MarketXLS

Shareholders Equity USD (Historical)

Returns historical shareholders' equity converted to US dollars. This is particularly useful for comparing companies that report in different currencies on a standardized basis.

Supported Symbols

Type Format Example
US Stocks SYMBOL AAPL, MSFT
International ADRs SYMBOL TSM, SHOP
Foreign Stocks SYMBOL Various markets

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

  • Currency conversion uses historical exchange rates
  • For US companies, values are the same as hf_Shareholders_Equity()
  • Useful for cross-border company comparisons

Syntax

=hf_Shareholders_Equity_USD(Symbol, Year, [Quarter], [TTM])
Excel Desktop (Windows)

Parameters

symbolstringRequired

Stock ticker symbol

yearstringRequired

Fiscal year or period code (lq, ly, etc.)

quarterstring

Calendar quarter (1-4)

TTMstring

Set to 'TTM' for trailing twelve months

Returns

number

Shareholders equity value converted to USD

Examples

=hf_Shareholders_Equity_USD("TSM", 2023)
Taiwan Semi in USD
=hf_Shareholders_Equity_USD("SHOP", 2023, 2)
Shopify Q2 2023 in USD
=hf_Shareholders_Equity_USD("AAPL", "ly")
Apple last fiscal year
=hf_Shareholders_Equity_USD("MSFT", 2023, , "TTM")
Microsoft TTM in USD
=hf_Shareholders_Equity_USD(A1, B1, C1)
Cell references

When to Use

  • Comparing equity across international companies
  • Building multi-currency financial models
  • Standardizing balance sheet analysis
  • Cross-border investment research
  • Creating USD-denominated financial reports

When NOT to Use

Scenario Use Instead
Need local currency values hf_Shareholders_Equity()
Need current equity only Shareholders_Equity()
Need retained earnings hf_Accumulated_Retained_Earnings_Deficit()
Need book value per share hf_Book_Value_per_Share()

Common Issues & FAQ

Why do USD and non-USD values differ for US companies?

For US companies, values should be identical. If different, it may be due to data timing or rounding.

What exchange rate is used?

Historical exchange rates as of the reporting period end date are used for conversion.

Why am I getting "NA"?

Check that the symbol is valid and the year is within the available data range.

Related Formulas

More MarketXLS Historical Fundamentals formulas you can use in the same worksheet:

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