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The Complete Stock Analysis Checklist
Professional 20-point framework to evaluate any stock in 30 minutes or less. Used by institutional investors and serious individual investors.
What You'll Get
- 20-Point Stock Analysis Checklist (PDF) - Comprehensive framework covering financials, valuation, competitive position, and risks
- Excel Analysis Template - Pre-built spreadsheet to calculate key metrics and ratios automatically
- Red Flags Quick Reference Guide - 15 warning signs that signal you should avoid a stock
- Bonus: Industry Benchmark Cheat Sheet - Know what "good" looks like for different sectors
Why This Checklist Works
Most investors make emotional decisions or rely on "tips" from unreliable sources. This checklist forces you to analyze stocks systematically using the same framework as professional analysts:
- Financial Health Check - Revenue growth, profitability, cash flow quality, balance sheet strength
- Valuation Assessment - P/E ratio, PEG ratio, EV/EBITDA, DCF valuation framework
- Competitive Moat Analysis - Does the company have sustainable competitive advantages?
- Risk Evaluation - Debt levels, insider selling, accounting red flags, industry headwinds
The 20-Point Framework (Preview)
đź“Š Section 1: Financial Performance (6 points)
- Revenue growth trend (last 5 years)
- Operating margin trend
- Return on Equity (ROE) consistency
- Free Cash Flow generation
- Debt-to-Equity ratio
- Current ratio (liquidity check)
đź’° Section 2: Valuation (5 points)
- P/E ratio vs industry average
- PEG ratio (growth-adjusted valuation)
- Price-to-Book ratio
- EV/EBITDA comparison
- Dividend yield (if applicable)
🏰 Section 3: Competitive Position (5 points)
- Market share trend
- Brand strength / pricing power
- Barriers to entry (moat assessment)
- Customer concentration risk
- R&D investment vs competitors
⚠️ Section 4: Risk Factors (4 points)
- Insider buying/selling activity
- Accounting quality (check for red flags)
- Regulatory/legal risks
- Industry cyclicality exposure
Real Example: How This Checklist Saved Me From a Bad Investment
In 2022, a popular "growth stock" was trading at all-time highs. The media was bullish. Momentum traders were piling in. But when I ran it through this checklist:
- âś… Revenue growth: Strong (5-year CAGR of 40%)
- ❌ Operating margin: Declining for 3 consecutive quarters
- ❌ Free Cash Flow: Negative despite revenue growth
- ❌ P/E ratio: 180x (industry avg: 25x)
- ❌ Insider selling: CEO and CFO sold $50M+ in shares
Result: I passed on the stock. Six months later, it dropped 78%. The checklist saved me from a massive loss.
Who This Is For
âś… Perfect For:
- Individual investors building a stock portfolio
- Anyone tired of "hot tips" that turn into losses
- Investors who want a systematic approach
- People who want to invest like professionals
❌ Not For:
- Day traders looking for quick flips
- People who want "get rich quick" schemes
- Investors who refuse to do research
- Anyone not willing to spend 30 minutes per stock
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