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
Examples
=hf_Cost_in_excess("MSFT", 2023, 4)=hf_Cost_in_excess("GOOGL", "ly", 2)=hf_Cost_in_excess(A1, B1, C1)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
Q: Why might goodwill decrease suddenly? A: Goodwill impairment charges reduce the balance when acquired businesses underperform.
