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Stock Valuation and Analysis Spreadsheet

Want to be able to quickly and effectively analyze a company's financials without going through the agonizing process of poring through all of the details of its financial statements?

Unless you are an accountant or really love reading financial statements in your spare time (if this is the case for you we recommend professional help), you will probably answer yes to this question. And if you answered yes, we have great news. We have developed a free spreadsheet to help you analyze a stock's financials. The spreadsheet is both free and easy to use, even if you don't have a lot of experience using spreadsheets.

Why use it?
Because we've strategically put everything that we think you need to analyze a company's finances in one place.

It allows you to almost instantly rate any stock based on your own pre-selected financial criteria, making a previously painful process relatively effortless. You don't need to crunch any numbers. You only need to decide what's important.



When you download the spreadsheet you will also have access to a number of financial charts and graphs that will make it easier to understand the company's financial position and trajectory. Here's a quick peek at the main page of the spreadsheet:

Stock Analysis Spreadsheet

How to Download
  1. Bookmark this site. If you ever want to visit us again or download an updated version of the spreadsheet, you will know where to go. Bookmark and Share

  2. Download the spreadsheet (excel version) or if you prefer, download the Open Office version here. Both are free to download! By downloading, you agree to the terms spelled out below.

  3. Next, click the Morningstar button below to sign up for a free Morningstar.com account (if you don't already have one). Why? Aside from being a fantastic place to get free stock information, this is where you will get your stock data for the spreadsheet.

    Morningstar Investment Research

    The free account signup is on the left-hand side of the page. It only takes a minute or two to sign up, and don't worry, as long as you sign up for the free account there are no charges or trial memberships to cancel later.




Getting Started
Once you've downloaded the spreadsheet, here's how to use it:
  1. Open the spreadsheet. On the first tab of the workbook (the "Scorecard" tab) you can select all of your financial criteria for a stock. The available financial criteria are based on values derived from the company's balance sheet, income statement, and cash flow statement. You can choose as few or as many criteria as you would like.

  2. Once you have selected all of your criteria, save this workbook somewhere you will remember and call it "Template.xlsx". You will use this workbook as your template each time you load information for a new stock. You can also save a number of different templates with different criteria if you would like.

  3. When you're ready to analyze a stock, create a copy of the "template.xlsx" spreadsheet and name it according to the stock you are analyzing. For example, if I'm researching Google, I should name the spreadsheet "Google.xlsx".

  4. Go to Morningstar.com and search for a stock you are interested in researching. Load the balance sheet, income statement, and cash flow data into the spreadsheet. More information on how to do this is located on the help and scorecard pages of the workbook itself. Once you have this data loaded, all of the financial calculations will happen automatically.

Terms of Use for Stock Analysis Spreadsheet:
By downloading this spreadsheet you agree to the following terms:

SmartStockResearch.com provides this spreadsheet to you free of cost. It is not meant to be the sole means of determining whether to to buy or sell a stock. Our calculation methods have not been validated and all financial data should be independently verified. Additionally, we cannot guarantee the validity of any data provided by Morningstar. This spreadsheet is the sole property of SmartStockResearch.com and may not be replicated and redistributed without our written consent. Any concerns or questions about these terms of use should be directed to help@smartstockresearch.com..

Contact Us

If you have any other spreadsheet-related needs, we can help! Don't hesitate to contact us at help@smartstockresearch.com.


Check Out Our New Stock Ideas Blog!
If you're interested in hearing about exciting new investment opportunities on a regular basis, check out our blog, StockZoom!, where we analyze several new stocks per week.



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