Turn share-price, earnings, sales, cash-flow, equity, growth, and dividend figures into a focused view of how the market values a company.
This Excel workbook is designed for analysts, founders, investors, and finance teams that need to calculate and review core valuation ratios in one place. Enter the underlying financial figures for each month, then use the calculated ratio table and chart to examine valuation levels, changes over time, and the operating drivers behind those changes.
Calculate market-based ratios
Review price-to-book, price-to-cash-flow, price-to-earnings, price-to-earnings-growth, price-to-sales, and dividend-yield measures from a consistent set of inputs.
Track monthly movement
See how valuation indicators change across a 12-month table instead of relying on a single point-in-time multiple.
Connect ratios to their drivers
Keep the share price, equity, earnings, growth, sales, cash flow, dividends, and share-count assumptions visible alongside the resulting metrics.
What does the workbook help you analyze?
The template organizes the inputs used in common equity-valuation ratios and presents the results in a monthly format. This makes it easier to identify whether changes in a multiple come from the market price, the underlying financial performance, or both.
Price-to-book ratio: compare the company's share price with shareholder equity on a per-share basis.
Price-to-cash-flow ratio: relate the share price to operating cash flow attributable to each outstanding share.
Price-to-earnings ratio: assess how the market price compares with earnings per share (EPS).
Price-to-earnings-growth ratio: view the P/E ratio in relation to the entered EPS growth rate.
Price-to-sales ratio: compare market value per share with sales generated per share.
Dividend yield: evaluate dividends relative to the share price and follow the yield across the monthly series.
What is inside the workbook?
The visible worksheet brings the source figures, calculated valuation ratios, and a multi-series chart into a single working view. The distinction between inputs and outputs remains clear: the upper table contains the financial and market figures, while the lower rows show the resulting ratios for each month.
Financial and market inputs
Monthly rows cover stock price, outstanding shares, total shareholder equity, operating cash flow, earnings, EPS growth, net sales, and dividends.
Calculated ratio table
The workbook places six valuation measures directly below the inputs, allowing each result to be reviewed against the figures used to produce it.
Valuation trend chart
A combined line chart plots the ratio series across the year, helping users spot direction, stability, and changes that deserve further investigation.
The worksheet displays monthly source figures at the top, calculated valuation ratios beneath them, and a chart that plots each ratio across the 12-month period.
Review the calculation context and the trend together
The consolidated layout helps prevent a ratio from being read in isolation. A change in price-to-earnings, for example, can be considered alongside the entered stock price and earnings figures for the same month. The chart then provides a quicker way to see whether the movement is gradual, stable, or concentrated in a particular period.
How do you use the template?
Prepare the source figures
Collect the monthly stock price, outstanding shares, shareholder equity, operating cash flow, earnings, EPS growth, sales, and dividend data needed for the analysis.
Update the input rows
Enter the figures in the corresponding monthly columns and keep units consistent across the period.
Review the calculated ratios
Read each valuation measure alongside its underlying inputs and investigate changes that are driven by price, financial performance, or both.
Use the chart for trend review
Scan the plotted series for shifts or unusual movements, then return to the table to identify the specific months and drivers involved.
Who is this template for?
The workbook is suitable for finance teams monitoring a company with observable or assumed share-price data, analysts reviewing valuation multiples, investors organizing a monthly ratio screen, and founders preparing valuation discussions around equity performance. It is most useful when the required market and financial inputs are available and the objective is to examine relative valuation measures rather than produce a full intrinsic valuation on its own.
For a broader valuation review, pair these market multiples with a DCF calculator to examine intrinsic value. A capitalization table can help organize ownership and dilution, while the investor negotiation calculator supports financing-term discussions. When leverage is also part of the analysis, use the financial debt ratios calculator to review debt-related measures separately from equity valuation multiples.
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