Income Restructuring And Merger & Acquisition (Historical) Formula in Excel

Understanding Income Restructuring And Merger & Acquisition (Historical)

The Income Restructuring And Merger & Acquisition (Historical) formula in Excel with MarketXLS helps you quickly retrieve the portion of a company's income that arises specifically from restructuring, mergers, or acquisitions. By incorporating this data into your spreadsheet, you can:

• Evaluate the impact of special operations on overall profitability
• Compare how investments in restructuring or acquisitions evolve over time
• Gain insights into corporate strategic moves and their financial outcomes

? Pro Tip: Use this function to detect spikes or trends in income related to significant business changes.

Syntax and Parameters

Syntax

Use the following syntax within Excel once MarketXLS is installed:

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

Parameter Table

Return Value

• Returns a numeric value representing the restructuring/M&A income for the specified period.
• If the symbol is invalid or data is unavailable, the function returns NA.

?? Note: Ensure you have a valid MarketXLS license that includes historical fundamentals; otherwise, the formula may return "NA".

Examples and Usage

Below are straightforward examples demonstrating various ways to call this formula:

1. Retrieve yearly data for a stock:

   =hf_Income_Restructuring_and_MandA("MSFT", 2022)

2. Retrieve data for a specific quarter:

   =hf_Income_Restructuring_and_MandA("MSFT", 2022, 3)

3. Retrieve trailing twelve months (TTM) data:

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

4. Use relative dates for quick lookups:

   =hf_Income_Restructuring_and_MandA("MSFT", "lq")
   =hf_Income_Restructuring_and_MandA("MSFT", "ly-1")

5. Reference a date within a cell or via functions (if you store years in cells or dynamically determine them). For instance, if A1 has 2023:

   =hf_Income_Restructuring_and_MandA("MSFT", A1)

? Pro Tip: Combine multiple MarketXLS functions (e.g., Revenue, Gross Profit, or R & D Expenses) to get a more holistic overview of corporate financial health.

Common Questions

1. What if I get "NA" as a result?
   • Verify that your MarketXLS license supports historical fundamental data.
   • Double-check the symbol format and year/quarter values.
   • If the data is not published or not available for a certain period, "NA" may appear.

2. Is there a performance impact of frequent calls?
   • Repeatedly calling multiple hf_... formulas in a large spreadsheet can increase recalculation time. If performance slows, consider retrieving data in batches or using MarketXLS caching features.

3. Can I use this function with indices, crypto, or options?
   • Yes. Just ensure you provide the correct symbol format (e.g., "^SPX" for the S&P 500 index, "BTCUSD:DEFAULT" for Bitcoin). If the data is unavailable for that symbol, you may see "NA."

4. How do I combine TTM data with other metrics?
   • You can place TTM results in a column, then compare them side by side with other fundamentals (like net income, EPS, etc.) for deeper analysis.

5. Why does the formula sometimes return a text value?
   • If the underlying data is non-numeric (e.g., an error message), the function may pass that text straight back to Excel. In most cases, numeric results are returned.