Preferred Stock Equity (Historical) Formula in Excel

Understanding Preferred Stock Equity (Historical)

Preferred Stock Equity (Historical) in Excel with MarketXLS helps you retrieve a company’s preferred stock value for a given historical period. This figure represents the portion of stock that typically carries a fixed dividend and takes precedence over common shares.

• Helps investors understand how much capital the company has raised through preferred shares.
• Provides insight into the company’s overall financial structure and solvency.
• Useful for advanced financial analysis and valuation models.

Syntax and Parameters

Use the hf_Preferred_Stock_Equity function to pull the preferred stock equity values from MarketXLS’s financial APIs.

=hf_Preferred_Stock_Equity(Symbol, year, [quarter], [TTM])

?? Note: If the symbol is invalid or the license is not valid, the function returns "NA".

Return Value

• Returns a numeric value reflecting the company’s preferred stock equity for the specified period.
• Returns "NA" if no data is available or if an error occurs.

Error Handling

• An invalid or missing symbol will return "NA".
• If the MarketXLS license is invalid or expired, the function returns "NA".

Special Cases and Limitations

• The function relies on external API data; large-scale usage may slow your workbook.
• Quarters may differ if the company’s fiscal year does not align with the calendar year.

Examples and Usage

Below are practical examples demonstrating various ways to call the function:

1. Basic Usage for a Specific Year

   =hf_Preferred_Stock_Equity("MSFT", "2022")

   Retrieves the preferred stock equity for Microsoft in 2022.

2. Specifying a Quarter

   =hf_Preferred_Stock_Equity("MSFT", "2022", "2")

   Retrieves Microsoft’s preferred stock equity for Q2 of 2022.

3. Trailing Twelve Months (TTM)

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

   Retrieves TTM preferred stock equity for Q3 of 2022.

4. Last Quarter

   =hf_Preferred_Stock_Equity("MSFT", "lq")

   Fetches the last reported quarter’s preferred stock equity.

5. Last Quarter Minus One

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

   Returns the preferred stock equity for one quarter before the last reported quarter.

6. Last Year

   =hf_Preferred_Stock_Equity("MSFT", "ly")

   Retrieves the preferred stock equity for the last year.

7. Last 12 Months

   =hf_Preferred_Stock_Equity("MSFT", "lt")

   Returns the preferred stock equity based on trailing 12 months from the latest period.

Date Input Formats

Although this formula typically requires a year or period keyword, you can also reference dates in Excel cells or text formats where applicable in your workflow:

• Cell references:

  =hf_Preferred_Stock_Equity(A1, B1)

• Direct date strings:

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

• Using Excel date functions:

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

? Pro Tip: Combine this function with other MarketXLS historical functions (e.g., hf_Revenue, hf_Gross_Profit) to create comprehensive financial models directly in Excel.

Common Questions

1. How does the function handle invalid symbols or missing data?

   • It returns "NA" if the symbol is invalid, unrecognized, or if the data is unavailable.

2. Does the function work with crypto or index symbols?

   • Yes. You can use indices like "^SPX" or crypto symbols like "BTCUSD:DEFAULT" in the Symbol parameter.

3. How often are the data points updated?

   • MarketXLS updates its financial data regularly. The function references the latest available data from the APIs.

4. What if I need more detailed fundamentals (e.g., segments or advanced ratios)?

   • MarketXLS provides additional historical functions like hf_Revenue or hf_Gross_Profit, as well as advanced metrics. Refer to the MarketXLS knowledge base for more specialized functions.

5. Are there any performance considerations?

   • Repeated calls to external APIs may slow down Excel. Use them selectively or consider caching values in cells to optimize performance.

?? Note: Preferred stock equity can vary significantly across industries and may be reported differently based on each company’s financial structure.

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

All these functions can be used to build robust financial analysis sheets and help make data-driven investment decisions right from Excel.