Automated Stock Analysis with Screener.in data

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.

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.

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

Please share this sheet among stock investors so that it can be made better.

Windows Version: Download the freefincal stock analyzer- screener.in edition version 1c Sorry about the errors. This should work.

Mac Version:  Automated Stock analyser with screener.in data

Thanks to Mr. Bashyam for pointing an error. This has now been corrected.

You can also download the previous edition which downloads financials from morningstar and value research:
Download the freefincal stock analyzer V11

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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29 thoughts on “Automated Stock Analysis with Screener.in data

  1. HM

    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

    Reply
  2. Bashyam

    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

    Reply
  3. raj singh

    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 .

    Reply
  4. saurabh kurichh

    When i click on step 3 " click on me ..." an error code 9. Subscript out of range appears. Kindly guide

    Reply
  5. Srinivasan

    Hi, I tried to run the calculator and still getting the error in Screener inputs page when i click the point 3.

    Reply
    1. freefincal

      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.

      Reply
  6. freefincal

    Raj, are you sure have the latest version? It works okay for me. What error do you get? It should not be version dependent.

    Reply
    1. freefincal

      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.

      Reply
  7. Vinoth

    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.

    Reply
  8. Ashish Rampuria

    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.

    Reply
  9. rraroonkumar

    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

    Reply
  10. Sarab

    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

    Reply
    1. freefincal

      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.

      Reply

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