Preferred Equity Outside Stock Equity (Historical) Formula in Excel

Preferred Equity Outside Stock Equity (Historical) is an Excel formula provided by MarketXLS that helps you quickly retrieve a company's historical preferred equity data. This data reflects hybrid securities with attributes of both bonds and common stock, offering insight into a firm’s capital structure. Use this formula to enhance your financial analysis and investment decisions in Excel.

Understanding Preferred Equity Outside Stock Equity (Historical)

Preferred equity often grants shareholders preferential treatment over common stock dividends and liquidation rights. Here are some key benefits and use cases:

• Provides insight into a company’s long-term debt structure.
• Helps evaluate the proportion of more stable financing within the overall equity.
• Useful in comparing different investment or financing strategies.

? Pro Tip: Incorporate the Preferred Equity Outside Stock Equity (Historical) formula into your financial models to analyze trends across different quarters, years, or trailing twelve months (TTM).

Syntax and Parameters

Use the following syntax in Excel:

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

Return Value:
• Returns a numeric value representing the historical preferred equity outside stock equity for the specified symbol and period.
• If the symbol or date is invalid, or if there is a license issue, the formula returns "NA".

?? Note: Large-volume requests may take longer to process because the function fetches data from external MarketXLS APIs.

Examples and Usage

Below are examples showing different ways to call the Preferred Equity Outside Stock Equity (Historical) formula in Excel. Adjust parameters as needed.

1. Fetch preferred equity for a specific year:

   =hf_Preferred_Equity_Outside_Stock_Equity("MSFT", 2022)

2. Specify a particular quarter:

   =hf_Preferred_Equity_Outside_Stock_Equity("MSFT", 2022, 2)

3. Retrieve trailing twelve months (TTM) data for a given year and quarter:

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

4. Use special keywords for last quarter, last year, and last TTM:

   • Last quarter:

     =hf_Preferred_Equity_Outside_Stock_Equity("MSFT", "lq")

   • Last quarter minus one:

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

   • Last year:

     =hf_Preferred_Equity_Outside_Stock_Equity("MSFT", "ly")

   • Last 12 months:

     =hf_Preferred_Equity_Outside_Stock_Equity("MSFT", "lt")

5. Combine cell references or Excel date functions (if you store year/quarter in cells):

   =hf_Preferred_Equity_Outside_Stock_Equity(A1, A2)  
   =hf_Preferred_Equity_Outside_Stock_Equity("MSFT", TEXT(A1,"yyyy"), A2)

Common Questions

1. What if the formula returns "NA"?

If the formula returns "NA", double-check the ticker symbol, year, or quarter. Also ensure your MarketXLS license is valid.

2. Does the formula work for historical data beyond a few years?

Yes. You may retrieve data for past years or quarters if available. MarketXLS data coverage varies by symbol.

3. Can I use the function for cryptos or indices?

Yes. Simply pass formats like "BTCUSD:DEFAULT" or "^SPX" for the Symbol parameter to fetch applicable data.

4. Is there a performance impact for multiple calls?

Multiple or repeated calls may take extra time since each function query pulls data from the MarketXLS API. To optimize, cache results or use fewer calls in a single sheet.

5. Which related functions might be helpful?

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

? Pro Tip: Combine these historical fundamental functions in your spreadsheet to perform comprehensive analysis of a company’s financial performance.