Excel Add-In: Component Ratings

The New Constructs Component Ratings Excel Add-In function provides immediate access to our component ratings on 2750+ stocks, 650+ ETFs, and 7050+ mutual funds. Ratings are updated daily.


For more information about our rating methodology, see the Education section of our website:

Excel Add-In: Component Ratings

Function
Function Name
=NC_CompRating(ticker)
Parameters
Name
Position
Description
Example
Ticker
1
Ticker of the stock, ETF, or mutual fund. You can use the coverage function to get full lists of options.
A
Component Rating
2
Number of the component rating to return. See the Data Definitions table for options.
3
Return Type
3
Type of data to return for the component rating, where 1 = a text name and 2 = an integer value. Options:
1 2
1
Return Values
Name
Description
Example
Requested Component Rating
The requested component rating
1 or Very Attractive
Sample Function Call
      
A B C D E
1 =NC_CompRating("A", 3, 1)
2
3
4
5
Sample Response Data
      
A B C D E
1 Very Attractive
2
3
4
5
Sample Helper Use

Excel Add-In: Rating Definitions

Numeric Rating Value
Definition
1
Very Attractive - our best rating
2
Attractive
3
Neutral
4
Unattractive
5
Very Unattractive - our worst rating

Excel Add-In: Data Definitions

Rating Name
Function Value
Definition
Overall Risk/Reward Rating
1
Rating: Overall Risk/Reward Rating (see Table 4-1; our best rating is 1 and our worst rating is 5)
Economic vs. Reported EPS Rating
2
Rating: Economic vs Reported EPS
ROIC Rating
3
Rating: ROIC (Return on Invested Capital)
Free Cash Flow Yield Rating
4
Rating: FCF (Free Cash Flow) Yield
Price-to-Economic Book Value Rating
5
Rating: Price-to-EBV (Economic Book Value) Ratio
Growth Appreciation Period Rating
6
Rating: GAP (Growth Appreciation Period)
Total Annual Costs Rating
7
Rating: Expense Total Annualized (ETFs and mutual funds only)
Cash Allocation Rating
8
Rating: Allocation Percent Cash (mutual funds only)
Security Name
9
Note that this is not a rating; the name of the security provided for convenience.

Excel Add-In: Ratings Errors

Error
Message
Error Code
RatingNotFound
The requested rating information was not found.
404

Excel Add-In: All Component Ratings (Helper)

Helper that returns all component ratings for the requested security.

Function
Function Name
NC_CompRating Helper
Return Values
Name
Description
Example
Ticker
The ticker of the security
A
Company Name
The name of the requested security
Agilent Technologies, Inc.
Overall Risk/Reward Rating
Rating: Overall Risk/Reward Rating (see Table 4-1; our best rating is 1 and our worst rating is 5)
1 or Very Attractive
Economic vs. Reported EPS Rating
Rating: Economic vs Reported EPS
1 or Very Attractive
ROIC Rating
Rating: ROIC (Return on Invested Capital)
1 or Very Attractive
FCF Yield Rating
Rating: FCF (Free Cash Flow) Yield
1 or Very Attractive
Price-to-Economic Book Value Rating
Rating: Price-to-EBV (Economic Book Value) Ratio
1 or Very Attractive
GAP Rating
Rating: GAP (Growth Appreciation Period)
1 or Very Attractive
Total Annual Costs Rating
Rating: Expense Total Annualized (ETFs and mutual funds only)
1 or Very Attractive
Cash Allocation Rating
Rating: Allocation Percent Cash (mutual funds only)
1 or Very Attractive
Sample Response Data
      
A B C D E F G H
1 Ticker Company Name Overall Risk/Reward Rating Economic vs. Reported EPS Rating ROIC Rating FCF Yield Rating Price-to-Economic Book Value Rating GAP Rating
2 A Agilent Technologies, Inc. Unattractive Attractive Neutral Neutral Neutral Very Unattractive
3
4
5
6
Sample Helper Use