Stock Analysis Worksheet V2.1.4

Use this worksheet to analyse your stocks. Just copy and paste the financial data of stocks in this worksheet, and it will do the rest. What it will do? It will estimate the stocks intrinsic value.

How to buy?

Pay using the above (green) Buy Button. Once the payment is made, the download link will be automatically emailed to your email id. Check your Inbox/Spam box after payment

  • Pay online
  • Provide your email ID
  • Download link will be emailed
  • Check your inbox/spam box
  • Check email from "Instamojo"
  • Download within 24Hrs of Payment

Why to buy?

This worksheet is one of its kind. It helps its user to convert financial data into “intrinsic value“. This eventually helps the user to check if the stock is fairly priced (undervalued) or not. Buy to:

  • Experience fundamental analysis
  • Estimate Intrinsic Value
  • Know if stock is Overvalued
  • Estimate stock's overall rating
  • Check financial ratios
  • Check 10 year price trend

Introduction

What a layman can do with Balance sheet of a company? Very less. Reading financial reports, and estimating intrinsic value (fair value) from the numbers in financial reports is a challenge. This is where this “stock analysis worksheet” can be of help to its users. Watch its introduction video to know more about it.

Why to buy - stock analysis worksheet

QUICK TIPS

  • Always copy data from "Chrome"
  • 12-15 minute to analyse a stock
  • Must watch data entry "video guide”
  • Before use, watch the video guide
  • Never remove password protection
  • Basic MS Excel skill is required

LIMITATIONS

  • Stock must have 10 year data
  • Full editing rights is not provided
  • Gives no investment advice.
  • Runs only on "MS EXCEL"
  • It's not a software
  • Works only for non-banking stocks

Data Entry

Data entry must be done manually in the worksheet. Majority data is available in moneycontrol. Please watch the video guide to know “how to enter data” into the worksheet. This is a must to use the worksheet correctly.

Utility of sheet

To get a feel of the utility of this worksheet, you are suggested to read this blog post. It will highlight the key aspects of this worksheet.

Testimonials

The analysis procedure and thought process that has gone into compiling this worksheet is very commendable. It is very useful for all equity investors.
Captain Kenjle
APR 04, 2019 AT 1:31 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
S.Lakshmi Narayanan
APR 02, 2019 AT 3:23 PM
I purchased your Stock Analysis worksheet recently, I should say that I have learned much more about value investing, I am just an average investor and would always see my portfolio in the RED, when I analysed all my holdings with the worksheet I realized the mistakes I made and cleaned up my entire portfolio and started from scratch, after a long time I have seen my portfolio in the GREEN and boy I am happy. All thanks to you and this priceless worksheet you have created. Keep up the good work of imparting your knowledge to the less fortunate people like us with little or no wisdom about investing. I also needed to purchase the balance articles in the worksheet + that includes the book and other worksheets, since I have already purchased the stock analysis worksheet, do I have to buy it all over again since its all in a bundle.
Terrence Dsouza
MAR 07, 2019 AT 2:22 PM
When I bought this worksheet I was not sure how it will work. Earlier I had my hands on other excel sheets from internet which can claim to analyze stocks. But this particular worksheet is more conclusive. It actually tells you if the stock is fundamentally good or bad. I myself being a software engineer could imagine the volume of calculation that goes behind to render such conclusive stock information. I must say, Good Job Mani.
Prakash Jadhav.C
FEB 24, 2019 AT 7:06 AM
“Hi, i have purchased your excel and it is an excellent tool and great value for money. I only had a small question on FCF calculation. What is the discount rate the calculator uses to discount the future cash flow to present. If i have set the risk free rate of 7.5% . My expectation from a stock is 25%, i don’t want to buy anything that gives me 25% how can i modify the discount price please. Should i increase the risk free rate to for e.g. 20% ???”
SANDESH
SEP 02, 2018 AT 11:18 PM
“I tried the software for mahindra holidays. I was surprised to find intrinsic value at Rs. 179 while market price is 317. It really gave me an insight at what price I should have initiated my position. Since I have already bought at higher levels I can only hope of better valuations in future. Unfortunately the sheet could not work for my mistake in copying and thus got blocked. I would suggest to use if you need transparent knowledge about company rather than following stock purchase advice by institutions.”
AJIT KUMAR
JUNE 26, 2018 AT 6:56 PM
“It is a guiding tool for investors and I appreciate you efforts and for meaningfully sharing your knowledge.”
MANICKAM PARI SEP 24, 2018 AT 10:39 AM
“Got it, sir. Thank you. your blog and worksheet are really helpful for novice investors like me from nonfinancial background. Appreciate your effort. Keep it going and enlighten us towards right path :)”
AMAR
AUG 14, 2018 AT 10:32 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.”
PANKAJA MUNDHRA
JUL 21, 2018 AT 8:51 PM
“Hi Mani Sir, I am a big fan of your stocks analysis sheet and thanks to you for that. I want to know that while putting the Balance sheet values in the sheet from moneycontrol, should I be picking the consolidated or standalone values (from moneycontrol). Please advise. Thanks”
HASSAN
SEP 13, 2018 AT 08:10 AM
“The stock analysis worksheet I can say is one of the best and easiest tool for evaluating stocks i have ever seen. It will be definitely helpful for all levels of individuals either they are a beginner or an experienced investor who believe in value investment. I use stock analysis sheet extensively before I take any decision on buying a new stock which i find worth for investment. The developer has materialized all the best practices learnt and the knowledge gained all these years in a practical manner through a simplified excel worksheet. A good one not to be missed.”
SUDHAKAR M
JUNE 19, 2018 AT 8:44 PM
“I got this Stock Analysis Worksheet yesterday. I am in direct stock investing from last three years and I follow value investing. This product is amazing. I was studying about symphony ltd. from past six months, I guess. After downloading this worksheet it took hardly 40 minutes (it includes the time to learn how to enter data also) to get the comprehensive analysis of the company. It is so handy and within a short span of time one can analyze so many companies. It covers so many aspects wonderfully. It shows how much effort and research have been put in making this Stock Analysis Worksheet. I am glad, visited this blog and purchased this awesome product.”
SHRUTI MEHROTRA
JUNE 11, 2018 AT 8:17 AM
“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”
ANIL BIYANI
JAN 21, 2017 AT 9:41 PM
“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”
TEJA
APR 09, 2018 AT 11:17 AM

FAQ's

Have made the payment, how to get the worksheet?

Check your Inbox/Spam box. The download link is provided in the email.

How to use the worksheet?

Before using the worksheet, first see every minute of the “video guide” on data entry. The video has been embedded in this page itself. See section “Data Entry” above.​

Getting DIV/O Error. What to do?

DIV Error will appear only when the data entry has not been done properly. Before using the worksheet, first see every minute of the “video guide” on data entry. The video has been embedded in this page itself. See section “Data Entry” above. ​

What are the good practices while starting to use this worksheet?

(1) Download the worksheet. (2) Make a duplicate Copy. (3) Go Step by Step. (4) Do not start analysing stocks from day one. (5) First, see every minute of the “video guide” related to how to enter data. (6) Try to implement it simultaneously in the worksheet. (7) Idea should be to learn to “paste data” as suggested in video.​

Upon data entry why worksheet is indicating password protection?

The worksheet is password protected. But the message related to password protection will appear only “if copy/pasting of data is not done properly”. Solution is, watch the Video guide related to data entry.​

Why the download link in the email is not working?

The Download link will work only for the first 24 hours from the point of payment. This feature is necessary to limit the number of downloads over a period of time.​

Bought the worksheet sometime back, how to get the updated version of the same?

The worksheet gets updated with time. Occasionally we give offers to existing users, but there is no promise that existing users will get all the updates. But I wish, some day I will be able to extend this facility to all users.​

I do not know MS EXCEL, can I use the worksheet?

Basic knowledge of MS Excel is necessary. The level of skill necessary can be understood by watching the video guide. The user is only asked to copy data from internet and paste it in worksheet.

The Data Entry process is time taking, can it not be reduced?

For a new user, data entry process may look slightly daunting. But with time, when the user gets used to the work, it will become easy. Generally speaking, for a trained hand, it will not take more than 10 minutes to enter data.

Which range of dates should be selected for the price sheet?

Selection of 10 years “monthly” data is necessary. For details watch the video guide. Example: Current date: 23-08.2018, Back date: 24-08-2008.

Why the sheet is showing errors for stocks like HDFC Bank, Axis Bank, ICICI Banks etc?

This worksheet can be used only for non-banking stocks.​

Whom to contact in case of problem?

In case of problem, I will suggest you to refer the full FAQ section provided here. You must also watch the ‘video guide’ repeatedly. I am sure 99.9% of your queries will get answered. In case your problem is beyond what is covered in FAQ and video guide, kindly email me (Mani) at [email protected]​ I will be more than happy to support.