Revenue Per Dollar Invested Capital (Historical) Formula in Excel

In this guide, you’ll discover how to use the Excel-based MarketXLS function to measure a company’s efficiency in generating revenue for each dollar of its invested capital. This formula can be crucial for evaluating a company’s operational performance and understanding how well its resources are utilized.

Understanding Revenue Per Dollar Invested Capital (Historical)

• The Revenue Per Dollar Invested Capital (Historical) formula returns the revenue generated for every dollar of invested capital during a specific historical period.
• This metric helps in comparing how different companies manage their capital to generate revenue.
• Use this formula when you need to deep-dive into efficiency metrics across multiple quarters or years for more informed financial decisions.

Syntax and Parameters

Below is the syntax for the Excel formula:

=hf_Revenue_per_Dollar_Invested_Capital(Symbol, year, [quarter], [TTM])

?? Note: The function returns “NA” if the symbol is invalid, if you don’t have the required license, or if data is unavailable.

Return Value

• Returns a numeric value representing the revenue per dollar invested capital.
• If the data is not found or there is an error, it returns “NA”.

Special Cases and Limitations

• The function relies on external data from MarketXLS APIs. Large batch requests may be slower and require efficient spreadsheet design.
• Historical parameters like “LY-1” or “LQ-2” are supported for quick references to past years or quarters.

Examples and Usage

Below are practical ways to use the formula in Excel. You can reference cells, enter dates directly, or use Excel date functions:

1. By referencing cells containing symbols:

   =hf_Revenue_per_Dollar_Invested_Capital(A1, "2024")

   Where A1 might hold "MSFT" or any other symbol.

2. By specifying a year directly with no quarter:

   =hf_Revenue_per_Dollar_Invested_Capital("MSFT", 2022)

3. By specifying quarter details:

   =hf_Revenue_per_Dollar_Invested_Capital("MSFT", 2022, 2)

4. Using TTM reference:

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

5. Working with special year references:

   • “lq” (Last Quarter):

     =hf_Revenue_per_Dollar_Invested_Capital("MSFT", "lq")

   • “ly” (Last Year):

     =hf_Revenue_per_Dollar_Invested_Capital("MSFT", "ly")

   • “lt” (Last 12 Months):

     =hf_Revenue_per_Dollar_Invested_Capital("MSFT", "lt")

? Pro Tip: Use cell references for dynamic symbols and years to quickly fill multiple rows or columns with updated data.

Common Questions

1. What happens if the symbol or year is invalid?

   • The formula returns “NA” if the symbol is invalid or if there’s no data for the specified period.

2. Is this formula available in all MarketXLS plans?

   • Some historical functions may require advanced subscriptions. Contact MarketXLS support if you see frequent “NA” results.

3. How can I get more detailed revenue metrics?

   • MarketXLS offers related historical fundamentals like total revenue, cost of revenue, and gross profit. Explore these for a deeper analysis.

4. Related Functions:

   • Revenue (Historical)
   • Cost Of Revenue (Historical)
   • Gross Profit (Historical)
   • R & D Expenses (Historical)
   • Selling General and Administrative Expense (Historical)

?? Note: If you plan to fetch large sets of data, structure your spreadsheet to minimize repeated calls and consider MarketXLS caching capabilities for better performance.