topic Re: Annualized EPS in DAX Commands and Tips

Annualized EPS

baronraghu — Tue, 01 Dec 2020 10:32:58 GMT

HI All,

I have two tables

Table 1- Stock Price has daily stock price for last two years

01-12-2018 100

02-12-2018 98

03-12-2018 102

04-12-2018 105

05-12-2018 96

01-03-2018 150

02-03-2018 158

03-03-2018 142

04-03-2018 156

05-03-2018 147

Similarly I have another table with quarterly Earning per Share (EPS)

31-12-2016 06

31-03-2017 05

30-06-2017 09

30-09-2017 12

31-12-2017 16

31-03-2018 04

30-06-2018 15

30-09-2018 10

31-12-2018 12

31-03-2019 18

and so on

Now I want two have a single table which shows the price and annual EPS like below

Date Price Annual EPS

01-12-2018 100 (10+15+4+16)= 45

02-12-2018 98 (10+15+4+16)= 45

03-12-2018 102 (10+15+4+16)= 45

01-03-2018 150 (12+10+15+4)= 41

02-03-2018 158 (12+10+15+4)= 41

03-03-2018 142 (12+10+15+4)= 41

04-03-2018 156 (12+10+15+4)= 41

05-03-2018 147 (12+10+15+4)= 41

Thanks

Re: Annualized EPS

AlB — Tue, 01 Dec 2020 12:15:50 GMT

Hi baronraghu

Create a calculated column in your Prices table:

New col = CALCULATE ( SUM ( EPSTable[EPS] ), FILTER ( ALL ( EPSTable[Date] ), YEAR ( EPSTable[Date] ) = YEAR ( PricesTable[Date] ) ) )

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Re: Annualized EPS

baronraghu — Tue, 01 Dec 2020 12:43:49 GMT

AlB

I tried your suggestion,

The output that I am getting is the EPS for only quarter ending dates and not for the remianing days.
This is also the EPS of that quarter and not TTM EPS.

This is the output screeen

I have calculted the annualized EPS in the EPS table as below

In the Price table i have mapped quarter ending for each date and now trying to match the annualized eps for each entry.

This way I am tring to calculte the PE ratio for each day trded price- Stock Price/ Annualized EPS

Re: Annualized EPS

AlB — Tue, 01 Dec 2020 16:14:11 GMT

baronraghu

I'd need to see the pbix. Can you share it?

Also, what is the logic to choose the four quarters of EPS for a specific date?

I guess we have to take into account the name of the stock, although you didn't mention it earlier.

Please mark the question solved when done and consider giving a thumbs up if posts are helpful.

Contact me privately for support with any larger-scale BI needs, tutoring, etc.

Cheers