EpsFourYearCAGR for Effortless EPS Growth Insights

The EpsFourYearCAGR function in MarketXLS helps you quickly calculate the 4-year Compound Annual Growth Rate (CAGR) of a company’s Earnings Per Share (EPS). By simply typing one formula, you can leverage this powerful metric for informed investment decisions and fundamental analysis—directly in your Excel spreadsheet.

Why Use This Function?

• Analyze Long-Term Performance: Gain insights into how a company’s EPS has grown or declined over a four-year horizon.
• Facilitate Fundamental Analysis: Combine EpsFourYearCAGR with other MarketXLS functions to build a comprehensive view of financial health.
• Quick Setup: No need for manual calculations or external tools—just use this function within Excel.
• Flexible for Multiple Tickers: Evaluate EPS growth for any valid ticker symbol in your portfolio.
• Easily Comparable: Compare the growth rates of multiple stocks side by side to find potential market opportunities.

How to Use in Excel

EpsFourYearCAGR("TickerSymbol")

1. In any cell, type the formula above, replacing "TickerSymbol" with a valid company ticker (e.g., "MSFT" for Microsoft).
2. Press Enter—MarketXLS will fetch and calculate the 4-year EPS CAGR for that symbol.
3. If the ticker symbol or license is invalid, the function will return “NA.”

You can also reference a cell containing a ticker:

EpsFourYearCAGR(A2)

Where A2 has the text "MSFT".

Parameters Explained

• Only a valid stock ticker is required; no additional parameters are needed.
• If you do not have a valid MarketXLS license or if the symbol is malformed, you will receive "NA."

Example Usage

Basic Examples

• Example 1:
In cell B2, enter:
=EpsFourYearCAGR("AAPL")
This will return Apple’s 4-year EPS CAGR if available.
The result might look like 10.25 (representing a 10.25% annual growth rate).

• Example 2 (Cell Reference):
If A2 contains "TSLA":
In cell B2, enter:
=EpsFourYearCAGR(A2)
This approach makes your worksheet more flexible, especially when you want to compare many tickers.

Advanced Scenarios

• Screening Multiple Stocks:
Put a list of various tickers (e.g., MSFT, IBM, TSLA, KO) in cells A2 to A5. Then in column B, use the function referencing each cell to quickly gather multiple EPS CAGR values.

• Integrating with Other Excel Functions:
Combine EpsFourYearCAGR with conditional formatting to highlight stocks exceeding a certain CAGR threshold. For instance:

1. In cell C2, type =EpsFourYearCAGR(A2).
2. Apply a conditional format that highlights cells in column C if ? 15 (indicating at least 15% annual growth).

• Fundamental Analysis Dashboard:
Use EpsFourYearCAGR, along with other MarketXLS fundamental functions, to build a custom dashboard. For instance, compare Revenue Growth, EPS Growth, and Price-to-Earnings data all in one place.

Common Questions and Troubleshooting

• What if the result is “NA”?
– This may happen if the symbol is invalid, there’s no recent EPS data, or if your MarketXLS license is not active. Double-check your ticker symbol and license status.

• Why am I getting unexpected results?
– Ensure you are referencing the exact ticker symbol as used in the US market. Some international or newly listed stocks might have insufficient data.

• Can I use cell references with other Excel logic?
– Absolutely. For instance, =IF(EpsFourYearCAGR(A2)>10,"High Growth","Moderate Growth"). This lets you automate decision-making based on CAGR thresholds.

In summary, the EpsFourYearCAGR function is a straightforward yet powerful way to evaluate a company’s EPS growth trajectory over a four-year period. Whether you’re a value investor or growth-oriented trader, integrating EpsFourYearCAGR into your Excel workflows can provide critical insights for stronger, data-driven decisions.