Fundamental Analysis Worksheet

Stock Market Beat uses a template to make sure they don’t miss anything when analyzing a potential investment. Here is how they describe it, reprinted here with the author’s permission.

Fundamental analysis is a skill that takes considerable time and practice to master. There are many moving parts in a company’s “fundamentals.” Although you may hear people say a company has great fundamentals, can they articulate what they mean by that?

A useful tool we have used is a document template to fill out when looking at a company’s fundamental characteristics and financial filings. Having the template can help make sure you don’t overlook an important detail, and the template can be updated over time to let the user see how certain aspects of the company are changing, and to comment on the changes and their implications.

We are likely to use the template frequently here, so rather than try to explain it all at once we will do that by example over time. Feel free to copy the template, and do let us know if you think there are important features we should add. You can find the template at our fundies page.

For more information, see all articles on: Adjusting Reported Financial Statements, Financial Statement Analysis, Fundamental Analysis, Investing in Stocks

See also:
  • The Pros and Cons of Fundamental Indexing
  • Tactical Investment Style Funds
  • Fundamental Risk and Arbitrage Strategies
  • Fundamental Law of Active Management
  • Efficient Market Hypothesis: Semi-Strong Form
  • Technical Analysis Explained : The Successful Investor's Guide to Spotting Investment Trends and Turning Points

    The Intelligent Investor: The Classic Text on Value Investing

    Financial Statement Analysis: A Practitioner's Guide, 3rd Edition

    Managing Investment Portfolios: A Dynamic Process (CFA Institute Investment Series)

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