How to Value a Stock! (Stock Valuation Spreadsheet Tutorial)

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  • Опубліковано 29 гру 2024

КОМЕНТАРІ • 61

  • @simasb2468
    @simasb2468 11 місяців тому +3

    Perfect! I love your way of explaining complex things simply with down-to-earth spreadsheets.

  • @GeorgeHLock
    @GeorgeHLock 9 місяців тому

    Hi. Love this, really useful. At 9:30 mins, surely cells K5 and B13 should be different years?

  • @aloysiuslee5965
    @aloysiuslee5965 Місяць тому

    Thanks for sharing with simples explanation.
    Among the 4 methods to compute intrinsic value, which method you find more realistic to consider in current economic situation?
    Is there a weightage factor on each method for Technology vs Banks, vs Funds vs ETFs?

  • @hmerdad
    @hmerdad 5 місяців тому +3

    Hi there. I really appreciate all your efforts. This is really extraordinary. I am learning a lot. Many thanx. I have 2 observations: 1) 2023 future FCF. Shouldn't be 2024 instead 2023. 2) The way you are calculating the terminal value: you used TV@Y10= FCF9(1+LTg) /( Discount rate - LT-g). Then when you discounted it, you used 10 periods. I believe it should be discounted for 9 periods because TV@9 = FCF9(1+g) / (Discount rate - LT-g). Can you please confirm if these observations are correct or i am missing something? Again, amazing job!!!! I will always be looking forward to your new videos..

  • @careygower8283
    @careygower8283 11 місяців тому +1

    Great video! Can you explain why you chose a different Discount Rate (9%) for DDM vs 8% for DCF calculations?

  • @SamLunser
    @SamLunser 8 місяців тому +1

    Thank you so much for this video. Incredibly helpful and its also super clear and concise!

  • @piet123ajax
    @piet123ajax 9 місяців тому +2

    Awesone video! Could you please explain why you use 111,262 instead of 111,262,000? I saw in your other answer that if you apply the same metrics it will be fine, but I dont see where or if you use this factor 1000 on sum of FCF? Keep up the good work!

    • @brandontomczak2953
      @brandontomczak2953 8 місяців тому

      Did you get an answer for this?

    • @piet123ajax
      @piet123ajax 8 місяців тому

      @@brandontomczak2953 no but I found out that yahoo finance draws FCFs in thousands (so that should just be divided by 1000 again)

  • @mtrindade81
    @mtrindade81 11 місяців тому +1

    Hello mate. Congrats on your work. Love your spreadsheets! Quick question:does it work with other markets? Let’s say Brazil stock market for example. Or only US stocks? Cheers.

    • @5_aturn
      @5_aturn 11 місяців тому

      Won't always find the stocks automatically but I found out that if you add the market in front of the stock name it usually does end up working.
      (So for me, with Dutch stocks I would add AMS: and then the stock name right after)

    • @jakeruth5781
      @jakeruth5781 11 місяців тому

      I recommend using Stock Unlock it handles everything

  • @silaswaidande8105
    @silaswaidande8105 2 місяці тому

    amazing video... i need this spreedsheet where can I download it from ?

  • @NeuroCurieux
    @NeuroCurieux 11 місяців тому

    We can see the limits of DDM: based on data you should pick a reasonable 10% growth rate, but in that case r-g = -1….
    Also in this model you select Wacc=9% but it was 8.5% for DCF
    I think sticking with DCF BUT with different scenarios is the best guesstimate we can get

  • @linkwaycapital
    @linkwaycapital 3 місяці тому

    Just wondered if there is a reasoning behind not using a WACC in the DCF?

  • @Aria.Sterling
    @Aria.Sterling 8 місяців тому

    isnt 8% discount rate you apply in DCF already account to margin of safety? I apply 12-15% for any company i invested in, if I added 10-20% on every stock I analyze, I will be lucky to find one in a year.

  • @albertchifoi8854
    @albertchifoi8854 8 місяців тому

    Hi ! Would anybody know how to add canadian stock tickers in the Spreadheet ? An example would be when I want Telus with ticker T (TSE), I get AT&T (NYSE) instead. Thank you !

    • @Dividendology
      @Dividendology  8 місяців тому

      This page will explain how!: tickerdata.com/exchanges

  • @AA-nj2ni
    @AA-nj2ni 11 місяців тому +1

    Where can we get the spreadsheet from??

    • @jakeruth5781
      @jakeruth5781 11 місяців тому

      Stock Unlock is going to provide all of this without the hassle it's worth checking out

  • @WiLNorCaL
    @WiLNorCaL 11 місяців тому

    Greetings. Really enjoy your videos, so much excellent content. Question.. SCHD is your biggest core position, and pays very well. Why wouldn't someone just invest in SCHD instead of all those individual positions you have. SCHD diversifies in most of the same companies you have in your portfolio plus more...as well as sector diversity. Have you compared your return vs SCHD? since you started your div portfolio.. Just wondering why I would go through your process instead of letting SCHD do it for me.. Thanks so much.. WiL

  • @WhatWouldHappenShorts
    @WhatWouldHappenShorts 5 місяців тому

    Is this sheet available?

  • @AA-nj2ni
    @AA-nj2ni 11 місяців тому +2

    You sir are a legend!

  • @TheListening922
    @TheListening922 11 місяців тому

    I love your videos, informative, easy to follow! Learned more in a couple days than over the last 6 or 7 years haha

  • @mwill4786
    @mwill4786 11 місяців тому

    Definitely appreciate the videos I have understood the value of dividends since a teenager biggest mistake has been not spending my money on stocks instead of the of a young person

    • @mwill4786
      @mwill4786 11 місяців тому +1

      I’m only 25 by the way

  • @chipymunk1
    @chipymunk1 11 місяців тому

    Is the Cash and Cash Equivalents a truncated field? You only put 111,262. I am doing a DCF of JnJ and they have 25.51 Billion. So in this field I would put 25,510,000?

  • @murtazahassan3601
    @murtazahassan3601 6 місяців тому

    Hi, great videos. Can you please also make videos for web scrapping of Yahoo Finance and Finviz cause your previous video formulas are not working now, cause lots of things have changed? keep uploading Videos!!

    • @Dividendology
      @Dividendology  6 місяців тому

      I use the tickerdata add on in google sheets to auto import the data now! Tickerdata.com

    • @murtazahassan3601
      @murtazahassan3601 6 місяців тому

      @@Dividendology I like that as well, but If you help with any of the free platforms it would be much of a relief. Thank You!

  • @TracingLoL
    @TracingLoL 11 місяців тому

    Yo bro, I love your video's and I am learning alot.
    My only question is, where do you invest on, wich platform?

  • @antoineazar7546
    @antoineazar7546 11 місяців тому

    Hey, love your content and best wishes for your goals. There's something I'm having a hard time understanding. The projected growth rate is applied annually on each FFCF, however 2023 is a year that has already undergone growth. Why do we still account the projected growth on it in the FFCF row ?

    • @Dividendology
      @Dividendology  11 місяців тому

      meant to update that to be 2024! I'll correct that.

    • @antoineazar7546
      @antoineazar7546 11 місяців тому

      @@Dividendology Thank you for the quick reply !

  • @derekdunn8678
    @derekdunn8678 11 місяців тому

    I downloaded this from you patreon page just now 23rd jan 2024, my spreadsheet is missing 2023 tab for the discounted cash flow model. Is there an updated version i can download ?

    • @Dividendology
      @Dividendology  11 місяців тому +1

      Yes there is! DM on patreon and I'll help you out! :)

    • @derekdunn8678
      @derekdunn8678 11 місяців тому

      i sent a message through Pateon, not sure if you got it. :)
      @@Dividendology

  • @alfredolamide__
    @alfredolamide__ 8 місяців тому

    love your videos, can you do one for banks?

  • @pfrazeto
    @pfrazeto 11 місяців тому +1

    Great video

  • @myles5253
    @myles5253 10 місяців тому

    where do I find the growth rate projection on yahoo finance?

  • @SuperJustin2001
    @SuperJustin2001 11 місяців тому

    Just subscribed!

  • @methioswar2916
    @methioswar2916 11 місяців тому

    Im realy missing the ROIC metric on the first sheet so i added that one myself. :)

  • @btpd912
    @btpd912 11 місяців тому

    the only updated stock valuation worksheet is dated feb 23, 2023. Please provide an updated worksheet which includes 2023

  • @metube12180
    @metube12180 11 місяців тому

    do one on aap

  • @OldLion64
    @OldLion64 11 місяців тому

    Unfortunately, hype matters more than fundamentals. Prices go way up first long before the companies make any money on what is being hyped.

    • @Dividendology
      @Dividendology  11 місяців тому +2

      Hype moves prices short term. Fundamentals move prices long term.

    • @OldLion64
      @OldLion64 11 місяців тому

      @@Dividendology Agree. Still cant tell when to get in based on valuations and fundamentals though. Skyrockets on hype then flattens out. Costs dividend investors twice as much capital to invest

  • @luckybaba1026
    @luckybaba1026 11 місяців тому +2

    MSFT P/E is 35.63 and annual EPS of 9.81 it is extremely overvalued at the moment like most big teck. Look at MSFT Net Debt forecast for the coming years, it paints a very scary picture.

    • @Dividendology
      @Dividendology  11 місяців тому +2

      This is not an analysis of MSFT. As I stated many times, This is an example. I didn’t use the numbers I would’ve actually used to analyze MSFT.

    • @luckybaba1026
      @luckybaba1026 11 місяців тому +1

      I understand it's a video about how to value a stock and I appreciate your spreadsheet and you make great videos but using an example with wrong numbers gives a false image of the stock you picked for the video. Thank you for all the great videos you make, it helps a lot of people.