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 CORP20262026-06-3018.019.320.723333333333319.327461139896431.38686131386860.6602550387596959.5486606541936.26412073591674196522000000.02707495580000.00.0097558226744430.202132352391420.111940450329689146644000000.036291000000.00.302334833528110.795586726625660.9501048177272661.11114865298535
3MSFT0000789019MICROSOFT CORP20252025-06-3013.716.736.30729927007329.785029940119815.51433389544692.3402422246905846.210009417462710.7641181265812167070000000.03633428530000.00.006674693302264970.2423403252415740.134360470363545103528000000.032634000000.00.2964722734140950.9391441924112241.126751287366681.17313667417931
4MSFT0000789019MICROSOFT CORP20242024-06-3011.8612.7438.510118043844935.850078492935622.01646090534981.7491511560101536.129323105907712.6415321610417136758000000.03351003630000.00.006569316038294760.2529726785876370.1757543476722462237000000.056311000000.00.3282813797829981.193535484182521.250342021988021.19116942054093
5MSFT0000789019MICROSOFT CORP20232023-06-309.7211.1235.034979423868330.62410071942450.206185567010331169.91965020574427.695809830781612.2957227855283111290000000.02467003840000.00.007979379450447320.2796119456613370.25450119530799235104000000.052478000000.00.3508871464385641.319821369088421.270273036251881.21496632359791
6MSFT0000789019MICROSOFT CORP20222022-06-309.79.3226.477319587628927.556866952789719.45812807881771.3607331332376422.217449306296711.5598328349605105261000000.01866079680000.00.009638490734104770.255107371662680.31541593111647529143000000.059892000000.00.4367546925099971.214044425742111.164360811685031.21156836918717
ABCDEF
1trading_symbolMSFTMSFTMSFTMSFTMSFT
2central_index_key00007890190000789019000078901900007890190000789019
3registrant_nameMICROSOFT CORPMICROSOFT CORPMICROSOFT CORPMICROSOFT CORPMICROSOFT CORP
4fiscal_year20262025202420232022
5period_end_date2026-06-302025-06-302024-06-302023-06-302022-06-30
6earnings_per_share18.013.711.869.729.7
7earnings_per_share_forecast19.316.712.7411.129.32
8price_to_earnings_ratio20.723333333333336.30729927007338.510118043844935.034979423868326.4773195876289
9forward_price_to_earnings_ratio19.327461139896429.785029940119835.850078492935630.624100719424527.5568669527897
10earnings_growth_rate31.386861313868615.514333895446922.01646090534980.20618556701033119.4581280788177
11price_earnings_to_growth_ratio0.660255038759692.340242224690581.74915115601015169.9196502057441.36073313323764
12book_value_per_share59.54866065419346.210009417462736.129323105907727.695809830781622.2174493062967
13price_to_book_ratio6.2641207359167410.764118126581212.641532161041712.295722785528311.5598328349605
14ebitda196522000000.0167070000000.0136758000000.0111290000000.0105261000000.0
15enterprise_value2707495580000.03633428530000.03351003630000.02467003840000.01866079680000.0
16dividend_yield0.0097558226744430.006674693302264970.006569316038294760.007979379450447320.00963849073410477
17dividend_payout_ratio0.202132352391420.2423403252415740.2529726785876370.2796119456613370.25510737166268
18debt_to_equity_ratio0.1119404503296890.1343604703635450.175754347672240.2545011953079920.315415931116475
19capital_expenditures146644000000.0103528000000.062237000000.035104000000.029143000000.0
20free_cash_flow36291000000.032634000000.056311000000.052478000000.059892000000.0
21return_on_equity0.302334833528110.2964722734140950.3282813797829980.3508871464385640.436754692509997
22one_year_beta0.795586726625660.9391441924112241.193535484182521.319821369088421.21404442574211
23three_year_beta0.9501048177272661.126751287366681.250342021988021.270273036251881.16436081168503
24five_year_beta1.111148652985351.173136674179311.191169420540931.214966323597911.21156836918717
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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