Analyze EPS Five-Year CAGR Easily

The EpsFiveYearCAGR function in MarketXLS allows you to quickly calculate the Compound Annual Growth Rate (CAGR) of a company's Earnings Per Share (EPS) over five years. This valuable metric helps you evaluate a stock’s earnings growth trend, providing practical insights for fundamental analysis and investment decisions. By integrating perfectly with Excel, EpsFiveYearCAGR streamlines research workflows, letting you compare multiple stocks and monitor long-term earnings performance with minimal effort.

Why Use This Function?

• Quickly assess a company’s five-year earnings growth trend without manually computing CAGR.
• Compare multiple stocks based on their historical EPS growth.
• Spot potential investment ideas by identifying stable, long-term earning increases.
• Integrate with other Excel formulas for more advanced financial analysis.
• Save time on research and conveniently track performance over rolling five-year windows.

How to Use in Excel

=EpsFiveYearCAGR("msft")

1. Type “=EpsFiveYearCAGR(” into any cell.
2. Enter the stock symbol in quotes or reference a cell containing the symbol (e.g., A1).
3. Press Enter to instantly retrieve the five-year EPS CAGR.

MarketXLS will then return either a numeric value representing the five-year CAGR or "NA" if the ticker is invalid, data is unavailable, or your license is not active.

Parameters Explained

• Symbol (required):
Enter a valid stock ticker symbol (such as "AAPL" for Apple Inc.). If the symbol is invalid, you will get "NA."

Example Usage

Basic Examples

1. Single Ticker:
   =EpsFiveYearCAGR("AAPL")
   ? Returns the five-year EPS CAGR for Apple Inc.

2. Cell Reference:
   Suppose cell A2 contains "TSLA". In another cell, enter:
   =EpsFiveYearCAGR(A2)
   ? Dynamically calculates the five-year EPS CAGR for Tesla based on the symbol in A2.

3. Error Handling with IFERROR:
   =IFERROR(EpsFiveYearCAGR("XYZ"), 0)
   ? If "XYZ" is invalid and returns "NA", the formula displays 0 instead of an error.

Advanced Scenarios

• Combine with Other Metrics:
If you maintain a watchlist and want to compare five-year EPS CAGR with revenue growth, you can utilize separate MarketXLS functions in a multi-column setup. This allows further calculations (e.g., ranking stocks by growth).

• Scenario Analysis:
Incorporate EpsFiveYearCAGR into multi-sheet workbooks. For instance, you might have data validation to switch among a group of ticker symbols and automatically see updates of each company's five-year EPS CAGR over time.

• Portfolio Analysis:
Use conditional formatting to highlight higher CAGR values in green and lower ones in red, helping you quickly spot the strongest growth performers.

Common Questions and Troubleshooting

1. Why am I getting "NA"?

   • The ticker symbol may be invalid or unrecognized.
   • Your subscription license may have expired or is not valid.
   • The data might not be available for that particular symbol.

2. How do I ensure I am getting the correct five-year CAGR?

   • Make sure the ticker is spelled correctly.
   • Verify that the company's EPS data exists for at least five years.

3. Can I format the result as a percentage?

   • Yes. Simply select the cell containing the function output and apply percentage formatting in Excel.

4. Are non-US stocks supported?

   • EpsFiveYearCAGR works where the fundamental EPS data is available. If MarketXLS covers the stock, you can expect a result. Otherwise, it may return "NA."

Make the most of EpsFiveYearCAGR in your Excel-based workflows to effortlessly track and compare equities based on their five-year EPS growth, incorporate these insights into broader financial models, and empower timely investment decisions.