Home MarketXLS
Dashboard MarketXLS
Screener MarketXLS
Options Profit Calculator MarketXLS
Stock Ranks MarketXLS
Spreadsheet Builder MarketXLS
Documentation MarketXLS
Logout MarketXLS

Long Term Debt As Percentage Of Total Liabilities (Historical) Formula in Excel

Understanding Long Term Debt As Percentage Of Total Liabilities (Historical)

The Long Term Debt As Percentage Of Total Liabilities (Historical) formula in Excel with MarketXLS helps you quickly measure how much of a company's total liabilities is made up of its long-term debt. By leveraging historical data, you can:

  • Identify trends in long-term debt over time.
  • Assess financial health by comparing long-term debt to total liabilities.
  • Make more informed decisions about risk and leverage when evaluating potential investments.

Use this formula to streamline your fundamental analysis workflow and gain deeper insight into a company's financial structure.

Syntax and Parameters

Use this function in Excel cells, just like any other native Excel function.

=hf_Long_Term_Debt_as_Percentage_of_Total_Liabilities(Symbol, year, [quarter], [TTM])
Parameter Description Required Example
Symbol The security identifier. Can be a stock ticker, index, option, or crypto.* Yes "MSFT", "^SPX", "@MSFT 110122C00020000", "BTCUSD:DEFAULT"
year The fiscal year or a shortcut like "ly" (last year), "ly-1" (last year minus 1), etc. Yes "2022", "lq", "ly"
quarter The fiscal quarter number (1 to 4). Default is "1" if omitted. No "2", "3"
TTM Setting this to "TTM" retrieves trailing twelve months data. Default is blank. No "TTM"

?? Note: If the provided symbol is invalid or your MarketXLS license is not valid for this function, the formula returns NA.

Return Value

• Returns a numeric value representing the percentage of long-term debt relative to total liabilities.
• If data is unavailable or there is an error, the function returns NA.

? Pro Tip: Combine hf_Long_Term_Debt_as_Percentage_of_Total_Liabilities with other historical financial metrics to get a well-rounded view of a company’s balance sheet.

Examples and Usage

Below are some common ways to use the function. Adjust parameters as needed for your specific analysis:

  1. By specifying symbol and year only:

    =hf_Long_Term_Debt_as_Percentage_of_Total_Liabilities("MSFT", 2022)

    Retrieves the long-term debt percentage for Microsoft in 2022.

  2. Including a specific quarter:

    =hf_Long_Term_Debt_as_Percentage_of_Total_Liabilities("^SPX", 2023, 2)

    Retrieves the data for the second quarter of 2023 for the S&P 500 index.

  3. Using trailing twelve months (TTM) data:

    =hf_Long_Term_Debt_as_Percentage_of_Total_Liabilities("BTCUSD:DEFAULT", 2023, 3, "TTM")

    Retrieves the trailing twelve-month figure for the third quarter of 2023 for BTC.

  4. Retrieving the latest quarter automatically:

    =hf_Long_Term_Debt_as_Percentage_of_Total_Liabilities("MSFT", "lq")

    Pulls the most recent available quarter for Microsoft.

  5. Accessing prior periods:

    =hf_Long_Term_Debt_as_Percentage_of_Total_Liabilities("MSFT","ly-1")

    Retrieves data from the year prior to the last year recorded (two years ago).

Handling Dates in Different Formats

While this function typically requires a numeric year or shortcuts like "ly," you can include Excel-based date references in formulas that align with your data cells. For instance:

  1. Using a cell reference for year (A1 contains 2024):
    =hf_Long_Term_Debt_as_Percentage_of_Total_Liabilities("MSFT", A1)
  2. Using text-based direct date input (not typical, but possible if integrated with a date-to-year logic):
    =hf_Long_Term_Debt_as_Percentage_of_Total_Liabilities("@MSFT 110122C00020000", "2024-03-15")
  3. Leveraging Excel date functions:
    =hf_Long_Term_Debt_as_Percentage_of_Total_Liabilities("MSFT", TEXT(A1,"yyyy"))

?? Note: Ensure your date logic or cell references align properly with the year parameter the function expects.

Common Questions

1. Why am I getting an "NA" result?

An NA result can occur if:

  • The symbol is invalid.
  • Your MarketXLS subscription does not include this function.
  • The data for the specified period is unavailable.

2. How can I improve performance using this function in multiple cells?

  • Limit large-scale requests by reducing the number of formulas recalculating simultaneously.
  • Utilize Excel’s calculation settings to manage recalculation time.
  • Consider caching your results or working with smaller data sets for quicker refresh.

3. Does this function work for every type of security (stocks, indices, crypto, etc.)?

Yes. You can use it for stocks, indices (e.g., "^SPX"), options (e.g., "@MSFT 110122C00020000"), and cryptocurrencies ("BTCUSD:DEFAULT"), provided that MarketXLS supports the data.

4. Can I retrieve multiple historical points at once?

This function returns data for one specified period at a time. If you want more than one period, place the function in multiple cells or use MarketXLS historical data functions for expanded data sets.

5. How is the percentage calculated?

This function returns the ratio of long-term debt to total liabilities, expressed as a percentage. If you need a decimal form, you can divide the result by 100 in your cell.

? Pro Tip: Combine this formula with other MarketXLS historical fundamental formulas such as Revenue or Gross Profit to get a broader view of the company’s financial performance over time.