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UKDividendStocks.com
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Company Review Spreadsheet
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IMPORTANT: You cannot edit this spreadsheet
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Please make a copy by following these steps:
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Note: If you're using a mobile device this spreadsheet will usually look better on the Google Sheets app.
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Copy the entire spreadsheet:
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1
Log into your Google account (or create one if you don't have one)
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Click on File > Make a copy...
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Save and edit your copy of the spreadsheet
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Copy a template worksheet:
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Log into your Google account (or create one if you don't have one)
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Right-click on the template you want to copy (standard, insurer or bank)
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Select Copy to New / Existing Spreadsheet
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Save and edit your copy of the template
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Download as an Excel spreadsheet:
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Click on File > Download as > Microsoft Excel
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Download and edit your copy of the spreadsheet
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Purpose:
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This spreadsheet calculates most of the company analysis ratios and related metrics from my book, The Defensive Value Investor.
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Notes:
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Enter data into cells with a yellow background.
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Where to find financial data:
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To fill in the spreadsheet you'll need ten years of financial data for the company.
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I get my data from ShareScope, but there are other services such as Morningstar Premium.
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If you sign up to ShareScope using this affiliate link, they'll give you one month free:
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ShareScope signup with one month free
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Disclaimer, Terms and Conditions:
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You use this spreadsheet at your own risk and there are no guarantees that this spreadsheet is free from errors.
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For more details read:
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Full Disclaimer
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Terms & Conditions
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