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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.