I’ve been working on learning to evaluate companies. Not to make a quick buck but to understand a company’s finance and I like numbers.
I have been learning this skill to hopefully have it become a tool to quickly gather, input, and return data. It will be a broad jumping off point and from there I would get into possibly a deeper dive on the company and what analyst are saying.
So far I have added a 2ish evaluations methods and some leverage ratios that I need to refine a bit better. I plan to add more evaluations for if the stock has dividends and maybe an even more in-depth method overall. I have a history page that goes back 10 years with 10-Ks and also have a quarterly estimate and actual earnings for those same 10 years. The quarterlies atm need to be tied back to a 10-Q as I’d love to be able to look through most of the companies income statements and plug away.
The spread sheet is easily updated. Anything blue is something I need to input. Green is from the same sheet and red is from a different sheet. Black is a formula output.
- one question I have is interest expense is shown in parentheses on the 10-k which normally means a negative but clicking on said number and it says it’s a positive value. This also seems to make more sense in the calculations that use it.
Any advice on anything I could add would be greatly appreciated, as well as anything that may seem off.
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