Financial Statements Within Excel

Click to Download Workbook: Financial Statements

If you have worked with Bloomberg Terminals extensively, you are probably familiar with the option to export a standardized financial statement such as a balance sheet to Excel. This is a great feature within the Bloomberg Terminal.

We can utilize Excel and the Bloomberg API to compare specific metrics on financial statements across sectors and industries. For example, within the Consumer Discretionary sector, there are many companies that continue to operate brick and mortar retail stores. We could look within the discretionary sector within the S&P 500 index and compare same store sales (used to determine the percentage of sales growth attributed to new store openings) with each of the companies on a quarter over quarter basis spanning back to 2000.

There is an annual and quarterly template included within this workbook to compare metrics between companies within a sector of and an index (or entire index) over a prespecified time frame.

Enjoy, and share!


About the author


Hi, I'm Frank. I have a passion for coding and extend it primarily within the realm of Finance.

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