Blog > Investment Tools > Blog article: Competitor Comparison Spreadsheet

Competitor Comparison Spreadsheet

by Jae Jun

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

What It Does

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 input cells are the yellow cells, and the 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 spreadsheet.

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

Installation of the SMF-addin is required and the installation instructions can be found here.

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.

Don’t let the spreadsheets infect you with the “Man with a hammer” syndrome. This is something that I’ve been subject to lately and a post will be up regarding a couple of investing mistakes on The DIV-Net this coming Saturday.