Retrieve 30-Day Old Consensus EPS Estimates in Excel
The EarningsEstimates_consensusEpsEstimatesTrends_days30Ago_fr2_value function is designed to return the 30-day old consensus EPS (Earnings Per Share) estimates for a specified stock symbol directly into your Excel spreadsheet. This function leverages MarketXLS’s data feed to fetch timely and accurate earnings estimates so you can make better-informed trading or investment decisions. Whether you’re analyzing quarterly performance or validating your portfolio’s next move, this function simplifies the process by automatically retrieving the data through a single parameter.
Why Use This Function?
- Automate Your Analysis: Import 30-day old consensus EPS estimates without manual copy/pastes from external sources.
- Accurate Market Data: Leverage MarketXLS’s connection to robust financial data for reliable and real-time updates.
- Historical Perspective: Reviewing EPS estimates from 30 days ago can help you gauge how analyst expectations have changed over time.
- Seamless Integration: Incorporate the returned data into any standard Excel formula, chart, or financial model.
- Effortless Symbol Management: Pass different ticker symbols (e.g., “AAPL”, “MSFT”, or “GOOG”) to view each company’s estimates for quick comparisons.
How to Use in Excel
=EarningsEstimates_consensusEpsEstimatesTrends_days30Ago_fr2_value("Symbol")
- Open Excel with the MarketXLS add-in installed.
- Select a cell where you want the consensus EPS estimate to appear.
- Enter the function above, replacing "Symbol" with the target stock symbol (e.g., “AAPL”).
- Press Enter to view the function’s output.
- Use additional cells to pull data for multiple symbols simultaneously.
Parameters Explained
Parameter | Description | Example Values | Notes |
---|---|---|---|
Symbol | The stock ticker symbol for the company of interest | "AAPL", "MSFT", "GOOG" | If an invalid or unsupported symbol is passed, the function returns "NA". |
Example Usage
Basic Examples
-
=EarningsEstimates_consensusEpsEstimatesTrends_days30Ago_fr2_value("AAPL")
• Retrieves Apple’s consensus EPS estimates from 30 days ago.
• If data is unavailable or the symbol is wrong, Excel will display “NA.” -
=EarningsEstimates_consensusEpsEstimatesTrends_days30Ago_fr2_value("MSFT")
• Returns Microsoft’s 30-day-old EPS estimate data for a quick side-by-side comparison with Apple. -
=EarningsEstimates_consensusEpsEstimatesTrends_days30Ago_fr2_value(A1)
• If cell A1 contains “GOOG,” the function fetches Google’s 30-day-old EPS estimates.
• This allows you to dynamically reference cells for flexible data retrieval.
Advanced Scenarios
• Portfolio Comparison: Suppose you have a list of ticker symbols in Column A. You can create a new column that calculates 30-day old consensus EPS for each symbol and compares it with current estimates to see the trend over time.
• Custom Analysis with Other Excel Functions: Combine this function with built-in Excel functions like AVERAGE or VLOOKUP to build custom dashboards. For instance, you could track average consensus EPS across multiple symbols or highlight changes larger than a specified threshold.
• Trading Strategy Development: Incorporate these historical estimates into your backtesting workflow to see how the market’s analyst consensus has shifted before earnings announcements.
Common Questions and Troubleshooting
• “NA” Return:
- Check if your symbol is typed correctly.
- Verify that your MarketXLS license is active.
- The data might simply be unavailable for certain less-followed stocks.
• “Refreshing” Return:
- Indicates MarketXLS is updating or fetching the data. The cell’s value will change once the refresh completes.
• Making Sure You Have the Right Symbol:
- Remember that some securities use a slightly different format or suffix. If you’re unsure, confirm the official ticker on a quotes page.
• Edge Cases:
- Symbols that are newly listed or thinly traded may not have consensus estimates.
- Very recent corporate actions (like splits or name changes) may temporarily disrupt data.
By using the EarningsEstimates_consensusEpsEstimatesTrends_days30Ago_fr2_value function in MarketXLS, you’ll have a clear snapshot of analyst EPS expectations from 30 days ago right inside Excel—perfect for spotting changing sentiment, validating investment ideas, or building advanced trading model workflows.