Stock Analysis Tools

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Here is a list and navigational guide to all the stock analysis tools and calculators available at freefincal.

I Stock Screener

The following screens are available

  • Piotroski Score
  • Altman-Z Score 
  • Modified C-Score
  • Debt to Equity
  • PEG 
  • Enterprise Multiple EV/EBITDA
  • Current PE less than Median PE
  • Current PE more than Median PE

Read more: Freefincal Excel Stock Screener

II Automated Stock Analyzer

Analyze stocks automatically and value them in multiple ways!

The automated stock analysis sheet

  • pulls financials from morningstar and analyzes them
  • pulls adjusted stock price history from money control, and
  • calculates intrinsic value six different ways!

It also pulls annual (standalone/consolidated) and quarterly financials from Value Research online.

Valuation models available:

1) Price Multiple Model

2) Sustainable Growth Rate

3) Book Value Growth Rate (Buffett’s approach to valuation)

4) Discounted Cash FlowOpens in a new window (DCF) 

5) Reverse DCF Valuation

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

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

Latest Version: Automated Stock Analysis with Screener.in data

Piotroski Score for Indian Stocks

 

III  Nifty Valuation Analyzer

Use this Excel sheet to automatically determine Nifty valuations with long-term averages of PE, PB and Div Yield ratios along with ROE and rolling one-year EPS growth rate and dual moving averages.

Nifty-analyzer-3

Read more: Nifty Valuation Analyzer: PE, PE, Div Yield, ROE, EPS Growth

IV Stock SIP Calculator

Here is a Stock SIP Calculator for Indian stocks. It can be used to determine returns (XIRR) and monthly variation in returns since January 2000.

stock-sip-calculator-Infosys

Read more: Stock SIP Calculator

V Compare Stock A vs Stock B

Use this Excel tool to compare risk vs. reward in Indian stock investments.

stock-comparison-tool-3
Risk-return score. Asian paints (stock A) has not done as well in recent years

Read more: Stock Comparison Tool: Risk vs. Reward

VI Stock Market Hurricane Warning Indicator!

Use this moving average calculator to get an approximate quantitative estimate of current market levels.  It calculates two moving averages  (over durations that can be varied by the user) of  30+ BSE and NSE market indices.

My aim in making this tool is to get an idea of long-term market trendsfollowing the method described by Jim Otar in his ‘Hurricane Warning Chart’

Nifty-valuation-analyzer-2

Read more: Moving Average Market Level Indicator

Do explore these tools and let me know your feedback.

 

 

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About the Author M Pattabiraman author of freefincal.comM. Pattabiraman(PhD) is the author and owner of freefincal.com.  He is an associate professor at the Indian Institute of Technology, Madras since Aug 2006. Pattu” as he is popularly known, 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. Pattu publishes unbiased, promotion-free research, analysis and holistic money management advice. Freefincal serves more than one million readers a year (2.5 million page views) with numbers based analysis on topical issues and has more than a 100 free calculators on different aspects of insurance and investment analysis. He conducts free money management sessions for corporates  and associations(see details below). Previous engagements include World Bank, RBI, BHEL, Asian Paints, TamilNadu Investors Association etc. Contact information: freefincal {at} Gmail {dot} com (sponsored posts or paid collaborations will not be entertained)
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Freefincal has original unbiased, conflict-of-interest-free,  topical reports, reviews, commentary and analysis on all aspects of personal finance like mutual funds, stocks, insurance etc. All guest authors and contributors to the site also do not have any conflict of interest. If you find the content useful, please consider supporting us by (1) sharing our articles and (2) disabling ad-blockers for our site if you are using one. No promotional content We do not accept sponsored posts and link exchange requests from content writers and agencies. This is our privacy policy Our website is non-profit in nature. The revenue from the advertisement will only be used for hosting charges, domain registration charges, specific plugins necessary for traffic growth and analytics services for search engine optimisation.

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You Can Be Rich Too with Goal-Based Investing

You can be rich too with goal based investingMy first book is meant to help you ask the right questions, seek the right 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 WantGamechanger: Forget Start-ups, Join Corporate and Still Live the Rich Life you wantMy second book is meant for young earners to get their basics right from day one! It will also help you travel to exotic places at low cost! Get it or gift it to a young earner

The ultimate guide to travel by Pranav Surya

Travel-Training-Kit-Cover This is a deep 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 ₹199 (instant download)

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Your thoughts are vital to the health of this blog and are the driving force behind the analysis and calculators that you see here. We welcome criticism and differing opinions. I will do my very best to respond to all comments asap. Please do not include hyperlinks or email ids in the comment body. Such comments will be moderated and I reserve the right to delete the entire comment or remove the links before approving them.