Diluted EPS From Total Operations Year To Date (Historical) Formula in Excel

Investors and analysts often require quick access to a company’s diluted Earnings Per Share (EPS) from year-to-date (YTD) total operations for informed decision-making. With the MarketXLS “Diluted EPS From Total Operations Year To Date (Historical)” formula, you can retrieve this key metric in Excel to streamline your fundamental analysis efficiently.

Understanding Diluted EPS From Total Operations Year To Date (Historical)

• Purpose and Use Cases
  The “Diluted EPS From Total Operations Year To Date (Historical)” formula returns the company’s diluted EPS from closed and continuous operations from the beginning of the fiscal period up to a specific date or quarter.

  • Helps evaluate YTD profitability per share.
  • Useful for trending EPS performance over multiple periods.

• Key Benefits

  • Instant retrieval of historical diluted EPS data directly in Excel.
  • Stay updated on a company’s earnings performance across fiscal quarters and years.
  • Integrates seamlessly with other MarketXLS analytics.

• When to Use

  • Analyzing quarterly or full-year performance trends.
  • Building financial models requiring accurate EPS figures.
  • Comparing a company’s performance across multiple historical periods.

Syntax and Parameters

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

Return Value:
• Returns a numeric value representing the diluted EPS from total operations YTD for the selected year/quarter.
• Returns "NA" if the symbol is invalid, subscription is not valid, or if the data is not available.

Examples and Usage

Below are some common ways to use this function in Excel. Simply type any of these formulas into a cell:

1. Retrieve YTD diluted EPS for a specific year:
   » =hf_Diluted_EPS_from_Total_Operations_Year_to_Date("MSFT", "2022")

2. Specify a particular quarter (e.g., quarter 2) within a given year:
   » =hf_Diluted_EPS_from_Total_Operations_Year_to_Date("MSFT", "2022", "2")

3. Pull the trailing 12 months (TTM) data from a specific quarter of a given year:
   » =hf_Diluted_EPS_from_Total_Operations_Year_to_Date("MSFT", "2022", "3", "TTM")

4. Fetch the last quarter data using shorthand "lq":
   » =hf_Diluted_EPS_from_Total_Operations_Year_to_Date("MSFT", "lq")

5. Get last year data using shorthand "ly", offset by 1 year with "ly-1", or last 12 months with "lt":
   » =hf_Diluted_EPS_from_Total_Operations_Year_to_Date("MSFT", "ly")
   » =hf_Diluted_EPS_from_Total_Operations_Year_to_Date("MSFT", "ly-1")
   » =hf_Diluted_EPS_from_Total_Operations_Year_to_Date("MSFT", "lt")

?? Note: If you receive "NA", it may indicate an invalid symbol, lack of coverage for that particular symbol, or an issue with your MarketXLS subscription plan.

? Pro Tip: Combine with other MarketXLS historical fundamental formulas (like Revenue (Historical), Cost Of Revenue (Historical), Gross Profit (Historical), etc.) to build comprehensive financial models in Excel.

Common Questions

Why am I getting “NA” as a result?

• Ensure that the ticker symbol is valid and supported (e.g., "MSFT" or "^SPX").
• Check if your MarketXLS subscription covers the fundamental data for that symbol.
• Verify syntax and parameter values (year, quarter, etc.).

Can I use this formula for TTM calculations?

• Yes, simply add the "TTM" string in the fourth parameter to retrieve trailing 12 months data from the specified quarter.

Are there any performance considerations?

• MarketXLS formulas retrieve data from external feeds; network connectivity and data provider response times can affect formula performance.
• Minimize the number of calls if you work with large Excel files.

Can I reference cells for the parameters?

• Absolutely. For instance, if cell A1 contains the symbol and cell B1 contains the year, you can use:
  » =hf_Diluted_EPS_from_Total_Operations_Year_to_Date(A1, B1)

Special Cases and Limitations

• If the function cannot locate valid year-to-date accounting data, it will return “NA.”
• Some symbols (like certain crypto or international tickers) may have limited fundamental coverage.

Use the “Diluted EPS From Total Operations Year To Date (Historical)” formula to stay on top of a company’s performance and make data-driven investment decisions right in your Excel worksheets.