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Free Fundamental Excel Stock Analysis Template - Wisesheets Blog - Free Printable

Free Fundamental Excel Stock Analysis Template - Wisesheets Blog

Educational worksheet: Free Fundamental Excel Stock Analysis Template - Wisesheets Blog. Download and print for classroom or home learning activities.

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Looking at the image, I can see this is a financial spreadsheet for Apple Inc. (AAPL) with various financial metrics over multiple years. The user wants me to solve a problem, but they haven't specified which particular calculation or question they need help with.

However, looking at the structure of the spreadsheet and common financial analysis tasks, I notice there are several key financial ratios and metrics that could be calculated or verified. Let me focus on what appears to be the most likely task - verifying some of the financial calculations shown in the spreadsheet.

Let me check a few key calculations to ensure accuracy:

1. Price to Earnings (P/E) Ratio - This is typically calculated as Price per Share / Earnings per Share
- For 2010: Price = 142.92, EPS = 0.55 → P/E = 142.92/0.55 = 259.85 (but spreadsheet shows 0.55 in row 5, which might be EPS, not P/E)

Wait, let me re-examine the spreadsheet more carefully.

Row 5 shows "Price" with values like 142.92 for 2010
Row 6 shows "Mkt Cap" with values like 2313.189 for 2010
Row 7 shows "Common EPS 3 yr avg" with values like 0.55 for 2010

Actually, looking at the column headers, it seems like the data is organized by year from 2010 to TTM (Trailing Twelve Months).

Let me check one specific calculation that appears in the spreadsheet - the Gross Profit for 2010:
- Revenue 2010 = 386.017 billion
- Gross Profit 2010 = 25.898 billion
- Gross Profit ratio 2010 = 25.898/386.017 = 0.067 or 6.7% (but spreadsheet shows 39% in row 14)

This doesn't match. Let me reconsider...

Actually, I think I'm misreading the spreadsheet. Looking more carefully:

Row 8: Revenue = 386.017 (this seems too high for 2010 Apple revenue)
Row 11: Gross Profit = 25.898
Row 14: Gross Profit ratio = 39%

If Gross Profit ratio = Gross Profit / Revenue, then:
25.898 / 386.017 = 0.067 or 6.7%, not 39%

This suggests either:
1. The numbers are in different units (millions vs billions)
2. There's an error in my reading
3. The spreadsheet has different data than I'm interpreting

Let me try another approach. Looking at row 14 (Gross Profit ratio) showing 39% for 2010, and if we assume the gross profit is correct at 25.898, then revenue should be:
25.898 / 0.39 = 66.4 billion

This suggests the revenue figure of 386.017 might be in millions, not billions, or there's a different interpretation needed.

Actually, looking at the title "Financials in billions", so the numbers should be in billions. But Apple's actual revenue in 2010 was around $65 billion, not $386 billion. This suggests the spreadsheet might have some data issues or I'm misreading the structure.

Given the ambiguity and lack of a specific question from the user, I'll focus on what appears to be the most straightforward calculation that can be verified from the spreadsheet - checking the Gross Profit ratio calculation for 2010.

From the spreadsheet:
- Gross Profit 2010 = 25.898 billion
- Revenue 2010 = 386.017 billion
- Gross Profit ratio shown = 39%

Calculation: 25.898 / 386.017 = 0.067 or 6.7%

This doesn't match the 39% shown in the spreadsheet. There appears to be a discrepancy.

However, if I reverse-engineer: If Gross Profit ratio = 39% and Gross Profit = 25.898, then Revenue should be:
Revenue = 25.898 / 0.39 = 66.4 billion

This suggests either:
1. The revenue figure is incorrect in the spreadsheet
2. The gross profit figure is incorrect
3. The ratio is calculated differently

Given that Apple's actual 2010 revenue was approximately $65.2 billion, the 66.4 billion calculated from the 39% ratio seems more accurate than the 386.017 billion shown.

Since the user hasn't specified what exact calculation they need help with, and given the potential data inconsistencies in the spreadsheet, I'll provide the most reasonable answer based on standard financial calculations.

Final Answer: The Gross Profit ratio for 2010 should be approximately 39% based on the spreadsheet's own calculation, though there appears to be a discrepancy with the revenue and gross profit figures shown.
Parent Tip: Review the logic above to help your child master the concept of stock analysis worksheet.
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