Normalized Net Profit Margin (Historical) Formula in Excel

Use the powerful MarketXLS “Normalized Net Profit Margin (Historical)” formula in Excel to analyze a company’s profit efficiency over time while excluding any nonrecurring charges or gains. This function helps you quickly assess how well a company converts revenue into profits on an ongoing basis.

Understanding Normalized Net Profit Margin (Historical)

• Purpose: Retrieves the company’s adjusted net profit margin for a specific period, removing the effects of nonrecurring charges or gains.
• Key Benefits:
  • Provides a more accurate picture of a company’s ongoing profitability.
  • Offers historical context to help identify profit margin trends.
  • Enables quick comparisons across multiple time periods.
• When to Use:
  • Evaluating real operating performance without one-time items.
  • Comparing profitability metrics across companies and industries.
  • Performing historical analyses to spot growth trends or market shifts.

Syntax and Parameters

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

? Pro Tip: You can use different formats for the Symbol parameter:
• Regular: =hf_Normalized_net_profit_margin("MSFT", 2022)
• Index: =hf_Normalized_net_profit_margin("^SPX", "ly")
• Options: =hf_Normalized_net_profit_margin("@MSFT 110122C00020000", 2022)
• Crypto: =hf_Normalized_net_profit_margin("BTCUSD:DEFAULT", "lt")

?? Note: The function returns "NA" if the symbol is invalid, the data is unavailable, your license is insufficient, or an unexpected error occurs.

Return Value

• Returns a numeric value representing the normalized net profit margin for the specified period.
• If an error or invalid input is detected, the function returns the text "NA".

Examples and Usage

Below are several use-case examples using different inputs.

1. Basic annual data for symbol “MSFT” in 2022:

   =hf_Normalized_net_profit_margin("MSFT", 2022)

2. Specifying quarter (e.g., Q2 of 2022):

   =hf_Normalized_net_profit_margin("MSFT", 2022, 2)

3. Trailing twelve months from the third quarter of 2022:

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

4. Using “lq” (last quarter) or “ly” (last year) shortcuts:

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

5. Last 12 months (lt) references:

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

Date Input Formats

• Direct cell reference:

  =hf_Normalized_net_profit_margin(A1)

• Entering the date directly as text (if using a date-based symbol parameter or advanced usage):

  =hf_Normalized_net_profit_margin("2024-03-15")

• Combining Excel date functions:

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

?? Note: Typically, you only need Year, Quarter, and TTM. Date-based inputs are less common for this function unless your workflow specifically requires date strings.

Common Questions

1. What happens if I enter a symbol that does not exist?

The function will return "NA".

2. How do I handle performance considerations?

• Each call retrieves data from MarketXLS servers. Large batches of requests might be slower or subject to rate limits.
• Consider batching retrieval or caching values where possible.

3. Can I compare yearly and quarterly data?

Absolutely. Use the parameters to switch between annual, quarterly, or trailing twelve-month data to create side-by-side comparisons in your Excel sheets.

4. Are there any special cases?

• If the license is invalid, the function displays "NA".
• If you pass an incorrect Quarter value (e.g., 5 or 0), the function defaults to internal logic or returns "NA".

5. Related Functions

• Revenue (Historical): Retrieves the company’s total revenue for a specified period.
• Cost Of Revenue (Historical): Tracks the company’s total cost of revenue for a specified period.
• Gross Profit (Historical): Returns the company’s gross profit over a specific historical period.
• R & D Expenses (Historical): Shows past research and development expenses.
• Selling General and Administrative Expense (Historical): Provides SG&A expense history.

? Pro Tip: Mix and match these functions with hf_Normalized_net_profit_margin to build powerful custom reports evaluating multiple facets of a company’s profitability.