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Available Data Reference

This document lists all data fetched from Yahoo Finance and stored in Parquet format.

Data Storage Structure

data/
  fundamentals/
    income_statement/{TICKER}.parquet
    balance_sheet/{TICKER}.parquet
    cash_flow/{TICKER}.parquet
    quarterly_income_statement/{TICKER}.parquet
    quarterly_balance_sheet/{TICKER}.parquet
    quarterly_cash_flow/{TICKER}.parquet
    earnings_estimate/{TICKER}.parquet
    revenue_estimate/{TICKER}.parquet
    analyst_price_targets/{TICKER}.parquet
    eps_trend/{TICKER}.parquet
    growth_estimates/{TICKER}.parquet
    earnings_history/{TICKER}.parquet
    recommendations/{TICKER}.parquet
    recommendations_summary/{TICKER}.parquet
    upgrades_downgrades/{TICKER}.parquet
    insider_transactions/{TICKER}.parquet
    insider_purchases/{TICKER}.parquet
    calendar/{TICKER}.parquet
    dividends/{TICKER}.parquet
    splits/{TICKER}.parquet
    actions/{TICKER}.parquet
    news/{TICKER}.parquet
    sec_filings/{TICKER}.parquet
  holders/
    major_holders/{TICKER}.parquet
    institutional_holders/{TICKER}.parquet
    mutualfund_holders/{TICKER}.parquet
    insider_roster_holders/{TICKER}.parquet
  prices/
    {TICKER}.parquet
  metadata/
    {TICKER}.json

1. Financial Statements (Annual)

Income Statement

File: fundamentals/income_statement/{TICKER}.parquet

Field Description
Total Revenue Total revenue from all sources
Operating Revenue Revenue from core operations
Cost Of Revenue Direct costs of goods/services sold
Gross Profit Revenue minus cost of revenue
Operating Expense Operating costs (R&D, SG&A, etc.)
Research And Development R&D spending
Selling General And Administration SG&A expenses
Selling And Marketing Expense Marketing costs
General And Administrative Expense Admin costs
Other Gand A Other general & admin expenses
Operating Income Profit from core operations
Net Non Operating Interest Income Expense Non-operating interest
Interest Income Non Operating Interest earned
Interest Expense Non Operating Interest paid
Other Non Operating Income Expenses Other non-operating items
Special Income Charges One-time charges
Write Off Asset write-offs
Gain On Sale Of Security Gains from selling securities
Other Income Expense Other income/expense items
Pretax Income Income before taxes
Tax Provision Income tax expense
Net Income Continuous Operations Net income from continuing ops
Net Income Including Noncontrolling Interests Total net income
Net Income Net income attributable to company
Net Income Common Stockholders Net income for common shareholders
Diluted NI Availto Com Stockholders Diluted net income
Basic EPS Earnings per share (basic)
Diluted EPS Earnings per share (diluted)
Basic Average Shares Average shares (basic)
Diluted Average Shares Average shares (diluted)
Total Operating Income As Reported Reported operating income
Total Expenses Total expenses
Net Income From Continuing And Discontinued Operation Combined net income
Normalized Income Adjusted net income
Interest Income Total interest income
Interest Expense Total interest expense
Net Interest Income Net interest income
EBIT Earnings before interest & taxes
EBITDA Earnings before interest, taxes, depreciation & amortization
Reconciled Cost Of Revenue Adjusted cost of revenue
Reconciled Depreciation Adjusted depreciation
Net Income From Continuing Operation Net Minority Interest Net income excluding minority interest
Total Unusual Items Excluding Goodwill Unusual items (excl. goodwill)
Total Unusual Items All unusual items
Normalized EBITDA Adjusted EBITDA
Tax Rate For Calcs Effective tax rate
Tax Effect Of Unusual Items Tax impact of unusual items

Balance Sheet

File: fundamentals/balance_sheet/{TICKER}.parquet

Field Description
ASSETS
Total Assets Sum of all assets
Current Assets Assets convertible to cash within 1 year
Cash Cash Equivalents And Short Term Investments Liquid assets
Cash And Cash Equivalents Cash on hand
Cash Financial Cash position
Cash Equivalents Near-cash instruments
Other Short Term Investments Short-term investment securities
Receivables Money owed to company
Accounts Receivable Customer receivables
Gross Accounts Receivable Total receivables before allowances
Allowance For Doubtful Accounts Receivable Bad debt reserve
Inventory Goods held for sale
Raw Materials Unprocessed inventory
Work In Process Partially completed goods
Finished Goods Completed inventory
Hedging Assets Current Current hedging instruments
Other Current Assets Other short-term assets
Total Non Current Assets Long-term assets
Net PPE Property, plant & equipment (net)
Gross PPE Property, plant & equipment (gross)
Accumulated Depreciation Total depreciation to date
Land And Improvements Land assets
Buildings And Improvements Building assets
Machinery Furniture Equipment Equipment assets
Leases Lease assets
Other Properties Other property assets
Properties Total property
Goodwill And Other Intangible Assets Intangible assets
Goodwill Goodwill from acquisitions
Other Intangible Assets Patents, trademarks, etc.
Investments And Advances Investment holdings
Investmentin Financial Assets Financial investments
Available For Sale Securities Securities available for sale
Long Term Equity Investment Long-term equity stakes
Financial Assets Total financial assets
Other Non Current Assets Other long-term assets
LIABILITIES
Total Liabilities Net Minority Interest All liabilities
Current Liabilities Debts due within 1 year
Payables And Accrued Expenses Current payables
Payables Money owed to suppliers
Accounts Payable Supplier payables
Total Tax Payable Taxes owed
Income Tax Payable Income taxes due
Pensionand Other Post Retirement Benefit Plans Current Current pension obligations
Current Debt And Capital Lease Obligation Short-term debt
Current Debt Short-term borrowings
Commercial Paper Short-term commercial paper
Other Current Borrowings Other short-term loans
Current Deferred Liabilities Current deferred items
Current Deferred Revenue Prepaid customer payments
Other Current Liabilities Other short-term liabilities
Total Non Current Liabilities Net Minority Interest Long-term liabilities
Long Term Debt And Capital Lease Obligation Long-term debt
Long Term Debt Long-term borrowings
Long Term Capital Lease Obligation Long-term leases
Non Current Deferred Liabilities Long-term deferred items
Non Current Deferred Revenue Long-term prepayments
Non Current Deferred Taxes Liabilities Deferred tax liabilities
Tradeand Other Payables Non Current Long-term payables
Other Non Current Liabilities Other long-term liabilities
EQUITY
Total Equity Gross Minority Interest Total equity
Stockholders Equity Shareholder equity
Common Stock Equity Common stockholder equity
Capital Stock Total capital stock
Common Stock Common shares value
Retained Earnings Accumulated profits
Gains Losses Not Affecting Retained Earnings Other comprehensive income
Other Equity Adjustments Other equity items
Total Capitalization Total capital
CALCULATED METRICS
Net Debt Total debt minus cash
Total Debt Sum of all debt
Working Capital Current assets minus current liabilities
Invested Capital Equity plus debt
Tangible Book Value Book value minus intangibles
Net Tangible Assets Tangible assets minus liabilities
Capital Lease Obligations Total lease obligations
Ordinary Shares Number Number of common shares
Share Issued Total shares issued

Cash Flow Statement

File: fundamentals/cash_flow/{TICKER}.parquet

Field Description
OPERATING ACTIVITIES
Operating Cash Flow Cash from operations
Cash Flow From Continuing Operating Activities Operating cash (continuing)
Net Income From Continuing Operations Starting net income
Depreciation Amortization Depletion Non-cash depreciation
Depreciation And Amortization D&A expense
Depreciation Depreciation only
Deferred Tax Deferred tax adjustments
Deferred Income Tax Deferred income tax
Stock Based Compensation Stock-based comp expense
Asset Impairment Charge Impairment charges
Unrealized Gain Loss On Investment Securities Unrealized investment changes
Operating Gains Losses Operating gains/losses
Gain Loss On Investment Securities Investment gains/losses
Change In Working Capital Working capital changes
Change In Receivables Receivables change
Changes In Account Receivables A/R change
Change In Inventory Inventory change
Change In Payables And Accrued Expense Payables change
Change In Payable Payables change
Change In Account Payable A/P change
Change In Tax Payable Tax payable change
Change In Income Tax Payable Income tax payable change
Change In Other Current Assets Other current asset changes
Change In Other Current Liabilities Other current liability changes
Change In Other Working Capital Other working capital changes
INVESTING ACTIVITIES
Investing Cash Flow Cash used in investing
Cash Flow From Continuing Investing Activities Investing cash (continuing)
Capital Expenditure CapEx spending
Purchase Of PPE Property purchases
Net PPE Purchase And Sale Net property transactions
Purchase Of Investment Investment purchases
Sale Of Investment Investment sales
Net Investment Purchase And Sale Net investment transactions
Purchase Of Business Business acquisitions
Net Business Purchase And Sale Net business transactions
Net Other Investing Changes Other investing items
FINANCING ACTIVITIES
Financing Cash Flow Cash from financing
Cash Flow From Continuing Financing Activities Financing cash (continuing)
Issuance Of Debt New debt raised
Long Term Debt Issuance Long-term borrowings
Short Term Debt Issuance Short-term borrowings
Repayment Of Debt Debt repayments
Long Term Debt Payments Long-term debt repaid
Net Issuance Payments Of Debt Net debt change
Net Long Term Debt Issuance Net long-term debt
Net Short Term Debt Issuance Net short-term debt
Issuance Of Capital Stock New shares issued
Common Stock Issuance Common stock issued
Repurchase Of Capital Stock Stock buybacks
Common Stock Payments Stock repurchases
Net Common Stock Issuance Net share issuance
Cash Dividends Paid Dividend payments
Common Stock Dividend Paid Common dividends
Net Other Financing Charges Other financing items
SUMMARY
Changes In Cash Total cash change
Effect Of Exchange Rate Changes FX impact on cash
Beginning Cash Position Starting cash
End Cash Position Ending cash
Free Cash Flow Operating cash minus CapEx

2. Financial Statements (Quarterly)

Same fields as annual statements:

  • fundamentals/quarterly_income_statement/{TICKER}.parquet
  • fundamentals/quarterly_balance_sheet/{TICKER}.parquet
  • fundamentals/quarterly_cash_flow/{TICKER}.parquet

3. Analyst Estimates

Earnings Estimate

File: fundamentals/earnings_estimate/{TICKER}.parquet

Column Description
avg Average EPS estimate
low Low EPS estimate
high High EPS estimate
yearAgoEps EPS from same period last year
numberOfAnalysts Number of analysts
growth Expected growth rate

Periods: 0q (current quarter), +1q (next quarter), 0y (current year), +1y (next year)

Revenue Estimate

File: fundamentals/revenue_estimate/{TICKER}.parquet

Column Description
avg Average revenue estimate
low Low revenue estimate
high High revenue estimate
numberOfAnalysts Number of analysts
yearAgoRevenue Revenue from same period last year
growth Expected growth rate

Analyst Price Targets

File: fundamentals/analyst_price_targets/{TICKER}.parquet

Field Description
current Current stock price
high Highest analyst target
low Lowest analyst target
mean Average target price
median Median target price

EPS Trend

File: fundamentals/eps_trend/{TICKER}.parquet

Column Description
current Current EPS estimate
7daysAgo Estimate 7 days ago
30daysAgo Estimate 30 days ago
60daysAgo Estimate 60 days ago
90daysAgo Estimate 90 days ago

Growth Estimates

File: fundamentals/growth_estimates/{TICKER}.parquet

Column Description
stockTrend Stock growth trend
indexTrend Index comparison trend

Periods: 0q, +1q, 0y, +1y, LTG (long-term growth)

Earnings History

File: fundamentals/earnings_history/{TICKER}.parquet

Column Description
epsActual Actual reported EPS
epsEstimate Expected EPS
epsDifference Actual minus estimate
surprisePercent Surprise as percentage

4. Analyst Recommendations

Recommendations

File: fundamentals/recommendations/{TICKER}.parquet

Column Description
period Time period
strongBuy Number of strong buy ratings
buy Number of buy ratings
hold Number of hold ratings
sell Number of sell ratings
strongSell Number of strong sell ratings

Recommendations Summary

File: fundamentals/recommendations_summary/{TICKER}.parquet

Same structure as recommendations, but summarized.

Upgrades/Downgrades

File: fundamentals/upgrades_downgrades/{TICKER}.parquet

Column Description
Firm Analyst firm name
ToGrade New rating
FromGrade Previous rating
Action Action taken (upgrade/downgrade)
priceTargetAction Price target action
currentPriceTarget New price target
priorPriceTarget Previous price target

5. Holder Data

Major Holders

File: holders/major_holders/{TICKER}.parquet

Metric Description
insidersPercentHeld Percentage held by insiders
institutionsPercentHeld Percentage held by institutions
institutionsFloatPercentHeld Institutional % of float
institutionsCount Number of institutional holders

Institutional Holders

File: holders/institutional_holders/{TICKER}.parquet

Column Description
Date Reported Reporting date
Holder Institution name
pctHeld Percentage of shares held
Shares Number of shares
Value Dollar value of position
pctChange Change from previous report

Mutual Fund Holders

File: holders/mutualfund_holders/{TICKER}.parquet

Same structure as institutional holders.

Insider Roster

File: holders/insider_roster_holders/{TICKER}.parquet

Column Description
Name Insider name
Position Title/role
URL Profile link
Most Recent Transaction Last transaction type
Latest Transaction Date Date of last transaction
Shares Owned Directly Direct ownership
Position Direct Date Date of position

6. Insider Activity

Insider Transactions

File: fundamentals/insider_transactions/{TICKER}.parquet

Column Description
Shares Number of shares
Value Transaction value
URL Filing link
Text Transaction description
Insider Insider name
Position Title/role
Transaction Transaction type
Start Date Transaction date
Ownership Ownership type

Insider Purchases Summary

File: fundamentals/insider_purchases/{TICKER}.parquet

Metric Description
Purchases Total shares purchased (6 months)
Sales Total shares sold (6 months)
Net Shares Purchased (Sold) Net insider activity
Total Insider Shares Held Total insider ownership
% Net Shares Purchased (Sold) Net as % of holdings
% Buy Shares Buy % of total
% Sell Shares Sell % of total

7. Historical Data

Dividends

File: fundamentals/dividends/{TICKER}.parquet

Historical dividend payments with dates and amounts.

Stock Splits

File: fundamentals/splits/{TICKER}.parquet

Historical stock split events with dates and ratios.

Actions (Combined)

File: fundamentals/actions/{TICKER}.parquet

Combined dividends and splits history.

8. Calendar

File: fundamentals/calendar/{TICKER}.parquet

Field Description
Dividend Date Next dividend payment date
Ex-Dividend Date Ex-dividend date
Earnings Date Next earnings announcement
Earnings High High earnings estimate
Earnings Low Low earnings estimate
Earnings Average Average earnings estimate
Revenue High High revenue estimate
Revenue Low Low revenue estimate
Revenue Average Average revenue estimate

9. News & Filings

News

File: fundamentals/news/{TICKER}.parquet

Recent news articles about the company (structure varies).

SEC Filings

File: fundamentals/sec_filings/{TICKER}.parquet

Recent SEC filing links and metadata.

10. Price Data

File: prices/{TICKER}.parquet

Column Description
Date Trading date
Open Opening price
High Day high
Low Day low
Close Closing price
Volume Trading volume
Dividends Dividend amount (if any)
Stock Splits Split ratio (if any)

11. Metadata (Company Info)

File: metadata/{TICKER}.json

Identification

Field Description
symbol Ticker symbol
shortName Short company name
longName Full company name
displayName Display name

Business Info

Field Description
sector Business sector
sectorKey Sector identifier
sectorDisp Sector display name
industry Industry classification
industryKey Industry identifier
industryDisp Industry display name
longBusinessSummary Company description
fullTimeEmployees Number of employees
website Company website
irWebsite Investor relations site

Location

Field Description
address1 Street address
city City
state State/province
zip Postal code
country Country
phone Phone number

Exchange Info

Field Description
exchange Exchange code
fullExchangeName Exchange name
quoteType Security type
market Market identifier
currency Trading currency
financialCurrency Reporting currency

Current Trading

Field Description
currentPrice Current price
regularMarketPrice Regular session price
regularMarketOpen Session open
regularMarketDayHigh Session high
regularMarketDayLow Session low
regularMarketVolume Session volume
regularMarketChange Price change
regularMarketChangePercent % change
previousClose Prior close
bid Current bid
ask Current ask
bidSize Bid size
askSize Ask size
volume Volume
averageVolume Average volume
averageVolume10days 10-day avg volume
averageDailyVolume10Day 10-day avg daily volume
averageDailyVolume3Month 3-month avg daily volume

Price Metrics

Field Description
fiftyTwoWeekHigh 52-week high
fiftyTwoWeekLow 52-week low
fiftyTwoWeekRange 52-week range
fiftyTwoWeekHighChange Change from 52w high
fiftyTwoWeekHighChangePercent % from 52w high
fiftyTwoWeekLowChange Change from 52w low
fiftyTwoWeekLowChangePercent % from 52w low
fiftyTwoWeekChangePercent 52-week % change
52WeekChange 52-week change
allTimeHigh All-time high
allTimeLow All-time low
fiftyDayAverage 50-day moving average
fiftyDayAverageChange Change from 50-day MA
fiftyDayAverageChangePercent % from 50-day MA
twoHundredDayAverage 200-day moving average
twoHundredDayAverageChange Change from 200-day MA
twoHundredDayAverageChangePercent % from 200-day MA

Valuation Ratios

Field Description
marketCap Market capitalization
enterpriseValue Enterprise value
trailingPE P/E ratio (TTM)
forwardPE Forward P/E ratio
priceToBook Price-to-book ratio
priceToSalesTrailing12Months Price-to-sales (TTM)
priceEpsCurrentYear P/E current year
enterpriseToRevenue EV/Revenue
enterpriseToEbitda EV/EBITDA
trailingPegRatio PEG ratio

Earnings & Profitability

Field Description
trailingEps EPS (TTM)
forwardEps Forward EPS
epsTrailingTwelveMonths EPS TTM
epsCurrentYear Current year EPS
earningsQuarterlyGrowth Quarterly earnings growth
earningsGrowth Earnings growth rate
revenueGrowth Revenue growth rate
grossMargins Gross margin
operatingMargins Operating margin
profitMargins Profit margin
ebitdaMargins EBITDA margin

Financial Health

Field Description
totalRevenue Total revenue
grossProfits Gross profits
ebitda EBITDA
netIncomeToCommon Net income
freeCashflow Free cash flow
operatingCashflow Operating cash flow
totalCash Total cash
totalCashPerShare Cash per share
totalDebt Total debt
debtToEquity Debt-to-equity ratio
currentRatio Current ratio
quickRatio Quick ratio
bookValue Book value per share
returnOnAssets Return on assets
returnOnEquity Return on equity
revenuePerShare Revenue per share

Shares & Ownership

Field Description
sharesOutstanding Shares outstanding
floatShares Public float
impliedSharesOutstanding Implied shares
heldPercentInsiders Insider ownership %
heldPercentInstitutions Institutional ownership %
sharesShort Shares sold short
sharesShortPriorMonth Prior month short interest
sharesShortPreviousMonthDate Prior short date
shortRatio Short ratio
shortPercentOfFloat Short % of float
sharesPercentSharesOut Short % of shares
dateShortInterest Short interest date

Dividends

Field Description
dividendRate Annual dividend rate
dividendYield Dividend yield
exDividendDate Ex-dividend date
dividendDate Payment date
lastDividendDate Last dividend date
lastDividendValue Last dividend amount
trailingAnnualDividendRate TTM dividend rate
trailingAnnualDividendYield TTM dividend yield
fiveYearAvgDividendYield 5-year avg yield
payoutRatio Dividend payout ratio

Analyst Ratings

Field Description
recommendationKey Rating (buy/hold/sell)
recommendationMean Mean rating score
averageAnalystRating Average rating text
numberOfAnalystOpinions Number of analysts
targetHighPrice High price target
targetLowPrice Low price target
targetMeanPrice Mean price target
targetMedianPrice Median price target

Risk Metrics

Field Description
beta Beta coefficient
overallRisk Overall risk score
auditRisk Audit risk score
boardRisk Board risk score
compensationRisk Compensation risk score
shareHolderRightsRisk Shareholder rights risk

Other

Field Description
SandP52WeekChange S&P 52-week change
lastSplitDate Last stock split date
lastSplitFactor Last split ratio
mostRecentQuarter Most recent quarter end
lastFiscalYearEnd Last fiscal year end
nextFiscalYearEnd Next fiscal year end
governanceEpochDate Governance data date
companyOfficers List of executives
executiveTeam Executive team info

Using This Data

In Ratio Formulas

Use these prefixes to reference data:

Prefix Data Source
IS: Income Statement
BS: Balance Sheet
CF: Cash Flow

Example formulas:

  • IS: Net Income / BS: Total Assets (ROA)
  • BS: Total Debt / BS: Stockholders Equity (Debt to Equity)
  • CF: Free Cash Flow / IS: Net Income (FCF Conversion)

Document generated: December 2025 Data source: Yahoo Finance via yfinance library