How do I use Monthly Ranking Spreadsheet?

The EPS Growth Heavyweights monthly ranking spreadsheet contains 700+ tickers from the DOW, S&P500, NASDAQ100 and TSX Composite. If a company’s stock is removed from their respective index it will automatically be dropped from our monthly list. That being said companies being dropped from their index most likely do not have the earnings growth history this community is looking so we will be hoping they are replaced by future Heavyweights.

The primary column is the EPS Growth Ranking column where we rank each company’s historical TTM EPS growth based on the long-term earnings data available to us. See FAQ: “How are companies ranked?”  If you are merely looking for a stock screener that gives you the best chance of finding companies with a proven track record of growing their EPS for their shareholders you can stop reading and start enjoying your new investment tool by filtering for Super Heayweights and Heavyweights.

While a two column spreadsheet with only tickers and EPS Growth Rankings can provide valuable information we have added several other sections and columns so you can see the data behind the rankings and dig deeper into current price of the companies you are considering investing in. Below are more details on each section and all 28 columns included in the EPS Growth Heavyweights Ranking List:

General Section:

Column A [Order] – Contains numbers so after you are done filtering and sorting the data can be put data back in its original order by simply doing an A to Z or Ascending sort on this column.
Column B [Ticker] – Trading ticker symbol for the company. Note: Only the tickers from this column are available on our Chart app and must be entered as they appear in the list.
Column C [Company] – Company Name
Column D [EPSG Ranking] – This is by far our favorite column! Contains our weight class ranking bases the companies’ long term TTM EPS percent up data.
Column E [Index] – Identifies the index DOW, S&P500, NASDAQ100, or TSX. Note: Some companies are in more than one index. e.g. AAPL
Column F [Sector] – The sector describes the area of business of the company. Consistent names have been applied across the primary 11 sectors.

Adjusted TTM EPS Quarters Percent Up for Ranking:

Column G [Years of Data] – Number of years of quarterly data we were able to retrieve.
Column H [All Data TTM % Up] – Percentage of up TTM EPS quarters over all retrieved data.
Column I [10 Years TTM % Up] – Percentage of up TTM EPS quarters over most recent 40 quarters (or 10 Years).
Column J [5 Years TTM % Up] – Percentage of up TTM EPS quarters over most recent 20 quarters (or 5 Years).

Annualized TTM EPS Growth Rates Section:

Column K [All Data EPS Growth Rate] – Annualized growth rate of TTM EPS all retrieved data.
Column L [10Yr EPS Growth Rate] – Annualized growth rate of TTM EPS over most recent 10 years.
Column M [5Yr EPS Growth Rate] – Annualized growth rate of TTM EPS over most recent 5 years.

1Yr Adjusted EPS, PE, and Next Earnings Call Section:

Column N [1Yr Adjusted TTM EPS] – Combined adjusted earnings per share from the most recent 4 quarters.
Column O [Adjusted TTM PE] – Closing price from Column Q divided by the 1Yr Adjusted TTM EPS in Column N.
Column P [Next Update] – Date of next earnings call.

Current Price Summary (at Close of Trading on Last Day of Previous Month) Section:

Column Q [Closing Price] – Closing price on the last day of the previous month.
Column R [52 Week Low] – Lowest price over the past 52 weeks from last day of previous month.
Column S [Current vs. 52W Range] – Current price compared to 52 week high/low price range. Formatted as Data Bar for easy visual comparison.
Column T [52 Week High] – Highest price over the past 52 weeks from last day of previous month.
Column U [% Above 52W Low] – Percent difference of closing price in Column Q above 52 week low in Column R.
Column V [% Below 52W High] – Percent difference of closing price in Column Q below 52 week high in Column T.

Other Fundamentals:

Column W [GAAP EPS] – Generally Accepted Accounting Principles earnings per share reported for the previous year.
Column X [GAAP PE] – Closing price from Column Q divided by the GAAP EPS in Column W.
Column Y [Dividend Yield] – Percent dividend yield on the last day of the previous month.
Column Z [Adjusted EPS Payout Ratio] – Calculated value from current dividend yield in Column Y times closing price in Column Q divided by the 1yr adjusted EPS in Column N.
Column AA [Market Cap] – Market capitalization represents the number of outstanding shares multiplied by the price on the last day of the previous month.

Millennial High Price (i.e. Since January 1, 2000) Section:

Column AB [Millennial High] – Highest price since Jan 1st, 2000.
Column AC [% Diff from Millennial High] – Percent difference of closing price in Column Q below Millennial High in Column AB.
Column AD [Month of Millennial High] – Displays the first day of the year and month in which the Millennial High occurred.

Note: All columns can be independently and simultaneously filtered and/or sorted in Excel or LibreOffice Calc.

We will caution you that the 2008 recession is now more than 10 years in the past so if you prefer using the shorter duration 10 and 5 year columns in the spreadsheet you may want to use our charting tool to see how the company you are considering held up around the 2000, 2008, and 2020 recession bars.