Basic EPS From Tax Loss Carry Forward (Historical) Formula in Excel
Looking for an easy way to retrieve a company’s earnings per share derived from tax loss carryforwards in Excel? The “Basic EPS From Tax Loss Carry Forward (Historical)” formula in Excel with MarketXLS lets you seamlessly pull this crucial metric. In this guide, we’ll walk through how it works, why it’s beneficial, and how to use it effectively.
Understanding Basic EPS From Tax Loss Carry Forward (Historical)
The Basic EPS From Tax Loss Carry Forward (Historical) formula:
- Provides historical earnings-per-share data tied to tax loss carryforwards.
- Helps investors and analysts understand the impact of accumulated tax losses on a company’s per-share earnings.
- Offers insight into a firm's profitability trajectory, especially when comparing different quarters and years.
Use this function when you need:
- Historical EPS information reflecting the effect of tax loss carryforwards.
- To compare annual or quarterly performance.
- To quickly retrieve consistent data for modeling or financial statement analysis.
Syntax and Parameters
Use the function in Excel as shown below:
=hf_Basic_EPS_from_Tax_Loss_Carry_Forward(Symbol, Year, [Quarter], [TTM])
Parameter | Description | Required | Example |
---|---|---|---|
Symbol | The ticker symbol, index, option, or crypto pair. | Yes | "MSFT", "^SPX", "@MSFT 110122C00020000", "BTCUSD:DEFAULT" |
Year | The year for which you want the EPS data. | Yes | "2023", "ly", "ly-1", "lq", "lq-1", "lt" |
Quarter | The quarter number (1, 2, 3, 4). Defaults to "1" if omitted. | No | "2" |
TTM | Set to "TTM" to return trailing twelve-month data for the specified timeframe. | No | "TTM" |
?? Note: If the symbol is invalid or the request cannot be completed, the formula returns "NA."
Return Value:
This function returns the numeric figure for Basic EPS from tax loss carryforwards. If the data is not available or invalid parameters are passed, it returns "NA."
Examples and Usage
Below are some ways to call the function directly in Excel cells:
- Retrieve EPS for a year:
=hf_Basic_EPS_from_Tax_Loss_Carry_Forward("MSFT","2022")
- Retrieve EPS for a specific quarter in a year:
=hf_Basic_EPS_from_Tax_Loss_Carry_Forward("MSFT","2022",2)
- Retrieve trailing twelve-month EPS from tax loss carryforwards:
=hf_Basic_EPS_from_Tax_Loss_Carry_Forward("MSFT","2022",3,"TTM")
- Use “Last Quarter” (lq) shorthand:
=hf_Basic_EPS_from_Tax_Loss_Carry_Forward("MSFT","lq")
- Retrieve data for symbolic references (like indices or crypto):
=hf_Basic_EPS_from_Tax_Loss_Carry_Forward("^SPX","2021",4) =hf_Basic_EPS_from_Tax_Loss_Carry_Forward("BTCUSD:DEFAULT","lq-1")
? Pro Tip: You can reference cells for these parameters. For instance, if cell A2 contains "MSFT" and cell B2 contains "2022", use:
=hf_Basic_EPS_from_Tax_Loss_Carry_Forward(A2,B2)
Common Questions
1. What if my subscription to MarketXLS is not valid?
If your license is not valid, the function will return an error message or "NA." Ensure you have the proper plan to access historical data.
2. Why am I getting “NA” for a valid symbol?
Occasionally, data might not be available for a specific timeframe or symbol. Double-check your parameters and symbol format. Also ensure the company has reported data for that period.
3. How does performance affect my calculations?
The function pulls data via MarketXLS APIs in real-time. Normally, performance is quick, but it can depend on your internet speed and MarketXLS load at the time.
4. What other related functions can I use?
- Revenue (Historical)
- Cost Of Revenue (Historical)
- Gross Profit (Historical)
- R & D Expenses (Historical)
- Selling General and Administrative Expense (Historical)
These functions expand your analysis by retrieving additional historical fundamentals.
?? Note: Always ensure that any date or year parameters correlate to actual reported data for the symbol. For certain companies or instruments, some periods might not have published figures.
By leveraging the Basic EPS From Tax Loss Carry Forward (Historical) formula in Excel, you gain quick, reliable insight into the nuances of a company’s taxed earnings performance, streamlining your analytical workflow with MarketXLS.