Diluted EPS Total (Historical) Formula in Excel

Understanding Diluted EPS Total (Historical)

The Diluted EPS Total (Historical) formula calculates the company's historical diluted earnings per share. This metric includes the impact of convertible securities (such as bonds or stock options), offering a more conservative measure of per-share earnings.

• Purpose and Use Cases
  • Evaluate a firm's period-over-period earnings performance.
  • Compare different companies on a more conservative basis.
  • Assess the effect of convertible securities on shareholders' potential earnings.
• Key Benefits
  • Provides a more accurate measure of true earnings per share.
  • Helps investors and analysts gauge potential dilution impact.
• When to Use
  • When analyzing a company’s historical earnings trend.
  • For quarter-by-quarter or annual fundamental analysis.

Syntax and Parameters

=hf_Diluted_EPS_Total(Symbol, Year, [Quarter], [TTM])

Return Value
Returns a numeric value representing the company’s historical Diluted EPS for the specified period. If the symbol is invalid or the data is unavailable, the formula returns "NA".

?? Note: Ensure you have a valid MarketXLS license that supports historical fundamentals. Otherwise, the formula may return "NA".

Examples and Usage

Below are common ways to use the hf_Diluted_EPS_Total formula:

1. Yearly EPS:

   =hf_Diluted_EPS_Total("MSFT", "2022")

   Returns the Diluted EPS for Microsoft in the year 2022.

2. Quarter-Specific EPS:

   =hf_Diluted_EPS_Total("MSFT", "2022", 2)

   Returns the Diluted EPS for Microsoft in Q2 of 2022.

3. Trailing Twelve Months (TTM):

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

   Returns the TTM value for Microsoft as of Q3 2022.

4. Last Quarter or Last Year Usage:

   =hf_Diluted_EPS_Total("MSFT", "lq")
   =hf_Diluted_EPS_Total("MSFT", "ly")

   • "lq" indicates last quarter.
   • "ly" indicates last year.

5. Handling Date Inputs (if referencing a cell-based date):

   • Using a cell reference for the year (e.g., A1 contains a date "2024-03-15"):

     =hf_Diluted_EPS_Total("MSFT", TEXT(A1,"yyyy"))

   • Direct date (less common since this formula uses a year parameter, but shown for completeness):

     =hf_Diluted_EPS_Total("MSFT", TEXT("2024-03-15","yyyy"))

   • Excel date functions:

     =hf_Diluted_EPS_Total("MSFT", TEXT(TODAY(),"yyyy"))

? Pro Tip: When analyzing multiple stocks or quarters, use cell references for the Symbol, Year, or Quarter to quickly update your sheet without editing each formula individually.

Common Questions

1. What happens if I pass an invalid symbol or a symbol not covered by MarketXLS?

If the symbol is not recognized or is not licensed under your subscription, the function returns "NA".

2. Can I use this formula for indices, options, or crypto?

Yes, you can pass index symbols like ^SPX, option symbols like @MSFT 110122C00020000, or crypto pairs like "BTCUSD:DEFAULT" for those supported by MarketXLS.

3. Why am I getting "NA" for some quarters?

Some companies may not have quarterly reporting, or certain data may not be available if you are not on a suitable plan. Confirm that the quarter is valid and your license covers historical fundamentals.

4. Are there performance considerations if I pull data for many symbols at once?

Yes. Because each function call queries MarketXLS data, large spreadsheets with many calls can be slower. Try batching symbols or using fewer formulas if performance is a concern.

5. Does the formula automatically adjust for stock splits or other corporate actions?

MarketXLS fundamentals data generally accounts for stock splits. For detailed specifics on corporate actions, verify the data on MarketXLS’s knowledge base or consult official filings.

?? Note: Always ensure your MarketXLS add-in is up to date to avoid potential discrepancies in fundamental data.

Use the Diluted EPS Total (Historical) formula to get a clear view of a company’s historical earnings per share when factoring in all possible dilutive securities, aiding in comprehensive financial analysis.