Profitability

Gross margin: how to calculate it

Markup, margin rate, multiplier: three often-confused notions that directly affect your prices and your profit.

Gross margin is the first profitability indicator for a trading or distribution business. It measures what is left after paying for what you sell. It is this margin that covers all your other costs — rent, salaries, transport, overheads — and generates a profit.

The basic formula

Gross margin = Selling price excl. VAT − Purchase cost excl. VAT

At company level, over a period: Gross margin = Sales of goods − Cost of goods sold, the latter taking inventory changes into account (purchases + opening stock − closing stock).

Markup or margin rate?

These two ratios are often confused, yet they are not calculated on the same base.

IndicatorFormulaIt answers the question…
MarkupMargin ÷ Purchase cost × 100How much do I earn relative to what I paid?
Margin rateMargin ÷ Selling price × 100What share of my selling price is margin?
Price multiplierSelling price ÷ Purchase costBy how much do I multiply my cost to set my price?

An example

You buy an item for MAD 1,000 excl. VAT and resell it for MAD 1,500 excl. VAT.

  • Margin: 1,500 − 1,000 = MAD 500
  • Markup: 500 ÷ 1,000 = 50%
  • Margin rate: 500 ÷ 1,500 = 33.3%
  • Multiplier: 1,500 ÷ 1,000 = 1.5

Same transaction, two very different percentages. When you talk about a "30% margin" with a partner, supplier or banker, always specify which ratio you mean.

Setting a price from a target margin rate

If you are aiming for a 40% margin rate on a product bought for MAD 600:

Selling price excl. VAT = Purchase cost ÷ (1 − Margin rate) = 600 ÷ 0.60 = MAD 1,000

The classic mistake is to add 40% to the cost (600 × 1.40 = MAD 840): you then get a margin rate of only 28.6%.

The effect of discounts

A 10% discount on the selling price does not reduce the margin by 10%. In our example, the price falls to MAD 1,350 and the margin to MAD 350: it drops by 30%. To keep the same total margin, you would need to sell about 43% more volume. Discounts should be decided with a calculator in hand.

Trading margin or gross margin?

Trading margin applies to buying and reselling. For a manufacturing or service business, we talk rather about gross margin or contribution margin, including materials consumed, subcontracting or time spent. The reasoning remains the same: know precisely what what you sell costs you.

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