TICKERDATA - Historical & Fundamental Data

Overview

The TICKERDATA function is your gateway to historical financial data, including income statements, balance sheets, cash flow statements, and key metrics spanning 30+ years.

Syntax

=TICKERDATA(ticker, attribute, timeperiod, period)

Parameter	Required	Description
`ticker`	Yes	The stock symbol (e.g., “AAPL”, “MSFT”)
`attribute`	Yes	The data metric you want to retrieve (browse all)
`timeperiod`	Yes	Year (e.g., 2023) or “ttm” for trailing twelve months
`period`	No	Quarter: “Q1”, “Q2”, “Q3”, or “Q4” (omit for annual data)

Basic Examples

Annual Data

=TICKERDATA("AAPL", "Revenue", 2023)

Returns Apple’s annual revenue for 2023.

Quarterly Data

=TICKERDATA("AAPL", "Revenue", 2023, "Q1")

Returns Apple’s Q1 2023 revenue.

Trailing Twelve Months (TTM)

=TICKERDATA("AAPL", "Net Income", "ttm")

Returns Apple’s net income for the trailing twelve months.

Tip

TTM data is great for getting the most current annualized figures without waiting for the fiscal year to end.

Available Attributes

Income Statement Metrics

Attribute	Description
Revenue	Total revenue/sales
Gross Profit	Revenue minus cost of goods sold
Operating Income	Income from core operations
Net Income	Bottom line profit
EPS	Earnings per share
EPS Diluted	Diluted earnings per share
EBITDA	Earnings before interest, taxes, depreciation, amortization
Operating Expenses	Total operating expenses
Cost Of Revenue	Direct costs of producing goods/services
Research And Development Expenses	R&D spending
Interest Expense	Interest payments on debt

Balance Sheet Metrics

Attribute	Description
Total Assets	All company assets
Total Liabilities	All company liabilities
Total Equity	Shareholders’ equity
Cash And Cash Equivalents	Liquid cash holdings
Total Debt	Short-term + long-term debt
Net Debt	Total debt minus cash
Inventory	Current inventory value
Total Current Assets	Assets convertible to cash within a year
Total Current Liabilities	Obligations due within a year
Long Term Debt	Debt due beyond one year
Retained Earnings	Cumulative net income minus dividends

Cash Flow Metrics

Attribute	Description
Operating Cash Flow	Cash from operations
Free Cash Flow	Operating cash flow minus CapEx
Capital Expenditure	Spending on fixed assets
Dividends Paid	Cash paid to shareholders
Net Cash Provided By Operating Activities	Net operating cash
Net Cash Used For Investing Activities	Cash used in investments
Stock Based Compensation	Value of equity compensation

Key Metrics & Ratios

Attribute	Description
PE Ratio	Price to earnings ratio
Market Cap	Total market capitalization
Dividend Yield	Annual dividend / share price
ROE	Return on equity
ROIC	Return on invested capital
Current Ratio	Current assets / current liabilities
Debt To Equity	Total debt / total equity
Book Value Per Share	Equity per outstanding share
Graham Number	Intrinsic value estimate
EV To EBITDA	Enterprise value / EBITDA

Info

These are just the most popular attributes. For a complete searchable list of all 200+ metrics with descriptions, examples, and use cases, visit the Attribute Explorer.

Practical Examples

Building a Financial Summary

Create a company financial snapshot by combining multiple TICKERDATA calls:

Metric	Formula
Revenue	`=TICKERDATA("MSFT", "Revenue", 2023)`
Net Income	`=TICKERDATA("MSFT", "Net Income", 2023)`
Free Cash Flow	`=TICKERDATA("MSFT", "Free Cash Flow", 2023)`
Total Debt	`=TICKERDATA("MSFT", "Total Debt", 2023)`

Year-over-Year Comparison

Compare metrics across years:

// 2023 Revenue
=TICKERDATA("AAPL", "Revenue", 2023)

// 2022 Revenue
=TICKERDATA("AAPL", "Revenue", 2022)

// YoY Growth (in a third cell)
=(B1-B2)/B2

Quarterly Trend Analysis

Track quarterly performance:

=TICKERDATA("NVDA", "Revenue", 2023, "Q1")
=TICKERDATA("NVDA", "Revenue", 2023, "Q2")
=TICKERDATA("NVDA", "Revenue", 2023, "Q3")
=TICKERDATA("NVDA", "Revenue", 2023, "Q4")

Pro Tips

Use cell references - Instead of hardcoding values, reference cells for flexibility:
```
=TICKERDATA(A1, B1, C1, D1)
```
Double quotes required - All text parameters must use double quotes (not single quotes)
Case insensitive - “revenue”, “Revenue”, and “REVENUE” all work the same
TTM limitations - Not all metrics support TTM data. If you get an error, try using the most recent fiscal year instead.

Common Errors

Error	Cause	Solution
`#VALUE!`	Invalid ticker or attribute	Check spelling of ticker and attribute
`#N/A`	Data not available	Try a different time period or check if metric exists for this company
`Loading...`	Data is being fetched	Wait a moment, or refresh via Extensions > Tickerdata > Refresh

Attribute Explorer - Search all 200+ available attributes
TICKERDATALIVE - For real-time price and company data