Next 5-Year EPS Growth Rate with MarketXLS

The EarningsEstimates_consensusEpsGrowthRate_next5year function helps you quickly view analysts’ consensus EPS growth rate estimates for the next five years. By entering a ticker symbol into Excel, you can seamlessly pull vital forward-looking growth data, supporting more informed decisions when analyzing your stocks.

Why Use This Function?

• Instantly access forward-looking growth estimates for a particular stock.
• Compare growth expectations across multiple tickers for enhanced portfolio management.
• Save time on manual data collection—MarketXLS automates retrieval using accurate data feeds.
• Evaluate long-term investment prospects by looking beyond immediate earnings.
• Combine with other functions (like earnings per share or revenue estimates) to form a well-rounded research toolkit.

How to Use in Excel

Use the following syntax directly in any cell:

=EarningsEstimates_consensusEpsGrowthRate_next5year("Symbol")

1. Type “=” in a cell in your Excel sheet.
2. Begin typing “EarningsEstimates_consensusEpsGrowthRate_next5year,” and Excel’s function helper may appear.
3. Provide the stock symbol in quotes (e.g., "AAPL" or "MSFT").
4. Press Enter. The cell will then display the analyst consensus estimate for that stock’s 5-year EPS growth rate, if available.

If the symbol is invalid or data is unavailable, the function returns "NA". In some instances, if data is refreshing, you may momentarily see "Refreshing".

Parameters Explained

• Pass only one symbol at a time.
• Verify you have an active MarketXLS subscription to avoid license-related returns like "NA".

Example Usage

Basic Examples

• =EarningsEstimates_consensusEpsGrowthRate_next5year("AAPL")

• Pulls Apple’s estimated EPS growth rate for the next five years. Useful to see how Apple’s earnings might trend over the long term.

• =EarningsEstimates_consensusEpsGrowthRate_next5year("MSFT")

• Quickly compare Microsoft’s future EPS growth to other tech companies or to broader market benchmarks.

Try placing these formulas side by side in adjacent cells for multiple tickers. This allows large-scale, side-by-side comparisons of growth rates between different stocks.

Advanced Scenarios

• Combine with a watchlist:

• List several tickers in rows (e.g., in column A), then reference those cells within the formula to automatically retrieve each symbol’s next 5-year growth rate. Example: =EarningsEstimates_consensusEpsGrowthRate_next5year(A2)

• Use in screening spreasheets:

• Create a custom screener in Excel for high-growth stocks, automatically updating next 5-year EPS growth rates to identify promising candidates.

• Integrate with other Excel/MarketXLS functions:

• Combine with fundamental metrics like P/E ratios or EPS trend data to develop more sophisticated valuations and longer-term equity evaluations.

Common Questions and Troubleshooting

• Q: Why am I seeing "NA"?
A: It may be due to an unrecognized symbol, expired license, unavailable data from the provider, or an unexpected server error. Double-check your symbol and license validity.

• Q: Why am I seeing "Refreshing"?
A: This can appear if the data feed is in the process of updating or refreshing on the server. Wait a few moments and press F9 to refresh Excel.

• Q: Can I reference a cell for the symbol rather than typing it directly?
A: Yes, simply reference the cell containing the symbol, like =EarningsEstimates_consensusEpsGrowthRate_next5year(A2).

• Q: Does this function provide historical growth rates?
A: No, it is specifically for retrieving the next five years’ consensus estimate. For historical data, explore other MarketXLS functions.

By leveraging EarningsEstimates_consensusEpsGrowthRate_next5year in MarketXLS, you’ll effortlessly pull next 5-year EPS growth estimates into Excel. This streamlines fundamental research, especially when evaluating longer-term stock holdings or comparing multiple potential investments side-by-side. Be sure to include additional factors like financial health, industry trends, and any relevant macroeconomic conditions to round out your analysis.