EBITDAOneYearGrowth: Retrieve 1-Year EBITDA Growth in Excel

The EBITDAOneYearGrowth function in the MarketXLS Excel Add-in allows you to fetch the year-over-year (1-Year) growth rate of a company’s EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) directly within Excel. This can be especially helpful when you want a quick, reliable metric to measure a company's improvement (or deterioration) in operating earnings before variable costs. The function references a backend database and can return either a numerical growth rate or "NA" if data is unavailable or license conditions are not met.

Why Use This Function?

• Quickly gauge a company’s short-term performance trends in EBITDA.
• Assess improvements or declines in operational profitability over a 1-year period.
• Compare growth rates across multiple stocks to make more informed decisions.
• Streamline analysis by retrieving live or cached financial data directly into Excel cells.
• Avoid manual data lookups and minimize the risk of transcription errors.

How to Use in Excel

=EBITDAOneYearGrowth("Symbol")

• Replace "Symbol" with the company’s ticker symbol (e.g., "AAPL" for Apple).
• Upon execution, the function attempts to retrieve the 1-year EBITDA growth for that symbol.
• If the symbol is invalid or data cannot be retrieved, the function returns "NA."

Parameters Explained

• The function returns a single value, which is numerically formatted (e.g., 0.12 for 12%).
• A negative value indicates a decline in EBITDA year-over-year, while a positive value indicates growth.

Example Usage

Basic Examples

1. Basic usage with a well-known symbol:
   =EBITDAOneYearGrowth("AAPL")
   This returns Apple’s 1-year EBITDA growth rate as a decimal or "NA" if data is not available.

2. Another stock symbol:
   =EBITDAOneYearGrowth("MSFT")
   Retrieves Microsoft’s year-over-year EBITDA growth rate.

3. Invalid or misspelled symbol:
   =EBITDAOneYearGrowth("INVALIDTICKER")
   If the ticker is unrecognized (or you’re missing data), it returns "NA."

Advanced Scenarios

• Portfolio Comparison:

• Create a list of ticker symbols in Excel, and in adjacent cells use =EBITDAOneYearGrowth(<cell_ref>) for each symbol. This simultaneously fetches each company's 1-year EBITDA growth.
• Combine these results with other MarketXLS fundamental functions, such as RevenueOneYearGrowth or NetIncomeOneYearGrowth, to get a holistic view of multiple metrics side by side.

• Integrating with Other Excel Functions:

• Use conditional formatting to highlight negative growth rates in red and positive ones in green.
• Incorporate Excel’s built-in statistical functions (like AVERAGE or MEDIAN) to compare a set of EBITDAOneYearGrowth results for a watchlist of companies.

• Historical Data Checks:

• Although EBITDAOneYearGrowth specifically looks at 1-year growth, you could pair it with other MarketXLS timeframe-specific growth functions (where available) to track multiple periods of performance.

Common Questions and Troubleshooting

• "Why am I getting 'NA'?"

• Possible reasons: invalid ticker symbol, data not available, or your MarketXLS license is not valid. Double-check spelling of the symbol, ensure data availability for that company, and verify your license status.

• "What if the EBITDA data is negative?"

• If a company’s EBITDA was negative in the previous year and positive in the current, you may see a very high positive growth percentage. Conversely, going from positive to negative might result in a negative or “NA” return if the data can’t be calculated. Always verify any extreme or unexpected values.

• "Can I apply it to non-US stocks?"

• As long as MarketXLS supports the symbol and fundamental data is available for that security, you can use EBITDAOneYearGrowth. If data is unavailable, you’ll see "NA."

• "Is it possible to refresh the data automatically?"

• Yes. MarketXLS can automatically refresh data at the intervals you set. If the function shows “Refreshing,” it indicates the add-in is retrieving the latest values.

By following these tips and examples, you can seamlessly integrate the EBITDAOneYearGrowth function into your Excel models to monitor key financial changes, compare companies, and streamline your overall investment analysis.