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SF Growth Analysis and MOS Valuation Template

1,207 downloads
Google Sheets & Excel
sheetsfinancegrowthvaluation
SF Growth Analysis and MOS Valuation Template screenshot

Overview

A 10-year snapshot of a company's performance, built around four key growth rates, with an automatic Margin of Safety (MOS) valuation on top.

What's inside

  • Growth Analysis (Sheet 1): a dashboard of 10 years of reported financials, focused on:
    • Book value per share (BVPS)
    • Earnings per share (EPS)
    • Sales per share (SPS)
    • Operating cash flow per share (OCFPS)
  • MOS Valuation (Sheet 2): uses those growth rates to forecast the company's value, works out the buy price needed for your target yearly return (MAAR %), then applies your margin of safety.

Change the ticker in cell A1 and the whole workbook reloads for the new company.

Good for

  • Fundamental analysis of a company's historical performance
  • A quick, repeatable valuation check before you buy

How to use it

  1. Click Copy to Google Sheets to save your own copy.
  2. Open Extensions → SheetsFinance and make sure you're connected.
  3. Type a ticker such as AAPL into cell A1 on the Growth Analysis sheet.
  4. Open the MOS Valuation sheet and adjust the target return and margin of safety to suit you.

Functions used

The SheetsFinance functions this template is built with. Read the docs to adapt it.