How to Get Profitability Ratios in Excel

Get profitability ratios directly in Excel using custom formulas. Retrieve financial data, automate your workflows, and keep your spreadsheets updated with our Excel add-in.

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EXCEL FORMULA
=FDN("ProfitabilityRatios", "MSFT", "year", 5)

This formula pulls data into your spreadsheet once our Excel add-in is installed.

Formula Result

See exactly how data fills into your sheet when the formula runs. This example shows the actual up-to-date information returned.

ABCDEFGHIJKLMNOPQ
1trading_symbolcentral_index_keyregistrant_namefiscal_yearfiscal_periodperiod_end_dateebitebitdaprofit_margingross_marginoperating_marginoperating_cash_flow_marginreturn_on_equityreturn_on_assetsreturn_on_debtcash_return_on_assetscash_turnover_ratio
2MSFT0000789019MICROSOFT CORP2025FY2025-06-30132917000000.0167070000000.00.3614601524896710.6882374238616520.4562195624085990.4833170052959630.2964722734140950.1645097035070912.206543878656550.21996985475032.56182595253251
3MSFT0000789019MICROSOFT CORP2024FY2024-06-30114471000000.0136758000000.00.359559729440850.6976444382797140.4464429957327370.4836285604719280.3282813797829980.1720858398595761.867842156571860.2314653733284132.71925718025803
4MSFT0000789019MICROSOFT CORP2023FY2023-06-3097429000000.0111290000000.00.3414623787839460.689200858834910.4177288063610410.4132883467427980.3508871464385640.1756437268190381.378724944745070.2125900537895411.74932516654147
5MSFT0000789019MICROSOFT CORP2022FY2022-06-3090801000000.0105261000000.00.3668633681343620.6840167448428910.4205527815604980.4490593634942250.4367546925099970.1993695866681281.38469446030840.2440384826225191.77584909716251
6MSFT0000789019MICROSOFT CORP2021FY2021-06-3077017000000.088703000000.00.3645173956498980.6892580077102470.4159487887297130.4565465708438440.4315223821731410.1835675701586980.9252922166178380.2299126068446491.23305799674291
ABCDEF
1trading_symbolMSFTMSFTMSFTMSFTMSFT
2central_index_key00007890190000789019000078901900007890190000789019
3registrant_nameMICROSOFT CORPMICROSOFT CORPMICROSOFT CORPMICROSOFT CORPMICROSOFT CORP
4fiscal_year20252024202320222021
5fiscal_periodFYFYFYFYFY
6period_end_date2025-06-302024-06-302023-06-302022-06-302021-06-30
7ebit132917000000.0114471000000.097429000000.090801000000.077017000000.0
8ebitda167070000000.0136758000000.0111290000000.0105261000000.088703000000.0
9profit_margin0.3614601524896710.359559729440850.3414623787839460.3668633681343620.364517395649898
10gross_margin0.6882374238616520.6976444382797140.689200858834910.6840167448428910.689258007710247
11operating_margin0.4562195624085990.4464429957327370.4177288063610410.4205527815604980.415948788729713
12operating_cash_flow_margin0.4833170052959630.4836285604719280.4132883467427980.4490593634942250.456546570843844
13return_on_equity0.2964722734140950.3282813797829980.3508871464385640.4367546925099970.431522382173141
14return_on_assets0.1645097035070910.1720858398595760.1756437268190380.1993695866681280.183567570158698
15return_on_debt2.206543878656551.867842156571861.378724944745071.38469446030840.925292216617838
16cash_return_on_assets0.21996985475030.2314653733284130.2125900537895410.2440384826225190.229912606844649
17cash_turnover_ratio2.561825952532512.719257180258031.749325166541471.775849097162511.23305799674291
Profitability ratios evaluate a company's ability to generate profits from sales or operations, balance sheet assets, or shareholder equity. The formula provides key profitability ratios calculated using data from the company's financial statements.

Steps to Get Started

01
Install the Add-in

Open Excel, navigate to the Home tab, select Add-ins, and search for FinancialData.Net.

02
Grab Your Key

Sign in to your account at FinancialData.Net, open the dashboard, and copy your API key.

03
Run Your Formula

Open the task pane in Excel, save your API key, and start typing the =FDN(...) formula.

Formula Reference

Use the formula to retrieve financial data by specifying a dataset, ticker symbol, and additional parameters.

=FDN(dataset, identifier, argument, maxRows)
datasetString
Specifies the dataset to query. Enter the dataset name enclosed in quotation marks, for example "ProfitabilityRatios".
identifierString
Accepts one or multiple identifiers such as ticker symbols (e.g., "AAPL" or "AAPL,MSFT") or other supported identifier types.
argumentString
Filters the dataset output using an additional parameter, such as a date like "2025-01-15" or a reporting period like "year" or "quarter".
maxRowsInteger
Limits the number of records returned by the formula. For example, setting the value to 5 returns the five most recent rows.

Troubleshooting & FAQ

If Excel doesn't recognize the =FDN() formula, the add-in may not have loaded correctly. Restart Excel or reinstall the add-in from the Office Add-ins Store.

Excel displays this error when it does not recognize the =FDN() formula. This means the add-in is either not installed or has been disabled.

The =FDN() formula outputs multiple rows and columns of data, which Excel blocks if any existing text or formatting occupies the surrounding cells. Simply clear these obstructing cells to allow the formula to expand completely.

Install the Excel Add-in

Access 80+ financial datasets directly in Excel using simple formulas.

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