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Stock Analysis Worksheet : Put Your Money to Work - What you Need to Know to Invest in Stocks |
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| Sources for Data: |
finance.yahoo.com |
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finance.google.com |
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| Company Name: |
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Shares Outstanding: |
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| Stock Symbol: |
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| Share Price: |
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| Estimated Earnings/Share: |
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Market Cap: |
$0.00 |
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PEG Ratio: |
#DIV/0! |
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| Earnings Growth Rate: |
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0.00% |
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Forward P/E: |
#DIV/0! |
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| Book Value/Share: |
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Price/Book Value: |
#DIV/0! |
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| Dividend: |
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Dividend Yield: |
#DIV/0! |
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Payout Ratio of Div: |
#DIV/0! |
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| What is a 5-Year AAA Corp. Bond Yielding? |
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| If you had enough money to buy the entire company, but instead bought a AAA 5 year Corp. Bond , how much would you earn? |
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How much is the company expected to earn over the next 5 years based on the forecasted earnings growth or your own estimates? |
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5 YEAR AAA Bond |
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Company Earnings Estimate |
| Year 1 |
$0 |
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Year 1 |
$0 |
| Year 2 |
$0 |
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Year 2 |
$0 |
| Year 3 |
$0 |
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Year 3 |
$0 |
| Year 4 |
$0 |
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Year 4 |
$0 |
| Year 5 |
$0 |
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Year 5 |
$0 |
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Total: |
$0 |
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Total: |
$0 |
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0 |
will earn |
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$0 |
more than what the CD will earn |
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or |
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#DIV/0! |
more than what the CD will earn |
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Note: |
If the CD earns more than the company will earn over the next 5 years, it's highly likely that the stock is overvalued |
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| Determine a Future Value of what you believe the business could be worth in 5 years at either liquidation or assign an approximate P/E based on earnings in 5 years and enter a future value. |
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| Future Value in 5 Years: |
$0 |
(Defaults to Liquidation Value) |
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| Determining the Present Value we must decide on what rate of return we will demand. That rate of return can be lower if we feel confident about our estimates being right and all others risks at hand too. If we are uncertain and there are other risk factors, we should then demand a higher rate of return. Choose from the range of "discount rates" below to determine a fair present value. |
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Present Value |
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Present Value/Share |
Discount/Premium to Present Value |
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Am very confident |
Bond + 3% |
$0 |
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#DIV/0! |
#DIV/0! |
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Am confident |
Bond + 4% |
$0 |
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#DIV/0! |
#DIV/0! |
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Somewhat confident |
Bond + 5% |
$0 |
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#DIV/0! |
#DIV/0! |
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Not so confident |
Bond + 6% |
$0 |
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#DIV/0! |
#DIV/0! |
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Am uncertain |
Bond + 7% |
$0 |
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#DIV/0! |
#DIV/0! |
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Haven't a clue |
SHOULD NOT INVEST |
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100% = Fair Value |
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| Estimated P/E in 5 years? |
12 |
(Make close to what the earnings growth rate will be) |
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| Future Value with Estimated P/E in 5 years: |
$0.00 |
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Present Value |
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Present Value/Share |
Premium or Discount of Present Value |
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Am very confident |
Bond + 3% |
$0 |
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#DIV/0! |
#DIV/0! |
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Am confident |
Bond + 4% |
$0 |
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#DIV/0! |
#DIV/0! |
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Somewhat confident |
Bond + 5% |
$0 |
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#DIV/0! |
#DIV/0! |
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Not so confident |
Bond + 6% |
$0 |
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#DIV/0! |
#DIV/0! |
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Am uncertain |
Bond + 7% |
$0 |
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#DIV/0! |
#DIV/0! |
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Haven't a clue |
SHOULD NOT INVEST |
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| * Use this calculator solely as a guide to help you determine whether from a quantitative viewpoint the stock is undervalued, fairly valued or overvalued. Use of this form shall not hold Jason Tillberg responsible from loss of capital invested in the stock markets. Investing in the stock markets bares risk of capital loss. Consult with a financial professional to determine your current financial position and goals makes it prudent to invest in stocks. |
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