Automated Stock Analysis with Screener.in data

Here is a free stock analysis spreadsheet that can automatically process balance sheet data from screener.in. This is the 12th edition of the freefincal automated stock analyzer. The previous versions used MorningStar.in financial data.  However, since I received requests to make a spreadsheet that can process screener.in data, I thought I will give it a try….

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Altman Z-score analysis of the financial health of a business

The 11th version of the freefincal automated stock analyzer now has an easy-to-understand graphical analysis of the factors that are used to calculate the Altman Z-score.  The Z-score is a measure of financial health and in particular, how close the business is to bankruptcy. If this is your first encounter with the freefincal stock analyzer, you can…

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Automated Return on Equity Analysis with the Dupont Formula

The 10th version of the freefincal automated stock analyzer includes an easy-to-understand graphical analysis of the factors that drive return on equity (ROE) using the five-step Dupont Analysis. Return on equity is defined as ROE = Net income/shareholders equity. It is the profit for each unit of shareholders equity or the earning power of the company….

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Stock Analysis Spreadsheet with Moneycontrol Financials

Dear reader, I write this to make two requests: (a) help beta test an Excel sheet that automatically downloads standalone or consolidated financials data (in new format or old) from MoneyControl, and (b) provide your feedback on how to improve the freefincal stock analysis spreadsheet. MoneyControl Financials Downloader The aim behind making this sheet is…

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How to use a Stock Screener

Here is a step by step guide on how to use a stock screener and identify financially sound and good businesses.  This is a guest post by Indraneal Balasubramanian, a passionate equity enthusiast who blogs at cognicrafting. Indraneal needs no introduction to Facebook group Asan Ideas for Wealth regulars. The following can be thought as a sequel to Krishna Kishore’s…

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Indian Stock Screener: Google Sheets Edition

The freefincal stock screener is now available on Google sheets. It gets data from Value Research and allows the user to screen capitalization-wise and sector-wise. This post can be considered as a guide for this screener:  How to Build a Stock Screener Here are some example screens. Thanks to Krishna Kishore – tyroinvestor and Indraneal Balasubramanium – cognicrafter for…

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Automated Stock Analysis V9: Earnings Growth Estimation

Version 9 of the automated stock analysis sheet now  projects expected earnings per share and calculates the forward PE. Some bugs have been corrected and minor improvements made. List of features of the freefincal stock analyzer The automated stock analysis sheet pulls financials from morningstar and analyzes them pulls adjusted stock price history from money control, and…

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Using Piotroski Score for Stock Analysis: Download a free spreadsheet

The  automated stock analysis Excel sheet (version 8)  now calculates thePiotroski Score for the last 9 financial years for Indian stocks. In January 2002, Prof. Joseph Piotroski wrote a paper titled, Value Investing: The Use of Historical Financial Statement Information to Separate Winners from Losers which detailed a method of buying stocks based on 9 balance sheet…

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Benjamin Graham Formula and Graham Number for Stock Valuation

In the 7th version of the automated stock analyzer, two more valuation metrics have been added: The Graham Formula and the Graham Number. Bugs and suggestions made by users have been corrected/incorporated in this edition. The automated stock analyzer pulls annual (standalone/consolidated) and quarterly financials from Value Research online pulls financials from morningstar and analyzes…

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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…

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Automated Stock Analyzer – Now with Reverse DCF Valuation

  Automatically analyze stocks and determine their intrinsic value or fair value with this Excel sheet. The analyzer pulls financials from morningstar, adjusted stock price from money control and calculates intrinsic value five different ways! 1) Price Multiple Model 2) Sustainable Growth Rate 3) Book Value Growth Rate (Buffett’s approach to valuation) 4) Discounted Cash Flow (DCF) Thanks…

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Automated Stock Analyzer – Discounted Cash Flow Valuation

The automated stock analyzer now includes discounted cash flow valuation. The analyzer now has four methods: 1) Price Multiple Model 2) Sustainable Growth Rate 3) Book Value Growth Rate 4) Discounted Cash Flow First, I would like address a few issues faced by users while downloading stock price from MoneyControl. Let me assure you that…

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