Trial questions

[Panos]

Hello, I just started using the trial version and I have the following questions regarding some functions I need before I proceed and I can't find answers in the examples provided in the website.

1. I want to find for a specific time period the HIGHEST or the LOWEST price.
eg. for the last 6 months the highest or the lowest stock price. Now I use in excel the following commands but is very slow if I want to find out the prices for many stocks.

=MAX(STOCKHISTORY("appl"; TODAY()-180; TODAY();0;0;1;));""

=MIN(STOCKHISTORY("appl"; TODAY()-180; TODAY();0;0;1;));""

2a. I want to calculate the last 4 EPS earnings-quarters of each company if it was on target or not. Currently I check investing.com. In the example below I see the current stock was 4/4 success in EPS. Is there any way to acquire this info through pricefeed?

2b. I also want the same for revenues. Also in the below example the target was 4/4. Always better than forecast.

I think the best way to calculate the above is import the latest eps/revenues and relevant forecast values in excel. Is there any way for this?

3. My last question has to do with last earnings date and next earnings date. How I can do this?

Thanks/Panos

[Andrew Sinclair]

Hi Panos,

Thank you for trying our software and for your detailed feedback.

1. It is not possible to do this without retrieving the entire time series and using Excel to calculate the min/max etc., like you are currently doing. It's a good idea though and we will look at adding some specific formulas for this.

2a. The Add-in includes earnings history with EPS Estimate and Actual (plus different and surprise) for the last 4 quarters.
Please see the User Guide for more details: https://www.excelpricefeed.com/userguide/excel-formula-yahoo-finance/stocks-estimates-revisions#earnings_history

2b. I don't think this is possible, we can only really provide formulas for data that is available on the Yahoo Finance website. If you can find it there let me know and we will look at adding some new formulas.

3. For next earnings date, it can be a little tricky as often earnings dates have not been announced.
If a date has been announced then you can use this formula: =EPF.Yahoo.NextEarningsDate("DIS")

Otherwise there are often estimated date ranges available, please see the relevant section in the User Guide:
https://www.excelpricefeed.com/userguide/excel-formula-yahoo-finance/stocks#next_earnings_announcement

We also provide some example spreadsheets which may help you use the software.  The first one (All Yahoo Finance Excel Formulas) is very useful:
https://www.excelpricefeed.com/userguide/example-excel-spreadsheets

I hope this helps.

Kind Regards,

Andrew Sinclair

[Panos]

Hi Andrew,

thanks for your feedback. Please check my further input below.

1. I guess it's not also possible to use it with MIN/MAX and excelpricefeed functions? Yes it could be great if you add it in the near future.

2a. Perfect!!!

2b. I think I found it at least for the last quarter and next 2 quarters.
I guess the following functions cover the next two quarters growth (year to year %), is that correct?
=EPF.Yahoo.Revenue.Estimate.SalesGrowth.Quarter(([@Ticker]);0) --> current quarter

=EPF.Yahoo.Revenue.Estimate.SalesGrowth.Quarter(([@Ticker]);1) --> next quarter

And for the last Quarterly Revenue Growth (yoy) is covered by =EPF.Yahoo.RevenueGrowth([@Ticker])

3. Unfortunately Yahoo Finance earnings date and in general are almost never up to date. Check for example Google which is one of the top stocks (https://finance.yahoo.com/quote/GOOG/analysis?p=GOOG). Earnings date and many other info like last quarter results have not been updated yet.
Can you acquire this info from somewhere else, eg. investing.com or nasdaq.com? It would be also interesting to have last earnings date.

Keep up the good job.

BR/Panos

[Andrew Sinclair]

Hi Panos,

Thank you for your reply.

1. This is on our development roadmap, I will let you know when we plan to release it (not in the immediate future, perhaps by the end of Q1).

3: I will investigate and see if I can find a more reliable source, although it is difficult to find free, reliable financial data sources.

Kind Regards,

Andy