Earnings per Basic Share USD (Historical) Formula in Excel
Understanding Earnings per Basic Share USD (Historical)
The Earnings per Basic Share USD (Historical) formula in Excel with MarketXLS allows you to track a company's core performance over time. By returning the company's earnings per basic share (denominated in USD) for historical periods, you can:
- Evaluate historical profitability trends.
- Compare earnings across different timeframes (annually, quarterly, or trailing twelve months).
- Make informed investment and valuation decisions using Excel-based analysis.
? Pro Tip: Use this function to compare EPS for multiple stocks side-by-side and quickly visualize earnings trends in your Excel dashboards.
Syntax and Parameters
Syntax
=hf_Earnings_per_Basic_Share_USD(Symbol, Year, [Quarter], [TTM])
Parameters
Parameter | Description | Required | Example |
---|---|---|---|
Symbol | The stock or asset symbol. Supports equities, indices, options, and crypto. | Yes | "MSFT" or "^SPX" |
Year | The year to retrieve data for. Special inputs include "lq", "ly", "lt", and offsets like "lq-1". | Yes | 2022 |
Quarter | The calendar quarter (1–4). Can be left blank. Special inputs include "TTM" to indicate trailing data. | No | 2 |
TTM | Use "TTM" if you want trailing twelve months data for the given year and quarter (optional). | No | "TTM" |
Return Value
• Returns the historical basic earnings per share (in USD) for the specified period.
• If data is not available or an error occurs, returns "NA".
Special Cases and Limitations
- If you have not subscribed to the required MarketXLS historical fundamentals data plan, the formula returns a message prompting subscription.
- For offsets (e.g., "lq-1"), the formula dynamically calculates a period relative to the last quarter or last year.
- Symbol validation:
- Equities: "MSFT"
- Indices: "^SPX"
- Options: "@MSFT 110122C00020000"
- Crypto: "BTCUSD:DEFAULT"
Error Handling
- If the symbol is invalid or not found, the function returns "NA".
- If the user license is not valid, the function returns an appropriate error message.
Performance Considerations
- The function fetches data through MarketXLS APIs. A stable internet connection improves performance.
- Using offsets like "lq-1" or "ly-1" might involve additional computation but remains efficient for typical use.
Examples and Usage
Below are various ways to use the formula in Excel. Simply enter the following in any cell:
-
Yearly EPS:
=hf_Earnings_per_Basic_Share_USD("MSFT", 2022)
Returns the EPS for Microsoft in 2022.
-
Quarterly EPS:
=hf_Earnings_per_Basic_Share_USD("MSFT", 2022, 2)
Returns the EPS for Microsoft in 2022 for the second quarter.
-
TTM (Trailing Twelve Months):
=hf_Earnings_per_Basic_Share_USD("MSFT", 2022, 3, "TTM")
Returns the trailing twelve months EPS for Microsoft ending in the third quarter of 2022.
-
Last Quarter (Quick Access):
=hf_Earnings_per_Basic_Share_USD("MSFT","lq")
Returns the most recent quarter’s EPS for Microsoft.
-
Previous Offsets:
=hf_Earnings_per_Basic_Share_USD("MSFT","lq-1")
Returns the EPS for the quarter before the last reported quarter.
?? Note: For direct dates, you can reference them or format them if needed, but typically this function expects the year (e.g., 2022) or special offsets like "lq", "ly".
Common Questions
-
Can I use a cell reference for the Symbol or Year?
Yes. For example, if cell A1 has "MSFT", then:=hf_Earnings_per_Basic_Share_USD(A1, 2022)
-
How do I compare EPS for multiple quarters in one sheet?
- Create a table with each quarter in separate columns.
- Use this formula for each column/quarter.
- This lets you compare historical results side-by-side.
-
What if I see "NA" for specific periods?
- The specified period’s data may be unavailable or not released.
- Double-check the symbol and any subscription requirements.
-
Is there any delay in data updates?
MarketXLS updates data regularly. However, fundamentals may have reporting delays based on the company's filing schedule.
? Pro Tip: Combine this function with other historical fundamentals, like
hf_Revenue_USD
orhf_Gross_Profit_USD
, to build comprehensive valuation models in Excel.
Looking for more historical fundamental metrics? Try these related functions:
- Revenue (Historical)
- Cost Of Revenue (Historical)
- Gross Profit (Historical)
- R & D Expenses (Historical)
- Selling General and Administrative Expense (Historical)