Depreciation Amortization And Accretion (Historical) Formula in Excel

Understanding Depreciation Amortization And Accretion (Historical)

The Depreciation Amortization And Accretion (Historical) formula in Excel with MarketXLS expands your ability to analyze corporate financial data by retrieving historical depreciation, amortization, and accretion figures for a specified period. By using this formula, you can:

  • Gain critical insights into a company’s expenses due to long-term assets.
  • Compare historical trends for better forecasting and valuation.
  • Save time by automating data retrieval instead of manually searching.

? Pro Tip: Combine this formula with other MarketXLS historical fundamental functions like Revenue (Historical) or Gross Profit (Historical) for a more comprehensive financial analysis.

Syntax and Parameters

Use the following syntax to get historical depreciation, amortization, and accretion data in Excel:

=hf_Depreciation_Amortization_and_Accretion(Symbol, year, [quarter], [TTM])
Parameter Description Required Example
Symbol The ticker symbol of the security. Accepts stocks, indices, options, and crypto. Yes "MSFT", "^SPX", "@MSFT 110122C00020000"
year The year or special keyword for the period (e.g., "2022", "lq", "ly", "lt"). Yes "2022", "lq-1", "ly-1", "lt-1"
quarter The quarter of the year (1,2,3,4). If omitted, defaults to "1". No "2", "3"
TTM Use "TTM" (Trailing Twelve Months) for rolling data, or keep blank for standard. No "TTM"

Return Value: The function returns a numeric value representing the historical depreciation, amortization, and accretion for the specified parameters. If data is unavailable or parameters are invalid, it returns "NA".

?? Note: Ensure you have the required MarketXLS historical fundamentals data subscription; otherwise, the function may return an error or "NA".

Examples and Usage

Below are some practical examples demonstrating how to use the formula in Excel:

  1. Basic usage for a specific year:

    =hf_Depreciation_Amortization_and_Accretion("MSFT", 2022)

    Retrieves the depreciation, amortization, and accretion for Microsoft in the year 2022.

  2. Specify a particular quarter:

    =hf_Depreciation_Amortization_and_Accretion("MSFT", 2022, 2)

    Returns the value for Microsoft in Q2 of 2022.

  3. Trailing twelve months (TTM):

    =hf_Depreciation_Amortization_and_Accretion("MSFT", 2022, 3, "TTM")

    Returns the TTM figure from Q3 2022.

  4. Last historical periods (shortcut keywords):

    • Last quarter
      =hf_Depreciation_Amortization_and_Accretion("MSFT", "lq")
    • Last quarter minus one
      =hf_Depreciation_Amortization_and_Accretion("MSFT", "lq-1")
    • Last year
      =hf_Depreciation_Amortization_and_Accretion("MSFT", "ly")
    • Last year minus one
      =hf_Depreciation_Amortization_and_Accretion("MSFT", "ly-1")
    • Last twelve months
      =hf_Depreciation_Amortization_and_Accretion("MSFT", "lt")

? Pro Tip: You can reference a cell for the year parameter if you have a dynamic input. For example, if cell A1 has the value “2023”:

=hf_Depreciation_Amortization_and_Accretion("MSFT", A1)

Common Questions

1. What if my formula returns “NA”?

• “NA” indicates that the data is not available for the specified parameters or your subscription does not include historical fundamentals. Ensure your MarketXLS plan covers historical data and that your symbol and parameters are valid.

2. Can I use non-standard symbols or different markets?

• Yes. You can fetch data for stocks (e.g., "AAPL"), indices (e.g., "^SPX"), options (e.g., "@MSFT 110122C00020000"), and crypto (e.g., "BTCUSD:DEFAULT") if covered by your MarketXLS plan.

3. Are there performance considerations?

• Generally, the formula is efficient for on-demand data loads. For large spreadsheets with multiple formulas, consider using Excel’s calculation options or a dedicated sheet for data retrieval to optimize performance.

4. Can I combine this with other MarketXLS historical fundamentals?

• Absolutely! You can stack or compare multiple historical fundamentals like Revenue (Historical), Cost Of Revenue (Historical), Gross Profit (Historical), and more for cohesive financial analysis.

?? Note: Always confirm data accuracy using supplementary sources if using these figures for critical decisions.


Related Functions:

  • Revenue (Historical)
  • Cost Of Revenue (Historical)
  • Gross Profit (Historical)
  • R & D Expenses (Historical)
  • Selling General and Administrative Expense (Historical)

Use the Depreciation Amortization And Accretion (Historical) formula to automate your historical expense analyses in Excel, streamlining your financial modeling and decision-making process.

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MarketXLS Excel Add-in Tutorial - How to Use Depreciation Amortization And Accretion (Historical) and Other Financial Formulas
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