Sales Per Share (Historical) Formula in Excel

The Sales Per Share (Historical) formula in Excel (with MarketXLS) helps you retrieve the total revenue earned per share over a specific period. By leveraging this function, investors and analysts can quickly evaluate a company's revenue performance, compare revenue changes across different time frames, and make informed decisions.

Understanding Sales Per Share (Historical)

• The Sales Per Share (Historical) formula is designed to fetch historical revenue-per-share data.
• It provides a concise snapshot of how effectively a company is generating revenues on a per-share basis.
• This function is especially useful for analyzing revenue trends, comparing peer performance, and tracking historical fundamentals over quarterly or annual periods.

? Pro Tip: Use this function to spot revenue growth trends over different quarters or years to gauge a company’s financial health and longer-term performance.

Syntax and Parameters

Below is the syntax for using the Sales Per Share (Historical) formula in Excel with MarketXLS:

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

?? Note: This function requires a valid historical fundamental data subscription. If the symbol is invalid or you are not subscribed, the function may return "NA".

Return Value

• Returns a numerical value representing the total revenue per share for the specified time period.
• If data is not available or an error occurs, it returns "NA".

Examples and Usage

Below are practical examples using different input methods for date references and ticker symbols.

1. Retrieve Sales Per Share for a specific year:

   =hf_Sales_per_Share("MSFT", 2022)

   Returns the sales per share for Microsoft in 2022 (first quarter by default).

2. Sales Per Share for a specific year and quarter:

   =hf_Sales_per_Share("MSFT", 2022, 2)

   Returns the sales per share for Microsoft in Q2 of 2022.

3. Trailing Twelve Months data:

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

   Returns the trailing twelve months sales per share value ending Q3 of 2022.

4. Last Quarter and Last Year references:

   =hf_Sales_per_Share("MSFT", "lq")
   =hf_Sales_per_Share("MSFT", "ly")

   • "lq" provides data from the most recently completed quarter.
   • "ly" provides data from the most recently completed year.

5. Going back multiple periods:

   =hf_Sales_per_Share("MSFT", "lq-1")
   =hf_Sales_per_Share("MSFT", "ly-1")

   Fetches data from the quarter or year prior to the last quarter/year.

6. Last Twelve Months data references:

   =hf_Sales_per_Share("MSFT", "lt")
   =hf_Sales_per_Share("MSFT", "lt-1")

   • "lt" for the most recent 12 months.
   • "lt-1" for the previous 12 months period.

Using Different Date Input Formats

• Cell Reference:

  =hf_Sales_per_Share(A2, B2)

  Where A2 has the symbol and B2 has the year (or keyword).

• Direct Date (useful if referencing actual dates for advanced setups):

  =hf_Sales_per_Share("MSFT", "2024-03-15")

  Interpreted internally for relevant year/quarter if supported.

• Excel Date Functions:

  =hf_Sales_per_Share("MSFT", TEXT(A2, "yyyy-mm-dd"))

  Converts a date in A2 to the required year/quarter format if configured appropriately.

Common Questions

1. What if the function consistently returns "NA"?
   • Ensure you have a valid data subscription. Check if the symbol is correct and formatted properly.
2. How to improve performance if calling the function multiple times?
   • Minimize redundant calls by storing results in cells and referencing them, or use MarketXLS caching options.
3. Can I use this function for ETFs or mutual funds?
   • Yes, if the data is available through your subscription. Otherwise, it may return "NA".
4. What happens if I enter a future date or year?
   • If data for that period doesn’t exist, the function returns "NA".
5. Is the trailing twelve months (TTM) data purely historical?
   • TTM data calculates the rolling 12 months’ worth of reported fundamental data, so it lags behind the current date.

? Pro Tip: Combine Sales Per Share with other historical fundamental formulas like Revenue (Historical) or Gross Profit (Historical) to conduct a more comprehensive financial analysis.

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