Stock Analysis Sheet (1.2.2CS1)

About
  • This worksheet analyze Indian stocks
  • Its conclusion is easy to interpret
  • Video guide is available to help users
  • Gives great insight about the analyzed stock
  • One of its kind product available on internet

Rating : 4.12 Stars (4.12 / 5), 32 votes


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?
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 85% is a perfect buy
Credentials
  • More than than 900+ youtube subscribers
  • More than than 650+ satisfied users of our products
  • 19K+ email subscribers of our blog
  • Facebook followers - 1930+
  • Twitter followers - 260+
Why you will love it...
  • It gives true value of stocks
  • It tells, where lies the strength of the stock
  • It tells, where stock is weak
  • It rates stock as per its overall performance
  • It keeps the user of worksheet engaged
  • This worksheet is one of its kind available on internet
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

What's New

  • Along with stock analysis worksheet, we also provide a second worksheet named "Compare Stock".
  • Stocks are compared with reference to 40 numbers different parameters
  • "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.

What is stock analysis worksheet?

This is a simple Microsoft Excel Spreadsheet. This worksheet has been designed to analyze stocks.

What we mean by analyzing stocks? Before buying any stock, the person must know “important things” about that stock. This worksheet helps its users to know these “important things” about a stock.

These “important things” about stocks are basically those information’s which all investor must know before investing. These information highlights whether a stock is a good buy or not.

But how this worksheet know these “important things” about all Indian stocks? This is a very valid question.

If this is a simple Excel Spreadsheet, how it can know “important things” about all stocks? It is impossible, right? Yes, I accept that. But some manual data-entry, and few intelligent formulas can transform a simple Excel Spreadsheet into a stock genius.

What stock analysis worksheet does for its users?

I have tagged this worksheet as a stock genius, why?

What this worksheet does for its users is to make them realize the strength and weakness of the stock. This worksheet grades different parameters of a stock, and arrives at a conclusion.

The final conclusion of the stock under analysis will look like this:

StockAnalysisWorksheet_conclusion

The above snapshot shown is related to an Indian stock called CUMMINS INDIA. You can see in the conclusion that CUMMINS INDIA has scored high grades in Business Fundamentals, Profitability, and Price History. But when it comes to ‘Price Valuation’, the stock has earned low grades.

So what we can conclude about CUMMINS INDIA?

In terms of overall business, the stock is a fundamental powerhouse. But at present its market price is overvalued.

Hence the overall grade of CUMMINS INDIA is lower than generally what is recommended.

How stock analysis worksheet works?

This is not a software, it is a simple Excel Spreadsheet. Hence, to make this dead worksheet work, some efforts needs to be put in. But believe me, the end result will be worth the effort.

What kind of effort I am talking about?

To make this worksheet work seamlessly, one must copy and past few financial parameters of the stock to be analyzed.

Where one will get the needful financial parameters? It will be available in moneycontrol.com

Open the stock page in moneycontrol that you want to analyze (Example: stock page of CUMMINS INDIA)

In that stock page, following tabs will provide the data that needs to be copied from moneycontrol.

StockAnalysisWorksheet_moneycontrol

Copy the needful data from moneycontrol and paste it in stock analysis worksheet.

Which financial data needs to be copied from moneycontrol?

BALANCE SHEET: Total share capital, Reserves, Long term borrowing, Short term borrowing, Tangible assets, Total current liabilities, Total current assets, Cash and cash equivalents, Inventories, Trade receivables, Current investment.

PROFIT AND LOSS A/C: Total Revenue, Total Expenses, Net Profit (PAT), Depreciation, Basic EPS, Shares outstanding, Equity share dividend.

CASH FLOW STATEMENT: Net cash from operating activity, Net cash used in investing activity.

RATIOS: Return on net worth, Return on asset, PBDIT margin.

How much time it will take to copy and paste the above data?

Initially for a new person, this data transfer may take 30-40 minutes. But it also depends on the persons proficiency and internet speed available with the person.

After some practice, the data transfer will take considerably lesser time. I personally take less than 20 minutes to transfer all financial data from moneycontrol to stock analysis worksheet.

In addition to above financial data, following information also needs to be recorded in the stock analysis worksheet:

StockAnalysisWorksheet_summarysheet

To let you know more about the data transfer, I have prepared a video. In this video I have shown all steps required to use this worksheet.

I will request you to see this video and get a better feel about how this worksheet really works.

Moreover, in the stock analysis worksheet itself, there is a HELP SHEET which also guides its users on how to use the worksheet.

This worksheet teach people to do fundamental analysis, how?

This is the most interesting aspect of this worksheet. Though I will admit that many people have suggested me to automate this process in worksheet.

I am talking about self-grading of different parameters of stocks by the user. Yes, the user of the worksheet provides grades to the stock, themselves.

This worksheet does not grade stock automatically. Though it is very easy to automate the grading procedure, but I have intentionally kept it manual. Why?

The biggest problem of stock investing is, people invest blindly in stocks. The purpose of worksheets like these is, to make people more aware about the stock before its purchase.

If the stock grading is made automatic, what users will do is to simply copy and paste the data from moneycontrol, and blindly believe the outcome of this worksheet.

This is not the purpose of this worksheet.

This worksheet is not a stock advice tool.

Instead it is a tool which makes its user LEARN the process of fundamental analysis.

But is the grading of stocks parameter complicated?

Not at all. One has to just compare the stock data with what is ideal, and give their own rating in scale of 1 to 5.

Lets see how the stock grading page looks like:

StockAnalysisWorksheet_analysissheet

It hardly takes 10 minutes for the user to grade all the parameters. But the best part is, once you have done the grading, and you are not happy with the final CONCLUSION, you can re-evaluate your grades.

If this would have been done automatically by the worksheet, the possibility of revaluation would not have existed.

But, revaluation is good or bad?

This reiteration of grades by the user makes the user feel FULL OWNERSHIP on the final outcome (Conclusion). How?

Observing the stock parameters deeply, comparing them with ideal, and giving suitable grades based on ones understanding, provides immense insights to the user about the stock.

It will not be an overstatement to say that, repeated use of this worksheet (practice) will make the user a true stock investor over a period of time.

How the final results look like?

I have already shown you above that how the stock analysis worksheet displays the conclusion.

In addition to this, the stock analysis worksheet also provides representation of results in the form of charts.

The details that are visible in charts are as below:

* How P/E of stock compares with industry and Sensex P/E ratio.
* How P/B of stock compares with Sensex P/B ratio.
* What returns can be expected from this stock if bought at right price.
* Current Dividend Yield compares with last 10 years average dividend yield.
* Market price trend 30D, 50D, 150D & 200D SMA.
* Historical price trend of last 10 years.
* Graphical representation of grades achieved by the stock upon analysis.

StockAnalysisWorksheet_chart

How detailed is the analysis of this worksheet?

This worksheet analyze stocks based on following parameters:

1) Price valuation
2) Business fundamentals
2.1) Profitability of business &
3) Price history of last 10 years

But based on what parameters this worksheet analyzes the above 3 points? And how the result of this analysis is being presented to the user of this worksheet?

To conclude if a stock is correctly priced or not, this worksheet analyzes the stock’s current market price based on P/E ratio, P/B ratio, Dividend Yield & PEG Ratio.

But what this worksheet does best is to roughly calculate the intrinsic value of the stock.

Calculation of intrinsic value of stocks is a subject on its own. I am not sure how many people on this mother earth knows how to accurately estimate the intrinsic value of stocks.

The first such names that comes to mind are Late Benjamin Graham, Warren Buffett, Peter Lynch etc. I am sure the list will not be too long. The reason being; accurately estimating intrinsic value of a stock is a skill which is known only to the gifted few.

Hence, I will not boast that I have this skill. What I can claim is that, my stock analysis worksheet developed can estimate intrinsic value by being very conservative. Hence, the intrinsic value indicated in this worksheet is only for a general reference.

But personally speaking, with my own experience, this stock analysis worksheet works reasonably well. Even though it is not very accurate in estimating intrinsic value of stock, it is still reasonably effective.

Lets see how this worksheet analyzes price valuation of a stocks, and how it presents the same to its user:

StockAnalysisWorksheet_PrieValuation

Like wise, business fundamental and profitability of stocks are also analyzed by this worksheet.

The 10 years price history of stock is just a data input exercise. One the user inputs the historical 10 years prices in the worksheet format, the worksheet automatically does the other related iterations.

51 Comments on "Stock Analysis Sheet (1.2.2CS1)"

  1. Ashis Kumar Das | July 25, 2017 at 2:16 pm |

    Your stock analysis is excellent but that video is not download from you tube, please give some download link for which I can download the video which will be better for understanding the stock analysis.

  2. Pankaja Mundhra | July 21, 2017 at 9:06 pm |

    This worksheet has been designed by a person who knows what is stock analysis. Though, for a person like me, it can be a bit overwhelming, but I must say, “Hats Off to the effort” put by the creator in compiling almost everything about stock analysis in a simple Excel Sheet.

  3. Baliram Kharche | July 21, 2017 at 9:05 pm |

    Very good to select stock

  4. Mostly no stock is getting even close to 80%, but the criteria is to go beyond 94%. If we keep checking all stocks one by one then to complete at least 200 stocks take 100 days time if we give 2 hours a day, then when to buy stock. No stock is getting beyond 60%.

    • Dear Ali, you are right. These days you will hardly find stocks which will pass the screening criteria of this worksheet. The reason being, SENSEX trading at 32,000 levels. At such Sensex levels, almost all GOOD stocks are overvalued.

      Just to explain the concept in short.
      This worksheet scores stocks based on the following 3 broad criterias:
      (1.0) Price Valuation
      (2.0) Business Fundamentals
      (2.1) Profitability of Business
      (3.0) Price History

      I recently did an analysis of Cummins India. This is one stock which scored high in terms of Business Fundamentals, Profitability & Last 10 years price history. CUMMINS INDIA earned all THUMBS-UP for these criteria.

      But in terms of Price valuation, CUMMINS INDIA scored just 50%. This brought down the overall rating for this stock.

      See, in term of investors, even if the stock is fundamentally a power house, but if it is not available at right price, its will NOT be a good buy.

      Based on your comments, I could understand that probably, 94% was a bit too stringent criteria. Hence I have released an update (1.2.1) today wherein the scoring criteria has been explained in more detail for its user. This was, if your stock earns poor grades, you will exactly know “why & where” it is scoring low.

      I hope people will like the new updated version (1.2.1)

  5. Nirmal Gupte | July 10, 2017 at 3:01 pm |

    Hello Mr. Mani,

    Bought your Excel Sheet on stock analysis / valuation few days ago. Watched the video on demonstration on the use of this sheet and at the outset I must say that this sheet is very useful. I had been attempting to do the valuation on my own using excel sheet. Since I am not from finance background, i started with DCF method and had been reading books by Prof Ashwath Damodoran on valuation. In that respect this sheet was a welcome thing, since it does a lot of things on its own and adopts holistic approach to stock valuation.

    I wish to have a doubt cleared in this regard. In the AS work sheet, under Business Fundamentals where we rate the stock basis its market capitalisation, would it not be prudent to rate a stock basis Market cap of the sector versus Market cap guidance that we use now basis on the guidelines in help sheet. Please explain why not. I am sure lot of thought has gone into it, so you must have thought about this, just that its not readily evident to me.

    • Dear Mr. Nirmal, thanks a lot for your compliments on the worksheet. It means a lot. Such feedback are precious as it speak’s out loud that the purpose of the worksheet is ultimately being achieved.

      Your idea about market capitalization is really good. Comparing stocks of same sector is always better. But this exercise will take slightly more time than than what it taken now.

      Frankly speaking, when I was building this worksheet, focus was on developing a product which is as simple as possible. Though further deep-drilling is possible in this worksheet (like your excellent suggestion), but keeping a balance between “detailing” and “easy of us” is also essential.

      Let me try. I will try to improve the ‘impact of market cap’ of stocks on this worksheet without compromising the ease of use. I will surely use your suggestion.

      Thanks a lot.

  6. Hi Mani ji,

    how to include the column in CS sheet, in the excel it’s given till 2016, now if i want include 2017 what should i do? i already bought the sheet

    • You cannot include new columns. Just edit the tabs from 2016 to 2017, 2015 to 2016, 2014 to 2015…etc
      This worksheet works only with 10 years data. Adding new column will not help anyways.

  7. I was in search of such a tool since long time which will help in understanding whether the share is good or bad. This is one tool which logically arrives at a definite conclusion about the shares inherent strengths and weaknesses. It feels great to see myself working over shares data and arriving at a conclusion. I will give a full thumbs up to this worksheet. Though the procedure could be less lengthy but I can live with it. Thank you for developing this ‘one of its kind’ tool.

    • Thanks Vivek for your kind words. Keep analyzing more stocks using this worksheet. I will also request you to kindly share more of your experience with us.

  8. 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.

  9. 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.

  10. 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.

  11. 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.

  12. 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.

  13. 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

  14. 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.

  15. 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.

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

    Gives great help to find multibagger stocks for investment.

  17. 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.

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

    Four Star

  19. Good

  20. 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”.

  21. 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.

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

    Great tool for stock analysis

  23. 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.

  24. Quite Insightful and informarmative

  25. Brilliant worksheet which makes stock Picking easier

  26. IF MORE AUTOMATED AND LESS MANUAL ENTRY

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

    Really useful

  28. 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.

  29. 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.

  30. 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.

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

    Found good but complicate and not understood properly

  32. 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

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

    Excellent Excel sheet to work one for precision analysis

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

    Its useful. Its easy to use also

Comments are closed.