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.
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July 10th, 2008 at 4:30 pm
Jae,
Excellent! Very useful. Thank you.
August 5th, 2008 at 5:59 pm
I just wanted to show my respects to you & your methodical work. Great stuff, I enjoy reading your blogs
August 5th, 2008 at 8:59 pm
Glad that you are enjoying the blog. Hope I can keep up the content
November 21st, 2008 at 7:32 pm
wow. thanks! these are great for a first pass. greatly appreciated.
November 23rd, 2008 at 4:22 pm
No worries. I hope you find some good gems with it.
May 12th, 2009 at 7:36 am
Jae,
May I suggest you add a line “Enterprise Value/EBITDA”.
This information is available on Yahoo finance!
Regards
May 13th, 2009 at 12:23 am
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.
May 13th, 2009 at 5:36 am
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!
December 24th, 2009 at 7:05 pm
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
December 25th, 2009 at 11:02 am
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.