EPSOneYearGrowth: Track EPS Growth Over a One-Year Period

The EPSOneYearGrowth function, provided by the MarketXLS Add-in, makes it easy to analyze a company’s one-year EPS (Earnings per Share) growth directly in Excel. By simply passing in a valid ticker symbol, you can retrieve the year-over-year percentage or decimal growth value of a company’s EPS using MarketXLS’s fundamental data. This helps you stay on top of crucial profitability trends, evaluate earnings momentum, and make more informed investment decisions—all without leaving Excel.

Why Use This Function?

  • Quickly determine a company’s EPS change over the last year, essential for understanding profit trends.
  • Helps validate long-term fundamentals by highlighting earnings momentum.
  • Ideal for screening stocks with consistent or accelerating earnings growth.
  • Integrates seamlessly with your worksheets, enabling dynamic portfolio analysis.
  • Allows you to cross-reference other Excel formulas and MarketXLS functions for deeper analytics and modeling.
  • Returns a straightforward numeric value—letting you automate conditional formatting, charts, or ranking systems.

How to Use in Excel

Below is the syntax for using EPSOneYearGrowth in Excel:

=EPSOneYearGrowth(symbol)
  1. Select a cell in Excel.
  2. Enter “=EPSOneYearGrowth(” followed by the ticker symbol in quotes or a reference to a cell containing the symbol.
  3. Press Enter to retrieve the one-year EPS growth for that symbol.

If the symbol is invalid, or if there is no data available, EPSOneYearGrowth returns “NA”.

Parameters Explained

Parameter Description Example Values Notes
Symbol The ticker symbol (string) for the company you are analyzing "AAPL" Returns “NA” if the symbol is invalid, your MarketXLS license is not valid, or if data is temporarily unavailable.

• The function checks your MarketXLS license validity before returning data.
• If the service cannot retrieve valid EPS growth figures, you will see “NA.”

Example Usage

Basic Examples

  1. =EPSOneYearGrowth("AAPL")
    • This instantly displays Apple’s year-over-year EPS growth in the selected cell.
  2. =EPSOneYearGrowth($A$2)
    • If you have the symbol in cell A2 (e.g., "MSFT"), this formula dynamically retrieves Microsoft’s one-year EPS growth.
  3. =EPSOneYearGrowth("TSLA")
    • Quickly check Tesla’s 1-year earnings growth trend in your sheet.

In each case, you’ll see either a numeric growth figure or “NA” if data is not found.

Advanced Scenarios

• Combine with other MarketXLS functions:
For example, use =IF(EPSOneYearGrowth("GOOGL")>0.1, "High Growth", "Moderate Growth") to categorize a stock based on a 10% growth threshold.

• Multicell Analysis:
Evaluate multiple tickers in a table (e.g., AAPL, MSFT, AMZN) side by side, referencing each ticker from a cell, to compare their one-year EPS growth.

• Trend Monitoring:
Integrate market data with macros or additional Excel logic to automatically highlight or sort stocks by top-tier EPS growth.

Common Questions and Troubleshooting

  1. Why am I getting “NA”?

    • The symbol may be invalid or unavailable. Double-check the ticker.
    • The MarketXLS license may be invalid or not active.
    • The data source might temporarily return no data for that specific security.
  2. Does it work for non-US symbols?

    • EPS data is often more reliable for major US companies. Some global tickers may have partial or delayed data, resulting in “NA.”
  3. How is the growth value represented?

    • Typically as a decimal or percentage (depending on your Excel settings), so 0.15 might indicate 15% growth. If unsure, confirm via the FormatResult from MarketXLS.
  4. Can I apply Excel formatting?

    • Yes. Simply format the cell as Percentage or Number to display the EPS growth in your preferred style.

By using the EPSOneYearGrowth function, you streamline fundamental analysis right inside Excel. Combine it with other MarketXLS features, filter for growth stocks, or track ongoing trends to get the most out of your data-driven approach.