Comprehensive Yahoo Finance Summary for Excel

Overview

The YahooFinanceSummary provider offers access to a comprehensive set of financial data fields, including:

• Valuation Ratios
  Forward P/E, PEG Ratio, Price/Book, Price/Sales, Enterprise Value metrics

• Profitability Metrics
  Gross Profit, Operating Margin, Net Income, Return on Assets, Return on Equity

• Cash Flow and Balance Sheet Items
  EBITDA, Operating Cash Flow, Total Cash, Total Debt, Book Value

• Stock Metrics and Share Statistics
  Shares Outstanding, Float, Insider and Institutional Ownership, Short Interest

• Dividend and Split Information
  Dividend Dates, Ex-Dividend Date, Split Dates and Ratios

• Analyst Forecasts and Ratings
  Target Prices, EPS Estimates, Recommendation Scores

• Growth Indicators
  Quarterly Revenue and Earnings Growth, Revenue per Share

This data can be used to build dashboards, valuation models, or custom financial analytics directly in Excel.

The YahooFinanceSummary data provider allows you to retrieve a wide range of financial metrics and valuation ratios for publicly traded companies directly into Microsoft Excel.

You can use the following generic RTD formula:

=RTD("market.rtd",,"YahooFinanceSummary","<Symbol>","<Data Field>")

For example:

=RTD("market.rtd",,"YahooFinanceSummary","AAPL","EPS")

In this formula:

• <Symbol> is the ticker symbol (e.g., AAPL)
• <Data Field> is one of the supported fields listed below.

Use the Formula Builder to create and copy formulas into your Excel worksheets. The Formula Builder also allows you to customize formula separators and layout settings.

To find ticker symbols, visit Yahoo Finance.

You may also refer to the complete list of Yahoo Finance exchanges.

By default, the refresh interval is six hours. You can modify it using the following formula:

=RTD("market.rtd",,"YahooFinanceSummary","rtd_RefreshInterval",66060)

Data Fields and Excel Formulas