Financial Ratio Analysis in Excel (Download Excel Template)

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 … Read moreFinancial Ratio Analysis in Excel (Download Excel Template)

How to Build an Understanding of Cryptocurrencies

How to Build an Understanding of Cryptocurrencies There are plenty of articles on the internet that talk about cryptocurrencies in-depth. Yet, it is easy to get turned off by the jargon that at first can be hard to follow. If you’re searching for a starting point for your education on cryptocurrencies, this is a good … Read moreHow to Build an Understanding of Cryptocurrencies

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

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. … Read moreMonthly Dividend Stocks (3 good monthly dividend stocks)

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 … Read moreModern Portfolio Theory (Application with MarketXLS portfolio)

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 … Read moreDividend Payout Ratio – (Top 10 stocks with highest payout in 2017)

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 … Read moreTimes Interest Earned Ratio (and 4 more to analyse a company’s debt)

Margin of safety analysis of stocks with formula in Excel (with MarketXLS)

Let us find out if there is a fast and easy way to screen stocks that are underpriced by the market using margin of safety analysis of stocks. Margin of safety analysis of stocks Key Concepts Before we get down to the analysis, let us understand the key concepts we will use to perform this … Read moreMargin of safety analysis of stocks with formula in Excel (with MarketXLS)

Change in Working Capital (How to Interpret and Calculate) in Excel with MarketXLS

working capital multiple companies

What is working Capital and how to calculate it in Excel with MarketXLS Analysts and investors will frequently refer to something called the net working capital. Or a lot of times they will just call it working capital for short. So working capital is very simple it’s like the current assets minus the current liabilities … Read moreChange in Working Capital (How to Interpret and Calculate) in Excel with MarketXLS