MarketXLS Blog

Judge dividend safety with payout ratio, free cash flow payout, dividend coverage, dividend growth history, and the Altman Z-Score, using MarketXLS in Excel.

Comparable company analysis ("comps") values a company by comparing its valuation multiples, such as EV/EBITDA, EV/Revenue, and P/E, with those of similar companies in the same industry.

Technical analysis timeliness is a MarketXLS template score that ranks stocks by their price relative to the 20, 50, and 200-day moving averages and RSI.

Collar option strategy combines a protective put with a covered call to hedge your stock position — often at zero net cost. Learn setup, P&L analysis, and Excel tracking.

Vertical options spread strategies let you define your risk and reward before entering any trade. Learn bull call, bear put, and credit spreads with real Excel examples using MarketXLS.

A stock health check-up scores a company on EPS trend, P/E versus peers, five-year growth, and profitability margins, using a MarketXLS Excel template.

Jane Street Capital is a proprietary trading firm and market maker best known for ETF trading and its use of OCaml. How it operates and earns.

Arbitrage profits from a price gap for the same asset or equivalent positions. Stock arbitrage across exchanges, put-call parity for options, and the risks.

Learn the difference between cyclical and non-cyclical stocks and how to determine the nature of a stock using MarketXLS.

DuPont analysis splits Return on Equity into net profit margin, asset turnover, and equity multiplier. See the formula, how it differs from ROA, and the MarketXLS Excel template.

The Gordon Growth Model values a stock as next year's dividend divided by the required return minus the dividend growth rate: D1 / (k - g).

Eight common options trading strategies explained: covered put, collar, short strangle, bull put spread, bear call spread, calendar spreads, and long butterfly.

Warren Buffett's top 10 Berkshire Hathaway holdings as of the December 31, 2020 13F (led by Apple and Bank of America), plus the value investing principles behind them. Check Berkshire's latest 13F for current holdings.

Common technical indicators for swing traders: moving averages, Bollinger Bands, RSI, stochastics, money flow index, MACD, and on-balance volume, and how to pull them into Excel.

Quantitative analysis of stocks uses financial ratios and statistics to compare companies. Two MarketXLS Excel templates score stocks on return, valuation and cash flow ratios.

The Weiss Blue-Chip Dividend Yield Screen filters for companies with 25 years of dividends, steady EPS and dividend growth, low debt, and a payout ratio under 50%.