---
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
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.
- `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](https://paperswithbacktest.com).