Fundamentals and Peter Lynch Valuation

1,355 downloads
Google Sheets
valuationdashboardfundamentals
Fundamentals and Peter Lynch Valuation screenshot

Overview

A comprehensive fundamental analysis dashboard for equities that breaks down key performance metrics over a 5 and 10-year period, including additional metrics such as historical PE ratios, industry and sector PE ratio averages, Piotroski F-Score and Altman Z-Score. The template also includes a valuation tab that uses the Peter Lynch Valuation methodology. To use this template "as is" you only need to change the ticker symbol in cell A1 of the first sheet titled 'Fundamentals'. This sheet is Spanish-speaker-friendly (Esta planilla es apta para espanol hablantes).