Financial Ratio Analysis in Excel (Download Excel Template)

Ratio Analysis in Excel

Ratio Analysis, also known as Financial Statement Analysis, involves evaluating the financial statements of companies, and comparing those results to similar companies; typically within the same sector or industry. Because ratios are most useful when compared to other ratios, and it is important to compare relevant ratios. Example; Ratio Analysis would not be useful in …

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Real Time Stock Option Pricing in Excel (Any version)

Get Option Prices in Excel with Easy to Use Excel formulasUse MarketXLS to stream real time or delayed live Pricing (Last, Bid, Ask and so on) for getting Stock Option Pricing in Excel. You will need any version of plan of MarketXLS along with a data subscription for Options Pricing. This article describes various commonly used …

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Thinking of a takeover…Well how about ‘The Acquirer’s Multiple’

The Acquirer’s Multiple – BackgroundMany people have heard of the infamous Magic Formula documented by Joel Greenblatt in his book “The Little Book That Beats the Market” which is a direct quantitative value investment model in ranking stocks by price and ROIC. In a similar nature, The Acquirer’s Multiple founded by Tobias Carlisle is a …

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Monthly Dividend Stocks (3 good monthly dividend stocks)

Why Monthly Dividend Stocks Seasoned investors interpret dividends as the cash payments disbursed to shareholders monthly, quarterly, semi-annually, or annually; or frankly the system for reinvestments. As for the beginning investor – dividends can be treated as passive income. It is pretty straightforward – corporate earnings not used for expansion are issued to shareholders periodically. …

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Modern Portfolio Theory (Application with MarketXLS portfolio)

Modern Portfolio Theory

Modern Portfolio Theory Harry Markowitz introduced Modern Portfolio Theory  in 1951 in his paper “Portfolio theory”. This theory has completely revolutionized the way of what we know of investment philosophy. This theory builds on the foundation that every set of investors, be it risk verse or risk averse, wants to optimize returns with minimum risk as …

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Bollinger Bands Trading Strategy

Bollinger BandsNamed after famous technical analyst John Bollinger in 1983, Bollinger Bands are a notable technical analysis technique used by many investors. Traders use this technique to determine whether a stock is being overbought or oversold. When prices move near the upper band, the more overbought the security is and when the price reaches the …

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Cash Conversion Cycle

What is Cash Conversion Cycle? The cash conversion cycle (CCC) is an inventory efficiency and cash flow metric. Companies use CCC to determine the number of days that it takes to convert resources inputs into cash flows. The purpose of the CCC is to measure the length of time each dollar, put into the business, …

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Dividend Payout Ratio – (Top 10 stocks with highest payout in 2017)

What is Dividend Pay Out Ratio For dividend stock investors, the dividend payout ratio is a core measurement. Using this method to primarily determine whether an investment will be made. The dividend payout ratio is a metric to calculate the total amount of dividends paid to shareholders relative to the total earnings for the same …

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Times Interest Earned Ratio (and 4 more to analyse a company’s debt)

What is Times Interest Earned Ratio Times interest earned ratio indicates a company’s ability to meet interest payments when they come due. The higher the ratio the more easily the company can meet its interest expenses. Times interest earned ratio is also known as Interest Coverage Ratio Typically you would look at this ratio along with …

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