Stock Analysis & Valuation Model (with automated data links) (Excel XLSX)

VIDEO DEMO

BENEFITS OF THIS EXCEL DOCUMENT

1. Determine the fundamental value of a single stock
2. Analyse historical company financials for the stock
3. Determine key financial ratios and metrics for the stock

VALUATION MODEL EXAMPLE EXCEL DESCRIPTION

This product (Stock Analysis & Valuation Model [with automated data links]) is an Excel template (XLSX) with a supplemental Excel document, which you can download immediately upon purchase.

MODEL OVERVIEW

User-friendly Excel model to analyse the fundamental value of a single stock. The workbook automatically retrieves current/live and historical stock data via the Microsoft Stock History data type and pulls company financials and ratios via the FinancialModelingPrep (FMP) API. It compiles the last 5 years of Income Statement, Balance Sheet and Cash Flow data; surfaces key company background/details; and charts price & volume history.

Users can estimate fair value by inputting forward assumptions (revenue growth, operating margin, P/E multiple, and share dilution) over the next 3 years, then compare the implied fair value with the latest market price to judge over/undervaluation.
Requirements: Microsoft 365 (for the Stock History data type) and a free FMP account/API key to enable automated data retrieval.


KEY OUTPUTS

• Valuation summary: intrinsic value per share vs. current price and % upside/downside.
• Five-year financial statements: Income Statement, Balance Sheet, Cash Flow (annual).
• Key company profile: sector, industry, headquarters, listing, market cap, shares outstanding, and brief description.
• Key ratios & metrics: growth, profitability, return, leverage, efficiency, cash flow and per-share metrics.
• Price & volume chart (5 years) using Excel Stock History.
• Charts summarizing financial statements: income statement, balance sheet and cash flow.
• Checks summary


KEY INPUTS

• Ticker (primary listing).
• Date of analysis.
• Forward assumptions (3-year horizon): revenue growth, operating margin, target P/E, share dilution %.
• Qualitative notes on valuation: (optional)
• FMP API key (user-entered once).


KEY FEATURES

• Automated data links:
•  Excel Stock History for live/near-real-time price, historical prices, and volume.
•  FMP API for company profile, financial statements (5Y), and ratios.
• Fundamental valuation: 3-year projection driven by user assumptions on growth, operating margin, target P/E, and dilution; computes implied fair value per share.
• Comprehensive analytics: five-year statements, core ratio suite and company profile.
• Visuals that matter: 5-year price & volume chart; summarised financial statement charts with key ratios.
• Printable one-page overview: combines all core outputs – valuation summary, charts, key ratios, assumptions, and space for qualitative notes – in a professional format ready for print or PDF.
• Fast & efficient data updates: retrieve the latest data with a single button click (via the built-in script) or automatically (for Stock History), without the need for multiple data sources or costly subscriptions.
• Best-practice build: clear inputs/outputs separation, transparent formulas, instructions, checks, and input validations.
• File is not password protected.
• Model includes a link to benefit from a 10% discount to upgrade to a paid FMP account.


IMPORTANT NOTES AND DISCLAIMER

• Microsoft 365 is required for the Stock History data type to function.
• FMP API key (free) is required for automated financials/ratios; usage is subject to FMP's rate limits and data availability.
• A one-time setup of the provided Excel Script is required to enable automatic retrieval of company financials, ratios, and profile data from the FMP API. Once installed, data can be refreshed for a new or existing ticker with the click of a button.
• The model is for analysis and educational purposes only and does not constitute investment advice. Users should validate all data and assumptions before making decisions.


SUPPORT / MODIFICATIONS

Our models are built with the user in mind: clear instructions, checks, and input validations make them easy to use without deep Excel or finance knowledge. If you have questions, we're happy to assist. We also provide bespoke modifications to tailor the model to your business needs. To get in touch, contact us through the website or email us at . We welcome your feedback and encourage you to share reviews to help us improve.

Source: Best Practices in Valuation Model Example, Integrated Financial Model Excel: Stock Analysis & Valuation Model (with automated data links) Excel (XLSX) Spreadsheet, Projectify