Scribd Logo
Upload

Welcome to Scribd!

  • The Expected Returns Stock Valuation

    Uploaded by

    bapej1164
    31 views2 pages
    The document presents an Excel stock valuation spreadsheet created by Warren Buffett that contains 8 valuation models. It allows the user to input information about a stock like its ticker, price, P/E ratio, estimated growth rate, and use the models to calculate the intrinsic value and expected return. An example is shown for McDonald's stock where the inputs are filled in, the calculations are displayed, and it is determined that the stock is overvalued with a margin of safety of -82% and expected annual return of -6%.

    Original Description:

    The Expected Returns Stock Valuation ( Warren Buffet

    Copyright

    © © All Rights Reserved

    Available Formats

    XLSX, PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    Report this Document
    The document presents an Excel stock valuation spreadsheet created by Warren Buffett that contains 8 valuation models. It allows the user to input information about a stock like its ticker, price, P/E ratio, estimated growth rate, and use the models to calculate the intrinsic value and expected return. An example is shown for McDonald's stock where the inputs are filled in, the calculations are displayed, and it is determined that the stock is overvalued with a margin of safety of -82% and expected annual return of -6%.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    31 views2 pages

    The Expected Returns Stock Valuation

    Uploaded by

    bapej1164
    The document presents an Excel stock valuation spreadsheet created by Warren Buffett that contains 8 valuation models. It allows the user to input information about a stock like its ticker, price, P/E ratio, estimated growth rate, and use the models to calculate the intrinsic value and expected return. An example is shown for McDonald's stock where the inputs are filled in, the calculations are displayed, and it is determined that the stock is overvalued with a margin of safety of -82% and expected annual return of -6%.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    of 2

    The Warren Buffett Spreadsheet

    Download my full Excel stock valuation spreadsheet that includes 8 valuation models in one spreadsheet
    A spreadsheet that lets you analyze the price and quality of stocks in a fast and simple way

    Expected Returns Model:

    Manual input only in yellow cells


    Green cell : Optional input

    Stock ticker MCD


    Date 4/8/2018
    Current price 161.25
    Current P/E 25.74
    Exit P/E in the 10th year from now 25
    Discount rate 8%
    Required margin of safety 25%
    Shares outstanding (mill) 816

    Year 1 2 3
    Net Income 4313 4551 4946

    Numbers used in the calculations


    Estimated CAGR in net income over next 10 years 1.9 %
    Estimated Net Profit after 10 years 6250
    Current P/E 26
    Exit P/E in the 10th year from now 25
    Esti. Market Cap (10th year from now) 156254
    Discount Rate 8%
    Intrinsic value ( market cap) 72376
    Current Market Cap 131580
    Current price per share 161
    Intrinsic value per share 89

    Margin of safety -82%


    Annual Expected return -6%
    Buyprice 67
    models in one spreadsheet
    simple way

    4 5 6 7 8 9 10 TTM CAGR Change?


    5503 5465 5585 4758 4529 4687 5192 5192 1.9 %

    You might also like