Enterprise Value Over EBIT (Historical) Formula in Excel

Enterprise Value Over EBIT (Historical) is a powerful Excel formula integrated with MarketXLS. This formula helps you evaluate a company’s potential by comparing its Enterprise Value to its Earnings Before Interest and Taxes (EBIT). By analyzing this ratio historically, investors can gain insights into valuation trends and earnings strength over time.

Understanding Enterprise Value Over EBIT (Historical)

• Purpose: Use this formula to reveal how the company’s total valuation (Enterprise Value) compares to its operating income (EBIT).
• Key Benefits:
  • Helps in evaluating a company’s earnings yield.
  • Aids in spotting undervalued or overvalued securities.
  • Allows for comparison across different periods to understand performance changes.
• When to Use:
  • When performing fundamental analysis of a company.
  • While comparing investment candidates based on their earnings capacity.
  • To identify valuation trends in both short-term and long-term historical contexts.

Syntax and Parameters

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

Return Value:
The formula returns a numeric value representing the Enterprise Value Over EBIT ratio for the specified period.

?? Note: If the symbol is invalid or if you do not have the required MarketXLS subscription plan, the formula may return "NA."

? Pro Tip: Using the TTM parameter gives you a rolling annual figure that adjusts with the most recent quarter’s earnings.

Examples and Usage

1. Basic Yearly Query:

   =hf_Enterprise_Value_over_EBIT("MSFT", 2022)

   Returns the Enterprise Value/EBIT ratio for Microsoft in the year 2022.

2. Quarterly Query:

   =hf_Enterprise_Value_over_EBIT("MSFT", 2022, 2)

   Checks the ratio for the second quarter of 2022.

3. Trailing Twelve Months:

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

   Returns the ratio for 2022 Q3 on a trailing twelve-month basis.

4. Last Quarter (lq) or Last Year (ly) References:

   • Last Quarter:

     =hf_Enterprise_Value_over_EBIT("MSFT", "lq")

   • Last Quarter - 1:

     =hf_Enterprise_Value_over_EBIT("MSFT", "lq-1")

   • Last Year:

     =hf_Enterprise_Value_over_EBIT("MSFT", "ly")

5. Dates and Cell References:

   • Direct date input:

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

   • Using a cell reference with date:

     =hf_Enterprise_Value_over_EBIT("MSFT", A1)

   • Combining Excel date functions:

     =hf_Enterprise_Value_over_EBIT("MSFT", TEXT(A1,"yyyy-mm-dd"))

?? Note: The formula relies on MarketXLS historical fundamental data. Ensure your license supports historical fundamentals to avoid "NA" errors.

Common Questions

Why am I getting "NA" as a result?

• You may be referencing an invalid symbol (e.g., a typo in "MSFT").
• Your MarketXLS subscription plan may not include historical fundamentals.
• The requested year/quarter data might not be available in the database.

Can I use this formula for international symbols?

Yes, as long as MarketXLS supports the symbol, you can retrieve historical Enterprise Value Over EBIT data. Check symbol formats (e.g., exchange suffixes) if needed.

How often is the data updated?

MarketXLS updates its data at regular intervals. You can refresh your spreadsheet or check MarketXLS settings to see the latest schedule.

What else can I compare with the Enterprise Value Over EBIT ratio?

You can compare other metrics like Revenue (Historical), Gross Profit (Historical), and more. Combining multiple ratios and fundamentals typically provides a clearer picture of a company’s performance.

? Pro Tip: Pair Enterprise Value Over EBIT (Historical) with other historical formulas like Revenue (Historical) or Gross Profit (Historical) to get a comprehensive insight into the company’s performance.

• For more information, check related functions such as:
  • Revenue (Historical)
  • Cost Of Revenue (Historical)
  • Gross Profit (Historical)
  • R & D Expenses (Historical)
  • Selling General and Administrative Expense (Historical)