Automated Stock Analysis with Screener.in data

/ M. Pattabiraman / @pattufreefincal / 47 Comments

Published: August 11, 2016 at 9:48 am

Last Updated on December 8, 2017

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

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.

Do share if you found this useful
We now publish both equity fund and debt fund (+ hybrid fund) screeners each month!
Use our Robo-advisory Excel Template for a start-to-finish financial plan! Now with a new demo video! ⇐ More than 415 investors and advisors use this!
Unlock the secrets of successful financial advisors and entrepreneurs with our new course!
My new book for kids: “Chinchu gets a superpower!” is now available!
Both boy and girl version covers of Chinchu gets a superpower
Both boy and girl version covers of Chinchu gets a superpower.
Most investor problems can be traced to a lack of informed decision making. We have all made bad decisions and money mistakes when we started earning and spent years undoing these mistakes. Why should our children go through the same pain? What is this book about? As parents, if we had to groom one ability in our children that is key not only to money management and investing but for any aspect of life, what would it be? My answer: Sound Decision Making. So in this book, we meet Chinchu, who is about to turn 10. What he wants for his birthday and how his parent’s plan for it and teach him several key ideas of decision making and money management is the narrative. What readers say!
Feedback from a young reader after reading Chinchu gets a Superpower (small version)
Feedback from a young reader after reading Chinchu gets a Superpower!
Must-read book even for adults! This is something that every parent should teach their kids right from their young age. The importance of money management and decision making based on their wants and needs. Very nicely written in simple terms. - Arun.
Buy the book: Chinchu gets a superpower for your child!
How to profit from content writing: Our new ebook for those interested in getting side income via content writing. It is available at a 50% discount for Rs. 500 only!
Did you know? We have more than 1000+ videos on YouTube to explore! Join our YouTube Community!

Join our courses in exclusive Facebook Groups!

  • 550+ members are now part of our new course: How to get people to pay for your skills! (watch 1st lecture for free). Learn how to get people to pay for your skills! Whether you are a professional or small business owner who wants more clients via online visibility or a salaried person wanting a side income or passive income, we will show how to achieve by showcasing your skills and building a community that trusts you and pays you!
  • Goal-based portfolio management! Join 2220+ members and get clarity on how to plan for your goals and achieve the necessary corpus no matter what the market condition is!! Watch the first lecture for free!  One-time payment of Rs. 3000 only. No recurring fees! Life-long access to videos (10+ hours content)  in an exclusive Facebook Group! Reduce fear, uncertainty and doubt while investing! Learn how to plan for your goals before and after retirement with confidence.
Want to check if the market is overvalued or undervalued? Use our market valuation tool (will work with any index!), or you buy the new Tactical Buy/Sell timing tool!
We publish mutual fund screeners and momentum, low volatility stock screeners .every month.
About the Author 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 money management topics. 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 based on money management. Previous engagements include World Bank, RBI, BHEL, Asian Paints, Cognizant, Madras Atomic Power Station, Honeywell, Tamil Nadu Investors Association, IIST Alumni 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. Follow us on Google News. Freefincal 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 paid articles, promotions, 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)
Connect with us on social media
Our publications

You Can Be Rich Too with Goal-Based Investing

You can be rich too with goal based investingPublished by CNBC TV18, this book is meant to help you ask the right questions, seek the correct answers, and since it comes with nine online calculators, you can also create custom solutions for your lifestyle! Get it now. It is also available in Kindle format.
Gamechanger: Forget Startups, Join Corporate & Still Live the Rich Life You Want Gamechanger: Forget Start-ups, Join Corporate and Still Live the Rich Life you wantThis book is meant for young earners to get their basics right from day one! It will also help you travel to exotic places at a low cost! Get it or gift it to a young earner.

Your Ultimate Guide to Travel

Travel-Training-Kit-Cover-new This is an in-depth dive analysis into vacation planning, finding cheap flights, budget accommodation, what to do when travelling, how travelling slowly is better financially and psychologically with links to the web pages and hand-holding at every step. Get the pdf for Rs 199 (instant download)
Free android apps