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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. I would say that about 80% of the features of past versions can be found here.
Also, check out the freefincal stock screener
Features of the stock analysis spreadsheet
The spreadsheet
- pulls financials from screener.in excel files (to be downloaded by the user)
- pulls adjusted stock price history from money control, and
- calculates intrinsic value six different ways!
Previous editions which pulled financials from Morningstar and annual (standalone/consolidated) and quarterly financials from Value Research online are also available (use links below).
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): Not yet available as free cash flow data is missing in screener.in
5) Reverse DCF Valuation : Not yet available, same reason above. Get it from the morninstar edition.
6) Graham formula and Graham number
7) Piotroski Score for the last 9 financial years
8) Earnings Growth Estimate.
9) Automated Return on Equity Analysis with the Dupont Formula
Instructions
- Get an account from screener.in
- Choose a stock and download the balance sheet data using the “export to excel” option on the top right of the stock page.
- Open both the analysis spreadsheet and the screener file.
- Go to the screener-inputs page and follow the instructions (run a couple of macros).
CAUTION: Screener has the ability to upload custom modified templates so that the next time you download the balance sheet data of another stock, the formulae would be intact.
DO NOT TRY TO UPLOAD THIS SPREADSHEET BACK INTO SCREENER
This has macros and hopefully, their server will reject it seeing the file extension.
I shall release a macro-free template which can be uploaded in a day or two. This will not have any macros and stock price history from moneycontrol will not be available.
Screenshots of the stock analysis spreadsheet
Altman Z-score analysis of the financial health of a business
Automated Return on Equity Analysis with the Dupont Formula
Automated Stock Analysis with the Piotroski Score
Stock Analyzer with Graham Formula and Graham Number
Valuation with price multiple model
Valuation using sustainable growth rateValuation using Book Value Growth Rate (Buffett’s method)
Earnings power box analysis
Automatically evaluates the nature of the stock. Get more details here: It’s Earnings That Count: Forget the next Infy; Can you identify the next Satyam? 
Please share this sheet with stock investors so that it can be made better.
Windows Version: Download the May 2017 freefincal stock analyser scr edition
March 2017: Download the freefincal stock analyzer- screener.in edition version
Use morningstar financials instead of Screener.in: Download the freefincal stock analyser V13 with Earnings Power Box
Mac Version: Automated Stock analyser with screener.in data (this does not have the earnings power box feature. Will update if there is a demand)
Thanks to Mr. Bashyam for pointing an error. This has now been corrected.
Also, check out the freefincal stock screener
Note: In a huge project like this, bugs are common. Please let me know about them and I will sort it out.
Please check the logic and formula adopted before using the sheet.
Disclaimer: This analyzer was developed as an education tool by a student of the market. I am not responsible for the outcome of your investment decisions directly or indirectly influenced by this sheet.
The onus on knowing when to use this analyzer and how to interpret the results is the responsibility of the user.
About the Author
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. 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.He conducts free money management sessions for corporates and associations on the basis of money management. Previous engagements include World Bank, RBI, BHEL, Asian Paints, Cognizant, Madras Atomic Power Station, Honeywell, Tamil Nadu Investors Association. For speaking engagements write to pattu [at] freefincal [dot] com
About freefincal & its content policy
Freefincal is a News Media Organization dedicated to providing original analysis, reports, reviews and insights on developments in mutual funds, stocks, investing, retirement and personal finance. We do so without conflict of interest and bias. We operate in a non-profit manner. All revenue is used only for expenses and for the future growth of the site. Follow us on Google NewsFreefincal serves more than one million readers a year (2.5 million page views) with articles based only on factual information and detailed analysis by its authors. All statements made will be verified from credible and knowledgeable sources before publication.Freefincal does not publish any kind of paid articles, promotions or PR, satire or opinions without data. All opinions presented will only be inferences backed by verifiable, reproducible evidence/data. Contact information: letters {at} freefincal {dot} com (sponsored posts or paid collaborations will not be entertained)
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Sir, how do we add a new stock to the old Morningstar spreadsheet. I was trying to analyze Thyrocare but the name doesnt come up in the company name
Dear Pattu,
I followed your instructions and both the screener.in xl file and screener-inputs worksheet are open. I clicked on the 1st macro button and the correct stock name appears in step 4. Then I selected the stock in question and clicked on 2nd macro button. I was shown a run time error with ‘type mismatch’. When I debug, I’m taken to Microsoft Visual basic window, unable to proceed.
Regards,
Bashyam
Yes, thank you. I have now corrected this and reuploaded the file. Please use this.
Hello,
You do one one thing add a sheet or whatever way you like setup it such a manner that user will input “free cash flow ” manually and DCF & Reverse DCF Valuation gets calculated as per your coding .
On step 3 itself it shows Run time Eroor 3
Sorry about that.
When i click on step 3 ” click on me …” an error code 9. Subscript out of range appears. Kindly guide
Thank you. Corrected now. Please re-download.
Yes Guide us Prabhu. Enlighten us show us & the excel sheet correct marg.
Corrected now. Please re-download.
Hi, I tried to run the calculator and still getting the error in Screener inputs page when i click the point 3.
I have re-uploaded twice. Can you please check if the name of the file that you have is the same as that in the curent link? I just checked and it seems to work okay for me.
me too getting errpr . I am using Office 2016 seems might be issue with Office version.
Raj, are you sure have the latest version? It works okay for me. What error do you get? It should not be version dependent.
Run time error ‘9’.
Subscript out of range.
Please guide.
1) is your file name freefincal-stock-analyzer-Aug-2016-scr-edition-v1a-1.xlsm
2) If no, please download the latest file. If yes, when you get the error, please click on debug and send the screenshot to freefincal [at] gmail [dot] com.
Sorry, There was a problem in the file name. Corrected now.
sent…Thank you.
Hi Patta,
There is a small mismatch of the file name downloaded and the file name in the macro which causing the run time error. Please make sure that the file available for download is named as freefincal-stock-analyzer-Aug-2016-scr-edition-v1a.xlsm, right now it has got an “-1” appended.
Thanks.
Yes, sorry about that. Corrected now.
@pattu Wooow now working..
Hi,
I am getting the following error when I am trying to run the two macros ( step 4) – Run time error – 9. Subscript out of range.
Can you please check with the latest file?
Hi Mr Pattabiraman,
Tried using freefincal-stock-analyzer-Aug-2016-scr-edition-v1b.xlsm.
I followed the steps listed in the sheet ‘Moneycontrol’. After having pasted the url post search in moneycontrol for monthly price data, I am not able to upload moneycontrol data. When pressed ‘Get Data’, it still opened debug screen.
Can you pl check.
Regards
For what stock? Behaviour depends on the stock.
It is displaying ‘Runtime error’ 13, ‘Type Mismatch’
I have uploaded a new file, please check with that.
I am using the mac version of excel.
Initiall when I enable micros, it gives a security warning and when I say enable content it gives an error “Not all data refreshed” false_9 // do you want to refresh all ?
if I say Ok it gets hung forever and when I press cancel and comeback to excel and point the screener file and click on third button it throws an error
Microsoft Visual Basic
Run-time error ‘9’
Subscript out of range
Yes, this is a problem. I will try and resolve this. In the meantime, just enable macros and not data connections or do not refresh it and it will work fine. You can also disable refresh on start from data menu.
Hello Sir,
I found below things,
1) In Datasheet tab, It calculate value 0.0000009 for field ” Adjusted Equity Shares in Cr ” and then all the other formulas shows other that depend on this field. – I tried for 3-4 different stock.
2) Also in Graph tab for field “Projection from Log(EPS) fit” it always shows #VALUE! tried to correct it but did not understand much.
3) When we download data from moneycontrol, few rows shows date format different. Like row number 11 has date 13-01-2017 format where as from row 12 to 20 have date 12/1/2017 format.
After every 15 rows with date 13-01-2017 format I can see 7 rows with date 12/1/2017 format.
Regards,
Raj
Dear Mr Pattu,
Good day !!!
The ‘ Freefincal-stock-analyzer-Jun-2016’ V.11 not working since last 3/4 days. The money control price data page is coming blank and also Graham current market price is not updating. Is it because Monycontrol portal recently changed ?
Kindly revert.
Swanand
Yes. I have corrected it. Will post the new versions today.
Hi Sir, Is morningstar and value research stock analyser available for mac? Thanks.
Hi Pattu,
I am using Mac version of stock analyser, getting below error message when I point the screener file and click on third button
Microsoft Visual Basic
Run-time error ‘9’
Subscript out of range
Let me have a look. Thanks
Hi sir, still facing the same issue with Mac version
Hi,
I am using the stock analyzer Mar 2017 version. I am trying to analyze Chennai Petroleum stock. When I click on step 5 in screener input sheet getting run time error 13. Kindly guide
If you have the screener file for the stock open and still getting the error please send me a screenshot. freefincal [At] gmail
I am using first time the stock analyse version, after entering the money control information link A16 cell stock id is getting updated properly but the data in the tab stockpricedata is not reflecting the number……i am trying file for sun pharma
Also under Analysis tab two rows Bookvalue per share INR and Payout ratio % is showing #N/A
can you please guide on this
Moneycontrol has changed its web layout. So any sheet that downloads stock or index prices will need a modification the VBA code. You can do this yourself. Open the VBA code and search for
.WebTables = “4” Then change the 4 to a 3. So that line should look like
.WebTables = “3”
That is it! It should work right now.
Thanks it is working with change for money control…can you please guide on how to address #NA in analysis sheet for book value and payout row
That just means data not present.
data is available from morning star in the spread sheet…i think formula is not reading the number in analysis…
resolved–their is star symbol in morning star data i have removed that and tried it is working now…Thank you
okay!
is the file available on this page at download link is final version ?
please download latest one from here
https://freefincal.com/automated-earnings-power-stock-analysis-screener-data/