MarketXLS

Cost In Excess (Historical)

Returns cost in excess of net assets (goodwill) from historical balance sheets.

Parameters

Parameter Required Description
Symbol Yes Stock ticker symbol
Year Yes Fiscal year or period code
Quarter No Calendar quarter 1-4
TTM No Set to "TTM" for trailing twelve months

Notes

  • Represents premium paid over fair value in acquisitions
  • Subject to annual impairment testing
  • Major component for acquisition-heavy companies

Syntax

=hf_Cost_in_excess(Symbol, Year, [Quarter], [TTM])
Excel Desktop (Windows)

Parameters

symbolstringRequired

Stock ticker symbol

yearstringRequired

Fiscal year or period code

quarterstring

Calendar quarter (1-4)

TTMstring

Set to 'TTM' for trailing twelve months

Returns

number

Cost in excess (goodwill) amount

Examples

=hf_Cost_in_excess("MSFT", 2023, 4)
Microsoft Q4 2023 goodwill
=hf_Cost_in_excess("GOOGL", "ly", 2)
Google last year Q2
=hf_Cost_in_excess(A1, B1, C1)
Cell references

When to Use

  • Acquisition analysis
  • Intangible asset breakdown
  • Goodwill impairment analysis
  • M&A impact assessment

When NOT to Use

Scenario Use Instead
Need total intangibles hf_Total_intangibles()
Need total assets hf_Total_assets()
Need specific acquisition details Check company filings

Common Issues & FAQ

Why might goodwill decrease suddenly?

Goodwill impairment charges reduce the balance when acquired businesses underperform.

Related Formulas

More MarketXLS Historical Fundamentals formulas you can use in the same worksheet:

Get Access to 1 Billion Usable Market data points IN YOUR EXCEL SHEETS WITH EASY TO USE EXCEL FUNCTIONS

Get started today
MarketXLS Excel Add-in Tutorial - How to Use Cost In Excess (Historical) and Other Financial Formulas
▶
How does MarketXLS work?

Related Functions