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
1
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
1
Return Values
Name
Description
Example
Data Value
Value of the requested datapoint in ones.
0.0786801
Sample Function Call
      
A B C D E
1 =NC_Sector("BASICMATERIALSSEC", "ROIC_WAVG", 1)
2
3
4
Sample Response Data
      
A B C D E
1 0.0786801
2
3
4
Available Datapoints
Category
Datapoint
Name
Description
Prior Years Available
Sector & Industry Data: All
CATEGORY_TYPE
Category Type
The category type: sector or industry. Sub-sector and sub-industry may be added in the future.
None
Sector & Industry Data: All
COUNT_COMPANY
# of Stocks in the Sector/Industry
Number of stocks in the sector/industry
0
Sector & Industry Data: All
COUNT_ETF
# of ETFs in the Sector/Industry
Number of ETFs in the sector/industry
0
Sector & Industry Data: All
COUNT_ETF_RATING_1
# of Very Attractive Rated ETFs in the Sector/Industry
Number of Very Attractive rated ETFs in the sector/industry
0
Sector & Industry Data: All
COUNT_ETF_RATING_2
# of Attractive Rated ETFs in the Sector/Industry
Number of Attractive rated ETFs in the sector/industry
0
Sector & Industry Data: All
COUNT_ETF_RATING_3
# of Neutral Rated ETFs in the Sector/Industry
Number of Neutral rated ETFs in the sector/industry
0
Sector & Industry Data: All
COUNT_ETF_RATING_4
# of Unattractive Rated ETFs in the Sector/Industry
Number of Unattractive rated ETFs in the sector/industry
0
Sector & Industry Data: All
COUNT_ETF_RATING_5
# of Very Unattractive Rated ETFs in the Sector/Industry
Number of Very Unattractive rated ETFs in the sector/industry
0
Sector & Industry Data: All
COUNT_MF
# of Mutual Funds in the Sector/Industry
Number of mutual funds in the sector/industry
0
Sector & Industry Data: All
COUNT_MF_RATING_1
# of Very Attractive Rated Mutual Funds in the Sector/Industry
Number of Very Attractive Rated Mutual Funds in the Sector/Industry
0
Sector & Industry Data: All
COUNT_MF_RATING_2
# of Attractive Rated Mutual Funds in the Sector/Industry
Number of Attractive Rated Mutual Funds in the Sector/Industry
0
Sector & Industry Data: All
COUNT_MF_RATING_3
# of Neutral Rated Mutual Funds in the Sector/Industry
Number of Neutral Rated Mutual Funds in the Sector/Industry
0
Sector & Industry Data: All
COUNT_MF_RATING_4
# of Unattractive Rated Mutual Funds in the Sector/Industry
Number of Unattractive Rated Mutual Funds in the Sector/Industry
0
Sector & Industry Data: All
COUNT_MF_RATING_5
# of Very Unattractive Rated Mutual Funds in the Sector/Industry
Number of Very Unattractive Rated Mutual Funds in the Sector/Industry
0
Sector & Industry Data: All
COUNT_RATING_1
# of Very Attractive Rated Stocks in the Sector/Industry
Number of Very Attractive rated stocks in the sector/industry.
0
Sector & Industry Data: All
COUNT_RATING_2
# of Attractive Rated Stocks in the Sector/Industry
Number of Attractive rated stocks in the sector/industry.
0
Sector & Industry Data: All
COUNT_RATING_3
# of Neutral Rated Stocks in the Sector/Industry
Number of Neutral rated stocks in the sector/industry.
0
Sector & Industry Data: All
COUNT_RATING_4
# of Unattractive Rated Stocks in the Sector/Industry
Number of Unattractive rated stocks in the sector/industry.
0
Sector & Industry Data: All
COUNT_RATING_5
# of Very Unattractive Rated Stocks in the Sector/Industry
Number of Very Unattractive rated stocks in the sector/industry.
0
Sector & Industry Data: All
EARNINGS_REPORTED
Aggregate Reported Earnings
Aggregate Reported Earnings
0,1,2,3,4,5
Sector & Industry Data: All
ECONOMIC_BOOK_VALUE
Aggregate Economic Book Value
Aggregate Economic Book Value for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
ECONOMIC_EARNINGS
Aggregate Economic Earnings
Aggregate Economic Earnings for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
ECONOMIC_PROFIT_GROWTH_PER_SHARE_AVG
Simple Average Economic Earnings per Share Growth
Simple Average Economic Earnings per Share Growth for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
ECONOMIC_PROFIT_GROWTH_PER_SHARE_MEDIAN
Median Economic Earnings per Share Growth
Median Economic Earnings per Share Growth for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
ECONOMIC_PROFIT_GROWTH_PER_SHARE_WAVG
Market Weighted Average Economic Earnings per Share Growth
Market Weighted Average Economic Earnings per Share Growth for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
ECONOMIC_PROFIT_MARGIN_AVG
Simple Average Economic Earnings Margin (ROIC - WACC)
Simple Average Economic Earnings Margin (ROIC - WACC) for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
ECONOMIC_PROFIT_MARGIN_MEDIAN
Median Economic Earnings Margin (ROIC - WACC)
Median Economic Earnings Margin (ROIC - WACC) for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
ECONOMIC_PROFIT_MARGIN_WAVG
Market Weighted Average Economic Earnings Margin (ROIC - WACC)
Market Weighted Average Economic Earnings Margin (ROIC - WACC) for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
ENTERPRISE_VALUE
Aggregate Enterprise Value
Aggregate Enterprise Value for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
EQUITY_MARKET_VALUE
Aggregate Market Value
Aggregate Market Value for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
EQUITY_MARKET_VALUE_RATING_1
Very Attractive Rated % of Sector/Industry by Market Value
Very Attractive rated percent of market value in the sector/industry.
0
Sector & Industry Data: All
EQUITY_MARKET_VALUE_RATING_2
Attractive Rated % of Sector/Industry by Market Value
Attractive rated percent of market value in the sector/industry.
0
Sector & Industry Data: All
EQUITY_MARKET_VALUE_RATING_3
Neutral Rated % of Sector/Industry by Market Value
Neutral rated percent of market value in the sector/industry.
0
Sector & Industry Data: All
EQUITY_MARKET_VALUE_RATING_4
Unattractive Rated % of Sector/Industry by Market Value
Unattractive rated percent of market value in the sector/industry.
0
Sector & Industry Data: All
EQUITY_MARKET_VALUE_RATING_5
Very Unattractive Rated % of Sector/Industry by Market Value
Very Unattractive rated percent of market value in the sector/industry.
0
Sector & Industry Data: All
FCF_YIELD_AVG
Simple Average FCF Yield
Simple Average FCF Yield for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
FCF_YIELD_MEDIAN
Median FCF Yield
Median FCF Yield for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
FCF_YIELD_WAVG
Market Weighted Average FCF Yield
Market Weighted Average FCF Yield for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
FREE_CASH_FLOW
Aggregate Free Cash Flow
Aggregate Free Cash Flow for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
FREE_CASH_FLOW_PER_REVENUE_AVG
Simple Average FCF as a % of Total Revenue
Simple Average FCF as a % of Total Revenue for the Sector/Industry.
None
Sector & Industry Data: All
FREE_CASH_FLOW_PER_REVENUE_MEDIAN
Median FCF as a % of Total Revenue
Median FCF as a % of Total Revenue for the Sector/Industry.
None
Sector & Industry Data: All
FREE_CASH_FLOW_PER_REVENUE_WAVG
Market Weighted Average FCF as a % of Total Revenue
Market Weighted Average FCF as a % of Total Revenue for the Sector/Industry.
None
Sector & Industry Data: All
GAP_WAVG
Market Weighted Average GAP
Market weighted average GAP (Growth Appreciation Period)
0
Sector & Industry Data: All
INCOME_NET
Aggregate GAAP Net Income
Aggregate GAAP Net Income for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
INCOME_NET_PER_WABSO_SPLIT_ADJUSTED_YOY_DELTA_PCT_AVG
Simple Average Basic GAAP EPS Growth
Simple Average Basic GAAP EPS Growth for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
INCOME_NET_PER_WABSO_SPLIT_ADJUSTED_YOY_DELTA_PCT_MEDIAN
Median Basic GAAP EPS Growth
Median Basic GAAP EPS Growth for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
INCOME_NET_PER_WABSO_SPLIT_ADJUSTED_YOY_DELTA_PCT_WAVG
Market Weighted Average Basic GAAP EPS Growth
Market Weighted Average Basic GAAP EPS Growth for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
INCOME_NET_PER_WADSO_SPLIT_ADJUSTED_YOY_DELTA_PCT_AVG
Simple Average Diluted GAAP EPS Growth
Simple Average Diluted GAAP EPS Growth for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
INCOME_NET_PER_WADSO_SPLIT_ADJUSTED_YOY_DELTA_PCT_MEDIAN
Median Diluted GAAP EPS Growth
Median Diluted GAAP EPS Growth for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
INCOME_NET_PER_WADSO_SPLIT_ADJUSTED_YOY_DELTA_PCT_WAVG
Market Weighted Average Diluted GAAP EPS Growth
Market Weighted Average Diluted GAAP EPS Growth for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
INVESTED_CAPITAL
Aggregate Invested Capital
Aggregate Invested Capital for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
MODEL_DATE
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.
0
Sector & Industry Data: All
NOPAT
Aggregate NOPAT
Aggregate NOPAT for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
NOPAT_PER_REVENUE_AVG
Simple Average NOPAT Margin
Simple Average NOPAT Margin for the Sector/Industry.
None
Sector & Industry Data: All
NOPAT_PER_REVENUE_MEDIAN
Median NOPAT Margin
Median NOPAT Margin for the Sector/Industry.
None
Sector & Industry Data: All
NOPAT_PER_REVENUE_WAVG
Market Weighted NOPAT Margin
Market Weighted NOPAT Margin for the Sector/Industry.
None
Sector & Industry Data: All
NOPAT_YOY_DELTA_PCT_AVG
Simple Average NOPAT Growth
Simple Average NOPAT Growth for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
NOPAT_YOY_DELTA_PCT_MEDIAN
Median NOPAT Growth
Median NOPAT Growth for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
NOPAT_YOY_DELTA_PCT_WAVG
Market Weighted Average NOPAT Growth
Market Weighted Average NOPAT Growth for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
PEBV_WAVG
Market Weighted Average Price-to-Economic Book Value
Market Weighted Average Price-to-Economic Book Value for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
RATING_RANK
Overall Risk/Reward Rating Rank
Overall Risk/Reward Rating Rank
None
Sector & Industry Data: All
RATING_FCF_YIELD
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.
0
Sector & Industry Data: All
RATING_GAP
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.
0
Sector & Industry Data: All
RATING_INCOME_NET_ECONOMIC_PROFIT
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.
0
Sector & Industry Data: All
RATING_OVERALL
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).
0
Sector & Industry Data: All
RATING_PEBV
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.
0
Sector & Industry Data: All
RATING_ROIC
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.
0
Sector & Industry Data: All
REVENUE
Aggregate Total Revenue
Aggregate Total Revenue for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
REVENUE_YOY_DELTA_PCT_AVG
Simple Average Total Revenue Growth
Simple Average Total Revenue Growth for the Sector/Industry.
None
Sector & Industry Data: All
REVENUE_YOY_DELTA_PCT_MEDIAN
Median Total Revenue Growth
Median Total Revenue Growth for the Sector/Industry.
None
Sector & Industry Data: All
REVENUE_YOY_DELTA_PCT_WAVG
Market Weighted Average Total Revenue Growth
Market Weighted Average Total Revenue Growth for the Sector/Industry.
None
Sector & Industry Data: All
ROIC_AVG
Simple Average ROIC
Simple Average ROIC for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
ROIC_MEDIAN
Median ROIC
Median ROIC for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
ROIC_WAVG
Market Weighted Average ROIC
Market Weighted Average ROIC for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
ROIC_YOY_DELTA_AVG
Simple Average Change in ROIC
Simple Average Change in ROIC for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
ROIC_YOY_DELTA_MEDIAN
Median Change in ROIC
Median Change in ROIC for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
ROIC_YOY_DELTA_WAVG
Market Weighted Average Change in ROIC
Market Weighted Average Change in ROIC for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
WACC_AVG
Simple Average WACC
Simple Average WACC for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
WACC_MEDIAN
Median WACC
Median WACC for the Sector/Industry.
0,1,2,3,4,5
Sector & Industry Data: All
WACC_WAVG
Market Weighted Average WACC
Market Weighted Average WACC for the Sector/Industry.
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