Basic EPS From Other Gains Losses (Historical) Formula in Excel
In this guide, you’ll learn how to use the Basic EPS From Other Gains Losses (Historical) formula in Excel with MarketXLS. This function helps retrieve a company’s historical earnings per share specifically attributed to other gains or losses, making it easy to analyze trends over time.
Understanding Basic EPS From Other Gains Losses (Historical)
- Purpose: Provides the portion of the company’s basic earnings per share associated with non-operational gains or losses in a specified historical period.
- Key Benefits:
- Helps isolate other gains/losses impact on EPS.
- Aids in more detailed financial analysis.
- Useful for identifying non-recurring items.
- When to Use:
- Performing fundamental analysis with MarketXLS.
- Comparing EPS contributions outside core operations across multiple periods.
Syntax and Parameters
Use the formula in any Excel cell where MarketXLS is installed:
=hf_Basic_EPS_from_Other_Gains_Losses(Symbol, Year, [Quarter], [TTM])
Parameter | Description | Required | Example |
---|---|---|---|
Symbol | The ticker or symbol of the company. Supports stocks (e.g., "MSFT"), indices (e.g., "^SPX"), options (e.g., "@MSFT 110122C00020000"), or crypto (e.g., "BTCUSD:DEFAULT"). | Yes | "MSFT" |
Year | The specific year (e.g., "2022") or special identifiers ("lq", "lq-1", "ly", "ly-1", "lt", "lt-1") to target last quarters/years. | Yes | "2022" or "ly" |
Quarter | The quarter number (1-4) used for calendar-based quarters. If not provided, defaults to "1". | No | 2 |
TTM | If set to "TTM", returns trailing twelve months data from the specified quarter and year. Otherwise, leave blank. | No | "TTM" |
?? Note: The function returns "NA" if the symbol is invalid, the license is not valid, or data is unavailable.
Return Value
- Returns a numeric value representing the EPS figure related to other gains or losses.
- Returns "NA" in case of any error or when data is not found.
? Pro Tip: Combine this formula with other MarketXLS fundamentals to create insightful dashboards comparing multiple financial metrics side by side.
Examples and Usage
Below are examples demonstrating various ways to reference the date or period in the function:
- Using a regular symbol for a specific year:
=hf_Basic_EPS_from_Other_Gains_Losses("MSFT", 2022)
- Including a quarter parameter:
=hf_Basic_EPS_from_Other_Gains_Losses("MSFT", 2022, 2)
- Using trailing twelve months:
=hf_Basic_EPS_from_Other_Gains_Losses("MSFT", 2022, 3, "TTM")
- Using “lq” (last quarter) reference:
=hf_Basic_EPS_from_Other_Gains_Losses("MSFT", "lq")
- Using “ly-1” (last year minus one):
=hf_Basic_EPS_from_Other_Gains_Losses("MSFT", "ly-1")
Date Input Formats
Although this function uses “Year” and optional “Quarter”, you can still reference cells or text-based dates in the following ways:
- Cell references:
=hf_Basic_EPS_from_Other_Gains_Losses(A1, A2)
- Direct date strings (converted to year/quarter as needed):
=hf_Basic_EPS_from_Other_Gains_Losses("MSFT", "2024")
- Using Excel date functions (convert date in A1 to a year string):
=hf_Basic_EPS_from_Other_Gains_Losses("MSFT", TEXT(A1,"yyyy"))
Common Questions
1. What if the function returns “NA”?
- Ensure the symbol is correct and valid.
- Verify your MarketXLS license is active.
- Check that the specified year and quarter have available data.
2. Can I use this with options or crypto tickers?
- Absolutely. Pass the option symbol or crypto symbol in the
Symbol
parameter as shown in the examples.
3. Are there performance considerations?
- The function fetches data from MarketXLS servers; calling it many times in a large spreadsheet could lead to slower response. Consider grouping queries or using a dedicated data table.
4. How do I compare multiple EPS metrics quickly?
- Create a table with different
Year
references (e.g., "lq", "ly", etc.) across columns. This helps track EPS trends over different timelines.
?? Note: Always confirm the correct quarter or year references to get the most accurate EPS data, especially when analyzing trailing or non-standard reporting periods.