Looking for a stock analysis Excel template you can actually use?

This free fundamental analysis spreadsheet helps you review a company’s historical financials, valuation ratios, profitability margins, cash flow metrics, per-share fundamentals, 3-year averages, and TTM performance in one place.

You can use the template in Excel or Google Sheets. And with Wisesheets, you can update the template by changing the stock ticker instead of manually copying financial data from different websites.

Download the Free Stock Analysis Excel Template

Use this free stock analysis Excel template to review a public company’s financial performance, valuation, margins, and per-share fundamentals with a clearer research process.

Instead of jumping between finance websites, annual reports, stock screeners, and manually updated spreadsheets, you can use one structured template to evaluate the key financial metrics.

Download the free stock analysis Excel template

Rather than jumping between finance websites, annual reports, stock screeners, and manually updated spreadsheets, you can use one structured template to evaluate the key financial metrics.

Use this template to:

• Review company fundamentals
• Analyze historical revenue, gross profit, EBITDA, and net income
• Compare valuation ratios
• Study profitability and cash flow margins
• Review per-share metrics
• Analyze 3-year averages
• Compare annual results against TTM figures
• Update company data using Wisesheets formulas

Template detail	Description
What it does	Helps you analyze historical fundamentals, valuation ratios, margins, cash flow, per-share data, 3-year averages, and TTM performance
Works with	Excel and Google Sheets
Best for	Fundamental investors, value investors, stock researchers, finance students, and DIY investors
Powered by	Wisesheets formulas for stock prices, financial statements, ratios, and historical company data
Example company	Apple Inc. / AAPL
Historical range	Annual financial data from 2013 to 2023, plus TTM figures

You can start by changing the ticker to a company like AAPL, MSFT, NFLX, NVDA, TSLA, or any other supported stock.

What’s Included in the Template

This stock analysis template is built to help you review a company from multiple angles.

It includes a company snapshot, historical financials, valuation ratios, profitability margins, cash flow metrics, per-share fundamentals, and 3-year averages.

Template section	What it helps you analyze
Company snapshot	Company name, ticker, base year, current price, market cap
Historical financials	Revenue, gross profit, EBITDA, operating income, net income
Valuation ratios	P/E, sales/price, EBITDA/EV, book/price, tangible book/price, earnings/price
Cash flow valuation	Operating cash flow/price, free cash flow/price, net cash flow
Cash and asset ratios	Cash/price, net cash/price, assets/price, revenue/debt
Profitability margins	Gross profit ratio, EBITDA ratio, operating income ratio, net income ratio
Cash flow margins	Operating cash flow ratio and free cash flow ratio
Per-share metrics	EPS, revenue/share, EBITDA/share, net income/share, operating cash flow/share, free cash flow/share
Balance sheet per-share data	Assets/share, book value/share, tangible book value/share
Dividend data	Dividends/share and dividend/price
3-year averages	Smoothed averages for P/E, EPS, revenue, gross profit, operating cash flow/share, free cash flow/share, and more
Historical trends	Annual data from 2013 to 2023 plus TTM

The purpose of this spreadsheet is to help you track how a company’s fundamentals have changed over time, compare its current valuation to those fundamentals, and place the business within your overall research process.

How Wisesheets Powers the Stock Analysis Template

While you can use the template as a normal spreadsheet, it can become significantly more efficient and easier to maintain when connected to Wisesheets.

Wisesheets lets you pull stock prices, financial statements, ratios, and historical company fundamentals directly into Excel or Google Sheets using spreadsheet formulas.

If you want to compare tools, here is our guide to the best Excel stock add-in for stock fundamentals and live data.

That means you don’t have to manually copy financial data into your spreadsheet, so you can spend more time reviewing the company’s numbers and trends.

Let us share a few formula examples:

Objective	Wisesheets Formula Example
Pull revenue	=WISE("AAPL","Revenue",2023)
Pull net income	=WISE("AAPL","Net Income",2023)
Pull gross profit	=WISE("AAPL","Gross Profit",2023)
Pull EPS	=WISE("AAPL","EPS",2023)
Pull current price	=WISEPRICE("AAPL","Price")

With formulas like these, you can build a stock analysis spreadsheet that updates faster and reduces manual work. For example, instead of manually copying Apple’s revenue, gross profit, EPS, market cap, or current stock price into your workbook, you can use Wisesheets formulas to pull the data directly into the template.

For a deeper walkthrough, see our guide on how to get live stock prices in Excel.

Who This Stock Analysis Template Is For

This template is useful if you want a cleaner way to research stocks.

It is especially useful for:

• Fundamental investors reviewing company financials
• Value investors comparing valuation against business performance
• Long-term investors studying historical company quality
• Finance students learning how to analyze public companies
• DIY investors building their own stock research process
• Analysts who want a customizable spreadsheet instead of a rigid stock screener

If your current research process involves dozens of browser tabs, copied figures, and disconnected notes, this template gives you one place to organize the numbers.

How to Use the Stock Analysis Excel Template

Using the template is simple.

Step 1: Open the template in Excel or Google Sheets

Download the spreadsheet and open it in your preferred tool. You can use the template in Excel or Google Sheets.

Step 2: Enter the stock ticker

Change the ticker in the template to the company you want to analyze.

For example:

• AAPL for Apple
• MSFT for Microsoft
• NFLX for Netflix
• NVDA for Nvidia
• TSLA for Tesla

If you are using Wisesheets, the relevant company data can update based on the ticker you enter.

Step 3: Review the company snapshot

Start with the basic company data.

The template includes fields such as:

• Company name
• Ticker
• Base year
• Current price
• Market cap
• Revenue

This gives you a quick snapshot of the company before you move into deeper historical analysis.

Step 4: Review historical financial performance

Next, review the company’s historical financials.

The template includes annual data for key figures such as:

• Revenue
• Gross profit
• EBITDA
• Operating income
• Net income

These numbers help you understand whether the company has grown, improved, weakened, or become more profitable over time.

Step 5: Analyze valuation ratios

Valuation ratios help you compare the company’s stock price against its financial performance.

The template includes valuation and yield-style metrics such as:

• P/E ratio
• Sales/price
• EBITDA/enterprise value
• Earnings/price
• Book/price
• Tangible book/price
• Operating cash flow/price
• Free cash flow/price
• Cash/price
• Net cash/price
• Assets/price

These ratios can help you think through whether the market price looks reasonable compared to the company’s earnings, revenue, book value, cash flow, and assets.

One of the most useful valuation metrics here is free cash flow yield, especially when comparing price against cash generation.

However, valuation should not be used alone. A stock can look cheap for a reason. A stock can also look expensive because the market expects strong future growth.

The template gives you a starting point for asking better questions.

Step 6: Check profitability and margins

The template also includes margin data.

Useful margin metrics include:

• Gross profit ratio
• EBITDA ratio
• Operating income ratio
• Net income ratio
• Operating cash flow ratio
• Free cash flow ratio

These ratios help you understand how much of the company’s revenue turns into profit and cash flow.

To understand these numbers better, read our guide to cash flow metrics and what they mean.

For example, a company with rising revenue but falling margins may need closer analysis. A company with stable or improving margins may have stronger business quality.

Step 7: Review per-share fundamentals

Per-share data is useful because it helps you evaluate company performance on a shareholder basis.

The template includes per-share metrics such as:

• Common EPS
• Revenue/share
• EBITDA/share
• Net income/share
• Operating cash flow/share
• Free cash flow/share
• Assets/share
• Book value/share
• Tangible book value/share
• Dividends/share

This is important because total company numbers can be misleading without considering how they translate on a per-share basis.

For example, a company may grow net income, but if shares outstanding increase significantly, EPS may not grow at the same pace. On the other hand, a company reducing its share count may improve per-share results even when total growth is slower.

Step 8: Study 3-year averages

One of the most useful parts of this template is the inclusion of 3-year averages.

The template includes 3-year average data for metrics such as:

• P/E ratio
• Common EPS
• Revenue
• Gross profit
• Operating cash flow/share
• Free cash flow/share
• Revenue/share
• EBITDA/share
• Net income/share

This helps smooth out single-year spikes or weak periods.

A single year can be noisy – a company may have an unusually strong year because of temporary demand, or a weak year because of one-time pressure. Looking at 3-year averages can give you a more balanced view of the company’s financial performance.

Step 9: Compare annual history with TTM data

The template includes annual financial data along with TTM figures.

TTM stands for trailing twelve months.

The latest annual report may not reflect the company’s most recent performance, and TTM data helps you compare the most recent 12-month period against prior full-year results.

You can use this to ask questions like:

• Is revenue still growing?
• Are margins improving or weakening?
• Is free cash flow moving in the right direction?
• Is EPS higher or lower than the last full year?
• Does the current valuation look different when compared with TTM numbers?

This gives you a more current view of the company.

Key Metrics Included in the Template

A good stock analysis template should help you evaluate both business performance and stock valuation.

This template includes many of the metrics fundamental investors use to review company quality, valuation, and historical performance.

Metric Category	Examples
Company data	Name, ticker, base year, price, market cap, revenue
Historical financials	Revenue, gross profit, EBITDA, operating income, net income
Valuation ratios	P/E, sales/price, EBITDA/EV, earnings/price, book/price, tangible book/price
Cash flow valuation	Operating cash flow/price, free cash flow/price
Cash and asset metrics	Cash/price, net cash/price, assets/price, revenue/debt
Profitability margins	Gross profit ratio, EBITDA ratio, operating income ratio, net income ratio
Cash flow margins	Operating cash flow ratio, free cash flow ratio
Per-share metrics	EPS, revenue/share, EBITDA/share, net income/share, operating cash flow/share, free cash flow/share
Balance sheet per-share metrics	Assets/share, book value/share, tangible book value/share
Dividend metrics	Dividends/share, dividend/price
3-year averages	P/E, EPS, revenue, gross profit, operating cash flow/share, free cash flow/share, revenue/share, EBITDA/share, net income/share
TTM figures	Latest trailing twelve-month performance

These metrics help you move beyond the stock price and understand the company behind the ticker.

Manual Stock Analysis vs Wisesheets-Powered Analysis

You can analyze stocks manually, but manual research gets slow once you start reviewing multiple companies.

Without a stock analysis template, you may need to collect data from financial statements, finance websites, stock screeners, investor relations pages, and your own notes. That is a time-consuming setup, and one that is prone to mess-ups.

A template gives structure to your research, while Wisesheets adds the automation layer.

Task	Manual Stock Analysis	Wisesheets-Powered Analysis
Pull current stock price	Search online and copy manually	Use WISEPRICE
Pull historical revenue	Find statements and copy figures	Use WISE
Pull gross profit, EBITDA, and net income	Copy from financial statements or finance websites	Use Wisesheets formulas
Update annual financials	Refresh manually across sources	Refresh inside Excel or Google Sheets
Review TTM data	Search for the latest trailing twelve-month figures	Pull updated data into the spreadsheet
Compare multiple companies	Build and update each sheet manually	Change tickers and formulas
Reduce copy-paste errors	Requires careful checking	Data pulls directly into spreadsheet
Scale your research	Slow for many stocks	Easier to repeat across companies

Example: Analyze Apple Stock With the Template

The template uses Apple Inc. as an example.

With Apple’s ticker, AAPL, the spreadsheet shows a company snapshot that includes its current price, market cap, and revenue. It also shows historical data across several years, along with TTM figures.

You can use the template to review:

• How Apple’s revenue has changed over time
• Whether gross profit has grown
• Whether net income has improved
• How EPS has changed on a per-share basis
• Whether operating cash flow/share and free cash flow/share have increased
• How margins have moved over time
• How the P/E ratio compares against the 3-year average P/E ratio
• How TTM figures compare with the latest full-year data

This does not mean the template tells you whether to buy Apple stock – good numbers on a spreadsheet are only one part of investment research.

You should also consider the company’s competitive position, management quality, industry outlook, risks, valuation expectations, and your own investment goals before making a decision.

Why Use a Stock Analysis Excel Template?

A stock analysis Excel template gives you a repeatable process, which is crucial because stock research does not take long to get messy.

One company may look attractive based on earnings. Another may look better based on free cash flow. A third may have strong revenue but weak margins. A fourth may look cheap but have poor per-share trends.

The absence of a structure may cause you to compare companies inconsistently.

A template helps you:

• Review the same metrics across companies
• Keep your research organized
• Compare stocks more fairly
• Save time on repetitive analysis
• Reduce manual data entry
• Study long-term trends
• Review valuation against financial performance
• Build a more disciplined research process

Instead of starting from scratch every time, you can use the same framework for each company you analyze.

What Is Fundamental Analysis?

Fundamental analysis is the process of evaluating a company based on its financial performance, business quality, valuation, and long-term prospects.

Instead of only looking at the stock price, fundamental investors look at the company behind the stock. That may include reviewing:

• Revenue
• Earnings
• Cash flow
• Profit margins
• Assets
• Book value
• Valuation ratios
• Per-share performance
• Historical growth
• TTM performance

For example, if you were analyzing Apple, you might review its revenue, gross profit, EPS, free cash flow/share, margins, valuation ratios, share count, and TTM performance.

A stock analysis template helps you bring those numbers together in one place.

Stock Analysis Template vs Stock Tracker

A stock analysis template is not the same as a stock tracker.

A stock tracker usually helps you monitor prices, portfolio holdings, gains, losses, and dividends. In contrast, a stock analysis template helps you evaluate a company’s financial performance and valuation before making a research decision.

For portfolio monitoring instead of company analysis, use our free investment tracking spreadsheet for Google Sheets and Excel.

Stock Tracker	Stock Analysis Template
Tracks prices and portfolio performance	Reviews company fundamentals
Focuses on what you own or watch	Helps evaluate companies before investing
Often centered on current price movements	Looks at financials, ratios, margins, and historical trends
Useful after adding stocks to a watchlist or portfolio	Useful before making an investment decision

Both can be useful, but fundamental research does require more than just price tracking. You need a framework for analyzing the business.

How to Customize the Template

The template gives you a strong starting point, but you can customize it based on your own investing style.

For example, you can add:

• A watchlist tab
• A valuation model
• A discounted cash flow section
• A dividend analysis section
• A scoring system
• Industry comparison columns
• Risk notes
• Management notes
• Bull and bear case sections
• A final decision checklist

You can also add your own buy, watch, or reject section if you want to document your investment reasoning after reviewing the numbers.

If you want to go deeper into valuation, you can also use our free DCF template for stocks in Google Sheets.

A good template should not force you into a single rigid process; it should provide you with a solid base that you can adjust.

How to Get the Free Stock Analysis Excel Template

You can get the free stock analysis Excel template in two ways.

First, you can download the template directly from this page.

Download the free stock analysis Excel template

You can also access it through Wisesheets. Create a free Wisesheets account, install the Excel add-in or Google Sheets add-on, and go to the templates section. From there, you can download the stock analysis template and customize it for your own research process.

Once the template is in your spreadsheet, you can change the ticker, refresh the data, and analyze different companies more efficiently.

Use the Template With Live Stock Data

If you want to go beyond a static spreadsheet, you can connect the template to Wisesheets.

Wisesheets lets you pull stock data directly into Excel or Google Sheets, including:

• Stock prices
• Financial statements
• Historical financials
• Key metrics
• Valuation ratios
• Dividend data
• Company fundamentals

This can be beneficial if you want to analyze multiple companies without manually updating every number.

For example, you can use Wisesheets formulas to pull a company’s revenue, net income, EPS, current price, and other metrics directly into your template. That makes the spreadsheet easier to maintain and easier to reuse.

FAQs

Is this stock analysis Excel template free?

Yes. The stock analysis Excel template is free to download.

You can use it as a manual spreadsheet or connect it to Wisesheets if you want to pull stock prices, financial statements, historical data, and ratios directly into Excel or Google Sheets.

Can I use this template in Google Sheets?

Yes. The template can be used in Google Sheets as well as Excel.

If you want to use Wisesheets formulas inside Google Sheets, you can install the Wisesheets add-on and use the supported spreadsheet functions there.

What metrics are included in the stock analysis template?

The template includes company snapshot data, historical financials, valuation ratios, profitability margins, cash flow margins, per-share metrics, 3-year averages, dividend data, and TTM figures.

Examples include revenue, gross profit, EBITDA, operating income, net income, P/E ratio, EPS, operating cash flow/share, free cash flow/share, revenue/share, book value/share, and dividends/share.

Does the template include TTM data?

Yes, the template includes TTM data, which stands for trailing twelve months. This helps you compare the company’s latest 12-month performance against prior annual results.

Does the template include 3-year averages?

Yes, the template includes 3-year averages for several key metrics, including P/E ratio, EPS, revenue, gross profit, operating cash flow/share, free cash flow/share, revenue/share, EBITDA/share, and net income/share. This can help smooth out noisy single-year results.

Can the template pull live stock data?

Yes, if you use it with Wisesheets. Wisesheets lets you pull stock prices, company financials, historical data, and key metrics directly into Excel or Google Sheets.

For example, you can use WISEPRICE to pull current stock price data and WISE to pull financial statement data and key metrics.

Can I use this template for fundamental analysis?

Yes, this template is built for fundamental stock analysis. It helps you review historical financial performance, valuation ratios, margins, cash flow metrics, per-share fundamentals, and TTM data. It offers a structured way to evaluate the business behind the stock.

How is this different from a stock tracker?

A stock tracker usually focuses on prices, holdings, gains, losses, and portfolio performance. A stock analysis template focuses on company research.

The latter helps you review financial performance, valuation ratios, historical trends, and per-share fundamentals before making a research or investment decision.

Do I need Wisesheets to use the template?

No, you can use the template manually without Wisesheets. However, Wisesheets makes the template more powerful by letting you pull stock prices, financial statements, ratios, and historical data directly into the spreadsheet instead of copying figures by hand.

Can I customize the template?

Yes, you can customize the template by adding your own metrics, valuation models, watchlist columns, notes, scoring systems, and decision criteria. You can also add your own buy, watch, or reject section to document your final view on each company.

Can I use the template for multiple stocks?

Yes, you can use the template to analyze multiple companies. The simplest way is to duplicate the sheet for each stock. With Wisesheets, you can also change the ticker and refresh the relevant data more efficiently.

Is this template investment advice?

No, the template is a research tool. It helps you organize and analyze stock data, but it does not tell you what to buy or sell. Always do your own research and consider your own financial situation before making investment decisions.

Download the Free Stock Analysis Excel Template

A good stock analysis process starts with structure.

This free stock analysis Excel template gives you a clear place to review historical fundamentals, valuation ratios, margins, cash flow metrics, per-share data, 3-year averages, and TTM performance.

Use it manually. Customize it for your own research process.

Or connect it to Wisesheets to pull stock prices, financial statements, ratios, and historical data directly into Excel or Google Sheets.

Download the free stock analysis Excel template

Start a free Wisesheets trial to auto-fill the template with stock prices, financial statements, ratios, and historical company data.