Expert insights on stock market analysis, investment strategies, and Excel techniques for smarter investing.
Browse articles by topic, arranged in reading order.
Sector valuation dashboard Excel template for May 2026 - dashboard-style heatmap of S&P 500 sector P/E ratios, premium-discount vs 5-year averages, KPI tiles, scenario analysis, and live MarketXLS formulas across all 11 GICS sectors.
Pricing power screener Excel template that ranks 28 large-cap candidates on gross margin, operating margin, revenue growth, and ROE, with a composite Pricing Power Score for May 2026.
Multi-factor stock screener Excel template with composite scoring across value, quality, momentum, low volatility, and growth - dashboard-style with KPI tiles, charts, and live MarketXLS formulas.
Retail earnings tracker excel - download a Q1 2026 watchlist for Walmart, Home Depot, Lowe's, Target, Costco, TJX, Best Buy, and Dollar General with live MarketXLS formulas, scenario analysis, and a position-sizing model that updates automatically.
A free Excel low volatility screener that ranks 28 defensive large caps on beta, implied volatility, realized volatility, and drawdown, combined into a Defensive Score.
Post-earnings drift screener Excel template for the Q1 2026 reporting season. Rank S&P 500 names by EPS surprise size, confirm the drift with month-to-date returns and momentum filters, and size positions inside one MarketXLS workbook.
Screen stocks by EV/EBITDA in Excel: rank 28 large caps by enterprise multiple, sector fair-value band, and quality tilt with MarketXLS formulas.
Dividend safety screener Excel template that ranks 24 dividend payers on payout ratio, free cash flow coverage, debt, and a composite Safety Score for May 2026.
A free Excel screener that ranks US companies by net cash (total cash minus total debt), adds ROE and free cash flow to a quality score, and flags pass or review.
Equity risk premium dashboard Excel - measure how much extra return stocks offer over the 10-year Treasury, run scenarios on rates and earnings, and translate the spread into a stock vs bond allocation.
Treasury bill ladder calculator excel - an illustrative dashboard that models 12 Treasury rungs against the U.S. Treasury curve, shows scenario yields under Fed cuts and hikes, and compares the ladder to CDs, money market funds, savings, I-bonds, and corporate bonds.
A free Excel screener that ranks stocks by interest coverage ratio (EBIT divided by interest expense), flags weak coverage, and stress-tests EBIT cuts and rate shocks.
GARP screener excel - rank S&P 500 names by growth quality and valuation discipline using PEG, ROIC, and 5-year EPS growth in one premium Excel dashboard.
Owner earnings = net income + D&A +/- other non-cash items - maintenance capex - working capital increase. A free Excel calculator for 20 stocks with a two-stage DCF.
Shareholder yield dashboard excel - a premium-grade screener that combines dividend yield, net buyback yield, and net debt paydown yield into one composite for 27 large-cap S&P 500 names.
A free Excel tracker that measures how consensus EPS estimates and 1-year price targets changed over 30 and 60 days for 25 large-cap stocks, using MarketXLS formulas.
Live market data, stock screening, options analytics and portfolio management inside Excel.
MarketXLS Demo Video
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