Diluted EPS From Tax Loss Carry Forward (Historical) Formula in Excel

This guide explains how to use the Diluted EPS From Tax Loss Carry Forward (Historical) formula in Excel with MarketXLS. This formula helps you quickly retrieve a company's diluted earnings per share (EPS) values impacted by historical tax loss carry forward data, enabling deeper insights into corporate financial analysis and investment decisions.

Understanding Diluted EPS From Tax Loss Carry Forward (Historical)

• Purpose and Use Cases
  The Diluted EPS From Tax Loss Carry Forward (Historical) formula provides a snapshot of a company's diluted EPS figures, factoring in historical tax loss carry forwards. This information is beneficial for:

  • Evaluating the impact of tax strategies on earnings.
  • Comparing historical EPS trends.
  • Conducting fundamental stock analysis.

• Key Benefits

  • Quickly retrieve historical diluted EPS data for multiple symbols.
  • Combine with other MarketXLS formulas for comprehensive financial modeling.
  • Enhance your valuation models by incorporating tax loss effects.

• When to Use
  Use this formula when analyzing historical EPS while considering the effect of previously accumulated tax loss offsets, especially important for long-term investment strategies and fundamental analysis.

Syntax and Parameters

=hf_Diluted_EPS_from_Tax_Loss_Carry_Forward(symbol, year, [quarter], [TTM])

Return Value
Returns a numeric value representing the company’s diluted EPS, factoring in any gains or losses tied to historical tax loss carry forwards. If no valid data is found, or if your license does not support the function, the formula returns "NA".

?? Note: Make sure you have a valid MarketXLS subscription that covers this function. Otherwise, you may receive an "NA" result.

? Pro Tip: When analyzing multiple symbols, consider using Excel’s array formulas or copy the formula across rows to streamline your workflow.

Examples and Usage

Below are some practical ways to use the Diluted EPS From Tax Loss Carry Forward (Historical) formula. Keep in mind you can reference dates in various ways:

1. Using a cell reference:

   =hf_Diluted_EPS_from_Tax_Loss_Carry_Forward(A1, 2022)

2. Using a direct date-like input (if applicable to year logic):

   =hf_Diluted_EPS_from_Tax_Loss_Carry_Forward("MSFT", "2024-03-15")

3. Using Excel date functions:

   =hf_Diluted_EPS_from_Tax_Loss_Carry_Forward("MSFT", TEXT(A1,"yyyy-mm-dd"))

• Basic Example

  =hf_Diluted_EPS_from_Tax_Loss_Carry_Forward("MSFT", 2022)

  Retrieves the diluted EPS from tax loss carry forward for Microsoft in 2022, defaulting to quarter 1.

• Quarter-Specific Example

  =hf_Diluted_EPS_from_Tax_Loss_Carry_Forward("MSFT", 2022, 2)

  Retrieves the data specifically for quarter 2 of 2022.

• Trailing Twelve Months (TTM) Example

  =hf_Diluted_EPS_from_Tax_Loss_Carry_Forward("MSFT", 2022, 3, "TTM")

  Retrieves the trailing twelve months value as of quarter 3, 2022.

• Using Special Shortcuts

  =hf_Diluted_EPS_from_Tax_Loss_Carry_Forward("MSFT", "lq")

  Returns the value for the last reported quarter.

  =hf_Diluted_EPS_from_Tax_Loss_Carry_Forward("MSFT", "ly-1")

  Returns the value for one year before the last reported year.

Common Questions

1. What if the formula returns "NA"?

   • Ensure the symbol is valid (e.g., "MSFT").
   • Verify your MarketXLS license is active and covers fundamental data.
   • Double-check the parameters are entered correctly.

2. How do I improve performance when pulling data for many symbols?

   • Use fewer formulas in one sheet or utilize array formulas.
   • Refresh data in batches rather than cell-by-cell.
   • Consider caching results in another sheet.

3. Can I use this function for non-U.S. equities or crypto?

   • Yes, just ensure MarketXLS supports that exchange or asset type. For example:
     • Index: =hf_Diluted_EPS_from_Tax_Loss_Carry_Forward("^SPX", 2022)
     • Crypto: =hf_Diluted_EPS_from_Tax_Loss_Carry_Forward("BTCUSD:DEFAULT", "ly")

4. Does the formula work with different date formats?

   • Yes, you can pass a date as a string, a cell reference, or an Excel date function. The function will interpret and convert these into the needed year or period internally where applicable.

By leveraging the Diluted EPS From Tax Loss Carry Forward (Historical) formula in Excel with MarketXLS, you streamline the analysis of a company's true earnings performance after factoring in historical tax considerations.