Accumulated Retained Earnings Deficit (Historical) Formula in Excel
Understanding Accumulated Retained Earnings Deficit (Historical)
The Accumulated Retained Earnings Deficit (Historical) formula in Excel with MarketXLS helps you quickly analyze a company's negative retained earnings over time. This value indicates the ongoing financial challenges faced by businesses when total losses exceed total profits.
- Shows the negative balance in a corporation's retained earnings account.
- Helps identify companies with more losses than profits over multiple periods.
- Useful for investors, analysts, and finance professionals to gauge a firm’s long-term financial health.
Syntax and Parameters
Use the following syntax to retrieve the historical accumulated retained earnings deficit for a specified symbol, year, quarter, and optional trailing twelve months (TTM):
=hf_Accumulated_Retained_Earnings_Deficit(Symbol, Year, [Quarter], [TTM])| Parameter | Description | Required | Example |
|---|---|---|---|
| Symbol | The stock or asset symbol. Includes support for indices (^SPX), options (@MSFT 110122C00020000), or crypto (BTCUSD:DEFAULT). | Yes | "MSFT" or "^SPX" or "@MSFT 110122C00020000" or "BTCUSD:DEFAULT" |
| Year | The fiscal year or special shortcuts like "lq" for last quarter, "ly" for last year, etc. | Yes | 2022, "lq", "ly-1", "lt" |
| Quarter | The calendar quarter (1 to 4). Optional if you're using TTM or special year shortcuts. | No | 1 |
| TTM | Enter "TTM" if you want trailing twelve months data. | No | "TTM" |
?? Note: If you lack the subscription for historical fundamental data, the formula may return "NA".
Return Value:
• Returns a numeric value representing the company’s accumulated retained earnings deficit for the specified period.
• If the data is unavailable or the symbol is invalid, returns "NA".
Examples and Usage
Below are practical examples showing how to use the formula for various date and symbol inputs.
- Referencing a cell for the date:
=hf_Accumulated_Retained_Earnings_Deficit(A1, A2) - Specifying a direct date string:
? Pro Tip: Use quotes for direct strings.
=hf_Accumulated_Retained_Earnings_Deficit("MSFT","2024") - Utilizing Excel date functions:
=hf_Accumulated_Retained_Earnings_Deficit("MSFT", TEXT(A1,"yyyy")) - Selecting different asset types:
- Regular Symbol:
=hf_Accumulated_Retained_Earnings_Deficit("MSFT", 2022) - Index:
=hf_Accumulated_Retained_Earnings_Deficit("^SPX","ly") - Option:
=hf_Accumulated_Retained_Earnings_Deficit("@MSFT 110122C00020000","lt") - Crypto:
=hf_Accumulated_Retained_Earnings_Deficit("BTCUSD:DEFAULT","lt-1")
- Regular Symbol:
Additional Example Scenarios
- Retrieve the value for a specific quarter:
=hf_Accumulated_Retained_Earnings_Deficit("MSFT", 2022, 2) - Use TTM data for deeper insights:
=hf_Accumulated_Retained_Earnings_Deficit("MSFT", 2022, 3, "TTM")
?? Note: The function is specifically designed for historical fundamentals analysis and may require additional MarketXLS subscriptions.
Common Questions
-
Why am I getting "NA"?
- You might not have the historical data subscription, or the symbol/year provided is invalid. Double-check your subscription plan and inputs.
-
Does this function work for any stock exchange?
- Yes, as long as MarketXLS covers the symbol in question and you have the proper subscription.
-
Can I use date formats other than yyyy-mm-dd?
- Yes. You can reference Excel date cells or use the built-in
TEXT()function to format your date.
- Yes. You can reference Excel date cells or use the built-in
-
What happens if I omit the quarter parameter?
- The function defaults to quarter 1 unless you specify TTM or special tokens like “lq”, “ly”, or “lt”.
By leveraging the Accumulated Retained Earnings Deficit (Historical) formula in Excel with MarketXLS, you can gain a clearer understanding of a company's long-term profit or loss position, helping you make more informed financial decisions.
Get Access to 1 Billion Usable Market data points IN YOUR EXCEL SHEETS WITH EASY TO USE EXCEL FUNCTIONS
Get started today