EBITDA Margin (Historical) Formula in Excel

EBITDA Margin (Historical) is a powerful Excel formula provided by MarketXLS that helps you measure a company’s operating profitability over a specified historical period. By combining essential financial data, this function delivers valuable insights for investment research, trend analysis, and financial forecasting.

Understanding EBITDA Margin (Historical)

• The term EBITDA Margin indicates how much of a company’s operating profit is generated from its revenue.
• This formula is useful when you need to track profitability over time to compare different financial periods.
• Key Benefits:
  • Spot trends in a company’s historical performance
  • Assess operating efficiencies across multiple quarters or years
  • Support in-depth, data-driven investment decisions

Syntax and Parameters

Use the hf_EBITDA_Margin function in Excel to retrieve the historical EBITDA margin for a given security symbol, reporting period, and time range.

=hf_EBITDA_Margin(Symbol, Year, [Quarter], [TTM])

Return Value:
• Returns a numeric value representing the EBITDA margin as a percentage. If data is unavailable or invalid, it returns "NA".

?? Note: This function requires a valid MarketXLS subscription with historical fundamental data access.

Examples and Usage

Below are common ways to call the hf_EBITDA_Margin function in Excel:

1. By referencing a cell for a symbol:

   =hf_EBITDA_Margin(A1, 2022)

2. By providing a direct symbol and year:

   =hf_EBITDA_Margin("MSFT", 2022)

3. Specifying a quarter:

   =hf_EBITDA_Margin("MSFT", 2022, 2)

4. Using trailing twelve months:

   =hf_EBITDA_Margin("MSFT", 2022, 3, "TTM")

5. Fetching last quarter or last year directly:

   =hf_EBITDA_Margin("MSFT", "lq")
   =hf_EBITDA_Margin("MSFT", "ly")

6. Working with date inputs in different formats:
   » Using a cell reference with a date:

   =hf_EBITDA_Margin("MSFT", TEXT(A1,"yyyy"))

   » Supplying a direct date:

   =hf_EBITDA_Margin("MSFT", "2024")

7. Retrieving data for non-standard symbols (e.g., index, options, crypto):

   =hf_EBITDA_Margin("^SPX", 2022)
   =hf_EBITDA_Margin("@MSFT 110122C00020000", 2022)
   =hf_EBITDA_Margin("BTCUSD:DEFAULT", 2022)

? Pro Tip: Combine hf_EBITDA_Margin results with other MarketXLS historical fundamentals (e.g., hf_Revenue, hf_Gross_Profit) to quickly build comprehensive financial models.

Common Questions

1. What happens if the symbol or year is invalid?

The function returns "NA" to indicate unavailable or invalid data. Double-check your symbol format or the year.

2. Can I use this function for TTM without specifying a quarter?

Yes, you can set the quarter to default (1) and set the TTM parameter as "TTM". For example:

=hf_EBITDA_Margin("MSFT", 2022, 1, "TTM")

3. Are there performance considerations for large datasets?

When pulling data for numerous symbols or large ranges, performance depends on API responses. To improve efficiency:

• Use fewer functions on one worksheet.
• Refresh or recalculate on demand.

4. Can I apply date references directly?

Yes, you can use:

• Direct date as text (e.g., "2020")
• TEXT() function with Excel date formats
• Reference a cell containing the date or year

5. Does trailing twelve months override the quarter parameter?

Yes. When TTM is provided, the function computes values for a rolling 12-month period, even if Quarter is specified.

• Related Functions:
  • Revenue (Historical): Returns the company's total revenue for a specified historical period.
  • Cost Of Revenue (Historical): Returns the company's total cost of revenue for a specified historical period.
  • Gross Profit (Historical): Returns the company's gross profit for a specified historical period.
  • R & D Expenses (Historical): Returns the company's research and development expenses for a specified historical period.
  • Selling General and Administrative Expense (Historical): Returns the company's selling, general, and administrative expenses for a specified historical period.