I’m building a spreadsheet in google docs to make a brief overview of a company X


Hey, what's up?

I'm building a spreadsheet in google docs ( https://imgur.com/a/zKGqGuj ), in order to make a brief overview of a company X.

My idea is to have 4 tabs as you can see below:

  • Business Overview: Simple overview of the business, easy to read and easy to consume, yet informative.
  • Checks: List of some important points about the company, for example Debt ratios, growth ratios, share dilution etc.
  • Simple DCF: Simple discounted cash flow or other method used to value the company.
  • Notes: Notes about what I am thinking at the moment, comment on the results, leave something recorded.

So my question is, in the business overview sheet, what would you add more/remove?

This is meant to make a mini study about the company in order to consider if it is worth doing another deep dive or discard 🙂

If you want too, you can comment on which of the ratios/checks are most important to you! I'm sure I'll miss something, thank you!!!

At the end if you want I can also make the template available if anyone asks

Thank you all


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