Loans Receivable (Historical)
Returns the loans receivable balance from historical balance sheets. This is particularly relevant for financial institutions.
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
- Most relevant for banks and financial institutions
- Non-financial companies may show 0 or NA
- Represents money lent to others that will be repaid
Syntax
=hf_Loans_receivable(Symbol, Year, [Quarter], [TTM])Examples
=hf_Loans_receivable("JPM", 2023, 4)=hf_Loans_receivable("BAC", "ly", 2)=hf_Loans_receivable(A1, B1, C1)When to Use
- Analyzing bank loan portfolios
- Financial institution analysis
- Credit exposure assessment
- Asset quality review
When NOT to Use
| Scenario | Use Instead |
|---|---|
| Need accounts receivable | hf_Accounts_receivable() |
| Need other receivables | hf_Other_receivable() |
| Need total assets | hf_Total_assets() |
Common Issues & FAQ
Why is loans receivable 0?
Non-financial companies typically don't have loans receivable. This metric is mainly for banks.
Related Formulas
More MarketXLS Historical Fundamentals formulas you can use in the same worksheet:
- Long Term Debt (Historical)
- Long Term Debt As Percentage Of Invested Capital (Historical)
- Long Term Debt As Percentage Of Total Liabilities (Historical)
- Long Term Debt Per Share (Historical)
- Long-Term Debt To Equity Ratio (Historical)
- Long-Term Debt To Total Capital (Historical)
- Low Price-Earnings Ratio (Historical)
- Machinery Furniture And Equipment (Historical)
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