EPS Growth (Historical)
Returns historical basic earnings per share growth rate for a company. This measures the year-over-year percentage change in basic EPS, using only shares outstanding without accounting for potential dilution.
Formula
EPS Growth = ((Current Basic EPS - Prior Basic EPS) / Prior Basic EPS) x 100Supported Symbols
| Type | Format | Example |
|---|---|---|
| US Stocks | SYMBOL | AAPL, MSFT |
| ETFs | SYMBOL | SPY, QQQ |
| International | SYMBOL | SHOP, TSM |
Parameters
| Parameter | Description |
|---|---|
| Symbol | Stock ticker symbol |
| Year | Fiscal year (2020, 2021) or period code (lq, ly, lt) |
| Quarter | Optional: 1, 2, 3, or 4 for quarterly data |
| TTM | Optional: Set to "TTM" for trailing twelve months |
Basic vs Diluted EPS Growth
| Metric | Basis |
|---|---|
| Basic EPS Growth | Only common shares outstanding |
| Diluted EPS Growth | Includes options, convertibles, etc. |
Notes
- Basic EPS growth may differ from diluted when company has significant dilutive securities
- Most analysts prefer diluted EPS for a conservative view
- Large percentage changes can occur from small base numbers
Syntax
=hf_EPS_Growth(Symbol, Year, [Quarter], [TTM])Examples
=hf_EPS_Growth("AAPL", 2023)=hf_EPS_Growth("NVDA", 2023, 2)=hf_EPS_Growth("MSFT", "ly")=hf_EPS_Growth("GOOGL", 2023, , "TTM")=hf_EPS_Growth(A1, B1, C1)When to Use
- Analyzing basic earnings growth
- Companies with minimal dilutive securities
- Comparing with diluted EPS growth
- Growth trend analysis
- Simple earnings comparison
When NOT to Use
| Scenario | Use Instead |
|---|---|
| Need diluted EPS growth | hf_EPS_Diluted_Growth() |
| Need absolute EPS | EarningsPerShare() |
| Need diluted EPS value | hf_EPS_Diluted() |
| Need revenue growth | hf_Revenue_Growth() |
Common Issues & FAQ
What's the difference between basic and diluted EPS growth?
Basic uses actual shares outstanding. Diluted includes potential shares from options, convertibles, etc. For companies with significant stock compensation, these can differ meaningfully.
Which should I use for analysis?
Most analysts prefer diluted EPS growth as it's more conservative and accounts for all potential share dilution.
Why am I getting "NA" or unusual values?
This occurs when prior EPS is zero, negative, or unavailable. Growth percentages are undefined in these cases.
Excel Templates Using EPS Growth (Historical)
These ready-made MarketXLS templates call hf_EPS_Growth() in their worksheet formulas. Open one to see the function working inside a complete model.
Related Formulas
More MarketXLS Historical Fundamentals formulas you can use in the same worksheet:
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