Earnings from equity interest (Historical) Formula in Excel

The Earnings from equity interest (Historical) formula in Excel with MarketXLS lets you quickly retrieve historical earnings data stemming from ownership interests in various companies. Use this functionality to analyze or compare past earnings from investments over different periods, enabling more informed financial decisions.

Understanding Earnings from equity interest (Historical)

• Definition: The Earnings from equity interest (Historical) formula calculates the past financial gains derived from a company’s ownership stake in another business entity.
• Key Benefits:
  • Provides quick access to historical earnings from equity interests.
  • Enhances analysis of profitability contributions from different investments.
  • Assists in data-driven decision-making for portfolio management.
• When to Use:
  • Evaluating historical performance of equity investments.
  • Reviewing quarterly or annual trends in a company's equity interests.
  • Adding context to broader financial statements.

Syntax and Parameters

=hf_Earnings_from_equity_interest(Symbol, year, [quarter], [TTM])

? Pro Tip: Use cell references or Excel date functions to dynamically pass the year. For example:
• =hf_Earnings_from_equity_interest("MSFT", TEXT(A1,"yyyy"))
• =hf_Earnings_from_equity_interest("MSFT", "lq-1")

Return Value

• Returns a numeric result representing historical equity interest earnings.
• Returns "NA" if the symbol is invalid, license is not valid, or if data is unavailable.

Error Handling and Special Cases

• Any input outside the valid range or format may result in "NA".
• Data depends on MarketXLS subscription level. Some symbols or markets may not be supported.

Examples and Usage

Below are practical examples you can use in Excel:

1. Retrieve earnings from equity interest for a specific year:

   =hf_Earnings_from_equity_interest("MSFT","2022")

2. Fetch data for the second quarter of 2022:

   =hf_Earnings_from_equity_interest("MSFT","2022",2)

3. Get trailing twelve months (TTM) data for the third quarter of 2022:

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

4. Last quarter (lq) data:

   =hf_Earnings_from_equity_interest("MSFT","lq")

5. Last quarter minus one (lq-1) data:

   =hf_Earnings_from_equity_interest("MSFT","lq-1")

6. Last year (ly) data:

   =hf_Earnings_from_equity_interest("MSFT","ly")

7. Last 12 months (lt) data:

   =hf_Earnings_from_equity_interest("MSFT","lt")

?? Note: Depending on data availability, some quarters or years may not return results.

Common Questions

How often is the data updated?

MarketXLS updates data on a regular schedule. In most cases, the formula automatically pulls the latest available information.

Can I reference a date cell for the year?

Yes. Use Excel date functions such as TEXT(A1, "yyyy") to dynamically supply the year parameter.

How do I troubleshoot an "NA" result?

1. Verify that your Symbol is spelled correctly and still active.
2. Check if your subscription level supports historical fundamental data.
3. Ensure the year, quarter, or TTM parameters are in valid formats.

Are there performance concerns?

Because this function fetches data through MarketXLS APIs, you may experience slight delays if you call it repeatedly in bulk. For optimal performance, limit calls by caching results or referencing fewer cells simultaneously where possible.