Over the months I have picked up a lot at this forum. Thought now might be a good time to give something back
Attached below is a file that does detailed deep-diving on all quantitative aspects of a business. It also computes the right price to jump in the business on 3 separate methods (Historical PE, Future EPS growth and RoE).
And all you need is 5 min to update it -
- Update the ‘Quantitative’ tab with simple copy paste the entire ‘Data Sheet’ downloadable from screener.in
- Update the ‘Qualitative’ tab with shareholding information from company’s website
The file looks at all relevant metrics (RoE, EPS growth, Sales growth, Promoter holding, CFO, Debt, Receivables, Invetory etc). It also computes useful numbers on Piotroski, Dupont and Altman.
Having said that, there is no substitute for detailed (infact very detailed!) analysis we should do through ARs and other docs. The ‘Qualitative’ tab has some judgemental numbers we can assign to different aspects of the business/industry based on the detailed study. This in turn computes a weighted score for the company out of 100. This step being optional does not impact the quantitative numbers the file is capable of producing
Britannia_VU.xlsx (131.1 KB)
For sure we should compare multiple business opportunities to hunt out the best. The sheet attached below can do that. There are two dashboards here where the companies can be compared apple to apple.
Value_Compare_FMCG.xlsm (328.9 KB)
My objective to share these sheets with you all is simply to learn from you all. Please have a look and share anything important I have missed out. Also, maybe, you can too use these sheets (ofcourse, if it makes sense to you).
My sincere thanks to all of you who created screener.in. It has made company analysis so much quick and fast (at least for me :-))