ABCDEFGHIJKLMNOPQRSTUVWXYZAAABAC
1
1. If you do not have Excel Add-in installed, please install the Add-in at https://www.gurufocus.com/excel-add-in
2
2. Make sure you login to the Excel Add-in. The username and password are the same as for GuruFocus.com.
3
3. Enter the stock ticker in Cell B9. Do not change the formulas in any other cell.
4
4. This template retrieves historical price and fundamental data for the stock, including GF Score and its five ranking components.
5
5. You can add additional metrics in Cells G49 to H67.
6
Stock Summary Template
You can read more about our GF Score calculation here: https://www.gurufocus.com/term/gf_score/NAS:AAPL/GF-Score/Apple
7
8
9
Ticker:TSLAGF Score#NAME?
10
Current Price:#NAME?
11
Company#NAME?
12
Sector#NAME?
13
Industry#NAME?
14
Predictability#NAME?
15
16
Profitability#NAME?
17
GF Value#NAME?
18
Momentum#NAME?
19
Financial strength#NAME?
20
Growth#NAME?
21
22
23
Financial strength#NAME?Profitability rank#NAME?GF Value rank#NAME?
24
Cash-to-debt#NAME?Operating margin %#NAME?Day's change %#NAME?
25
Cash-to-debt (10y low)#NAME?Operating margin % (10y low)#NAME?GF Value#NAME?
26
Cash-to-debt (10y high)#NAME?Operating margin % (10y high)#NAME?Price-to-GF-Value#NAME?
27
% above 10y low#N/A% above 10y low#N/A
28
% above 10y high#NAME?% above 10y high#N/A
29
5-year Operating margin growth rate#NAME?
30
PE ratio#NAME?
31
Equity-to-asset#NAME?Net margin %#NAME?PE ratio (10y low)#NAME?
32
Equity-to-asset (10y low)#NAME?Net margin % (10y low)#NAME?PE ratio (10y high)#NAME?
33
Equity-to-asset (10y high)#NAME?Net margin % (10y high)#NAME?% above 10y low#N/A
34
% above 10y low#N/A% above 10y low#N/A% above 10y high#N/A
35
% above 10y high#N/A% above 10y high#N/A
36
37
Debt-to-equity#NAME?ROE %#NAME?PB ratio#NAME?
38
Debt-to-equity (10y low)#NAME?ROE % (10y low)#NAME?PB ratio (10y low)#NAME?
39
Debt-to-equity (10y high)#NAME?ROE % (10y high)#NAME?PB ratio (10y high)#NAME?
40
% above 10y low#N/A% above 10y low#N/A% above 10y low#N/A
41
% above 10y high#N/A% above 10y high#N/A% above 10y high#N/A
42
43
Debt-to-Ebitda#NAME?ROA %#NAME?PS ratio#NAME?
44
Debt-to-Ebitda (10y low)#NAME?ROA % (10y low)#NAME?PS ratio (10y low)#NAME?
45
Debt-to-Ebitda (10y high)#NAME?ROA % (10y high)#NAME?PS ratio (10y high)#NAME?
46
% above 10y low#N/A% above 10y low#N/A% above 10y low#N/A
47
% above 10y high#N/A% above 10y high#N/A% above 10y high#N/A
48
49
Growth rank#NAME?Momentum rank#NAME?Add additional fields below:
50
3-year revenue growth rate (per share)#NAME?6-1 month momentum %#NAME?Market Cap#NAME?
51
3-year revenue growth rate (10y high)#NAME?12-1 month momentum %#NAME?Price#NAME?
52
3-year revenue growth rate (10y low)#NAME?Beta#NAME?Volume#NAME?
53
% above 10y low#N/A
54
% above 10y high#N/A1-week total return %#NAME?
55
1-week relative to S&P total return %#NAME?
56
57
3-year Ebitda growth rate (per share)#NAME?1-month total return %#NAME?
58
3-year Ebitda growth rate (10y low)#NAME?1-month relative to S&P total return %#NAME?
59
3-year Ebitda growth rate (10y high)#NAME?
60
% above 10y low#N/A3-month total return %#NAME?
61
% above 10y high#N/A3-month relative to S&P total return %#NAME?
62
63
3-year EPS without NRI growth rate#NAME?6-month total return %#NAME?
64
3-year EPS without NRI growth rate (10y low)
#NAME?6-month relative to S&P total return %#NAME?
65
3-year EPS without NRI growth rate (10y high)
#NAME?
66
% above 10y low#N/A12-month total return %#NAME?
67
% above 10y high#N/A12-month relative to S&P total return %#NAME?
68
69
70
Historical Price:
71
Date StringDatePrice
72
#NAME?#NAME?#N/A#NAME?
73
#N/A#N/A#N/A
74
#N/A#N/A#N/A
75
#N/A#N/A#N/A
76
#N/A#N/A#N/A
77
#N/A#N/A#N/A
78
#N/A#N/A#N/A
79
#N/A#N/A#N/A
80
#N/A#N/A#N/A
81
#N/A#N/A#N/A
82
#N/A#N/A#N/A
83
#N/A#N/A#N/A
84
#N/A#N/A#N/A
85
#N/A#N/A#N/A
86
#N/A#N/A#N/A
87
#N/A#N/A#N/A
88
#N/A#N/A#N/A
89
#N/A#N/A#N/A
90
#N/A#N/A#N/A
91
#N/A#N/A#N/A
92
#N/A#N/A#N/A
93
#N/A#N/A#N/A
94
#N/A#N/A#N/A
95
#N/A#N/A#N/A
96
#N/A#N/A#N/A
97
#N/A#N/A#N/A
98
#N/A#N/A#N/A
99
#N/A#N/A#N/A
100
#N/A#N/A#N/A