Total Liabilities And Stock Equity (Historical) Formula in Excel

Gain insights into a company’s financial health by retrieving its combined liabilities and stock equity over specific historical periods. This powerful Excel function, made possible with MarketXLS, is ideal for fundamental stock analysis and comprehensive financial research.

Understanding Total Liabilities And Stock Equity (Historical)

• Purpose: The function returns the sum of a company’s total liabilities and equity for any historical period.
• Key Benefits:
  • Quickly evaluate a company’s capital structure historically.
  • Ideal for trend analysis when comparing different years or quarters.
• When to Use:
  • Calculating changes in financial leverage.
  • Evaluating long-term financial health alongside other fundamentals (e.g., revenue, gross profit, etc.).

Syntax and Parameters

Use the following syntax in your Excel sheet:

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

?? Note:

• If the symbol is invalid or subscription is not recognized, the function returns 'NA'.
• Ensure you have a valid MarketXLS license that supports historical fundamentals.

? Pro Tip: You can combine references to Excel cells (e.g., =hf_Total_Liabilities_and_Stock_Equity(A2, B2)) or directly enter the parameters with quotes (e.g., =hf_Total_Liabilities_and_Stock_Equity("MSFT","ly")).

Examples and Usage

Below are a few practical examples of using the function in Excel:

1. By specifying a ticker symbol and year:

   =hf_Total_Liabilities_and_Stock_Equity("MSFT", 2022)

2. Including a quarter:

   =hf_Total_Liabilities_and_Stock_Equity("MSFT", 2022, 2)

3. Adding a trailing twelve months (TTM) view:

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

4. Using shortcuts for last quarter/year:

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

5. Combining shortcuts with offsets:

   =hf_Total_Liabilities_and_Stock_Equity("MSFT", "lq-1")
   =hf_Total_Liabilities_and_Stock_Equity("MSFT", "ly-1")
   =hf_Total_Liabilities_and_Stock_Equity("MSFT", "lt")
   =hf_Total_Liabilities_and_Stock_Equity("MSFT", "lt-1")

6. Applying indices, options, or crypto symbols:

   =hf_Total_Liabilities_and_Stock_Equity("^SPX", 2022, 2)
   =hf_Total_Liabilities_and_Stock_Equity("@MSFT 110122C00020000", 2023, 1)
   =hf_Total_Liabilities_and_Stock_Equity("BTCUSD:DEFAULT", "lq")

Common Questions

1. What does this function return if the symbol or parameters are invalid?

If the symbol is invalid or your MarketXLS license does not support historical fundamentals, the function returns "NA".

2. Can I use references in the function parameters?

Absolutely. You can reference other cells for the symbol or year to make your spreadsheet more dynamic.

3. Does the function work with all stock exchanges?

This function supports many international equities, indices, options, and crypto symbols. However, coverage may vary by license plan.

4. Are there any performance considerations?

This function makes remote data calls; if you are running multiple fundamental functions on many symbols at once, there could be a slight delay. It is best to organize your calculations efficiently or use smaller batches of queries.

5. How do I interpret the returned value?

The result is a numeric value (if valid), representing the total liabilities plus stockholder’s equity on the specific date or period requested. You may also receive non-numeric outputs (like "NA") if data is not found.

? Pro Tip: Combine hf_Total_Liabilities_and_Stock_Equity with other MarketXLS historical fundamentals—such as Revenue (Historical) or Gross Profit (Historical)—for a comprehensive view of a company’s financial position over time.