As part of the Corporate Finance subject of my MBA we have to calculate the beta coefficient (aka Beta) of a company’s share price. The is applied economics and market mathematics, but it simply is a number which indicates how closely (or not) a company’s share price moves in relation to a broader market (or an index like the S&P ASX200 or the Dow Jones Industrial Average).

Anyway, part of the process is to create an excel format spreadsheet to aid with the calculation. I’ve done it and thought I share it with you. It will work with any spreadsheet program that can open .xls files

*Update 1: 31 July 2009* the new version is available for testing by requesting it in a comment below. Once the testing is complete I’ll make it freely available to registered users.

*Update 2: 7 July 2011* For a limited time you can get the Beta Coefficient Calculator without registering. Enter a valid email address in this form to receive a link to download the file. You’ll also get an email about new versions and bug fixes (with an opt-out link).

Update 3: *23 July 2011* If the form doesn’t work for you, please comment below and I’ll email it to you. The form is quicker but some people can’t get the download.

[download file=”Beta-Coefficient-Calculator-Wealth-Esteem-v0.9b8.zip” title=”Beta Coefficient Calculator by Wealth Esteem”]

Version 0.9 beta_8

* Enabled automatic download via web form

* Added French and German to Translation tab (alpha code there)

Version 0.9 beta_7

* Fixed bug in date text description

* Updated sample data to 6 Jun 2011

* Changed sample data to BHP Billiton

* Made Instructions tab text translatable

* Cosmetic fixes

Version 0.9 beta_6

* Explained Translation tab in instructions and asked for volunteers

* Updated sample data to 2011

* Updated copyright date to 2011

Version 0.9 beta_5

* Added Change Log tab

* Moved text of index symbol & stock symbol to translation tab

Version 0.9 beta_4

* Added explanation of index and stock symbol fields on Beta Coefficient tab

* Updated copyright date to 2010

Version 0.9 beta_3

* Added email address to instructions tab

Version 0.9 beta_2

* Added logic to translate number of periods to a date range and show that range to users in Beta Coefficient tab at C11

* Swapped order of Security and Index tabs

* Fixed bug in coefficient calculation

* Introduced version numbering and control

Version 0.9 beta_1

* Updated instructions tab

Version 0.9 beta

* Initial public version

Support and feedback via the comments below.

“Monday 17 November 2008”. hahaha.

Credibility– gone.

hi, is there any chance I can get to see your beta calculation with the formulas on the excel spreadsheet?

pls, it’s an emergency so I hope to hear from u soon.

Ann

@Ann I’ve emailed you a spreadsheet. The old spreadsheet I had up was corrupt so I removed it, then promptly changed laptops and lost it.

In the meantime the best spreadsheet I’ve found for Beta Coefficient Calculation is at Money-Zine.com. You can download a spreadsheet from there.

Paul,

Could you e-mail the excel spreadsheet for Beta Calculations. I would truly appreciate it.

Hi…pls if it is possible to provide beta calculator on spd sheet…..i will be highly appreciable

Hi Paul,

Would you mind to send me the spreadsheet too?

Thanks

May you please send me your excel spreadsheet with formulas to calculate beta coefficient. Thanks in advance for your help. Rgds

Hey Paul Zag! Long time no speak!

Was wondering if you still had that beta spreadsheet. Finishing off my BBus (Financial Planning) and need to calculate Beta for a company… and do all the other gear. Anyways, if you could shoot thru an email, it’d be great. I checked the website you suggested, but it’s just got the CAPM calculator that requires you to already have a value for beta…. which of course is what I’m trying to ascertain.

Hope to hear from you soon mate.

Cheers

BR

Hi Paul, could you please email me the spread sheet on beta coefficient. Hope to hear from you soon, any thanks.

I’ve just about finished rebuilding the spreadsheet and am making available for testing. Everyone who’s left a comment so far should have received a spreadsheet from me, but the latest version has only been available this week so @Allan and @kim got it.

Anybody else who wants to test it can comment here and I’ll email them the current version.

Once it goes live it will be available for free but you’ll have to register with a valid email address to get it. I wont be spamming you, just want to know who’s using my work.

Hi Paul. Would you mind resending the beta spread sheet please to my new email address above, my partner mistakenly deleted it. Many thanks Kim

@kim repeat after me until the urge to kill passes, “I love my partner.”

Check your inbox

Please make your excel spreadsheet for Beta calculations available to me. I am taking an intermediate excel course along with an introductory finance course–and need practice!

@SLP in Ohio, please check you inbox, it should already be there unless trapped by a filter

Paul!!

Hi!!

can u send me aslo the excell file for the calculation of the beta??

hey paul!!

hi!!

can u send me the excel sheet for the calculation for beta?

cheers!

Can you send me the spreadsheet as well.

–SS

Thanks for the feedback everyone. If Kostis, Suyash and SS can give some feedback it should be ready for release.

Regards

Paul

Paul,

If you could possibly send the spreadsheet to me, I would so appreciate it. I have a group assignment with an online course, and no one in the group is understanding the examples given to us. Thanks!

hey paul!!

hi!!

can u send me the excel sheet for the calculation for beta?

cheers!

Paul if you would be so kind to share the spreadsheet, I would appreciate it.

Thank you

Paul, is it possible to add me to the list of people in need of the spreadsheet?

Thanks a lot.

The longer you leave this post the more people you get!

Paul, would love to see how you’re calculating Beta’s and would appreciate it if you could allow me to test your spreadsheet.

Hi Paul!

Can you please send me the excel spreadsheet to calculate beta coefficient?

Many thanks,

Kimmer

Paul,

Is it possible that I also get a copy of your Beta Calculation spreadsheet?

I appreciate your help!

Vince ðŸ™‚

Hi! Could you please email me the spreadsheet with BEta coefficient calculations and formulas?Thanks!

can you email me anything that can help calculate stock beta. i’m working on a finance project in which i am given the company’s excess returns and the excess returns market portfolio. i have to find the stock beta and correlation coefficient. it would greatly appreciated.

also if you have instructions for creating a characteristic line graph in excel that would be awesome!-thanks

Paul:

I’m coming late to the party. Regardless, I’d appreciate being emailed a copy of your Excel spreadsheet for calculating Beta for stocks. Thanks in advance.

Jay

Hi Paul

Your Beta spreadsheet is popular! Could I also get a copy please? Much appreciated, thanks, Steven

Hi friend

could u pl mail the beta spreadsheet calculation. I am doing a project work. thanks and regards, natu

OK everybody up to Natu should have a copy now. Please let me know what you think of it, or suggest any updates.

Thanks to Steven for some really valuable suggestions that I’m working on now.

Regards

Paul

Could I also get a copy of your beta spreadsheet calculation? I am taking an investments class and this would really help.

Thanks,

Lisa

Hi,

Could you possibly send me a copy of the spreadsheet too, thank you very much!

Hi,

Could you possibly send me a copy of the spreadsheet too, thank you very much in advance please send me i need it urgently!

Could you please send me the copy of the spreadsheet? Could be of great help for a project that I am working on.

Thanks,

Satya

Could I also get a copy of your beta spreadsheet calculation? I am taking an investments class and this would really help.

Thanks,

Maria

Would you be able to email the spreadsheet? I to am taking a Masters class and the teacher is horrible. I need all the help I can get.

Hello everyone,

Paul is it possible to take spreedsheet?

Thank you ðŸ™‚

Hello Paul,

I would love to get a copy of your Excel Spreadsheet if it is still available.

Regards

Barry

any chance of getting the spread sheet, IM struggling with my own

Hi Paul,

I’d love to have a copy of your excel spreadsheet please, thanks.

JT

Hi paul,

I will love to have a copy of your excel spreadsheet too,

thanks!

fra

Dear Paul,

Am working on an assignment and would be a great help if you could send me a copy of your Beta calculator. Have been struggling a lot to calculate the beta values.

Thanks,

Arjo

Hola Pablo,

Estoy haciendo un trabajo y serÃa una gran ayuda si me pueden enviar una copia de hoja de cÃ¡lculo Beta.

Gracias,

Luis Fernando

Hi Paul

Your Beta spreadsheet is popular! Is it possible that I also get a copy of your Beta Calculation spreadsheet? Much appreciated, thanks, Feroze

Hey Paul

It would be great if I can get a copy of your Beta spreadsheet calculation please.

Many thanks

DOM

Hi Paul

Could I have a copy of your Beta spreadsheet, as well.

Thx, Meg

Hi Paul

It would be great if I can get a copy of your Beta spreadsheet calculation please

thank u

Could I get a copy of the beta spreadsheet calculator? Thanks!

Could I get a copy of the beta spreadsheet calculator? Thanks!

Dear Paul, i just came across your blog and will be immensely grateful if you could send me a copy of your latest excel beta calculations with the formula. you will be a life saver doing this.

best regards

Hey paul…

Could you please email me the spreadsheet along with formulas. I need it ASAP…

Your help would be highly appreciated.

Cheers!

Pl send me the excel sheet with formulas for computing Beta of the company.

thanks

please e-mail me this spreadsheet. Thanks so much…

Please send me a copy of the spreadsheet for Beta.

THANKS so much

Hi Paul,

This is Dhiren, I have read lot many comments and appreciation for your excel sheet. I am also enthusiastic to have this sheet in my laptop. Can you be please so nice to me?

I will be greatful to you, if you do so please.

hi! um working on my assignment which will be due on the 26th, would you please plase email me the excel sheet, if you still have it..thank you soooooo much.

hi! um working on my assignment which will be due on the 29th, would you please please email me the excel sheet, if you still have it..thank you soooooo much.

Paige

hi, i need the calculator spreadsheet too…..urgent….

can you send me ?

Hi Paul,

Kindly ask you to send me your excel spredsheet for calculation of beta coefficient.

Corporate Finance is realy pleasent subject ! You can really contribute for that with your spread sheet.

Ivo

Hi

Can you please send me the excel spreadsheet to calculate beta coefficient?

Thanks in advance,

Artemio

Can you please send me the beta coefficient s/sheet.

Ta

Kerrie

Hi Paul,

Could you email me the spreadsheet please,

Thanks,

Cheers

I am writing my assignment and need to calculate the beta for 2009. Can you send me a copy of the spreadsheet.

Thanks.

Hi Paul,

Could you please send me the beta coefficient s/sheet?

Thanks a million

Hi Paul,

I am working on a research work that required to analyze beta values. Can you please send me the Beta Calculation Spreadsheets.

Regards,

Hara

kindly send me the spreadsheet to calculate beta values

please send me the excel beta calculator

Can you please send me your latest beta calculation spreadsheet. Thanks kindly!

Hi Paul,

Can you please email me a copy of your beta calculation spreadsheet?

Most appreciated,

Elizabeth

Can you please send me your latest beta calculation spreadsheet. Thanks kindly!

Can you please email me a copy of your beta calculation spreadsheet?

With best regards.

Anny

Can you also e-mail this spreadsheet?

hey, i need to calculate beta for an undergrad finance course..plz mail me asap

hey you could you please email me the spreadsheet as well…need it for my Value Computation in Finance class for my MBA…thanks!

Hi Paul can you please send me the Spreadsheet as well thanks ðŸ™‚

Paul, hi!

Could you e-mail the excel sprdsht for Beta Calculations, please! i need it for my diploma calculations…thanks!

could you email me the spreadsheet. need it for my undergrad finance class. thanks

would like a copy of the beta calculation spreadsheet and possible to get an address of a beta calculator.

Please also send me the beta calculation spreadsheet.

Thanks.

Okay everyone before this comment should have received their Beta Coefficient Calculator via email. Hopefully it made it through your spam traps.

You can get the latest version by clinking on the link in the post above. We’re up to version 0.9beta_8

Any support questions or feature requests please post them as a comment.

Paul

I need a copy of the excel that compute beta

Hi,

Could I please have a copy of the beta calculation spreadsheet? Thanks

Regards,

Cindy

Hi, can I have a copy of Beta calculator spread sheet please? Thanks, Van.

@Mika @Cindy & @Van should have their Beta Coefficient spreadsheet. Please let me know if you can’t get the beta calculator via the form.

could you email that Beta Cefficient spreadsheet my way. I would appreciate it. Thanks

I followed the link on my e-mail. The Zip file has only notes and nothing else. Why is this so?

The zip file contains a single excel spreadsheet. The first tab of the spreadsheet contains notes.

Read the notes, follow the instructions, update the data and it will show you the Beta Coefficient of your security.

Please leave a comment if you can’t get the spreadsheet. I’m reviewing the delivery method. Ideally I want to email the spreadsheet to you, but the plugin I use doesn’t do that well..

Most comments will be moderated so wont show up immediately. But I do see them all.

Hey there!

the link doesn’t work? mind sending a copy of the spreadsheet here? much appreciated! thanks!

Cheers!

Hi Sarah

I just sent it to you

Can you please help me to figure out beta coefficient?

Thanks

@Sam your comment was flagged by the system, sorry about that. But in case people are looking, please check out the spreadsheet, it really is quite simple.