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
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
Q: Why am I getting "NA"? A: 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
Q: Why are values different from annual reports? A: Values are reported in the company's fiscal year, which may not align with calendar year. Check the company's fiscal year end date.
Q: How do I get USD values?
A: Use hf_Shareholders_Equity_USD() for automatic USD conversion.
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