Excel Formula Reference: Environment, Social and Governance (ESG) Risk Ratings

Excel Price Feed includes several formulas for providing ESG company risk ratings, via Yahoo Finance/Sustainalytics.

Investors are increasingly including these non-financial factors as part of their stock analysis and screening process. They are particularly useful for identifying risks or assisting with the construction of an ethical stock portfolio.

Low numbers indicate a low risk, whereas higher numbers indicate a higher risk:

Here is an example of the ESG Risk Ratings for Apple on the Yahoo Finance website:

ESG Risk Scores

All of these formulas require just a stock ticker, for example: =EPF.Yahoo.ESG.TotalScore("AAPL")

Formula	Description
`EPF.Yahoo.ESG.TotalScore`	Total ESG Risk Score.
`EPF.Yahoo.ESG.EnvironmentScore`	Environment Risk Score.
`EPF.Yahoo.ESG.SocialScore`	Social Risk Score.
`EPF.Yahoo.ESG.GovernanceScore`	Governance Risk Score.
`EPF.Yahoo.ESG.ControversyLevel`	Significant Controversy Level.

ESG Peer Performance Averages

Excel Price Feed also includes formulas for returning peer average scores so you can compare an individual company's ESG score with the average of its peers.

All of these formulas require just a stock ticker, for example: =EPF.Yahoo.ESG.EnvironmentScore.Peer("XOM")

Formula	Description
`EPF.Yahoo.ESG.TotalScore.Peer`	Peer Average ESG Risk Score.
`EPF.Yahoo.ESG.EnvironmentScore.Peer`	Peer Average Environment Risk Score.
`EPF.Yahoo.ESG.SocialScore.Peer`	Peer Average Social Risk Score.
`EPF.Yahoo.ESG.GovernanceScore.Peer`	Peer Average Governance Risk Score.
`EPF.Yahoo.ESG.ControversyLevel.Peer`	Peer Average Significant Controversy Level.

Product Involvement Areas

These formulas report whether a company is involved in a potentially controversial product area.

All of these formulas require just a stock ticker, for example: =EPF.Yahoo.ESG.Involvement.ThermalCoal("XOM")
and return true/false.

Formula	Description
`EPF.Yahoo.ESG.Involvement.Adult`	Involvement in Adult Entertainment.
`EPF.Yahoo.ESG.Involvement.Alcoholic`	Involvement in Alcoholic Beverages.
`EPF.Yahoo.ESG.Involvement.AnimalTesting`	Involvement in Animal Testing.
`EPF.Yahoo.ESG.Involvement.CatholicValues`	Involvement in abortion, contraceptives, or human embryonic stem cell and fetal tissue research.
`EPF.Yahoo.ESG.Involvement.ControversialWeapons`	Involvement in Controversial Weapons .
`EPF.Yahoo.ESG.Involvement.SmallArms`	Involvement in Small Arms.
`EPF.Yahoo.ESG.Involvement.FurLeather`	Involvement in Fur and Speciality Leather.
`EPF.Yahoo.ESG.Involvement.Gambling`	Involvement in Gambling.
`EPF.Yahoo.ESG.Involvement.GMO`	Involvement in GMO.
`EPF.Yahoo.ESG.Involvement.MilitaryContracting`	Involvement in Military Contracting.
`EPF.Yahoo.ESG.Involvement.Nuclear`	Involvement in Nuclear.
`EPF.Yahoo.ESG.Involvement.Pesticides`	Involvement in Pesticides.
`EPF.Yahoo.ESG.Involvement.PalmOil`	Involvement in Palm Oil.
`EPF.Yahoo.ESG.Involvement.ThermalCoal`	Involvement in Thermal Coal.
`EPF.Yahoo.ESG.Involvement.Tobacco`	Involvement in Tobacco.