Stock Analysis & Valuation Model

A ready-to-use spreadsheet model that walks you through the entire process of analyzing and valuing a stock, from financial statement analysis to an intrinsic value estimate.

Enter a company's financials and your own assumptions into a single "Inputs" sheet, and the model does the rest: it builds out historical analysis, calculates key ratios, generates a five-year forecast, and runs multiple valuation methods to help you determine what a stock is actually worth.

What's included:

• Historical financial statement analysis with year-over-year trends
• 30+ financial ratios for profitability, efficiency, leverage, and valuation
• Comparable company analysis and benchmarking
• Three-statement forecast model (income statement, balance sheet, cash flows)
• DCF valuation using both traditional free cash flow and owner's earnings
• Alternative valuation methods: relative pricing, earnings power, equity-bond, and more
• Sensitivity analysis for estimate ranges and stress-testing assumptions
• Summary dashboard pulling together all key findings

A hands-on tool built for investors who want to understand the numbers behind a stock and form their own conclusions. Every formula is visible and editable. Works in Excel and Google Sheets.

The template follows the analytical framework of "Filters: The Most Pragmatic Guide to Stock Market Investing." You don't need the book to use the template, but together, they give you both the knowledge and the tools to apply it.