Profit Margin (Historical)
Returns the historical net profit margin for a company. This measures the percentage of revenue that becomes net income.
Formula
Profit Margin = Net Income / Revenue
Parameters
| Parameter | Required | Description |
|---|---|---|
| Symbol | Yes | Stock ticker symbol |
| Year | Yes | Fiscal year or period code |
| Quarter | No | Quarter 1-4 |
| TTM | No | "TTM" for trailing twelve months |
Return Value
- Returns as decimal (0.25 = 25%)
- Higher margins indicate better profitability
Syntax
=hf_Profit_Margin(Symbol, Year, [Quarter], [TTM])Examples
=hf_Profit_Margin("AAPL", 2023, 4)=hf_Profit_Margin("MSFT", "ly")=hf_Profit_Margin("GOOGL", 2023, , "TTM")=hf_Profit_Margin("AAPL", 2023)*100When to Use
- Profitability analysis
- Industry comparisons
- DuPont ROE analysis
- Margin trend tracking
When NOT to Use
| Scenario | Use Instead |
|---|---|
| Gross margin | hf_Gross_Margin() |
| Operating margin | hf_Operating_Margin() |
| Net income amount | hf_Net_Income() |
Common Issues & FAQ
Why is the value less than 1?
Margins are returned as decimals. Multiply by 100 for percentage.
Why might profit margin be negative?
Net loss results in negative profit margin.
Excel Templates Using Profit Margin (Historical)
These ready-made MarketXLS templates call hf_Profit_Margin() in their worksheet formulas. Open one to see the function working inside a complete model.
Related Formulas
More MarketXLS Historical Fundamentals formulas you can use in the same worksheet:
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