DividendPerShareFiveYearCAGR: Analyze 5-Year Dividend Growth at a Glance

The DividendPerShareFiveYearCAGR function provides a convenient way to measure a company's five-year compounded annual growth rate (CAGR) for its dividend per share directly in Excel using MarketXLS. By calling live or cached data, this function quickly returns a rate that helps you judge dividend consistency and growth potential—critical for investors focusing on dividend-paying stocks. Whether you’re comparing companies or evaluating trends in your own holdings, this function offers a clear window into dividend performance over multiple years.

Why Use This Function?

• Track Dividend Growth: Quickly determine how a company’s dividends have grown annually over the past five years.
• Long-Term Insights: Ideal for gauging reinvestment strategies or income stability in dividend-focused portfolios.
• Convenient Excel Integration: Pull real-time or cached data into spreadsheet models without manually calculating growth rates.
• Rapid Comparisons: Evaluate dividend growth across multiple symbols in a standardized format.

How to Use in Excel

=DividendPerShareFiveYearCAGR(Symbol)

1. In any Excel cell, type “=DividendPerShareFiveYearCAGR(” and then the ticker symbol in quotes (e.g., “MSFT”).
2. Press Enter. MarketXLS will retrieve Dividend Per Share data and calculate the five-year CAGR for you.
3. If data is being refreshed or becomes unavailable, the function may return “Refreshing” or “NA.”

Parameters Explained

• Only one parameter (Symbol) is required.
• The function automatically looks up the relevant data for that symbol.
• Invalid or unlisted symbols will return “NA.”
• If your license is not valid or refreshing, the function might return “NA” or “Refreshing.”

Example Usage

Basic Examples

1. Single Cell Usage
   Type the following into an Excel cell:
   =DividendPerShareFiveYearCAGR("MSFT")
   This returns Microsoft’s five-year CAGR for dividends per share, helping you see if its dividend growth is accelerating or decelerating.

2. Using a Cell Reference
   Suppose cell A1 contains the text “AAPL.” In another cell, enter:
   =DividendPerShareFiveYearCAGR(A1)
   This calculates the 5-year dividend growth rate for Apple. Changing A1 to any other US stock ticker instantly refreshes the CAGR result.

3. Comparing Multiple Companies
   In a table of tickers (e.g., row headers in column A), references may be created to quickly compare multiple 5-year dividend growth rates across different companies in column B.

Advanced Scenarios

1. Conditional Analysis with Other Formulas
   Use an IF statement to highlight companies with a negative 5-year dividend growth:
   =IF(DividendPerShareFiveYearCAGR(A1)<0,"Dividend Growth Decline","Dividend Growth Increase")

2. Long-Term Strategic Outlook
   Combine this function with MarketXLS’s other data pulls (e.g., revenue or earnings growth) to get a holistic view of a firm’s future outlook and the reliability of its dividend policy.

3. Data Refresh Handling
   In certain situations (e.g., a large dataset refresh), the function may return “Refreshing” temporarily. This indicates that the data is queued and will update automatically.

Common Questions and Troubleshooting

1. Why do I get “NA” instead of a number?

   • The Symbol is invalid or not recognized by MarketXLS.
   • The function could not fetch valid data for the ticker (the company may not pay dividends or historical data is unavailable).
   • Your MarketXLS license may be expired or invalid.

2. Why do I sometimes see “Refreshing”?

   • The data might temporarily be in a waitlist if many requests are made simultaneously. The value should populate once fresh data is retrieved.

3. Does it work with non-US or lesser-known tickers?

   • MarketXLS primarily supports major US exchanges. Some international or OTC tickers might return “NA” if data is not available.

4. How do I confirm the function is correct?

   • Cross-check the value by manually computing the 5-year CAGR using historical dividend data or other MarketXLS metrics.

Whether you are performing in-depth portfolio analysis or simply want a quick check on dividend stability, DividendPerShareFiveYearCAGR in Excel with MarketXLS gives you a powerful, easy-to-use tool for capturing long-term dividend trends at a glance. Leverage it alongside other MarketXLS functions to build a robust real-time dashboard of financial health indicators for the companies in your watchlist or portfolio.