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Content Model auto
  • Content Model Catalog
  • KR STOCK
    • financial
    • market
      • calendar
      • investor_activity
      • cax
      • capital
      • fund_center
      • universe
      • credit
      • price_volume
      • status
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      • somemoney
      • consensus
    • factor
      • descriptor
      • fundamental_factor
    • macro
      • marketregime
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      • top_foreign_invest
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      • emp_exc
      • theme
      • keyword
  • US STOCK
    • financial
    • market
      • classification
      • cax
      • universe
      • price_volume
    • analysis
    • factor
      • fundamental_factor
      • guru_factor
    • macro
    • edge
      • ews
      • llm
      • narr
      • dkg
  • US ETF
    • market
      • cax
      • price_volume
  • VN ETF
    • market
  • VN STOCK
    • financial
      • ratio
      • cash_flow
      • balance_sheet
      • income_statement
    • market
      • classification
      • cax
      • price_volume
  • ID STOCK
    • market
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  • Summary
  • Example code
  • Metadata
  • Item List
  • Reference and Formula
  1. US STOCK
  2. factor

fundamental_factor

Summary

The dataset contains various financial metrics related to U.S. stocks, focusing on growth rates, ratios, and performance indicators over different time frames, such as 1-year and 3-year periods. Key metrics include growth rates for sales, net income, operating assets, and liabilities, as well as ratios like EBITDA to market capitalization, return on equity, and cash to total assets, providing insights into the financial health and performance trends of U.S. stocks.

Example code

from finter.data import ContentFactory
cf = ContentFactory("us_stock", 20200101, 20200201)
df = cf.get_df("us-stock_pit-ncol_gr3a")

Metadata

valid from
delivery schedule
time zone
data frequency

30 5 * * 2-6

1d

Item List

  • us-stock_pit-aliq_at: The ratio of current assets to total assets of U.S. stocks

  • us-stock_pit-aliq_mat: The ratio of current assets to maturing assets in U.S. stocks

  • us-stock_pit-ap_days: Accounts Payable Turnover Days for U.S. Stocks

  • us-stock_pit-ap_gr1a: 1-Year Accounts Payable Growth Rate of U.S. Stocks

  • us-stock_pit-ap_gr3a: The 3-year average annual growth rate of accounts payable for U.S. stocks

  • us-stock_pit-ap_turnover: Accounts Payable Turnover Ratio of U.S. Stocks

  • us-stock_pit-at_be: The ratio of total assets to equity in U.S. stocks

  • us-stock_pit-at_gr1: 1-Year Growth Rate of Daily Total Assets in U.S. Stocks

  • us-stock_pit-at_gr3: 3-Year Growth Rate of Daily Total Assets in U.S. Stocks

  • us-stock_pit-at_me: Total assets to market value ratio of U.S. stocks

  • us-stock_pit-at_mev: Total assets to market capitalization ratio of U.S. stocks

  • us-stock_pit-at_turnover: Total asset turnover of U.S. stocks

  • us-stock_pit-be_bev: The ratio of market value to equity for U.S. stocks

  • us-stock_pit-be_gr1: 1-Year Return on Equity Growth Rate of U.S. Stocks

  • us-stock_pit-be_gr1a: Return on Equity Growth Rate of U.S. Stocks

  • us-stock_pit-be_gr3: 3-Year Return on Equity Growth Rate of U.S. Stocks

  • us-stock_pit-be_me: The ratio of book value to market value of U.S. stocks

  • us-stock_pit-be_mev: Book value to market capitalization ratio of U.S. stocks

  • us-stock_pit-bev_mev: The ratio of book value to enterprise value of U.S. stocks

  • us-stock_pit-ca_cl: Liquidity ratio of U.S. stocks

  • us-stock_pit-ca_gr1: 1-Year Growth Rate of Daily Liquid Assets in U.S. Stocks

  • us-stock_pit-ca_gr3: 3-Year Growth Rate of Daily Liquid Assets in U.S. Stocks

  • us-stock_pit-caliq_cl: The ratio of cash and liquid assets to current liabilities of U.S. stocks

  • us-stock_pit-cash_at: Cash to total assets ratio of U.S. stocks

  • us-stock_pit-cash_bev: Cash ratio relative to the market capitalization of U.S. stocks

  • us-stock_pit-cash_cl: Cash ratio against current liabilities of U.S. stocks

  • us-stock_pit-cash_conversion: Cash conversion cycle of U.S. stocks

  • us-stock_pit-cash_gr1a: 1-Year Cash Growth Rate of U.S. Stocks

  • us-stock_pit-cash_gr3a: 3-Year Cash Growth Rate of U.S. Stocks

  • us-stock_pit-cash_lt: Cash ratio against non-current liabilities of U.S. stocks

  • us-stock_pit-cash_me: Cash to Market Value Ratio of U.S. Stocks

  • us-stock_pit-cash_mev: Cash to Market Capitalization Ratio of U.S. Stocks

  • us-stock_pit-cfoa_ch5: 5-Year Change in Operating Cash Flow to Total Assets Ratio for U.S. Stocks

  • us-stock_pit-cl_gr1: Daily current liabilities growth rate of U.S. stocks over one year

  • us-stock_pit-cl_gr3: Daily current liabilities growth rate over 3 years for U.S. stocks

  • us-stock_pit-cl_lt: The ratio of current liabilities to non-current liabilities of U.S. stocks

  • us-stock_pit-coa_gr1a: 1-year growth rate of liquid operating assets in U.S. stocks

  • us-stock_pit-coa_gr3a: The 3-year average annual growth rate of current assets in U.S. stocks

  • us-stock_pit-cogs_gr1: 1-Year Growth Rate of Daily Cost of Goods Sold for U.S. Stocks

  • us-stock_pit-cogs_gr3: 3-Year Cost of Goods Sold Growth Rate of U.S. Stocks

  • us-stock_pit-col_gr1a: 1-Year Growth Rate of Current Liabilities in U.S. Stocks

  • us-stock_pit-col_gr3a: The 3-year average annual growth rate of current liabilities in U.S. stocks

  • us-stock_pit-cop_at: Operating expense ratio relative to total assets of U.S. stocks

  • us-stock_pit-cop_atl1: Operating expense ratio compared to total assets of U.S. stocks from the previous year

  • us-stock_pit-cop_bev: Operating profit margin relative to the enterprise value of U.S. stocks

  • us-stock_pit-cop_me: Operating profit to market value ratio of U.S. stocks

  • us-stock_pit-cop_mev: Operating profit to market capitalization ratio of U.S. stocks

  • us-stock_pit-cowc_gr1a: 1-Year Working Capital Growth Rate of U.S. Stocks

  • us-stock_pit-cowc_gr3a: 3-Year Average Annual Growth Rate of Working Capital for U.S. Stocks

  • us-stock_pit-debt_at: Total debt to total assets ratio of U.S. stocks

  • us-stock_pit-debt_be: Total debt to equity ratio of U.S. stocks

  • us-stock_pit-debt_bev: Total debt ratio compared to the enterprise value of U.S. stocks

  • us-stock_pit-debt_gr1: 1-Year Total Debt Growth Rate of U.S. Stocks

  • us-stock_pit-debt_gr3: 3-Year Total Debt Growth Rate of U.S. Stocks

  • us-stock_pit-debt_me: Debt to Market Value Ratio of U.S. Stocks

  • us-stock_pit-debt_mev: Total debt ratio compared to the market capitalization of U.S. stocks

  • us-stock_pit-debtlt_be: Long-term debt to equity ratio of U.S. stocks

  • us-stock_pit-debtlt_bev: Long-term debt ratio compared to the enterprise value of U.S. stocks

  • us-stock_pit-debtlt_debt: Long-term debt ratio compared to total debt of U.S. stocks

  • us-stock_pit-debtlt_gr1a: 1-Year Long-Term Debt Growth Rate of U.S. Stocks

  • us-stock_pit-debtlt_gr3a: The 3-year average annual growth rate of long-term debt for U.S. stocks

  • us-stock_pit-debtlt_mev: Long-term debt to market capitalization ratio of U.S. stocks

  • us-stock_pit-debtst_bev: Short-term debt ratio compared to the enterprise value of U.S. stocks

  • us-stock_pit-debtst_debt: The short-term debt ratio compared to total debt of U.S. stocks

  • us-stock_pit-debtst_gr1a: 1-Year Short-Term Debt Growth Rate of U.S. Stocks

  • us-stock_pit-debtst_gr3a: 3-Year Short-Term Debt Growth Rate of U.S. Stocks

  • us-stock_pit-debtst_mev: The ratio of short-term debt to market capitalization of U.S. stocks

  • us-stock_pit-dgp_dsale: The change rate of gross profit relative to sales in U.S. stocks

  • us-stock_pit-div_at: Dividend yield relative to total assets of U.S. stocks

  • us-stock_pit-div_gr1a: 1-Year Dividend Growth Rate of U.S. Stocks

  • us-stock_pit-div_gr3a: 3-Year Average Annual Dividend Growth Rate of U.S. Stocks

  • us-stock_pit-div_me: Dividend to market value ratio of U.S. stocks

  • us-stock_pit-div_ni: Dividend payout ratio relative to net income of U.S. stocks

  • us-stock_pit-dp_gr1a: 1-year depreciation expense growth rate of U.S. stocks

  • us-stock_pit-dp_gr3a: The 3-year average annual depreciation expense growth rate of U.S. stocks

  • us-stock_pit-dsale_dinv: Inventory turnover ratio relative to sales of U.S. stocks

  • us-stock_pit-dsale_drec: Change rate of accounts receivable relative to sales in U.S. stocks

  • us-stock_pit-dsale_dsga: The rate of change in selling and administrative expenses relative to sales of U.S. stocks

  • us-stock_pit-earning_variability: Volatility of returns in U.S. stocks

  • us-stock_pit-ebit_at: Daily EBIT/Total Assets Ratio of US Stocks

  • us-stock_pit-ebit_bev: Interest and pre-tax profit ratio compared to the enterprise value of U.S. stocks

  • us-stock_pit-ebit_gr1a: 1-Year EBIT Growth Rate of U.S. Stocks

  • us-stock_pit-ebit_gr3a: 3-Year Average Annual Growth Rate of EBIT for U.S. Stocks

  • us-stock_pit-ebit_int: Interest and pre-tax profit ratio compared to interest expenses of U.S. stocks

  • us-stock_pit-ebit_me: EBIT to market value ratio of U.S. stocks

  • us-stock_pit-ebit_mev: EBIT to market capitalization ratio of U.S. stocks

  • us-stock_pit-ebit_sale: EBIT ratio compared to revenue of U.S. stocks

  • us-stock_pit-ebitda_at: Daily EBITDA/Total Assets Ratio of US Stocks

  • us-stock_pit-ebitda_bev: EBITDA ratio compared to the enterprise value of U.S. stocks

  • us-stock_pit-ebitda_debt: The ratio of total debt to EBITDA for U.S. stocks

  • us-stock_pit-ebitda_gr1a: 1-Year EBITDA Growth Rate of U.S. Stocks

  • us-stock_pit-ebitda_gr3a: 3-Year Average Annual Growth Rate of EBITDA for U.S. Stocks

  • us-stock_pit-ebitda_me: EBITDA to Market Value Ratio of U.S. Stocks

  • us-stock_pit-ebitda_mev: EBITDA to market capitalization ratio of U.S. stocks

  • us-stock_pit-ebitda_ppen: EBITDA ratio compared to tangible assets of U.S. stocks

  • us-stock_pit-ebitda_sale: EBITDA margin relative to revenue for U.S. stocks

  • us-stock_pit-eq_dur: Equity duration of U.S. stocks

  • us-stock_pit-fi_at: Financial return ratio compared to total assets of U.S. stocks

  • us-stock_pit-fi_bev: Financial return ratio compared to the corporate value of U.S. stocks

  • us-stock_pit-fna_gr1a: 1-Year Financial Asset Growth Rate of U.S. Stocks

  • us-stock_pit-fna_gr3a: The 3-year average annual growth rate of financial assets in the U.S. stock market

  • us-stock_pit-fnl_gr1a: 1-Year Financial Debt Growth Rate of U.S. Stocks

  • us-stock_pit-fnl_gr3a: The 3-year average annual growth rate of financial liabilities in U.S. stocks

  • us-stock_pit-gmar_ch5: 5-Year Change in Gross Profit Margin of U.S. Stocks

  • us-stock_pit-gp_at: Daily total return to total assets ratio of U.S. stocks

  • us-stock_pit-gp_atl1: Gross profit margin compared to total assets of U.S. stocks from the previous year

  • us-stock_pit-gp_bev: Gross Profit Margin Ratio relative to the Enterprise Value of U.S. Stocks

  • us-stock_pit-gp_gr1a: 1-Year Gross Profit Growth Rate of U.S. Stocks

  • us-stock_pit-gp_gr3a: The 3-year average annual growth rate of gross profit for U.S. stocks

  • us-stock_pit-gp_me: Gross profit to market value ratio of U.S. stocks

  • us-stock_pit-gp_mev: Gross profit to market capitalization ratio of U.S. stocks

  • us-stock_pit-gp_ppen: The ratio of gross profit to tangible assets of U.S. stocks

  • us-stock_pit-gp_sale: Gross profit margin relative to revenue of U.S. stocks

  • us-stock_pit-gpoa_ch5: 5-Year Change in Total Asset Return of U.S. Stocks

  • us-stock_pit-int_debt: Interest expense ratio relative to total debt of U.S. stocks

  • us-stock_pit-int_debtlt: Interest expense ratio compared to long-term debt of U.S. stocks

  • us-stock_pit-intan_gr1a: 1-Year Intangible Asset Growth Rate of U.S. Stocks

  • us-stock_pit-intan_gr3a: 3-Year Growth Rate of Intangible Assets in U.S. Stocks

  • us-stock_pit-intrinsic_value: Intrinsic value of U.S. stocks

  • us-stock_pit-inv_act: The ratio of inventory assets to current assets of U.S. stocks

  • us-stock_pit-inv_days: Inventory turnover days of U.S. stocks

  • us-stock_pit-inv_gr1: Inventory growth rate of U.S. stocks

  • us-stock_pit-inv_gr1a: 1-Year Inventory Growth Rate of U.S. Stocks

  • us-stock_pit-inv_gr3a: 3-Year Inventory Growth Rate of U.S. Stocks

  • us-stock_pit-inv_turnover: Inventory turnover ratio of U.S. stocks

  • us-stock_pit-ival_me: Intrinsic value ratio compared to the market capitalization of U.S. stocks

  • us-stock_pit-kz_index: Kaplan-Zingales Index of U.S. Stocks (Financial Constraint Indicator)

  • us-stock_pit-lnoa_gr1a: The one-year growth rate of net operating assets of U.S. stocks

  • us-stock_pit-lt_gr1: Daily long-term debt growth rate of U.S. stocks over one year

  • us-stock_pit-lt_gr3: Daily long-term debt growth rate of U.S. stocks over 3 years

  • us-stock_pit-lt_ppen: The ratio of non-current liabilities to tangible assets of U.S. stocks

  • us-stock_pit-nca_gr1: 1-Year Growth Rate of Current Assets in U.S. Stocks

  • us-stock_pit-nca_gr3: 3-Year Growth Rate of Current Assets in U.S. Stocks

  • us-stock_pit-ncl_gr1: 1-year current liabilities growth rate of U.S. stocks

  • us-stock_pit-ncl_gr3: 3-Year Current Liabilities Growth Rate of U.S. Stocks

  • us-stock_pit-ncoa_gr1a: 1-Year Growth Rate of Non-Current Operating Assets of U.S. Stocks

  • us-stock_pit-ncoa_gr3a: The 3-year average annual growth rate of non-current operating assets in U.S. stocks

  • us-stock_pit-ncol_gr1a: 1-Year Non-Current Operating Liabilities Growth Rate of U.S. Stocks

  • us-stock_pit-ncol_gr3a: The 3-year average annual growth rate of non-current operating liabilities for U.S. stocks

  • us-stock_pit-netdebt_me: Net Debt to Market Value Ratio of U.S. Stocks

  • us-stock_pit-nfna_gr1a: 1-Year Net Financial Asset Growth Rate of U.S. Stocks

  • us-stock_pit-nfna_gr3a: The 3-year average annual growth rate of net financial assets in U.S. stocks

  • us-stock_pit-ni_ar1: Autocorrelation coefficient of net income of U.S. stocks

  • us-stock_pit-ni_at: Net income to total assets ratio of U.S. stocks

  • us-stock_pit-ni_be: Return on Equity ratio of U.S. stocks

  • us-stock_pit-ni_gr1a: 1-Year Growth Rate of Daily Net Income for U.S. Stocks

  • us-stock_pit-ni_gr3a: 3-Year Net Income Growth Rate of U.S. Stocks

  • us-stock_pit-ni_inc8q: Whether the net profit of U.S. stocks has increased for eight consecutive quarters

  • us-stock_pit-ni_ivol: Volatility of net income in U.S. stocks

  • us-stock_pit-ni_me: The ratio of net income to market value of U.S. stocks

  • us-stock_pit-ni_sale: The ratio of net income to revenue for U.S. stocks

  • us-stock_pit-niq_at: Quarterly net income to total assets ratio of U.S. stocks

  • us-stock_pit-niq_at_chg1: Year-over-year change in the quarterly net income to total assets ratio of U.S. stocks

  • us-stock_pit-niq_be: Quarterly net income to equity ratio of U.S. stocks

  • us-stock_pit-niq_be_chg1: Year-over-year change in the quarterly net income to equity ratio of U.S. stocks

  • us-stock_pit-niq_saleq_std: Standard deviation of the quarterly net income to revenue ratio of U.S. stocks

  • us-stock_pit-niq_su: Quarterly earnings surprise of U.S. stocks

  • us-stock_pit-nix_be: Net income ratio excluding special items to equity for U.S. stocks

  • us-stock_pit-nix_gr1a: 1-Year Special Profit and Loss Growth Rate of U.S. Stocks

  • us-stock_pit-nix_gr3a: The 3-year average annual growth rate of net income excluding special items for U.S. stocks

  • us-stock_pit-nix_me: Net income excluding special items to market value ratio of U.S. stocks

  • us-stock_pit-nix_sale: Net profit margin excluding special items relative to revenue for U.S. stocks

  • us-stock_pit-nncoa_gr1a: 1-Year Net Non-Current Operating Asset Growth Rate of U.S. Stocks

  • us-stock_pit-nncoa_gr3a: 3-Year Average Annual Growth Rate of Net Non-Current Operating Assets in U.S. Stocks

  • us-stock_pit-noa_at: The ratio of net operating assets to total assets of U.S. stocks

  • us-stock_pit-noa_gr1a: 1-Year Net Operating Asset Growth Rate of U.S. Stocks

  • us-stock_pit-noa_gr3a: The 3-year average annual growth rate of net operating assets in U.S. stocks

  • us-stock_pit-nri_at: The ratio of non-recurring items to total assets of U.S. stocks

  • us-stock_pit-nwc_at: The ratio of net working capital to total assets of U.S. stocks

  • us-stock_pit-nwc_gr1a: 1-Year Net Working Capital Growth Rate of U.S. Stocks

  • us-stock_pit-nwc_gr3a: 3-Year Average Annual Growth Rate of Net Working Capital for U.S. Stocks

  • us-stock_pit-o_score: Ohlson O-Score of U.S. stocks (bankruptcy risk indicator)

  • us-stock_pit-oa_gr1a: 1-Year Operating Asset Growth Rate of U.S. Stocks

  • us-stock_pit-oa_gr3a: 3-Year Average Annual Growth Rate of Operating Assets in U.S. Stocks

  • us-stock_pit-oaccruals_at: The ratio of operating income to total assets of U.S. stocks

  • us-stock_pit-oaccruals_ni: The ratio of operating income to net income for U.S. stocks

  • us-stock_pit-ocf_at: Operating cash flow to total assets ratio of U.S. stocks

  • us-stock_pit-ocf_at_chg1: The one-year change in the operating cash flow to total assets ratio of U.S. stocks

  • us-stock_pit-ocf_be: Operating cash flow ratio to equity for U.S. stocks

  • us-stock_pit-ocf_cl: Operating cash flow ratio compared to current liabilities of U.S. stocks

  • us-stock_pit-ocf_debt: Operating cash flow ratio to total debt of U.S. stocks

  • us-stock_pit-ocf_gr1a: 1-Year Operating Cash Flow Growth Rate of U.S. Stocks

  • us-stock_pit-ocf_gr3a: 3-Year Average Annual Growth Rate of Operating Cash Flow for U.S. Stocks

  • us-stock_pit-ocf_me: Operating cash flow to market value ratio of U.S. stocks

  • us-stock_pit-ocf_mev: Operating cash flow to market capitalization ratio of U.S. stocks

  • us-stock_pit-ocf_sale: Operating cash flow ratio compared to revenue of U.S. stocks

  • us-stock_pit-ocfq_saleq_std: Standard deviation of operating cash flow relative to quarterly revenue of U.S. stocks

  • us-stock_pit-ol_gr1a: 1-Year Operating Liability Growth Rate of U.S. Stocks

  • us-stock_pit-ol_gr3a: The 3-year average annual growth rate of operating liabilities for U.S. stocks

  • us-stock_pit-op_at: Operating profit margin relative to total assets of U.S. stocks

  • us-stock_pit-op_atl1: Operating profit margin compared to total assets of the previous year for U.S. stocks

  • us-stock_pit-ope_be: Operating profit margin relative to equity for U.S. stocks

  • us-stock_pit-ope_bel1: Operating profit margin of U.S. stocks compared to last year's equity

  • us-stock_pit-ope_gr1a: 1-Year Operating Profit Growth Rate of U.S. Stocks

  • us-stock_pit-ope_gr3a: The 3-year average annual growth rate of operating profit for U.S. stocks

  • us-stock_pit-ope_me: Operating profit to market value ratio of U.S. stocks

  • us-stock_pit-opex_at: Operating expense ratio relative to total assets of U.S. stocks

  • us-stock_pit-opex_gr1: 1-Year Growth Rate of Daily Operating Expenses for U.S. Stocks

  • us-stock_pit-opex_gr3: 3-Year Operating Expense Growth Rate of U.S. Stocks

  • us-stock_pit-pi_nix: The ratio of special items to net income excluding special items for U.S. stocks

  • us-stock_pit-pi_sale: Pre-tax profit margin relative to revenue for U.S. stocks

  • us-stock_pit-ppeg_gr1a: 1-Year Growth Rate of Tangible Assets in U.S. Stocks

  • us-stock_pit-ppeg_gr3a: 3-Year Growth Rate of Tangible Assets in U.S. Stocks

  • us-stock_pit-ppeinv_gr1a: 1-Year Growth Rate of Tangible Assets and Inventory of U.S. Stocks

  • us-stock_pit-ppen_mev: Ratio of tangible assets to market capitalization of U.S. stocks

  • us-stock_pit-profit_cl: Net income ratio compared to current liabilities of U.S. stocks

  • us-stock_pit-pstk_bev: The ratio of preferred shares to the market value of U.S. stocks

  • us-stock_pit-pstk_gr1: 1-Year Growth Rate of Daily Preferred Stocks in the U.S.

  • us-stock_pit-pstk_gr3: 3-Year Growth Rate of Daily Preferred Stocks in the U.S. Market

  • us-stock_pit-pstk_mev: The ratio of preferred shares to the market capitalization of U.S. stocks

  • us-stock_pit-rd5_at: The ratio of cumulative research and development expenses to total assets for U.S. stocks over five years

  • us-stock_pit-rd_at: The ratio of research and development expenses to total assets of U.S. stocks

  • us-stock_pit-rd_me: Research and Development Expense to Market Value Ratio of U.S. Stocks

  • us-stock_pit-rd_sale: The ratio of research and development expenses to sales in U.S. stocks

  • us-stock_pit-rec_act: The ratio of accounts receivable to current assets in U.S. stocks

  • us-stock_pit-rec_days: Days Sales Outstanding (DSO) of U.S. Stocks

  • us-stock_pit-rec_gr1a: 1-year accounts receivable growth rate of U.S. stocks

  • us-stock_pit-rec_gr3a: The 3-year revenue growth rate of U.S. stocks

  • us-stock_pit-rec_turnover: Accounts receivable turnover ratio of U.S. stocks

  • us-stock_pit-roa_ch5: 5-Year Change in Total Asset Return of U.S. Stocks

  • us-stock_pit-roe_be_std: The standard deviation of the annual return on equity for U.S. stocks

  • us-stock_pit-roe_ch5: 5-Year Change in Return on Equity for U.S. Stocks

  • us-stock_pit-roeq_be_std: The standard deviation of quarterly return on equity for U.S. stocks

  • us-stock_pit-sale_be: Return on equity of U.S. stocks

  • us-stock_pit-sale_bev: Revenue to enterprise value ratio of U.S. stocks

  • us-stock_pit-sale_gr1: Year-over-year growth rate of daily sales for U.S. stocks

  • us-stock_pit-sale_gr3: 3-Year Growth Rate of Daily Sales for U.S. Stocks

  • us-stock_pit-sale_me: Revenue to Market Value Ratio of U.S. Stocks

  • us-stock_pit-sale_mev: Revenue to Market Capitalization Ratio of U.S. Stocks

  • us-stock_pit-sale_nwc: The turnover rate of net working capital in U.S. stocks

  • us-stock_pit-saleq_su: Quarterly revenue surprise of U.S. stocks

  • us-stock_pit-sga_gr1: 1-Year Growth Rate of Daily Selling and Administrative Expenses for U.S. Stocks

  • us-stock_pit-sga_gr3: 3-Year Selling, General and Administrative Expense Growth Rate of U.S. Stocks

  • us-stock_pit-spi_at: The ratio of special items to total assets of U.S. stocks

  • us-stock_pit-sti_gr1a: 1-Year Growth Rate of Short-Term Investments in U.S. Stocks

  • us-stock_pit-taccruals_at: Ratio of total liabilities to total assets of U.S. stocks

  • us-stock_pit-taccruals_ni: The ratio of total expenses to net income for U.S. stocks

  • us-stock_pit-tangibility: The ratio of tangible assets in U.S. stocks

  • us-stock_pit-tax_gr1a: 1-Year Corporate Tax Growth Rate of U.S. Stocks

  • us-stock_pit-tax_gr3a: The 3-year average annual increase rate of corporate tax expenses for U.S. stocks

  • us-stock_pit-tax_pi: Corporate tax rate compared to pre-tax earnings of U.S. stocks

  • us-stock_pit-txditc_gr1a: 1-Year Deferred Corporate Tax Growth Rate of U.S. Stocks

  • us-stock_pit-txditc_gr3a: The 3-year average annual growth rate of deferred corporate tax and investment tax credits for U.S. stocks

  • us-stock_pit-txp_gr1a: The one-year growth rate of deferred corporate taxes for U.S. stocks

  • us-stock_pit-txp_gr3a: The three-year average annual growth rate of corporate tax payments for U.S. stocks

  • us-stock_pit-xido_at: Special items and discontinued operations ratio compared to total assets of U.S. stocks

  • us-stock_pit-z_score: Altman Z-Score of US stocks (bankruptcy risk indicator)

Reference and Formula

Note

  • The paper calculate factor using annual data, but Finterlabs provides factors calculated using quarterly data. Therefore, we do not provide factors for items that do not have quarterly data available.

  • For factors calculated using me_company(such as _me, _mev and etc.), their column is provided as gvkeyiid.

  • In the paper, me_company was used on a monthly basis, but we provide factors calculated using daily me_company.

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Last updated 19 days ago

Jensen, Theis Ingerslev, Bryan Kelly, and Lasse Heje Pedersen. "Is there a replication crisis in finance?." The Journal of Finance 78.5 (2023): 2465-2518.
Jensen, Theis Ingerslev, Bryan Kelly, and Lasse Heje Pedersen. "Global Factor Data Documentation." (2021).