Financial Statement

Summary

This dataset provides 90 days delayed financial statements for US stocks, including various financial metrics and indicators.

Most US companies disclose their IR materials within 90 days after the end of the quarter, but for some that do not, there may be a look-ahead bias. Therefore, it is not recommended to use this data for modeling purposes, but rather for research purposes.

Example code

from finter.data import ContentFactory
cf = ContentFactory("us_stock", 20200101, 20200201)
df = cf.get_df("atq")

Metadata

Valid From	Delivery Schedule	Time Zone	Data Frequency
1982-01-31			1d

Item List

Balance Sheet Items

• Assets

  • atq: Total Assets

  • actq: Current Assets

  • rectq: Accounts Receivable

  • cheq: Cash and Short-Term Investment

  • invtq: Inventories

  • ancq: Non-Current Assets

  • intanq: Intangible Assets

  • ivaoq: Investment and Advances

  • ivstq: Short-Term Investments

  • ppegtq: Property, Plant and Equipment Gross

  • ppentq: Property, Plant and Equipment Net

• Liabilities

  • ltq: Total Liabilities

  • lctq: Current Liabilities

  • apq: Accounts Payable

  • dlcq: Short-Term Debt

  • txpq: Income Taxes Payable

  • dlttq: Long-Term Debt

  • txditcq: Deferred Taxes and Investment Credit

• Equity

  • pstkq: Preferred Stock

  • seqq: Shareholders Equity

Income Statement Items

• revtq: Sales

• cogsq: Cost of Goods Sold

• gpq: Gross Profit

• xsgaq: Selling, General and Administrative Expenses

• xrdq: Research and Development Expenses

• xstq: Staff Expense - Wages/Salaries

• xstoq: Staff Expense - Other

• spiq: Special Items

• xoprq: Operating Expenses

• oibdpq: Operating Income Before Depreciation

• dpq: Depreciation and Amortization

• oiadpq: Operating Income After Depreciation

• xintq: Interest Expenses

• piq: Earnings before Tax and Extraordinary Items

• txtq: Income Tax

• xidoq: Extraordinary Items and Discontinued Operations

• ibq: Net Income

• niq: Net Income Including Extraordinary Items

• dvtq: Total Dividends

• saleq: Net Sales

• req: Retained Earnings

Earning Per Shares Items

• epsf12: Earnings Per Share (Diluted) - Excluding Extraordinary Items - 12 Months Moving

• epsfi12: Earnings Per Share (Diluted) - Including Extraordinary Items - 12 Months Moving

• epsfiq: Earnings Per Share (Diluted) - Including Extraordinary Items

• epsfxq: Earnings Per Share (Diluted) - Excluding Extraordinary items

• epspi12: Earnings Per Share (Basic) - Including Extraordinary Items - 12 Months Moving

• epspiq: Earnings Per Share (Basic) - Including Extraordinary Items

• epspxq: Earnings Per Share (Basic) - Excluding Extraordinary Items

• epsx12: Earnings Per Share (Basic) - Excluding Extraordinary Items - 12 Months Moving

• oepsxq: Earnings Per Share (Diluted) - from Operations

• opepsq: Earnings Per Share from Operations

• oepf12: Earnings Per Share (Diluted) - from Operations - 12 Months Moving

• oeps12: Earnings Per Share from Operations - 12 Months Moving

Note

• We provide Financial CM converted into USD. According to Compustat’s policy, balance sheet items are converted using a 12-month exchange rate, while income statement and cash flow items are converted using the monthly exchange rate.

• Unit : 1 million