Post-Tax Profit Margin (Historical) Formula in Excel

Use the Post-Tax Profit Margin (Historical) formula in Excel with MarketXLS to quickly access a company’s net profit margin for specific historical periods. This function retrieves data via MarketXLS’s fundamental data APIs, helping you make better-informed investment decisions by analyzing a company’s profitability over time.

Understanding Post-Tax Profit Margin (Historical)

• Purpose: Returns the company’s post-tax profit margin for a given historical period, indicating how much net income the company retains per dollar of revenue.
• Key Benefits:
  • Easy access to historical net profit margins within Excel.
  • Ideal for creating trend analyses and comparing multiple companies.
  • Integrates with MarketXLS to ensure data accuracy and timeliness.
• When to Use:
  • Investment research: Compare a company’s profitability across different years or quarters.
  • Financial modeling: Factor historical profit margins into projections and valuation models.

? Pro Tip: Combine hf_Post_Tax_Profit_Margin with other MarketXLS historical fundamental formulas (e.g., hf_Revenue, hf_Gross_Profit) to build robust ratio analyses in your Excel worksheets.

Syntax and Parameters

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

Return Value:
• A numeric value representing the historical post-tax profit margin for the specified period.
• Returns "NA" if the symbol is invalid, if there is an issue with your MarketXLS license, or if data is unavailable.

?? Note: Because hf_Post_Tax_Profit_Margin relies on external data calls, you may experience brief delays for large requests or slow network connections.

Examples and Usage

Below are common ways to use the Post-Tax Profit Margin (Historical) formula in Excel. Adapt them to match your specific analysis needs.

• Basic usage with a stock symbol:

  =hf_Post_Tax_Profit_Margin("MSFT", 2022)

  Returns Microsoft’s net profit margin for the year 2022.

• Specify a quarter:

  =hf_Post_Tax_Profit_Margin("MSFT", 2022, 2)

  Retrieves Microsoft’s net profit margin for Q2 (April–June) of 2022.

• Use TTM (Trailing Twelve Months):

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

  Returns data for the trailing twelve months as of Q3 2022.

• Fetch last quarter's results:

  =hf_Post_Tax_Profit_Margin("MSFT", "lq")

  Dynamically pulls the most recent quarter’s net profit margin.

• Pull last year’s data:

  =hf_Post_Tax_Profit_Margin("MSFT", "ly")

  Useful for quick year-over-year comparisons.

• Multiple symbol formats:

  =hf_Post_Tax_Profit_Margin("^SPX", "ly")         // For S&P 500 index
  =hf_Post_Tax_Profit_Margin("@MSFT 110122C00020000", 2022)  // For an option contract
  =hf_Post_Tax_Profit_Margin("BTCUSD:DEFAULT", "lq-1")       // For a crypto asset

Using Date Inputs for Year/Quarter

You can derive the Year or Quarter from dates specified in cells:

1. Cell reference:

   =hf_Post_Tax_Profit_Margin(A1, A2)

   Here, A1 contains "MSFT", and A2 contains "2022" or any valid year expression.

2. Direct date (extract year):

   =hf_Post_Tax_Profit_Margin("MSFT", TEXT(B1,"yyyy"))

   If cell B1 holds a valid date, this extracts the year as a string.

3. Combining date and TTM:

   =hf_Post_Tax_Profit_Margin("MSFT", TEXT(A1,"yyyy"), TEXT(A1,"m"), "TTM")

   A1 contains a date; we convert it to a year ("yyyy") and month ("m") for quarter estimation.

Common Questions

1. What happens if the function returns "NA"?

   • The symbol might be invalid, or your MarketXLS subscription may not support this data. Double-check the symbol, subscription status, and licensing.

2. Are there any performance considerations?

   • Yes. Because it retrieves historical fundamentals from a remote API, retrieval times can vary with connection speed and request volume. Try breaking your queries into smaller sets if performance is lagging.

3. How do I handle missing or partial data for certain quarters?

   • Some companies may not report or have incomplete data for specific quarters. In these cases, the formula could return "NA". Verify the availability of data for lengths like TTM, especially if the company’s reporting cycle differs from standard quarters.

4. Can I use this formula in financial modeling workbooks?

   • Absolutely. Reference your models to automatically update net profit margins whenever new market or financial data becomes available, ensuring real-time accuracy for your analysis.

? Pro Tip: You can pair hf_Post_Tax_Profit_Margin with MarketXLS’s other historical fundamental metrics—like hf_Revenue (Historical) and hf_Gross_Profit (Historical)—to create custom dashboards and pivot charts for in-depth performance reviews.