Net Income Common Stock USD (Historical) Formula in Excel

Net Income Common Stock USD (Historical) is a powerful Excel formula provided by MarketXLS that helps you retrieve historical net income data (available to common stockholders), denominated in USD, for publicly traded companies. This function is ideal for fundamental analysis, financial modeling, and historical performance reviews.

Understanding Net Income Common Stock USD (Historical)

Net Income Common Stock USD (Historical) represents the profit that remains after all expenses, taxes, and preferred stock dividends have been paid, specifically allocated to common stockholders. Here’s why this data is useful:

• Financial Analysis: Compare net income trends over different quarters or years.
• Investment Research: Evaluate a company’s profitability trajectory before making investment decisions.
• Historical Trend Tracking: Quickly see earnings consistency or volatility over time.

? Pro Tip: Use this function alongside other fundamental formulas (e.g., Revenue (Historical), Cost of Revenue (Historical), Gross Profit (Historical)) to build a comprehensive financial model.

Syntax and Parameters

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

Return Value

• Returns a numeric value representing the net income (in USD) for common stockholders.
• If the symbol is invalid or the license is not valid, the function will return "NA".

?? Note: An active MarketXLS Historical Fundamentals subscription is required to use this function successfully.

Examples and Usage

Below are some common ways to use the hf_Net_Income_Common_Stock_USD formula:

1. Basic Yearly Lookup:

   =hf_Net_Income_Common_Stock_USD("MSFT", 2022)

   Retrieves Microsoft’s net income available to common stockholders (in USD) for the year 2022.

2. Yearly and Quarter Lookup:

   =hf_Net_Income_Common_Stock_USD("MSFT", 2022, 2)

   Fetches Microsoft’s net income for FY 2022, Quarter 2.

3. Trailing Twelve Months (TTM):

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

   Returns Microsoft’s trailing twelve months net income data as of Quarter 3, 2022.

4. Using Relative Periods:

   =hf_Net_Income_Common_Stock_USD("MSFT", "lq-1")

   Gets Microsoft’s net income for one quarter before the last quarter.

5. Different Symbol Types:

   • Index:

     =hf_Net_Income_Common_Stock_USD("^SPX", 2022)

   • Option:

     =hf_Net_Income_Common_Stock_USD("@MSFT 110122C00020000", "ly")

   • Crypto:

     =hf_Net_Income_Common_Stock_USD("BTCUSD:DEFAULT", 2022, 4)

Date Input Formats

If you store the year in a cell or use Excel date functions, you can refer to them like so:

• Cell reference (A1 contains the year 2024):

  =hf_Net_Income_Common_Stock_USD("MSFT", A1)

• Directly typing a year from a date:

  =hf_Net_Income_Common_Stock_USD("MSFT", "2024")

• Using Excel date functions:

  =hf_Net_Income_Common_Stock_USD("MSFT", TEXT(A1,"yyyy"))

? Pro Tip: Combine hf_Net_Income_Common_Stock_USD with other historical fundamentals to build a complete financial chart or dashboard in Excel.

Common Questions

1. What if there is no available data for the symbol or period?

   • The formula will return "NA" if data cannot be found or if the symbol is invalid.

2. Why am I getting an error message related to licensing?

   • Ensure you have a valid MarketXLS subscription that includes Historical Fundamental Data. Otherwise, "NA" or a license-related message will appear.

3. How can I improve the performance of multiple calls to the formula?

   • Structure your sheet to minimize redundant calculations. Fetch data in summary tabs and reference them, rather than calling the function repeatedly in multiple cells.

4. Can I compare different quarters or years in the same spreadsheet?

   • Absolutely. Simply use different combinations of the Year and Quarter parameters (or “TTM”) in separate cells to compare multiple time periods side by side.

5. Is the returned value adjusted for splits or restatements?

   • Data is generally adjusted for restatements, but refer to MarketXLS data sources documentation to confirm specifics.

?? Note: Always cross-verify critical financial analysis results using official company filings or multiple data providers for accuracy.

• Related Functions:
  • Revenue (Historical)
  • Cost Of Revenue (Historical)
  • Gross Profit (Historical)
  • R & D Expenses (Historical)
  • Selling General and Administrative Expense (Historical)

Use hf_Net_Income_Common_Stock_USD to streamline historical earnings analysis in Excel, and combine with other MarketXLS fundamental functions for a holistic financial picture.