How to Get Key Metrics in Excel

Get key metrics directly in Excel using custom formulas. Retrieve financial data, automate your workflows, and keep your spreadsheets updated with our Excel add-in.

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2-Minute Setup
EXCEL FORMULA
=FDN("KeyMetrics", "MSFT", "", 5)

This formula pulls data into your spreadsheet once our Excel add-in is installed.

Formula Result

See exactly how data fills into your sheet when the formula runs. This example shows the actual up-to-date information returned.

ABCDEFGHIJKLMNOPQRSTUVWX
1trading_symbolcentral_index_keyregistrant_namefiscal_yearperiod_end_dateearnings_per_shareearnings_per_share_forecastprice_to_earnings_ratioforward_price_to_earnings_ratioearnings_growth_rateprice_earnings_to_growth_ratiobook_value_per_shareprice_to_book_ratioebitdaenterprise_valuedividend_yielddividend_payout_ratiodebt_to_equity_ratiocapital_expendituresfree_cash_flowreturn_on_equityone_year_betathree_year_betafive_year_beta
2MSFT0000789019MICROSOFT CORP20252025-06-3013.716.7636.30729927007329.678400954653915.51433389544692.3402422246905846.210009417462710.7641181265812167070000000.03633428530000.00.006674693302264970.2423403252415740.134360470363545103528000000.032634000000.00.2964722734140950.9391441924112241.126751287366681.17313667417931
3MSFT0000789019MICROSOFT CORP20242024-06-3011.8612.7438.510118043844935.850078492935622.01646090534981.7491511560101536.129323105907712.6415321610417136758000000.03351003630000.00.006569316038294760.2529726785876370.1757543476722462237000000.056311000000.00.3282813797829981.193535484182521.250342021988021.19116942054093
4MSFT0000789019MICROSOFT CORP20232023-06-309.7211.1235.034979423868330.62410071942450.206185567010331169.91965020574427.695809830781612.2957227855283111290000000.02467003840000.00.007979379450447320.2796119456613370.25450119530799235104000000.052478000000.00.3508871464385641.319821369088421.270273036251881.21496632359791
5MSFT0000789019MICROSOFT CORP20222022-06-309.79.3226.477319587628927.556866952789719.45812807881771.3607331332376422.217449306296711.5598328349605105261000000.01866079680000.00.009638490734104770.255107371662680.31541593111647529143000000.059892000000.00.4367546925099971.214044425742111.164360811685031.21156836918717
6MSFT0000789019MICROSOFT CORP20212021-06-308.128.8133.362068965517230.749148694665139.51890034364260.8442053973013518.813833311249514.398979491224688703000000.01974382300000.00.008254412376179530.2754320967505020.46636335464968927250000000.049490000000.00.4315223821731411.311630860642651.192234042079011.20697400180589
ABCDEF
1trading_symbolMSFTMSFTMSFTMSFTMSFT
2central_index_key00007890190000789019000078901900007890190000789019
3registrant_nameMICROSOFT CORPMICROSOFT CORPMICROSOFT CORPMICROSOFT CORPMICROSOFT CORP
4fiscal_year20252024202320222021
5period_end_date2025-06-302024-06-302023-06-302022-06-302021-06-30
6earnings_per_share13.711.869.729.78.12
7earnings_per_share_forecast16.7612.7411.129.328.81
8price_to_earnings_ratio36.30729927007338.510118043844935.034979423868326.477319587628933.3620689655172
9forward_price_to_earnings_ratio29.678400954653935.850078492935630.624100719424527.556866952789730.7491486946651
10earnings_growth_rate15.514333895446922.01646090534980.20618556701033119.458128078817739.5189003436426
11price_earnings_to_growth_ratio2.340242224690581.74915115601015169.9196502057441.360733133237640.84420539730135
12book_value_per_share46.210009417462736.129323105907727.695809830781622.217449306296718.8138333112495
13price_to_book_ratio10.764118126581212.641532161041712.295722785528311.559832834960514.3989794912246
14ebitda167070000000.0136758000000.0111290000000.0105261000000.088703000000.0
15enterprise_value3633428530000.03351003630000.02467003840000.01866079680000.01974382300000.0
16dividend_yield0.006674693302264970.006569316038294760.007979379450447320.009638490734104770.00825441237617953
17dividend_payout_ratio0.2423403252415740.2529726785876370.2796119456613370.255107371662680.275432096750502
18debt_to_equity_ratio0.1343604703635450.175754347672240.2545011953079920.3154159311164750.466363354649689
19capital_expenditures103528000000.062237000000.035104000000.029143000000.027250000000.0
20free_cash_flow32634000000.056311000000.052478000000.059892000000.049490000000.0
21return_on_equity0.2964722734140950.3282813797829980.3508871464385640.4367546925099970.431522382173141
22one_year_beta0.9391441924112241.193535484182521.319821369088421.214044425742111.31163086064265
23three_year_beta1.126751287366681.250342021988021.270273036251881.164360811685031.19223404207901
24five_year_beta1.173136674179311.191169420540931.214966323597911.211568369187171.20697400180589
The formula returns key financial metrics such as price-to-earnings ratio, price-to-book ratio, free cash flow, etc. This information is particularly important for value investors looking to identify undervalued stocks. Data is available for several thousand US and international companies.

Steps to Get Started

01
Install the Add-in

Open Excel, navigate to the Home tab, select Add-ins, and search for FinancialData.Net.

02
Grab Your Key

Sign in to your account at FinancialData.Net, open the dashboard, and copy your API key.

03
Run Your Formula

Open the task pane in Excel, save your API key, and start typing the =FDN(...) formula.

Formula Reference

Use the formula to retrieve financial data by specifying a dataset, ticker symbol, and additional parameters.

=FDN(dataset, identifier, argument, maxRows)
datasetString
Specifies the dataset to query. Enter the dataset name enclosed in quotation marks, for example "KeyMetrics".
identifierString
Accepts one or multiple identifiers such as ticker symbols (e.g., "AAPL" or "AAPL,MSFT") or other supported identifier types.
argumentString
Filters the dataset output using an additional parameter, such as a date like "2025-01-15" or a reporting period like "year" or "quarter".
maxRowsInteger
Limits the number of records returned by the formula. For example, setting the value to 5 returns the five most recent rows.

Troubleshooting & FAQ

If Excel doesn't recognize the =FDN() formula, the add-in may not have loaded correctly. Restart Excel or reinstall the add-in from the Office Add-ins Store.

Excel displays this error when it does not recognize the =FDN() formula. This means the add-in is either not installed or has been disabled.

The =FDN() formula outputs multiple rows and columns of data, which Excel blocks if any existing text or formatting occupies the surrounding cells. Simply clear these obstructing cells to allow the formula to expand completely.

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Access 80+ financial datasets directly in Excel using simple formulas.

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