Stock Research Worksheet: How to Pick Winners

stock research worksheet

Investing in the stock market can feel like a high-stakes game of chess. You're constantly strategizing, making calculated moves, and hoping for a checkmate. But unlike chess, the stock market doesn't come with a rulebook. Or does it? Enter the Stock Research Worksheet, a tool that can help you analyze potential investments and make informed decisions. And when paired with Wisesheets, a powerful add-on for Excel and Google Sheets, your stock research game is about to level up. Ready to learn how? Let's dive in.

What is a Stock Research Worksheet?

Think of a Stock Research Worksheet as your personal investment detective. It's a tool that guides you through a comprehensive investigation of a company, from its profile and profitability to its financial condition and stock price. It's like having a checklist for your investment decisions, ensuring you don't miss any crucial details.

But here's the kicker: while the Stock Research Worksheet is a fantastic tool, it can be time-consuming to fill out. You have to manually search for the data, copy it, and paste it into the worksheet. And if you're analyzing multiple companies? That's a lot of time and effort.

But don't worry, we have a solution: Wisesheets.

Wisesheets: Your Stock Research Companion

Screener Excel and Google Sheets

Wisesheets is an add-on for Excel and Google Sheets that revolutionizes the way you do stock research. It provides instant access to financial data right in your spreadsheet, eliminating the need for manual data entry. Imagine having years of financial statements, livestock prices, and key metrics at your fingertips, ready to be analyzed. Sounds like a dream, right? But it's not. It's Wisesheets.

With Wisesheets, you can:

  • Dump years of key metrics in a few clicks: No more tedious data collection. Get years of financial statements in seconds.
  • Build custom models and cherry-pick your data: Use Wisesheets' custom function and Excel / Google Sheets autofill to quickly populate your models and DCFs with tough-to-find data.
  • Get live price data whenever you need: Build your model and update it with live data at the click of a button.

And the best part? Wisesheets is affordable. For just $60 per year, you get full access to all these features and more.

How to Use the Stock Research Worksheet with Wisesheets

Now that we've introduced you to the Stock Research Worksheet and Wisesheets, let's talk about how to use them together. The worksheet is divided into several sections, each focusing on a different aspect of the company. Let's go through each section and see how Wisesheets can help.

A. Company Profile

The first section of the Stock Research Worksheet focuses on the company's profile. It asks for the company's name, industry, and what it does. It also asks about the company's closest competitors and its history.

Use Wisesheets to quickly pull up the company's profile. You can use the =WISEPRICE("Ticker", Name") function to get a brief description of what the company does. For the industry, use =WISEPRICE("Ticker","Industry") function.

Let's say you're researching Apple Inc. In your Google Sheets or Excel, you can type =WISEPRICE("AAPL", "Description") to get a brief description of Apple. Similarly, you can use =WISEPRICE("AAPL", "Sector") to find the sector in which the company operates.

Company Profile

B. Profitability

The next section focuses on the company's profitability. It asks for the company's earnings-per-share (EPS) growth rate, sales/revenue growth rate, profit margin, and PEG ratio.

Wisesheets can provide all these data points in an instant. You can use the =WISE("Ticker", "Eps growth rate", "Period") function to get the company's EPS growth rate, =WISE("AAPL", "Revenue", "Period") for the sales/revenue growth rate, and =WISE("Ticker", "Net income ratio", "period") for the profit margin.

Continuing with our Apple example, you can use =WISE("AAPL", "EPS growth rate", 2021) to get Apple's EPS growth rate, =WISE("AAPL", "Revenue", 2021) for Apple's sales/revenue growth rate, and =WISE("AAPL", "net income growth", 2021) for Apple's profit margin


C. Financial Condition

This section focuses on the company's financial condition, specifically its long-term debt-to-equity ratio.

You can use the =WISE("Ticker", "Debt to equity", "Period") function in Wisesheets to get this data.

For Apple, you can use =WISE("AAPL"", "Debt to equity", 2021) to get Apple's long-term debt-to-equity ratio.

Financial Condition

D. Institutional Ownership

Here, you'll need to find out what percent of the company is owned by institutions. You can find this information via a simple Google Search.

E. Stock Price

Finally, you'll look at the stock's price, including its 52-week low and high and its current price.

With Wisesheets' live price data feature, you can get this information in real time. Use the =WISEPRICE("Ticker", "Price") function to get the current price, and =WISEPRICE("Ticker", "Year High") and =WISEPRICE("Ticker","Year Low") for the 52-week high and low prices, respectively.

For Apple, you can use =WISEPRICE("AAPL", "Price") to get Apple's current stock price, and =WISEPRICE("AAPL", "Year high") and =WISEPRICE("AAPL", "Year low") for Apple's 52-week high and low prices, respectively.

Stock Price

F. Wrap-Up Questions

The final section of the worksheet asks you to tally your Yes and No responses and write your thoughts on the pros and cons of investing in the company.

This section is subjective and depends on your analysis of the data you've gathered. Wisesheets can't help you here, but by providing you with accurate and up-to-date data, it has hopefully made your analysis easier and more informed.

Final Thoughts

Investing in the stock market can often feel like a daunting task, especially with the vast amount of data that needs to be analyzed and understood. However, with the right tools and resources, this process can be significantly simplified.

The Stock Research Worksheet is a comprehensive tool that guides investors through the process of analyzing a company's profile, profitability, financial condition, institutional ownership, and stock price. It provides a structured approach to stock research, ensuring that no crucial detail is overlooked.

However, the process of manually searching for this data can be time-consuming and tedious. This is where Wisesheets comes in. As an add-on for Excel and Google Sheets, Wisesheets provides instant access to financial data right in your spreadsheet, eliminating the need for manual data entry. It's like having a personal assistant that does all the heavy lifting for you, allowing you to focus on the analysis and decision-making process.

By combining the structured approach of the Stock Market Worksheet with the automation and convenience of Wisesheets, investors can streamline their stock research process, making it more efficient and effective. This powerful combination can help investors make more informed decisions, potentially leading to better investment outcomes.

In conclusion, the journey to picking winning dividend-paying stocks on the stock exchange may not be easy, but with the right tools at your disposal, it can certainly be a lot less daunting.


Where can I get free stock research reports?

There are several websites where you can access free stock research reports. These include Yahoo Finance, Google Finance, and MarketWatch. These sites provide a wealth of information, including financial statements, stock price history, and news related to the company. Additionally, brokerage firms often provide their clients with free research reports.

How to learn stock research?

Learning stock research involves understanding financial statements, market trends, and various financial metrics. You can start by taking online courses on platforms like Coursera, Udemy, or Khan Academy.

Reading books on investment and financial analysis, such as "The Intelligent Investor" by Benjamin Graham, can also be helpful. Practice is key – start by analyzing companies that you are interested in or familiar with.

What is the best free stock research site?

The best free stock research site can depend on your specific needs and preferences. However, some popular options include Yahoo Finance, Google Finance, and MarketWatch.

These sites offer a wide range of data, including stock prices, financial statements, and news. For more in-depth analysis, websites like Seeking Alpha provide articles and reports from a community of investors and analysts.

How to get equity research reports for free?

Equity research reports are often provided by brokerage firms to their clients. If you have an account with a brokerage, check their resources. Some independent financial analysts and firms also release their reports for free to the public.

Websites like Seeking Alpha, Zacks, and Morningstar sometimes offer free reports, stock market worksheets, or summaries. However, please note that the most detailed and high-quality equity research reports are typically behind a paywall or require a subscription.

Hello! I'm a finance enthusiast who fell in love with the world of finance at 15, devouring Warren Buffet's books and streaming Berkshire Hathaway meetings like a true fan.

I started my career in the industry at one of Canada's largest REITs, where I honed my skills analyzing and facilitating over a billion dollars in commercial real estate deals.

My passion led me to the stock market, but I quickly found myself spending more time gathering data than analyzing companies.

That's when my team and I created Wisesheets, a tool designed to automate the stock data gathering process, with the ultimate goal of helping anyone quickly find good investment opportunities.

Today, I juggle improving Wisesheets and tending to my stock portfolio, which I like to think of as a garden of assets and dividends. My journey from a finance-loving teenager to a tech entrepreneur has been a thrilling ride, full of surprises and lessons.

I'm excited for what's next and look forward to sharing my passion for finance and investing with others!

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