Company Analysis Spreadsheet
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UKValueInvestor.com Company Analysis Spreadsheet 2016

Instructions:

Choose the standard, insurance or bank worksheet depending on the type of company you're analysing. Look at the example worksheets to get an idea of how they work.

Fill in the grey boxes with data for the company you're analysing (company name, revenue, earnings per share etc).

Check that the various factors (e.g. Growth Rate) are within the various minimum and maximum values, i.e. coloured green.

Check that the defensive and value factors are good enough relative to the FTSE 100.

If they are then you may want to analyse the company further using the Company Analysis Questions document.

If you have any problems or if you find any errors please send an email to:

john@ukvalueinvestor.com
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Instructions
Standard Example
Standard Worksheet
Insurance Example
Insurance Worksheet
Bank Example
Bank Worksheet
FTSE 100
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