This looks great! Are there ways to pull all data and sort how I want? Such that the ones at the top of my selection will be ones I’m interested in pursuing?
I have another tool specifically for Dividend Aristocrats with a built in macro that runs the valuation analysis for all dividend aristocrats and populates the results in a table. I think this is what you may be asking about. You can see the tool in this video: Undervalued Dividend Aristocrats To Buy In 2025!
I’m not sure I understand exactly what you’re asking.
You can value one stock at a time in the tool. If you wanted to save the valuation analysis you’d have to do it one stock at a time.
You did give me an idea for a future enhancement. I can create a “save” button that would transfer the valuation analysis for a stock to a separate page. Then you could save the data for the stocks you like as you review them in a table. This will require a macro but it’s certainly doable.
The dividend kings is a list of stocks meeting a certain criteria. I can list all those in your tool and show all the data. Let’s say, I want to evaluate all the kings or aristocrats or other list to find which stocks are the top quality score and sort the list from highest to lowest. Is that possible? Let’s say, I pulled the top 15 from that list and want to see how that list fairs over time. That would require saving as you suggest. I think. If I’m not sure what I’m interested in, I’m seeing if your tool can help create that list.
This tool is strictly for valuations. It won’t show the quality score. I do intend to share a tool to run a quality score analysis in the future but that will definitely require tickerdata as you need to pull a lot of data to run the quality score analysis.
It sounds like you’re looking for more of a screening tool whereas the stock valuation tool would be more useful once you already have a shortlist of stocks that you would want to value over time.
This looks great! Are there ways to pull all data and sort how I want? Such that the ones at the top of my selection will be ones I’m interested in pursuing?
I have another tool specifically for Dividend Aristocrats with a built in macro that runs the valuation analysis for all dividend aristocrats and populates the results in a table. I think this is what you may be asking about. You can see the tool in this video: Undervalued Dividend Aristocrats To Buy In 2025!
https://youtu.be/zcQEBChXazo
Currently you cannot do this in the Stock Valuation Tool but it wouldn’t be too difficult to add.
I’m not sure I understand exactly what you’re asking.
You can value one stock at a time in the tool. If you wanted to save the valuation analysis you’d have to do it one stock at a time.
You did give me an idea for a future enhancement. I can create a “save” button that would transfer the valuation analysis for a stock to a separate page. Then you could save the data for the stocks you like as you review them in a table. This will require a macro but it’s certainly doable.
The dividend kings is a list of stocks meeting a certain criteria. I can list all those in your tool and show all the data. Let’s say, I want to evaluate all the kings or aristocrats or other list to find which stocks are the top quality score and sort the list from highest to lowest. Is that possible? Let’s say, I pulled the top 15 from that list and want to see how that list fairs over time. That would require saving as you suggest. I think. If I’m not sure what I’m interested in, I’m seeing if your tool can help create that list.
This tool is strictly for valuations. It won’t show the quality score. I do intend to share a tool to run a quality score analysis in the future but that will definitely require tickerdata as you need to pull a lot of data to run the quality score analysis.
It sounds like you’re looking for more of a screening tool whereas the stock valuation tool would be more useful once you already have a shortlist of stocks that you would want to value over time.