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Excel Formula Reference: EODHistoricalData.com Stocks Financial Analysis

Excel Price Feed provides Excel formulas for financial analysis (both annual and quarterly) , including Income Statement, Balance Sheet and Cash Flow data for a large range of stocks across many different exchanges and countries.

This feature enables you to easily analyse company reported earnings/results in Excel using simple Excel formulas.

For example, here is an extract of the Microsoft annual results from our sample spreadsheet (click the Excel icon above to download):

And here is an extract of quarterly results for Microsoft, again from our sample spreadsheet:

Please note you need an active subscription with EODHistoricData.com to access this data.

Annual Reported Financial Results

For annual reported results these formulas require a symbol/exchange and year. For example:

=EPF.EOD.IncomeStatement.TotalRevenue("AAPL.US", 2019)

Will return the 2019 annual revenue for Apple.

Quarterly Reported Financial Results

For quarterly reported results you need to also specify a quarter. For example:

=EPF.EOD.IncomeStatement.TotalRevenue("MSFT.US", 2020, 3)

Will return the 2020 3rd quarter revenue for Microsoft.

The "quarter" number determines which period the companies quarter ended. The table below shows how the quarter numbers correspond to months:

Quarter	Description
1	Quarter ends in either January, February or March.
2	Quarter ends in either April, May or June.
3	Quarter ends in either July, August or September.
4	Quarter ends in either October, November or December.

General Formulas

There are two useful formulas which can be used to return the end date for the earnings (i.e. year or quarter end) as well as the date the earnings were filed:

Formula	Description
EPF.EOD.EarningsEndDate	Reporting Period End Date
EPF.EOD.EarningsFilingDate	Filing Date

Income Statement Formulas

Formula	Description
EPF.EOD.IncomeStatement.TotalRevenue	Total Revenue
EPF.EOD.IncomeStatement.CostOfRevenue	Cost of Revenue
EPF.EOD.IncomeStatement.GrossProfit	Gross Profit
EPF.EOD.IncomeStatement.ResearchAndDevelopmentExpense	Research And Development (R&D) Expense
EPF.EOD.IncomeStatement.OperatingIncome	Operating Income
EPF.EOD.IncomeStatement.InterestExpense	Interest Expense
EPF.EOD.IncomeStatement.NetIncome	Net Income

Balance Sheet Formulas

Formula	Description
EPF.EOD.BalanceSheet.Cash	Cash
EPF.EOD.BalanceSheet.Inventory	Inventory
EPF.EOD.BalanceSheet.CurrentAssetsTotal	Total Current Assets
EPF.EOD.BalanceSheet.NonCurrentAssetsTotal	Total Non-current Assets
EPF.EOD.BalanceSheet.IntangibleAssets	Intangible Assets
EPF.EOD.BalanceSheet.AssetsTotal	Total Assets
EPF.EOD.BalanceSheet.CurrentLiabilitiesTotal	Total Current Liabilities
EPF.EOD.BalanceSheet.LongTermDebt	Long Term Debt
EPF.EOD.BalanceSheet.LiabilitiesTotal	Total Liabilities

Cash Flow Formulas

Formula	Description
EPF.EOD.CashFlow.CashFlowOperatingActivities	Cash Flow from Operating Activities
EPF.EOD.CashFlow.CashFlowInvestingActivities	Cash Flow from Investing Activities
EPF.EOD.CashFlow.CashFlowFinancingActivities	Cash Flow from Financing Activities
EPF.EOD.CashFlow.ChangeInCash	Net Change In Cash
EPF.EOD.CashFlow.CapitalExpenditure	Capital Expenditure
EPF.EOD.CashFlow.DividendsPaid	Dividends Paid
EPF.EOD.CashFlow.StockBuybacks	Stock Buybacks