Shareholders Equity USD (Historical) Formula in Excel

Shareholders Equity USD (Historical) is a powerful Excel formula provided by MarketXLS that fetches a company’s recorded shareholder equity (i.e., stockholders' equity) in USD for a specified historical period. By integrating this function into your spreadsheet, you can quickly analyze changes and track performance trends over specific quarters or years.

Understanding Shareholders Equity USD (Historical)

Shareholder equity (SE) represents the ownership value that remains after all of a corporation’s liabilities are deducted from its total assets. In practical terms, this helps you:

• Evaluate how efficiently the company’s assets are financed.
• Understand the company’s net worth over time.
• Monitor changes in equity across different periods for investment assessments.

Using this formula in Excel allows you to:

• Compare multiple companies' equity metrics side by side.
• Automate tracking of equity trends for research or portfolio analysis.
• Combine shareholder equity data with other historical fundamentals for deeper analytics.

Syntax and Parameters

Below is the syntax for using the Shareholders Equity USD (Historical) formula:

=hf_Shareholders_Equity_USD(Symbol, Year, [Quarter], [TTM])

?? Note: If the symbol is invalid or your MarketXLS license does not include historical fundamental data, the function will return "NA".

Return Value

• Numeric value: The shareholder equity in USD if available.
• String "NA": If data is invalid, not found, or if there’s a licensing issue.

? Pro Tip: This function uses historical fundamental data provided by MarketXLS. Ensure you have an active subscription for historical fundamentals to retrieve valid results.

Special Cases and Performance Considerations

• If you specify a quarter that does not have reported data, you may receive "NA".
• Large or frequent requests may take some time, depending on your internet connection and data subscription.
• Date inputs (like “2023-05-01”) are not directly applicable to this function. Instead, use the “Year” or specialized references ("ly", "lq", "lt") to fetch data for different periods.

Examples and Usage

Below are some practical ways to use this formula in Excel with MarketXLS:

1. Get the Shareholder Equity for a specific year:

   =hf_Shareholders_Equity_USD("MSFT", 2022)

   Returns the shareholding equity for Microsoft in the calendar year 2022.

2. Specify both year and quarter:

   =hf_Shareholders_Equity_USD("MSFT", 2022, 2)

   Returns the shareholding equity for the second quarter of 2022.

3. Retrieve trailing twelve months from a specific quarter:

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

4. Use special references for last year or last quarter:

   =hf_Shareholders_Equity_USD("MSFT", "lq")
   =hf_Shareholders_Equity_USD("MSFT", "ly")

   Fetches the most recent last quarter or last year data.

5. Add offsets to go further back:

   =hf_Shareholders_Equity_USD("MSFT", "lq-1")
   =hf_Shareholders_Equity_USD("MSFT", "ly-1")

   Returns data from one quarter or one year prior to the last reported period.

6. Retrieve last 12 months’ data:

   =hf_Shareholders_Equity_USD("MSFT", "lt")
   =hf_Shareholders_Equity_USD("MSFT", "lt-1")

Common Questions

1. Why am I getting "NA" as a result?

You may have provided an invalid symbol, a year without available data, or your MarketXLS subscription does not include historical fundamentals.

2. Can I use this formula for non-U.S. symbols?

Yes. As long as MarketXLS supports the symbol and there is historical data in USD, the function will return the appropriate equity data.

3. How can I speed up the data retrieval?

Try refreshing a smaller range of formulas at once or ensure a strong and stable internet connection. Also, check your subscription plan to avoid unnecessary data calls.

4. Do I need to manually update data each time?

MarketXLS can automatically refresh data at set intervals. Ensure your MarketXLS settings are configured according to your preferences.

5. Is the data exact or estimated?

MarketXLS pulls from reputable data providers; however, always perform additional verification if the data is critical for financial decisions.

?? Note: Use this formula in conjunction with other historical fundamental functions (like hf_Revenue, hf_Gross_Profit) to build a comprehensive financial model directly in Excel.

For more information on subscribing to MarketXLS historical fundamentals or troubleshooting, visit the MarketXLS Knowledge Base.