Excel Formula Reference: Stocks

Excel Price Feed Quandl Example Spreadsheet Download
Click the Excel icon to download a sample spreadsheet with all Excel Price Feed Yahoo Finance stock formulas.

Excel Price Feed provides current market data for a large range of stocks across many different countries and exchanges.

Click on a category below to view the different Excel formulas which Excel Price Feed provides:


Live Price

Yahoo Finance Excel Formulas Stock Live Price

Yahoo Finance provides data from many different exchanges, some are real-time (such as the NYSE and NASDAQ) whilst others are delayed. For full details of coverage refer to Exchanges and data providers on Yahoo Finance on the Yahoo Finance website.

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

Formula Description
EPF.Yahoo.Price Current mid price.
EPF.Yahoo.DayChange Change in price today.
EPF.Yahoo.DayChangePercent Percentage change in price today.
EPF.Yahoo.RegularMarketTime Regular market time/date (GMT).
This effectively the time of last trade in the regular market.
It can be used to tell if the market is currently open or not.


Pre-market Price

Yahoo Finance Excel Formulas Pre-market Price

These formulas are only valid during the pre-market trading session. Use the EPF.Yahoo.MarketState formula to query the current market start (Pre, Regular, etc).

Please note: there is an article on our blog which discusses pre-market prices.

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

Formula Description
EPF.Yahoo.PreMarketPrice Current pre-market price.
EPF.Yahoo.PreMarketChange Change in pre-market price during the current session.
EPF.Yahoo.PreMarketChangePercent Percent change in pre-market price during the current session.


Post-market Price

These formulas are only valid during the post-market trading session. Use the EPF.Yahoo.MarketState formula to query the current market start (Pre, Regular, etc).

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

Formula Description
EPF.Yahoo.PostMarketPrice Current post-market price.
EPF.Yahoo.PostMarketChange Change in post-market price during the current session.
EPF.Yahoo.PostMarketChangePercent Percent change in post-market price during the current session.


Summary

Yahoo Finance Excel Formulas Stock Summary

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

Formula Description
EPF.Yahoo.PrevClose Previous market close price.
EPF.Yahoo.MarketOpen Market open price.
EPF.Yahoo.Bid Current bid price.
EPF.Yahoo.BidSize Current bid size.
EPF.Yahoo.Ask Current ask price.
EPF.Yahoo.AskSize Current ask size.
EPF.Yahoo.DayLow Day low.
EPF.Yahoo.DayHigh Day high.
EPF.Yahoo.52WeekLow 52 week low.
EPF.Yahoo.52WeekHigh 52 week high.
EPF.Yahoo.52WeekChange 52 Week Change in price (%).
EPF.Yahoo.DayVolume Volume of shares traded today.
EPF.Yahoo.AverageDailyVolume10Day Average daily volume over past 10 trading days.
EPF.Yahoo.AverageDailyVolume3Month Average daily volume over past 3 months.
EPF.Yahoo.MarketCap Current market capitalisation.
EPF.Yahoo.Beta Beta.
EPF.Yahoo.PERatio PE Ratio TTM (Trailing Twelve Months).
EPF.Yahoo.EPS EPS TTM (Trailing Twelve Months).
EPF.Yahoo.ForwardAnnualDividendYield Forward annual dividend yield.
EPF.Yahoo.ForwardAnnualDividendRate Forward annual dividend rate.
EPF.Yahoo.ExDividendDate Ex Dividend Date.
EPF.Yahoo.TargetMeanPrice 1Y Target Estimate (Analyst Target Mean Price).


Next Earnings Announcement Date

All of these formulas require just a stock ticker, for example: =EPF.Yahoo.NextEarningsDate("BMW.DE")

Formula Description
EPF.Yahoo.NextEarningsDate The next date that earnings will be announced
Note: if the exact earnings date has not been announced yet then this value will be empty.
EPF.Yahoo.NextEarningsDateEstimate The estimated date period that earnings will be announced
Note: if the exact earnings date has been announced then this value will be empty.
EPF.Yahoo.NextEarningsDateEstimateStart The estimated start date of the period that earnings will be announced
Note: if the exact earnings date has not been announced yet then this value will be empty.
EPF.Yahoo.NextEarningsDateEstimateEnd The estimated end date of the period that earnings will be announced
Note: if the exact earnings date has not been announced yet then this value will be empty.


Analyst Price Targets

Yahoo Finance Excel Formulas Analyst Price Targets

All these formulas require just a stock ticker, for example: =EPF.Yahoo.TargetMeanPrice("MSFT")

Formula Description
EPF.Yahoo.TargetHighPrice Analyst Target 1Y High Price.
EPF.Yahoo.TargetLowPrice Analyst Target 1Y Low Price.
EPF.Yahoo.TargetMeanPrice Analyst Target 1Y Mean Price.
EPF.Yahoo.TargetMedianPrice Analyst Target 1Y Median Price.


Company Profile

Yahoo Finance Excel Formulas Stock Company Profile

All these formulas require just a stock ticker, for example: =EPF.Yahoo.Industry("FB")

Formula Description
EPF.Yahoo.Name Company name.
EPF.Yahoo.City City (the city where the HQ or registered office is located).
EPF.Yahoo.Country Country (the country where the HQ or registered office is located).
EPF.Yahoo.Sector Sector name.
EPF.Yahoo.Industry Industry name.
EPF.Yahoo.QuoteType Quote type, for example "EQUITY" or "MUTUALFUND".


Statistics: Valuation Measures

Yahoo Finance Excel Formulas Stock Statistics: Valuation Measures

All these formulas require just a stock ticker, for example: =EPF.Yahoo.MarketCap("NFLX")

Formula Description
EPF.Yahoo.MarketCap Current market capitalisation.
EPF.Yahoo.EnterpriseValue Enterprise Value.
EPF.Yahoo.PERatio PE Ratio TTM (Trailing Twelve Months).
EPF.Yahoo.PERatioForward PE Ratio Forward.
EPF.Yahoo.PEGRatio Price/Earnings-to-Growth (PEG) Ratio.
EPF.Yahoo.PriceToSales Price/Sales TTM (Trailing Twelve Months).
EPF.Yahoo.PriceToBookRatio Price to Book Ratio.
EPF.Yahoo.EnterpriseToRevenue Enterprise Value/Revenue.
EPF.Yahoo.EnterpriseToEbitda Enterprise Value/EBITDA.


Statistics: Share Statistics

Yahoo Finance Excel Formulas Stock Statistics: Share Statistics

All these formulas require just a stock ticker, for example: =EPF.Yahoo.SharesShort("AMZN")

Formula Description
EPF.Yahoo.AverageDailyVolume3Month Average daily volume over past 3 months.
EPF.Yahoo.AverageDailyVolume10Day Average daily volume over past 10 trading days.
EPF.Yahoo.SharesOutstanding Number of shares outstanding.
EPF.Yahoo.FloatingShares Number of floating shares.
EPF.Yahoo.HeldInsidersPercent % of shares held by insiders.
EPF.Yahoo.HeldInstitutionsPercent % of shares held by institutions.
EPF.Yahoo.SharesShort Number of short shares.
EPF.Yahoo.ShortRatio Short shares ratio.
EPF.Yahoo.ShortPercentFloat Short shares as a % of float.


Statistics: Financial Highlights

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

Formula Description
EPF.Yahoo.ProfitMargin Profit Margin.
EPF.Yahoo.OperatingMargin Operating Margin TTM (Trailing Twelve Months).
EPF.Yahoo.ReturnOnAssets Return on Assets TTM (Trailing Twelve Months)
EPF.Yahoo.ReturnOnEquity Return On Equity.
EPF.Yahoo.RevenuePerShare Revenue Per Share TTM (Trailing Twelve Months).
EPF.Yahoo.RevenueGrowth Quarterly Revenue Growth (Year on Year).
EPF.Yahoo.EBITDA EBITDA
(Earnings before interest, tax, depreciation
& amortization).
EPF.Yahoo.NetIncomeToCommon Net Income To Common.
EPF.Yahoo.DebtToEquity Total Debt/Equity.
EPF.Yahoo.BookValue Book Value Per Share (most recent quarter).
EPF.Yahoo.AveragePrice200Day Average price over the past 200 trading days.
EPF.Yahoo.AveragePrice50Day Average price over the past 50 trading days.
EPF.Yahoo.Beta Beta.
EPF.Yahoo.PayoutRatio Payout Ratio.