Gross Profit Margin (Historical) Formula in Excel

Gain insights into a company’s financial performance with the Gross Profit Margin (Historical) formula in Excel using MarketXLS. This powerful function helps you calculate gross profit margin for various historical periods, enabling better investment decisions and deeper financial analysis.

Understanding Gross Profit Margin (Historical)

• Purpose: The gross profit margin measures a company’s profitability by indicating how much profit is left after deducting cost of goods sold (COGS).
• Use Cases:
  • Analyzing trends in gross profitability over specific years or quarters.
  • Comparing performance across multiple companies over time.
  • Identifying potential opportunities or risks in stock analysis.
• Key Benefits:
  • Combine historical financial data with your Excel workflows.
  • Gain fast, auto-updating insights using MarketXLS integration.
  • Make informed decisions about investments, budgeting, and strategic planning.

Syntax and Parameters

=hf_Gross_Profit_Margin_Profit_Margin_after_CGS(symbol, year, [quarter], [TTM])

Return Value:
• Returns the gross profit margin as a numeric value. If data is not available or the symbol/license is invalid, the function returns "NA".

?? Note: This function relies on real-time API calls. Ensure a stable internet connection to retrieve current data. It may return “NA” if the symbol is invalid, the subscription is not valid, or the requested historical data is unavailable.

? Pro Tip: Use relative references like "lq" or "ly-1" to automate your sheets with rolling historical analysis.

Examples and Usage

Below are common ways to use the Gross Profit Margin (Historical) formula in Excel:

1. By specifying a symbol and year:

   =hf_Gross_Profit_Margin_Profit_Margin_after_CGS("MSFT", 2022)

   This returns the gross profit margin for Microsoft in 2022.

2. By defining a specific quarter:

   =hf_Gross_Profit_Margin_Profit_Margin_after_CGS("MSFT", 2022, 2)

   This calculates the gross profit margin for the second quarter of 2022.

3. For trailing twelve months (TTM) data:

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

   Returns the TTM gross profit margin from the third quarter of 2022.

4. Using relative references to automate updates:

   =hf_Gross_Profit_Margin_Profit_Margin_after_CGS("MSFT","lq")
   =hf_Gross_Profit_Margin_Profit_Margin_after_CGS("MSFT","lq-1")
   =hf_Gross_Profit_Margin_Profit_Margin_after_CGS("MSFT","ly")

   These commands return gross profit margins for the last quarter, last quarter minus 1, and the last year respectively.

Additional Examples for Year Input Variations

• Last 12 months:

=hf_Gross_Profit_Margin_Profit_Margin_after_CGS("MSFT", "lt")

• Previous last 12 months:

=hf_Gross_Profit_Margin_Profit_Margin_after_CGS("MSFT", "lt-1")

Special Note on Date Inputs

Although this formula does not accept direct date references, you can still incorporate Excel date functions in other MarketXLS formulas where applicable. For instance, if you ever need to supply a date directly to a function that accepts dates, you can do so in various ways:

• Cell references:

  =AnotherFunction(A1)

• Direct dates:

  =AnotherFunction("2024-03-15")

• Using Excel date functions:

  =AnotherFunction(TEXT(A1,"yyyy-mm-dd"))

Common Questions

1. What happens if data for a particular quarter or year is not available?

The function will return "NA" if the requested data is unavailable or the symbol is not supported.

2. Can I use this function offline?

No. This function uses online API calls. A stable internet connection is required.

3. How do I incorporate this formula into a large spreadsheet without performance issues?

• Limit the number of real-time calls.
• Use Excel’s calculation options to refresh data on demand.
• Reference cells rather than calling the function repeatedly for the same parameters.

4. Which related historical fundamentals functions can I use with Gross Profit Margin?

• Revenue (Historical)
• Cost Of Revenue (Historical)
• Gross Profit (Historical)
• R & D Expenses (Historical)
• Selling General and Administrative Expense (Historical)

Use these complementary functions to build a detailed view of a company’s financial health.

?? Note: If your license or subscription plan does not include fundamental analysis data, you may receive "NA" or a specific error message.

By leveraging the Gross Profit Margin (Historical) formula in Excel with MarketXLS, you can streamline your financial analysis, quickly assess company profitability, and gain valuable insights for more informed investing or budgeting decisions.