Statement Analysis
Key Metrics
Provides investors with an extensive selection of the most important and most commonly used financial metrics. These metrics span from liquidity ratios, leverage ratios, efficiency ratios, profitability ratios, market ratios, and other financial ratios.
fundamental_metrics(symbol='AAPL', period='annual', api_key=TOKEN)
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period: Possible values: annual, quarter
-
Output:
>>> fundamental_metrics(symbol='AAPL', period='annual', api_key=TOKEN).head()
symbol date calendarYear period ... payablesTurnover inventoryTurnover roe capexPerShare
0 AAPL 2022-09-24 2022 FY ... 3.486641 45.197331 1.969589 -0.660337
1 AAPL 2021-09-25 2021 FY ... 3.889140 32.367933 1.500713 -0.663722
2 AAPL 2020-09-26 2020 FY ... 4.008866 41.753016 0.878664 -0.421217
3 AAPL 2019-09-28 2019 FY ... 3.499048 39.401364 0.610645 -0.568178
4 AAPL 2018-09-29 2018 FY ... 2.930074 41.394338 0.555601 -0.671644
[5 rows x 61 columns]
Key Metrics TTM
Key Metrics such as Market capitalization, PE ratio, Price to Sales Ratio, POCF ratio, Graham Net-Net, The key metrics are calculated quarter by quarter, year by year.
fundamental_metrics_ttm(symbol='AAPL', api_key=TOKEN)
- Output:
>>> fundamental_metrics_ttm(symbol='AAPL', api_key=TOKEN)
revenuePerShareTTM netIncomePerShareTTM ... debtToMarketCapTTM symbol
0 24.458048 6.036586 ... 0.03868 AAPL
[1 rows x 61 columns]
Ratios
A set of financial ratios for companies used to analyze the company. The ratios are calculated using data from the financial statements.
fundamental_ratios_ttm(symbol='AAPL', api_key=TOKEN)
- Output:
>>> fundamental_ratios_ttm(symbol='AAPL', api_key=TOKEN)
dividendYielTTM dividendYielPercentageTTM peRatioTTM ... priceFairValueTTM dividendPerShareTTM symbol
0 0.005202 0.52017 29.935794 ... 47.063673 0.94 AAPL
[1 rows x 58 columns]
Ratios TTM
Shows the Trailing Twelve Month (TTM) value of a variety of valuation ratios, financial ratios, liquidity ratios, leverage ratios, efficiency ratios, profitability ratios, and market ratios.
fundamental_ratios_ttm(symbol='AAPL', api_key=TOKEN)
- Output:
>>> fundamental_ratios_ttm(symbol='AAPL', api_key=TOKEN)
dividendYielTTM dividendYielPercentageTTM peRatioTTM ... priceFairValueTTM dividendPerShareTTM symbol
0 0.005202 0.52017 29.935794 ... 47.063673 0.94 AAPL
[1 rows x 58 columns]
Cashflow Growth
The DCF value represents a stock intrinsic value calculated from its free cash flow analysis
cashflow_growth(symbol='AAPL', period='annual', api_key=TOKEN)
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period: Possible values: annual, quarter
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Output:
>>> cashflow_growth(symbol='AAPL', period='annual', api_key=TOKEN).head()
date symbol calendarYear ... growthOperatingCashFlow growthCapitalExpenditure growthFreeCashFlow
0 2022-09-24 AAPL 2022 ... 0.174100 0.034010 0.198918
1 2021-09-25 AAPL 2021 ... 0.289610 -0.516623 0.266994
2 2020-09-26 AAPL 2020 ... 0.162600 0.303573 0.245670
3 2019-09-28 AAPL 2019 ... -0.103869 0.211673 -0.081487
4 2018-09-29 AAPL 2018 ... 0.217554 -0.040485 0.262150
[5 rows x 34 columns]
Income Growth
Shows the percentage growth in each of the categories listed under a company’s income statement. Some of the most influential growth rates include; revenue, cost of revenue, gross profit, operating expense, EBITDA, net income, and EPS.
income_growth(symbol='AAPL', period='annual', api_key=TOKEN)
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period: Possible values: annual, quarter
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Output:
>>> income_growth(symbol='AAPL', period='annual', api_key=TOKEN).head()
date symbol calendarYear ... growthEPSDiluted growthWeightedAverageShsOut growthWeightedAverageShsOutDil
0 2022-09-24 AAPL 2022 ... 0.089127 -0.029058 -0.031966
1 2021-09-25 AAPL 2021 ... 0.710366 -0.037508 -0.037842
2 2020-09-26 AAPL 2020 ... 0.104377 -0.060592 -0.057403
3 2019-09-28 AAPL 2019 ... -0.003356 -0.068117 -0.070238
4 2018-09-29 AAPL 2018 ... 0.295652 -0.050192 -0.047905
[5 rows x 30 columns]
Balance Sheet Growth
Shows the percentage growth in each of the categories listed under a company’s balance sheet. Some of the most influential growth rates from this category include; cash & cash equivalents, inventory, short-term debt, long-term debt, retained earnings, assets, liabilities, and shareholder equity.
balance_sheet_growth(symbol='AAPL', period='annual', api_key=TOKEN)
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period: Possible values: annual, quarter
-
Output:
>>> balance_sheet_growth(symbol='AAPL', period='annual', api_key=TOKEN).head()
date symbol calendarYear ... growthTotalInvestments growthTotalDebt growthNetDebt
0 2022-09-24 AAPL 2022 ... -0.065004 -0.037284 0.074004
1 2021-09-25 AAPL 2021 ... 0.011455 0.109244 0.206383
2 2020-09-26 AAPL 2020 ... -0.020630 0.040621 0.257031
3 2019-09-28 AAPL 2019 ... -0.256327 -0.056218 -0.331568
4 2018-09-29 AAPL 2018 ... -0.150515 -0.010348 -0.071506
[5 rows x 43 columns]
Financial Growth
Financial Statement Growth of a company based on its financial statement, it compares previous financial statement to get growth of all its statement. The growth is calculated quarter by quarter, year by year.
financial_growth(symbol='AAPL', period='annual', api_key=TOKEN)
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period: Possible values: annual, quarter
-
Output:
>>> financial_growth(symbol='AAPL', period='annual', api_key=TOKEN).head()
symbol date calendarYear period ... bookValueperShareGrowth debtGrowth rdexpenseGrowth sgaexpensesGrowth
0 AAPL 2022-09-24 2022 FY ... -0.172793 -0.037284 0.197910 0.142038
1 AAPL 2021-09-25 2021 FY ... 0.003208 0.109244 0.168622 0.103284
2 AAPL 2020-09-26 2020 FY ... -0.231352 0.040621 0.156317 0.091587
3 AAPL 2019-09-28 2019 FY ... -0.093747 -0.056218 0.139154 0.092188
4 AAPL 2018-09-29 2018 FY ... -0.158436 -0.010348 0.229255 0.094620
[5 rows x 38 columns]
Financial Score
financial_score(symbol='AAPL', api_key=TOKEN)
- Output:
>>> financial_score(symbol='AAPL', api_key=TOKEN)
symbol altmanZScore piotroskiScore workingCapital ... ebit marketCap totalLiabilities revenue
0 AAPL 8.218706 8 -2304000000 ... 109174000000 2747554229268 274764000000 383933000000
[1 rows x 10 columns]
Owner Earnings
owner_earning(symbol='AAPL', api_key=TOKEN)
- Output:
>>> owner_earning(symbol='AAPL', api_key=TOKEN)
symbol date averagePPE maintenanceCapex ownersEarnings growthCapex ownersEarningsPerShare
0 AAPL 2023-07-01 0.128560 -2.093000e+09 2.428700e+10 0.000000e+00 1.540000
1 AAPL 2023-04-01 0.128560 -2.916000e+09 2.564400e+10 0.000000e+00 1.620000
2 AAPL 2022-12-31 0.128560 -4.660051e+09 2.934495e+10 8.730510e+08 1.840000
3 AAPL 2022-09-24 0.128560 -2.416592e+09 2.171041e+10 -8.724082e+08 1.350000
4 AAPL 2022-06-25 0.128560 -2.102000e+09 2.079000e+10 0.000000e+00 1.280000
.. ... ... ... ... ... ... ...
130 AAPL 1990-12-31 0.061937 -6.292125e+07 1.639788e+08 -1.127875e+07 0.012452
131 AAPL 1990-09-30 0.059261 -6.780000e+07 2.990000e+07 0.000000e+00 0.002271
132 AAPL 1990-06-30 0.059261 -4.389014e+07 2.579099e+08 -6.909859e+06 0.018453
133 AAPL 1990-03-31 0.059261 -4.280000e+07 2.605000e+08 0.000000e+00 0.018353
134 AAPL 1989-12-31 0.059261 -5.766723e+07 2.034328e+08 -5.232767e+06 0.013972
[135 rows x 7 columns]
Enterprise Values
enterprise_value(symbol='AAPL', period='quarter', api_key=TOKEN)
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period: Possible values: annual, quarter
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Output:
>>> enterprise_value(symbol='AAPL', period='quarter', api_key=TOKEN)
symbol date stockPrice ... minusCashAndCashEquivalents addTotalDebt enterpriseValue
0 AAPL 2023-07-01 193.970000 ... 2.840800e+10 1.092800e+11 3.125738e+12
1 AAPL 2023-04-01 164.900000 ... 2.468700e+10 1.096150e+11 2.688230e+12
2 AAPL 2022-12-31 129.930000 ... 2.053500e+10 1.111100e+11 2.155516e+12
3 AAPL 2022-09-24 150.430000 ... 2.364600e+10 1.200690e+11 2.507873e+12
4 AAPL 2022-06-25 141.660000 ... 2.750200e+10 1.196910e+11 2.381832e+12
.. ... ... ... ... ... ... ...
147 AAPL 1986-09-30 0.149550 ... 5.762000e+08 0.000000e+00 1.556393e+09
148 AAPL 1986-06-30 0.160160 ... NaN NaN NaN
149 AAPL 1986-03-31 0.126120 ... NaN NaN NaN
150 AAPL 1985-12-31 0.098214 ... NaN NaN NaN
151 AAPL 1985-09-30 0.070313 ... 3.370000e+08 0.000000e+00 6.359789e+08
[152 rows x 8 columns]