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p_balance_sheet

  • Description: Retrieves balance sheet data for given symbol(s)
  • Return: pandas.DataFrame
  • Arguments
Argument Type Default Required Options
frequency str a optional Annual - a
Quarter - q
trailing bool True optional True
False
aapl = Ticker('aapl', username='username@yahoo.com', password='password')
df = aapl.p_balance_sheet()
df.head()
symbol asOfDate periodType AccountsPayable AccountsReceivable AccumulatedDepreciation AdditionalPaidInCapital AllowanceForDoubtfulAccountsReceivable AvailableForSaleSecurities BuildingsAndImprovements CapitalStock CashAndCashEquivalents CashCashEquivalentsAndShortTermInvestments CashEquivalents CashFinancial CommercialPaper CommonStock CommonStockEquity CurrentAccruedExpenses CurrentAssets CurrentDebt CurrentDebtAndCapitalLeaseObligation CurrentDeferredAssets CurrentDeferredLiabilities CurrentDeferredRevenue CurrentDeferredTaxesAssets CurrentLiabilities CurrentNotesPayable FinishedGoods ForeignCurrencyTranslationAdjustments GainsLossesNotAffectingRetainedEarnings Goodwill GoodwillAndOtherIntangibleAssets GrossAccountsReceivable GrossPPE IncomeTaxPayable Inventory InvestedCapital InvestmentinFinancialAssets InvestmentsAndAdvances LandAndImprovements Leases LongTermDebt LongTermDebtAndCapitalLeaseObligation MachineryFurnitureEquipment NetDebt NetPPE NetTangibleAssets NonCurrentDeferredAssets NonCurrentDeferredLiabilities NonCurrentDeferredRevenue NonCurrentDeferredTaxesAssets NonCurrentDeferredTaxesLiabilities NonCurrentPrepaidAssets OrdinarySharesNumber OtherCurrentAssets OtherCurrentBorrowings OtherCurrentLiabilities OtherEquityAdjustments OtherEquityInterest OtherIntangibleAssets OtherNonCurrentAssets OtherNonCurrentLiabilities OtherPayable OtherProperties OtherReceivables OtherShortTermInvestments Payables PayablesAndAccruedExpenses PensionandOtherPostRetirementBenefitPlansCurrent PreferredStock PreferredStockEquity PrepaidAssets Properties RawMaterials Receivables RetainedEarnings ShareIssued StockholdersEquity TangibleBookValue TotalAssets TotalCapitalization TotalDebt TotalEquityGrossMinorityInterest TotalLiabilitiesNetMinorityInterest TotalNonCurrentAssets TotalNonCurrentLiabilitiesNetMinorityInterest TotalTaxPayable TradeandOtherPayablesNonCurrent WorkInProcess WorkingCapital
aapl 1985-09-30 00:00:00 12M nan nan -8.52e+07 nan nan nan nan nan 3.37e+08 3.37e+08 nan nan nan nan 5.505e+08 nan 8.221e+08 nan nan nan nan nan nan 2.954e+08 nan nan nan nan nan nan nan 1.756e+08 nan 1.67e+08 5.505e+08 nan nan nan nan nan nan nan nan 9.04e+07 5.505e+08 nan 9.03e+07 nan nan 9.03e+07 nan 3.4636e+09 9.79e+07 nan nan nan 2.302e+08 nan 2.37e+07 nan nan nan nan nan nan nan nan nan nan nan nan nan 2.202e+08 3.203e+08 3.4636e+09 5.505e+08 5.505e+08 9.362e+08 5.505e+08 nan 5.505e+08 3.857e+08 1.141e+08 9.03e+07 nan nan nan 5.267e+08
aapl 1986-09-30 00:00:00 12M nan nan -1.147e+08 nan nan nan nan nan 5.762e+08 5.762e+08 nan nan nan nan 6.941e+08 nan 1.0409e+09 nan nan nan nan nan nan 3.285e+08 nan nan nan nan nan nan nan 2.22e+08 nan 1.087e+08 6.941e+08 nan nan nan nan nan nan nan nan 1.073e+08 6.941e+08 nan 1.375e+08 nan nan 1.375e+08 nan 3.50717e+09 9.29e+07 nan nan nan 2.198e+08 nan 1.19e+07 nan nan nan nan nan nan nan nan nan nan nan nan nan 2.631e+08 4.743e+08 3.50717e+09 6.941e+08 6.941e+08 1.1601e+09 6.941e+08 nan 6.941e+08 4.66e+08 1.192e+08 1.375e+08 nan nan nan 7.124e+08
aapl 1987-09-30 00:00:00 12M nan nan -1.587e+08 nan nan nan nan nan 5.651e+08 5.651e+08 nan nan nan nan 8.365e+08 nan 1.3074e+09 nan nan nan nan nan nan 4.787e+08 nan nan nan nan nan nan nan 2.891e+08 nan 2.258e+08 8.365e+08 nan nan nan nan nan nan nan nan 1.304e+08 8.365e+08 nan 1.628e+08 nan nan 1.628e+08 nan 3.53046e+09 1.109e+08 nan nan nan 2.634e+08 nan 4.01e+07 -100000 nan nan nan nan nan nan nan nan nan nan nan nan 4.056e+08 5.731e+08 3.53046e+09 8.365e+08 8.365e+08 1.4779e+09 8.365e+08 nan 8.365e+08 6.414e+08 1.705e+08 1.627e+08 nan nan nan 8.287e+08
aapl 1988-09-30 00:00:00 12M nan nan -2.13e+08 nan nan nan nan nan 5.457e+08 5.457e+08 nan nan nan nan 1.0034e+09 nan 1.783e+09 1.279e+08 1.279e+08 nan nan nan nan 8.271e+08 nan nan nan nan nan nan nan 4.204e+08 nan 4.615e+08 1.1313e+09 nan nan nan nan nan nan nan nan 2.074e+08 1.0034e+09 nan 2.516e+08 nan nan 2.516e+08 nan 3.4375e+09 1.37e+08 nan 6.992e+08 nan 2.269e+08 nan 9.17e+07 nan nan nan nan nan nan nan nan nan nan nan nan nan 6.388e+08 7.765e+08 3.4375e+09 1.0034e+09 1.0034e+09 2.0821e+09 1.0034e+09 1.279e+08 1.0034e+09 1.0787e+09 2.991e+08 2.516e+08 nan nan nan 9.559e+08
aapl 1989-09-30 00:00:00 12M 3.342e+08 nan -3.091e+08 nan nan nan nan nan 4.383e+08 4.383e+08 nan nan nan nan 1.4857e+09 nan 2.2944e+09 5.68e+07 5.68e+07 nan nan nan nan 8.953e+08 nan nan nan nan nan nan nan 6.433e+08 nan 4.754e+08 1.5425e+09 nan nan nan nan nan nan nan nan 3.342e+08 1.4857e+09 nan 3.629e+08 nan nan 3.629e+08 nan 3.53556e+09 5.879e+08 nan 5.043e+08 nan 3.098e+08 nan 1.153e+08 nan nan nan nan nan 3.342e+08 3.342e+08 nan nan nan nan nan nan 7.928e+08 1.1759e+09 3.53556e+09 1.4857e+09 1.4857e+09 2.7439e+09 1.4857e+09 5.68e+07 1.4857e+09 1.2582e+09 4.495e+08 3.629e+08 nan nan nan 1.3991e+09

p_cash_flow

  • Description: Retrieves cash flow data for given symbol(s)
  • Return: pandas.DataFrame
  • Arguments
Argument Type Default Required Options
frequency str a optional Annual - a
Quarter - q
trailing bool True optional True
False
aapl = Ticker('aapl', username='username@yahoo.com', password='password')
df = aapl.p_cash_flow()
df.head()
symbol asOfDate periodType BeginningCashPosition CapitalExpenditure CashDividendsPaid CashFlowFromContinuingFinancingActivities ChangeInAccountPayable ChangeInCashSupplementalAsReported ChangeInInventory ChangeInWorkingCapital ChangesInAccountReceivables CommonStockIssuance DeferredIncomeTax DepreciationAndAmortization EndCashPosition FreeCashFlow InvestingCashFlow NetIncome NetOtherFinancingCharges NetOtherInvestingChanges OperatingCashFlow OtherNonCashItems PurchaseOfBusiness PurchaseOfInvestment RepaymentOfDebt RepurchaseOfCapitalStock SaleOfInvestment StockBasedCompensation
aapl 1985-09-30 00:00:00 12M nan nan nan nan nan nan nan nan nan nan nan nan nan nan nan 6.12e+07 nan nan nan nan nan nan nan nan nan nan
aapl 1986-09-30 00:00:00 12M nan nan nan nan nan nan nan nan nan nan nan nan nan nan nan 1.54e+08 nan nan nan nan nan nan nan nan nan nan
aapl 1987-09-30 00:00:00 12M nan nan nan nan nan nan nan nan nan nan nan nan nan nan nan 2.175e+08 nan nan nan nan nan nan nan nan nan nan
aapl 1988-09-30 00:00:00 12M nan nan nan nan nan nan nan nan nan nan nan nan nan nan nan 4.003e+08 nan nan nan nan nan nan nan nan nan nan
aapl 1989-09-30 00:00:00 12M 3.724e+08 -2.39e+08 -5.03e+07 -3.83e+07 nan 6.59e+07 -1.39e+07 -1.09e+08 nan 9.6e+07 1.113e+08 1.248e+08 0 2.683e+08 -4.031e+08 4.54e+08 nan 3.32e+07 5.073e+08 100000 nan -9.847e+08 nan -1.29e+07 7.874e+08 nan

p_income_statement

  • Description: Retrieves income statement data for most recent four quarters or most recent four years as well as trailing 12 months.
  • Return: pandas.DataFrame
  • Arguments
Argument Type Default Required Options
frequency str a optional Annual - a
Quarter - q
trailing bool True optional True
False
aapl = Ticker('aapl', username='username@yahoo.com', password='password')
df = aapl.income_statement()
df.head()
symbol asOfDate periodType BasicAverageShares BasicEPS CostOfRevenue DepreciationAmortizationDepletionIncomeStatement DepreciationAndAmortizationInIncomeStatement DilutedAverageShares DilutedEPS DilutedNIAvailtoComStockholders EBIT EBITDA EarningsFromEquityInterest GainOnSaleOfSecurity GrossProfit InterestExpense InterestExpenseNonOperating InterestIncome InterestIncomeNonOperating NetIncome NetIncomeCommonStockholders NetIncomeContinuousOperations NetIncomeExtraordinary NetIncomeFromContinuingAndDiscontinuedOperation NetIncomeFromContinuingOperationNetMinorityInterest NetIncomeFromTaxLossCarryforward NetIncomeIncludingNoncontrollingInterests NetInterestIncome NetNonOperatingInterestIncomeExpense NormalizedEBITDA NormalizedIncome OperatingExpense OperatingIncome OperatingRevenue OtherIncomeExpense OtherNonOperatingIncomeExpenses OtherOperatingExpenses OtherSpecialCharges PretaxIncome ReconciledCostOfRevenue ReconciledDepreciation ResearchAndDevelopment RestructuringAndMergernAcquisition SellingGeneralAndAdministration SpecialIncomeCharges TaxEffectOfUnusualItems TaxProvision TaxRateForCalcs TotalExpenses TotalOperatingIncomeAsReported TotalOtherFinanceCost TotalRevenue TotalUnusualItems TotalUnusualItemsExcludingGoodwill
aapl 1985-09-30 00:00:00 12M 3.4272e+09 0.017857 1.076e+09 4.18e+07 4.18e+07 3.4272e+09 0.017857 6.12e+07 1.473e+08 nan nan nan 8.423e+08 nan nan nan nan 6.12e+07 6.12e+07 6.12e+07 nan 6.12e+07 6.12e+07 nan 6.12e+07 nan nan 2.163e+08 7.752e+07 6.95e+08 1.473e+08 1.9183e+09 -2.72e+07 nan nan nan 1.2e+08 1.076e+09 4.18e+07 nan nan 6.532e+08 -2.72e+07 -1.088e+07 5.88e+07 0.4 1.771e+09 1.473e+08 nan 1.9183e+09 -2.72e+07 -2.72e+07
aapl 1986-09-30 00:00:00 12M 3.59333e+09 0.042857 8.4e+08 5.11e+07 5.11e+07 3.59333e+09 0.042857 1.54e+08 2.735e+08 nan nan nan 1.0619e+09 nan nan nan nan 1.54e+08 1.54e+08 1.54e+08 nan 1.54e+08 1.54e+08 nan 1.54e+08 nan nan 2.884e+08 1.3228e+08 7.884e+08 2.735e+08 1.9019e+09 3.62e+07 nan nan nan 3.098e+08 8.4e+08 5.11e+07 nan nan 7.373e+08 3.62e+07 1.448e+07 1.558e+08 0.4 1.6284e+09 2.735e+08 nan 1.9019e+09 3.62e+07 3.62e+07
aapl 1987-09-30 00:00:00 12M 3.66867e+09 0.059286 1.2257e+09 7.05e+07 7.05e+07 3.66867e+09 0.059286 2.175e+08 3.715e+08 nan nan nan 1.4354e+09 nan nan nan nan 2.175e+08 2.175e+08 2.175e+08 nan 2.175e+08 2.175e+08 nan 2.175e+08 nan nan 4.031e+08 1.9416e+08 1.0639e+09 3.715e+08 2.6611e+09 3.89e+07 nan nan nan 4.104e+08 1.2257e+09 7.05e+07 nan nan 9.934e+08 3.89e+07 1.556e+07 1.929e+08 0.4 2.2896e+09 3.715e+08 nan 2.6611e+09 3.89e+07 3.89e+07
aapl 1988-09-30 00:00:00 12M 3.63909e+09 0.11 1.9132e+09 7.77e+07 7.77e+07 3.63909e+09 0.11 4.003e+08 6.203e+08 nan nan nan 2.1582e+09 nan nan nan nan 4.003e+08 4.003e+08 4.003e+08 nan 4.003e+08 4.003e+08 nan 4.003e+08 nan nan 6.622e+08 3.78461e+08 1.5379e+09 6.203e+08 4.0714e+09 3.58e+07 nan nan nan 6.562e+08 1.9132e+09 7.77e+07 nan nan 1.4602e+09 3.58e+07 1.3961e+07 2.559e+08 0.389973 3.4511e+09 6.203e+08 nan 4.0714e+09 3.58e+07 3.58e+07
aapl 1989-09-30 00:00:00 12M 3.59096e+09 0.126429 2.57e+09 1.248e+08 1.248e+08 3.59096e+09 0.126429 4.54e+08 6.343e+08 nan nan nan 2.714e+09 nan nan nan nan 4.54e+08 4.54e+08 4.54e+08 nan 4.54e+08 4.54e+08 nan 4.54e+08 nan nan 6.491e+08 3.86903e+08 2.0797e+09 6.343e+08 5.284e+09 1.1e+08 nan nan nan 7.443e+08 2.57e+09 1.248e+08 nan nan 1.9549e+09 1.1e+08 4.29034e+07 2.903e+08 0.390031 4.6497e+09 6.343e+08 nan 5.284e+09 1.1e+08 1.1e+08

p_valuation_measures

  • Description: Retrieves valuation measures for given symbol(s)
  • Return: pandas.DataFrame
  • Arguments:
Argument Type Default Required Options
frequency str q optional Annual - a
Quarter - q
Monthly - m
aapl = Ticker('aapl', username='username@yahoo.com', password='password')
df = aapl.p_valuation_measures()
df.head()
symbol asOfDate periodType EnterpriseValue EnterprisesValueEBITDARatio EnterprisesValueRevenueRatio ForwardPeRatio MarketCap PbRatio PeRatio PegRatio PsRatio
aapl 1985-09-30 00:00:00 3M 6.37162e+08 -0.468054 1.55519 nan 9.74162e+08 1.7696 15.7505 nan 0.502489
aapl 1985-12-31 00:00:00 3M 1.02207e+09 1.91435 1.91435 nan 1.35907e+09 2.4688 18.9658 nan 0.774886
aapl 1986-03-31 00:00:00 3M 1.43289e+09 3.50425 3.50425 nan 1.76989e+09 3.21505 19.0878 nan 1.02454
aapl 1986-06-30 00:00:00 3M 1.94685e+09 4.34274 4.34274 nan 2.28385e+09 4.14868 15.7348 nan 1.26824
aapl 1986-09-30 00:00:00 3M 1.52184e+09 -1.3617 2.97932 nan 2.09804e+09 3.02267 13.9584 nan 1.13023

Multiple

p_all_financial_data

  • Description: Retrieve all financial data, including income statement, balance sheet, cash flow, and valuation measures.
  • Return: pandas.DataFrame
  • Arguments
Argument Type Default Required Options
frequency str a optional Annual - a
Quarter - q

Warning

No trailing twelve month (TTM) data will be returned with this method

aapl = Ticker('aapl', username='username@yahoo.com', password='password')
aapl.p_all_financial_data()
symbol asOfDate periodType AccountsPayable AccountsReceivable AccumulatedDepreciation AdditionalPaidInCapital AllowanceForDoubtfulAccountsReceivable AvailableForSaleSecurities BasicAverageShares BasicEPS BeginningCashPosition BuildingsAndImprovements CapitalExpenditure CapitalStock CashAndCashEquivalents CashCashEquivalentsAndShortTermInvestments CashDividendsPaid CashEquivalents CashFinancial CashFlowFromContinuingFinancingActivities ChangeInAccountPayable ChangeInCashSupplementalAsReported ChangeInInventory ChangeInWorkingCapital ChangesInAccountReceivables CommercialPaper CommonStock CommonStockEquity CommonStockIssuance CostOfRevenue CurrentAccruedExpenses CurrentAssets CurrentDebt CurrentDebtAndCapitalLeaseObligation CurrentDeferredAssets CurrentDeferredLiabilities CurrentDeferredRevenue CurrentDeferredTaxesAssets CurrentLiabilities CurrentNotesPayable DeferredIncomeTax DepreciationAmortizationDepletionIncomeStatement DepreciationAndAmortization DepreciationAndAmortizationInIncomeStatement DilutedAverageShares DilutedEPS DilutedNIAvailtoComStockholders EBIT EarningsFromEquityInterest EndCashPosition EnterpriseValue EnterprisesValueEBITDARatio EnterprisesValueRevenueRatio FinishedGoods ForeignCurrencyTranslationAdjustments ForwardPeRatio FreeCashFlow GainOnSaleOfSecurity GainsLossesNotAffectingRetainedEarnings Goodwill GoodwillAndOtherIntangibleAssets GrossAccountsReceivable GrossPPE GrossProfit IncomeTaxPayable InterestExpense InterestExpenseNonOperating InterestIncome InterestIncomeNonOperating Inventory InvestedCapital InvestingCashFlow InvestmentinFinancialAssets InvestmentsAndAdvances LandAndImprovements Leases LongTermDebt LongTermDebtAndCapitalLeaseObligation MachineryFurnitureEquipment MarketCap NetDebt NetIncome NetIncomeCommonStockholders NetIncomeContinuousOperations NetIncomeExtraordinary NetIncomeFromContinuingAndDiscontinuedOperation NetIncomeFromContinuingOperationNetMinorityInterest NetIncomeFromTaxLossCarryforward NetIncomeIncludingNoncontrollingInterests NetInterestIncome NetNonOperatingInterestIncomeExpense NetOtherFinancingCharges NetOtherInvestingChanges NetPPE NetTangibleAssets NonCurrentDeferredAssets NonCurrentDeferredLiabilities NonCurrentDeferredRevenue NonCurrentDeferredTaxesAssets NonCurrentDeferredTaxesLiabilities NonCurrentPrepaidAssets NormalizedEBITDA NormalizedIncome OperatingCashFlow OperatingExpense OperatingIncome OperatingRevenue OrdinarySharesNumber OtherCurrentAssets OtherCurrentBorrowings OtherCurrentLiabilities OtherEquityAdjustments OtherEquityInterest OtherIncomeExpense OtherIntangibleAssets OtherNonCashItems OtherNonCurrentAssets OtherNonCurrentLiabilities OtherNonOperatingIncomeExpenses OtherOperatingExpenses OtherPayable OtherProperties OtherReceivables OtherShortTermInvestments OtherSpecialCharges Payables PayablesAndAccruedExpenses PbRatio PeRatio PegRatio PensionandOtherPostRetirementBenefitPlansCurrent PreferredStock PreferredStockEquity PrepaidAssets PretaxIncome Properties PsRatio PurchaseOfBusiness PurchaseOfInvestment RawMaterials Receivables ReconciledCostOfRevenue ReconciledDepreciation RepaymentOfDebt RepurchaseOfCapitalStock ResearchAndDevelopment RestructuringAndMergernAcquisition RetainedEarnings SaleOfInvestment SellingGeneralAndAdministration ShareIssued SpecialIncomeCharges StockBasedCompensation StockholdersEquity TangibleBookValue TaxEffectOfUnusualItems TaxProvision TaxRateForCalcs TotalAssets TotalCapitalization TotalDebt TotalEquityGrossMinorityInterest TotalExpenses TotalLiabilitiesNetMinorityInterest TotalNonCurrentAssets TotalNonCurrentLiabilitiesNetMinorityInterest TotalOperatingIncomeAsReported TotalOtherFinanceCost TotalRevenue TotalTaxPayable TotalUnusualItems TotalUnusualItemsExcludingGoodwill TradeandOtherPayablesNonCurrent WorkInProcess WorkingCapital
aapl 1985-09-30 00:00:00 12M nan nan -8.52e+07 nan nan nan 3.4272e+09 0.017857 nan nan nan nan 3.37e+08 3.37e+08 nan nan nan nan nan nan nan nan nan nan nan 5.505e+08 nan 1.076e+09 nan 8.221e+08 nan nan nan nan nan nan 2.954e+08 nan nan 4.18e+07 nan 4.18e+07 3.4272e+09 0.017857 6.12e+07 1.473e+08 nan nan 6.37162e+08 3.36945 0.332149 nan nan nan nan nan nan nan nan nan 1.756e+08 8.423e+08 nan nan nan nan nan 1.67e+08 5.505e+08 nan nan nan nan nan nan nan nan 9.74162e+08 nan 6.12e+07 6.12e+07 6.12e+07 nan 6.12e+07 6.12e+07 nan 6.12e+07 nan nan nan nan 9.04e+07 5.505e+08 nan 9.03e+07 nan nan 9.03e+07 nan 2.163e+08 7.752e+07 nan 6.95e+08 1.473e+08 1.9183e+09 3.4636e+09 9.79e+07 nan nan nan 2.302e+08 -2.72e+07 nan nan 2.37e+07 nan nan nan nan nan nan nan nan nan nan 1.7696 15.7505 nan nan nan nan nan 1.2e+08 nan 0.502489 nan nan nan 2.202e+08 1.076e+09 4.18e+07 nan nan nan nan 3.203e+08 nan 6.532e+08 3.4636e+09 -2.72e+07 nan 5.505e+08 5.505e+08 -1.088e+07 5.88e+07 0.4 9.362e+08 5.505e+08 nan 5.505e+08 1.771e+09 3.857e+08 1.141e+08 9.03e+07 1.473e+08 nan 1.9183e+09 nan -2.72e+07 -2.72e+07 nan nan 5.267e+08
aapl 1986-09-30 00:00:00 12M nan nan -1.147e+08 nan nan nan 3.59333e+09 0.042857 nan nan nan nan 5.762e+08 5.762e+08 nan nan nan nan nan nan nan nan nan nan nan 6.941e+08 nan 8.4e+08 nan 1.0409e+09 nan nan nan nan nan nan 3.285e+08 nan nan 5.11e+07 nan 5.11e+07 3.59333e+09 0.042857 1.54e+08 2.735e+08 nan nan 1.52184e+09 4.68835 0.800167 nan nan nan nan nan nan nan nan nan 2.22e+08 1.0619e+09 nan nan nan nan nan 1.087e+08 6.941e+08 nan nan nan nan nan nan nan nan 2.09804e+09 nan 1.54e+08 1.54e+08 1.54e+08 nan 1.54e+08 1.54e+08 nan 1.54e+08 nan nan nan nan 1.073e+08 6.941e+08 nan 1.375e+08 nan nan 1.375e+08 nan 2.884e+08 1.3228e+08 nan 7.884e+08 2.735e+08 1.9019e+09 3.50717e+09 9.29e+07 nan nan nan 2.198e+08 3.62e+07 nan nan 1.19e+07 nan nan nan nan nan nan nan nan nan nan 3.02267 13.9584 nan nan nan nan nan 3.098e+08 nan 1.13023 nan nan nan 2.631e+08 8.4e+08 5.11e+07 nan nan nan nan 4.743e+08 nan 7.373e+08 3.50717e+09 3.62e+07 nan 6.941e+08 6.941e+08 1.448e+07 1.558e+08 0.4 1.1601e+09 6.941e+08 nan 6.941e+08 1.6284e+09 4.66e+08 1.192e+08 1.375e+08 2.735e+08 nan 1.9019e+09 nan 3.62e+07 3.62e+07 nan nan 7.124e+08
aapl 1987-09-30 00:00:00 12M nan nan -1.587e+08 nan nan nan 3.66867e+09 0.059286 nan nan nan nan 5.651e+08 5.651e+08 nan nan nan nan nan nan nan nan nan nan nan 8.365e+08 nan 1.2257e+09 nan 1.3074e+09 nan nan nan nan nan nan 4.787e+08 nan nan 7.05e+07 nan 7.05e+07 3.66867e+09 0.059286 2.175e+08 3.715e+08 nan nan 6.55887e+09 14.8391 2.46472 nan nan nan nan nan nan nan nan nan 2.891e+08 1.4354e+09 nan nan nan nan nan 2.258e+08 8.365e+08 nan nan nan nan nan nan nan nan 7.12397e+09 nan 2.175e+08 2.175e+08 2.175e+08 nan 2.175e+08 2.175e+08 nan 2.175e+08 nan nan nan nan 1.304e+08 8.365e+08 nan 1.628e+08 nan nan 1.628e+08 nan 4.031e+08 1.9416e+08 nan 1.0639e+09 3.715e+08 2.6611e+09 3.53046e+09 1.109e+08 nan nan nan 2.634e+08 3.89e+07 nan nan 4.01e+07 -100000 nan nan nan nan nan nan nan nan nan 8.5164 34.036 nan nan nan nan nan 4.104e+08 nan 2.78188 nan nan nan 4.056e+08 1.2257e+09 7.05e+07 nan nan nan nan 5.731e+08 nan 9.934e+08 3.53046e+09 3.89e+07 nan 8.365e+08 8.365e+08 1.556e+07 1.929e+08 0.4 1.4779e+09 8.365e+08 nan 8.365e+08 2.2896e+09 6.414e+08 1.705e+08 1.627e+08 3.715e+08 nan 2.6611e+09 nan 3.89e+07 3.89e+07 nan nan 8.287e+08
aapl 1988-09-30 00:00:00 12M nan nan -2.13e+08 nan nan nan 3.63909e+09 0.11 nan nan nan nan 5.457e+08 5.457e+08 nan nan nan nan nan nan nan nan nan nan nan 1.0034e+09 nan 1.9132e+09 nan 1.783e+09 1.279e+08 1.279e+08 nan nan nan nan 8.271e+08 nan nan 7.77e+07 nan 7.77e+07 3.63909e+09 0.11 4.003e+08 6.203e+08 nan nan 4.89192e+09 7.00848 1.20153 nan nan nan nan nan nan nan nan nan 4.204e+08 2.1582e+09 nan nan nan nan nan 4.615e+08 1.1313e+09 nan nan nan nan nan nan nan nan 5.30972e+09 nan 4.003e+08 4.003e+08 4.003e+08 nan 4.003e+08 4.003e+08 nan 4.003e+08 nan nan nan nan 2.074e+08 1.0034e+09 nan 2.516e+08 nan nan 2.516e+08 nan 6.622e+08 3.78461e+08 nan 1.5379e+09 6.203e+08 4.0714e+09 3.4375e+09 1.37e+08 nan 6.992e+08 nan 2.269e+08 3.58e+07 nan nan 9.17e+07 nan nan nan nan nan nan nan nan nan nan 5.29172 14.0422 nan nan nan nan nan 6.562e+08 nan 1.38063 nan nan nan 6.388e+08 1.9132e+09 7.77e+07 nan nan nan nan 7.765e+08 nan 1.4602e+09 3.4375e+09 3.58e+07 nan 1.0034e+09 1.0034e+09 1.3961e+07 2.559e+08 0.389973 2.0821e+09 1.0034e+09 1.279e+08 1.0034e+09 3.4511e+09 1.0787e+09 2.991e+08 2.516e+08 6.203e+08 nan 4.0714e+09 nan 3.58e+07 3.58e+07 nan nan 9.559e+08
aapl 1989-09-30 00:00:00 12M 3.342e+08 nan -3.091e+08 nan nan nan 3.59096e+09 0.126429 3.724e+08 nan -2.39e+08 nan 4.383e+08 4.383e+08 -5.03e+07 nan nan -3.83e+07 nan 6.59e+07 -1.39e+07 -1.09e+08 nan nan nan 1.4857e+09 9.6e+07 2.57e+09 nan 2.2944e+09 5.68e+07 5.68e+07 nan nan nan nan 8.953e+08 nan 1.113e+08 1.248e+08 1.248e+08 1.248e+08 3.59096e+09 0.126429 4.54e+08 6.343e+08 nan 0 5.20121e+09 6.85182 0.984333 nan nan nan 2.683e+08 nan nan nan nan nan 6.433e+08 2.714e+09 nan nan nan nan nan 4.754e+08 1.5425e+09 -4.031e+08 nan nan nan nan nan nan nan 5.61901e+09 nan 4.54e+08 4.54e+08 4.54e+08 nan 4.54e+08 4.54e+08 nan 4.54e+08 nan nan nan 3.32e+07 3.342e+08 1.4857e+09 nan 3.629e+08 nan nan 3.629e+08 nan 6.491e+08 3.86903e+08 5.073e+08 2.0797e+09 6.343e+08 5.284e+09 3.53556e+09 5.879e+08 nan 5.043e+08 nan 3.098e+08 1.1e+08 nan 100000 1.153e+08 nan nan nan nan nan nan nan nan 3.342e+08 3.342e+08 5.59997 14.2628 nan nan nan nan nan 7.443e+08 nan 1.08872 nan -9.847e+08 nan 7.928e+08 2.57e+09 1.248e+08 nan -1.29e+07 nan nan 1.1759e+09 7.874e+08 1.9549e+09 3.53556e+09 1.1e+08 nan 1.4857e+09 1.4857e+09 4.29034e+07 2.903e+08 0.390031 2.7439e+09 1.4857e+09 5.68e+07 1.4857e+09 4.6497e+09 1.2582e+09 4.495e+08 3.629e+08 6.343e+08 nan 5.284e+09 nan 1.1e+08 1.1e+08 nan nan 1.3991e+09

p_get_financial_data

  • Description: Obtain specific data from either cash flow, income statement, balance sheet, or valuation measures.
  • Return: pandas.DataFrame
  • Arguments
Argument Type Default Required Options
types list or str None Required See options below
frequency str a optional Annual - a
Quarter - q
trailing bool True optional True
False

Warning

If you try and use all of the options below AND trailing=True, you will receive an error because the requested URL will be too long

[
    'AccountsPayable', 'AccountsReceivable', 'AccruedInterestReceivable',
    'AccumulatedDepreciation', 'AdditionalPaidInCapital',
    'AllowanceForDoubtfulAccountsReceivable', 'AssetsHeldForSaleCurrent',
    'AvailableForSaleSecurities', 'BuildingsAndImprovements', 'CapitalLeaseObligations',
    'CapitalStock', 'CashAndCashEquivalents', 'CashCashEquivalentsAndShortTermInvestments',
    'CashEquivalents', 'CashFinancial', 'CommercialPaper', 'CommonStock',
    'CommonStockEquity', 'ConstructionInProgress', 'CurrentAccruedExpenses',
    'CurrentAssets', 'CurrentCapitalLeaseObligation', 'CurrentDebt',
    'CurrentDebtAndCapitalLeaseObligation', 'CurrentDeferredAssets',
    'CurrentDeferredLiabilities', 'CurrentDeferredRevenue', 'CurrentDeferredTaxesAssets',
    'CurrentDeferredTaxesLiabilities', 'CurrentLiabilities', 'CurrentNotesPayable',
    'CurrentProvisions', 'DefinedPensionBenefit', 'DerivativeProductLiabilities',
    'DividendsPayable', 'DuefromRelatedPartiesCurrent', 'DuefromRelatedPartiesNonCurrent',
    'DuetoRelatedPartiesCurrent', 'DuetoRelatedPartiesNonCurrent', 'EmployeeBenefits',
    'FinancialAssets', 'FinancialAssetsDesignatedasFairValueThroughProfitorLossTotal',
    'FinishedGoods', 'FixedAssetsRevaluationReserve', 'ForeignCurrencyTranslationAdjustments',
    'GainsLossesNotAffectingRetainedEarnings', 'GeneralPartnershipCapital', 'Goodwill',
    'GoodwillAndOtherIntangibleAssets', 'GrossAccountsReceivable', 'GrossPPE',
    'HedgingAssetsCurrent', 'HeldToMaturitySecurities', 'IncomeTaxPayable',
    'InterestPayable', 'InventoriesAdjustmentsAllowances', 'Inventory',
    'InvestedCapital', 'InvestmentProperties', 'InvestmentinFinancialAssets',
    'InvestmentsAndAdvances', 'InvestmentsInOtherVenturesUnderEquityMethod',
    'InvestmentsinAssociatesatCost', 'InvestmentsinJointVenturesatCost',
    'InvestmentsinSubsidiariesatCost', 'LandAndImprovements', 'Leases',
    'LiabilitiesHeldforSaleNonCurrent', 'LimitedPartnershipCapital',
    'LineOfCredit', 'LoansReceivable', 'LongTermCapitalLeaseObligation',
    'LongTermDebt', 'LongTermDebtAndCapitalLeaseObligation', 'LongTermEquityInvestment',
    'LongTermProvisions', 'MachineryFurnitureEquipment', 'MinimumPensionLiabilities',
    'MinorityInterest', 'NetDebt', 'NetPPE', 'NetTangibleAssets', 'NonCurrentAccountsReceivable',
    'NonCurrentAccruedExpenses', 'NonCurrentDeferredAssets', 'NonCurrentDeferredLiabilities',
    'NonCurrentDeferredRevenue', 'NonCurrentDeferredTaxesAssets', 'NonCurrentDeferredTaxesLiabilities',
    'NonCurrentNoteReceivables', 'NonCurrentPensionAndOtherPostretirementBenefitPlans',
    'NonCurrentPrepaidAssets', 'NotesReceivable', 'OrdinarySharesNumber',
    'OtherCapitalStock', 'OtherCurrentAssets', 'OtherCurrentBorrowings',
    'OtherCurrentLiabilities', 'OtherEquityAdjustments', 'OtherEquityInterest',
    'OtherIntangibleAssets', 'OtherInventories', 'OtherInvestments', 'OtherNonCurrentAssets',
    'OtherNonCurrentLiabilities', 'OtherPayable', 'OtherProperties', 'OtherReceivables',
    'OtherShortTermInvestments', 'Payables', 'PayablesAndAccruedExpenses',
    'PensionandOtherPostRetirementBenefitPlansCurrent', 'PreferredSecuritiesOutsideStockEquity',
    'PreferredSharesNumber', 'PreferredStock', 'PreferredStockEquity',
    'PrepaidAssets', 'Properties', 'RawMaterials', 'Receivables',
    'ReceivablesAdjustmentsAllowances', 'RestrictedCash', 'RestrictedCommonStock',
    'RetainedEarnings', 'ShareIssued', 'StockholdersEquity', 'TangibleBookValue',
    'TaxesReceivable', 'TotalAssets', 'TotalCapitalization', 'TotalDebt',
    'TotalEquityGrossMinorityInterest', 'TotalLiabilitiesNetMinorityInterest',
    'TotalNonCurrentAssets', 'TotalNonCurrentLiabilitiesNetMinorityInterest',
    'TotalPartnershipCapital', 'TotalTaxPayable', 'TradeandOtherPayablesNonCurrent',
    'TradingSecurities', 'TreasurySharesNumber', 'TreasuryStock', 'UnrealizedGainLoss',
    'WorkInProcess', 'WorkingCapital'
]
[
    'RepaymentOfDebt', 'RepurchaseOfCapitalStock', 'CashDividendsPaid',
    'CommonStockIssuance', 'ChangeInWorkingCapital',
    'CapitalExpenditure',
    'CashFlowFromContinuingFinancingActivities', 'NetIncome',
    'FreeCashFlow', 'ChangeInCashSupplementalAsReported',
    'SaleOfInvestment', 'EndCashPosition', 'OperatingCashFlow',
    'DeferredIncomeTax', 'NetOtherInvestingChanges',
    'ChangeInAccountPayable', 'NetOtherFinancingCharges',
    'PurchaseOfInvestment', 'ChangeInInventory',
    'DepreciationAndAmortization', 'PurchaseOfBusiness',
    'InvestingCashFlow', 'ChangesInAccountReceivables',
    'StockBasedCompensation', 'OtherNonCashItems',
    'BeginningCashPosition'
]
[
    'Amortization', 'AmortizationOfIntangiblesIncomeStatement',
    'AverageDilutionEarnings', 'BasicAccountingChange', 'BasicAverageShares',
    'BasicContinuousOperations', 'BasicDiscontinuousOperations', 'BasicEPS',
    'BasicEPSOtherGainsLosses', 'BasicExtraordinary', 'ContinuingAndDiscontinuedBasicEPS',
    'ContinuingAndDiscontinuedDilutedEPS', 'CostOfRevenue', 'DepletionIncomeStatement',
    'DepreciationAmortizationDepletionIncomeStatement', 'DepreciationAndAmortizationInIncomeStatement',
    'DepreciationIncomeStatement', 'DilutedAccountingChange', 'DilutedAverageShares',
    'DilutedContinuousOperations', 'DilutedDiscontinuousOperations', 'DilutedEPS',
    'DilutedEPSOtherGainsLosses', 'DilutedExtraordinary', 'DilutedNIAvailtoComStockholders',
    'DividendPerShare', 'EBIT', 'EBITDA', 'EarningsFromEquityInterest',
    'EarningsFromEquityInterestNetOfTax', 'ExciseTaxes', 'GainOnSaleOfBusiness',
    'GainOnSaleOfPPE', 'GainOnSaleOfSecurity', 'GeneralAndAdministrativeExpense',
    'GrossProfit', 'ImpairmentOfCapitalAssets', 'InsuranceAndClaims',
    'InterestExpense', 'InterestExpenseNonOperating', 'InterestIncome',
    'InterestIncomeNonOperating', 'MinorityInterests', 'NetIncome', 'NetIncomeCommonStockholders',
    'NetIncomeContinuousOperations', 'NetIncomeDiscontinuousOperations',
    'NetIncomeExtraordinary', 'NetIncomeFromContinuingAndDiscontinuedOperation',
    'NetIncomeFromContinuingOperationNetMinorityInterest', 'NetIncomeFromTaxLossCarryforward',
    'NetIncomeIncludingNoncontrollingInterests', 'NetInterestIncome',
    'NetNonOperatingInterestIncomeExpense', 'NormalizedBasicEPS', 'NormalizedDilutedEPS',
    'NormalizedEBITDA', 'NormalizedIncome', 'OperatingExpense', 'OperatingIncome',
    'OperatingRevenue', 'OtherGandA', 'OtherIncomeExpense', 'OtherNonOperatingIncomeExpenses',
    'OtherOperatingExpenses', 'OtherSpecialCharges', 'OtherTaxes',
    'OtherunderPreferredStockDividend', 'PreferredStockDividends',
    'PretaxIncome', 'ProvisionForDoubtfulAccounts', 'ReconciledCostOfRevenue',
    'ReconciledDepreciation', 'RentAndLandingFees', 'RentExpenseSupplemental',
    'ReportedNormalizedBasicEPS', 'ReportedNormalizedDilutedEPS', 'ResearchAndDevelopment',
    'RestructuringAndMergernAcquisition', 'SalariesAndWages', 'SecuritiesAmortization',
    'SellingAndMarketingExpense', 'SellingGeneralAndAdministration', 'SpecialIncomeCharges',
    'TaxEffectOfUnusualItems', 'TaxLossCarryforwardBasicEPS', 'TaxLossCarryforwardDilutedEPS',
    'TaxProvision', 'TaxRateForCalcs', 'TotalExpenses', 'TotalOperatingIncomeAsReported',
    'TotalOtherFinanceCost', 'TotalRevenue', 'TotalUnusualItems',
    'TotalUnusualItemsExcludingGoodwill', 'WriteOff'
]
[
    'ForwardPeRatio', 'PsRatio', 'PbRatio',
    'EnterprisesValueEBITDARatio', 'EnterprisesValueRevenueRatio',
    'PeRatio', 'MarketCap', 'EnterpriseValue', 'PegRatio'
]
aapl = Ticker('aapl', username='username@yahoo.com', password='password')
types = ['TotalDebt', 'TotalAssets', 'EBIT', 'EBITDA', 'PeRatio']
aapl.p_get_financial_data(types, trailing=False)
symbol asOfDate periodType EBIT EBITDA PeRatio TotalAssets TotalDebt
aapl 1985-09-30 00:00:00 12M 1.473e+08 nan 15.7505 9.362e+08 nan
aapl 1986-09-30 00:00:00 12M 2.735e+08 nan 13.9584 1.1601e+09 nan
aapl 1987-09-30 00:00:00 12M 3.715e+08 nan 34.036 1.4779e+09 nan
aapl 1988-09-30 00:00:00 12M 6.203e+08 nan 14.0422 2.0821e+09 1.279e+08
aapl 1989-09-30 00:00:00 12M 6.343e+08 nan 14.2628 2.7439e+09 5.68e+07

Miscellaneous

p_company_360

  • Description: Retrieve data related to innovation, hiring, insider sentiment, developments, supply chain, sustainability, and company outlook for given symbol(s)
  • Return: dict
aapl = Ticker('aapl', username='username@yahoo.com', password='password')
aapl.p_company_360
{
    'aapl': {
        'metaData': {
            'symbol': 'aapl'
        },
        'innovations': {
            'score': 94.0,
            'text': 'Outperform',
            'sectorAvg': 52.6145648312611
        },
        'sustainability': {
            'totalScore': 64,
            'totalScorePercentile': 83,
            'environmentScore': 66,
            'environmentScorePercentile': 85,
            'socialScore': 66,
            'socialScorePercentile': 70,
            'governanceScore': 66,
            'governanceScorePercentile': 89,
            'controversyLevel': 2
        },
        'insiderSentiments': {
            'vickersIndex': -57,
            'vickersIndexChange': 0,
            'sentimentText': 'Negative'
        },
        'significantDevelopments': [{
            'id': 4252812,
            'symbol': 'AAPL',
            'date': '2020-07-30',
            'headline': 'Apple Reports Q3 Earnings Of $2.58 Per Share'
        }, {
            'id': 4248528,
            'symbol': 'AAPL',
            'date': '2020-07-23',
            'headline': 'Apple Faces Multi-State Consumer Protection Probe - Axios'
        }, {
            'id': 4246944,
            'symbol': 'AAPL',
            'date': '2020-07-21',
            'headline': 'Apple To Become Carbon Neutral Across Manufacturing Supply Chain, Product Life Cycle By 2030'
        }, {
            'id': 4244661,
            'symbol': 'AAPL',
            'date': '2020-07-15',
            'headline': 'TomTom Eyes Better Operational Revenues In H2 - Conf Call'
        }, {
            'id': 4241255,
            'symbol': 'AAPL',
            'date': '2020-07-07',
            'headline': 'Apple Opts For OLED Screens For Entire 5G iPhone Range - Nikkei'
        }],
        'companySnapshot': {
            'sectorInfo': 'Technology',
            'company': {
                'innovativeness': 0.9983,
                'hiring': 0.9795,
                'sustainability': 0.8240000000000001,
                'insiderSentiments': 0.2217,
                'earningsReports': 0.8340000000000001,
                'dividends': 0.25
            },
            'sector': {
                'innovativeness': 0.5,
                'hiring': 0.5,
                'sustainability': 0.5,
                'insiderSentiments': 0.5,
                'earningsReports': 0.5,
                'dividends': 0.5
            }
        },
        'hiring': [{
            'month': 2,
            'year': 2019,
            'hiringChangePercent': -0.18330134,
            'sectorAvgChangePercent': -0.21709615
        }, {
            'month': 3,
            'year': 2019,
            'hiringChangePercent': 0.89659226,
            'sectorAvgChangePercent': 0.998416
        }, {
            'month': 4,
            'year': 2019,
            'hiringChangePercent': -0.19826518,
            'sectorAvgChangePercent': -0.48218337
        }, {
            'month': 5,
            'year': 2019,
            'hiringChangePercent': -0.311051,
            'sectorAvgChangePercent': -0.3965309
        }, {
            'month': 6,
            'year': 2019,
            'hiringChangePercent': -0.11497476,
            'sectorAvgChangePercent': -0.13750465
        }, {
            'month': 7,
            'year': 2019,
            'hiringChangePercent': -0.20278834,
            'sectorAvgChangePercent': -0.14868993
        }, {
            'month': 8,
            'year': 2019,
            'hiringChangePercent': 0.057233706,
            'sectorAvgChangePercent': 0.18088417
        }, {
            'month': 9,
            'year': 2019,
            'hiringChangePercent': -0.25413534,
            'sectorAvgChangePercent': -0.2411767
        }, {
            'month': 10,
            'year': 2019,
            'hiringChangePercent': 0.25705644,
            'sectorAvgChangePercent': -0.03286806
        }, {
            'month': 11,
            'year': 2019,
            'hiringChangePercent': -0.21892542,
            'sectorAvgChangePercent': -0.17327583
        }, {
            'month': 12,
            'year': 2019,
            'hiringChangePercent': 0.1550308,
            'sectorAvgChangePercent': -0.012864476
        }, {
            'month': 1,
            'year': 2020,
            'hiringChangePercent': -0.13511111,
            'sectorAvgChangePercent': -0.031074993
        }, {
            'month': 2,
            'year': 2020,
            'hiringChangePercent': -0.18602261,
            'sectorAvgChangePercent': -0.1585546
        }, {
            'month': 3,
            'year': 2020,
            'hiringChangePercent': 0.24368687,
            'sectorAvgChangePercent': 0.90801805
        }, {
            'month': 4,
            'year': 2020,
            'hiringChangePercent': -0.17766498,
            'sectorAvgChangePercent': -0.59851396
        }, {
            'month': 5,
            'year': 2020,
            'hiringChangePercent': -0.24444444,
            'sectorAvgChangePercent': -0.12799595
        }, {
            'month': 6,
            'year': 2020,
            'hiringChangePercent': 0.0,
            'sectorAvgChangePercent': -0.04588681
        }, {
            'month': 7,
            'year': 2020,
            'hiringChangePercent': -0.6535948,
            'sectorAvgChangePercent': -0.6510271
        }],
        'supplyChain': {
            'topSuppliers': [{
                'entityYName': 'POSCO',
                'entityYTicker': 'PKXFF',
                'relationToType': 'Supplier',
                'exposureTotal': 0.016477,
                'exposureFinancial': 0.000125,
                'exposureMedia': 0.000301,
                'exposureEconomic': 0.049003,
                'economicValue': 8136720000.0
            }, {
                'entityYName': 'ENEOS Holdings, Inc.',
                'entityYTicker': 'JXHGF',
                'relationToType': 'Supplier',
                'exposureTotal': 0.012025,
                'exposureFinancial': 1.7e-05,
                'exposureMedia': 0.00015,
                'exposureEconomic': 0.035907,
                'economicValue': 5962190000.0
            }, {
                'entityYName': 'Jabil Inc.',
                'entityYTicker': 'JBL',
                'relationToType': 'Supplier',
                'exposureTotal': 0.018778,
                'exposureFinancial': 0.020268,
                'exposureMedia': 0.000902,
                'exposureEconomic': 0.035164,
                'economicValue': 5838770000.0
            }, {
                'entityYName': 'Quanta Computer Inc.',
                'entityYTicker': '2382.TW',
                'relationToType': 'Supplier',
                'exposureTotal': 0.014186,
                'exposureFinancial': 0.007526,
                'exposureMedia': 0.001955,
                'exposureEconomic': 0.033077,
                'economicValue': 5492230000.0
            }, {
                'entityYName': 'Hon Hai Precision Industry Co., Ltd.',
                'entityYTicker': 'HNHAF',
                'relationToType': 'Supplier',
                'exposureTotal': 0.012083,
                'exposureFinancial': 0.003068,
                'exposureMedia': 0.00015,
                'exposureEconomic': 0.033029,
                'economicValue': 5484340000.0
            }],
            'topCustomers': [{
                'entityYName': 'Costco Wholesale Corporation',
                'entityYTicker': 'COST',
                'relationToType': 'Customer',
                'exposureTotal': 0.034341,
                'exposureFinancial': 0.018305,
                'exposureMedia': 0.034568,
                'exposureEconomic': 0.050148,
                'economicValue': 10429790000.0
            }, {
                'entityYName': 'AT&T Inc.',
                'entityYTicker': 'T',
                'relationToType': 'Customer',
                'exposureTotal': 0.078284,
                'exposureFinancial': 0.032478,
                'exposureMedia': 0.158848,
                'exposureEconomic': 0.043524,
                'economicValue': 9052120000.0
            }, {
                'entityYName': 'Cencosud S.A.',
                'entityYTicker': 'CENCOSUD.SN',
                'relationToType': 'Customer',
                'exposureTotal': 0.012515,
                'exposureFinancial': 0.000711,
                'exposureMedia': 0.000823,
                'exposureEconomic': 0.03601,
                'economicValue': 7489330000.0
            }, {
                'entityYName': 'Vodafone Idea Limited',
                'entityYTicker': 'IDEA.NS',
                'relationToType': 'Customer',
                'exposureTotal': 0.011229,
                'exposureFinancial': 8.8e-05,
                'exposureMedia': 0.000823,
                'exposureEconomic': 0.032777,
                'economicValue': 6816940000.0
            }, {
                'entityYName': 'Mazda Motor Corporation',
                'entityYTicker': 'MZDAF',
                'relationToType': 'Customer',
                'exposureTotal': 0.011536,
                'exposureFinancial': 0.000236,
                'exposureMedia': 0.001646,
                'exposureEconomic': 0.032727,
                'economicValue': 6806610000.0
            }],
            'remainingSuppliers': 0,
            'remainingCustomers': 0
        },
        'earnings': [{
            'quarter': 'Q3',
            'year': '2017',
            'actual': 0.9,
            'consensus': 0.96
        }, {
            'quarter': 'Q4',
            'year': '2017',
            'actual': 1.1,
            'consensus': 1.04
        }, {
            'quarter': 'Q1',
            'year': '2018',
            'actual': 1.1,
            'consensus': 1.1
        }],
        'dividend': {
            'amount': 0.82,
            'date': '2020-05-08',
            'yield': 0.0101,
            'sectorMedian': 0.0172,
            'marketMedian': 0.0379
        },
        'companyOutlookSummary': {
            'innovationTrend': 'trending up',
            'innovationScore': 94.0,
            'innovationPerformance': 'outperforming',
            'hiringTrend': 'decreased',
            'insiderSentiment': 'negative',
            'topSupplier': 'POSCO',
            'dividendsPerformance': 'lower'
        }
    }
}

p_corporate_events

  • Description: Obtain significant corporate events related to given symbol(s)
  • Return: pandas.DataFrame
aapl = Ticker('aapl', username='username@yahoo.com', password='password')
df = aapl.p_corporate_events
df.head()
id significance headline description parentTopics
('aapl', Timestamp('2011-01-17 00:00:00')) 2064853 1 Apple Inc.'s Steve Jobs Takes Second Medical Leave-Reuters Reuters reported that Apple Inc. Chief Executive Steve Jobs is taking medical leave for the second time in as many years, sending its shares tumbling as the unexpected news revived concerns over the long-term future of Apple. The news, which was disclosed early on a U.S. holiday when markets were closed, came nearly two years to the date after Jobs first took a six-month break to undergo a liver transplant. Unlike the previous announcement, Apple did not specify any timeline for Jobs to resume his duties. Jobs said Chief Operating Officer Tim Cook would take responsibility for day-to-day operations but he would continue to be Chief Executive and be involved in major strategic decisions. Restructuring/Reorganization/Related
('aapl', Timestamp('2011-08-24 00:00:00')) 2389197 1 Steve Jobs Resigns as CEO of Apple Inc.; Names Tim Cook As New CEO Apple Inc.'s Board of Directors announced that Steve Jobs has resigned as Chief Executive Officer (CEO), and the Board has named Tim Cook, previously Apple's Chief Operating Officer, as the Company's new CEO. Jobs has been elected Chairman of the Board and Cook will join the Board, effective immediately. Jobs submitted his resignation to the Board on August 24, 2011, and recommended that the Board implement its succession plan and name Tim Cook as CEO. Restructuring/Reorganization/Related
('aapl', Timestamp('2011-10-05 00:00:00')) 2410928 1 Apple Inc.'s Steve Jobs Passes Away Apple Inc. announced that Steve Jobs, Chairman of the Company, passed away. Restructuring/Reorganization/Related
('aapl', Timestamp('2011-11-15 00:00:00')) 2435048 1 Apple Inc. Names Arthur D. Levinson As Chairman Of Board Apple Inc. announced that it named Arthur D. Levinson, Ph. D. as the Company’s non-executive Chairman of the Board. Levinson has been a co-lead director of Apple’s board since 2005, has served on all three board committees—audit and finance, nominating and corporate governance, and compensation—and will continue to serve on the audit committee. Apple also announced that Robert A. Iger, President and Chief Executive Officer of The Walt Disney Company, will join Apple’s board and will serve on the audit committee. Restructuring/Reorganization/Related
('aapl', Timestamp('2014-03-04 00:00:00')) 2935872 2 Apple Inc's Peter Oppenheimer to retire at the end of september Apple Inc:Says that Peter Oppenheimer, its senior vice president and CFO, will retire at the end of September.Luca Maestri, Apple's vice president of Finance and corporate controller, will succeed Peter as CFO.Peter will transition the CFO role to Luca in June and the balance of his responsibilities over the remaining time allowing for a professional and seamless transition. Restructuring/Reorganization/Related

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p_value_analyzer_drilldown

  • Description: Valuation metrics for given symbol(s)
  • Return: dict
aapl = Ticker('aapl', username='username@yahoo.com', password='password')
aapl.p_value_analyzer_drilldown
{
    'aapl': {
        'currentPrice': 425.04,
        'revenue': 260174000000.0,
        'epsGrowth': 11.02,
        'peRatio': 28.5418,
        'dps': 3.28,
        'priceBookRatio': 21.010402,
        'symbol': 'aapl',
        'valuationDescription': 'Overvalued',
        'valuationColor': 0.0,
        'outlook': '-8%',
        'currentFairValue': 146.5,
        'timeSeries': [{
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                'yoyPercentage': 66.022039,
                'yoyPercentageFormatted': '66.02%'
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                'yoyPercentageFormatted': '13.46%'
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            'type': 'annualEps'
        }, {
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            'annualSharesOutstanding': [{
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            'type': 'annualSharesOutstanding'
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            'timestamp': [20200930, 20210930, 20220930, 20230930, 20240930, 20250930],
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                'fairValue': 180.56
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            'type': 'futureFairValue'
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            'type': 'annualLogEps'
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                'priceHigh': 96.678475,
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            'type': 'annualPriceRange'
        }, {
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                'basicNetEps': 2.36
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                'basicNetEps': 2.47
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                'basicNetEps': 2.2
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            'type': 'quarterlyEps'
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            'type': 'annualDebtToEquityRatio'
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        }, {
            'timestamp': [20101231, 20111231, 20121231, 20131231, 20141231, 20151231, 20161231, 20171231, 20181231, 20191231],
            'annualCash': [{
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                'cashFormatted': '25.62B'
            }, {
                'cash': 25952000000.0,
                'cashFormatted': '25.95B'
            }, {
                'cash': 29129000000.0,
                'cashFormatted': '29.13B'
            }, {
                'cash': 40546000000.0,
                'cashFormatted': '40.55B'
            }, {
                'cash': 25077000000.0,
                'cashFormatted': '25.08B'
            }, {
                'cash': 41601000000.0,
                'cashFormatted': '41.60B'
            }, {
                'cash': 67155000000.0,
                'cashFormatted': '67.16B'
            }, {
                'cash': 74181000000.0,
                'cashFormatted': '74.18B'
            }, {
                'cash': 66301000000.0,
                'cashFormatted': '66.30B'
            }, {
                'cash': 100557000000.0,
                'cashFormatted': '100.56B'
            }],
            'type': 'annualCash'
        }, {
            'timestamp': [20101231, 20111231, 20121231, 20131231, 20141231, 20151231, 20161231, 20171231, 20181231, 20191231],
            'annualDps': [{
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            }, {
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            'type': 'annualDps'
        }, {
            'timestamp': [20101231, 20111231, 20121231, 20131231, 20141231, 20151231, 20161231, 20171231, 20181231, 20191231],
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            'type': 'annualFairValue',
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            'type': 'annualRevenue'
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    }
}