--- 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).