Automated DCF Model for Stock Analysis

Jeremy Rasband

Jordan Larsen

Automated DCF Model for Stock Analysis

Executive Summary

            One of the most tedious tasks when analyzing a company for investment is finding the historical data and inputting the data into a spreadsheet.  It takes a reasonable time commitment, it’s easy to lose track of where you’re at when flipping back and forth between multiple webpages and Excel, and there is always the risk of mistyping the information.  It’s also frustrating when trying to compare your investment to other companies in the industry.  None of the major platforms for retail investors, such as Yahoo Finance or Zacks, have a user interface where you can choose what companies you want to compare your investment too. 

            The tool we created will input five years of historical data into a standardized DCF (Discounted Cash Flow) model, gives you a simple user form that applies your assumptions to the model, and allows you to choose which companies you want to compare against. 

Write up: http://files.gove.net/shares/files/14w/jpl0530/MBA_614_Final_Project.pdf
Spreadsheet: http://files.gove.net/shares/files/14w/jpl0530/DCF_Model_Builder.xlsm