Automated Stock Analysis with Screener.in data

Published on / By M. Pattabiraman Twitter: @pattufreefincal / 47 Comments

Published: August 11, 2016 at 9:48 am

Last Updated on December 19, 2021

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).

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New Tool! => Track your mutual funds and stocks investments with this Google Sheet!

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

stock-analysis-spreadsheet
The “read me first” sheet

Instructions

  1. Get an account from screener.in
  2. Choose a stock and download the balance sheet data using the “export to excel” option on the top right of the stock page.
  3. Open both the analysis spreadsheet and the screener file.
  4. Go to the screener-inputs page and follow  the instructions (run a couple of macros).
Instructions for using screener
Instructions for using screener

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

stock-analysis-spreadsheet-3
The screener data sheet. The quarterly data will be removed by the analyser.
stock-analysis-spreadsheet-4
The analysis sheet where screener data is processed. This is quite disordered. Will set this right in future versions.
stock-analysis-spreadsheet-5
Balance sheet metrics can be graphically analyzed here
stock-analysis-spreadsheet-6
The moneycontrol page for downloading stock price history.
stock-analysis-spreadsheet-7
Historical stock price data

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

stock-analysis-spreadsheet-8

Automated Return on Equity Analysis with the Dupont Formula
stock-analysis-spreadsheet-9Automated Stock Analysis with the Piotroski Score
stock-analysis-spreadsheet-10Stock Analyzer with Graham Formula and Graham Number
stock-analysis-spreadsheet-11Valuation with price multiple model
stock-analysis-spreadsheet-12

Valuation using sustainable growth ratestock-analysis-spreadsheet-13Valuation using Book Value Growth Rate (Buffett’s method)
stock-analysis-spreadsheet-14

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? Earnings Power Box

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.

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