RevenueThreeYearCAGR: Calculate 3-Year Revenue CAGR for Any Stock

The RevenueThreeYearCAGR function enables you to quickly calculate the Compound Annual Growth Rate (CAGR) of a company’s revenue over a three-year span directly in Excel using MarketXLS. This helps you assess a company’s mid-range growth trends more effectively, compare multiple companies side by side, and make informed investment decisions. Whether you’re tracking a well-known tech giant or analyzing a niche stock, this function returns a clean numeric value of growth, streamlining your due diligence workflow.

Why Use This Function?

• Analyzes a company’s mid-term revenue growth at a glance.
• Helps compare relative growth rates for different stocks.
• Simplifies portfolio analysis by providing an essential metric in a single cell.
• Saves time by pulling data directly from MarketXLS—no extra calculations or data gathering needed.
• Returns “NA” automatically if data is unavailable or if the symbol is invalid, ensuring you know when data might be incomplete.
• Suitable for diverse US-listed equities (examples include MSFT, AMZN, IBM), and aims to highlight revenue performance reliably over three years.

How to Use in Excel

=RevenueThreeYearCAGR("MSFT")

1. Open your Excel worksheet with the MarketXLS add-in installed and activated.
2. In a cell, type the above formula, replacing "MSFT" with any valid stock symbol (e.g., "AMZN" or "IBM").
3. Press Enter. MarketXLS automatically retrieves the relevant revenue data and calculates the 3-year CAGR.
4. The cell will update to display the CAGR value. If the symbol is invalid or data is missing, you may receive “NA.”

That’s it! You now have the 3-year compound annual growth rate of revenue for the specified symbol.

Parameters Explained

• You only need to supply the Symbol parameter to fetch the 3-year revenue CAGR.
• The function assumes yearly fundamental data is available for the given Symbol.

Example Usage

Basic Examples

1. =RevenueThreeYearCAGR("MSFT")
   • Returns Microsoft’s 3-year revenue CAGR.

2. =RevenueThreeYearCAGR("IBM")
   • Returns IBM’s 3-year revenue CAGR, showing historical growth trends.

3. =RevenueThreeYearCAGR("INVALID")
   • Returns "NA" if the symbol is invalid or not found in the database.

In each case, if MarketXLS cannot retrieve suitable data, or if your license is not active, the function will display “NA” (or a relevant message).

Advanced Scenarios

1. Comparing multiple growth rates at once:
   • In separate cells, list out different symbols (e.g., MSFT, AMZN, GOOGL).
   • Use RevenueThreeYearCAGR in each cell to quickly see which company shows stronger three-year revenue growth.

2. Integrating with other Excel functions:
   • Combine your CAGR results with ranking or sorting functions (e.g., RANK or SORT) to highlight which stocks lead or lag in revenue growth.

3. Due diligence and portfolio filtering:
   • Create a custom watchlist or screener pivot table, including cells for 3-year revenue CAGR, 1-year ROI, and market cap. This helps you spot companies consistently growing revenue year-over-year.

Common Questions and Troubleshooting

• Why am I getting “NA”?

• Your symbol may be invalid, delisted, or not supported. Confirm the ticker is correct.
• You may have an inactive or invalid MarketXLS license. Check your license status or subscription.
• Limited data availability: Some stocks, especially newly listed or certain international ones, may not have enough historical revenue data.

• Does this work for non-US tickers?

• This function is designed primarily with US equities in mind. For certain symbols outside the US, revenue information may be limited or unavailable. In such cases, the function might return “NA.”

• Will the function handle negative growth?

• Yes. If the revenue growth over three years is negative, the function returns a negative CAGR.

• Are decimal separators influenced by regional settings?

• MarketXLS typically handles decimal separators, but ensure your system locale settings are correct to display data as expected.

By leveraging the RevenueThreeYearCAGR function, you can identify revenue growth patterns and spot compelling investment opportunities. Whether you’re a short-term trader or a long-term investor, this metric offers a valuable insight into a company’s mid-term health—directly within Excel, thanks to MarketXLS.