Retrieve Real-Time EPS Data with QM_EPS

The QM_EPS function in MarketXLS is designed to seamlessly pull an equity’s Earnings Per Share (EPS) value from QuoteMedia into your Excel spreadsheet. This makes it easy to stay on top of crucial fundamental data for US-listed companies, helping you make more informed trading and investment decisions in real time.

Why Use This Function?

• Access Accurate EPS Figures: Quickly retrieve the latest earnings per share data from a reliable data service (QuoteMedia).
• Automate Fundamental Analysis: Streamline your fundamental stock analysis by populating EPS data without manual copying or external data lookups.
• Simplify Data Refresh: MarketXLS manages data refreshes in the background, so your numbers stay up to date with minimal effort.
• Compatible with Trading Strategies: Integrate EPS metrics into your custom trading or screening strategies right within Excel.
• Reduces Research Time: Eliminate repetitive data collection, allowing more time for analyzing trends and strategies.

How to Use in Excel

=QM_EPS("symbol")

1. In an Excel cell, type “=QM_EPS(” and then the stock ticker symbol in quotes.
2. Press Enter. The EPS value for that symbol (if available) will appear shortly.
3. If MarketXLS needs a moment to fetch data, you might see "Refreshing" or "Please Refresh" until the information is fully retrieved from the source.

Parameters Explained

Example Usage

Basic Examples

1. Single Symbol
   • In cell A1, type: =QM_EPS("AAPL")
   • This will return Apple’s EPS if it is available.
   • If data is being fetched, market conditions, or symbol is not recognized, different messages like "Refreshing" or "NA" may appear.

2. Verifying Another Symbol in a Different Cell
   • In cell B1, type: =QM_EPS("TSLA")
   • Once the data refresh completes, it will display Tesla’s EPS.
   • If MarketXLS is not correctly configured or data is not accessible, you might see a message such as "Please Refresh."

3. Dynamic Reference
   • Suppose cell C1 contains the value "AMD".
   • In cell D1, enter: =QM_EPS(C1)
   • This will retrieve AMD’s EPS, and you can easily change the ticker in cell C1 to refresh the data automatically.

Advanced Scenarios

1. Creating a Comparative Table
   • You can list multiple tickers (one per row) in column A.
   • In column B, use =QM_EPS(A2), =QM_EPS(A3), etc., to generate a comparative EPS overview.
   • This helps you quickly analyze and compare earnings data across many stocks.

2. Integrating with Other Functions
   • Combine =QM_EPS with other MarketXLS or Excel functions for more advanced analysis.
   • For example, you might place the resulting EPS into a profitability ratio formula or a custom watchlist template that tracks various metrics.

3. Trending and Historical Data
   • Although QM_EPS fetches the current EPS from QuoteMedia, you can utilize MarketXLS’s refresh-on-demand feature to track changes over time.
   • By periodically refreshing and storing values, you can build your own historical EPS trend analysis.

Common Questions and Troubleshooting

• Q: Why am I getting "NA" instead of an EPS value?
  A: "NA" typically appears if the symbol is invalid, the parameter is empty, or the cache suggests no data is available.

• Q: What does "Refreshing" mean?
  A: It means MarketXLS is currently retrieving new data. Once the refresh completes, the EPS value will appear automatically.

• Q: Why do I see "Please Refresh"?
  A: This response indicates that the data isn’t immediately available in the cache. Initiate a manual refresh or wait until MarketXLS updates data in your workbook.

• Q: What if I see an error stating the data service is not configured?
  A: Go to your MarketXLS settings and ensure the QuoteMedia (DataSeller) integration is active and properly configured.

• Q: Are there any requirements regarding licensing?
  A: Yes. MarketXLS licensing must be valid to fetch real-time or fundamental data. If your license is invalid, the function returns an error message.

By following these guidelines and examples, you can confidently utilize QM_EPS to enrich your Excel spreadsheets with timely EPS data. Combine it with other MarketXLS features for comprehensive financial modeling, fundamental screening, or advanced trading strategies.