Professional Documents
Culture Documents
Stock Scorecard
Stock Ticker:
Company Name:
Industry/Sector:
Date Analysis Started:
Overall Score:
NA
Select your stock rating criteria below and fill in your rating criteria. We've put in some sample criteri
show you how this part of the spreadsheet works.
Measure
Gross Margin: 3 Year Avg
Avg Gross Margin Growth: Past 3 Years
Revenue Growth: 4 Year Avg
Net Income Growth: Most Recent Year
Actual
Result
NA
NA
NA
NA
*Enter Data into cell A1 in each respective sheet. Always delete any old data com
gher is Better)
5
40%
40%
60%
40%
Score
(out of 5)
Go To:
All Scorecard Measures
Financial Statement Analysis
Ratios and Growth Metrics
Charts
Help
Return to Download Page
Intrinsic Value Calculation
heet
Smartstockresearch.com
Morningstar account, click here:
worksheets.
2012
M
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s
E
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s
G
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C
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F
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Measure
Gross Margin: Most Recent Year
Gross Margin: 3 Year Avg
Gross Margin: 5 Year Avg
Operating Margin: Most Recent Year
Operating Margin: 3 Year Avg
Operating Margin: 5 Year Avg
EBT Margin: Current Year
EBT Margin: 3 Year Avg
EBT Margin: 5 Year Avg
Avg Gross Margin Growth: Past 3 Years
Avg Operating Margin Growth: Past 3 Years
Avg EBT Margin Growth: Past 3 Years
Return on Assets (ROA): Most Recent Year
Return on Assets (ROA): 3 Year Avg
Return on Assets (ROA): 5 Year Avg
Return on Equity (ROE): Most Recent Year
Return on Equity (ROE): 3 Year Avg
Return on Equity (ROE): 5 Year Avg
Return on Invested Capital (ROIC): Most Recent Year
Return on Invested Capital (ROIC): 3 Year Avg
Return on Invested Capital (ROIC): 5 Year Avg
Avg ROA Growth: Past 3 Years
Avg ROE Growth: Past 3 Years
Avg ROIC Growth: Past 3 Years
Net Income Growth: Most Recent Year
Net Income Growth: 4 Year Avg
Operating Income Growth: Most Recent Year
Operating Income Growth: 4 Year Avg
Revenue Growth: Most Recent Year
Revenue Growth: 4 Year Avg
EPS Growth: Most Recent Year
EPS Growth: 4 Year Avg
Dividend Growth: Most Recent Year
Dividend Growth: 4 Year Avg
Dividend Payout Growth: Most Recent Year
Dividend Payout Growth: 4 Year Avg
Operating Cash Flow Growth: Most Recent Year
Operating Cash Flow Growth: 4 Year Avg
Free Cash Flow Growth: Most Recent Year
Free Cash Flow Growth: 4 Year Avg
Actual
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
#N/A
NA
#N/A
NA
#N/A
NA
#N/A
NA
#N/A
#N/A
NA
NA
#N/A
NA
NA
NA
Return to Scorecard
Minimum
Allowable
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
0%
Max
Allowable
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
1000%
Meets Min?
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
#N/A
Y
#N/A
Y
#N/A
Y
#N/A
Y
#N/A
#N/A
Y
Y
#N/A
Y
Y
Y
Over Max?
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
#N/A
Y
#N/A
Y
#N/A
Y
#N/A
Y
#N/A
#N/A
Y
Y
#N/A
Y
Y
Y
Balance Sheet
Total Current Assets
Total Assets
Total Current Liabilities
Total Liabilities
Total Stockholders' Equity
Debt to Assets %
Cash Flow
Net Cash Provided by Operating Activities
Net Cash Used for Investing Activities
Net Cash Provided by (Used For) Financing Activities
Return to Score
###
###
###
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
###
###
###
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
###
###
###
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
Return to Scorecard
###
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
###
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
###
#N/A
#N/A
#N/A
2012
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
2012
#N/A
#N/A
#N/A
#N/A
#N/A
#N/A
2012
#N/A
#N/A
#N/A
2008
2
NA
NA
NA
2009
3
NA
NA
NA
2010
4
NA
NA
NA
Management Effectiveness
Return on Assets
Return on Equity
Return on Invested Capital (ROIC) Estimate
NA
NA
NA
NA
NA
NA
NA
NA
NA
Growth
Net Income Growth
Operating Income Growth
Revenue Growth
EPS Growth
Dividend Growth
Dividend Payout Growth
NA
NA
NA
NA
NA
NA
#N/A
#N/A
#N/A
#N/A
#N/A
NA
#N/A
#N/A
#N/A
#N/A
#N/A
NA
Cash Flow
Operating Cash Flow Growth
Free Cash Flow Growth
NA
NA
#N/A
NA
#N/A
NA
Dividends
Dividends Paid (In Millions)
Dividend Payout Rate
NA
NA
NA
NA
NA
NA
Return to Scorecard
2011
5
NA
NA
NA
2012
6
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
#N/A
#N/A
#N/A
#N/A
#N/A
NA
#N/A
#N/A
#N/A
#N/A
#N/A
NA
#N/A
#N/A
#N/A
#N/A
#N/A
NA
NA
NA
NA
NA
#N/A
NA
#N/A
NA
#N/A
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
Financial
Income Statement Results
Balance She
12
100.00%
10
80.00%
60.00%
40.00%
4
2
20.00%
0.00%
2008
2009
Revenue
2010
2011
Net Income
12
10
8
6
4
2
0
2008
2012
2009
Total Assets
Profit Margin
20
Total Liab
Margins
1200.00%
1000.00%
800.00%
Gross Margin
600.00%
Operating Margin
400.00%
EBT Margin
200.00%
0.00%
2008
2009
2010
2011
1200.00%
1000.00%
800.00%
600.00%
400.00%
200.00%
0.00%
2008
2012
2009
Return on Assets
Return on Equity
Cash Flo
1200.00%
1200.00%
1000.00%
1000.00%
800.00%
600.00%
400.00%
Revenue Growth
200.00%
800.00%
600.00%
400.00%
200.00%
0.00%
0.00%
2009
2010
2011
2012
2009
2010
Charts
Financial Statements
Balance Sheet Results
2008
2009
2010
2011
12
10
8
6
4
2
0
2008
2012
2009
2010
20
Total Liabilities
Debt to Assets %
0%
0%
0%
0%
0%
0%
0%
2008
2009
2010
2011
2012
200.00%
0.00%
Return on Assets
2009
Return on Equity
2010
2011
2012
12.00
Operating Cash
Flow Growth
10.00
6.00
8.00
4.00
2.00
0.00
2008
%
2009
2010
2011
2012
2009
2010
2011
20
Dividend Payo
Return to Scorecard
h Flow Results
2010
2011
2012
d by Operating Activities
r Investing Activities
d Dividend Growth
EPS Growth
Dividend Growth
Dividend Payout
Growth
2011
2012
Millions)
2011
2012
Inputs
Your Investment Horizon in Years (Max of 10):
Most Recent Reported EPS (Earnings Per Share):
Projected EPS Growth Rate:
Projected Average Annual PE Ratio:
Average Dividend Payout Ratio:
Desired Minimum Annual Return:
Current Stock Price
Default
5
NA
NA
NA
NA
NA
NA
Year
1
2
3
4
5
6
7
8
9
10
Forecasted EPS
(End of Year)
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
#VALUE!
Input Values
(used for
calculations)
5
3.47
NA
15
30%
10%
$50.00
Calculations
Estimated Earnings Per Share after year 5:
#VALUE!
#VALUE!
#VALUE!
#VALUE!
$50.00
#VALUE!
#VALUE!
1. Make sure that you are starting fresh. By this, we mean to make sure to delete all data from the In
2. Rename the workbook according to the new stock that you are researching (i.e. if I am researching
* You will need to create a new workbook for each stock you research if you would like to save you
3. On Scorecard tab, enter stock ticker, name, industry, and date.
4. Download and copy the Income Statement, Balance Sheet, and Cash Flow data from Morningstar.co
for a free Morningstar account, click the link below. The financial data available at Morningstar.com
a. Go to Morningstar.com and search for the stock ticker you're interested in analyzing
b. Navigate to the company's Income Sheet on Morningstar. Click the Excel Icon on the upp
necessary to save the income sheet file. Copy all data from Morningstar into cell A1 of th
c. Follow the same steps in step b for the Balance Sheet and Cash Flow statements. Copy th
d. Once finished loading the data, verify that you loaded the data correctly by comparing th
5. Go back to the Scorecard sheet, or the first tab of this workbook. You can now view the financial sc
If you haven't yet loaded financial criteria on the scorecard page, make sure to do so. We have pr
6. That's it! If you have any questions please let us know at:
*This workbook is only applicable for 2010. For the most recent version, click here:
**Disclaimer: This spreadsheet, either in original or altered form, is not intended to be the sole means of determ
decisions made as a result of using this spreadsheet. All results and calculations in the spreadsheet should be in
not work with all types of stocks, including financial stocks and REIT's. Additionally, please be aware that the sp
is Spreadsheet Help
make sure to delete all data from the Income Statement, Balance Sheet, and Cash Flow tabs of this workbook.
are researching (i.e. if I am researching Apple, I will rename the workbook "Apple" or "AAPL").
u research if you would like to save your work.
and Cash Flow data from Morningstar.com for the stock you're analyzing. If you haven't yet signed up
ancial data available at Morningstar.com will be the basis for the financial calculations in this workbook. Follow
ker you're interested in analyzing
ngstar. Click the Excel Icon on the upper right-hand portion of the Income Statement screen, then open the file
data from Morningstar into cell A1 of the Income Statement sheet of this workbook.
eet and Cash Flow statements. Copy the data to cell A1 of the Balance Sheet and Cash flow sheets in this work
ded the data correctly by comparing the data from the financials sheet with the same data from Morningstar.
book. You can now view the financial score for the company as well as navigate to other areas of this workbook.
page, make sure to do so. We have pre-loaded some sample criteria, but encourage you to create your own.
help@smartstockresearch.com.
http://www.smartstockresearch.com/InvestingBasics/Articles/Stock-Analysis-Spre
ot intended to be the sole means of determining a stock's value. Smartstockresearch.com does not assume responsibility f
calculations in the spreadsheet should be independently verified before use in investment evaluation. Additionally, this spr
. Additionally, please be aware that the spreadsheet was designed to work only with stocks that have non-negative earnin
ght-hand portion of the Income Statement screen, then open the file. It is not
come Statement sheet of this workbook.
ata to cell A1 of the Balance Sheet and Cash flow sheets in this workbook.
ta from the financials sheet with the same data from Morningstar.
smartstockresearch.com/InvestingBasics/Articles/Stock-Analysis-Spreadsheet.html
s workbook.
s in this workbook.
orningstar.
his workbook.
e your own.
Analysis-Spreadsheet.html