Company Review Spreadsheet
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IMPORTANT NOTE: You cannot edit this spreadsheet.
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Please make a copy by following these steps:
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Google Sheets copy:
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1
Log into your Google account (if you don't have a Google account it only takes a minute to create one)
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Create a copy of the spreadsheet by clicking on File > Make a copy...
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Edit your copy of the spreadsheet.
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MS Excel copy:
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Download as an Excel file by clicking on File > Download as > Microsoft Excel
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Edit the downloaded copy of the spreadsheet.
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Company Review Spreadsheet
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This spreadsheet calculates most of the company analysis ratios and related metrics from the book, The Defensive Value Investor.
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Notes:
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Only enter data into cells with a yellow background.
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Free 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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If you don't have access to that data (i.e. you aren't subscribed to a paid data service like SharePad or Morningstar Premium) then here are a few sources of free data:
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Investegate.co.uk:
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Investegate has ten years of free income statement data for most companies.
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E.g.
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Ten years of income data for XP Power
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Morningstar:
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Morningstar has five years of balance sheet and cash flow statement data for most companies.
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E.g.
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Five years of balance sheet data for XP Power
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Five years of cash flow data for XP Power
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Disclaimer, Terms and Conditions:
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Obviously you use this spreadsheet at your own risk and we cannot guarantee that the spreadsheet is free from errors or that it will make you a millionaire overnight.
Full disclaimer
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For more details read:
Terms & Conditions
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