Operating Gains Losses (Historical) Formula in Excel
Understanding Operating Gains Losses (Historical)
The Operating Gains Losses (Historical) formula in Excel with MarketXLS helps you retrieve a company’s historical operating gains or losses for a specific period. This allows investors and analysts to:
- Evaluate performance over particular quarters or years
- Compare operating profitability across multiple timeframes
- Make informed investment decisions based on historical trends
? Pro Tip: Use this function to assess how operational changes have impacted a company’s bottom line over different reporting periods.
Syntax and Parameters
Use the MarketXLS function name hf_Operating_Gains_Losses
in Excel:
=hf_Operating_Gains_Losses(Symbol, year, [quarter], [TTM])
Parameter | Description | Required | Example |
---|---|---|---|
Symbol | The ticker symbol or identifier of the security (e.g., stock, index). | Yes | "MSFT", "^SPX", "@MSFT 110122C00020000", "BTCUSD:DEFAULT" |
year | The reporting year. Accepts direct year (e.g., "2022"), relative terms (e.g., "ly", "lq"), or a date string. | Yes | "2022", "lq", "ly", "2024-03-15" |
quarter | The quarter number: "1", "2", "3", or "4". Omitting uses default "1". | No | "2" |
TTM | Set to "TTM" to retrieve trailing-twelve-month data. Leave blank otherwise. | No | "TTM" |
• Return Value: The function returns a numeric value representing historical operating gains/losses. If the symbol or data is invalid, it returns "NA"
.
?? Note: Large datasets or multiple calls may affect performance, as each function fetches data from MarketXLS servers.
Examples and Usage
Basic Examples
- Retrieve operating gains/losses for year 2022:
=hf_Operating_Gains_Losses("MSFT", "2022")
- Retrieve data for year 2022 and quarter 2:
=hf_Operating_Gains_Losses("MSFT", "2022", "2")
- Get data for trailing twelve months in year 2022 starting quarter 3:
=hf_Operating_Gains_Losses("MSFT", "2022", "3", "TTM")
Relative Periods
- Last Quarter:
=hf_Operating_Gains_Losses("MSFT", "lq")
- Last Quarter Minus One:
=hf_Operating_Gains_Losses("MSFT", "lq-1")
- Last Year:
=hf_Operating_Gains_Losses("MSFT", "ly")
- Last 12 Months:
=hf_Operating_Gains_Losses("MSFT", "lt")
Specifying Year as a Date
You can also provide the second parameter (year) in various ways:
- Cell reference:
=hf_Operating_Gains_Losses("MSFT", A1)
- Direct date string:
=hf_Operating_Gains_Losses("MSFT", "2024-03-15")
- Excel date function:
=hf_Operating_Gains_Losses("MSFT", TEXT(A1,"yyyy-mm-dd"))
Common Questions
Why am I getting NA?
- The symbol may be invalid or unsupported.
- There may be no data reported for the specified year or quarter.
- The license might be invalid for certain data types.
Can I use this function for any security type?
Yes. You can use it for stocks, indices, options (with "@"), or even cryptocurrencies (e.g., "BTCUSD:DEFAULT").
How often is the data updated?
MarketXLS data is regularly updated. However, data availability depends on the security’s reporting schedule.
What are some related functions?
- Revenue (Historical)
- Cost Of Revenue (Historical)
- Gross Profit (Historical)
- R & D Expenses (Historical)
- Selling General and Administrative Expense (Historical)