Software

NOTE: YOU CAN ONLY VIEW AND DOWNLOAD THESE FILES. YOU CANNOT EDIT THEM ONLINE. IN ORDER TO EDIT THEM, YOU MUST FIRST DOWNLOAD A COPY. PLEASE DO NOT REQUEST EDIT ACCESS IN GOOGLE.

Software (Microsoft Excel):

eVal workbook

eVal workbook - extended 20 year version

Datamaker workbook

Users Guides (PDF):

eVal User's Guide

Datamaker User's Guide

Software with SEC XBRL data (Microsoft Excel):

eVal 6.03 workbook with XBRL data (4.4MB). Includes filings through 2021 Q3.

Note: This version of eVal allows the user to import annual financial statement data extracted by the SEC from annual financial reports that have been filed with the SEC using XBRL. This software and data are intended for academic use only. The underlying data is based on information provided by filers to the SEC and this data may contain inaccuracies and errors. We have further conformed this data to eVal's standardized financial statement format and the standardization process may have introduced additional inaccuracies, errors and ambiguities. We highly recommend that you reconcile the data to the 'as reported' amounts in each company's annual reports before interpreting the data. If you encounter data or usage issues with this version, please provide feedback to c-suite@lundholmandsloan.com.

Usage Notes:

  1. If the number of common shares outstanding is not provided by the filer, this number defaults to zero. The usual reason is that the filer has multiple classes of common shares. You should check the underlying Form 10-K to determine the number of classes, the number of shares in each class and the rights attaching to each class before valuing each share class.

  2. The eVal standardized financial statement format is designed for industrial companies, so the standardized classifications will be less meaningful for financial companies.