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Datasets:
paperswithbacktest
/
Stocks-Quarterly-IncomeStatement

Tasks:
Tabular Regression
Modalities:
Tabular
Text
Formats:
parquet
Languages:
English
Size:
100K - 1M
Libraries:
Datasets
pandas
License:
Dataset card Viewer Files Community
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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.
  • gross_profit: The company's gross profit, calculated as total revenue minus the cost of goods sold.
  • total_revenue: The total amount of money generated by the company from its operations during the fiscal period.
  • 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.
  • cost_of_goods_and_services_sold: The cost associated with the production of goods and services sold by the company.
  • operating_income: The profit generated from the company's core business operations, excluding deductions of interest and taxes.
  • selling_general_and_administrative: The total expenses related to selling products and services, as well as all general and administrative expenses.
  • research_and_development: The expenses incurred for research and development activities, typically aimed at innovation and product development.
  • operating_expenses: The total expenses incurred by the company during its normal business operations, excluding the cost of goods sold.
  • investment_income_net: The net income generated from the company's investment activities, including dividends, interest, and other investment-related earnings.
  • net_interest_income: The difference between the interest income earned and the interest expense incurred by the company.
  • interest_income: The income earned by the company from its interest-bearing investments.
  • interest_expense: The cost incurred by the company for borrowing funds, typically in the form of interest payments on debt.
  • non_interest_income: The income generated from activities other than interest-related investments, such as fees and commissions.
  • other_non_operating_income: Income from sources not directly related to the company's core business operations, such as gains from asset sales.
  • depreciation: The allocation of the cost of tangible assets over their useful lives, reflecting wear and tear.
  • depreciation_and_amortization: The combined allocation of the cost of tangible and intangible assets over their useful lives.
  • income_before_tax: The total income earned by the company before the deduction of taxes.
  • income_tax_expense: The total amount of tax expense incurred by the company based on its taxable income.
  • interest_and_debt_expense: The total interest and related expenses incurred on the company's outstanding debt.
  • net_income_from_continuing_operations: The company's net income generated from its ongoing, regular business activities, excluding any income from discontinued operations.
  • comprehensive_income_net_of_tax: The total comprehensive income of the company after tax, including net income and other comprehensive income items.
  • ebit: Earnings before interest and taxes, a measure of the company's profitability from operations.
  • ebitda: Earnings before interest, taxes, depreciation, and amortization, a measure of the company's operating performance.
  • net_income: The total profit of the company after all expenses, including taxes and interest, have been deducted.

Data Splits

The data is split into a training set.

Dataset Maintenance

The dataset is updated on a monthly basis by Papers With Backtest.

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Models trained or fine-tuned on paperswithbacktest/Stocks-Quarterly-IncomeStatement