Value Analytics

by Value AnalyticsMicrosoft 365Price not published

Provides financial data for U.S. exchange-traded companies in Excel for analysis, modeling, comps, and valuation work.

Facts verified marketplace.microsoft.comAd-free rankings
PRICINGNot published
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
Value Analytics — screenshot from the Microsoft Marketplace listing

What it does

Provides financial data for U.S. exchange-traded companies within Excel. The data supports custom financial analysis and modeling for business valuation and accounting work. Coverage includes balance sheets, cash flow statements, income statements, share prices, performance statistics, and pricing multiples. A subscription is required to access the add-in.

Key capabilities

from the Microsoft Marketplace listing

Financial statements

Provides balance sheet, cash flow statement, and income statement data.

Share prices

Provides share price data for U.S. exchange-traded companies.

Performance statistics

Provides performance statistics.

Pricing multiples

Provides pricing multiple data.

Comparable analysis

Provides fields required for building comps.

Public company method

Provides fields required for performing the Guideline Public Company Method.

Use cases

  • Supports custom financial data analysis and modeling in Excel spreadsheets.
  • Supports business valuation services performed by valuation and accounting firms.

Who it's for

Business valuation and accounting firms that specialize in business valuation services.

How it compares

Value Analytics and IEX Cloud Stock Data both use cloud deployment and have an unknown pricing model; Value Analytics was updated on Jun 2022, while IEX Cloud Stock Data was updated on Jan 2023. Financial Dashboard uses cloud deployment with a paid pricing model and was updated on Aug 2026. OrgChart4XL, Kaaria, and Lantern | Model use cloud deployment with an unknown pricing model; their update dates are Jun 2025, Sep 2023, and May 2026, respectively.

NamePricingDeploymentUpdated
Value Analyticsthis pluginPrice not publishedCloud
IEX Cloud Stock DataNot in catalog
Financial DashboardPaidCloud
OrgChart4XLPrice not publishedCloud
KaariaNot in catalog
Lantern | ModelPrice not publishedCloud

In the catalog

446 plugins in Excel · Analytics

Price distribution: 8 free, 17 freemium, 142 paid, 279 price not published

Pricing & deployment

Platform
Microsoft 365
Product
Excel
Deployment
Cloud
Pricing
Price not published

Similar plugins in Excel · Analytics

View all 446 →

What the vendor says

«The Value Analytics Add-In provides access to high-quality financial data for U.S. exchange-traded companies. The purpose of the Add-In is to support custom financial data analysis and modeling within the familiar context of an Excel Spreadsheet. The financial data are tailored to business valuation and accounting …»

Official marketplace listing

Publisher
Value Analytics
Updated on marketplace
Facts verified

Tags

valuationguidelinepubliccompanyfinancialdata