Market Capitalization (Historical)
Returns the historical market capitalization for a company at the end of a specified period.
Formula
Market Cap = Share Price x Shares Outstanding
Parameters
| Parameter | Required | Description |
|---|---|---|
| Symbol | Yes | Stock ticker symbol |
| Year | Yes | Fiscal year or period code |
| Quarter | No | Quarter 1-4 |
| TTM | No | "TTM" for trailing twelve months |
Examples
=hf_Market_Capitalization("AAPL", 2023, 4)=hf_Market_Capitalization("MSFT", "ly")=hf_Market_Capitalization("GOOGL", 2023, , "TTM")When to Use
- Historical valuation analysis
- Size comparison over time
- Building historical models
- Market cap trend analysis
When NOT to Use
| Scenario | Use Instead |
|---|---|
| Current market cap | MarketCapitalization() |
| Enterprise value | hf_Enterprise_Value() |
| Real-time valuation | Current market cap functions |
Common Issues & FAQ
Q: Why does historical market cap differ from current? A: Market cap changes with stock price and shares outstanding.
Q: What price is used? A: Typically the period-end closing price.
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How does MarketXLS work?