Excel-Driven Financial Analysis & Company Valuation
$30-250 USD
Closed
Posted 4 months ago
$30-250 USD
Paid on delivery
This project focuses on applying various financial models and Excel skills to analyze and evaluate publicly traded companies. Below is a summary of the key tasks and Excel skills required:
Problem 1: Company Valuation
Selection of Companies: Choose two publicly traded companies from different sectors/industries.
Data Collection: Gather accounting, stock price, bond, and relevant data for each company. (Use stock history function on excel for stock prices)
Financial Models:
Beta Calculation: Use regression or other techniques to compute Beta.
Cost of Equity: Apply CAPM to estimate the cost of equity.
Cost of Debt: Use bond information to calculate the cost of debt.
WACC: Use weighted averages to compute the company’s WACC.
Valuation Models:
FCFF: Calculate Free Cash Flow to Firm (FCFF) for each company, value the companies, and conduct a sensitivity analysis.
FCFE: Compute Free Cash Flow to Equity (FCFE), value the companies, and perform sensitivity analysis.
Relative Valuation: Compare the companies to others in their sectors using financial multiples (e.g., P/E, EV/EBITDA) to estimate values.
Reconciliation: Reconcile values from FCFF, FCFE, and relative models to determine a target stock price.
Recommendation: Provide buy, sell, or hold recommendations based on your analysis.
Required Excel Skills:
Data Analysis: Use functions like VLOOKUP, HLOOKUP, and data validation.
Financial Functions: Use the NPV, IRR, and other financial functions to calculate cost of capital and valuation metrics.
Sensitivity Analysis: Implement Excel’s Data Table and Scenario Analysis tools.
Solver: Use Solver for optimization tasks like finding the minimum risk portfolio.
Problem 2: Portfolio Construction
Data Collection: Collect monthly price data for 30 securities in one chosen sector from July 2018 to present.
Return Analysis: Calculate expected return, standard deviation, variance, and beta for each stock.
Correlation Matrix: Use Excel’s Data Analysis Toolpak to generate a correlation matrix of stock returns.
Portfolio Optimization:
Calculate the expected return and standard deviation for an equally weighted portfolio.
Use Solver to find the minimum variance portfolio, subject to constraints (sum of weights = 1, no short-selling).
Optimize for the maximum return at a given standard deviation.
Efficient Frontier: Graph the efficient frontier to show risk-return tradeoffs.
Required Excel Skills:
Data Analysis Toolpak: For statistical analysis, including variance and correlation.
Solver: For optimization problems.
Graphing: Create charts to display the efficient frontier.
Problem 3: Option Pricing and Greeks
Implied Volatility: Use macros and the Goal Seek function to calculate implied volatility for call and put options.
Black-Scholes Model: Recalculate option prices using the Black-Scholes model.
Option Valuation: Identify undervalued or overvalued options.
Merton’s Model: Use Merton’s Dividend-adjusted pricing model and calculate Greeks (Delta, Gamma, Vega, Theta, and Rho).
Required Excel Skills:
Goal Seek: For finding implied volatility.
Macros: To automate calculations for options pricing.
Statistical Analysis: Use Excel functions to calculate Greeks.
Problem 4a: Custom Functions
User-defined Functions: Write custom Excel functions to calculate variance, weighted averages, and WACC.
Duration and Beta: Create a macro to compute Macaulay duration and unlevered beta.
Required Excel Skills:
VBA (Visual Basic for Applications): To write custom functions and macros.
Financial Calculations: Implement complex formulas in custom functions.
Problem 4b: Financial Statement Analysis (10 points)
Ratio Calculation: Compute liquidity, asset management, debt management, profitability, and valuation ratios for two companies over four years.
Comparison to Industry Averages: Compare these ratios to industry benchmarks.
Performance Analysis: Evaluate financial strengths and weaknesses based on the ratios.
Required Excel Skills:
Data Entry and Calculation: Use formulas to compute financial ratios.
Charts: Create charts to visualize ratio comparisons and performance trends.
Problem 5: Fama-French 3 Factor Model
Alpha and Beta: Use the Fama-French 3 Factor Model to compute the alphas and betas for 30 securities.
Required Excel Skills:
Regression Analysis: Implement regression analysis to estimate beta and alpha for securities.
Problem 6: Excel Training (15 points)
Training Session: Prepare a step-by-step lecture on a financial modeling topic such as time value of money, stock valuation, or option pricing.
Required Excel Skills:
Presentation and Training: Create clear, instructional content with examples for teaching others Excel modeling techniques.
General Excel Skills Needed:
Advanced Formulas: Using functions like INDEX, MATCH, IF, and financial functions.
Data Analysis Tools: For regression, correlation, and other statistical tests.
Solver: For optimization problems like portfolio selection.
Pivot Tables: To summarize and analyze large datasets.
Macros: For automating repetitive tasks and calculations.
Graphs and Charts: For visualizing financial data and analysis results.
This project requires a solid understanding of Excel and financial modeling, particularly in valuation, portfolio optimization, and option pricing. You'll need to be proficient in advanced Excel functions, data analysis tools, and VBA for custom functions and macros.
With over 7 years of experience as a Full Stack Developer, my name's Sandeep and I'm ready to take on your comprehensive Excel-driven financial analysis and company valuation project. The vast range of skills I possess directly align with the high-level requirements of this task. My extensive expertise in Excel, particularly with its advanced functions like VLOOKUP and HLOOKUP, data validation and financial functions such as NPV, IRR, has been honed through various previous projects -- successfully carrying out tasks just like these.
Apart from Excel-proficiency, I offer an array of other valuable skills to ensure a comprehensive and peak-performing solution for you. For instance, my knowledge of Python will enable me to automate calculations using macros, which is going to be an immense timesaver in the option pricing section of your project. To paint a clearer picture of my capabilities - I've worked on similar projects for reputed companies like MetLife GOSC and DXC Technology - gaining expertise in applying financial models like CAPM and implementing optimization algorithms using Solver.
Beyond my technical qualifications, it's also important for me to share how I approach each project; with absolute dedication towards employer satisfaction.
As an experienced Excel and Google Sheets expert, I possess the necessary skills and technical prowess to handle your complex financial analysis project. With over 15 years in the industry, I have mastered advanced Excel functions like VLOOKUP, HLOOKUP, and financial functions such as NPV, IRR. Moreover, I am well-versed in statistical analysis using Data Analysis Toolpak and optimization problems with Solver – crucial aspects for deciphering stock data and portfolio construction.
Most importantly, my work is highly customizable – I can build macro-enabled sheets to calculate implied volatility for option pricing and custom Excel functions to compute variance, weighted averages, and WACC. Need Excel maximizing your return at a given standard deviation? I've got Solver to optimize that for you. Or are you hoping to graph efficient frontiers? I'm more than comfortable creating dynamic charts that display risk-return tradeoffs.
In addition to the aforementioned technical skills, my previous experience includes financial planning & analysis , financial modeling for business valuation, budgeting and financial forecasting which will be valuable when analyzing key financial metrics for the companies selected. Lastly, my commitment to client satisfaction is unwavering—I'm ready to offer free consultations, demos and support even after the project ends. Allow me to exceed your expectations in quality and results by choosing me for this project.
Hi there!
As I have read, I see you need help analyzing and evaluating publicly traded companies using various financial models and Excel skills, and I could help you!
I'm a professional Database Administrator and Analytics Engineer with more than 10 years of experience and more than 300 projects done here on this platform. I offer unlimited revisions and I don't require any payment in front.
I always meet delivery deadlines working until I get the desired results. I know all the most used softwares to do this project specifically, I could even give you some other options in case you think is better to use other tools.
Send me a message so I can show you my previous work and we can discuss more.
Best Regards,
Giovanni.
Hi. I am ranked among Top Business experts with 1000+ project awards and 600+ good reviews on freelancer. I have read your requirements mentioned in the project details. I would like you to see my sample work and check the quality that I can provide. I am an affiliate chartered accountant (CPA) with 10+ years of experience. i have prepared financial models, pitch decks, business plans for clients based in US, UAE, KSA, Pakistan, UK etc. by carrying out the market research in their specific areas. I have prepared business plans & feasibilities for restaurants, e-commerce, manufacturing, trading, services, IT sector etc.
My financial model will contain breakeven analysis, rate of return, payback period, ratio analysis etc.
In my deliverables, i will provide you excel sheet containing financial model with separate sheet of assumptions completely linked with financials and act as base information with easy to change setup.
Please contact and discuss the details. i can deliver you within 2 - 3 days time.
As a seasoned-professional with over 15 years of experience in Administration, Financial Analysis and Excel, I bring a unique blend of skills suited for your "Excel-Driven Financial Analysis & Company Valuation" project. With extensive knowledge in data analysis, utilizing functions like VLOOKUP, HLOOKUP and data validation, and proficiency in financial functions such as NPV and IRR, I can efficiently collect, analyze and interpret the financial data required to drive insightful analysis.
Beyond just expertise in these Excel functions, I've cultivated an ability to think critically about financial strategies to produce effective solutions. I am well-trained in utilizing Solver for optimization tasks, which will be keys to constructing complex valuations models and portfolio optimizations as required by your project. Additionally, having generated numerous efficient frontiers in the past, I can adeptly graphically present risk-return tradeoffs.
Lastly, while my background leans towards solving highly technical problems as mentioned in Problems 3 and 4a , don't let that deter you from picking me; rather it presents an opportunity for me to demonstrate my adaptability to new challenges. My multi-faceted skill set contributes well to organizing messy data sets such as required for Problem 1 where I would use various excel skills to choose two publicly traded companies from different sectors/industries and conducting a comparative analysis on their company valuation models.
Hi, I have gone through the Job details and am interested in taking it up. I need you to share more details with me, and I will deliver the required tasks fast and accurately. We will negotiate my fees depending on how many hours it will take to fulfill the work.
I’m Ahmed Hassanein. I’ve been working with MS Office since the 90’s as a user, developer, and trainer. I've been using formulas, VBA, and macros in Excel since 2004. I completed Excel VBA and Google Sheets Apps Script jobs for happy customers (check my job reviews).
I have over 25 years of experience supporting systems and users in the information technology field such as office applications, domain servers, application servers, network security, information systems audit, etc.
I would be happy if we connect to talk more about your Job and discuss how I can help you accomplish it.
Thank you and kind regards,
Ahmed Hassanein
As a seasoned finance professional with deep expertise in financial modelling, strategy and a proven affinity for Excel unrivalled by very few, I am Adnan, equipped to make your financial analysis project a resounding success. I come armed with the skills to collect comprehensive company data using VLOOKUP, HLOOKUP and data validation techniques, ensuring figures that are well-integrated and meaningful. My mastery of statistical functions within Excel has seen me successfully analyze risks using regression techniques like calculating Beta and Standard Deviation- indispensable in creating an efficient portfolio as expected returns and correlations.
Hi there,I am a Data Scientist is a professional responsible for extracting actionable insights and knowledge from large volumes of data Microsoft applications Development. I can write clean, Excel, Word, Access, PowerPoint, Power BI, Outlook and creating VBA macros.
Excel: Advanced Array Formulas, Charts, Pivot Tables, Pivot Charts, Mail Merge, VBA Macros, Excel Macros, Capabilities, Spreadsheets. Email through Outlook and Gmail, Add-in, Customized Macros.
My top priority is to provide a high quality of work, I am willing to fully devote my time and energy to improve the service offered, with timely, accurate and professional results,
building trust and a long term relationship with customer is my main objective.
https://www.freelancer.com/u/GdevDataSceince
Choosing me for this project not only means benefiting from my extensive skills in Excel and data analysis but also entrusting your sales data with someone who values precision and confidentiality. Let's begin working together on this valuable project to deliver lasting results that will positively impact your business.
Thanks
Gdev
Hello,
I am a business & financial Advisor providing services of writing business plans, feasibility studies, financial models & business valuation reports. I am CA finalist from Institute of Chartered Accountants of Pakistan and working in this field since 2010. During my 12 years' professional career, i have had the pleasure of representing my clients to international investors and discuss new business ideas & prospective plans for fund raising. We conduct secondary research with detailed analysis of the market including market share, competitors, pricing etc
Please see my portfolio to check my sample work. We are well versed in preparing financial projections tailored to the business needs & market demographics and based on solid assumptions. i know how to present information to investors and what to include to get his attention.
Please send me message and see my work. I am available to discuss further about your business, financial model and market demographics. Please contact and discuss the details.
Hey,
With a comprehensive understanding of the tools and functions in Excel, I assure you that I will be able to adeptly handle every aspect of your financial analysis and company valuation project with precision and efficiency. Armed with my spreadsheet proficiency, we can collect and analyze the necessary data using functions like VLOOKUP, HLOOKUP, data validation, NPV, IRR and other relevant financial functions required for the cost of capital and valuation metrics. Beyond this, my capability to utilize Excel's data table, scenario analysis and Solver tools spark seamless sensitivity and optimization analysis.
A major highlighting factor will certainly be my ability to simplify complex processes – a crucial skill set when handling diverse projects such as yours. I have an apt command over VBA (Visual Basic for Applications) which would be highly beneficial when handling tasks like custom Excel functions or macros and even manage large datasets effectively.
My approach towards project management is holistic; starting from jurisdiction collection to data analysis- you can rest assured- all your project stages will be viably managed. With my expertise amply demonstrated by assisting organizations with scale operations and maximising profitability for growth, your project is in good hands. So let’s get started on revolutionizing your financial analysis, portfolio construction or option pricing by utilizing the full potential of Excel Power!
Warm Regards,
Arwa
Hi there, I specialize in providing Excel-driven financial analysis and company valuation services. Using advanced Excel techniques, I will help you assess key financial metrics, project cash flows, and evaluate profitability and risk. The analysis will be tailored to the specific needs of your business, offering insights into performance, growth potential, and market valuation. I'll ensure that all formulas are accurately implemented, data is correctly organized, and the valuation model is clear and comprehensive. Whether it's for mergers, acquisitions, investment analysis, or internal strategy development, I can provide a detailed, data-driven financial model to guide your decision-making. Let's collaborate to produce actionable financial insights.
As an experienced Machine Learning Engineer, I have a firm grasp of data analysis and an extensive command over Excel. Having led projects with State Institutions, my expertise in finance and statistical analysis is proven with the development of AI-driven surveillance systems for Banking Institutions as well as ML-driven e-Tax notification systems for Government Bodies. Utilizing Excel's data analysis function such as VLOOKUP, HLOOKUP and data validation is second nature to me. I have also employed Excel’s NPV, IRR, and statistical functions to maximize efficiency in my work.
My familiarity with optimization tools such as Solver and deep understanding in financial models like CAPM and Black-Scholes makes me perfectly suited for your valuation tasks. My real-world experience puts me in a unique position to apply these skills effectively to meet the specified requirements of your project. Handling large datasets containing accounting, stock prices, bonds, etc., has been part of my daily practice at work.
In addition to excelling in these areas, I'm proficient in writing technical reports and am skilled at presenting complex information with clarity - a skill that will be of high relevance for this project. By choosing me for this endeavor, you won't just be benefitting from my expertise in Excel, you'll gain a partner who's committed to delivering work of the highest quality – on time, every time!
Hi,
I will assist you in applying various financial models and Excel skills to analyze and evaluate publicly traded companies. This includes selecting companies, gathering data, performing financial analyses such as Beta calculation, cost of equity, WACC, and valuation models (FCFF, FCFE, relative valuation). The goal is to provide a comprehensive report, including recommendations based on your analysis, supported by detailed Excel functions and models.
With 6 years of experience in financial modeling and data analysis, I am proficient in using Excel’s advanced functions such as VLOOKUP, HLOOKUP, NPV, IRR, and Solver. I have successfully applied these skills for valuation, portfolio optimization, and option pricing, and I have a strong understanding of financial concepts and market dynamics. I also specialize in VBA programming for creating custom functions and macros to automate complex calculations.
I also provide services in financial reporting, sensitivity analysis, and scenario modeling, ensuring that your financial analysis is thorough and actionable.
Do comment or leave your queries in a chat for sample work.
Aqsa I.
Hello there,
With extensive experience in statistical and predictive analytics, My proficiency in SPSS combined with my programming skills in Python will not only ensure an effective data analysis but also allow for flexibility and automation, optimizing efficiency throughout the process.
Throughout my career, I have consistently proven my problem-solving mindset transforming complex datasets into clear and actionable insights that clients can use to drive their business forward. Data cleaning and transformation is an often-overlooked area of importance; however, it's where precise analysis begins. My vast experience in this area ensures thorough sorting of your data for accurate analysis - leaving no stone unturned.
Lastly, I recognize that clear communication is vital to successful project completion. I assure you of my commitment in communicating regularly and effectively throughout this project, leaving no room for ambiguities. Trusting me with this project will not just avail you of a qualified individual but also someone who is dedicated in leveraging their knowledge and experience for unparalleled client satisfaction.
As an Excel and VBA expert, I excel in leveraging the power of this tool for financial modeling and analysis, exactly what your project demands.
Having performed intricate calculations involving stock prices, bond data, Beta, cost of equity, cost of debt, WACC, FCFF, FCFE, relative valuation and more using Excel’s most sophisticated functions like those mentioned in your project requirements, these are just some of the ways I can enhance your company analysis and valuation.
Moreover, I have a strong understanding the correlation analysis and Solver with the ability to optimize portfolios and perform sensitivity analysis. With a proven track record in constructing similar portfolios including diversified industries, I assure you a meticulously constructed portfolio that would align with your investment goals.
I not only have sound knowledge but am also well-practiced in these realms. I can determine implied volatility for both call and put options by coding macros and using Goal Seek. Furthermore, employing Merton’s Model for dividend-adjusted pricing to obtain Greeks like Delta, Gamma, Vega, Theta and Rho can be executed with unwavering precision by my fingers on Excel.
Custom Excel functions! Yes! My competency goes hand-in-hand with VBA programming skills. Need impactful ratios for two companies over four years? Financial statement analysis is me everyday's thang! Liquidity ratios to valuations ratios.
With extensive experience in financial modeling and advanced Excel applications, I am excited to take on your comprehensive valuation, portfolio optimization, and financial analysis project. My expertise in Excel, VBA, and financial modeling ensures that I can deliver a well-structured, accurate, and insightful analysis tailored to your objectives.
I am confident in delivering precise, well-documented, and actionable insights for your project. Let’s discuss further, I’m ready to get started!
Best regards,
Muhammad
Hi, Hope you are doing well.
With over 8 years of experience in financial modeling, data analysis, and Excel proficiency, I am confident in delivering exceptional results for your project. I have extensive expertise in valuation models, portfolio optimization, and financial analysis, along with a strong command of advanced Excel functions.
My services include:
- Financial Modeling Expertise
- Data Analysis Proficiency
- Advanced Excel Skills
- Portfolio Construction
- VBA Programming
I will ensure that the financial models, analysis, and valuation tasks are completed with precision and accuracy. I am committed to providing you with high-quality, detailed work.
You can review my portfolio here: https://www.freelancer.com/u/adnank30.
Looking forward to collaborating with you.
Best regards,
Adnan.
Hello, I’m an financial engineer with 3+ years of experience in financial modeling, valuation, and portfolio optimization. I’m highly proficient in Excel (Solver, VBA, Data Analysis Toolpak) and have applied models like CAPM, WACC, FCFF/FCFE valuation, and Black-Scholes for options pricing.
I can efficiently handle company valuation, portfolio construction, and risk analysis while automating complex calculations.
Best regards.
Hello there! As a skilled Excel maestro and data fanatic with over a decade of experience dans les arts of data manipulation, your project is both a delight and a challenge that I'm well-suited to handle! I've successfully managed complex financial analysis projects du même style which makes me uniquely positioned to take on your task.
My proficiency spans across the entire deck of Excel skills you require. From VLOOKUPs and HLOOKUPs for efficient data collation, to solvers for optimization tasks, and the use of NPV, IRR, and other financial functions - these are all routines imprinted in my fingers. Additionally, my statistical knack utilizes Data Analysis Toolpak for calculating variance and correlation while taking full advantage of Excel's open embrace for macros.
What sets me apart? Apart from being known for meticulous work, I'm punctual like clockwork, thus ensuring timely delivery. Moreover, I reckon my previous exposure to similar projects means less ramp-up time and yields greater productivity. With me on board, you get assured quality output with 24/7 availability to dovetail entre crochets when needed. So let's unlock the enigma behind data together!
With me by your side, it's not just timely completion but also service par excellence for an affordable budget! The cherry on top? My commitment to 100% customer satisfaction. Let's wed our skills and make some magic with your data! Shoot me a message and let's get started on this exhilarating project!
Hello there,
As an experienced researcher and data scientist, data analyst, my qualitative analysis skills perfectly align with your job requirements. My profound knowledge of Python and R Studio guarantees fast learning and adaptation to new tools. Moreover, my advanced skills in Excel make me highly competent in handling large datasets efficiently—making me proficient in extracting the best insights from your transcripts.
I fully comprehend the importance of working papers and meticulously preparing financial statements, especially within strict timelines. my sharp analytical skills and extensive knowledge of excel ensure that I leave no stone unturned in making sure every detail is covered under evaluation.
My passion for quality, originality and meeting deadlines makes me an excellent choice for this project. I cannot wait to prove my extensive skills to you through providing actionable insights that will help guide your decision making regarding domestic charter flights.
