metricengine.calculations.profitability

Profitability and margin calculations.

This module contains calculations for profit margins, profitability ratios, and related metrics. All calculations use the Collection namespace for proper organization.

metricengine.calculations.profitability.gross_profit(sales, cost)[source]

Gross profit = sales - cost

Return type:

FinancialValue[Money]

metricengine.calculations.profitability.gross_profit_ex_tax(sales_ex_tax, cost)[source]

Gross profit (ex tax) = sales_ex_tax - cost

Return type:

FinancialValue[Money]

metricengine.calculations.profitability.gross_margin_ratio(gross_profit, sales)[source]

Gross margin ratio = gross_profit / sales

Return type:

FinancialValue[Ratio]

metricengine.calculations.profitability.gross_margin_percentage(gross_margin_ratio)[source]

Gross margin as percent (e.g., 0.35 -> ‘35%’).

Return type:

FinancialValue[Percent]

metricengine.calculations.profitability.gross_margin_ratio_ex_tax(gross_profit_ex_tax, sales_ex_tax)[source]

Gross margin ratio (ex tax) = gross_profit_ex_tax / sales_ex_tax

Return type:

FinancialValue[Ratio]

metricengine.calculations.profitability.gross_margin_percentage_ex_tax(gross_margin_ratio_ex_tax)[source]

Gross margin (ex tax) as percent.

Return type:

FinancialValue[Percent]

metricengine.calculations.profitability.cost_ratio(cost, sales)[source]

Cost ratio = cost / sales

Return type:

FinancialValue[Ratio]

metricengine.calculations.profitability.cost_percent(cost_ratio)[source]

Cost as percent.

Return type:

FinancialValue[Percent]

metricengine.calculations.profitability.cost_ratio_ex_tax(cost, sales_ex_tax)[source]

Cost ratio (ex tax) = cost / sales_ex_tax

Return type:

FinancialValue[Ratio]

metricengine.calculations.profitability.cost_percent_ex_tax(cost_ratio_ex_tax)[source]

Cost percent (ex tax).

Return type:

FinancialValue[Percent]

metricengine.calculations.profitability.net_profit(revenue, total_costs)[source]

Net profit = revenue - total_costs

Return type:

FinancialValue[Money]

metricengine.calculations.profitability.net_margin_ratio(net_profit, revenue)[source]

Net margin ratio = net_profit / revenue

Return type:

FinancialValue[Ratio]

metricengine.calculations.profitability.net_margin_percentage(net_margin_ratio)[source]

Net margin as percent.

Return type:

FinancialValue[Percent]

metricengine.calculations.profitability.net_profit_with_tax(sales, cost, tax_rate)[source]

Net profit (tax-adjusted) = (sales / (1 + tax_rate)) - cost

Return type:

FinancialValue[Money]

metricengine.calculations.profitability.net_margin_with_tax_ratio(net_profit_with_tax, sales_ex_tax)[source]

Net margin (tax-adjusted) ratio = net_profit_with_tax / sales_ex_tax

Return type:

FinancialValue[Ratio]

metricengine.calculations.profitability.net_margin_with_tax(net_margin_with_tax_ratio)[source]

Net margin with tax as percent.

Return type:

FinancialValue[Percent]

metricengine.calculations.profitability.cost_ratio_with_tax(cost, sales, tax_rate)[source]
Return type:

FinancialValue[Ratio]

Cost ratio with tax info:

denominator is sales ex tax, i.e. cost / (sales / (1 + tax_rate))

metricengine.calculations.profitability.cost_percentage_with_tax(cost_ratio_with_tax)[source]

Cost percentage with tax.

Return type:

FinancialValue[Percent]

metricengine.calculations.profitability.contribution_margin(revenue, variable_costs)[source]

Contribution margin = revenue - variable_costs

Return type:

FinancialValue[Money]

metricengine.calculations.profitability.contribution_margin_ratio_raw(contribution_margin, revenue)[source]

Contribution margin ratio = contribution_margin / revenue

Return type:

FinancialValue[Ratio]

metricengine.calculations.profitability.contribution_margin_ratio(contribution_margin_ratio_raw)[source]

Contribution margin ratio as percent.

Return type:

FinancialValue[Percent]

metricengine.calculations.profitability.operating_margin_ratio(operating_income, revenue)[source]

Operating margin ratio = operating_income / revenue

Return type:

FinancialValue[Ratio]

metricengine.calculations.profitability.operating_margin(operating_margin_ratio)[source]

Operating margin as percent.

Return type:

FinancialValue[Percent]

metricengine.calculations.profitability.ebitda_margin_ratio(ebitda, revenue)[source]

EBITDA margin ratio = ebitda / revenue

Return type:

FinancialValue[Ratio]

metricengine.calculations.profitability.ebitda_margin(ebitda_margin_ratio)[source]

EBITDA margin as percent.

Return type:

FinancialValue[Percent]

metricengine.calculations.profitability.roi_ratio(gain_from_investment, cost_of_investment)[source]

ROI ratio = gain_from_investment / cost_of_investment

Return type:

FinancialValue[Ratio]

metricengine.calculations.profitability.roi(roi_ratio)[source]

ROI as percent.

Return type:

FinancialValue[Percent]

Margin Calculations

metricengine.calculations.profitability.operating_margin(operating_margin_ratio)[source]

Operating margin as percent.

Return type:

FinancialValue[Percent]

metricengine.calculations.profitability.ebitda_margin(ebitda_margin_ratio)[source]

EBITDA margin as percent.

Return type:

FinancialValue[Percent]

Profitability Ratios