What is the formula for stock taking?

Asked by: Deborah Breitenberg  |  Last update: August 15, 2025
Score: 4.6/5 (35 votes)

=SUM(Stock Price*Quantity) This will give you the running total of all items in inventory, allowing you to track how much stock you have on hand easily.

How do you calculate stock formula?

Important Formulas of Stocks and Shares
  1. Stock purchased/sold = Investment × 100/Market Price.
  2. Investment/Cash required = Stock × Market Price/100.
  3. Income/Dividend = Stock × Rate/100.
  4. Stock purchased/sold = Income × 100/Rate%
  5. Investment/Cash required = Income ×Market Price/Rate%

What is the formula for picking stocks?

P/B Ratio ≤ 1.2:The Price-to-Book (P/B) ratio should be 1.2 or lower. This means the stock's market price should be no more than 1.2 times the company's book value per share.

What is the formula for taking stock in Excel?

Incoming Stock: =SUMIF(INCOMINGS[PRODUCT CODE]; [@[PRODUCT CODE]];INCOMINGS[QUANTITY]) You can use Excel to count your incoming stock using a variation of the SUMIF function combined with your product codes.

What is the stock taking method?

Stock-taking or "inventory checking" or "wall-to-wall" is the physical verification of the quantities and condition of items held in an inventory or warehouse. This may be done to provide an audit of existing stock.

Stock Control Sheet In Excel | Inventory Management | Inventory Control Sheet In Excel

39 related questions found

How do you calculate stock take?

=SUM(Stock Price*Quantity)

Once everything is set up, you'll be ready to start keeping track of your inventory with the stocktake formula.

What is the formula for taking stock profits?

To calculate stock profit, it's a relatively simple calculation that involves taking the original price you paid for the stock and subtracting it from the price at which you sold it. So, if you paid $50 per share and the stock is now worth $55, your profit would be $5 per share, minus applicable fees or commissions.

What is the formula for inventory?

To calculate maximum inventory levels, use the following formula: maximum inventory levels = reorder point + reorder quantity – [minimum consumption × minimum lead time].

Can I use Excel for stock control?

Keeping track of your business inventory, whether it's stock to sell to customers or key assets for your business, is very important. Using Excel makes this task easier. You can use a free downloadable template or build out your own, helping you save time and stay on top of your inventory.

How do I calculate stock data in Excel?

With the cells still selected, go to the Data tab, and then click either Stocks or Geography. will appear. Click that button, and then click a field name to extract more information. For example, for stocks you might pick Price and for Geography you might pick Population.

What is the best formula for stocks?

Basic Math for Stock Market Investments
  • Equation 4.
  • Stock price = V + B * M.
  • Equation 5.
  • Price/Earnings Ratio (P/E) = Market price of Stock/Earnings per share.
  • Example,
  • Scenario #1.
  • Scenario #2.
  • Check More Stocks.

What formula does Warren Buffett use?

Buffett uses the average rate of return on equity and average retention ratio (1 - average payout ratio) to calculate the sustainable growth rate [ ROE * ( 1 - payout ratio)]. The sustainable growth rate is used to calculate the book value per share in year 10 [BVPS ((1 + sustainable growth rate )^10)].

How does Warren Buffett pick stocks?

In picking stocks, Warren Buffett looks for companies that have provided a good return on equity over many years, particularly when compared to rival companies in the same industry. Buffett also reviews a company's profit margins to ensure they are healthy and growing.

What is the math equation for stocks?

To calculate your gain or loss, subtract the original purchase price from the sale price and divide the difference by the purchase price of the stock. Multiply that figure by 100 to get the percentage change.

How to take profits from stocks without selling?

How To Make Money In Stock Market Without Selling Your Shares?
  1. Using the demat value of the shares as margin for trading.
  2. Getting a loan against your shares (LAS)
  3. Creating cash-futures arbitrage to earn the spread.
  4. Sell higher options to keep reducing your cost of holding the stock.
  5. Consider stock lending of these shares.

How do I create a stock taking sheet in Excel?

Creating from Scratch
  1. Click New blank workbook. ...
  2. Create your inventory list headers. ...
  3. Adjust the column widths. ...
  4. Enter an item's inventory number. ...
  5. Add an item's name. ...
  6. Enter the item's cost per unit. ...
  7. Add the total number of that item that you have on-hand. ...
  8. Enter the net value formula.

What is the best Excel add in for stock analysis?

40 of the Best Excel Add-Ins for Financial Data Analysis
  • SQL Spreads: Integrates Excel with SQL databases for seamless data management. ...
  • Daloopa: Automates financial data extraction and integration for Excel. ...
  • FRED (Federal Reserve Economic Data): Provides real-time economic data directly into Excel.

What is the formula for consumption in Excel?

What is the consumption function formula? The consumption function formula is C=c+bY. C is the total consumption, c is the basic consumption, b is the marginal propensity to spend, and Y is the income.

What is the basic calculation for inventory?

The formula can be expressed as: Beginning Inventory = Sales (COGS) + Ending Inventory - Purchases (inventory added to stock). For example, if a company had $450,000 in sales/COGS, $600,000 in ending inventory, and $300,000 in purchases, then its beginning inventory would be $750,000 (450,000 + 600,000 - 300,000).

What are the three methods of calculating inventory?

There are three methods for inventory valuation: FIFO (First In, First Out), LIFO (Last In, First Out), and WAC (Weighted Average Cost). In FIFO, you assume that the first items purchased are the first to leave the warehouse.

What is the formula for common size inventory?

Common Size Analysis, also known as Vertical Analysis, is a method of financial statement analysis that compares all items on the statement against one pre-determined item that acts as a base against which to evaluate all others. The formula for calculating this ratio is (Comparison Amount/Base Amount) * 100.

What is the 3-5-7 rule in trading?

The 3 5 7 rule is a risk management strategy in trading that emphasizes limiting risk on each individual trade to 3% of the trading capital, keeping overall exposure to 5% across all trades, and ensuring that winning trades yield at least 7% more profit than losing trades.

Who buys stocks when everyone is selling?

The answer is technically no. There are always as many buyers as there are sellers and that keeps the system going. If you are wondering who would want to buy stocks when the market is going down, the answer is: a lot of people.

What is the 8 week hold rule?

The 8 Week Hold Rule is part of William O'Neil's CANSLIM strategy. He introduced this in his book How to Make Money in Stocks. It helps investors maximize gains from strong stocks. The rule advises holding a stock for eight weeks if it gains over 20% within three weeks of buying.