Ever since completing Saul’s faqs roughly 2 weeks ago I decided to make it my mission to discover the 1YPEG for all of my stocks.
I try to take on a batch every night and stop when I get to a 1YPEG < 1 declaring eureka! My victories are short as I’m far from being done.
After collecting info on a dozen or so stocks I decided I needed to save time with the computations and let the machine do the work for me. The result is a google spreadsheet with all of my positions, up to date pricing (ala a google finance function), the last 8 quarters worth of earnings (non-GAAP), and a bunch of computed columns that do their magic to get me to the 1YPEG.
Here is a link to the spreadsheet:
The “magic” columns at the end give me the following: a tally of the TMTE for this year, a TMTE for last year, the YoY EPS growth, the TTM PE (using live pricing) and finally the 1YPEG. These are my lazy man columns. Basically anything with a blue background is computed while anything with a white background is the data I have to enter.
Since starting this project I’ve already done some pruning, some without having to figure out its 1YPEG first - I just kinda knew. I will likely go back and fill in values for my sold positions someday, but I’m really keen on finding out where my current low 1YPEGs lay first.
Feel free to use the spreadsheet for your own resarch and also feel free fill in your own rows directly into the spreadsheet if you’d like. If your stock is a Fool stock I’d likely want to know its 1YPEG someday too, so you may be saving me the trouble. I’m also not opposed to the idea of crowdsourcing this spreadsheet so we can all benefit from our collective research. I don’t know if Saul would approve since you wouldn’t necessarily be going out to the press releases yourself, but at least you’ll get to see a fairly close value and can do further research on your own. Plus if there are mistakes made the crowdsourcing rules to correct the bad data can also apply.
I’ll leave it at that for now. Comments appreciated and welcome.