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