This article was first appeared on my blog.
I have performed some minor updates on the Financial Statement Analysis Template (v1.50) and update it to v1.51.
[1] To add Insider Pay as Finance Input
The Staff Costs and Directors' Renumeration can be retrieved from the financial note in the annual report. E.g. Referring to PTARAS Annual Report FY 2013, the Staff Costs and Directors' Renumeration can be obtained from Note (9) and Note (10) on page 54 and page 55 respectively.
[2] To calculate Insider Pay Ratio on Ratio Sheet
The ratio help you to compare the Staff Costs and Directors' Renumeration vs Total Cost, Total Asset, Revenue, Operating Profit and Net Profit.
[3] Update "V-Asset" sheet - insider pay checklist
It will auto picked the Staff Costs and Directors' Renumeration from Finace Input Sheet
[4] Update "V-DDM" sheet - formula for Scenario (2) : Constant Growth Dividend
You can click here to access the said template on the One Drive.
Happy hunting!
You may interest to view the previous release on the template:-
- Asset Valuation (NCAV, NNWC, RNAV, EV) on Financial Statement Analysis Template (v1.50)
- Dividend Discount Model (DDM) on Financial Statement Analysis Template (v1.40)
- Absolute PE Valuation Model on Financial Statement Analysis Template (v1.30)
- Magic Formula on Financial Statement Analysis Excel Template (v1.20)
- DCF Analysis Excel Template (v1.11) - to include Non Operating Assets
- Discounted Cash Flow (DCF) Analysis Excel Template (v1.10)
- Analysis Template v1.02 and Answer to the Questions
- Financial Statement Analysis Template
Intelligent Investor
There are some update on the V-DDM Sheet, please refer to v1.52
http://intelligentinvestor8.blogspot.com/2014/07/update-v-ddm-on-financial-statement.html
2014-07-07 14:52