Basic EPS From Total Operations (Historical) Formula in Excel
Investors and analysts often need to review a company's historical earnings per share (EPS) to measure its profitability trends. With MarketXLS, the Basic EPS From Total Operations (Historical) formula provides quick access to EPS data from all operations, including discontinued operations, extraordinary items, and major accounting changes. This Excel function helps users make informed decisions based on key historical data.
Understanding Basic EPS From Total Operations (Historical)
- Purpose: Retrieves the adjusted EPS, encompassing both continuing and discontinued operations.
- Use Cases:
- Evaluate year-over-year or quarter-over-quarter profitability.
- Compare EPS trends over multiple reporting periods for fundamental analysis.
- Integrate EPS data into detailed financial models.
- Key Benefits:
- Enables quick retrieval of comprehensive EPS values.
- Simplifies historical data analysis in Excel.
- Reduces time spent on manual data collection.
Syntax and Parameters
Use the hf_Basic_EPS_from_Total_Operations
function directly in an Excel cell to get historical EPS data:
=hf_Basic_EPS_from_Total_Operations(Symbol, Year, [Quarter], [TTM])
Parameter | Description | Required | Example |
---|---|---|---|
Symbol | The stock ticker or symbol you want to query. Accepts stocks (e.g. "MSFT"), indices (e.g. "^SPX"), options (e.g. "@MSFT 110122C00020000"), cryptos (e.g. "BTCUSD:DEFAULT"). | Yes | "MSFT" |
Year | The fiscal year or relative year marker (e.g. "2022", "ly" for last year, "ly-1" for last year minus one). | Yes | 2022, "ly", "ly-1" |
Quarter | The calendar quarter (1 to 4) or relative quarter marker (e.g. "lq" for last quarter, "lq-1" for the previous quarter). Defaults to "1" if not specified. | No | 2 |
TTM | The trailing twelve months indicator (use "TTM" or leave blank). | No | "TTM" |
Return Value:
• Returns a numeric value representing the historical Basic EPS from Total Operations.
• Returns "NA"
if the symbol is invalid, if your license does not support this function, or if data is unavailable.
?? Note: The function relies on external data. Ensure you have a valid MarketXLS license and a reliable internet connection.
Examples and Usage
Below are examples illustrating how to call this function with different date inputs and symbol formats:
- Using a regular stock symbol for a specific year:
=hf_Basic_EPS_from_Total_Operations("MSFT", 2022)
- Specifying a particular quarter:
=hf_Basic_EPS_from_Total_Operations("MSFT", 2022, 2)
- Including TTM for a trailing twelve months figure:
=hf_Basic_EPS_from_Total_Operations("MSFT", 2022, 3, "TTM")
- Using relative year markers:
=hf_Basic_EPS_from_Total_Operations("MSFT", "ly") =hf_Basic_EPS_from_Total_Operations("MSFT", "ly-1")
- Using last quarter and last quarter minus one:
=hf_Basic_EPS_from_Total_Operations("MSFT", "lq") =hf_Basic_EPS_from_Total_Operations("MSFT", "lq-1")
- Retrieving last 12 months (lt) and previous last 12 months (lt-1):
=hf_Basic_EPS_from_Total_Operations("MSFT", "lt") =hf_Basic_EPS_from_Total_Operations("MSFT", "lt-1")
- Using direct date strings:
=hf_Basic_EPS_from_Total_Operations(TEXT(A1,"yyyy-mm-dd"), TEXT(B1,"yyyy"), 2)
- For indices:
=hf_Basic_EPS_from_Total_Operations("^SPX", 2022)
- For options:
=hf_Basic_EPS_from_Total_Operations("@MSFT 110122C00020000", 2022)
- For crypto:
=hf_Basic_EPS_from_Total_Operations("BTCUSD:DEFAULT", "ly")
? Pro Tip: When referencing dates from a cell, ensure you convert them to a proper text format if necessary (e.g.,
=hf_Basic_EPS_from_Total_Operations("MSFT", TEXT(A1,"yyyy"), 1)
).
Common Questions
-
What if the function returns "NA"?
- Check if the symbol is correct and supported by your MarketXLS subscription. Also, verify that your license is validated.
-
Can I use this function for non-US markets?
- Yes, MarketXLS supports many international symbols. However, coverage may vary depending on exchange and license level.
-
How to improve performance when querying many symbols?
- Minimize the number of real-time calls by organizing your data retrieval. Use batch operations where possible or refresh data at intervals.
-
How do I handle incomplete fiscal years?
- If the data for a specific quarter or trailing period is not yet published, the function may return "NA" until updated information is available.
-
Is the TTM data always up to date?
- TTM data relies on the latest available quarterly filings. MarketXLS updates data as soon as new information is published.
For deeper financial analysis, combine this function with related historical fundamental formulas like Revenue (Historical), Cost Of Revenue (Historical), Gross Profit (Historical), and R & D Expenses (Historical).
?? Note: Data accuracy depends on the availability of financial statements published by the company and third-party market data providers. Always verify critical data points with official filings.