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
Examples
=hf_Shareholders_Equity_USD("TSM", 2023)=hf_Shareholders_Equity_USD("SHOP", 2023, 2)=hf_Shareholders_Equity_USD("AAPL", "ly")=hf_Shareholders_Equity_USD("MSFT", 2023, , "TTM")=hf_Shareholders_Equity_USD(A1, B1, C1)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
Q: Why do USD and non-USD values differ for US companies? A: For US companies, values should be identical. If different, it may be due to data timing or rounding.
Q: What exchange rate is used? A: Historical exchange rates as of the reporting period end date are used for conversion.
Q: Why am I getting "NA"? A: Check that the symbol is valid and the year is within the available data range.
Get Access to 1 Billion Usable Market data points IN YOUR EXCEL SHEETS WITH EASY TO USE EXCEL FUNCTIONS
Get started today
▶
How does MarketXLS work?