metadata

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
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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.
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.