Retrieve a Company's Auditor’s Name and Opinion

The hf_Auditor's_name_aud._name_and_aud._op. function from MarketXLS allows you to quickly retrieve a company’s auditor’s name along with the auditor’s opinion. By specifying a ticker symbol, a financial year, an optional quarter, and an optional TTM parameter, you can gain clear insight into the auditing details you need for deeper fundamental analysis—all without leaving Excel.

Why Use This Function?

• Efficiently access vital auditing information in one formula.
• Combine with other MarketXLS functions to build comprehensive financial dashboards.
• Save time researching a company’s auditing details by scraping them directly into Excel.
• Gain additional context for fundamental analysis: the auditor’s name and opinion can highlight a company’s credibility.
• Compare auditing details across different years or even quarters for trend analysis.

How to Use in Excel

Use the following syntax directly in your Excel worksheet with MarketXLS enabled:

=hf_Auditor's_name_aud._name_and_aud._op.(Symbol, year, [quarter], [TTM])

1. Select the Excel cell where you want to display the result.
2. Type the formula above, replacing Symbol, year, and (optionally) quarter and TTM.
3. Press Enter to fetch and display the auditor’s name and opinion.

Parameters Explained

Example Usage

Basic Examples

1. Annual Data for a Specific Year
   • Formula:
   =hf_Auditor's_name_aud._name_and_aud._op.("AAPL", 2022)
   • Explanation: Retrieves the auditor’s name and opinion for Apple (AAPL) for the year 2022. Since no quarter is specified, it defaults to quarter "1".

2. Quarterly Data
   • Formula:
   =hf_Auditor's_name_aud._name_and_aud._op.("MSFT", 2021, 3)
   • Explanation: Fetches the auditor’s details for Microsoft (MSFT) focusing on the third quarter of 2021.

3. Trailing Twelve Months (TTM)
   • Formula:
   =hf_Auditor's_name_aud._name_and_aud._op.("AAPL", 2021, 4, "TTM")
   • Explanation: Looks for the auditor’s name and opinion based on Apple’s trailing twelve months data around the fourth quarter of 2021.

Advanced Scenarios

• Multi-Period Comparison
Combine multiple cells each containing different parameter sets (e.g., multiple years or quarters) to create a comparison table based on auditor information.

• Integration with Other MarketXLS Functions
Use hf_Auditor's_name_aud._name_and_aud._op. alongside other fundamental or technical MarketXLS formulas (e.g., P/E ratios, earnings, analyst ratings) to create a full picture of a company’s performance, corporate governance, and market perception.

• Historical Audit Trend Analysis
Retrieve the auditor’s details across consecutive quarters and chart them to see if there have been changes, possibly indicating a shift in auditing firms or opinions.

Common Questions and Troubleshooting

• What if the formula returns an error or blank cell?

• Verify that the Symbol exists in the MarketXLS database and that you have the correct year/quarter.
• Check your internet connection to ensure MarketXLS can query data.

• How do I know which quarter the TTM data covers?

• TTM data typically revolves around the latest reported quarter or year boundary. If you require clarity, cross-check results with other fundamental data to confirm the exact reporting period.

• Why am I getting no change in data when switching the quarter?

• Some companies may not change their auditor or auditor’s opinion across different quarters. Also, certain data points might not be reported every quarter.

By leveraging the hf_Auditor's_name_aud._name_and_aud._op. function in MarketXLS, you can instantly pull crucial auditing information into Excel, making your fundamental analysis faster, more accurate, and more insightful—all while staying within a familiar spreadsheet environment.