Post tax profit indicator (Historical) Formula in Excel

Gain valuable insights into a company’s after-tax profit margin trends using the Post tax profit indicator (Historical) formula in Excel with MarketXLS. This function helps analysts and investors understand historical profit margin performance, making it easier to predict future trends.

Understanding Post tax profit indicator (Historical)

• Purpose: Provides a historical metric indicating changes in a company's after-tax profit trend.
• Use Cases:
  • Tracking a company’s profitability trajectory over specific years or quarters.
  • Comparing profit trends across multiple periods (quarterly, yearly, or trailing 12 months).
  • Making more informed decisions regarding investments or financial modeling.
• Key Benefits:
  • Simplifies historical fundamental analysis.
  • Helps identify patterns and potential turning points in after-tax profit margins.
  • Supports deeper insights for investment strategies.

Syntax and Parameters

Use the following syntax to call the hf_Post_Tax_Profit_Indicator function:

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

?? Note:

• If the symbol is invalid or unavailable, the function returns "NA".
• If you pass an unexpected value for year or quarter, it may result in "NA" or an incorrect value.

Return Value

• Returns a numeric value representing the post-tax profit indicator if successful.
• Returns a string "NA" if an error occurs or data is not available.

? Pro Tip:
Use relative date references like "lq" (last quarter), "ly" (last year), or "lt" (last 12 months) to quickly fetch historical data without manually updating the year.

Examples and Usage

Below are a few practical scenarios illustrating how to use the Post tax profit indicator (Historical) formula in your Excel worksheets:

1. Specific Year

   =hf_Post_Tax_Profit_Indicator("MSFT","2022")

   Retrieves the post-tax profit indicator for Microsoft in the year 2022.

2. Specific Year and Quarter

   =hf_Post_Tax_Profit_Indicator("MSFT","2022",2)

   Retrieves data for the second calendar quarter of 2022.

3. Trailing Twelve Months

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

   Returns the trailing twelve months value from the third quarter of 2022.

4. Relative References

   • Last Quarter:

     =hf_Post_Tax_Profit_Indicator("MSFT","lq")

   • Last Quarter Minus One:

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

   • Last Year:

     =hf_Post_Tax_Profit_Indicator("MSFT","ly")

   • Last 12 Months:

     =hf_Post_Tax_Profit_Indicator("MSFT","lt")

?? Note: This function is optimized to run swiftly even with large data sets. However, repeated calls for many symbols simultaneously might require ample system resources.

Common Questions

1. What if the function returns "NA"?

The function returns "NA" if:

• The symbol is invalid or unsupported.
• A licensing issue prevents the retrieval of data.
• The requested period data is not available.

2. Can I reference cells instead of typing symbols or years directly?

Yes! For instance, if cell A1 has "MSFT" and cell B1 has "2022", you can do:

=hf_Post_Tax_Profit_Indicator(A1, B1)

3. How do I handle portfolio-level analysis?

• Create a list of symbols in one column.
• Reference the symbols in adjacent cells using hf_Post_Tax_Profit_Indicator for each.
• Summarize the results or use additional MarketXLS functions for deeper insights.

4. Are there any performance considerations?

• The function makes calls to MarketXLS APIs.
• Performance is typically very fast, but network speed may impact results.
• For large-scale analyses, consider caching results or batching multiple calculations at once.

5. What other related historical fundamentals are available?

• Revenue (Historical): Returns a company's total revenue for the specified historical period.
• Cost Of Revenue (Historical): Provides the total cost of revenue data for a specified period.
• Gross Profit (Historical): Fetches the gross profit for a given term.
• R & D Expenses (Historical): Retrieves historical R&D spending.
• Selling General and Administrative Expense (Historical): Returns historical SG&A expenses.

? Pro Tip: Combine the Post tax profit indicator (Historical) with other fundamentals for a comprehensive financial analysis model.