Last updated: Abril 2026
Valuation Tools: How to Choose the Right One for You
Valuing companies requires reliable financial data, consistent methods, and a tool that turns assumptions into results. But with so many options — from spreadsheets to specialized platforms — how do you choose? The answer depends on your goal, analysis complexity, and available time. This guide categorizes the main tools on the market to help you make the best decision.
Categories of valuation tools
Valuation tools fall into four main categories, each with different advantages and limitations.
| Category | Examples | Best for | Main limitation |
|---|---|---|---|
| Spreadsheets (Excel, Google Sheets) | Custom models, ready-made templates | Analysts needing total flexibility | Formula errors, manual data, no validation |
| Data providers (Bloomberg, Economatica) | Data terminals, financial APIs | Institutions with premium data budgets | High cost, steep learning curve |
| Guided platforms (Valoro) | Valuation with guided flow and pre-loaded data | Individual investors and independent analysts | Less flexible than spreadsheets for exotic models |
| Social/collaborative platforms | Forums, public valuation communities | Those wanting to compare theses and learn from others | Variable quality of published analyses |
Spreadsheet vs platform: when each makes sense
Spreadsheets are the right choice when you need a custom financial model — for example, a scenario with complex corporate structure or non-standard assumptions. However, for the vast majority of listed stock valuations, a guided platform like Valoro saves hours by auto-loading data, validating assumptions, and generating sensitivity analysis without formula error risk. If you spend more time collecting data and fixing formulas than analyzing results, it's probably time to switch to a platform.
Checklist: what to evaluate when choosing a tool
When choosing a valuation tool, consider: (1) Data source — does the tool use official B3/CVM data or depend on manual input? (2) Supported methods — does it offer DCF, multiples, and other methods, or just one? (3) Validation — does the tool validate your assumptions against market benchmarks? (4) Sensitivity analysis — does it automatically generate a scenario matrix? (5) Sharing — can you publish or export your analyses? (6) Cost-benefit — is pricing compatible with individual use?
Which platform to choose? Detailed comparison
If you're looking for a side-by-side comparison of the main valuation platforms in the Brazilian market — including Valoro, Valor Justo, Preço Justo, and Excel — check our dedicated article with a complete comparison table.
Frequently asked questions
Do I need a paid tool to do valuation?^
It depends. Free spreadsheets work, but require you to collect data manually and build all formulas. Platforms like Valoro automate this process starting at R$ 19.90/month, saving hours on each analysis.
Can I use data from Status Invest or Fundamentus in my valuation?^
Those sites are great for quick reference, but don't offer a complete valuation workflow. You can use their data as reference and run the full calculation (DCF, multiples) on a dedicated platform like Valoro.
Does Valoro replace Excel for valuation?^
For most cases, yes. Valoro offers pre-loaded data, automatic validation, and sensitivity analysis — everything an Excel model would do, but without the risks of formula errors and outdated data.
Try Valoro and see the difference
Pre-loaded data, automatic validation, and sensitivity analysis. Plans starting at R$ 19.90/month.