Instructions

• The yellow cells are the only cells where you will need to input data.
• Financial data can be found at Yahoo Finance. After entering the ticker, click on the “Financials” section and then you will be able to see the Income Statement, Cash Flow Statement, and Balance Sheet financial data.
• There are comments in the data cells to help you identify the correct data to be inputted.
• Though the sheet automatically calculates ROIC, Beta, the Risk Free Rate, and Tax Rate, you may also manually input your own assumptions in the appropriate cells if you choose.
• You can copy the EVA Calculation Template Google Sheets file to your own Google Drive for your own personal use. Please click here to access the EVA Calculation Template file.

Subscribed users of the JAVLIN Invest mobile app have immediate access to every US Equity ticker’s 5 year historical EVA spread.

Below is an sample example for APPLE of the EVA Spread Calculation.

The EVA Calculation Template Google Sheets file is provided as is. All data is based on current public information that we consider reliable, but we do not represent it as accurate or complete.

This material does not constitute investment advice and does not take into account particular investment objectives, financial situations or needs of individuals. Users should consider whether the material is suitable for their particular circumstances and, if appropriate, seek professional advice.