Value Investing Scorecard - Work Toolz

Value Investing Scorecard

Company Name/Ticker (Optional):

I. Valuation Metrics

P/E Ratio:

P/B Ratio:

Dividend Yield (%):

II. Financial Health

Debt-to-Equity Ratio:

Current Ratio:

III. Profitability

Return on Equity (ROE %):

Net Profit Margin (%):

IV. Qualitative Factors

Strong Competitive Moat?

Consistent Earnings History (e.g., 5-10 yrs)?

Management Quality & Integrity (User Assessment):

Clear Margin of Safety (Price vs. Estimated Intrinsic Value):