Stock Valuation Model Excel Template

Value Investing Through Rigorous Analysis

Warren Buffett famously said, 'Price is what you pay; value is what you get.' Our Stock Valuation Model Excel template empowers investors to determine the intrinsic value of stocks through comprehensive fundamental analysis, ensuring you never overpay for your investments.

This professional-grade template combines multiple valuation methodologies including discounted cash flow (DCF) analysis, comparable company analysis, and ratio-based valuation. Whether you're a value investor seeking undervalued opportunities or an analyst conducting due diligence, this model provides the framework for thorough security analysis.

Multiple Valuation Approaches

Discounted Cash Flow (DCF) Analysis

Build detailed DCF models with revenue projections, margin analysis, and free cash flow calculations. The template includes sensitivity analysis for key assumptions like growth rates and discount rates, showing how changes impact intrinsic value.

Comparable Company Analysis

Value stocks relative to industry peers using P/E, EV/EBITDA, P/B, and P/S ratios. The template automatically calculates median and average multiples, applies them to your target company, and suggests a fair value range based on peer comparisons.

Asset-Based Valuation

For asset-heavy companies or special situations, calculate book value, tangible book value, and liquidation value. The template helps identify companies trading below their net asset value for deep value opportunities.

Dividend Discount Model

Value dividend-paying stocks using Gordon Growth Model and multi-stage dividend discount models. Perfect for valuing mature companies with stable dividend policies.

Comprehensive Financial Statement Analysis

Import 10 years of financial data and automatically calculate key metrics including revenue growth, margin trends, return on equity, and free cash flow conversion. The template highlights red flags and positive trends in financial performance.

Quality Metrics

Assess business quality through metrics like ROIC, ROE, and ROCE. Compare returns against cost of capital to identify value-creating businesses. The template includes Piotroski F-Score and Altman Z-Score for additional quality screening.

Growth Analysis

Analyze historical growth rates and project future performance based on industry trends, competitive position, and management guidance. The template uses multiple approaches to estimate sustainable growth rates.