EBITDA Margin (Historical)

Returns historical EBITDA margin for a company. This profitability ratio measures EBITDA as a percentage of revenue, showing operating profitability before interest, taxes, depreciation, and amortization.

Formula

EBITDA Margin = (EBITDA / Revenue) x 100

Supported Symbols

Type Format Example
US Stocks SYMBOL AAPL, MSFT
ETFs SYMBOL SPY, QQQ
International SYMBOL SHOP, TSM

Parameters

Parameter Description
Symbol Stock ticker symbol
Year Fiscal year (2020, 2021) or period code (lq, ly, lt)
Quarter Optional: 1, 2, 3, or 4 for quarterly data
TTM Optional: Set to "TTM" for trailing twelve months

Interpretation

Margin Interpretation
> 40% Excellent (software, tech)
20-40% Good
10-20% Moderate
< 10% Low (retail, commodities)

Notes

  • Margin varies significantly by industry
  • Software companies typically have highest margins
  • Useful for trend analysis and peer comparison

Examples

=hf_EBITDA_Margin("AAPL", 2023)
Apple EBITDA margin
=hf_EBITDA_Margin("MSFT", 2023, 2)
Microsoft Q2 2023
=hf_EBITDA_Margin("GOOGL", "ly")
Alphabet last fiscal year
=hf_EBITDA_Margin("META", 2023, , "TTM")
Meta TTM
=hf_EBITDA_Margin(A1, B1, C1)
Cell references

When to Use

  • Analyzing profitability trends
  • Comparing operating efficiency across companies
  • Identifying margin expansion or compression
  • Industry benchmarking
  • Screening for profitable businesses

When NOT to Use

Scenario Use Instead
Need current margin ebitda_margins()
Need absolute EBITDA hf_EBITDA()
Need gross margin hf_Gross_Margin()
Need net profit margin hf_Net_Margin()
Need operating margin hf_Operating_Margin()

Common Issues & FAQ

Q: Why do software companies have such high EBITDA margins? A: Software has low variable costs - once developed, each additional sale costs very little, leading to high operating leverage.

Q: How do I compare margins across industries? A: Compare within industries. Retail has 5-10% margins while software has 30-50%. Cross-industry comparison is misleading.

Q: Why am I getting "NA"? A: Check that the symbol is valid and has sufficient revenue and EBITDA data.

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