Retrieve Year-to-Date Revenues with hf_revenues_year_to_date

The hf_revenues_year_to_date function is a powerful way to fetch a company’s year-to-date (YTD) revenues directly into your Excel worksheet via MarketXLS. By supplying a valid ticker symbol and date parameters (year and quarter), you can easily retrieve the latest reported YTD revenue figure. This streamlines fundamental analysis and saves you the time of searching through company filings or financial websites.

Why Use This Function?

• Quickly access the most recent YTD revenues for any listed US stocks without leaving Excel.
• Automate your revenue tracking and comparisons for portfolio analysis.
• Evaluate performance trends over different quarters or across multiple years.
• Seamlessly integrate with other Excel calculations, charts, and dashboards.
• Optionally view trailing twelve months (TTM) values with just a single extra parameter.

How to Use in Excel

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

1. Enter the function in a cell.
2. Replace Symbol with the desired ticker symbol (e.g., "AAPL").
3. Specify the Year (e.g., "2022").
4. Set the Quarter to a number from 1 to 4 (optional, defaults to "1" if not provided; internally the function may treat an empty quarter as quarter "2").
5. Optionally add "TTM" for a trailing twelve months metric instead of strictly YTD data.

When the result is available, the cell will display a numeric value (YTD revenue, in millions or billions depending on the data source). If data is missing or an error occurs, the function typically returns "NA."

Parameters Explained

Example Usage

Basic Examples

1. YTD revenue for Apple in the first quarter of 2022:
   =hf_revenues_year_to_date("AAPL", 2022, 1)
   This attempts to return Apple’s reported revenue for the year up to Q1 2022.

2. YTD revenue for Microsoft in the fourth quarter of 2021:
   =hf_revenues_year_to_date("MSFT", "2021", 4)
   Pulls Microsoft’s full year 2021 (YTD) revenue as of Q4 2021.

3. Trailing twelve months for Amazon (quarter optional, but TTM overrides it):
   =hf_revenues_year_to_date("AMZN", "2022", 3, "TTM")

Advanced Scenarios

• Tracking changes quarter by quarter: You can list four cells containing =hf_revenues_year_to_date("AAPL",2022,1), …, up to Q4, to see the progression of YTD revenues.
• Comparing TTM vs. YTD: Place the same function in adjacent cells with and without the "TTM" parameter to compare how YTD growth aligns with trailing twelve months data.
• Integration with other Excel functions: Combine average, sum, or custom formulas on multiple hf_revenues_year_to_date calls to perform broader portfolio analytics or year-over-year comparisons.

Common Questions and Troubleshooting

• Why do I get "NA"?

• The symbol may be invalid or data may not be available for that period. A license issue can also cause this result.

• Why does the function use quarter "2" if I leave the quarter empty?

• By design, the code defaults to quarter "2" internally in some cases. If you intend to control the quarter precisely, always specify it explicitly.

• Can I use TTM for any company?

• Yes, but if TTM data isn’t available for that symbol or your plan doesn’t include it, "NA" may be returned.

• Do I need a particular license?

• A valid MarketXLS subscription (that supports fundamental data) is necessary for this function to work properly.

Using hf_revenues_year_to_date is an excellent way to streamline your fundamental analysis in Excel. It's especially helpful for quick performance checks and side-by-side comparisons of multiple companies’ revenues over different periods. Leverage it in your spreadsheet models to stay updated without manual data entry.