Last Updated on December 29, 2021
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.
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 Screener.in 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.
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.
- Earnings Power Box: Pros & Cons of Finding Stocks with Earnings Power for Long-Term Profits
- Valuation models available:1) Price Multiple Model2) Sustainable Growth Rate
3) Book Value Growth Rate: Warren Buffett Method of Stock Valuation
4) Discounted Cash Flow(DCF): used to estimate how attractive the stock is by estimating future cash flows. Read more: Automated Stock Analyzer – Discounted Cash Flow Valuation
5) Reverse DCF Valuation
6) Graham formula and Graham number
7) Piotroski Score for the last 9 financial years: A score used in Value Investing. See: Using Piotroski Score for Stock Analysis
8) Earnings Growth Estimate.
9) Automated Return on Equity Analysis with the Dupont Formula: an easy-to-understand graphical analysis of the factors that drive return on equity (ROE) using the five-step Dupont Analysis
10) Altman Z-score: The Z-score is a measure of financial health and in particular, how close the business is to bankruptcy. Read: Altman Z-score analysis of the financial health of a business
Download version 14th of the freefincal stock analyzer June 16th, 2019
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Dr M. Pattabiraman(PhD) is the founder, managing editor and primary author of freefincal. He is an associate professor at the Indian Institute of Technology, Madras. He has over nine years of experience publishing news analysis, research and financial product development. Connect with him via Twitter or Linkedin or YouTube. Pattabiraman has co-authored three print books: (1) You can be rich too with goal-based investing (CNBC TV18) for DIY investors. (2) Gamechanger for young earners. (3) Chinchu Gets a Superpower! for kids. He has also written seven other free e-books on various money management topics. He is a patron and co-founder of “Fee-only India,” an organisation for promoting unbiased, commission-free investment advice.Use our Robo-advisory Excel Template for a start-to-finish financial plan! Now with a new demo video! ⇐ More than 1000 investors and advisors use this!
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