• # Stock Valuation Levermann Excel

Stock Valuation for the Levermann Score in Excel

Description
Welcome to this excel sheet!

It enables you to do a stock valuation within a few minutes according to the so-called Levermann method. A detailed description of this method can be found in the book "The Practical Handbook on the Levermann Strategy: Stock Selection by Points System" by Petra Wolff
https://www.amazon.com/Practical-Handbook-Levermann-Strategy-Selection/dp/172559174X

The final data score and the basic input parameters can be found in the worksheet "Levermann". The calculation is made from various other worksheets, which you can simply add or update from the Internet via copy & paste. Afterwards I will explain the individual worksheets.

In the "Scores"-Worksheet you can see the Levermann-Score for more than 100 stocks.

Levermann Score in weniger als 4 Minuten ermitteln

Worksheet "Levermann"
"Here you can enter the basic input parameters (in YELLOW) and on the left side you can see the individual Levermann points (A1-F14) or the final score (F15).
In the area A1-F17 the evaluation is carried out according to the complete Levermann method - and in the area A21-F28 according to the so-called Lervermann ""Light"" method. (for a distinction see the explanation in the book).
In cell I1 / Last quarterly report, enter the date of the last publication of an annual report or quarterly figures - you can do this, for example from ariva.de (under key figures at the bottom right) or finanzen.at (under company / dates)
In cell I2 / Benchmark Index, enter the index required for various calculations that should serve as a comparison for the stock to be valued - the Excel sheet already contains a few indices (SP100, SP500, Nasdaq100 for the US, DAX, MDAX for Germany; STOXX50, EUROSTOXX and other countries). Which comparison index you should select, you can find for example on finanzen.at (on the main page, approx. in the middle in the right area under indices). It is important in any case that there is a corresponding worksheet of the same name for the index entry in I2. How to fill these idx worksheets is described in detail below.

In cell I3 / Prices the name of the worksheets from which the prices for the stock title are drawn can be seen - this is currently set to financial_course by default. So the dates are taken from finanzen.at - but due to the variable parameterisation, the price data could also be obtained from other sources as long as they follow the basic form (date ascending in the first column A and relevant price in column C).
In cell I4 / market capitalization, this value of the stock is to be entered in billions - the value may come from finanzen.at (on the main page - right center - below market capitalization). This value has an influence on the calculation of the Score value - but the distinctions exist here only with market capitalization values ​​<2, <5 and> 5.
In cell I5 / Finance Stock, the value J / N has to be entered depending on whether the stock is in the finance business (for example, banks, reinsurance or similar). If it is a financial stock the value is ""J"" - otherwise ""N"". This entry also has an effect on the calculation of the Score value.
In the gray cells K1-P27 there are internal different calculation values ​​- they have no relevance for the end user and are only used for various intermediate calculations - can also be hidden above by the grouping function in Excel if desired."

Worksheet "ariva"
"Here are copied the key figures for the stock from arive.de.
Before the data is copied, the worksheet should always be deleted (the easiest way is to select the whole worksheet withu the button in the upper left corner of the sheet between row 1 & column A and then press delete).
The data from ariva.de is taken from the area ""key figures"" - starting with ""GuV / Bilanz ..."" until the last entry in the last year column and the last line (currently working capital in USD million) everything is marked and then copied. Everything is then inserted in cell A1 - with the option ""adapt to target formatting"" - this insert option can be found in Excel at the point ""Paste"" if you click on the small arrow down there.
Then all relevant data should have been copied to the worksheet."

Worksheet "finanzen_kurse"
"In this Worksheet the price data form finanzen.at is copied for the stock.
Before the data is copied, the worksheet should always be deleted (the easiest way is to select the whole worksheet withu the button in the upper left corner of the sheet between row 1 & column A and then press delete).
The data of finanzen.at is taken from the area ""Courses + Charts + Realtime"" and there ""Historical"". There it is best to take a 2 years ago starting date (the easiest way is to change the year back for 2 years).
By clicking on ""View Historical Prices"" all price data for the selected period will be updated. Then you have to copy everything from ""date opening closing day high daily low turnover"" up to the last price value at the bottom. This all is then inserted in cell A1 - with the option ""adapt to target formatting"" ""- this insert option can be found in Excel at the point ""Insert"" if you click on the small arrow down there.
Then all the relevant data should have been copied to the worksheet. """

Worksheet "MS Wallstreet"
"Here are copied the earnings revisions from Morningstar.com for the stock.
Before the data is copied, the worksheet should always be deleted (the easiest way is to select the whole worksheet withu the button in the upper left corner of the sheet between row 1 & column A and then press delete).
The data on morningstar.com can be found under the stock title under ""All Financials Data"" => Selection ""Balance Sheet"". There under ""Valuation"" / ""Wall Street Estimates"". It is marked starting at ""Annual Earnings Estimation"" to ""S & P 500 Avg"" under the ""Analyst Ratings"" section and then copied. Everthing is then inserted in cell A1 - with the option ""adapt to target formatting""- this insert option can be found in Excel at the point ""Insert"" if you click on the small arrow down there.
Then all relevant data should have been copied to the worksheet.
If there are problems with displaying the numeric values ​​with the ""."" Instead of the "","" and date values ​​instead of the numbers are displayed, please format the entire worksheet as text before copying."

Arbeitsblätter "idx_xxx"
"Here the price data of the benchmark index from finanzen.at is copied.
For each index a separate worksheet is created in the form ""idx_xxx"".
The procedure is analogous to the worksheet ""finanzen_kurse"", except that the price data of the stock will not be copied here, but the price data of the respective benchmark."

"I wish you much success and enjoyment with this evaluation Excel sheet.
"

This Best Practice includes
1 Excel Sheet for the Levermann Score

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