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
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:
How to Download
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.
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.
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.
The free account signup is on the right 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.
Once you've downloaded the spreadsheet, here's how to use it:
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.
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.
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
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.
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
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
If you have any other spreadsheet-related needs, we can help! Don't hesitate to contact us at
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.