EBITDA USD (Historical) Formula in Excel

EBITDA USD (Historical) is an Excel formula provided by MarketXLS to calculate a company’s earnings before interest, taxes, depreciation, and amortization (EBITDA) in US dollars for a specified historical period. This function is particularly useful for investors and analysts who want to compare earnings performance across multiple time frames or companies.

Understanding EBITDA USD (Historical)

EBITDA USD (Historical) helps you:

• Gauge a company’s financial performance without considering non-operational costs.
• Compare earnings across time periods using year, quarter, or trailing twelve months (TTM) data.
• Automate fundamental data retrieval directly in Excel, speeding up your analysis workflow.

Use this formula when you need:

• Quick snapshots of a company’s historical EBITDA in USD.
• Consistent earnings comparisons between different periods or multiple companies.
• To integrate EBITDA data with other MarketXLS analytics.

Syntax and Parameters

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

• Return Value: Returns the company’s EBITDA in USD for the specified historical time frame.
• Error Handling: Returns "NA" if the symbol is invalid, if you do not have the required historical fundamentals subscription, or if an exception occurs.

?? Note: You must have a valid MarketXLS historical fundamentals data subscription to retrieve these values.

Examples and Usage

Below are some common usage scenarios:

=hf_EBITDA_USD("MSFT", 2022)
=hf_EBITDA_USD("MSFT", 2022, 2)
=hf_EBITDA_USD("MSFT", 2022, 3, "TTM")
=hf_EBITDA_USD("MSFT", "lq")
=hf_EBITDA_USD("MSFT", "lq-1")
=hf_EBITDA_USD("MSFT", "ly")
=hf_EBITDA_USD("MSFT", "ly-1")
=hf_EBITDA_USD("MSFT", "lt")
=hf_EBITDA_USD("MSFT", "lt-1")

You can also use cell references or date functions in Excel for more flexibility:

1. Cell references:

   =hf_EBITDA_USD(A1, 2024)

2. Direct dates (converted logically to the required year/period by your spreadsheet):

   =hf_EBITDA_USD("MSFT", "2024-03-15")

3. Excel date functions:

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

? Pro Tip: Combine hf_EBITDA_USD with other MarketXLS functions—like historical revenues, gross profit, or net income—to build comprehensive financial models directly in Excel.

Common Questions

1. Why am I getting "NA" instead of a numeric value?

   • Ensure your MarketXLS license and historical fundamentals data subscription are valid. Confirm the ticker symbol is correct and the parameters (year, quarter, TTM) are formatted properly.

2. Can I reference the quarter or year dynamically from another cell?

   • Yes. Simply point the function parameters to a cell containing the desired year or quarter reference, for example:

     =hf_EBITDA_USD(A1, B1, C1)

3. Does it handle TTM automatically for any symbol?

   • When you set the TTM parameter to "TTM," the function calculates the trailing twelve months from the specified period. If data is unavailable for certain symbols or time periods, it returns "NA."

4. Are there performance considerations?

   • Retrieving real-time or historical fundamentals involves API calls. While the function is optimized, you may experience a brief delay if fetching data for many symbols simultaneously. A reliable internet connection is recommended.

?? Note: For advanced analytics like ratio calculations or screenings, consider leveraging multiple MarketXLS historical fundamentals functions to perform deeper analysis within Excel.