Retrieve Special Income Charges with hf_special_income_charges

The hf_special_income_charges function in MarketXLS allows you to retrieve a company's special income or charges data directly into Excel. This data helps you identify any unusual or non-recurring items in a company's financial statements, such as restructuring costs or one-time write-offs. Using this function saves you time, keeps your models up to date, and helps ensure accurate analysis of a company's underlying performance.

Why Use This Function?

• Quickly assess how special income or charges impact companies’ financials.
• Detect unusual or non-recurring expenses that could distort earnings.
• Easily integrate this data into valuation models or financial analysis spreadsheets.
• Efficiently compare multiple companies or multiple time periods.
• Automate data retrieval with real-time updates rather than manually searching reports.

How to Use in Excel

=hf_special_income_charges(Symbol, Year, Quarter, [Optional TTM])

1. Enter the function directly into a cell in Excel.
2. Provide the required parameters (Symbol, Year, Quarter).
3. If desired, pass "TTM" as the optional fourth parameter to retrieve trailing twelve months data.
4. Press Enter to pull the latest data from MarketXLS into your Excel sheet.

MarketXLS will make a live request to the data server and return the numeric value of the special income or charges for the specific criteria. If the data cannot be retrieved (e.g., invalid symbol, incomplete data, or license limits), the function returns "NA".

Parameters Explained

Example Usage

Basic Examples

1. Retrieve the Special Income/Charges for Apple in the third quarter of 2022:
   =hf_special_income_charges("AAPL", 2022, 3)
   This returns the special income or charges figure for Apple in the third quarter of 2022 (returns a numeric value or "NA" if not found).

2. Get the trailing twelve months (TTM) value for Microsoft (4th quarter 2021 used, plus TTM request):
   =hf_special_income_charges("MSFT", 2021, 4, "TTM")
   MarketXLS pulls the cumulative special income or charges over Microsoft’s last four quarters ending near Q4 2021, if available.

Advanced Scenarios

1. Analyzing Volatility Over Multiple Periods

   • In separate columns, you can set up formulas for different quarters:
     =hf_special_income_charges("TSLA", 2021, 1), =hf_special_income_charges("TSLA", 2021, 2), etc.
   • Quickly compare each quarter’s special items to gauge any seasonal or one-off events.

2. Integrating with Other Excel Functions

   • Use SUM or AVERAGE to aggregate special charges across multiple companies:
     =SUM(
     hf_special_income_charges("AAPL", 2022, 3),
     hf_special_income_charges("MSFT", 2022, 3),
     hf_special_income_charges("TSLA", 2022, 3)
     )
   • This approach helps you analyze an industry’s combined unusual charges in one cell.

3. Comparing Quarterly vs. TTM Data

   • Place quarterly values in adjacent cells (e.g., Q1, Q2, Q3, Q4) and compare them to the TTM figure:
     =hf_special_income_charges("AMZN", 2022, 1)
     =hf_special_income_charges("AMZN", 2022, 2)
     =hf_special_income_charges("AMZN", 2022, 3)
     =hf_special_income_charges("AMZN", 2022, 4)
     =hf_special_income_charges("AMZN", 2022, 4, "TTM")
   • See how each quarter stacks up individually and as a cumulative rolling twelve-month total.

Common Questions and Troubleshooting

• “Why do I get NA?”

  • There may be no recorded special income/charges for that period or the symbol may be invalid. Verify that the ticker, year, and quarter are correct.
  • Check your MarketXLS license type to ensure you have permission to fetch fundamental data.

• “How do I know which quarters match a company’s fiscal year?”

  • Check the company’s filings or online resources to confirm exact quarters. If in doubt, use TTM to see a rolling figure.

• “Is data for all companies available?”

  • MarketXLS covers most major US (and some international) stocks, but availability can vary. If data isn’t in our database, you’ll receive an “NA.”

• “Can I refresh my entire Excel model at once?”

  • Yes. Simply use Excel’s “Refresh All” feature or open the workbook anew, and MarketXLS will call the function again.

When analyzing company fundamentals, especially unusual or one-time line items, hf_special_income_charges delivers valuable insights. Use it broadly across different sectors and time frames to identify potential distortions in a company’s earnings. Experiment with TTM vs. quarterly data for the most robust analysis possible.