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QuestionsCategory: Financials QuadrantFinancial Analysis Excel Template
Tony asked 3 years ago

Hi everyone,
I have a question regarding the financial analysis excel template. The template is known to be designed to allow user entry of figures from “annual reports”.
Does anyone know whether it is possible and, if possible, how to modify the template to take figures from the latest quarter- or half-year reports? What I am trying to do here is to, by taking into consideration the latest figures, make the resultant ratios more indicative of the current and future performances of the company.
Thank you
Tony
 
 

6 Answers
Victor Chng answered 3 years ago

Hi Tony,
 
To my understanding, professional service like capitalIQ and Factset allow you to draw data to your excel automatically but the service cost will be between USD$1500-$3000 per month. As for other sources, I am not sure as I have not come across yet. 

Tony replied 3 years ago

Thank you, Victor!

Diana answered 3 years ago

I can’t seem to find the excel spreadsheet. Can someone tell me where to find it? Thanks.

Diana replied 3 years ago

oh nevermind. i think i found it

Tony replied 3 years ago

Click on “Checklists” and, in the bottom right hand corner, you will see “Financial Analysis Excel Template” and an associated image. Just click on the image.

Tony replied 3 years ago

Oops. Please disregard my above reply.

Tony replied 3 years ago

My original reply to your post is correct. Please disregard everything else.

James Lim answered 12 months ago

Hi,
in the excel template, there is a column to key in the share price. for eg. share price for FY 2016, which share price should we take? the last day fo 2016? or the average for the entire year of 2016? if the FY ends Dec 2016, do we take the share price of Feb 28th 2017?

Tony replied 12 months ago

I would use the closing price of the last day of the fiscal year. This is the date indicated at the top of any of the financial tables in the annual report.

Victor Chng replied 12 months ago

Hi James,

You can consider what Tony had mentioned or use the average price of the year.

Victor Chng replied 12 months ago

Thanks Tony

James Lim answered 12 months ago

how do we get data on industry average receivables and payables day

Victor Chng replied 11 months ago

Hi James,

You have to go to those competitors that are listed then collect all their receivables and payables day. Once you got the figure, just have to sum them up and divided by the number of competitors to find industry average.

James Lim answered 12 months ago

for the financials quadrant checklist, does it mean as long as one of the answer to the checklist to (Avoid), we should not consider the shares?

Victor Chng answered 11 months ago

Hi James,
 
In most cases, yes you should avoid but there are some cases that are exceptional. It really depend on the companies. 
 
Focusing on the business and management quadrants are more important as this two are the main reason why numbers will be beautiful.