Retrieve the Next Forward Year's Current EPS Estimate

The EarningsEstimates_consensusEpsEstimatesTrends_currentEst_fr1_monthYear function provides month-year details of a company’s consensus EPS estimate for the next forward year. With MarketXLS, you can seamlessly include forward-looking earnings data in your Excel worksheets, helping you conduct deeper fundamental analysis and make more informed trading decisions.

Why Use This Function?

• Get the month-year period for the forward EPS estimate, valuable for forecasting and planning.
• Streamline your analysis by combining real-time data with Excel's native features.
• Understand when future EPS estimates apply to help plan trades around key fiscal periods.
• Seamless integration into your existing valuation or forecasting models.
• Quickly compare the forward month-year estimates for multiple symbols to spot potential opportunities.

How to Use in Excel

=EarningsEstimates_consensusEpsEstimatesTrends_currentEst_fr1_monthYear("SYMBOL")

1. Enter “=EarningsEstimates_consensusEpsEstimatesTrends_currentEst_fr1_monthYear(” in a cell.
2. In quotes, type the ticker symbol of the company you want to analyze (e.g., "AAPL").
3. Press Enter.
4. Excel will retrieve the month-year data for that company's next forward EPS estimate.

MarketXLS handles the behind-the-scenes API calls, caching, and data refresh for you. If the add-in is refreshing or if the symbol is invalid, the function can return "Refreshing" or "NA" respectively.

Parameters Explained

• This function retrieves the month-year portion of the next forward EPS estimate.
• If you enter an unrecognized symbol or if there is no data available, you will see "NA" as the result.
• During data refresh, MarketXLS might return "Refreshing" temporarily.

Example Usage

Basic Examples

1. =EarningsEstimates_consensusEpsEstimatesTrends_currentEst_fr1_monthYear("AAPL")
   • Displays Apple’s next forward EPS estimate month-year.
   • A quick reference for the expected time period of the future EPS.

2. =EarningsEstimates_consensusEpsEstimatesTrends_currentEst_fr1_monthYear("MSFT")
   • Shows Microsoft’s forward EPS estimate time frame.
   • Useful for comparing different time horizons if analyzing multiple stocks side by side.

3. =EarningsEstimates_consensusEpsEstimatesTrends_currentEst_fr1_monthYear("TSLA")
   • Retrieves the relevant month-year EPS estimate for Tesla.

Advanced Scenarios

• Combine with other MarketXLS earnings estimate functions to create a dashboard of multiple forward EPS data points (e.g., 1-year forward vs. 2-year forward) for portfolio comparison.
• Integrate with Excel’s charting to visualize how each stock’s future EPS timeframe lines up.
• Use the month-year period from this function to prepare an event calendar that highlights the exact forward EPS intervals for different companies and incorporate it into your trading approach or fundamental analysis templates.

Common Questions and Troubleshooting

• “Why do I get 'NA'?”

• This can happen if the ticker symbol is invalid, if data is not available, or your license check fails. Confirm the symbol is listed on a major exchange and your MarketXLS license is active.

• “What if my data says 'Refreshing'?”

• It means MarketXLS is currently updating data. Wait a moment, then re-check your cell to see if it updates.

• “Can I use references to other cells for the Symbol?”

• Yes. You can point to a cell containing the stock symbol, e.g., =EarningsEstimates_consensusEpsEstimatesTrends_currentEst_fr1_monthYear(A2).

• “Is the function only applicable to US markets?”

• Mainly US tickers are supported, but coverage may vary. Always confirm if your desired symbols are included.

Leverage this function to stay current on each stock’s forward EPS schedule, integrate it into your Excel financial models, and enhance your overall market analysis with minimal effort. By focusing on these future estimates, you can spot valuation points and time your trading around important earnings announcements more effectively.