Finance Tools

Cost Shock EBITDA Margin Impact Calculator

Estimate how a cost shock compresses EBITDA and EBITDA margin by increasing COGS or total operating costs.

Estimate how a cost shock compresses EBITDA and EBITDA margin.

Inputs

Direct/variable costs tied to production.

SG&A, overhead, fixed operating costs.

Shock assumptions

Use “COGS only” for supplier/input price shocks.

Results

EBITDA

Before: $800,000
After: $560,000
Change: -$240,000

EBITDA margin

Before: 16.00%
After: 11.20%
Compression: -4.80 pp

Flag

Normal

EBITDA margin shows operating profitability before depreciation, amortization, interest, and taxes. Cost shocks compress margin unless prices rise or costs are offset elsewhere.

How it works

  • EBITDA = Revenue − COGS − Operating expenses.
  • Apply the shock to COGS (or total costs) to get the “after” scenario.
  • EBITDA margin = EBITDA ÷ Revenue.
  • Margin compression is shown in percentage points (pp).

FAQ

How is this different from gross margin tools?
Gross margin focuses on revenue minus COGS. EBITDA margin includes operating expenses too.

What if I pass costs to customers?
Then revenue may rise too—use your expected revenue and re-run scenarios.

How to use this cost shock ebitda margin impact calculator

  1. Enter annual revenue, COGS, and operating expenses.
  2. Enter shock size (%) and choose whether it applies to COGS only or total costs.
  3. Review EBITDA before vs after and EBITDA margin before vs after.
  4. Use the margin compression output to understand how pricing or cost actions may be needed.

Example

Revenue $5,000,000, COGS $3,000,000, Opex $1,200,000, shock +8% on COGS only.

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