You need to agree to share your contact information to access this dataset

This repository is publicly accessible, but you have to accept the conditions to access its files and content.

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.

Log in or Sign Up to review the conditions and access this dataset content.

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.

Downloads last month
104