PE Low In Last 5 Years Formula in Excel

Are you looking to analyze the lowest Price/Earnings (P/E) ratio for a stock over the past five years directly in Excel? The PE Low In Last 5 Years formula by MarketXLS makes it simple to retrieve and monitor this key valuation metric for informed investment decisions. By using this Excel function, you can quickly see a company’s historical P/E low and compare valuations across various stocks or indices.

Understanding PE Low In Last 5 Years

• Purpose and Use Cases: The PELowLastFiveYears function helps you identify the lowest P/E ratio a stock has had over the last five years. This is ideal for spotting when the current valuation might be near historical lows.
• Key Benefits:
  • Helps in value analysis by comparing historical valuation levels.
  • Saves time by automating data retrieval in Excel.
  • Integrates seamlessly with MarketXLS for real-time, on-demand financial metrics.
• When to Use:
  • During portfolio reviews to quickly see which companies are trading near historically low P/E levels.
  • For fundamental analysis when comparing multiple stocks’ valuations over a reasonably long period.

Syntax and Parameters

=PELowLastFiveYears(symbol)

Return Value:

• A numeric value indicating the lowest historical P/E ratio within the last five years.
• Returns "NA" if the symbol is invalid, data is unavailable, or if the MarketXLS license is not valid.

?? Note: Ensure your MarketXLS subscription is active; otherwise, the function may return "NA".

Examples and Usage

Below are some straightforward examples to help you get started.

1. Basic Usage with a Regular Symbol

   =PELowLastFiveYears("MSFT")

   Returns the lowest P/E ratio for Microsoft over the past five years.

2. Using an Index Symbol

   =PELowLastFiveYears("^SPX")

   Retrieves the lowest P/E ratio for the S&P 500 index over the same time frame.

3. Options Symbol Example

   =PELowLastFiveYears("@MSFT 110122C00020000")

   Checks the P/E ratio data (where available) for the specified Microsoft option contract.

? Pro Tip: Combine PELowLastFiveYears with other MarketXLS formulas (like EPS, MarketCap, or Paydate) to build a comprehensive stock analysis dashboard in Excel.

Common Questions

1. Why am I getting "NA" for certain symbols?

   • The symbol might be unsupported, misspelled, or lacking sufficient historical data. Ensure you’re using the correct symbol format and validate your MarketXLS license status.

2. Does this function slow down Excel?

   • Typically, API-dependent formulas can take a bit longer to refresh. Use MarketXLS’s refresh controls or limit the number of calls to maintain performance.

3. How often is the data updated?

   • P/E ratio data is updated based on MarketXLS’s refresh intervals. You can set refresh settings in MarketXLS for real-time or scheduled data pulls.

4. Can I use this formula in large batch analyses?

   • Yes. However, be mindful of performance. Break down large analyses into smaller sets or use on-demand refresh settings to avoid slowdowns.

With PELowLastFiveYears, Excel becomes a powerful stock research tool for tracking the historical low P/E ratios quickly and effectively.