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
Examples
=hf_Total_Assets("AAPL", 2023, 4)=hf_Total_Assets("MSFT", "ly")=hf_Total_Assets("JPM", 2023, , "TTM")=hf_Total_Assets(A1, B1, C1)When to Use
- Calculating ROA (Return on Assets)
- Asset turnover analysis
- Comparing company sizes
- Balance sheet analysis
- Leverage calculations
When NOT to Use
Common Issues & FAQ
Q: How do I calculate equity from assets?
A: Equity = Assets - Liabilities: =hf_Total_Assets("AAPL","lq") - hf_Total_Liabilities("AAPL","lq")
Q: How do I calculate ROA?
A: 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)
Q: Why are bank assets so much higher? A: Banks hold loans, securities, and deposits as assets. Industrial companies have primarily physical assets.
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