EPS CAGR Growth (5Y)
Returns the five-year Compound Annual Growth Rate (CAGR) of earnings per share for a company. Provides a long-term view of earnings growth.
Supported Symbol Formats
| Type | Format | Example |
|---|---|---|
| US Stocks | SYMBOL | AAPL, MSFT |
Formula
CAGR = (Ending EPS / Beginning EPS)^(1/5) - 1
Interpretation
| CAGR Level | Interpretation |
|---|---|
| > 15% | Excellent long-term growth |
| 10-15% | Strong growth |
| 5-10% | Moderate growth |
| 0-5% | Slow growth |
| < 0% | Declining earnings |
Notes
- Returns value as a decimal (0.15 = 15%)
- 5-year horizon smooths out cyclical effects
- Important for PEG ratio calculations
Syntax
=EpsFiveYearCAGR(Symbol)Returns
number
Five-year EPS CAGR as a decimal
Examples
=EpsFiveYearCAGR("MSFT")=EpsFiveYearCAGR("NVDA")=EpsFiveYearCAGR("AAPL")=EpsFiveYearCAGR(A1)=PERatio("MSFT")/EpsFiveYearCAGR("MSFT")/100When to Use
- Long-term earnings growth analysis
- PEG ratio calculations
- Compare growth across companies
- GARP (Growth at Reasonable Price) investing
When NOT to Use
| Scenario | Use Instead |
|---|---|
| 3-year growth | EpsThreeYearCAGR() |
| 4-year growth | EpsFourYearCAGR() |
| Quarterly average | EpsFourQuarterAverageGrowth() |
| One-year growth | EPSOneYearGrowth() |
Common Issues & FAQ
Why is the value less than 1?
CAGR is returned as a decimal. Multiply by 100 to get percentage (e.g., 0.15 = 15%).
How do I calculate PEG ratio?
PEG = P/E Ratio / EPS Growth Rate. Use =PERatio("AAPL")/(EpsFiveYearCAGR("AAPL")*100).
What if base year EPS was negative?
CAGR calculation may return N/A or be unreliable with negative starting values.
Related Formulas
More MarketXLS Growth formulas you can use in the same worksheet:
- Free Cash Flow (1-Year Growth)
- Free Cash Flow Per Share (Past 12 Months)
- Gross Margin 5 Year Average
- Gross Profit Margin (1-Year Growth)
- Net Income Growth 5 Year CAGR
- Net Margin 5 Year Average
- Net Profit Margin (1-Year Growth)
- PE Ratio 5 Year Average
See EpsFiveYearCAGR used in a complete workbook: GARP Screener Excel: Growth at Reasonable Price Dashboard for May 2026
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