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Excel Add-In: Sector & Industry

The New Constructs Sector & Industry Excel Add-In function provides immediate access to the data points in our models for sectors. Models are updated daily.

Excel Add-In: Sector & Industry

Function

Function Name

=NC_Sector(ticker, datapoint, prior_year)

Parameters

Name

Position

Description

Example

Ticker

Ticker of the sector or industry. You can use the coverage endpoint to get full lists of options.

BASICMATERIALSSEC

Datapoint

Name of data point. Click here for a full list of available data points.

ROIC_WAVG

Prior Year

Prior year to return data from. For example, a value of 1 will return data from the last fiscal year - 1. Options:
0 1 2 3 4 5

Return Values

Name

Description

Example

Data Value

Value of the requested datapoint in ones.

0.0786801

Sample Function Call

      
        
        
          
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          D
          
          E
          
        
        
        
         
          
            1
              =NC_Sector("BASICMATERIALSSEC", "ROIC_WAVG", 1)
              
            
              
              
            
              
              
            
              
              
            
              
              
            
          
          
         
          
            2
              
              
            
              
              
            
              
              
            
              
              
            
              
              
            
          
          
         
          
            3
              
              
            
              
              
            
              
              
            
              
              
            
              
              
            
          
          
         
          
            4

Sample Response Data

Available Datapoints

Datapoint Search

Name

Description

Datapoint

Category

Prior Years Available

Category Type

The category type: sector or industry. Sub-sector and sub-industry may be added in the future.

CATEGORY_TYPE

All

None

# of Stocks in the Sector/Industry

Number of stocks in the sector/industry

COUNT_COMPANY

All

# of ETFs in the Sector/Industry

Number of ETFs in the sector/industry

COUNT_ETF

All

# of Very Attractive Rated ETFs in the Sector/Industry

Number of Very Attractive rated ETFs in the sector/industry

COUNT_ETF_RATING_1

All

# of Attractive Rated ETFs in the Sector/Industry

Number of Attractive rated ETFs in the sector/industry

COUNT_ETF_RATING_2

All

# of Neutral Rated ETFs in the Sector/Industry

Number of Neutral rated ETFs in the sector/industry

COUNT_ETF_RATING_3

All

# of Unattractive Rated ETFs in the Sector/Industry

Number of Unattractive rated ETFs in the sector/industry

COUNT_ETF_RATING_4

All

# of Very Unattractive Rated ETFs in the Sector/Industry

Number of Very Unattractive rated ETFs in the sector/industry

COUNT_ETF_RATING_5

All

# of Mutual Funds in the Sector/Industry

Number of mutual funds in the sector/industry

COUNT_MF

All

# of Very Attractive Rated Mutual Funds in the Sector/Industry

Number of Very Attractive Rated Mutual Funds in the Sector/Industry

COUNT_MF_RATING_1

All

# of Attractive Rated Mutual Funds in the Sector/Industry

Number of Attractive Rated Mutual Funds in the Sector/Industry

COUNT_MF_RATING_2

All

# of Neutral Rated Mutual Funds in the Sector/Industry

Number of Neutral Rated Mutual Funds in the Sector/Industry

COUNT_MF_RATING_3

All

# of Unattractive Rated Mutual Funds in the Sector/Industry

Number of Unattractive Rated Mutual Funds in the Sector/Industry

COUNT_MF_RATING_4

All

# of Very Unattractive Rated Mutual Funds in the Sector/Industry

Number of Very Unattractive Rated Mutual Funds in the Sector/Industry

COUNT_MF_RATING_5

All

# of Very Attractive Rated Stocks in the Sector/Industry

Number of Very Attractive rated stocks in the sector/industry.

COUNT_RATING_1

All

# of Attractive Rated Stocks in the Sector/Industry

Number of Attractive rated stocks in the sector/industry.

COUNT_RATING_2

All

# of Neutral Rated Stocks in the Sector/Industry

Number of Neutral rated stocks in the sector/industry.

COUNT_RATING_3

All

# of Unattractive Rated Stocks in the Sector/Industry

Number of Unattractive rated stocks in the sector/industry.

COUNT_RATING_4

All

# of Very Unattractive Rated Stocks in the Sector/Industry

Number of Very Unattractive rated stocks in the sector/industry.

COUNT_RATING_5

All

Aggregate Reported Earnings

EARNINGS_REPORTED

All

0,1,2,3,4,5

Aggregate Economic Book Value

Aggregate Economic Book Value for the Sector/Industry.

ECONOMIC_BOOK_VALUE

All

0,1,2,3,4,5

Aggregate Economic Earnings

Aggregate Economic Earnings for the Sector/Industry.

ECONOMIC_EARNINGS

All

0,1,2,3,4,5

Simple Average Economic Earnings per Share Growth

Simple Average Economic Earnings per Share Growth for the Sector/Industry.

ECONOMIC_PROFIT_GROWTH_PER_SHARE_AVG

All

0,1,2,3,4,5

Median Economic Earnings per Share Growth

Median Economic Earnings per Share Growth for the Sector/Industry.

ECONOMIC_PROFIT_GROWTH_PER_SHARE_MEDIAN

All

0,1,2,3,4,5

Market Weighted Average Economic Earnings per Share Growth

Market Weighted Average Economic Earnings per Share Growth for the Sector/Industry.

ECONOMIC_PROFIT_GROWTH_PER_SHARE_WAVG

All

0,1,2,3,4,5

Simple Average Economic Earnings Margin (ROIC - WACC)

Simple Average Economic Earnings Margin (ROIC - WACC) for the Sector/Industry.

ECONOMIC_PROFIT_MARGIN_AVG

All

0,1,2,3,4,5

Median Economic Earnings Margin (ROIC - WACC)

Median Economic Earnings Margin (ROIC - WACC) for the Sector/Industry.

ECONOMIC_PROFIT_MARGIN_MEDIAN

All

0,1,2,3,4,5

Market Weighted Average Economic Earnings Margin (ROIC - WACC)

Market Weighted Average Economic Earnings Margin (ROIC - WACC) for the Sector/Industry.

ECONOMIC_PROFIT_MARGIN_WAVG

All

0,1,2,3,4,5

Aggregate Enterprise Value

Aggregate Enterprise Value for the Sector/Industry.

ENTERPRISE_VALUE

All

0,1,2,3,4,5

Aggregate Market Value

Aggregate Market Value for the Sector/Industry.

EQUITY_MARKET_VALUE

All

0,1,2,3,4,5

Very Attractive Rated % of Sector/Industry by Market Value

Very Attractive rated percent of market value in the sector/industry.

EQUITY_MARKET_VALUE_RATING_1

All

Attractive Rated % of Sector/Industry by Market Value

Attractive rated percent of market value in the sector/industry.

EQUITY_MARKET_VALUE_RATING_2

All

Neutral Rated % of Sector/Industry by Market Value

Neutral rated percent of market value in the sector/industry.

EQUITY_MARKET_VALUE_RATING_3

All

Unattractive Rated % of Sector/Industry by Market Value

Unattractive rated percent of market value in the sector/industry.

EQUITY_MARKET_VALUE_RATING_4

All

Very Unattractive Rated % of Sector/Industry by Market Value

Very Unattractive rated percent of market value in the sector/industry.

EQUITY_MARKET_VALUE_RATING_5

All

Simple Average FCF Yield

Simple Average FCF Yield for the Sector/Industry.

FCF_YIELD_AVG

All

0,1,2,3,4,5

Median FCF Yield

Median FCF Yield for the Sector/Industry.

FCF_YIELD_MEDIAN

All

0,1,2,3,4,5

Market Weighted Average FCF Yield

Market Weighted Average FCF Yield for the Sector/Industry.

FCF_YIELD_WAVG

All

0,1,2,3,4,5

Aggregate Free Cash Flow

Aggregate Free Cash Flow for the Sector/Industry.

FREE_CASH_FLOW

All

0,1,2,3,4,5

Simple Average FCF as a % of Total Revenue

Simple Average FCF as a % of Total Revenue for the Sector/Industry.

FREE_CASH_FLOW_PER_REVENUE_AVG

All

None

Median FCF as a % of Total Revenue

Median FCF as a % of Total Revenue for the Sector/Industry.

FREE_CASH_FLOW_PER_REVENUE_MEDIAN

All

None

Market Weighted Average FCF as a % of Total Revenue

Market Weighted Average FCF as a % of Total Revenue for the Sector/Industry.

FREE_CASH_FLOW_PER_REVENUE_WAVG

All

None

Market Weighted Average GAP

Market weighted average GAP (Growth Appreciation Period)

GAP_WAVG

All

Aggregate GAAP Net Income

Aggregate GAAP Net Income for the Sector/Industry.

INCOME_NET

All

0,1,2,3,4,5

Simple Average Basic GAAP EPS Growth

Simple Average Basic GAAP EPS Growth for the Sector/Industry.

INCOME_NET_PER_WABSO_SPLIT_ADJUSTED_YOY_DELTA_PCT_AVG

All

0,1,2,3,4,5

Median Basic GAAP EPS Growth

Median Basic GAAP EPS Growth for the Sector/Industry.

INCOME_NET_PER_WABSO_SPLIT_ADJUSTED_YOY_DELTA_PCT_MEDIAN

All

0,1,2,3,4,5

Market Weighted Average Basic GAAP EPS Growth

Market Weighted Average Basic GAAP EPS Growth for the Sector/Industry.

INCOME_NET_PER_WABSO_SPLIT_ADJUSTED_YOY_DELTA_PCT_WAVG

All

0,1,2,3,4,5

Simple Average Diluted GAAP EPS Growth

Simple Average Diluted GAAP EPS Growth for the Sector/Industry.

INCOME_NET_PER_WADSO_SPLIT_ADJUSTED_YOY_DELTA_PCT_AVG

All

0,1,2,3,4,5

Median Diluted GAAP EPS Growth

Median Diluted GAAP EPS Growth for the Sector/Industry.

INCOME_NET_PER_WADSO_SPLIT_ADJUSTED_YOY_DELTA_PCT_MEDIAN

All

0,1,2,3,4,5

Market Weighted Average Diluted GAAP EPS Growth

Market Weighted Average Diluted GAAP EPS Growth for the Sector/Industry.

INCOME_NET_PER_WADSO_SPLIT_ADJUSTED_YOY_DELTA_PCT_WAVG

All

0,1,2,3,4,5

Aggregate Invested Capital

Aggregate Invested Capital for the Sector/Industry.

INVESTED_CAPITAL

All

0,1,2,3,4,5

Model Date

New Constructs sector/industry models are generated by aggregating data from our company models for the companies in the selected category. The model date is the date that the category model was generated. All aggregated companies models have a last trading dates of this date.

MODEL_DATE

All

Aggregate NOPAT

Aggregate NOPAT for the Sector/Industry.

NOPAT

All

0,1,2,3,4,5

Simple Average NOPAT Margin

Simple Average NOPAT Margin for the Sector/Industry.

NOPAT_PER_REVENUE_AVG

All

None

Median NOPAT Margin

Median NOPAT Margin for the Sector/Industry.

NOPAT_PER_REVENUE_MEDIAN

All

None

Market Weighted NOPAT Margin

Market Weighted NOPAT Margin for the Sector/Industry.

NOPAT_PER_REVENUE_WAVG

All

None

Simple Average NOPAT Growth

Simple Average NOPAT Growth for the Sector/Industry.

NOPAT_YOY_DELTA_PCT_AVG

All

0,1,2,3,4,5

Median NOPAT Growth

Median NOPAT Growth for the Sector/Industry.

NOPAT_YOY_DELTA_PCT_MEDIAN

All

0,1,2,3,4,5

Market Weighted Average NOPAT Growth

Market Weighted Average NOPAT Growth for the Sector/Industry.

NOPAT_YOY_DELTA_PCT_WAVG

All

0,1,2,3,4,5

Market Weighted Average Price-to-Economic Book Value

Market Weighted Average Price-to-Economic Book Value for the Sector/Industry.

PEBV_WAVG

All

0,1,2,3,4,5

Overall Risk/Reward Rating Rank

RATING_RANK

All

None

Rating: FCF Yield

Our Free Cash Flow Yield rating is based on the true cash yield of the company. Our sector/industry rating is based on the market weighted average FCF Yields of the stocks in the sector/industry.

RATING_FCF_YIELD

All

Rating: GAP (Growth Appreciation Period)

Our GAP (Growth Appreciation Period) rating is based on the number of years of future profit growth required to justify the current valuation of the stock. Our sector/industry rating is based on the market weighted average GAPs of the stocks in the sector/industry.

RATING_GAP

All

Rating: Economic vs Reported EPS

Our Economic vs Reported EPS rating compares reported accounting income to the economic earnings of the company. Our sector/industry rating compares the market weighted average Economic vs Reported EPS ratings of the stocks in the sector/industry.

RATING_INCOME_NET_ECONOMIC_PROFIT

All

Rating: Overall Risk/Reward Rating

Our Overall Risk/Reward rating is based on our 5 components ratings - Economic vs Reported EPS, ROIC (Return on Invested Capital), FCF Yield, Pirce-to-Economic Book Value and GAP (Growth Appreciation Period).

RATING_OVERALL

All

Rating: Price-to-EBV

Our Price-to-Economic Book Value rating is based on the growth expectations embedded in the stock price. Our sector/industry rating is based on the market weighted average PEBVs of the stocks in the sector/industry.

RATING_PEBV

All

Rating: ROIC (Return on Invested Capital)

Our Return on Invested Capital (ROIC) rating is based on the aggregate cash on cash returns of the company. Our sector/industry rating is based on the market weighted average ROICs of the stocks in the sector/industry.

RATING_ROIC

All

Aggregate Total Revenue

Aggregate Total Revenue for the Sector/Industry.

REVENUE

All

0,1,2,3,4,5

Simple Average Total Revenue Growth

Simple Average Total Revenue Growth for the Sector/Industry.

REVENUE_YOY_DELTA_PCT_AVG

All

None

Median Total Revenue Growth

Median Total Revenue Growth for the Sector/Industry.

REVENUE_YOY_DELTA_PCT_MEDIAN

All

None

Market Weighted Average Total Revenue Growth

Market Weighted Average Total Revenue Growth for the Sector/Industry.

REVENUE_YOY_DELTA_PCT_WAVG

All

None

Simple Average ROIC

Simple Average ROIC for the Sector/Industry.

ROIC_AVG

All

0,1,2,3,4,5

Median ROIC

Median ROIC for the Sector/Industry.

ROIC_MEDIAN

All

0,1,2,3,4,5

Market Weighted Average ROIC

Market Weighted Average ROIC for the Sector/Industry.

ROIC_WAVG

All

0,1,2,3,4,5

Simple Average Change in ROIC

Simple Average Change in ROIC for the Sector/Industry.

ROIC_YOY_DELTA_AVG

All

0,1,2,3,4,5

Median Change in ROIC

Median Change in ROIC for the Sector/Industry.

ROIC_YOY_DELTA_MEDIAN

All

0,1,2,3,4,5

Market Weighted Average Change in ROIC

Market Weighted Average Change in ROIC for the Sector/Industry.

ROIC_YOY_DELTA_WAVG

All

0,1,2,3,4,5

Simple Average WACC

Simple Average WACC for the Sector/Industry.

WACC_AVG

All

0,1,2,3,4,5

Median WACC

Median WACC for the Sector/Industry.

WACC_MEDIAN

All

0,1,2,3,4,5

Market Weighted Average WACC

Market Weighted Average WACC for the Sector/Industry.

WACC_WAVG

All

0,1,2,3,4,5

Excel Add-In: Sector Errors

Error

Message

Error Code

SectorDataPointNotFound

No datapoints were found; please check the name of the datapoint and/or try your request without the prior_year parameter. Some datapoints are only available in the current year.

404

DataPointNotFound

The requested datapoint was not found.

404

InvalidPriorYear

Invalid prior year. Please submit a prior year value between 0 and 5.

400

DataNotFound

The requested data was not found.

400