Templates available in Excel 97 (Excel 8) and higher versions:
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1 Excel Templates Templates available in Excel 97 (Excel 8) and higher versions: All of the Excel templates in Research Insight can be customized to fit your own particular needs. Company Fundamental Analysis Templates Balance Sheet Annual and Quarter Business Segment Report Cash Flow Annual and Quarter Income Statement Annual and Quarter Backtest Building Tools Backtest Builder Monthly Model Report Backtest Builder Quarterly Model Report Backtest Model Templates Detailed Backtest with Summary - Monthly Detailed Backtest with Summary - Quarterly Quick Backtest - Monthly Quick Backtest - Quarterly Comparison Templates Comparable Analysis Comparables Model - Detail Report Comparables Model - High Level Group Aggregate & Average Index Ratio Comparisons Debt Analysis Templates Company Annual Debt Structure Overview Company Quarterly Debt Structure Overview Detailed Credit Score Quick Credit Score Z-Score Calculator Detailed Fundamental Templates Analyze Report Full B/S, I/S, C/F, Ratio Insider and Institutional Decile Analysis of Institutional Trading Insider Trading Details Institutional Flow Analysis BAL_ANL.XLS BUS_SEG.XLS CF_ANL.XLS INC_ANL.XLS MNTBLDR.XLS QTRBLDR.XLS SUMMMNTH.XLS SUMMQTR.XLS BASICMNT.XLS BASICQTR.XLS COMPS.XLS COMPVALR.XLS COMPSTMT.XLS AGGCALCA.XLS INDXRAT.XLS DEBTVIEW.XLS DEBTVW_Q.XLS CORPSCOR.XLS CREDIT.XLS ZSCORE.XLS ANALYZE.XLS CO_FULL.XLS IODEC.XLS IT.XLS IOFLOW.XLS 211
2 Standard & Poor s Research Insight Report & Chart Library Market Charting and Performance Summary Industry Charting Market Charting Market Performance Summary Multiple Regression Multiple Regression Analysis Portfolio Analysis Templates Chart Top 10 Companies Portfolio Allocation Portfolio Weight Comparison Snapshot Company Overview Company Snapshot Quick Overview Transfer Pricing Business with Financial Overview Business Company Overview Overview with Business Valuation/Estimates Templates Detailed Comparison of Fundamental & Valuations Dividend Discount Model Dupont Analysis Dupont Analysis - Quarterly Evaluation Model FIRST CALL with Trends I/B/E/S with Trends Last 12 MM Comparable Ranking Scoring Report Valuation Model INDCHART.XLS CHARTING.XLS PERFORM.XLS REGRESS.XLS TOP10.XLS PORTALLO.XLS PORTWGHT.XLS SNAPSHOT.XLS QUICK.XLS MULTDETL.XLS MULTDESC.XLS DESC.XLS COMPRANK.XLS CSVDDM.XLS DUPONT.XLS DUPONTQ.XLS EVALUATR.XLS FCRPT.XLS IBESRPT.XLS LTMCOMP.XLS SCORBLDR.XLS VALUATN.XLS 212
3 Excel Templates Opening and Running Spreadsheet Templates In this section we provide some examples of spreadsheet templates created using Research Insight. These examples demonstrate the power and versatility of creating and running Research Insight reports in Excel. Each of these templates offers a wide range of information compiled into one spreadsheet which can be accessed by simply entering the company ticker or set. To open a template in Excel: 1. From the S&P menu, select Open Template. 2. You will see the File Open dialog box. Select the template you want to use and click Finish. 3. Excel will open Research Insight and you will see the spreadsheet template you have selected. Each of the templates defaults to a pre-loaded company or set the first time you use it. 4. To change the company displayed in the template, click the (Run) button. You will see the Run Assistant Window. Enter the company ticker or set for which you want to run the spreadsheet in the Companies field, and click OK. If you are not sure of a ticker symbol, click the (Look Up) button to search the companies in the North America database. 213
4 Standard & Poor s Research Insight Report & Chart Library Balance Sheet Annual and Quarterly (BAL_ANL.XLS) This template is an annual and quarterly trend analysis of key balance sheet items for a company. Charts display key items such as Current Assets, Working Capital and Debt. The following example shows the annual trend analysis. 214
5 Spreadsheets - Company Fundamental Analysis 215
6 Standard & Poor s Research Insight Report & Chart Library Business Segment Report (BUS_SEG.XLS) Analyze a company s business segment data over time. Includes a breakdown of segment revenues, operating profit, depreciation, capital expenditures and margins. The following example shows the first section of the template. 216
7 Excel Templates - Company Fundamental Analysis 217
8 Standard & Poor s Research Insight Report & Chart Library Cash Flow Annual and Quarterly (CF_ANL.XLS) Annual and Quarterly trend analysis of key cash flow statement items for a company. Charts display key items such as Net Income, Capital Expenditures and Depreciation. The following example shows the annual trend analysis. 218
9 Excel Templates - Company Fundamental Analysis 219
10 Standard & Poor s Research Insight Report & Chart Library Income Statement Annual and Quarterly (INC_ANL.XLS) Annual and quarterly trend analysis of key income statement items for a company. Charts display key items such as Net Income, Gross Profit and EBIT. 220
11 Excel Templates - Company Fundamental Analysis 221
12 Standard & Poor s Research Insight Report & Chart Library Backtest Builder Monthly Model Report (MNTBLDR.XLS) Use the Backtest wizard to build a customized monthly backtest environment for your own screen, time frame, number of periods and rebalancing periods. To bring up the Backtest Wizard, click the Create Report button in the template. Use the wizard to enter criteria for your monthly backtesting model. View a summary of the results for each period you specified in your model. 222
13 Excel Templates - Backtest Building Tools The Backtest Builder creates a set of companies that fits your criteria for each period you specified. 223
14 Standard & Poor s Research Insight Report & Chart Library Backtest Builder Quarterly Model Report (QTRBLDR.XLS) Use the Backtest wizard to build a customized quarterly backtest environment for your own screen, time frame, number of periods and rebalancing periods. Use the wizard to enter criteria for your quarterly backtesting model. View a summary of the results for each period you specified in your model. 224
15 Excel Templates - Backtest Building Tools The Backtest Builder creates a set of companies that fits your criteria for each period you specified. 225
16 Standard & Poor s Research Insight Report & Chart Library Detailed Backtest with Summary - Monthly (SUMMMNTH.XLS) This template backtests an investment theory or model for 20 monthly user-defined time periods. Includes a detailed results summary. This example shows the Research Insight screen used in the model and one of the 20 resulting sets (on the following page). 226
17 Excel Templates - Backtest Model Templates 227
18 Standard & Poor s Research Insight Report & Chart Library Detailed Backtest with Summary - Quarterly (SUMMQTR.XLS) This template backtests an investment theory or model for 20 quarterly user-defined time periods. Includes a detailed results summary. This example shows the Research Insight screen used in the model and one of the 20 resulting sets (on the following page). 228
19 Excel Templates - Backtest Model Templates 229
20 Standard & Poor s Research Insight Report & Chart Library Quick Backtest - Monthly (BASICMNT.XLS) Test an investment theory back in time. Runs for six annual periods using monthly time references. This example shows the Research Insight screen used in the model and one of the six resulting sets (on the following page). 230
21 Excel Templates - Backtest Model Templates 231
22 Standard & Poor s Research Insight Report & Chart Library Quick Backtest - Quarterly (BASICQTR.XLS) Test an investment theory back in time. Runs for six annual periods using quarterly time references. This example shows the Research Insight screen used in the model and one of the six resulting sets (on the following page). 232
23 Excel Templates - Backtest Model Templates 233
24 Standard & Poor s Research Insight Report & Chart Library Comparable Analysis (COMPS.XLS) Twelve years of historic balance sheet and income statement with recent quarterly data. Charts include ROE, Price/Earnings, Price/Book, Price and Shares Traded. Various ways to select comparables and display data - Mean- High-Low-Median-Mean(excluding extreme points). This example highlights selected sheets from the template. 234
25 Excel Templates - Comparison Templates 235
26 Standard & Poor s Research Insight Report & Chart Library Comparables Model - Detail Report (COMPVALR.XLS) Compares up to 20 companies LTM income statement, balance sheet, and ratio analysis - LTM Margins, Earnings and Returns, Selected Multiples (Market Value, Enterprise Value, Price/Sales, Price/Book, Price/Cash Flow, Dividend Yields, P/E and Price/Operating Earnings. This example highlights selected sheets from the template. 236
27 Excel Templates - Comparison Templates 237
28 Standard & Poor s Research Insight Report & Chart Library Comparables Model - High Level (COMPSTMT.XLS) Compares up to 20 companies LTM and 4 year annual data. Income statement data and percent of Sales, Balance Sheet and Cash Flow data, ratio analysis, year-over-year percent changes, comparable averages. This example highlights selected sheets from the template. 238
29 Excel Templates - Comparison Templates 239
30 Standard & Poor s Research Insight Report & Chart Library Group Aggregate & Average (AGGCALCA.XLS) Shows where a company stands compared to the companies in its SIC, Industry Sector and S&P Major Index, based on 8 fundamental factors. Determines the relative importance of a company to its industry. For example, determines if a company is the primary source of revenue in its industry. Tracks changes over 5 years. GROUP AGGREGATE & AVERAGE CALCULATOR Annual Data 240
31 Excel Templates - Comparison Templates AGGREGATE CALCULATOR Utilizing a Weighted Average Market Value over the set 241
32 Standard & Poor s Research Insight Report & Chart Library Index Ratio Comparison (INDXRAT.XLS) Compares a company to the weighted average of its industry. Evalutes market statistics, returns, valuations, growth rates, balance sheet, profitability, financial strength, effectiveness and efficiency of a company versus its SIC, sector or major index. 242
33 Excel Templates - Comparison Templates 243
34 Standard & Poor s Research Insight Report & Chart Library Company Annual Debt Structure Overview (DEBTVIEW.XLS) Review the debt structure in detail on an annual basis for a company for items such as both Senior and Subordinate Convertible Debt, Notes, Debentures, and Capital Leases. Officer Names and Titles are also provided. This example highlights selected sheets from the template. 244
35 Excel Templates - Debt Analysis Templates 245
36 Standard & Poor s Research Insight Report & Chart Library Company Quarterly Debt Structure Overview (DEBTVW_Q.XLS) Review the debt structure in detail for a company on a quarterly basis for items such as Senior and Subordinate Convertible Debt, Notes, Debentures, and Capital Leases. Includes Officer Names and Titles. This example highlights selected sheets from the template. 246
37 Excel Templates - Debt Analysis Templates 247
38 Standard & Poor s Research Insight Report & Chart Library Detailed Credit Score (CORPSCOR.XLS) Calculates an implied corporate credit score using criteria from the S&P Ratings Group. Company s ratios are compared against the latest three-year medians found in the S&P Corporate Ratings Criteria. 248
39 Excel Templates - Debt Analysis Templates 249
40 Standard & Poor s Research Insight Report & Chart Library Quick Credit Score (CREDIT.XLS) Calculates an implied corporate credit score using criteria from the S&P Ratings Group. Company s ratios are compared against the latest three-year medians found in the S&P Corporate Ratings Criteria. 250
41 Excel Templates - Debt Analysis Templates Z-Score Calculator (ZSCORE.XLS) View the health of a company with the Z-Score Calculator which predicts the risk of bankruptcy using Return on Total Assets, Sales to Total Assets, Equity to Debt, Working Capital to Total Assets, and Retained Earnings to Total Assets. Compare your target company to an industry as well. 251
42 Standard & Poor s Research Insight Report & Chart Library Analyze Report (ANALYZE.XLS) Annual and quarterly trend analysis of Growth and Per-Share Growth items, Earnings Power, Stock Performance, Valuation, Liquidity, Income Statement, Balance Sheet, Common Size, Source of Earnings and Asset T/O Analysis. This example highlights selected sheets from the template. 252
43 Excel Templates - Detailed Fundamental Templates 253
44 Standard & Poor s Research Insight Report & Chart Library Full B/S, I/S, C/F, Ratio (CO_FULL.XLS) Annual and quarterly trend analysis of key balance sheet items for a company. Charts display key items such as Current Assets, Working Capital and Debt. 254
45 Excel Templates - Detailed Fundamental Templates 255
46 Standard & Poor s Research Insight Report & Chart Library Decile Analysis of Institutional Trading (IODEC.XLS) Decile Analysis of Institutional Trading allows you recalculate the template using a variable of your choice. 256
47 Excel Templates - Insider and Institutional Insider Trading Details (IT.XLS) Provides summary and detailed Insider Trading data. Features include: Price vs. Insider Trading activity graph. Click on graph to view details. 257
48 Standard & Poor s Research Insight Report & Chart Library Institutional Flow Analysis (IOFLOW.XLS) Track the flow of Institutional money through economic sectors and drill down on an industry and the constitutents of that industry. 258
49 Excel Templates - Market Charting and Performance Summary Industry Charting (INDCHART.XLS) Charts several industry peers side-by-side for several market performance and valuation measures. 259
50 Standard & Poor s Research Insight Report & Chart Library Market Charting (CHARTING.XLS) Chart a company s performance, fundamentals, volume and valuation measures over time. 260
51 Excel Templates - Market Charting and Performance Summary 261
52 Standard & Poor s Research Insight Report & Chart Library Market Performance Summary (PERFORM.XLS) Find the top and bottom performers for various return periods for the S&P 500, MidCap, Small Cap, and for the Russell Constituents, Industry and Economic Sector performance is also presented. 262
53 Excel Templates - Multiple Regression Multiple Regression Analysis (REGRESS.XLS) Analyze the components of return for a company to determine the best return predictive model using multiple regression analysis. 263
54 Standard & Poor s Research Insight Report & Chart Library Chart Top 10 Companies (TOP10.XLS) Charts key financial ratios and growth rates for the Top 10 peer companies. Enter a ticker and choose the peer group to evaluate: S&P Index, Economic Sector, Industry Sector or SIC code. 264
55 Excel Templates - Portfolio Analysis Templates 265
56 Standard & Poor s Research Insight Report & Chart Library Portfolio Allocation (PORTALLO.XLS) Provides portfolio characteristics and sector allocation for your portfolio. Portfolio holdings can be imported into the template via a.csv file. 266
57 Excel Templates - Portfolio Analysis Templates 267
58 Standard & Poor s Research Insight Report & Chart Library Portfolio Weight Comparison (PORTWGHT.XLS) Compare portfolio weighting to S&P Major Indexes (500,400,600 or Super). Determine if portfolio is over/under weighted in an industry. Sector statistics include: Market Value, Total Return, Dividend Yield, ROE, Price/Earnings, Beta, Price/Sales and Price/Cash Flow. Find constituents of each index or portfolio and drill down by economic or industry sector. This example highlights selected sheets from the template. 268
59 Excel Templates - Portfolio Analysis Templates 269
60 Standard & Poor s Research Insight Report & Chart Library Company Snapshot (SNAPSHOT.XLS) Presents a snapshot of a company s key market and fundamental financial data. 270
61 Excel Templates - Snapshot Company Overview 271
62 Standard & Poor s Research Insight Report & Chart Library Quick Overview (QUICK.XLS) Gives a quick look at the market (high-low-close-volume). Presents key fundamental data including balance sheet, income statement and earnings per share. 272
63 Excel Templates - Transfer Pricing Business with Financial Overview (MULTDETL.XLS) Multiple company business descriptions are available with company financial overviews. 273
64 Standard & Poor s Research Insight Report & Chart Library Business Company Overview (MULTDESC.XLS) Financial Overview of a company with a detailed business description. This report runs for imported business descriptions. 274
65 Excel Templates - Transfer Pricing Notes 275
66 Standard & Poor s Research Insight Report & Chart Library Overview with Business (BUSDESC.XLS) Displays valuation, business description, top 5 sector peers by sales, key income statement and balance sheet items, earnings per share, dividends, ratios, growth rates and business segments for a company. 276
67 Excel Templates - Transfer Pricing 277
68 Standard & Poor s Research Insight Report & Chart Library Detailed Comparison of Fundamental & Valuations (COMPRANK.XLS) Compare target company to 10 peer companies side by side. Mean and median provided for a quick evaluation. year-end ratios, historic size and growth, DuPont Analysis, rankings for growth and valuations, charts and summary information. This example shows selected sheets from the template on pages
69 Excel Templates - Valuation Templates 279
70 Standard & Poor s Research Insight Report & Chart Library 280
71 Excel Templates - Valuation Templates 281
72 Standard & Poor s Research Insight Report & Chart Library Dividend Discount Model (CSVDDM.XLS) Two-stage dividend discount model. Presents the value of a common stock issue based on the expected future cash flows. 282
73 Excel Templates - Valuation Templates DuPont Analysis (DUPONT.XLS) Provides breakdown of the key DuPont Analysis ratios that comprise the ROE: Pretax Margin, Asset Turnover and Leverage, then applies the Tax Rate for After-Tax ROE. Charts provide trend analysis for each measure. 283
74 Standard & Poor s Research Insight Report & Chart Library DuPont Analysis - Quarterly (DUPONTQ.XLS) Detailed trend analysis based on the DuPont analysis method. 284
75 Excel Templates - Valuation Templates Notes 285
76 Standard & Poor s Research Insight Report & Chart Library Evaluation Model (EVALUATR.XLS) Company evaluation tool with Price, P/E, Growth Rates, EPS, Dividend Momentum and FIRST CALL data. Company overview with Business and Geographic segment information. Estimates require FIRST CALL subscription.this example shows selected sheets from the template on pages
77 Excel Templates - Valuation Templates 287
78 Standard & Poor s Research Insight Report & Chart Library 288
79 Excel Templates - Valuation Templates 289
80 Standard & Poor s Research Insight Report & Chart Library FIRST CALL with Trends (FCRPT.XLS) Company evaluation tool with Price, P/E, Growth Rates, EPS, Dividend Momentum and FIRST CALL data. Company overview with Business and Geographic segment information. Estimates require FIRST CALL subscription. 290
81 Excel Templates - Valuation Templates 291
82 Standard & Poor s Research Insight Report & Chart Library I/B/E/S with Trends (IBESRPT.XLS) Actual EPS and I/B/E/S EPS, growth comparisons, consensus trends. 292
83 Excel Templates - Valuation Templates Notes 293
84 Standard & Poor s Research Insight Report & Chart Library Last 12 MM Comparable Ranking (LTMCOMP.XLS) Compare a target company to 10 peer companies side by side. Mean and median provided for quick evaluation. LTM balance sheet, income statement, cash flow, margin and market valuation analysis, ratios, historic size and growth, DuPont Analysis, ranking and charts, summary information. 294
85 Excel Templates - Valuation Templates 295
86 Standard & Poor s Research Insight Report & Chart Library Scoring Report (SCORBLDR.XLS) Compare a target company to 10 peer companies side by side. Mean and median provided for quick evaluation. LTM balance sheet, income statement, cash flow, margin and market valuation analysis, ratios, historic size and growth, DuPont Analysis, ranking and charts, summary information. 296
87 Excel Templates - Valuation Templates 297
88 Standard & Poor s Research Insight Report & Chart Library Valuation Model (VALUATN.XLS) Price predictor with detailed valuation analysis. 298
89 Excel Templates - Valuation Templates 299
90 Standard & Poor s Research Insight Report & Chart Library Notes 300
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