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

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In this video, I take you step by step on 4 different ways to value a stock, and give you step by step tutorial on how to use my stock valuation spreadsheet. Let me know your thoughts in the comments below!
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I am not a Financial advisor or licensed professional. Nothing I say or produce on KZbin, or anywhere else, should be considered as advice. All content is for educational purposes only. I am not responsible for any financial losses or gains. Invest and trade at your own risk. Some of the links in the description may be affiliate links.

[@hmerdad]

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..

[@simasb2468]

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

[@SamLunser]

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

[@Dividendology]

Glad it was helpful!

[@piet123ajax]

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]

Did you get an answer for this?

[@piet123ajax]

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

[@BusniessMarks]

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

[@mtrindade81]

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]

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]

I recommend using Stock Unlock it handles everything

[@careygower8283]

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

[@GeorgeHLock]

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

[@WiLNorCaL]

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

[@NeuroCurieux]

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

[@AA-nj2ni]

You sir are a legend!

[@TracingLoL]

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

[@mwill4786]

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]

I’m only 25 by the way

[@chipymunk1]

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?

[@antoineazar7546]

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]

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

[@antoineazar7546]

@@Dividendology Thank you for the quick reply !

[@TheListening922]

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

[@Dividendology]

Great to hear!

[@murtazahassan3601]

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]

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

[@murtazahassan3601]

@@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!

[@Aria.Sterling]

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.

[@AA-nj2ni]

Where can we get the spreadsheet from??

[@jakeruth5781]

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

[@albertchifoi8854]

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]

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

[@alfredolamide__]

love your videos, can you do one for banks?

[@Dividendology]

Yes! I have one for banks!

[@pfrazeto]

Great video

[@Dividendology]

Thanks!

[@myles5253]

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

[@derekdunn8678]

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]

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

[@derekdunn8678]

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

[@methioswar2916]

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

[@Dividendology]

Good call!

[@btpd912]

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

[@Dividendology]

just posted

[@SuperJustin2001]

Just subscribed!

[@Dividendology]

Thanks!!

[@WhatWouldHappenShorts]

Is this sheet available?

[@Dividendology]

Yes! On Tickerdata.com!

[@metube12180]

do one on aap

[@OldLion64]

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

[@Dividendology]

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

[@OldLion64]

@@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]

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]

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]

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.