This website provides an integrated approach to financial statement analysis (FSA) and valuation. It consists of eight spreadsheets: four refer to FSA and four to valuation. All spreadsheets come with documents explaining their motivation, key takeaways, and implementation guidance. These spreadsheets can be used in the classroom as well as for practical equity analysis.
| FSA: Financial Statement Analysis | VAL: Valuation |
|---|---|
FSA1: Enterprise vs. financial activities |
VAL1: Forecasting and valuation of cash flows |
FSA2: Recurring enterprise income |
VAL2: Dividends, book values, and earnings |
FSA3: IRR and multiperiod return on equity |
VAL3: Adjusted analyst forecasts |
FSA4: Adjusted Cash Earnings (ACE) |
VAL4: Excess Implied Return (EIR)
|
Click here to download all files as a zip archive.
Click here for the directory listing.
Date updated: November 23, 2013
Copyright 2010-2013 by Dan Gode and James Ohlson. All rights reserved.