MarketXLS

Earnings Per Basic Share (Historical)

Returns the historical basic earnings per share (EPS) for a company. Basic EPS is calculated using the weighted average number of common shares outstanding, without considering dilutive securities.

Parameters

Parameter Required Description
Symbol Yes Stock ticker symbol (e.g., AAPL, MSFT)
Year Yes Fiscal year (2023) or period code (lq, ly)
Quarter No Quarter number 1-4 (default: 1)
TTM No Set to "TTM" for trailing twelve months

Period Codes

Code Description
lq Last reported quarter
lq-1 One quarter ago
ly Last fiscal year
ly-1 Previous fiscal year
lt Last twelve months (TTM)

Notes

  • Basic EPS excludes dilutive effects from options, warrants, convertibles
  • Reported in company's local currency
  • For USD-converted EPS, use hf_Earnings_per_Basic_Share_USD()
  • Formula: Net Income to Common / Weighted Average Basic Shares

Syntax

=hf_Earnings_per_Basic_Share(Symbol, Year, [Quarter], [TTM])
Excel Desktop (Windows)

Parameters

symbolstringRequired

Stock ticker symbol

yearstringRequired

Fiscal year or period code (e.g., 2023, lq, ly)

quarterstring

Calendar quarter (1-4)

TTMstring

Set to 'TTM' for trailing twelve months

Returns

number

Earnings per basic share

Examples

=hf_Earnings_per_Basic_Share("AAPL", 2023, 4)
Q4 2023 basic EPS
=hf_Earnings_per_Basic_Share("MSFT", "ly")
Last fiscal year
=hf_Earnings_per_Basic_Share("GOOGL", 2023, , "TTM")
Trailing 12 months
=hf_Earnings_per_Basic_Share(A1, B1, C1)
From cell references
=hf_Earnings_per_Basic_Share("NVDA", "lq-1")
One quarter ago

When to Use

  • Analyzing historical EPS trends
  • Computing P/E ratios for specific periods
  • Comparing quarterly earnings performance
  • Building earnings growth models
  • Historical fundamental analysis

When NOT to Use

Scenario Use Instead
Need diluted EPS hf_Earnings_per_Diluted_Share()
Need current TTM EPS EarningsPerShare()
Need EPS in USD hf_Earnings_per_Basic_Share_USD()
Need total net income hf_Net_Income_Common_Stock_USD()

Common Issues & FAQ

What's the difference between basic and diluted EPS?

Basic EPS uses actual shares outstanding. Diluted EPS includes potential shares from options, warrants, and convertibles, giving a more conservative view.

Why is my EPS different from what's reported?

Check the quarter/year parameters. Also verify if you need annual (omit quarter) vs quarterly data.

How do I calculate annual EPS from quarterly?

Use the TTM parameter or sum individual quarters. Annual EPS is not simply 4x one quarter's EPS.

Excel Templates Using Earnings Per Basic Share (Historical)

These ready-made MarketXLS templates call hf_Earnings_per_Basic_Share() in their worksheet formulas. Open one to see the function working inside a complete model.

Related Formulas

More MarketXLS Historical Fundamentals formulas you can use in the same worksheet:

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