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Author: Intelligent Investor | Latest post: Thu, 19 Jun 15:30
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Financial Statement Analysis Template
Author: Intelligent Investor | Publish date: Thu, 19 Jun 15:30
I have created a financial statement analysis template excel to help me to perform the analysts in a faster and more organized way.
How to use the excel file?
The template was created based on my understanding from following materials:-
And, last but not least, I would like to say a big thank you to Mr. Chong for his teaching and guidance. If you are interest to learn the value investing, do approach Mr. Chong. He is definitely a good teacher.
How to use the excel file?
- Key in the purple color cell on following excel sheet (with purple tab colour)
- General
- Stock Price
- Finance
- Once you supply data to the excel, it will help to
- Calculate and present the Ratio (blue colour worksheet - Ratio)
- Present the Income Statement, Balance Sheet, and Cash Flow statement with Vertical and Horizontal Analysis. (blue colour worksheet - IS,BS and CF)
- Check List (in orange colour) to help to analyst the financial result. You can key in your comment on the purple colour cell.
The template was created based on my understanding from following materials:-
- Financial Statement Analysis
- Income Statement Analysis
- Income Statement - Common Size Analysis
- Profit Margin
- Balance Sheet Analysis
- Balance Sheet - Comparative Analysis
- DuPont Analysis - Dissecting ROE
- Issues and Pitfalls of ROE
- Return in Invested Capital (ROIC)
- Total Enterprise Value (TEV) and Earning Yields (EY)
- Cash Flow Statement Analysis
- Cold Eye’s 5 yardsticks for investment
- Simple Valuation Techniques from kcchongnz
- Five key principles of value investing
- Question Checklist on Company's Business
And, last but not least, I would like to say a big thank you to Mr. Chong for his teaching and guidance. If you are interest to learn the value investing, do approach Mr. Chong. He is definitely a good teacher.
