Fundamental Analysis of Stocks in Excel: From Ratios to a Full Research Dashboard

Fundamental analysis of stocks with Excel functions: cyclical vs non-cyclical stocks, long-term ratios, stock health checks, DuPont, EBITDA, ROIC and cash conversion, ending in a live research workbook.

1. 1
   Fundamental Analysis with Excel Functions

   Fundamental analysis of stocks explained with valuation ratios, financial statement analysis, key metrics, and step-by-step Excel tracking using MarketXLS formulas for PE ratio, revenue, market cap, and more.

2. 2
   Cyclical vs Non-Cyclical Stocks: Determining the Nature of a Stock with MarketXLS

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

3. 3
   Quantitative Analysis and Long Term Ratio Analysis of Stocks

   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.

4. 4
   Stock Health Check-Up (Is The Stock Healthy To Invest?)

   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.

5. 5
   DuPont Analysis Using MarketXLS (Excel Spreadsheet)

   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.

6. 6
   EBITDA Formula in Excel: A Key Tool for Advanced Traders (2025 Guide)

   EBITDA Formula in Excel is essential for evaluating company profitability. Learn how to calculate EBITDA manually and with MarketXLS functions, compare it to other metrics, and build valuation models.

7. 7
   The ROIC Formula

   ROIC formula guide showing return on invested capital calculation and value creation interpretation

8. 8
   Cash Conversion Cycle: Formula, Calculation, and Excel Analysis Guide (2026)

   The cash conversion cycle (CCC = DIO + DSO - DPO) is the number of days between paying suppliers and collecting from customers. Formula, worked example, benchmarks, and Excel setup.

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   Stock Analysis in Excel: Live MarketXLS Workbook for Valuation, Health, Technicals (2026)

   Stock analysis in Excel that pulls live price, valuation multiples, profitability, leverage, technicals, and peer comparisons into one workbook with MarketXLS formulas. Six-sheet template plus static sample included.