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

Examples

=EPSGrowth5Y("AAPL")
Apple's projected 5-year EPS growth
=EPSGrowth5Y("MSFT")
Microsoft's projected 5-year EPS growth
=EPSGrowth5Y("TSLA")
Tesla's projected 5-year EPS growth
=EPSGrowth5Y(A1)
Symbol from cell reference
=EPSGrowth5Y("GOOGL")*100
Convert to percentage (e.g., 13%)

When 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

Q: Why is the value 0.13 instead of 13%? A: The API returns growth rate as a decimal. Multiply by 100 to get percentage: =EPSGrowth5Y("AAPL")*100

Q: Why am I getting "NA"? A: The company may have:

  • Insufficient analyst coverage (small caps, newer companies)
  • Negative earnings making growth rate undefined
  • No analysts providing 5-year estimates

Q: How accurate are these estimates? A: These are consensus forecasts from analysts. Actual results may vary significantly. Use as one input among many for analysis.

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MarketXLS Excel Add-in Tutorial - How to Use 5-Year EPS Growth Rate and Other Financial Formulas
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