Screener.in is one of the websites that investors use to obtain financial data on Indian Companies. While this website has it limitations, it offers a lot of information and tools for free. One of the tools that screener offers is “Export to Excel” where it exports 10 year financial data of any company to an Excel file. What is even better is that you can make your own customized Excel template with your own formulas and once you have uploaded this template to screener, you can have a customized analysis of any company at the click of a button.
I have made an Excel Template which will allow an investor to do the following:
- Income Statement Analysis
The template provides margin analysis of Income Statement items for the past 10 years
- Growth Analysis
The template calculates the growth of Sales, PAT and EBIT over a period of 9 years, 7 years, 5 years, 3 years and TTM.
- Debt and Solvency Ratios
The template calculates D/E and Interest Coverage Ratios for the past 10 years
- Free Cash Flow Analysis
The template calculates Free Cash Flow to Firm (FCFF) and Free Cash Flow to Equity (FCFE) for the past 9 years. It also calculates Cumulative FCF over the course of 9 years, which will help an investor to understand whether the company has earned any positive FCF over that period. In case a company has paid dividends but without earning FCF, the template will give out a comment that the dividends have been paid out of debt (and not FCF).
- Valuation Multiples
The P/E, EV/EBIT, P/B multiples are calculated for the past 10 years.
- Dividend Analysis
The dividends of the past 10 years are displayed. The template calculates Dividends/Net Profit and Dividend Yield. This will allow an investor to understand how the current dividend yield compares to that in the past 10 years and accordingly understand whether the current dividend yield is sustainable or not.
- Balance Sheet Analysis
The template provides analysis of the Balance Sheet items by common sizing them for the past 10 years. This will aid for easy com calculates balance sheet items over the course 10 years.
- Fund Flow Analysis
The template shows how a company has utilized its funds and how the company has raised these funds over the past 5 years and over the course of the past 1 year. On analyzing this an investor quickly understand how a company
- Asset Turnover Ratios
Working Capital Turnover and Fixed Asset Turnover for the past 10 years are calculated. Also calculated are the inventory days, payables days and receivable days.
- Return on Invested Capital (ROIC)
For non-financial companies, ROIC is better measure of return than ROE or ROA. The excel template calculates ROIC for the past 10 years. Thus an investor can understand how the ROIC of a company has evolved over this time period.
I am offering this template for free. To download it click below
To upload this template to screener, follow the steps below:
- Log in to your account on Screener. If you do not have one, make one for free
- Goto http://www.screener.in/excel
- Click on “Choose File” and upload this excel
- Click on “Upload”
Thats it! Once you have uploaded the template, you have a ready made analysis of any company for your perusal. If you find this template useful, retweet and share it with others.
Note that this template is NOT applicable for financial companies.
DISCLAIMER: This template is being provided for free and for EDUCATIONAL purposes. In case you want to use this template and/or act on the information presented in the template in any manner howsoever, it will be at your own costs, risks and consequences.