates Hewitt Heiserman Jr.’s Earnings Power Box, thanks to efforts of R. Srivatsan, who explained how to identify good business from bad one using it: Itâs Earnings That Count: Forget the next Infy; Can you identify the next Satyam? I had previously published a version that uses morningstar…
Continue reading →The 13th edition of the freefincal stock analyzer now auto-generates Hewitt Heiserman Jr.’s Earnings Power Box, thank to efforts of Rs. Srivatsan, who explained how to identify good business from bad one using it in yesterdays guest post: Itâs Earnings That Count: Forget the next Infy; Can you identify the next Satyam? The automated stock analyzer pulls financials…
Continue reading →In this guest post, R. Srivatsan explains how to differentiate a good business from a bad one, using a stock valuation technique known as Earnings Power Box, introduced by Hewitt Heiserman, Jr, in his book, âItâs Earnings That Count: Finding Stocks with Earnings Power for Long-Term Profitsâ.  Following his suggestion, I have added this feature in the…
Continue reading →Pranav Date, who played a key role in the development of monthly returns, consistency and capture ratios, has now developed a fantastic one stop shop solution for downloading Nifty historical data: the price data from 59 NSE indices, the total returns (dividends reinvested) Nifty 50 index, PE, PB and dividend yield ratios  for 51 indices and the…
Continue reading →