Download Stock Valuation Spreadsheets

The spreadsheet connects directly to a dedicated Morningstar data feed to download 10 annual and 5 quarterly statements.

The data covers all major USA stock exchanges. International stocks including Canadian data is not suppported at this time.

Here is an excel file of the raw data and line items.

The dashboard helps you stay focused by presenting the important information on one sheet. You can print this out, or save it as a PDF. Keep it for your records or send to family and friends. They will think you are an investing genius.

Start breezing through 10 years of financial statements. The income statement, balance sheet and cash flow statement are presented on one page, making it easy and convenient to go through. Additional % figures are included to help you put things in perspective.

Don’t just settle for annual figures, there is a button which extends the spreadsheet to display the last 5 quarters of financial data. How convenient!

When numbers start hitting the millions and billions, it’s hard to comprehend and put into perspective. But not any more. Now you can see how much of current assets make up total assets, or whether inventory is increasing compared to accounts receivables based on the % differences and graphical trends.

Historical metrics are displayed for the past 10 years. You can now check the trend of investing metrics such as PE and Price to Cash Flow. See clearly whether there have been improvements over time.

Rather than just give you a valuation number and then expect you to know what it means, additional supporting numbers and trends are displayed to help you decide the strength of the business.

The spreadsheets are designed to be easy to use, yet contain all the power needed for in-depth valuation.

Let the spreadsheet do the valuation efficiently. All you have to do is control the DCF output by adjusting numbers from a drop down list or entering adjustment figures into the yellow boxes.

It’s just like auto pilot mode, and you still have 100% control.

This model is based on Benjamin Graham, the father of value investing. It values a company based on EPS and growth. This method offers a different perspective to DCF, providing you with a good alternative valuation to think through.

An easy way to value stocks it to look at the PE. This method improves on the basic PE multiple method by making adjustments to the PE based on the company strength. Easy to understand and use.

Suited for those with good financial statement understanding. Modeled after Bruce Greenwald’s method to determine the existence of a moat, how much money it will cost to replicate the stock’s business and what it is worth based on normalized earnings.

Quickly and easily calculate how much a company is worth in a liquidation or fire sale based on the balance sheet.

Here, you can determine the health of the company. There are 3 financial models in this section and were created based on technical papers written by the likes of Piotroski, Altman and Beneish. These names are famous in the world of value investing.

With the accrual worksheet, you can take one glance to see whether a company is abusing its accrual method to make its stock go up.

The easiest way to compare competitors against popular financial metrics. Directly compare 10 companies side by side. Simply determine who the competitors are, enter their ticker and refresh for the information to be loaded.

Not everyone is good with numbers but everyone knows how to read a graph. Choose from over 30 different types of charts in any order you want.

After having spent time to go through a stock, keep track of valuations and your assumptions. Easy as just pressing the “add stock” button on the page.

How would you like to update 250 tickers with stock information in less than 3 seconds? This watchlist lets you add up to 250 tickers and will then download the latest information in three seconds.