Free Competitor Comparison Investment Spreadsheet


Need information about competitors? Tired of Google, Yahoo or other websites showing incorrect competitor data or just not enough information? Problem solved.


Written by

Jae Jun

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EDIT: for all the latest spreadsheets and tools that you can download, go to the free stock spreadsheets page. All you need to do is sign up with your email and you will get a download list sent to your email.

The spreadsheet no longer uses the SMF plugin to retrieve data due to instability and data issues. The spreadsheet has to be populated manually.

Original Article

Need information on competitors? Tired of Google, Yahoo or other websites showing incorrect competitor data or just not enough information? Problem solved.

It’s a fact that many people come here for the spreadsheets and I’ve been receiving positive responses, and seeing how I grew up singing “Sharing is Caring”, here is another tool you may find useful.

The current competitor comparison provided in the intrinsic value spreadsheets display incorrect competitor information and I’ve been meaning to update it to something more meaningful.

Screenshot of the Investment Tool

What Does The Spreadsheet Do?

Displays the following ratios and statistics

  • Stock Price
  • Market Cap (millions)
  • P/E Ratio (TTM)
  • Price to Sales (TTM)
  • Price to Book (MRQ)
  • Price to Tangible Book (MRQ)
  • Price to Cash Flow (TTM)
  • Price to Free Cash Flow (TTM)
  • Dividend Yield
  • Dividend Yield – 5 Year Avg.
  • Dividend 5 Year Growth Rate
  • Payout Ratio (TTM)
  • Sales (MRQ) vs Qtr. 1 Yr. Ago
  • Sales (TTM) vs TTM 1 Yr. Ago
  • Sales – 5 Yr. Growth Rate
  • EPS (MRQ) vs Qtr. 1 Yr. Ago
  • EPS (TTM) vs TTM 1 Yr. Ago
  • EPS – 5 Yr. Growth Rate
  • Capital Spending – 5 Yr. Growth Rate
  • Quick Ratio (MRQ)
  • and MUCH more

How To Use the Investment Spreadsheet

The input cells are the yellow cells, and the competitor spreadsheet supports 6 companies which you can compare side by side.

I found a much simpler template somewhere and fixed all the cells and corrected all links and data pulls. You will also notice a new layout and design which I use in my personal investing spreadsheets.

(If you are the original creator, let me know and I will give you credit)

Installation of the SMF-addin is required and visit the full detailed spreadsheet installation instructions.

If you want to add this to the other spreadsheets, you just have to cut and paste the cells into a new worksheet. Then just update a few of the cell references and it should be good to go.

Warning

Since many ratios CANNOT and SHOULD NOT be used at face value, this spreadsheet can actually provide a false picture and also prevent you from performing additional proper research.

Download the Best Investment Spreadsheet to Compare Competitors

Competitor Comparison Spreadsheet

Also get the best premium version which includes more calculations, graphs and tools.

  • Jae,

    Excellent! Very useful. Thank you.

  • Amit D.

    I just wanted to show my respects to you & your methodical work. Great stuff, I enjoy reading your blogs

  • Glad that you are enjoying the blog. Hope I can keep up the content :)

  • wowed

    wow. thanks! these are great for a first pass. greatly appreciated.

  • No worries. I hope you find some good gems with it.

  • Jean

    Jae,

    May I suggest you add a line “Enterprise Value/EBITDA”.

    This information is available on Yahoo finance!

    Regards

  • Thanks for the suggestion Jean. With the free investment spreadsheet, unless it is a spreadsheet I use on its own, I stop updating it once I’ve uploaded it. It takes quite a lot of work to change and update a few lines because I have to make the same changes to many spreadsheets. It makes it difficult to keep track of so many different versions I have available.

    FYI If I do make the change, it will be on the premium version.

  • Jean

    Hi Jae, in fact, I have the premium version (DCF+Graham+comparison+spider…). :-)

    After reflexion, here is the following data that may be interesting:

    Enterprise Value/EBITDA
    Enterprise Value/Revenus
    % from 52-Week Low (need to be calculated from 52-Week Low cell and last trade).

    The first 2 are very useful to compare companies because Enterprise Value take car about debt and cash.

    The % from 52-Week low, just to know if the timing is good or not.

    Your website is great. Keep going!

  • James

    Hi Jae,

    I’ve been really intrigued by your website and am seriously looking at buying your premium spreadsheet version. I would, however, love it if you kind of explained the way you go about using the information you get from the spreadsheet to make your investing decisions. I am a fairly novice investor, but I am trying to learn as fast as possible.

    Thanks a lot,

    James

  • Hi James,

    With many of my stock analysis I make reference to ratios, metrics and fundamental analysis to make my decisions. To explain it here would be extremely long, so a good way would be to read my previous stock ananlyses and start from there.

    Also make sure you check out the must have investing metrics and ratios article I wrote.

  • Tom

    there is a minor error in the competitor analysis worksheet. Under the growth rates section for ‘Sales (TTM) vs TTM 1 Yr. Ago’ the formula uses a reference to “Valuation Ratios”. Unfortunately, in the Reuters database there is another text item that has the text value TTM in it. It is the “price to sales (TTM)” value. So in your spreadsheet the price to sales (TTM) shows up in 2 locations. In the correct location for price to sales and in the Growth Rates section for “Sales (TTM) vs TTM 1 YR. Ago”. To correct the error, in the formula for Sales (TTM) vs TTM 1 Yr. Ago, change the reference from “Valuation Ratios” to “Growth Rates” for the formula in each of the six columms containing competitors information.

  • Good Morning,

    i have dowloaded the above file but there is add-in could you please arrange this addin

  • I’m getting this error message when i downoad the add-in

    Error 404 – Not Found
    The page you are looking for is not found. Please check the link and try again. If it keeps occurring, please contact me via one of the methods at the bottom of the page.

  • @Vijay,
    You can download the add-in from the official yahoo groups page.

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