| |
|
| | --- |
| | language: |
| | - en |
| | license: other |
| | task_categories: |
| | - tabular-regression |
| | features: |
| | - name: symbol |
| | dtype: string |
| | - name: fiscalDateEnding |
| | dtype: string |
| | - name: reportedCurrency |
| | dtype: string |
| | - name: grossProfit |
| | dtype: float64 |
| | - name: totalRevenue |
| | dtype: float64 |
| | - name: costOfRevenue |
| | dtype: float64 |
| | - name: costofGoodsAndServicesSold |
| | dtype: float64 |
| | - name: operatingIncome |
| | dtype: float64 |
| | - name: sellingGeneralAndAdministrative |
| | dtype: float64 |
| | - name: researchAndDevelopment |
| | dtype: float64 |
| | - name: operatingExpenses |
| | dtype: float64 |
| | - name: investmentIncomeNet |
| | dtype: float64 |
| | - name: netInterestIncome |
| | dtype: float64 |
| | - name: interestIncome |
| | dtype: float64 |
| | - name: interestExpense |
| | dtype: float64 |
| | - name: nonInterestIncome |
| | dtype: float64 |
| | - name: otherNonOperatingIncome |
| | dtype: float64 |
| | - name: depreciation |
| | dtype: float64 |
| | - name: depreciationAndAmortization |
| | dtype: float64 |
| | - name: incomeBeforeTax |
| | dtype: float64 |
| | - name: incomeTaxExpense |
| | dtype: float64 |
| | - name: interestAndDebtExpense |
| | dtype: float64 |
| | - name: netIncomeFromContinuingOperations |
| | dtype: float64 |
| | - name: comprehensiveIncomeNetOfTax |
| | dtype: float64 |
| | - name: ebit |
| | dtype: float64 |
| | - name: ebitda |
| | dtype: float64 |
| | - name: netIncome |
| | dtype: float64 |
| | extra_gated_prompt: "To get access to this dataset, you must subscribe to Papers With Backtest. To subscribe, go to https://paperswithbacktest.com/ > Login > Choose Your Plan > Subscribe." |
| | --- |
| | # Dataset Information |
| |
|
| | This dataset includes quarterly income statement reports for various US stocks. |
| |
|
| | ## Instruments Included |
| |
|
| | - 7000+ US Stocks |
| |
|
| | ## Dataset Columns |
| |
|
| | - `symbol`: The stock ticker or financial instrument identifier associated with the data. |
| | - `date`: The end date of the fiscal period for which the financial data is reported. |
| | - `reported_currency`: The currency in which the financial data is reported, typically reflecting the company's primary operating currency. |
| | - `gross_profit`: The company's gross profit, calculated as total revenue minus the cost of goods sold. |
| | - `total_revenue`: The total amount of money generated by the company from its operations during the fiscal period. |
| | - `cost_of_revenue`: The total cost incurred by the company to generate the revenue, including costs directly related to the production of goods or services. |
| | - `cost_of_goods_and_services_sold`: The cost associated with the production of goods and services sold by the company. |
| | - `operating_income`: The profit generated from the company's core business operations, excluding deductions of interest and taxes. |
| | - `selling_general_and_administrative`: The total expenses related to selling products and services, as well as all general and administrative expenses. |
| | - `research_and_development`: The expenses incurred for research and development activities, typically aimed at innovation and product development. |
| | - `operating_expenses`: The total expenses incurred by the company during its normal business operations, excluding the cost of goods sold. |
| | - `investment_income_net`: The net income generated from the company's investment activities, including dividends, interest, and other investment-related earnings. |
| | - `net_interest_income`: The difference between the interest income earned and the interest expense incurred by the company. |
| | - `interest_income`: The income earned by the company from its interest-bearing investments. |
| | - `interest_expense`: The cost incurred by the company for borrowing funds, typically in the form of interest payments on debt. |
| | - `non_interest_income`: The income generated from activities other than interest-related investments, such as fees and commissions. |
| | - `other_non_operating_income`: Income from sources not directly related to the company's core business operations, such as gains from asset sales. |
| | - `depreciation`: The allocation of the cost of tangible assets over their useful lives, reflecting wear and tear. |
| | - `depreciation_and_amortization`: The combined allocation of the cost of tangible and intangible assets over their useful lives. |
| | - `income_before_tax`: The total income earned by the company before the deduction of taxes. |
| | - `income_tax_expense`: The total amount of tax expense incurred by the company based on its taxable income. |
| | - `interest_and_debt_expense`: The total interest and related expenses incurred on the company's outstanding debt. |
| | - `net_income_from_continuing_operations`: The company's net income generated from its ongoing, regular business activities, excluding any income from discontinued operations. |
| | - `comprehensive_income_net_of_tax`: The total comprehensive income of the company after tax, including net income and other comprehensive income items. |
| | - `ebit`: Earnings before interest and taxes, a measure of the company's profitability from operations. |
| | - `ebitda`: Earnings before interest, taxes, depreciation, and amortization, a measure of the company's operating performance. |
| | - `net_income`: The total profit of the company after all expenses, including taxes and interest, have been deducted. |
| |
|
| | ## Data Splits |
| |
|
| | The data is split into a training set. |
| |
|
| | ## Dataset Maintenance |
| |
|
| | The dataset is updated on a monthly basis by [Papers With Backtest](https://paperswithbacktest.com). |
| | |
