As I mentioned earlier in the Best US Dividend Stock List, I want to start doing more stock analysis. Therefore, I am in the process of building my dividend stock analysis template. I want to be able to provide clear, objective, complete information on the stocks I will take a look at. In order to be easier to understand, I thought it would be nice to have one stock analysis template that I could use to cover the most important information for all my dividend stock picks. So the purpose of today’s post is to show you my template and get your comments so I can build a stronger template that you will appreciate.
Dividend Stock Analysis Template:
So here’s how I think I will present my dividend stock analysis:
The Company Stock Description:
I think it is important to present a decent portrait of the company before starting to investigate a little further. I intend to talk about the company itself, the sector and their most popular products.
I will use stock graph to illustrate the stock trend.
The Company Ratios and Financial Info:
Numbers are king, we all know that. Here are some of the metrics I want to use for each analysis:
– Current Dividend Yield
– 5 year Dividend Growth
– 1 year Dividend Growth
Company Metrics :
– Sales Growth:
– Earning Growth
– P/E Ratio:
– Margin Growth:
– Payout Ratio:
– Return on Equity:
– Debt to Capital Ratio:
– Trading Volume:
– Trend (technical analysis):
Upcoming opportunities and dangers:
I will search the web to find recent news about the stock. I want to learn about its opportunities (company projects, R&D, potential merger/acquisition) and dangers (competitors, economy, legal aspects, etc.). This should provide an understanding of where the company is heading for the future.
I’ll end-up my analysis with a wrap-up of the strengths and challenges for the stock. By using the same template for each stock, they will easily be comparable to each other.
Dividend Stock Analysis Template – Your Take; What do YOU think?
So, I would like to get your feedback on my template before I start running my stock analyses. I think I would be able to improve it the same way you helped me improve my US dividend top list a few months ago. Looking forward to get your comments!