5-Year EPS Growth Rate
Returns the consensus analyst estimate for projected earnings per share (EPS) growth rate over the next 5 years. This is a forward-looking metric representing the annualized growth rate analysts expect the company's EPS to achieve.
How It Works
The value represents the compound annual growth rate (CAGR) analysts project for EPS over the next 5 years. A value of 0.13 means analysts expect 13% annualized EPS growth.
Return Value
| Value | Meaning |
|---|---|
| 0.13 | 13% projected annual EPS growth |
| 0.05 | 5% projected annual EPS growth |
| -0.02 | -2% projected annual EPS decline |
Notes
- Based on consensus of multiple analyst estimates
- Forward-looking projection, not historical data
- Value is expressed as a decimal (0.13 = 13%)
- May return NA for companies with insufficient analyst coverage
Syntax
=EPSGrowth5Y(Symbol)Examples
=EPSGrowth5Y("AAPL")=EPSGrowth5Y("MSFT")=EPSGrowth5Y("TSLA")=EPSGrowth5Y(A1)=EPSGrowth5Y("GOOGL")*100When to Use
- Long-term growth analysis and stock screening
- Comparing growth expectations across companies
- Valuation models requiring growth rate inputs
- Identifying high-growth vs value stocks
- Portfolio construction based on growth expectations
When NOT to Use
| Scenario | Use Instead |
|---|---|
| Need historical EPS growth | hf_Earning_Per_Share_Diluted() with year comparison |
| Need current quarter estimate | EPSEstimateCQ() |
| Need next year estimate | EPSEstimateNY() |
| Need actual reported EPS | EPSActual() |
| Need quarterly earnings growth | QuarterlyEarningsGrowthYOY() |
Common Issues & FAQ
Why is the value 0.13 instead of 13%?
The API returns growth rate as a decimal. Multiply by 100 to get percentage: =EPSGrowth5Y("AAPL")*100
Why am I getting "NA"?
The company may have:
- Insufficient analyst coverage (small caps, newer companies)
- Negative earnings making growth rate undefined
- No analysts providing 5-year estimates
How accurate are these estimates?
These are consensus forecasts from analysts. Actual results may vary significantly. Use as one input among many for analysis.
Excel Templates Using 5-Year EPS Growth Rate
These ready-made MarketXLS templates call EPSGrowth5Y() in their worksheet formulas. Open one to see the function working inside a complete model.
Related Formulas
More MarketXLS Estimates formulas you can use in the same worksheet:
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See EPSGrowth5Y used in a complete workbook: Guide to the Updated Analyst and Earnings Functions
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