Download free stock analysis spreadsheet & value stocks in multiple ways!

Published: June 19, 2019 at 11:14 am

Last Updated on

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 your feedback. What does this sheet do you ask?

The automated stock analyzer pulls financials from Morningstar, stock price history from moneycontrol and calculates the intrinsic value in six different ways, along with Dupont analysis, Graham number, Piotroski and Altman Z-scores for financial health.

Download free stock analysis spreadsheet and value stocks in multiple ways!

It also auto-generates Hewitt Heiserman Jr.’s Earnings Power Box, thanks to the efforts of Rs. Srivatsan, who explained how to identify good business from a bad one: It’s Earnings That Count: Forget the next Infy; Can you identify the next Satyam? This is my fav tool in the sheet!

If you do not prefer MorningStar financials, you can use Automated Earnings Power Stock Analysis With data

Downloading Financials From MorningStar

The new sheet has been created with the latest Office 365 edition and will only work in Excel version that supports Power Query functions (above Exel 2010 versions). It will not work in Mac. 

All you need to do is to follow the instructions step by step as given in the sheet. Select the stock you need to analyze ==> Clear the existing data in the MorningStar financial sheet ==> Run the data query ===> Open the auto-downloaded CSV file from MorningStar ===> Copy data and paste on to the analysis sheet.

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Downloading Financials From MorningStar

Other features of the stock analysis spreadsheet

The automated stock analysis sheet

  • pulls financials from Morningstar and analyzes them
  • pulls adjusted stock price history from money control, and
  • calculates the intrinsic value in six different ways!

It also pulls annual (standalone/consolidated) and quarterly financials from Value Research online.

All the following features have been explained in previous posts.

Download version 14th of the freefincal stock analyzer June 16th, 2019

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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.
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  1. I am able to download data from Morningstar. I have populated the Morningstar Data sheet. None of the analysis sheet gets populated. The Analysis sheet shows #REF! everywhere.

      1. I am sorry I did not mention the stock I wanted to analyze. It was Marico.
        I re-tried with a large cap stock – Reliance
        The result is the same.
        The Moneycontrol data download sheet hangs trying to download data.

  2. Hi Professor,
    I have to put sheet ( for financial *.csv (WIPRO), but your sheet tab (MorningStar Data) and my sheet tab(.csv) have different.
    Please, can you review select Row 1 to 26 (fully) in .csv ?

    Also, sheet .xlsx and .csv have select column A to L same.

  3. Hello Sir,

    In the Analysis tab, “Payout Ratio%” (Line 31) & “Book Value Per Share INR” (Line 37) showing the value “#NA”. I have tried for 3-4 different stocks but result is same. This may be impacting in the Valuation Tabs. Can you please review?

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