Long Term Debt As Percentage Of Invested Capital (Historical) Formula in Excel

Use the Long Term Debt As Percentage Of Invested Capital (Historical) formula in Excel with MarketXLS to gain clear insights into a company's leverage over time by examining long-term debt as a percentage of invested capital. This function helps you understand how effectively a company is managing its debts relative to its total invested capital.

Understanding Long Term Debt As Percentage Of Invested Capital (Historical)

• Purpose and Use Cases
  The Long Term Debt As Percentage Of Invested Capital (Historical) formula is used to evaluate a company's long-term financial structure. It highlights how much of the firm's capital is tied up in long-term debt obligations.

• Key Benefits

  • Assists in financial health assessments by comparing debt to total capital.
  • Provides insights into balance sheet leverage trends.
  • Useful for investors, analysts, and stakeholders tracking corporate debt ratios over time.

• When to Use
  Use this formula to monitor:

  • A company’s evolving debt structure year over year or quarter to quarter.
  • The financial stability and risk profile when considering long-term investments.

Syntax and Parameters

=hf_Long_Term_Debt_as_Percentage_of_Invested_Capital(Symbol, Year, [Quarter], [TTM])

Return Value
Returns a numeric value indicating the long-term debt as a percentage of the company’s invested capital. If data is unavailable or if the symbol is invalid, the function returns "NA".

?? Note: This function retrieves historical financial data from MarketXLS servers. Repeated calls with large datasets may affect performance.

Examples and Usage

Below are examples demonstrating how to use different date formats, direct strings, and cell references:

1. Using a regular symbol with a specific year:

   =hf_Long_Term_Debt_as_Percentage_of_Invested_Capital("MSFT", 2022)

2. Including a quarter:

   =hf_Long_Term_Debt_as_Percentage_of_Invested_Capital("MSFT", 2022, 2)

3. Using TTM for trailing twelve months:

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

4. Using special references (last quarter – lq):

   =hf_Long_Term_Debt_as_Percentage_of_Invested_Capital("MSFT", "lq")

5. Cell references for the dates or symbols (suppose A1 contains 2023):

   =hf_Long_Term_Debt_as_Percentage_of_Invested_Capital(A2, A1)

   Where A2 might contain "MSFT".

6. Direct date as string (if supported for specific usage):

   =hf_Long_Term_Debt_as_Percentage_of_Invested_Capital("MSFT", "2024-03-15")

7. Excel date functions:

   =hf_Long_Term_Debt_as_Percentage_of_Invested_Capital("MSFT", TEXT(A1,"yyyy-mm-dd"))

? Pro Tip: Combine this function with other MarketXLS financial formulas for a holistic view of a company’s financial performance.

Common Questions

1. What happens if the ticker symbol is invalid?

The function returns "NA" if the symbol is invalid or data is not available.

2. How does this handle years like "lq" or "ly-1"?

The function interprets “lq” for last quarter, “lq-1” for the previous quarter before last, “ly” for last year, and “ly-1” for the year before the last, automatically adjusting the date range queried.

3. Does this function work with options and crypto symbols?

Yes. You can specify option symbols (e.g., "@MSFT 110122C00020000") or crypto pairs (e.g., "BTCUSD:DEFAULT") to retrieve data, provided MarketXLS supports those data feeds.

4. Can I use this formula for large-scale analyses?

While feasible, repeated calls on large datasets may impact performance. Consider caching results or limiting the frequency of requests.

5. How do I troubleshoot unexpected numeric outputs?

Ensure your symbol, year, and quarter parameters are correctly entered. If the source data is incomplete, the formula may return "NA". Double-check your MarketXLS license validity and data plan.

• Related Functions
  • Revenue (Historical): Evaluate total company revenue for a specified period.
  • Cost Of Revenue (Historical): Examine total cost of revenue for a specified period.
  • Gross Profit (Historical): Assess gross profit figures for analyzing profit margins.
  • R & D Expenses (Historical): Track expenditures on research and development.
  • Selling General and Administrative Expense (Historical): Analyze SG&A expenses for operating cost insights.

Use the Long Term Debt As Percentage Of Invested Capital (Historical) formula to better understand a company's leverage by monitoring historical debt obligations relative to invested capital—key information for informed investment decisions.