EBITDA (TTM) Formula in Excel

The EBITDA (TTM) formula in Excel with MarketXLS helps you quickly retrieve a company’s Earnings Before Interest, Taxes, Depreciation, and Amortization over the trailing twelve months. This powerful function leverages MarketXLS data feeds to provide up-to-date financial insights, enabling better analysis and decision-making when evaluating company performance.

Understanding EBITDA (TTM)

  • Purpose and Use Cases
    The EBITDA (TTM) formula is used to measure a company’s profitability by focusing on core operations, excluding non-operational expenses. It is especially useful in comparing companies within the same industry.

  • Key Benefits

    • Quick access to real-time or recent EBITDA data.
    • Streamlined financial analysis through direct Excel formulas.
    • Easy integration with other financial metrics.
  • When to Use
    Employ EBITDA (TTM) for:

    • Assessing operating performance.
    • Performing relative valuation among peer companies.
    • Identifying trends in cash flow availability.

Syntax and Parameters

Use the following syntax in Excel:

=EBITDA(Symbol)
Parameter Description Required Example
Symbol A valid ticker symbol, index, option, or crypto pair. Yes "MSFT" or "^SPX" etc.

Return Value
The function returns a numeric value representing the trailing twelve months Earnings Before Interest, Taxes, Depreciation, and Amortization.

?? Note: If the symbol is invalid, the function will return "NA". Also, ensure that your MarketXLS license is valid and you have internet connectivity, as it fetches data from an external source.

Examples and Usage

Here are some examples of how you can use the EBITDA function with different symbol formats:

  • Regular symbol:
    =EBITDA("MSFT")
  • Index symbol:
    =EBITDA("^SPX")
  • Option symbol:
    =EBITDA("@MSFT 110122C00020000")
  • Crypto symbol:
    =EBITDA("BTCUSD:DEFAULT")

? Pro Tip: Combine EBITDA with other MarketXLS formulas like EPS (TTM) or Market Capitalization (On Demand) to build a comprehensive financial dashboard.

Performance Considerations

  • Each call retrieves fresh data online. For large spreadsheets, use caching or schedule updates to minimize performance bottlenecks.
  • If you experience slow response times, verify your network and MarketXLS license variables.

Error Handling

  • Returns "NA" when the symbol is not recognized, no data is available, or the license is inactive.
  • Ensure spelling and formatting of the symbol is correct before troubleshooting any "NA" returns.

Common Questions

  1. Can I reference a cell for the symbol?
    Yes, you can reference a cell containing a ticker symbol, such as:

    =EBITDA(A1)
  2. Why do I get "NA" sometimes?

    • The symbol may be incorrect or not supported.
    • Your MarketXLS license might be inactive.
    • Temporary connectivity issues could interrupt data retrieval.
  3. Are there any special limitations?

    • An active MarketXLS subscription is required.
    • The function relies on an internet connection to fetch data.
  4. Which related formulas should I use alongside EBITDA?

    • Market Capitalization (On Demand): Compare market cap against EBITDA to evaluate company size vs. performance.
    • EPS (On Demand): See how Earnings Per Share aligns with operating performance.
    • Shares Outstanding (On Demand): Understand share structure in conjunction with profitability.
    • Paydate (On Demand): Monitor dividend payments alongside EBITDA to gauge overall financial health.
    • Earning Per Share (TTM): Compare TTM earnings per share with EBITDA changes.

Use these recommendations and examples to optimize your Excel workflows for better financial analysis with the EBITDA (TTM) formula from MarketXLS.