MarketXLS

Total Assets (Historical)

Returns the historical total assets from the balance sheet - the sum of all current and non-current assets owned by the company.

Parameters

Parameter Required Description
Symbol Yes Stock ticker symbol (e.g., AAPL, MSFT)
Year Yes Fiscal year (2023) or period code (lq, ly)
Quarter No Quarter number 1-4 (default: 1)
TTM No Set to "TTM" for trailing twelve months

Asset Components

Category Examples
Current Assets Cash, receivables, inventory
Non-Current Assets PP&E, goodwill, intangibles

Notes

  • Balance sheet item (point-in-time)
  • Total Assets = Total Liabilities + Stockholders' Equity
  • Used for ROA, asset turnover calculations
  • Banks have much larger asset bases than industrials

Syntax

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

Parameters

symbolstringRequired

Stock ticker symbol

yearstringRequired

Fiscal year or period code (e.g., 2023, lq, ly)

quarterstring

Calendar quarter (1-4)

TTMstring

Set to 'TTM' for trailing twelve months

Returns

number

Total assets value

Examples

=hf_Total_Assets("AAPL", 2023, 4)
Q4 2023 total assets
=hf_Total_Assets("MSFT", "ly")
Last fiscal year
=hf_Total_Assets("JPM", 2023, , "TTM")
Trailing period assets
=hf_Total_Assets(A1, B1, C1)
From cell references

When to Use

  • Calculating ROA (Return on Assets)
  • Asset turnover analysis
  • Comparing company sizes
  • Balance sheet analysis
  • Leverage calculations

When NOT to Use

Scenario Use Instead
Need current assets hf_Current_Assets()
Need non-current assets hf_Assets_Non_Current()
Need just cash hf_Cash_and_Equivalents()
Need total liabilities hf_Total_Liabilities()

Common Issues & FAQ

How do I calculate equity from assets?

Equity = Assets - Liabilities: =hf_Total_Assets("AAPL","lq") - hf_Total_Liabilities("AAPL","lq")

How do I calculate ROA?

ROA = Net Income / Average Assets. Use two periods: =hf_Net_Income_Common_Stock_USD("AAPL","ly") / ((hf_Total_Assets("AAPL","ly") + hf_Total_Assets("AAPL","ly-1"))/2)

Why are bank assets so much higher?

Banks hold loans, securities, and deposits as assets. Industrial companies have primarily physical assets.

Excel Templates Using Total Assets (Historical)

These ready-made MarketXLS templates call hf_Total_Assets() in their worksheet formulas. Open one to see the function working inside a complete model.

Related Formulas

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

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MarketXLS Excel Add-in Tutorial - How to Use Total Assets (Historical) and Other Financial Formulas
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