Revenue Formula in Excel

Get real-time or on-demand financial insights by using the Revenue formula in Excel with MarketXLS. This powerful function helps you retrieve a company's total revenue for the past 12 months (TTM). Whether you're evaluating investment opportunities or analyzing company performance, the Revenue formula offers a straightforward and time-saving solution.

Understanding Revenue

• The Revenue formula provides the total revenue (TTM) for a given symbol.
• It is especially useful for investors, financial analysts, or students conducting fundamental analysis.
• Key benefits include:
  • Time-efficient retrieval of real-time or on-demand revenue data
  • Seamless integration within Excel for personalized analysis
  • Quick comparison across multiple stocks, indices, options, or crypto assets

? Pro Tip: Use the Revenue formula alongside other key MarketXLS functions like EPS, Market Capitalization, and Paydate for comprehensive financial analysis.

Syntax and Parameters

Use the Revenue function directly in your Excel sheet to fetch the latest total revenue (TTM) for a single or multiple symbols.

=Revenue(Symbol)

Parameter Table

• Symbol: Enter the relevant asset symbol in quotes. The function also accepts references to cells containing the symbol.

?? Note: The function returns "NA" if the symbol is invalid, the license is not valid, or if data is not available for that symbol.

Return Value

• Returns a numeric value representing the company's trailing twelve-month (TTM) revenue.
• Returns "NA" if an error occurs or data is unavailable.

? Pro Tip: Rely on the error value "NA" to handle exceptions in your Excel models by wrapping the function in error-handling formulas like IFERROR.

Examples and Usage

Below are common ways to leverage the Revenue formula:

1. Fetch revenue for a standard ticker symbol:

   =Revenue("MSFT")

2. Use a cell reference to dynamically change the symbol:

   =Revenue(A2)

   (where A2 contains the ticker, e.g., "AAPL")

3. Retrieve revenue for an index symbol:

   =Revenue("^SPX")

4. Check revenue for an options symbol:

   =Revenue("@MSFT 110122C00020000")

5. Get crypto revenue data (if available):

   =Revenue("BTCUSD:DEFAULT")

?? Note: Some symbols (especially crypto or certain options) may return "NA" if the underlying revenue data is not provided by the data source.

Performance Considerations

• The Revenue function makes a web call to retrieve data, ensuring it reflects the most recent information available.
• A stable internet connection and a valid MarketXLS license are required for optimal performance.
• Large spreadsheets or frequent calls may marginally impact Excel performance.

Common Questions

1. What if I get "NA" even with a valid ticker?

   • Ensure your MarketXLS license is active. Double-check the spelling of your symbol. If the issue persists, verify that financial data for that symbol is available in the MarketXLS dataset.

2. Does Revenue support historical revenue figures?

   • Revenue primarily fetches the trailing twelve-month (TTM) value. For more historical detail, combine it with other MarketXLS fundamental data functions.

3. How do I update the revenue value in real-time?

   • The data typically updates automatically when MarketXLS refreshes. You can also use Excel’s "Refresh All" or MarketXLS refresh options.

4. Can I compare revenue for multiple symbols simultaneously?

   • Yes. Simply enter multiple =Revenue(...) formulas across different cells, each referencing a unique symbol.

5. Does the Revenue function handle date inputs?

   • This function does not require dates. Other MarketXLS functions may accept dates for historical or time-series data retrieval, but Revenue specifically uses the latest TTM figure.

? Pro Tip: Combine Revenue with other MarketXLS formulas like EPS, MarketCap, or Paydate to build a comprehensive financial dashboard in Excel.