Crystal Ball   Equity Valuation & Analysis

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There are several options for importing data into eVal:

  1. Enter data manually from 10-K filings.  This option is tedious, but we recommend it, because you will understand the 'as reported' data underlying the 'standardized' data.  See Chapter 2 of the textbook for step-by-step instructions.

  2. Use Datamaker to import data from a standardized data provider.  Datamaker is available from the 'Software' section of this website.  It provides custom templates for importing data from WRDS (available at many business schools), S&P Market Insight, Thompson and Marketguide.  It also has a template that allows you to build standardized data from any financial statemements that have been downloaded in Excel format.

  3. Case Data in eVal.  For the cases in the book that require data, 'Copy' and 'Paste Special-Values' the appropriate data block from the 'Case Data' worksheet in the eVal workbook into the designated area at the bottom of eVal's 'Financial Statements' worksheet.

  4. Data for S&P 500 companies.  Data for S&P 500 companies through the end of fiscal 2015 is available here.  As with the cases in the book, 'Copy' the yellow data block for the selected company and then 'Paste Special-Values' into the designated area at the bottom of the 'Financial Statements' worksheet.



Copyright 2017 by Russell Lundholm and Richard Sloan.