metadata

language:
  - en
license: other
task_categories:
  - tabular-regression
features:
  - name: symbol
    dtype: string
  - name: fiscalDateEnding
    dtype: string
  - name: reportedCurrency
    dtype: string
  - name: grossProfit
    dtype: float64
  - name: totalRevenue
    dtype: float64
  - name: costOfRevenue
    dtype: float64
  - name: costofGoodsAndServicesSold
    dtype: float64
  - name: operatingIncome
    dtype: float64
  - name: sellingGeneralAndAdministrative
    dtype: float64
  - name: researchAndDevelopment
    dtype: float64
  - name: operatingExpenses
    dtype: float64
  - name: investmentIncomeNet
    dtype: float64
  - name: netInterestIncome
    dtype: float64
  - name: interestIncome
    dtype: float64
  - name: interestExpense
    dtype: float64
  - name: nonInterestIncome
    dtype: float64
  - name: otherNonOperatingIncome
    dtype: float64
  - name: depreciation
    dtype: float64
  - name: depreciationAndAmortization
    dtype: float64
  - name: incomeBeforeTax
    dtype: float64
  - name: incomeTaxExpense
    dtype: float64
  - name: interestAndDebtExpense
    dtype: float64
  - name: netIncomeFromContinuingOperations
    dtype: float64
  - name: comprehensiveIncomeNetOfTax
    dtype: float64
  - name: ebit
    dtype: float64
  - name: ebitda
    dtype: float64
  - name: netIncome
    dtype: float64
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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.