Scorecard2013 SmartStockResearch.com Stock Analysis SpreadsheetStock ScorecardHow to analyze a new stockStock Ticker:
Dan: Enter the stock ticker here.1. Create a new workbook from your template worksheetCompany Name:
Dan: Type the company name here. or download a new copy of the workbook at: Smartstockresearch.comIndustry/Sector:
Dan: Select the Industry or sector.2. Log onto Morningstar.com. If you don't already have a free Morningstar account, click here:Date Analysis Started:
Dan: When did you analyze this stock? Will normally be today's date.3. Search for stock on Morningstar4. Enter stock info in the upper left corner of this sheet.Overall Score:NA5. Load data from Morningstar into: Balance Sheet,Income Statement, and Cash Flow worksheets. *Enter Data into cell A1 in each respective sheet. Always delete any old data completely before loading new data.Select your stock rating criteria below and fill in your rating criteria. We've put in some sample criteria to show you how this part of the spreadsheet works.Measure
Dan: Select as many measures as you would like. Just don't overdo it. Try to limit yourself to between 10-20 measures that are most important to you.Actual Result
Dan: Actual results will automatically populate from the other spreadsheets.Target Points (Higher is Better)
Dan: Assign point targets for each measure from 1 (lowest # of points) to 5 (highest # of points).

If the actual value of the measure is less than the 1 point target, 0 points are assigned. If it is higher than the 5 point target, 5 points are assigned.Score (out of 5)
Dan: Score automatically calculates based on the point target values you have defined.Go To:Most Recent Year of Financial Data:201212345All Scorecard MeasuresGross Margin: 3 Year AvgNA0%10%20%30%40%Financial Statement AnalysisIf you like this spreadsheet, check out our brand newAvg Gross Margin Growth: Past 3 YearsNA0%10%20%30%40%Ratios and Growth MetricsSmart Financial Planning Spreadsheet!Revenue Growth: 4 Year AvgNA0%20%30%40%60%ChartsIt can help you get a better grasp on how much your householdNet Income Growth: Most Recent YearNA0%10%20%30%40%Helpis spending and saving, and how you're positioned to meet your goals.Return to Download Page
Dan: You can re-download the spreadsheet by clicking this link.

Intrinsic Value Calculation

Scorecard DataStock Analysis MeasuresReturn to ScorecardMeasureActualMinimum AllowableMax AllowableMeets Min?Over Max?MarginsGross Margin: Most Recent YearNA0%1000%YYGross Margin: 3 Year AvgNA0%1000%YYGross Margin: 5 Year AvgNA0%1000%YYOperating Margin: Most Recent YearNA0%1000%YYOperating Margin: 3 Year AvgNA0%1000%YYOperating Margin: 5 Year AvgNA0%1000%YYEBT Margin: Current YearNA0%1000%YYEBT Margin: 3 Year AvgNA0%1000%YYEBT Margin: 5 Year AvgNA0%1000%YYAvg Gross Margin Growth: Past 3 YearsNA0%1000%YYAvg Operating Margin Growth: Past 3 YearsNA0%1000%YYAvg EBT Margin Growth: Past 3 YearsNA0%1000%YYEffectivenessReturn on Assets (ROA): Most Recent YearNA0%1000%YYReturn on Assets (ROA): 3 Year AvgNA0%1000%YYReturn on Assets (ROA): 5 Year AvgNA0%1000%YYReturn on Equity (ROE): Most Recent YearNA0%1000%YYReturn on Equity (ROE): 3 Year AvgNA0%1000%YYReturn on Equity (ROE): 5 Year AvgNA0%1000%YYReturn on Invested Capital (ROIC): Most Recent YearNA0%1000%YYReturn on Invested Capital (ROIC): 3 Year AvgNA0%1000%YYReturn on Invested Capital (ROIC): 5 Year AvgNA0%1000%YYAvg ROA Growth: Past 3 YearsNA0%1000%YYAvg ROE Growth: Past 3 YearsNA0%1000%YYAvg ROIC Growth: Past 3 YearsNA0%1000%YYGrowthNet Income Growth: Most Recent YearERROR:#N/A0%1000%ERROR:#N/AERROR:#N/ANet Income Growth: 4 Year AvgNA0%1000%YYOperating Income Growth: Most Recent YearERROR:#N/A0%1000%ERROR:#N/AERROR:#N/AOperating Income Growth: 4 Year AvgNA0%1000%YYRevenue Growth: Most Recent YearERROR:#N/A0%1000%ERROR:#N/AERROR:#N/ARevenue Growth: 4 Year AvgNA0%1000%YYEPS Growth: Most Recent YearERROR:#N/A0%1000%ERROR:#N/AERROR:#N/AEPS Growth: 4 Year AvgNA0%1000%YYDividend Growth: Most Recent YearERROR:#N/A0%1000%ERROR:#N/AERROR:#N/ADividend Growth: 4 Year AvgERROR:#N/A0%1000%ERROR:#N/AERROR:#N/ADividend Payout Growth: Most Recent YearNA0%1000%YYDividend Payout Growth: 4 Year AvgNA0%1000%YYCash FlowOperating Cash Flow Growth: Most Recent YearERROR:#N/A0%1000%ERROR:#N/AERROR:#N/AOperating Cash Flow Growth: 4 Year AvgNA0%1000%YYFree Cash Flow Growth: Most Recent YearNA0%1000%YYFree Cash Flow Growth: 4 Year AvgNA0%1000%YY

FinancialsFinancial Statement SummaryReturn to ScorecardIncome Statement20082009201020112012RevenueERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/ATotal Operating ExpensesERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AInterest ExpenseERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/ANet IncomeERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/ANet Income Available to Common ShareholdersERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AProfit MarginERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/A

Balance Sheet20082009201020112012Total Current AssetsERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/ATotal AssetsERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/ATotal Current LiabilitiesERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/ATotal LiabilitiesERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/ATotal Stockholders' EquityERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/ADebt to Assets %ERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/A

Cash Flow20082009201020112012Net Cash Provided by Operating ActivitiesERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/ANet Cash Used for Investing ActivitiesERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/ANet Cash Provided by (Used For) Financing ActivitiesERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/A

Ratios and MetricsRatios and MetricsReturn to ScorecardMeasure20082009201020112012Avg 3-yearAvg 5-yearMargins23456Gross MarginNANANANANANANAOperating MarginNANANANANANANAEBT MarginNANANANANANANAManagement EffectivenessReturn on Assets
Dan: Net Income / Total AssetsNANANANANANANAReturn on EquityNANANANANANANAReturn on Invested Capital (ROIC) EstimateNANANANANANANAGrowthNet Income GrowthNAERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/ANAOperating Income GrowthNAERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/ANARevenue GrowthNAERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/ANAEPS GrowthNAERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/ANADividend GrowthNAERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/ADividend Payout GrowthNANANANANANANA

Cash FlowOperating Cash Flow GrowthNAERROR:#N/AERROR:#N/AERROR:#N/AERROR:#N/ANANAFree Cash Flow GrowthNANANANANANANADividendsDividends Paid (In Millions)NANANANANANANADividend Payout RateNANANANANANANA

Valuation (Go to Morningstar.com for key valuation metrics)

ChartsChartsReturn to ScorecardFinancial Statements

Margins and Effectiveness, Growth, Dividends

Intrinsic ValueSmartStockResearch.com Intrinsic Value Calculation

InputsDefaultInput Values (used for calculations)
Dan: Enter the final values for your calculations. All of the other numbers on the spreadsheet will calculate once you enter these numbers.CalculationsYour Investment Horizon in Years (Max of 10):55Estimated Earnings Per Share after year 5:ERROR:#VALUE!Most Recent Reported EPS (Earnings Per Share):NA3.47Forecasted Stock Price after 5 Years:ERROR:#VALUE!Projected EPS Growth Rate:NANATotal Estimated Dividends for the next 5 Years:ERROR:#VALUE!Projected Average Annual PE Ratio:NA15Total Estimated Stock Value after 5 Years:ERROR:#VALUE!Average Dividend Payout Ratio:NA30%Current Share Price:$50.00Desired Minimum Annual Return:NA10%Estimated Intrinsic Value:ERROR:#VALUE!Current Stock PriceNA$50.00Estimated Margin of Safety:ERROR:#VALUE!

EPS Forecast (based on above inputs)YearForecasted EPS (End of Year)For more details on how to calculate the Intrinsic Value, visit:1ERROR:#VALUE!http://smartstockresearch.com/InvestingBasics/Articles/Calculate-Intrinsic-Stock-Value.html2ERROR:#VALUE!3ERROR:#VALUE!4ERROR:#VALUE!5ERROR:#VALUE!6ERROR:#VALUE!7ERROR:#VALUE!8ERROR:#VALUE!9ERROR:#VALUE!10ERROR:#VALUE!

Income Statement

Balance Sheet

Cash Flow Statement

HelpSmartStockResearch.com Free Stock Analysis Spreadsheet HelpHow to load data for a new stock:1. Make sure that you are starting fresh. By this, we mean to make sure to delete all data from the Income Statement, Balance Sheet, and Cash Flow tabs of this workbook.2. Rename the workbook according to the new stock that you are researching (i.e. if I am researching Apple, I will rename the workbook "Apple" or "AAPL"). * You will need to create a new workbook for each stock you research if you would like to save your work.3. On Scorecard tab, enter stock ticker, name, industry, and date.4. Download and copy the Income Statement, Balance Sheet, and Cash Flow data from Morningstar.com for the stock you're analyzing. If you haven't yet signed up for a free Morningstar account, click the link below. The financial data available at Morningstar.com will be the basis for the financial calculations in this workbook. Follow these steps: a. Go to Morningstar.com and search for the stock ticker you're interested in analyzing b. Navigate to the company's Income Sheet on Morningstar. Click the Excel Icon on the upper right-hand portion of the Income Statement screen, then open the file. It is not necessary to save the income sheet file. Copy all data from Morningstar into cell A1 of the Income Statement sheet of this workbook. c. Follow the same steps in step b for the Balance Sheet and Cash Flow statements. Copy the data to cell A1 of the Balance Sheet and Cash flow sheets in this workbook. d. Once finished loading the data, verify that you loaded the data correctly by comparing the data from the financials sheet with the same data from Morningstar.5. Go back to the Scorecard sheet, or the first tab of this workbook. You can now view the financial score for the company as well as navigate to other areas of this workbook. If you haven't yet loaded financial criteria on the scorecard page, make sure to do so. We have pre-loaded some sample criteria, but encourage you to create your own.6. That's it! If you have any questions please let us know at:help@smartstockresearch.com.

*This workbook is only applicable for 2010. For the most recent version, click here:http://www.smartstockresearch.com/InvestingBasics/Articles/Stock-Analysis-Spreadsheet.html

**Disclaimer: This spreadsheet, either in original or altered form, is not intended to be the sole means of determining a stock's value. Smartstockresearch.com does not assume responsibility for investmentdecisions made as a result of using this spreadsheet. All results and calculations in the spreadsheet should be independently verified before use in investment evaluation. Additionally, this spreadsheet doesnot work with all types of stocks, including financial stocks and REIT's. Additionally, please be aware that the spreadsheet was designed to work only with stocks that have non-negative earnings.

If you like this spreadsheet, check out our brand newSmart Financial Planning Spreadsheet!