Earnings per share indicator (Historical) Formula in Excel

Understanding Earnings per share indicator (Historical)

The Earnings per share indicator (Historical) formula helps evaluate a company's earnings-per-share trend over different periods. By examining this metric historically, you can:

• Identify growth patterns of a company's earnings per share (EPS).
• Forecast future profitability using past performance.
• Combine it with other ratios for a holistic analysis of company fundamentals.

? Pro Tip: This formula can reveal underlying performance trends that stand apart from one-off earnings data.

Syntax and Parameters

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

Return Value

The function returns a numeric value representing the historical EPS indicator. If the symbol is invalid or data is unavailable, it returns "NA".

Error Handling

• Returns "NA" if an invalid Symbol is used or data is unavailable.
• Returns "NA" if there is any internal error retrieving the data.

?? Note: Always ensure you have a valid MarketXLS subscription because the formula relies on external data from MarketXLS servers.

Examples and Usage

Below are practical examples demonstrating various ways to call the formula:

1. Basic Yearly EPS Indicator

   =hf_Earnings_per_Share_Indicator("MSFT", 2022)

   Returns the historical EPS indicator for Microsoft in the year 2022.

2. Quarterly EPS Indicator

   =hf_Earnings_per_Share_Indicator("MSFT", 2022, 2)

   Retrieves the EPS indicator for Microsoft in Q2 of 2022.

3. Trailing Twelve Months (TTM) EPS

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

   Returns a trailing twelve months EPS indicator as of Q3, 2022.

4. Last Quarter (LQ) EPS

   =hf_Earnings_per_Share_Indicator("MSFT", "lq")

   Fetches the EPS indicator for the most recent quarter reported.

5. Offsetting Last Quarter or Last Year

   • One quarter ago:

     =hf_Earnings_per_Share_Indicator("MSFT", "lq-1")

   • One year ago:

     =hf_Earnings_per_Share_Indicator("MSFT", "ly-1")

6. Last Twelve Months (LT) EPS

   =hf_Earnings_per_Share_Indicator("MSFT", "lt")

   Retrieves the EPS indicator for the most recent 12-month period (cumulative).

Common Questions

1. Can I use invalid or unrecognized symbols?

No. If you use an invalid or unrecognized symbol, the formula returns "NA".

2. How do special inputs like "lq", "ly", or "lt" work?

• lq: Uses data from the most recent quarter.
• ly: Uses data from the most recent year.
• lt: Uses data from the last 12 months.
  Appending "-1" or other offsets adjusts how many periods to go back.

3. Are there any performance concerns with repeated calls?

The function retrieves data from MarketXLS servers. While performance is generally optimized, running many such formulas simultaneously may affect Excel responsiveness.

4. What if I need different date inputs?

Currently, this function works with year, quarter, and special keywords. For date-specific functions, consider other MarketXLS formulas or transformations.

• Use cell references:

  =hf_Earnings_per_Share_Indicator(A1, A2)

• Use direct year:

  =hf_Earnings_per_Share_Indicator("MSFT", "2024")

• Use Excel date functions (converted to text):

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

? Pro Tip: Combine this metric with other fundamental data (e.g., revenue or cost of revenue) for thorough financial analysis.

By following these guidelines, the Earnings per share indicator (Historical) formula helps you quickly evaluate the historical performance of a company’s EPS directly in Excel using MarketXLS.