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
- 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
- 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
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)
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
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.
Get GameChanger (my second book) + Pranav's Travel Training Kit GameChanger (hardcopy is now available for ₹279 (249 +30 for shipping) and the Travel Training Kit is available for immediate download for ₹150.
Get free, yet comprehensive calculators, tools and analysis delivered to your mailbox! Subscribe to get posts via email
Buy our New Book!You Can Be Rich With Goal-based Investing A book by P V Subramanyam (subramoney.com) & M Pattabiraman. Read more about the book and pre-order now!