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Fundamental Analysis

Sortino Ratio in Excel

Sortino Ratio in Excel

We know that Sharpe ratio is one of the most common ratios to measure the reward versus risk of an investment opportunity. Sortino ratio is a modified version of Sharpe ratio. While Sharpe ratio measures the return over the overall risk (volatility) in the portfolio, Sortino ratio only considers the downside risk in the portfolio. […]

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Ben Graham Formula

Benjamin Graham, popularly known as the ‘father of value investing’, provided an elaborate framework to identify undervalued stocks. he proposed this in his books ‘Security Analyst’ and ‘The Intelligent Investor’. He also proposed a simple intrinsic value formula to identify these underpriced stocks, now known as the Ben Graham Formula. In this article we will learn about […]

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Cash Generating Power Ratio

While performing financial analysis, most analysts first focus on the commonly used balance sheet and income statement ratios. However, such analysis is often incomplete because the ratios calculated from the statement of cash flows can provide significant insights and add tremendous value to any financial analysis, whether it for for picking stocks, raising capital, or […]

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Balance Sheet Ratios in Excel using MarketXLS

We know that a company’s balance sheet provides a snapshot of a company’s financial position at a particular time. By looking at the balance sheet of a company, an investor can get lots of simple yet valuable insights. This includes things such as the company’s cash positions, its assets, its debt obligations, and more. However, […]

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Value Stocks with DCF Model in Excel

In this article, we will learn about how to value stocks with DCF model in excel. The Discounted Cash Flow Model, or popularly known as the DCF Model, is one of the more widely used equity valuation models in the investment industry. The underlying principle behind the DCF valuation model is that a business is […]

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Calculate Piotroski F-score in Excel using MarketXLS

Download Piotroski F-score in Excel Calculator The biggest challenge any value investor faces is to screen the best stocks for investment and filter out the bad ones. While there are many strategies that investors use to identify value stocks, one recommended strategy is the Piotroski’s F-score strategy that focuses on identifying winning stocks. In this […]

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