We update the sheet each quarter with the latest financial information, so you do not need to source new data yourself. The sheet is designed to be used as-is, with minimal manual inputs.
The only estimate required from the user is the expected growth rate for the firm. However, you can adjust any other values as needed based on your own assumptions.
You only need to manually enter values in the yellow-highlighted cells. This includes the your estimate of the expected growth rate and implied equity risk premium (sourced from Aswath Damodaran website). All other calculations and inputs are automated or derived from imported financial data.

Each month, we upload valuation sheets for different companies. If you purchase a specific company's sheet, such as Microsoft, you will receive free quarterly updates for that company only.
Valuation sheets for other companies are not included with your purchase. If you wish to access a newly uploaded company valuation, you will need to purchase that specific sheet separately.

Currently, we do not provide custom modifications tailored to individual users. The valuation sheet is designed to be a standardized, fully functional tool that meets the needs of most users.
However, since the spreadsheet is fully editable, users are free to make their own adjustments to suit their specific requirements.

Double-check discount rate and growth rate assumptions.
Verify that financial figures are correctly inputted (avoid unit mismatches, such as millions vs. billions).

DCF relies on projected cash flows, while multiples-based valuation reflects market sentiment and comparable company performance.
Always cross-check both methods for consistency.

All financial reports are sourced from SEC EDGAR(10-K Reports)
Stock price data is sourced from the respective exchange such as Nasdaq.com
10-Year U.S. Treasury Yield is sourced from FRED Economic Data
Implied Equity Risk premium is sourced from Aswath Damodaran’s valuation website

We provide quarterly updates for all purchased spreadsheets, ensuring your data is current as companies release new financial reports.
Additionally, a new company is valued each month, giving users access to fresh insights and learning opportunities.

Yes! The spreadsheet is fully editable, allowing you to modify assumptions, formulas, and valuation models to fit your needs.

A basic understanding of valuation concepts and Excel is recommended to effectively use the sheet.
However, if you have any questions, we are happy to assist! Simply send your inquiry using our Contact Us form.
No prior experience is required. The spreadsheet is designed with beginners in mind, with easy to understand and transparent formulas.

Absolutely! If you have any questions while using the valuation sheet, feel free to reach out. We are happy to assist to the best of our knowledge.
Please note that we are not industry experts, but we will do our best to provide helpful guidance.
You can submit your questions through our Contact Us form, and we’ll get back to you as soon as possible.

No, ValuXcel and all its products are intended solely as learning tools. They are not designed to provide financial advice or guide investment decisions.
The valuation sheets help users understand key valuation concepts and methodologies but should not be used as a basis for actual investments.
Always conduct your own research or consult a professional financial advisor before making any investment decisions.