Analyze the Annual Report

There are two methods of analyzing the Annual Report — using a computerized form, or a manual form. Each is described below–as well as the “Ratio Analyzer” on, which is derived from my spreadsheet.

The Annual Report Analysis form has been updated to version 9.46a.  

Annual Report Analysis form 
Click here if using Excel 2007 or later

Sorry, a new version is not available for Excel 2003 or earlier.
Enter a company ticker symbol in the spreadsheet and the Internet will be searched for data and inserted into the spreadsheet automatically with the PC.  Automatic insertion of data is possible with newer Mac operating systems and Excel.  

Handout for IEC presentation 2020.

Manual Data entry form version 2.7.2 (Will work with older versions of Excel but requires data entered manually) On this form you’ll find a link to Yahoo data, which is the method I recommend when filling in the data manually. Use this version if you are using an older Mac.

NOTE: The Student & Teacher version of MS Office, which includes Excel is available at a reasonable cost at and other stores. I recommend that version, which will allow all the features of these spreadsheets to operate using the automatic fill of data features..

These forms are primarily for use in analyzing manufacturing and retail companies. A form for analyzing the Banking Industry is available. Click here to download and read a discussion of that form.