README.md

---
language:
- en
license: other
task_categories:
  - tabular-regression
features:
- name: symbol
  dtype: string
- name: date
  dtype: string
- name: reportedCurrency
  dtype: string
- name: totalAssets
  dtype: float64
- name: totalCurrentAssets
  dtype: float64
- name: cashAndCashEquivalentsAtCarryingValue
  dtype: float64
- name: cashAndShortTermInvestments
  dtype: float64
- name: inventory
  dtype: float64
- name: currentNetReceivables
  dtype: float64
- name: totalNonCurrentAssets
  dtype: float64
- name: propertyPlantEquipment
  dtype: float64
- name: accumulatedDepreciationAmortizationPPE
  dtype: float64
- name: intangibleAssets
  dtype: float64
- name: intangibleAssetsExcludingGoodwill
  dtype: float64
- name: goodwill
  dtype: float64
- name: investments
  dtype: float64
- name: longTermInvestments
  dtype: float64
- name: shortTermInvestments
  dtype: float64
- name: otherCurrentAssets
  dtype: float64
- name: otherNonCurrentAssets
  dtype: float64
- name: totalLiabilities
  dtype: float64
- name: totalCurrentLiabilities
  dtype: float64
- name: currentAccountsPayable
  dtype: float64
- name: deferredRevenue
  dtype: float64
- name: currentDebt
  dtype: float64
- name: shortTermDebt
  dtype: float64
- name: totalNonCurrentLiabilities
  dtype: float64
- name: capitalLeaseObligations
  dtype: float64
- name: longTermDebt
  dtype: float64
- name: currentLongTermDebt
  dtype: float64
- name: longTermDebtNoncurrent
  dtype: float64
- name: shortLongTermDebtTotal
  dtype: float64
- name: otherCurrentLiabilities
  dtype: float64
- name: otherNonCurrentLiabilities
  dtype: float64
- name: totalShareholderEquity
  dtype: float64
- name: treasuryStock
  dtype: float64
- name: retainedEarnings
  dtype: float64
- name: commonStock
  dtype: float64
- name: commonStockSharesOutstanding
  dtype: float64
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."
---
# Dataset Information

This dataset includes quarterly income statement reports for various US stocks. 

## Instruments Included

- 7000+ US Stocks

## Dataset Columns

- `symbol`: The stock ticker or financial instrument identifier associated with the data.
- `date`: The end date of the fiscal period for which the financial data is reported.
- `reported_currency`: The currency in which the financial data is reported, typically reflecting the company's primary operating currency.
- `total_assets`: The total value of all assets owned by the company at the end of the fiscal period.
- `total_current_assets`: The total value of all current assets, which are assets expected to be converted into cash or used within one year.
- `cash_and_cash_equivalents_at_carrying_value`: The value of cash and cash equivalents as reported on the balance sheet, typically representing liquid assets.
- `cash_and_short_term_investments`: The total value of cash and short-term investments, which are easily convertible into cash within a short period.
- `inventory`: The value of the company's inventory, including raw materials, work-in-progress, and finished goods.
- `current_net_receivables`: The net amount of money owed to the company by its customers after accounting for allowances for doubtful accounts.
- `total_non_current_assets`: The total value of all non-current assets, which are assets that are not expected to be converted into cash within one year.
- `property_plant_equipment`: The value of the company's property, plant, and equipment, representing long-term tangible assets used in operations.
- `accumulated_depreciation_amortization_ppe`: The total depreciation and amortization accumulated on the company's property, plant, and equipment over time.
- `intangible_assets`: The total value of the company's intangible assets, such as patents, trademarks, and goodwill.
- `intangible_assets_excluding_goodwill`: The total value of intangible assets excluding goodwill, focusing on other intangible properties like patents and trademarks.
- `goodwill`: The value of goodwill, which represents the excess of purchase price over the fair value of the company's identifiable net assets.
- `investments`: The total value of the company's investments, including both short-term and long-term investments.
- `long_term_investments`: The value of investments that are intended to be held for more than one year.
- `short_term_investments`: The value of investments that are intended to be converted into cash within one year.
- `other_current_assets`: The value of other current assets that do not fit into standard categories like cash or receivables.
- `other_non_current_assets`: The value of other non-current assets that do not fit into standard categories like property or long-term investments.
- `total_liabilities`: The total amount of all liabilities owed by the company at the end of the fiscal period.
- `total_current_liabilities`: The total value of all current liabilities, which are obligations expected to be settled within one year.
- `current_accounts_payable`: The amount of money the company owes to its suppliers and vendors that is due within one year.
- `deferred_revenue`: The amount of revenue that the company has received but has not yet earned, typically because the related goods or services have not been delivered.
- `current_debt`: The portion of the company's debt that is due within one year.
- `short_term_debt`: The total amount of debt that is due within one year, often including loans and other financial obligations.
- `total_non_current_liabilities`: The total value of all non-current liabilities, which are obligations not expected to be settled within one year.
- `capital_lease_obligations`: The total value of obligations under capital leases, where the company is obligated to make lease payments for assets.
- `long_term_debt`: The total amount of debt that is not due within one year, typically including bonds and long-term loans.
- `current_long_term_debt`: The portion of long-term debt that is due within one year.
- `long_term_debt_noncurrent`: The portion of long-term debt that is not due within one year.
- `short_long_term_debt_total`: The combined total of short-term and long-term debt obligations.
- `other_current_liabilities`: The value of other current liabilities that do not fit into standard categories like accounts payable or short-term debt.
- `other_non_current_liabilities`: The value of other non-current liabilities that do not fit into standard categories like long-term debt or capital leases.
- `total_shareholder_equity`: The total equity available to shareholders, calculated as total assets minus total liabilities.
- `treasury_stock`: The value of the company's own shares that have been repurchased and are held in the company's treasury.
- `retained_earnings`: The accumulated net income that the company has retained, rather than distributed as dividends, over time.
- `common_stock`: The value of the company's common stock as reported on the balance sheet.
- `common_stock_shares_outstanding`: The number of shares of common stock that are currently held by shareholders, excluding treasury stock.

## Data Splits

The data is split into a training set.

## Dataset Maintenance

The dataset is updated on a monthly basis by [Papers With Backtest](https://paperswithbacktest.com).