Free stock analysis Excel template (NSE)

A ready-made stock analysis Excel template for NSE stocks: type in the numbers, and it works out ROE, P/E, debt-to-equity and the rest for you — with technical and pre-investment checklists built in.

Most people search for a “stock analysis Excel template” because they want to stop doing the same maths by hand for every company. Fair enough. So here is a clean, free one — built for NSE stocks, with the ratios already wired in.

No email, no sign-up. It opens in Excel, Google Sheets or LibreOffice.

What’s inside the template

The workbook has three tabs, each one a tool you’d otherwise build yourself:

• Fundamental Scorecard. Type a company’s numbers into the shaded cells — revenue, net profit, equity, debt, share price, EPS and a handful more — and it works out the ratios for you.
• Technical Checklist. Eight Yes/No checks on the chart (trend versus the 50- and 200-day averages, RSI, MACD, support, resistance, volume), with a running tally.
• Pre-Investment Checklist. The 12 questions worth answering before you commit a rupee, from “do I understand the business?” to “what could go wrong?”.

The ratios it calculates for you

The fundamental tab auto-calculates the numbers that actually matter, each with a healthy-range hint built in:

• ROE (return on equity) — the quality signal; mid-teens or higher is usually strong.
• Net profit margin — how much of each rupee of sales survives as profit.
• P/E and P/B — valuation, to read against the company’s history and its sector.
• Debt-to-equity and interest coverage — how much it borrows and how comfortably it covers the interest.
• Current ratio — whether it can pay its near-term bills.
• Revenue and profit growth — the multi-year trend that drives long-term value.

How to use it

1. Open the Fundamental Scorecard tab and fill the shaded input cells from the company’s latest results and annual report. For NSE-listed companies, those filings are public on the NSE and BSE sites.
2. Read the ratios that appear, and check each against the healthy-range note beside it.
3. Switch to the Technical Checklist and tick what the chart is doing.
4. Run the stock through the 12-point checklist. The more “Yes” answers, the more boxes it ticks — but no single number decides it.

If you’d rather not gather statements and key in figures for every company, the same checks are also a printable PDF cheat-sheet, and they’re exactly what the financial ratios guide walks through in plain language.

Or skip the spreadsheet entirely

A template still leaves you doing the data-entry. The point of building this was to make the method clear — but for day-to-day research, an app is faster. StockGenie pulls these numbers for any NSE-listed company automatically, calculates every ratio in the template, benchmarks them against the sector, and writes the result up in plain English or Hindi — with a 0–100 score and the strengths and risks listed. The spreadsheet teaches you what to look at; the app does the looking for you.

Whichever you use, the goal is the same: judge a company by its business and its price, not by a tip — and keep the decision your own.

StockGenie provides analysis and education only — not investment advice. Always consult a SEBI-registered adviser before investing.