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Stock Analysis Worksheet (1.2.0)

Why to buy?

  • This worksheet answers following important questions:
  • Present stock price is good for purchase?
  • Business fundamentals of stock is strong or weak?
  • Is the underlying business of this stock profitable?
  • Price trend of this stock in last 10 years is good?
  • Overall, this stock is a good buy or a bad buy?

Rating : 3.86 Stars (3.86 / 5), 28 votes

Who can buy?

  • Person with basic knowledge about stocks
  • People who want to learn stock analysis
  • People who want evaluate business fundamentals
  • People who want check iF current price is good for investing
  • People who want to know stocks intrinsic value
  • People who want to invest in stocks but do not know where to start
  • Buy if you want to learn fundamental analysis

Limitations

  • Its a simple Microsoft Excel Worksheet. Its not a software
  • It can be used on Windows & Macbook with MS Office.
  • People can use this worksheet only to "learn" stock analysis
  • It is not a investment advice tool.
  • The worksheet can be used only for non-banking stocks
  • Beginners will take some time before fully utilizing this worksheet
  • Companies must be listed in BSE/NSE for >10 years

Quick Tips

  • Watch the video before use (stock analysis worksheet guide)
  • You can also read the help-sheet provided with the worksheet
  • All data required by this worksheet is available in moneycontrol
  • Watch the video to know how to grade stocks
  • Stocks which earns grade above 94% is a perfect buy

Credentials

  • More than than 575+ satisfied users of our products
  • 17K+ email subscribers of our blog
  • Facebook followers - 1900+
  • Twitter followers - 260+

The purpose of stock analysis worksheet?

  • Generally people buy stocks without knowing well about it. This is a mistake
  • It allows people to invest in a company with bare minimum awareness about it
  • This worksheet allow investor to "self verify" any stock before investing
  • This worksheet is not a stock suggestion tool
  • It does not give you any investment advice to its users
  • It is a tool which one can use to LEARN stock analysis
  • The purpose & utility of this worksheet is much larger.
  • It helps its users to bring forward that hidden investors-knack
  • This worksheet fulfills the necessity of doing fundamental analysis for long term investment
  • People often get lost in study of fundamental analysis
  • This worksheet is like "ready to use" tool to do fundamental analysis

New

  • Along with stock analysis worksheet, we also provide a second worksheet named "Compare Stock".
  • "Compare Stock" is an easy to use worksheet having data of 500 companies already built-in.
  • These 500 companies are top companies of their sector/Industry.
  • "Compare Stocks" will allow users to analyze stocks based on growth rates, financial health, price appreciation, price valuation, & other key indicators.
  • The stock's data provided in the "Compare Stocks" worksheet are static.
  • Based on the latest financial data of companies available on internet, "Compare Stocks" has been developed.

40 Comments on "Stock Analysis Worksheet (1.2.0)"

  1. Nizarali Mahesania | June 28, 2017 at 7:57 pm |

    feeding data time consuming, make it easy and user friendly

    • Dear Nizarali, You are right, feeding data initially may take more time. But eventually the time consumed reduces with practice. But the end-result of this effort can give you huge insights about your stocks. Do not worry about time consumed. Pro investors like Warren Buffett studies a company/stocks for years before its purchase. Give 1 hour time to each stock. Its worth an exercise.

  2. kishore madhana | June 28, 2017 at 7:56 pm |

    I am getting error while filling some cells that cell is protected and couldn’t update the cell . it is asking password to un-protect it.

    • Dear Kishore, you must be trying to edit those cells which are protected. You do not need to edit the cells which are protected. The worksheet has been designed in this way. In case you have any doubts, please read the help sheet or watch the video guide.

  3. Aninda Sharma | June 19, 2017 at 7:10 am |

    those are not 10 years old. there r no obsion to judge that perticular stock .like skipper ltd. kindly see the matter.

    • Hello Aninda, You are right. Skipper Ltd has been listed in NSE & BSE for less then 10 years. Investing in companies has established track record (in stock market) of more than 10 years is advisable. Imagine, it would have been lot easier for me to develop a worksheet which deals with only 5 years data. But I have chosen to go for 10 years. I have read and observed champion investors of this world. Their suggestion is to compute and analyze companies based on atleast 10 years data.

  4. anil biyani | May 29, 2017 at 9:50 pm |

    Very good application. When every one is concentrating only on Technical Analysis, it was very helpful to use this excel sheet. Money is earned the hard way but you need to have a logical approach and have patience. If you follow the instructions given with the excel application, it will change your outlook and perspective for trading in the markets and reward you many times over.

  5. Hi,
    Your stock analysis worksheet is not applicable to banks (private or public), especially when considering various parameters in the balance sheet, profit loss and intrinsic valuation. Is there going to be an update in that regards? Please clarify.
    Thank you

    • Hello, Yes this worksheet is meant for non banking stocks. I am planning to develop a worksheet that works for banks as well. Update will take some time. Thanks for asking.

  6. Great work! The concept of manual entries is a very clever one as it informs you what is exactly required for anaylsis.

    • 1) It seems very difficult to find the Rf & Rp. Can you give me a link where I can find this.?
      2) For some stocks I get the IV as –ve. Ex. For Ashok Leyland see the pic. Do you think I am making some input errors?

      • Dear Anirudha,

        Rf & Rp are automatically calculated by the worksheet. These values will not be available on internet.

        It is possible to get a negative IV for some companies in this worksheet. It is a sign that the company is not generating enough “free cash flow” to fund its future growth. I will suggest that do not bother too much about the negative value. Try to develop an “overall impression” about the company from the “Analysis Sheet”. The analysis sheet takes care of the effect of intrinsic value of the stock on the overall rating.
        Thanks,
        Mani

  7. Does your program work on Apple (Mac) computers?

    • Hello Prakaash, Thanks for your query. This worksheet can work on Macbook but MS Office (Excel) must be installed in it.
      Just to clarify, what we offer is not a program. It is a simple MS Excel worksheet with few formulas embedded in it. Please see our video for more details.

  8. A Senthil Kumar | May 13, 2017 at 5:53 pm |

    Grading can also be automated based on the calculations

    • Hello Senthil, I can fully understand your point. In fact the beta version of this worksheet was built on this line. It is easy and it can be implemented withing minutes. But I have intentionally not automated this step. When users puts “grades by self”, they are forced to think and become more “aware” of the stock they are dealing with. The purpose of this worksheet is to make people “learn” the process of stock analysis. Self grading of each and every parameter of a stock is a great learning experience. I hope you will agree.

  9. Amit Kumar | May 11, 2017 at 7:22 pm |

    Gives great help to find multibagger stocks for investment.

  10. PATRIC ROZARIO | May 11, 2017 at 7:20 pm |

    we expect all the required data regarding a company in your sight itself instead of making us search for it elsewhere.

    • Hello Patric, providing all stock data in my blog will be impossible. But the new updated version has been tailor made such that all stock data will be available in single location (moneycontrol). You can also see the video guide for a detailed idea of how to use this worksheet to learn stock analysis.

  11. Gurudatta Kamath | May 11, 2017 at 1:12 pm |

    Four Star

  12. Good

  13. Saravanan | May 11, 2017 at 7:00 am |

    Please Reduce some Manual Entry

    • I know that manual entry can be time taking and boring. But this is an essential process that must be followed to ‘learn’ effective stocks analysis. Too much automation will not help the idea of “learning”.

  14. NOT RECIEVED WORKSHEET YET …PAYMENT IS ALREADY DONE

    • Sorry, but the email id you have provided in the form while making the payment was wrong. May be there was a typo error. But not problem, I will email you the worksheet on your correct email id. Please confirm.

      • Kaustubh Kapdoskar | May 11, 2017 at 7:05 am |

        Thanks for your prompt and positive response.
        Looking ahead for such delightful experience in future.
        Kindly email the worksheet on my correct email id.

  15. Ram Prakash Agarwal | May 4, 2017 at 11:05 pm |

    Great tool for stock analysis

  16. Great Worksheet, I earned more money because of your accurate analysis and before purchase any stock I checked what price should I buy or sell the stocks.Once again thanks for your great job and looking forward more sheets from you.

  17. Quite Insightful and informarmative

  18. Brilliant worksheet which makes stock Picking easier

  19. IF MORE AUTOMATED AND LESS MANUAL ENTRY

  20. Cskaparthi | May 4, 2017 at 11:02 pm |

    Really useful

  21. Captain Kenjle | May 4, 2017 at 11:01 pm |

    The analysis procedure and thought process that has gone into compiling this worksheet is very commendable. It is very useful for all equity investors.

  22. Stock Analyis worksheet is really good. Ever since I bought the worksheet, I am analysing 2 to 3 companies per week. I am saving all those worksheets, so whenever I see if there is any correction in the market, I am checking my worksheets of my favourite stocks and if they come near the intrinsic value, I am buying it. This way I am buying quality companies at fair values. It helps me keep disciplined. Thanks sir for the worksheet.

  23. Ritesh Kaul | May 4, 2017 at 11:00 pm |

    Good tool to understand the fundamental health of a company. Given 4 star as the 3rd sheet which is a grading sheet uses assumptions which can impact the overall scoring of the stock.

  24. Ganesh bhadke | May 4, 2017 at 10:59 pm |

    Found good but complicate and not understood properly

  25. S.Lakshmi Narayanan | May 4, 2017 at 10:58 pm |

    Though at first it is complicated to understand, it becomes easier with practice. It gives a good and strict frame work for evaluating a stock

  26. Satish S Varma | May 4, 2017 at 10:57 pm |

    Excellent Excel sheet to work one for precision analysis

  27. Arun Bhaskar v | May 4, 2017 at 10:57 pm |

    Its useful. Its easy to use also

Comments are closed.

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