Last Updated on October 8, 2023 at 1:40 pm
Freefincal has two automated stock analysis and valuation spreadsheets. One that obtains financial data from screener.in and another which obtains financials from morningstar. Both sheets also get stock price data from moneycontrol. This is an important update to both these modules due to a change in moneycontrol web layout. Thanks to swanand pointing this out.
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Automated Stock Analysis with Morningstar Data
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!
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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 Flow (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
Descriptive links to the above features is here Download link for the updated version is here
Automated Stock Analysis with Screener.in Data
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
Descriptive links to the above features is here. Download link for the updated version is here.
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Reader Quotes:
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- Ask the right questions about money
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