Use MarketXLS to Get an Overall Stock Ranking Instantly

The RankOverall function (fn_01352) allows you to obtain a concise, overall ranking for any stock symbol directly in Excel. The result can help you assess a company’s broad outlook by combining various metrics under Value, Quality, and Timeliness into a single score. Whether you want to gauge an undervalued company or check how a stock stacks up against its industry, RankOverall provides a straightforward numeric value.

Why Use This Function?

• Simplifies complexity: Combines multiple fundamental and technical indicators into one overall score.
• Quick stock screening: Instantly see which symbols might merit deeper research.
• Flexible inputs: Works on any valid ticker symbol (e.g., "AAPL", "MSFT", or "TSLA").
• Informed decisions: Access an at-a-glance ranking that draws on factors such as P/E, P/B, dividend yield, revenue growth, profitability trends, and more.
• Ideal for watchlists: Quickly populate Excel sheets with “best-to-worst” stock rankings for numerous tickers.

How to Use in Excel

=RankOverall(Symbol)

1. Type “=RankOverall(” in a cell.
2. Provide a valid stock symbol (e.g., “AAPL”).
3. Press Enter.
4. The function pings MarketXLS servers, retrieves the combined overall score, and displays it in your spreadsheet.
5. If the symbol is invalid, the function returns "NA". If data is refreshing, you might see “Refreshing”.

Parameters Explained

• This function returns a numeric value reflecting an overall rank.
• If your MarketXLS license is not valid, the function may return a licensing message or "NA".
• Certain scenarios may temporarily return "Refreshing" if the data is currently being updated or if you are on a waitlist for API calls.

Example Usage

Basic Examples

1. =RankOverall("AAPL")
   • Inserts the combined ranking score for Apple.
   • If Apple’s metrics indicate a strong showing in Value, Quality, or Timeliness, the returned score will reflect that strength.

2. =RankOverall("TSLA")
   • Provides Tesla’s overall ranking.
   • Useful for quick comparisons of high-growth tech stocks.

3. =RankOverall("MSFT")
   • Fetches Microsoft’s overall ranking.
   • If data exists in cache, it might respond very quickly.
   • If data must be refreshed, consider potential short wait times.

Advanced Scenarios

• Bulk Analysis

• In a column, list dozens of symbols, e.g., A1=“AAPL”, A2=“GOOGL”, A3=“TSLA”.
• Then create a parallel column of =RankOverall(A1), =RankOverall(A2), etc.
• Instantly compile a watchlist ranked by the function’s numeric output.

• Combined with Sorting or Conditional Formatting

• After retrieving RankOverall scores for multiple stocks, use Excel’s sorting or filtering tools to order from highest to lowest (best to worst).
• Use Conditional Formatting to visually highlight the top-ranked stocks.

• Checking Industry Comparisons

• Add RankOverall outputs for all stocks within a particular sector or industry (e.g., banks) to see which stand out.
• Combine RankOverall with other MarketXLS functions for deeper ratio analysis.

Common Questions and Troubleshooting

1. “Why does my function return ‘NA’?”

   • The symbol may be invalid or the data source has no information for the ticker.
   • Your MarketXLS license might be inactive or not authorized for this function.

2. “I see ‘Refreshing’ in my cell. What does that mean?”

   • MarketXLS is actively updating data in the background. The function automatically refreshes once the full data set becomes available.

3. “Does RankOverall handle international symbols?”

   • It is intended mainly for US symbols (e.g., NYSE/NASDAQ). For international tickers, coverage may vary.

4. “I need the raw fundamentals. Where do I find them?”

   • RankOverall only returns the composite score. Use separate MarketXLS functions (like P_E, PB, etc.) for specific fundamentals.

Remember:

• RankOverall provides a succinct numeric rating rather than detailed fundamentals.
• Always confirm that you have an appropriate MarketXLS plan and a valid license.
• Combine RankOverall with standard Excel tools (sorting, filtering) to manage and compare lists of stocks quickly.

This function remains an excellent starting point for any investor wanting an immediate sense of a stock’s combined fundamental and technical standing, especially for US markets. Use it regularly in your watchlists, portfolio overviews, and screening dashboards to help guide your next research step—and potential investments.