Enterprise Value Over EBITDA (Historical) Formula in Excel

Enterprise Value Over EBITDA (Historical) in Excel helps you understand a company’s total valuation (including debt) relative to its earnings before interest, taxes, depreciation, and amortization. By using MarketXLS, you can quickly compare multiple companies for informed investment decisions.

Understanding Enterprise Value Over EBITDA (Historical)

• The Enterprise Value Over EBITDA (Historical) formula identifies how expensive or cheap a company is on a relative basis.
• It is especially useful for comparing companies in the same industry.
• This formula pulls historical data directly into Excel, enabling quicker analysis and comparison without leaving your spreadsheet.

? Pro Tip: Using this function with other historical fundamentals (like revenue growth or net income) provides a broader perspective on a company’s financial health over time.

Syntax and Parameters

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

• Return Value:
Returns a numeric value representing the Enterprise Value Over EBITDA for the specified historical period.
If the symbol is invalid or data is unavailable, the function returns "NA".

?? Note: This function requires a valid historical fundamental data subscription. If your license is invalid or you do not have the required subscription, it will return “NA”.

Examples and Usage

Below are some practical examples showing how to call the function in different scenarios:

1. Basic usage for a specific year:

   =hf_Enterprise_Value_over_EBITDA("MSFT", 2022)

2. Specifying a quarter:

   =hf_Enterprise_Value_over_EBITDA("MSFT", 2022, 2)

3. Retrieving trailing twelve months from a given quarter:

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

4. Using special codes for last periods:

   =hf_Enterprise_Value_over_EBITDA("MSFT", "lq")
   =hf_Enterprise_Value_over_EBITDA("MSFT", "ly-1")
   =hf_Enterprise_Value_over_EBITDA("MSFT", "lt")

5. Referencing a cell for year or quarter:

   =hf_Enterprise_Value_over_EBITDA(A1, B1)

6. Combining with Excel date functions (if your dataset uses date inputs for the Year parameter):

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

7. Using different symbol formats:
   • Regular stocks:

     =hf_Enterprise_Value_over_EBITDA("MSFT", 2023)

   • Indices:

     =hf_Enterprise_Value_over_EBITDA("^SPX", "ly")

   • Options:

     =hf_Enterprise_Value_over_EBITDA("@MSFT 110122C00020000", "lq")

   • Crypto:

     =hf_Enterprise_Value_over_EBITDA("BTCUSD:DEFAULT", 2022)

? Pro Tip: Combine this function with other historical fundamentals such as hf_Revenue, hf_Gross_Profit, or hf_RnD_Expense for deeper comparative results.

Common Questions

1. What happens if I input an invalid symbol?
   The function returns "NA" if the symbol is invalid or not recognized.

2. Why do I receive “NA” even for valid symbols?
   Make sure your MarketXLS subscription supports historical fundamental data. An invalid license or insufficient subscription plan will cause the function to return "NA."

3. Are there any performance considerations?
   This formula fetches data from MarketXLS servers. While most requests resolve quickly, a slow or unstable internet connection may delay result retrieval.

4. Can I use the function with real-time data?
   This function is specifically designed for historical fundamental data. For real-time metrics, explore MarketXLS’s real-time functions where available.

5. What are the limitations for date formats in this function?
   This function is primarily driven by year and quarter. If you input a date, it should be converted or formatted into an acceptable year parameter (e.g., “2024”, “lq”, “ly”).

By leveraging the Enterprise Value Over EBITDA (Historical) formula alongside other MarketXLS functions, you can more effectively gauge a company’s overall valuation in just a few clicks directly within Excel.