EPS Diluted Growth (Historical) Formula in Excel

Understanding EPS Diluted Growth (Historical)

The EPS Diluted Growth (Historical) formula in Excel helps you analyze how a company’s diluted earnings per share (EPS) has changed over a specified historical period. By comparing EPS values across different years or quarters, you can:

• Evaluate long-term profitability trends.
• Identify periods of accelerated or decelerated earnings growth.
• Assess how external factors (e.g., market shifts, corporate actions) impact overall EPS performance.

? Pro Tip: Use this function alongside other historical fundamental data functions (e.g., Revenue, Gross Profit) to develop a comprehensive financial analysis in Excel with MarketXLS.

Syntax and Parameters

Use the hf_EPS_Diluted_Growth function in Excel as shown below:

=hf_EPS_Diluted_Growth(Symbol, Year, [Quarter], [TTM])

?? Note: If an invalid symbol is provided or you do not have the required data subscription, the function returns "NA".

Return Value

• Returns a numeric value representing the year-over-year or period-to-period growth rate (in %) of diluted EPS.
• Returns "NA" if the data is unavailable or an error occurs.

Special Cases and Limitations

• If your MarketXLS license is not valid for historical fundamental data, the function returns "NA".
• For some international symbols or lesser-known companies, historical data may be incomplete.
• Performance-wise, large requests (e.g., many consecutive calls) may take longer depending on your Internet connection and data subscription.

Examples and Usage

Below are common ways to use hf_EPS_Diluted_Growth:

1. Basic annual growth:

   =hf_EPS_Diluted_Growth("MSFT", 2022)

   Returns the EPS diluted growth for the year 2022.

2. Specify a quarter:

   =hf_EPS_Diluted_Growth("MSFT", 2022, 2)

   Returns the EPS diluted growth for Microsoft in fiscal year 2022, quarter 2.

3. Use trailing twelve months:

   =hf_EPS_Diluted_Growth("MSFT", 2022, 3, "TTM")

   Returns the trailing twelve months (TTM) growth rate starting from quarter 3 of 2022.

4. Reference a cell for the symbol: Suppose cell A1 contains "MSFT":

   =hf_EPS_Diluted_Growth(A1, 2022)

5. Relative period references:

   =hf_EPS_Diluted_Growth("MSFT", "lq")
   =hf_EPS_Diluted_Growth("MSFT", "ly-1")
   =hf_EPS_Diluted_Growth("MSFT", "lt")

   • "lq" = Last Quarter
   • "ly-1" = Last Year minus 1
   • "lt" = Last Twelve months

? Pro Tip: Combine hf_EPS_Diluted_Growth with other fundamental data formulas (e.g., Revenue (Historical), Cost of Revenue (Historical)) to build a well-rounded financial dashboard in Excel.

Common Questions

1. How do I fix "NA" errors?

   • Ensure the symbol is correct and spelled properly.
   • Verify your MarketXLS license includes historical fundamental data.
   • Check if the ticker supports historical fundamentals (some exotic or lesser-known tickers might be limited).

2. Can I use this function for indices or crypto?

   • Yes, just pass the index symbol (e.g., "^SPX") or crypto symbol (e.g., "BTCUSD:DEFAULT") for the Symbol parameter.

3. What if I only want the most recent quarter?

   • Use "lq" for the Year parameter to fetch the most recent quarter’s data automatically.

4. Does the function handle dates directly?

   • This function specifically uses a Year/Quarter approach. If you store dates in cells, you can still transform them into a string format or reference relevant parameters accordingly.

5. Why is my growth rate negative?

   • A negative result means the EPS has decreased compared to the prior period. Consider validating all data inputs or comparing with other financial measures for a fuller picture.

?? Note: For large spreadsheets making multiple data calls, consider optimizing your requests or using the built-in MarketXLS caching features to improve performance.