Shareholders Equity (Historical)
Returns historical shareholders' equity (also called stockholders' equity or total equity) for a company. This represents the residual interest in the assets of the company after deducting all liabilities - essentially what shareholders would receive if all assets were liquidated and all debts paid.
Supported Symbols
| Type | Format | Example |
|---|---|---|
| US Stocks | SYMBOL | AAPL, MSFT |
| ETFs | SYMBOL | SPY, QQQ |
| International | SYMBOL | SHOP, TSM |
Parameters
| Parameter | Description |
|---|---|
| Symbol | Stock ticker symbol |
| Year | Fiscal year (2020, 2021) or period code (lq, ly, lt) |
| Quarter | Optional: 1, 2, 3, or 4 for quarterly data |
| TTM | Optional: Set to "TTM" for trailing twelve months |
Period Codes
| Code | Meaning |
|---|---|
| lq | Last quarter |
| lq-1 | Two quarters ago |
| ly | Last fiscal year |
| ly-1 | Two fiscal years ago |
| lt | Last trailing twelve months |
Notes
- Values are in the company's reporting currency
- Quarterly data may not be available for all companies
- Use
hf_Shareholders_Equity_USD()for USD-converted values
Syntax
=hf_Shareholders_Equity(Symbol, Year, [Quarter], [TTM])Examples
=hf_Shareholders_Equity("AAPL", 2023)=hf_Shareholders_Equity("MSFT", 2023, 2)=hf_Shareholders_Equity("GOOGL", "ly")=hf_Shareholders_Equity("AAPL", 2023, , "TTM")=hf_Shareholders_Equity(A1, B1, C1)When to Use
- Analyzing balance sheet strength over time
- Calculating return on equity (ROE) with historical data
- Tracking book value changes
- Comparing equity positions across periods
- Financial modeling and valuation
When NOT to Use
| Scenario | Use Instead |
|---|---|
| Need current equity only | Shareholders_Equity() |
| Need USD-converted values | hf_Shareholders_Equity_USD() |
| Need retained earnings | hf_Accumulated_Retained_Earnings_Deficit() |
| Need book value per share | hf_Book_Value_per_Share() |
Common Issues & FAQ
Why am I getting "NA"?
Check that:
- The symbol is valid and publicly traded
- The year is within the available data range
- Quarterly data may not be available for all companies
Why are values different from annual reports?
Values are reported in the company's fiscal year, which may not align with calendar year. Check the company's fiscal year end date.
How do I get USD values?
Use hf_Shareholders_Equity_USD() for automatic USD conversion.
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