Stock Analysis Excel Model (Ver. 3.0) - Safal Niveshak

Description
A few readers have accused me in the past of being a sadist who wants them to do the dirty work of analyzing companies on their own, instead of simply recommending stocks like so many other blogs do.

But I’d rather give you a compass instead of a map, for you can confuse the map with the territory and lose your life’s savings walking that path.

In this pursuit of handing you another compass, here is Version 3.0 of my Stock Analysis Excel Sheet that you can download on your computer, read through the instructions to follow a few simple steps, and then analyze not just the past performance of a company but also arrive at its approximate intrinsic value range.

And unlike the previous versions where you were required to enter most data manually, this latest version feeds in data automatically from Screener.in website, which subsequently feeds into my sheets on financial analyses and intrinsic value calculations. So you must thank Screener’s creators and my friends Ayush and Pratyush before thanking me.


If you have been into financial modeling in the past, this excel file may seem like a child’s play. But, if my 14+ years of experience as an analyst is anything to go by, this is most of all you require to “quantitatively” analyze stocks…not models running into hundreds of rows and tens of sheets.

I have personally tried my hands at both the kind of models – the simple one that you can download below, and the complex ones that most analysts use in their doomed pursuits of finding the elusive target prices. Without a doubt, simplicity beats complexity hands down.

By the way, my analysis excel that you will download below – especially the intrinsic value calculations – works well with simple businesses that have a good track record of performance. Complex, volatile businesses must not be analyzed anyways, and no spreadsheet can help you there. Also, this excel won’t work for banking and financial services companies.

While you can download this Analysis Sheet FREE of charge, you may pay me through your feedback, testimonials, and tweets.

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