Peter Lynch Stock evaluation and analysis in Excel

Unlock the Potential of Your Investments: Peter Lynch Stock Evaluation and Analysis in Excel - Take Control of Your Portfolio Today!

Boost your stock evaluation and analysis with the 'Peter Lynch Stock evaluation and analysis in Excel' template. This user-friendly tool is designed to help you make informed investment decisions, with customizable features and comprehensive data analysis capabilities. Streamline your stock research process and stay ahead of the game with this SEO-friendly template. Download now and take your portfolio to the next level. (158 characters)

by fabio-m joined 2 years ago
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Peter Lynch asset classification and evaluation template

Classify and evaluate a stock through the Peter Lunch s approach can be done easily by using this simple template.
Just fill in all the information needed, then classify the stock according to the 6 Peter Lynch types:
  • Slow Growers
Large and mainly old companies expected to grow only slightly faster than the economy . These generally make up for their growth by paying large regular dividends.
  • Stalwarts
Usually large companies still able to grow.  Annual earnings growth rates of around 10% , 12%. If purchased at a good price, Lynch says he expects good but not enormous returns–certainly no more than 50% in two years.
  • Fast-Growers
Small, aggressive new firms with annual earnings growth of 20% to 25% a year. These do not have to be in fast-growing industries. Fast-growers are among Lynch’s favourites, and he says that an investor’s biggest gains will come from this type of stock.
  • Cyclicals
Companies in which sales and profits tend to rise and fall in somewhat predictable patterns based on the economic cycle; examples include companies in the auto industry, airlines, and steel.
  • Turnarounds
Turnarounds are companies that were on the verge of bankruptcy but have been revived. This could be because the government bailed them out or another company made a strategic investment in them. Lynch calls these “no-growers”.
  • Asset Play
Finding these hidden assets requires a real working knowledge of the company that owns the assets, and Lynch points out that within this category, the “local” edge–your own knowledge and experience–can be used to greatest advantage. Companies that have assets that Wall Street analysts and others have overlooked. Lynch points to several general areas where asset plays can often be found--metals and oil, newspapers and TV stations, and patented drugs. However, finding these hidden assets requires a real working knowledge of the company that owns the assets.  

Some further reading material

I collected for you some useful material if you want to read more about this topic:

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December 01, 2023
4.5 4.5 4.5 4.5 4.5 (5)

This Template is a handy and intuitive. It simplifies stock evaluation, aligning perfectly with Lynch's principles. Great for both new investors like me

templatetype

February 20, 2024
4.5 4.5 4.5 4.5 4.5 (4)

I highly recommend this template for anyone looking to streamline their stock evaluation and analysis process in Excel. It's user-friendly and efficient.

Robert Thomas

February 20, 2024
4.5 4.5 4.5 4.5 4.5 (4)

I highly recommend this Excel file for anyone looking to streamline their stock evaluation and analysis process. It is user-friendly and efficient.

Amelia Moore

February 20, 2024
4.5 4.5 4.5 4.5 4.5 (5)

I highly recommend this Excel file for stock evaluation and analysis. It is user-friendly and provides accurate data for decision making.

David Taylor

February 20, 2024
4.5 4.5 4.5 4.5 4.5 (4)

Peter Lynch's stock evaluation and analysis in Excel is a game changer for my investments. It's efficient, user-friendly, and yields accurate results

Charlotte Thomas

February 20, 2024
4.5 4.5 4.5 4.5 4.5 (4)

I highly recommend this Excel template for stock analysis. It is user-friendly and provides comprehensive evaluations for making informed investment decisions.

Sophia Davis

February 20, 2024
4.5 4.5 4.5 4.5 4.5 (5)

This Excel file is a game changer for stock evaluation and analysis. Peter Lynch's expertise truly shines through in this user-friendly and comprehensive template.

Amelia Moore

February 20, 2024
4.5 4.5 4.5 4.5 4.5 (5)

I highly recommend this Excel template for stock evaluation and analysis. It's user-friendly and has greatly improved my investment decisions.

Scarlett Rodriguez

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