PE High In Last 5 Years Formula in Excel

The PE High In Last 5 Years formula in Excel with MarketXLS helps you quickly identify the highest Price/Earnings ratio a company’s stock has had over the past five years. This is especially useful for investors looking to analyze historical valuation trends and make informed decisions about potential overvaluation or undervaluation.

Understanding PE High In Last 5 Years

• Purpose: Returns the highest P/E ratio recorded by a stock in the last five years.
• Key Benefits:
  • Provides a historical perspective on valuation.
  • Helps in comparing current P/E to past highs for better investment insights.
  • Automates data retrieval from MarketXLS without manual research.
• When to Use:
  • Evaluating whether a stock is trading near its historical valuation peaks.
  • Conducting a comparative analysis with other valuation metrics such as price-to-book and PEG ratio.

Syntax and Parameters

=PEHighLastFiveYears(Symbol)

Return Value:
• A numeric value representing the highest P/E ratio over the past five years.
• Returns "NA" if the symbol is invalid or data is unavailable.

?? Note: You must have a valid MarketXLS license for this function to return values. Otherwise, the function may return "NA".

? Pro Tip: Use different symbol formats including regular stocks (e.g., "MSFT"), indices (e.g., "^SPX"), options (e.g., "@MSFT 110122C00020000"), or cryptocurrencies (e.g., "BTCUSD:DEFAULT").

Examples and Usage

1. Basic Example

   =PEHighLastFiveYears("MSFT")

   Retrieves the highest P/E ratio Microsoft has had in the past five years.

2. Index Example

   =PEHighLastFiveYears("^SPX")

   Returns the highest five-year P/E ratio for the S&P 500 Index.

3. Option Symbol Example

   =PEHighLastFiveYears("@MSFT 110122C00020000")

   Useful if you want to track P/E trends for an underlying security associated with an options contract.

?? Note: If data for a particular symbol is not found or if the symbol is invalid, the function will return "NA".

Common Questions

What if the function returns "NA"?

• Check if your symbol is valid and spelled correctly.
• Make sure your MarketXLS license is active.

Are there performance considerations?

• MarketXLS employs caching to improve data retrieval times. However, querying a large number of symbols simultaneously may still increase load times.

What if I want to compare with other ratios?

• You can combine this function with other MarketXLS formulas like ForwardPE, Beta, or PEGRatio for a more comprehensive analysis.

Does this formula support international or non-stock symbols?

• Yes, as long as MarketXLS supports the symbol. You can try indices like "^N225", currencies, or commodities if available in MarketXLS.

Use the PE High In Last 5 Years formula to effortlessly benchmark how a stock’s valuation has changed over time and combine it with other MarketXLS functions to build robust financial models in Excel.