Issuance Of Debt (Historical) Formula in Excel
Use the Issuance Of Debt (Historical) formula in Excel with MarketXLS to quickly retrieve the amount of debt a company issued during a specified period. This information helps investors and analysts assess capital-raising strategies, debt management, and overall financial health.
Understanding Issuance Of Debt (Historical)
The Issuance Of Debt (Historical) function returns the total debt issued by a company for a specified year or quarter, based on the cash flow statement data.
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Purpose and Use Cases
- Track how much capital a company raises through debt.
- Compare year-over-year or quarter-over-quarter debt issuance.
- Evaluate balance sheet changes to make informed investment decisions.
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Key Benefits
- Instant access to historical fundamentals without manual data gathering.
- Accurate decision-making by monitoring changes in financial leverage.
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When to Use
- Anytime you need to analyze a company’s financing strategies.
- When comparing multiple companies for debt-based financing trends.
Syntax and Parameters
=hf_Issuance_of_Debt(Symbol, year, [quarter], [TTM])
Parameter | Description | Required | Example |
---|---|---|---|
Symbol |
The stock ticker, index, option, or crypto identifier. Supports formats like "MSFT", "^SPX", "@MSFT 110122C00020000", "BTCUSD:DEFAULT". | Yes | "MSFT" / "BTCUSD:DEFAULT" |
year |
The reporting year. Also supports special keywords like "ly" (last year), "ly-1" (last year minus one), "lq" (last quarter), "lt" (last 12 months). | Yes | 2022 / "ly" / "lq-1" |
quarter |
The specific quarter (1, 2, 3, 4). Leave empty to default to Q1 or a special function context. | No | 2 |
TTM |
Set "TTM" for trailing twelve months. If not needed, leave blank. | No | "TTM" |
?? Note: If an invalid symbol or license restriction occurs, the function returns
"NA"
.
? Pro Tip: You can reference dates in various ways:
=hf_Issuance_of_Debt(A1)
if your cell (A1) contains the symbol or year.=hf_Issuance_of_Debt("2024-03-15")
for a direct date string.=hf_Issuance_of_Debt(TEXT(A1,"yyyy-mm-dd"))
to pass dynamically formatted dates.
Return Value: A numeric value representing the debt issued for the specified period, or "NA"
if data is not available.
Examples and Usage
Below are common ways to use hf_Issuance_of_Debt
in Excel:
-
By year only:
=hf_Issuance_of_Debt("MSFT", 2022)
Retrieves the total debt issued by Microsoft in 2022.
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By year and quarter:
=hf_Issuance_of_Debt("MSFT", 2022, 2)
Retrieves details for Microsoft in the second quarter of 2022.
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Year, quarter, and TTM:
=hf_Issuance_of_Debt("MSFT", 2022, 3, "TTM")
Shows trailing twelve months’ debt issuance from the third quarter of 2022.
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Using special keywords:
=hf_Issuance_of_Debt("MSFT", "lq") // Last quarter =hf_Issuance_of_Debt("MSFT", "ly-1") // Last year minus one =hf_Issuance_of_Debt("MSFT", "lt") // Last 12 months
? Pro Tip: Combine these parameters to analyze trends over different time periods—e.g., compare one year to the next or one quarter to various TTM values.
Common Questions
-
What happens if the data is not found?
- The function returns
"NA"
if the Symbol is invalid, data is unavailable, or your license is not valid for the requested data.
- The function returns
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Can this function analyze all market symbols and cryptos?
- Yes. Simply use the respective ticker or notation (e.g.,
"BTCUSD:DEFAULT"
for crypto).
- Yes. Simply use the respective ticker or notation (e.g.,
-
Does using TTM affect performance?
- Typically, no. MarketXLS fetches required quarterly data, but complex sheets may experience minor delays.
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How do I check if year/quarter references are correct?
- Ensure you use valid integers or special keywords like
"ly"
,"lq"
. For example,"lq-1"
references the quarter before last quarter.
- Ensure you use valid integers or special keywords like
By leveraging the Issuance Of Debt (Historical) formula, you gain deeper insights into how a company manages its financing activities. This quick retrieval of fundamental data is an invaluable tool for thorough financial analysis.