2013 SmartStockResearch.

com Stoc
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 criteria to
show you how this part of the spreadsheet works.

Actual Score
Measure Target Points (Higher is Better)
Result (out of 5)
1 2 3 4 5
Gross Margin: 3 Year Avg NA 0% 10% 20% 30% 40%
Avg Gross Margin Growth: Past 3 Years NA 0% 10% 20% 30% 40%
Revenue Growth: 4 Year Avg NA 0% 20% 30% 40% 60%
Net Income Growth: Most Recent Year NA 0% 10% 20% 30% 40%
earch.com Stock Analysis Spreadsheet
How to analyze a new stock
1. Create a new workbook from your template worksheet
or download a new copy of the workbook at: Smartstockresearch.com
2. Log onto Morningstar.com. If you don't already have a free Morningstar account, click here:
3. Search for stock on Morningstar
4. Enter stock info in the upper left corner of this sheet.
5. Load data from Morningstar into: Balance Sheet, Income Statement,
and Cash Flow
*Enter Data into cell A1 in each respective sheet. Always delete any old data completely before loading new data.

Go To: Most Recent Year of Financial Data:

All Scorecard Measures

Financial Statement Analysis
Ratios and Growth Metrics
Charts
Help
Return to Download Page
Intrinsic Value Calculation
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ount, click here:

worksheets.
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2012

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you're positioned to meet your goals.
Stock Analysis Measures
Minimum Max
Measure Actual Allowable Allowable
Gross Margin: Most Recent Year NA 0% 1000%
Gross Margin: 3 Year Avg NA 0% 1000%
Gross Margin: 5 Year Avg NA 0% 1000%
M Operating Margin: Most Recent Year NA 0% 1000%
a Operating Margin: 3 Year Avg NA 0% 1000%
r Operating Margin: 5 Year Avg NA 0% 1000%
g
i EBT Margin: Current Year NA 0% 1000%
n EBT Margin: 3 Year Avg NA 0% 1000%
s EBT Margin: 5 Year Avg NA 0% 1000%
Avg Gross Margin Growth: Past 3 Years NA 0% 1000%
Avg Operating Margin Growth: Past 3 Years NA 0% 1000%
Avg EBT Margin Growth: Past 3 Years NA 0% 1000%
Return on Assets (ROA): Most Recent Year NA 0% 1000%
Return on Assets (ROA): 3 Year Avg NA 0% 1000%
Return on Assets (ROA): 5 Year Avg NA 0% 1000%
E Return on Equity (ROE): Most Recent Year NA 0% 1000%
f
f Return on Equity (ROE): 3 Year Avg NA 0% 1000%
e Return on Equity (ROE): 5 Year Avg NA 0% 1000%
c
t Return on Invested Capital (ROIC): Most Recent Year NA 0% 1000%
i Return on Invested Capital (ROIC): 3 Year Avg NA 0% 1000%
v
e Return on Invested Capital (ROIC): 5 Year Avg NA 0% 1000%
n Avg ROA Growth: Past 3 Years NA 0% 1000%
e
s Avg ROE Growth: Past 3 Years NA 0% 1000%
s Avg ROIC Growth: Past 3 Years NA 0% 1000%
Net Income Growth: Most Recent Year #N/A 0% 1000%
Net Income Growth: 4 Year Avg NA 0% 1000%
Operating Income Growth: Most Recent Year #N/A 0% 1000%
Operating Income Growth: 4 Year Avg NA 0% 1000%
G Revenue Growth: Most Recent Year #N/A 0% 1000%
r
o Revenue Growth: 4 Year Avg NA 0% 1000%
w EPS Growth: Most Recent Year #N/A 0% 1000%
t
h EPS Growth: 4 Year Avg NA 0% 1000%
Dividend Growth: Most Recent Year #N/A 0% 1000%
Dividend Growth: 4 Year Avg #N/A 0% 1000%
Dividend Payout Growth: Most Recent Year NA 0% 1000%
C Dividend Payout Growth: 4 Year Avg NA 0% 1000%
a
s Operating Cash Flow Growth: Most Recent Year #N/A 0% 1000%
h Operating Cash Flow Growth: 4 Year Avg NA 0% 1000%
F Free Cash Flow Growth: Most Recent Year NA 0% 1000%
l Free Cash Flow Growth: 4 Year Avg NA 0% 1000%
o
w
 Return to Scorecard

Meets Min? 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
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 #N/A
Y Y
#N/A #N/A
Y Y
#N/A #N/A
Y Y
#N/A #N/A
Y Y
#N/A #N/A
#N/A #N/A
Y Y
Y Y
#N/A #N/A
Y Y
Y Y
Y Y
Financial Statement Summary Return to Scorecard

Income Statement 2008 2009 2010 2011 2012

Revenue #N/A #N/A #N/A #N/A #N/A
Total Operating Expenses #N/A #N/A #N/A #N/A #N/A
Interest Expense #N/A #N/A #N/A #N/A #N/A
Net Income #N/A #N/A #N/A #N/A #N/A
Net Income Available to Common Shareholders #N/A #N/A #N/A #N/A #N/A
Profit Margin #N/A #N/A #N/A #N/A #N/A

Balance Sheet 2008 2009 2010 2011 2012

Total Current Assets #N/A #N/A #N/A #N/A #N/A
Total Assets #N/A #N/A #N/A #N/A #N/A
Total Current Liabilities #N/A #N/A #N/A #N/A #N/A
Total Liabilities #N/A #N/A #N/A #N/A #N/A
Total Stockholders' Equity #N/A #N/A #N/A #N/A #N/A
Debt to Assets % #N/A #N/A #N/A #N/A #N/A

Cash Flow 2008 2009 2010 2011 2012

Net Cash Provided by Operating Activities #N/A #N/A #N/A #N/A #N/A
Net Cash Used for Investing Activities #N/A #N/A #N/A #N/A #N/A
Net Cash Provided by (Used For) Financing Activities #N/A #N/A #N/A #N/A #N/A
Ratios and Metrics

Measure 2008 2009 2010 2011 2012

Margins 2 3 4 5 6
Gross Margin NA NA NA NA NA
Operating Margin NA NA NA NA NA
EBT Margin NA NA NA NA NA

Management Effectiveness
Return on Assets NA NA NA NA NA
Return on Equity NA NA NA NA NA
Return on Invested Capital (ROIC) Estimate NA NA NA NA NA

Growth
Net Income Growth NA #N/A #N/A #N/A #N/A
Operating Income Growth NA #N/A #N/A #N/A #N/A
Revenue Growth NA #N/A #N/A #N/A #N/A
EPS Growth NA #N/A #N/A #N/A #N/A
Dividend Growth NA #N/A #N/A #N/A #N/A
Dividend Payout Growth NA NA NA NA NA

Cash Flow
Operating Cash Flow Growth NA #N/A #N/A #N/A #N/A
Free Cash Flow Growth NA NA NA NA NA

Dividends
Dividends Paid (In Millions) NA NA NA NA NA
Dividend Payout Rate NA NA NA NA NA

Valuation (Go to Morningstar.com for key valuation metrics)

 Return to Scorecard

Avg 3-year Avg 5-year

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

NA NA
NA NA

NA NA
NA NA
 Charts
Financial Statements
Income Statement Results Balance Sheet Results
12 100.00% 12
10 80.00% 10
8 8
60.00%
6 6
40.00% 4
4
20.00% 2
2
0
0 0.00% 2008 2009 2010 2011 2012
2008 2009 2010 2011 2012

Revenue Net Income Profit Margin Total Assets Total Liabilities Debt to Assets %

Margins and Effectiveness, Growth, Divi

Margins Management Effectiveness
1200.00% 1200.00%
1000.00%
1000.00%
800.00%
800.00% 600.00%
Gross Margin
600.00% Operating Margin 400.00%
400.00% EBT Margin 200.00%
0.00%
200.00%
2008 2009 2010 2011
0.00%
2008 2009 2010 2011 2012 Return on Assets
Return on Equity
Return on Invested Capital (ROIC) Estimate

Revenue and Income Growth Cash Flow Growth

1200.00% 1200.00%

1000.00% 1000.00% Oper

Flow
800.00% Net Income Growth 800.00%
600.00% Free
600.00% Operating Income Grow
Growth 400.00%
400.00%
200.00% Revenue Growth 200.00%

0.00% 0.00%
2009 2010 2011 2012 2009 2010 2011 2012
 Charts Return to Scorecard
ncial Statements
Sheet Results Cash Flow Results
12
960.00% 10
840.00%
720.00% 8
600.00% 6
480.00%
360.00% 4
240.00% 2
120.00%
0
0.00%
2010 2011 2012 2008 2009 2010 2011 2012

Net Cash Provided by Operating Activities

tal Liabilities Debt to Assets % Net Cash Used for Investing Activities
Net Cash Provided by (Used For) Financing Activities

ctiveness, Growth, Dividends

ement Effectiveness EPS and Dividend Growth
1200.00%
1000.00% EPS Growth
800.00% Dividend Growth
600.00% Dividend Payout
Growth
400.00%
2010 2011 2012 200.00%
0.00%
n Assets
n Equity 2009 2010 2011 2012
n Invested Capital (ROIC) Estimate

h Flow Growth Dividends Paid and Dividend Payout Rate

12.00 100.00%
Operating Cash 10.00 80.00%
Flow Growth 8.00
60.00%
Free Cash Flow 6.00
Growth 40.00%
4.00
2.00 20.00%
0.00 0.00%
2008 2009 2010 2011 2012
2011 2012
Dividends Paid (In Millions)
Dividend Payout Rate
SmartStockResearch.com Intrinsic Value Calculation

Input Values
(used for
Inputs Default calculations)
Your Investment Horizon in Years (Max of 10): 5 5
Most Recent Reported EPS (Earnings Per Share): NA 3.47
Projected EPS Growth Rate: NA NA
Projected Average Annual PE Ratio: NA 15
Average Dividend Payout Ratio: NA 30%
Desired Minimum Annual Return: NA 10%
Current Stock Price NA $50.00

EPS Forecast (based on above inputs)

Forecasted EPS
Year (End of Year) For more details on how to calculate the Intrinsic Value, visit:
1 #VALUE! http://smartstockresearch.com/InvestingBasics/Articles/C
2 #VALUE!
3 #VALUE!
4 #VALUE!
5 #VALUE!
6 #VALUE!
7 #VALUE!
8 #VALUE!
9 #VALUE!
10 #VALUE!
 Calculations
Estimated Earnings Per Share after year 5: #VALUE!
Forecasted Stock Price after 5 Years: #VALUE!
Total Estimated Dividends for the next 5 Years: #VALUE!
Total Estimated Stock Value after 5 Years: #VALUE!
Current Share Price: $50.00
Estimated Intrinsic Value: #VALUE!
Estimated Margin of Safety: #VALUE!

to calculate the Intrinsic Value, visit:

esearch.com/InvestingBasics/Articles/Calculate-Intrinsic-Stock-Value.html
SmartStockResearch.com Free Stock Analysis Spreadsheet Help
How to load data for a new stock:
1. Make sure that you are starting fresh. By this, we mean to make sure to delete all data from the Income Statement, Balanc

2. Rename the workbook according to the new stock that you are researching (i.e. if I am researching Apple, I will rename the
* You will need to create a new workbook for each stock you research if you would like to save your work.

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.com for the stock you're
for a free Morningstar account, click the link below. The financial data available at Morningstar.com will be the basis for th
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 upper right-hand portion of t
necessary to save the income sheet file. Copy all data from Morningstar into cell A1 of the Income Statement shee
c. Follow the same steps in step b for the Balance Sheet and Cash Flow statements. Copy the data to cell A1 of the Ba
d. Once finished loading the data, verify that you loaded the data correctly by comparing the data from the financials

5. Go back to the Scorecard sheet, or the first tab of this workbook. You can now view the financial score for the company as
If you haven't yet loaded financial criteria on the scorecard page, make sure to do so. We have pre-loaded some sample cr

6. That's it! If you have any questions please let us know at: help@smartstockresearch.com.

*This workbook is only applicable for 2010. For the most recent version, click here: http://www.smartstockresearch.c

**Disclaimer: This spreadsheet, either in original or altered form, is not intended to be the sole means of determining a stock's value. Sma
decisions made as a result of using this spreadsheet. All results and calculations in the spreadsheet should be independently verified befo
not work with all types of stocks, including financial stocks and REIT's. Additionally, please be aware that the spreadsheet was designed to

If you like this spreadsheet, check out our brand new

Smart Financial Planning Spreadsheet!
 come Statement, Balance Sheet, and Cash Flow tabs of this workbook.

Apple, I will rename the workbook "Apple" or "AAPL").

om for the stock you're analyzing. If you haven't yet signed up

m will be the basis for the financial calculations in this workbook. Follow these steps:

r right-hand portion of the Income Statement screen, then open the file. It is not
Income Statement sheet of this workbook.
data to cell A1 of the Balance Sheet and Cash flow sheets in this workbook.
data from the financials sheet with the same data from Morningstar.

core for the company as well as navigate to other areas of this workbook.
-loaded some sample criteria, but encourage you to create your own.

ww.smartstockresearch.com/InvestingBasics/Articles/Stock-Analysis-Spreadsheet.html

mining a stock's value. Smartstockresearch.com does not assume responsibility for investment
dependently verified before use in investment evaluation. Additionally, this spreadsheet does
readsheet was designed to work only with stocks that have non-negative earnings.