Earnings Per Diluted Share (Historical) Formula in Excel

Earnings Per Diluted Share (Historical) is a powerful Excel formula offered by MarketXLS that helps you quickly retrieve a company’s diluted earnings per share value for a specified historical period. By leveraging this function, investors and analysts can:

• Compare earnings performance over different time frames
• Evaluate a company’s profitability
• Make informed investment decisions

Using the Earnings Per Diluted Share (Historical) formula in Excel streamlines your analysis of historical EPS trends, contributing to better financial modeling and strategic planning.

Understanding Earnings Per Diluted Share (Historical)

Purpose and Use Cases

• Retrieve historical diluted EPS values for fundamental analysis.
• Ideal for time-series comparison of earnings.
• Gain insights into how market events and company-specific developments affect shareholder value.

Key Benefits

• Quick data extraction directly in Excel, saving time.
• Flexible period selection (annual, quarterly, trailing twelve months).
• Easily integrates with other MarketXLS functions for comprehensive analysis.

When to Use

Use this formula when you need to:

• Assess long-term earnings trends.
• Perform year-over-year or quarter-over-quarter EPS comparisons.
• Analyze the profitability of different companies over historical periods.

Syntax and Parameters

=hf_Earnings_per_Diluted_Share(Symbol, year, [quarter], [TTM])

Return Value Details

• Returns a numeric value representing the company’s diluted EPS for the specified period.
• If data is unavailable or an invalid parameter is provided, the function returns "NA".

?? Note: Access to historical fundamentals may require a specific MarketXLS subscription plan.

Examples and Usage

Below are some practical ways to use the function:

1. Retrieve the annual historical EPS:

   =hf_Earnings_per_Diluted_Share("MSFT", 2022)

   Returns MSFT’s diluted EPS for the year 2022.

2. Specify a quarter:

   =hf_Earnings_per_Diluted_Share("MSFT", 2022, 2)

   Returns MSFT’s diluted EPS for Q2 of 2022.

3. Use TTM for trailing twelve months:

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

   Returns MSFT’s trailing twelve months diluted EPS from Q3 of 2022.

4. Relative quarter notation (last quarter):

   =hf_Earnings_per_Diluted_Share("MSFT", "lq")

   Returns MSFT’s diluted EPS for the last reported quarter.

? Pro Tip: You can reference a cell for the Symbol or year, or directly use date examples like:
• =hf_Earnings_per_Diluted_Share(A1, B1)
• =hf_Earnings_per_Diluted_Share("MSFT", "2022")
• =hf_Earnings_per_Diluted_Share(TEXT(A1,"yyyy"), TEXT(A1,"q")) (if quarters are in another cell)

Performance Considerations:

• If you are retrieving multiple symbols or time periods, use batching or limit recalculations to improve performance.
• Data retrieval speed depends on your internet connection and subscription plan.

Common Questions

1. Why am I getting “NA” as a result?

• The ticker or parameters may be invalid, or the data is not available for the specified period.
• Check if your subscription plan supports historical fundamental data.

2. Does the formula work for international symbols or crypto?

• Yes, MarketXLS supports many global symbols, including indices and crypto (e.g., “BTCUSD:DEFAULT”), subject to subscription plans and available data.

3. How do I handle errors or missing data?

• The function automatically returns "NA" if data is unavailable. Verify symbols and parameters are correct.
• Ensure you have an active internet connection.

4. Can I use Excel date functions to specify the period?

• Yes. You can reference cells containing years or quarters, or use Excel date functions by converting dates into the required format (year, quarter).

?? Note: This function is part of the MarketXLS historical fundamentals suite. Ensure you have an active subscription to access full functionality.

• For more details, visit the MarketXLS Knowledge Base.

Related Functions

• Revenue (Historical): Retrieve a company’s total revenue for a specified historical period.
• Cost Of Revenue (Historical): Get the total cost of revenue over a defined timeframe.
• Gross Profit (Historical): Analyze gross profit trends historically.
• R & D Expenses (Historical): Track research and development spending.
• Selling General and Administrative Expense (Historical): Fetch SG&A-related expenses over time.