context
listlengths
1
1
gen_kwargs
dict
repeat_idx
int64
0
0
request_idx
int64
0
411
task_name
stringclasses
1 value
metadata
dict
model_outputs
stringlengths
1.93k
145k
[ { "content": "Answer the following question given the context:\nQuestion: You are an investment banker and your only resource(s) to answer the following question is (are): the income statement. Here's the question: what is CVS Health's FY2022 net profit margin as a percentage?\nContext: Index to Consolidated Fi...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
203
FinanceBench
{ "expected_answer": "1.3%", "problem_id": "203" }
<|begin_of_thought|> Okay, let's see. I need to find CVS Health's FY2022 net profit margin as a percentage. The only resource given is the income statement. Alright, let's start by recalling what net profit margin is. It's calculated by dividing net income by total revenue, then multiplying by 100 to get a percentage....
[ { "content": "Answer the following question given the context:\nQuestion: From the perspective of a public equities analyst, please answer the following question by primarily taking information that is provided in the income statement and the statement of cash flows. What is Costco's three year average of depre...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
369
FinanceBench
{ "expected_answer": "0.9%", "problem_id": "369" }
<|begin_of_thought|> Okay, let's see. I need to find Costco's three-year average of depreciation and amortization expense as a percentage of revenue from fiscal years 2020 to 2022. The question mentions using the income statement and cash flow statement. Hmm. First, let me recall where depreciation and amortization a...
[ { "content": "Answer the following question given the context:\nQuestion: We need to calculate a reasonable approximation (or exact number if possible) of a financial metric. Basing your judgment by information plainly provided in the cash flow statement, how much (in USD millions) did Best Buy pay out in cash ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
213
FinanceBench
{ "expected_answer": "$497.00", "problem_id": "213" }
<|begin_of_thought|> Okay, let's see. The question is asking how much Best Buy paid out in cash dividends for FY2019. The context is the cash flow statement provided. Hmm, where in the cash flow statement would dividends be reported? I remember that in the cash flow statement, dividends are listed under the financing ...
[ { "content": "Answer the following question given the context:\nQuestion: What is Best Buy's FY2018 working capital ratio? Define working capital ratio as total current assets divided by total current liabilities. Round your answer to two decimal places. Calculate (or extract) the answer from the statement of f...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
185
FinanceBench
{ "expected_answer": "1.26", "problem_id": "185" }
<|begin_of_thought|> Okay, let's see. I need to find Best Buy's FY2018 working capital ratio. The question says to use the working capital ratio formula, which is total current assets divided by total current liabilities. Then round it to two decimal places. The data is from the balance sheet provided. Hmm. First, I ...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2018 COGS for Coca Cola? Please state answer in USD millions. Please base your judgments on the information provided primarily in the P&L statement.\nContext: THE COCA-COLA COMPANY AND SUBSIDIARIES\nCONSOLIDATED STATEMENTS O...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
124
FinanceBench
{ "expected_answer": "$11770.00", "problem_id": "124" }
<|begin_of_thought|> Okay, let's see. The question is asking for the COGS for Coca-Cola in FY2018, and to present it in USD millions. The context provided is the consolidated income statement for The Coca-Cola Company. First, I need to remember what COGS stands for. Cost of Goods Sold. That's the direct cost attribu...
[ { "content": "Answer the following question given the context:\nQuestion: What is CVS Health's FY2016 working capital ratio? Define working capital ratio as total current assets divided by total current liabilities. Round your answer to two decimal places. Address the question by adopting the perspective of a f...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
96
FinanceBench
{ "expected_answer": "1.18", "problem_id": "96" }
<|begin_of_thought|> Okay, let's see. I need to find CVS Health's FY2016 working capital ratio. The question says to use the details from the balance sheet. The working capital ratio is total current assets divided by total current liabilities, right? And they want the answer rounded to two decimal places. Alright, le...
[ { "content": "Answer the following question given the context:\nQuestion: What is Boeing's change in unadjusted operating income % margin from FY2018 to FY2019 (in units of percents and round to one decimal place)? Base your judgments on the information provided primarily in the income statement.\nContext: Tabl...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
245
FinanceBench
{ "expected_answer": "-14.4%", "problem_id": "245" }
<|begin_of_thought|> Okay, let's try to figure out Boeing's change in unadjusted operating income margin from FY2018 to FY2019. Hmm, first, I need to make sure I understand what "unadjusted operating income" means. Wait, the problem says to base the answer on the income statement. The operating income is usually somet...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2015 dividend payout ratio (using total cash dividends paid and net income attributable to shareholders) for Microsoft? Round answer to two decimal places. Answer the question asked by assuming you only have access to inform...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
171
FinanceBench
{ "expected_answer": "0.81", "problem_id": "171" }
<|begin_of_thought|> Okay, let's see. I need to find the FY2015 dividend payout ratio for Microsoft using the income statement and cash flow statement. The question mentions using total cash dividends paid and net income attributable to shareholders. First, I should recall what the dividend payout ratio is. It's cal...
[ { "content": "Answer the following question given the context:\nQuestion: What is Johnson & Johnson's year end FY2019 net AR (in USD millions)? Address the question by adopting the perspective of a financial analyst who can only use the details shown within the balance sheet.\nContext: JOHNSON & JOHNSON AND SUB...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
256
FinanceBench
{ "expected_answer": "$14481.00", "problem_id": "256" }
<|begin_of_thought|> Okay, let's see. The question is asking for Johnson & Johnson's year-end FY2019 net AR (accounts receivable) in USD millions, based only on the balance sheet provided. Alright, so I need to look at the 2019 section of the balance sheet. First, I remember that accounts receivable is typically fou...
[ { "content": "Answer the following question given the context:\nQuestion: How much in net PPNE did General Mills have at the end of FY2017? Answer in USD millions. Address the question by adopting the perspective of a financial analyst who can only use the details shown within the statement of financial positio...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
179
FinanceBench
{ "expected_answer": "$3688.00", "problem_id": "179" }
<|begin_of_thought|> Okay, let's see. The question is asking for the net PPNE (Property, Plant, and Equipment) at the end of FY2017 for General Mills. The context gives the balance sheet for May 28, 2017, which is the end of their fiscal year 2017. So I need to look at the PPNE value from that balance sheet. First, I...
[ { "content": "Answer the following question given the context:\nQuestion: We need to calculate a reasonable approximation (or exact number if possible) of a financial metric. Basing your judgment by information plainly provided in the cash flow statement and the P&L statement, what is the FY2019 depreciation an...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
164
FinanceBench
{ "expected_answer": "3.7%", "problem_id": "164" }
<|begin_of_thought|> Okay, let's try to figure out the D&A margin for Coca-Cola in FY2019. Hmm, D&A margin usually refers to the percentage of D&A relative to revenue. But wait, is it based on operating income or net income? I remember that sometimes people use EBIT (which includes D&A) as the denominator. Let me chec...
[ { "content": "Answer the following question given the context:\nQuestion: What is Corning's FY2019 working capital ratio? Define working capital ratio as total current assets divided by total current liabilities. Round your answer to two decimal places. Give a response to the question by relying on the details ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
280
FinanceBench
{ "expected_answer": "2.12", "problem_id": "280" }
<|begin_of_thought|> Okay, let's see. I need to find Corning's FY2019 working capital ratio. The question says to define it as total current assets divided by total current liabilities, rounded to two decimal places. The answer should come from the balance sheet provided. First, I need to identify the total current ...
[ { "content": "Answer the following question given the context:\nQuestion: Using only the information within the P&L statement, what is Lockheed Martin's change in unadjusted operating income % margin from FY2021 to FY2022 (in units of percents and round to one decimal place)?\nContext: Lockheed Martin Corporati...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
174
FinanceBench
{ "expected_answer": "-1.0%", "problem_id": "174" }
<|begin_of_thought|> Okay, let's try to figure out the change in unadjusted operating income margin from 2021 to 2022 for Lockheed Martin. Hmm, first, I need to make sure I understand what the question is asking. The "unadjusted operating income" probably refers to the operating profit, which is the same as earnings f...
[ { "content": "Answer the following question given the context:\nQuestion: What is Johnson & Johnson's FY2021 working capital ratio? Define working capital ratio as total current assets divided by total current liabilities. Round your answer to two decimal places. Respond to the question by assuming the perspect...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
107
FinanceBench
{ "expected_answer": "1.35", "problem_id": "107" }
<|begin_of_thought|> Okay, let's see. I need to find Johnson & Johnson's working capital ratio for FY2021. The working capital ratio is defined as total current assets divided by total current liabilities. Alright, so first, I need to get the current assets and current liabilities from the balance sheet for 2021. Lo...
[ { "content": "Answer the following question given the context:\nQuestion: What is Nike's year-over-year change in revenue from FY2021 to FY2022 (in units of percents and round to one decimal place)? Give a solution to the question by using the P&L statement.\nContext: Table of Contents\nNIKE, INC.\nCONSOLIDATED...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
269
FinanceBench
{ "expected_answer": "4.9%", "problem_id": "269" }
<|begin_of_thought|> Okay, let's see. The question is asking for Nike's year-over-year change in revenue from FY2021 to FY2022, expressed as a percentage and rounded to one decimal place. The context provides the Consolidated Statements of Income for Nike, Inc. from 2020 to 2022. So, I need to look at the Revenue figu...
[ { "content": "Answer the following question given the context:\nQuestion: We need to calculate a financial metric by using information only provided within the statement of cash flows and the statement of income. Please answer the following question: what is the FY2019 - FY2020 change in unadjusted EBITDA % mar...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
50
FinanceBench
{ "expected_answer": "-0.3%", "problem_id": "50" }
<|begin_of_thought|> Okay, let's try to figure out how to calculate the change in unadjusted EBITDA margin for Walmart from FY2019 to FY2020. Hmm, first, I need to make sure I understand what EBITDA is. EBITDA stands for Earnings Before Interest, Taxes, Depreciation, and Amortization. Unadjusted EBITDA would mean we'r...
[ { "content": "Answer the following question given the context:\nQuestion: Answer the following question as if you are an equity research analyst and have lost internet connection so you do not have access to financial metric providers. According to the details clearly outlined within the cash flow statement and...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
80
FinanceBench
{ "expected_answer": "$2890.00", "problem_id": "80" }
<|begin_of_thought|> Okay, let's see. I need to calculate the unadjusted EBITDA for Corning for FY2022 using the cash flow statement and income statement. Since I don't have access to external metrics, I have to use the data provided in the documents. First, EBITDA stands for Earnings Before Interest, Taxes, Depreci...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2015 net income attributable to shareholders for Johnson & Johnson? Answer in USD millions. Calculate what was asked by utilizing the line items clearly shown in the income statement.\nContext: JOHNSON & JOHNSON AND SUBSIDIA...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
294
FinanceBench
{ "expected_answer": "$15409.00", "problem_id": "294" }
<|begin_of_thought|> Okay, let's see. The question is asking for the FY2015 net income attributable to shareholders for Johnson & Johnson, in USD millions. The context provided is their consolidated income statement for 2015, 2014, and 2013. First, I need to recall how to find net income from an income statement. Ty...
[ { "content": "Answer the following question given the context:\nQuestion: What is FY2020 working capital ratio for Johnson & Johnson? Define working capital ratio as total current assets divided by total current liabilities. Round your answer to two decimal places. Answer the question asked by assuming you only...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
231
FinanceBench
{ "expected_answer": "1.21", "problem_id": "231" }
<|begin_of_thought|> Okay, let's see. I need to find the working capital ratio for Johnson & Johnson in FY2020. The working capital ratio is total current assets divided by total current liabilities. Alright, first, I need to make sure I have the correct data from the balance sheet. Looking at the given data, the bal...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2022 SG&A as a % of total revenue for 3M? Give a solution to the question by using the income statement.\nContext: Table of Contents\n3M Company and Subsidiaries\nConsolidated Statement of Income\nYears ended December 31\n(M...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
359
FinanceBench
{ "expected_answer": "26.4%", "problem_id": "359" }
<|begin_of_thought|> Okay, let's see. The question is asking for the FY2022 SG&A (Selling, General and Administrative expenses) as a percentage of total revenue for 3M. The context gives an income statement table. Hmm, first, I need to make sure I understand the terms. SG&A is part of the operating expenses. So, the i...
[ { "content": "Answer the following question given the context:\nQuestion: According to the information provided in the balance sheet, how much in net PPNE did Lockheed Martin have at the end of FY2017? Answer in USD thousands.\nContext: Table of Contents\nLockheed Martin Corporation\nConsolidated Balance Sheets...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
373
FinanceBench
{ "expected_answer": "$5775000.00", "problem_id": "373" }
<|begin_of_thought|> Okay, let's see. The question is asking about the net PPNE (I think PPNE stands for Property, Plant and Equipment, Net) for Lockheed Martin at the end of FY2017. The user provided a balance sheet table, so I need to look through that. First, I should recall that PPNE is listed under the assets se...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2018 dividend payout ratio (using total cash dividends paid and net income attributable to shareholders) for Boeing? Round answer to two decimal places. Give a response to the question by relying on the details shown in the ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
404
FinanceBench
{ "expected_answer": "0.38", "problem_id": "404" }
<|begin_of_thought|> Okay, let's try to figure out the dividend payout ratio for Boeing in FY2018. Hmm, the question says to use total cash dividends paid and net income attributable to shareholders. Wait, the P&L statement shows net earnings, which is the same as net income. So first, I need to find the net income fo...
[ { "content": "Answer the following question given the context:\nQuestion: Using only the information within the statement of financial position, how much in net PPNE did CVS Health have at the end of FY2022? Answer in USD thousands.\nContext: Index to Consolidated Financial Statements\nConsolidated Balance Shee...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
86
FinanceBench
{ "expected_answer": "$12873000.00", "problem_id": "86" }
<|begin_of_thought|> Okay, let's see. The question is asking for the net PPNE (I assume PPNE stands for Property, Plant, and Equipment, Net) that CVS Health had at the end of FY2022, using only the information from the balance sheet provided. The answer needs to be in USD thousands. First, I need to make sure I unde...
[ { "content": "Answer the following question given the context:\nQuestion: Assume that you are a public equities analyst. Answer the following question by primarily using information that is shown in the P&L statement: what is PG&E's three year average of cost of goods sold as a % of revenue from FY2019 to FY202...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
79
FinanceBench
{ "expected_answer": "21.6%", "problem_id": "79" }
<|begin_of_thought|> Okay, let's see. I need to find PG&E's three-year average of cost of goods sold as a percentage of revenue from FY2019 to FY2021. The question specifically mentions using information from the P&L statement, which in this case is the Consolidated Statements of Income. First, I should recall what ...
[ { "content": "Answer the following question given the context:\nQuestion: We need to calculate a financial metric by using information only provided within the statement of income. Please answer the following question: what is Intel's year-over-year change in unadjusted operating income from FY2020 to FY2021 (i...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
51
FinanceBench
{ "expected_answer": "-17.8%", "problem_id": "51" }
<|begin_of_thought|> Okay, let's see. I need to find the year-over-year change in unadjusted operating income for Intel from FY2020 to FY2021. The question mentions using only information from the statement of income. Hmm, first, I should make sure I understand what "unadjusted operating income" means here. In financi...
[ { "content": "Answer the following question given the context:\nQuestion: Taking into account the information outlined in the statement of income, what is the FY2016 COGS for Adobe? Please state answer in USD millions.\nContext: Table of Contents\n62\nADOBE SYSTEMS INCORPORATED\nCONSOLIDATED STATEMENTS OF INCOM...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
250
FinanceBench
{ "expected_answer": "$820.00", "problem_id": "250" }
<|begin_of_thought|> Okay, let's see. The question is asking for the COGS (Cost of Goods Sold) for Adobe in FY2016. The context provided is the consolidated statement of income for Adobe, listed in thousands of dollars. Hmm, first, I need to make sure I understand which columns represent which fiscal years. The years ...
[ { "content": "Answer the following question given the context:\nQuestion: You are an investment banker and your only resource(s) to answer the following question is (are): the statement of income. Here's the question: what is the FY2022 unadjusted operating income % margin for 3M?\nContext: Table of Contents\n3...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
33
FinanceBench
{ "expected_answer": "19.1%", "problem_id": "33" }
<|begin_of_thought|> Okay, let's see. The question is asking for the FY2022 unadjusted operating income margin percentage for 3M. Hmm. So, first, I need to recall what the operating income margin is. From what I remember, the operating income margin is calculated by taking the operating income and dividing it by the n...
[ { "content": "Answer the following question given the context:\nQuestion: Assume that you are a public equities analyst. Answer the following question by primarily using information that is shown in the balance sheet and the cash flow statement: what is Best Buy's FY2022 operating cash flow ratio? Operating cas...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
61
FinanceBench
{ "expected_answer": "0.3", "problem_id": "61" }
<|begin_of_thought|> Okay, let's see. I need to find Best Buy's FY2022 operating cash flow ratio. The formula is cash from operations divided by total current liabilities. Alright, first, I should look at the cash flow statement for operating activities. The operating cash flow is listed there. Let me check the Consol...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2018 - FY2019 unadjusted operating income growth rate for Apple? Answer in units of percents and round to one decimal place. Please base your judgments on the information provided primarily in the P&L statement.\nContext: Ap...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
306
FinanceBench
{ "expected_answer": "-9.8%", "problem_id": "306" }
<|begin_of_thought|> Okay, let's see. I need to find the unadjusted operating income growth rate for Apple from FY2018 to FY2019. Hmm. The question mentions using the P&L statement, which is the Consolidated Statements of Operations provided. First, I should clarify what operating income is. From the P&L statement, ...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2019 - FY2021 3 year average net profit margin (as a %) for Coca Cola? Answer in units of percents and round to one decimal place. Please utilize information provided primarily within the statement of income.\nContext: THE C...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
132
FinanceBench
{ "expected_answer": "24.2%", "problem_id": "132" }
<|begin_of_thought|> Okay, let's see. I need to find the 3-year average net profit margin for Coca-Cola from FY2019 to FY2021. The net profit margin is calculated as (Net Income / Net Operating Revenues) multiplied by 100 to get a percentage. Then, I have to average those percentages over the three years and round to ...
[ { "content": "Answer the following question given the context:\nQuestion: Taking into account the information outlined in the P&L statement, what is the FY2016 - FY2017 unadjusted operating income growth rate for Apple? Answer in units of percents and round to one decimal place.\nContext: Apple Inc.\nCONSOLIDAT...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
53
FinanceBench
{ "expected_answer": "2.2%", "problem_id": "53" }
<|begin_of_thought|> Okay, let's see. I need to find the unadjusted operating income growth rate for Apple from FY2016 to FY2017. Hmm. The question mentions using the P&L statement, which is the income statement. So, operating income is under the "Operating income" line. Let me check the numbers provided. First, I ne...
[ { "content": "Answer the following question given the context:\nQuestion: When primarily referencing the income statement and the balance sheet, what is FY2022 days inventory outstanding (DIO) for Microsoft? DIO is defined as: 365 * (average inventory between FY2021 and FY2022) / (FY2022 COGS). Round your answe...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
26
FinanceBench
{ "expected_answer": "18.58", "problem_id": "26" }
<|begin_of_thought|> Okay, let's try to figure out the Days Inventory Outstanding (DIO) for Microsoft in FY2022. The question mentions that DIO is calculated as 365 multiplied by the average inventory between FY2021 and FY2022 divided by FY2022's COGS. Alright, so I need to find the average inventory for those two yea...
[ { "content": "Answer the following question given the context:\nQuestion: What is Verizon's FY2017 gross interest expense (in USD millions)? Provide a response to the question by primarily using the income statement.\nContext: Consolidated Statements of Income Verizon Communications Inc. and Subsidiaries\n \n \...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
338
FinanceBench
{ "expected_answer": "$4733.00", "problem_id": "338" }
<|begin_of_thought|> Okay, let's see. The question is asking for Verizon's FY2017 gross interest expense in USD millions. The context provided is the income statement for Verizon Communications Inc. and Subsidiaries for the years 2017, 2016, and 2015. First, I need to recall how to find interest expense on an income...
[ { "content": "Answer the following question given the context:\nQuestion: You are an investment banker and your only resource(s) to answer the following question is (are): the statement of financial position and the P&L statement. Here's the question: what is CVS Health's FY2020 days inventory outstanding (DIO)...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
328
FinanceBench
{ "expected_answer": "40.08", "problem_id": "328" }
<|begin_of_thought|> Okay, let's try to figure out CVS Health's FY2020 days inventory outstanding (DIO). The formula given is 365 multiplied by the average inventory between 2019 and 2020 divided by the FY2020 COGS. Hmm, so I need to find the average inventory for those two years and the COGS for 2020. First, lookin...
[ { "content": "Answer the following question given the context:\nQuestion: What is Costco's three year average of capital expenditures as a % of revenue from FY2015 to FY2017? Answer in units of percents and round to one decimal place. Calculate what was asked by utilizing the line items clearly shown in the sta...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
383
FinanceBench
{ "expected_answer": "2.1%", "problem_id": "383" }
<|begin_of_thought|> Okay, let's see. I need to find Costco's three-year average of capital expenditures as a percentage of revenue from FY2015 to FY2017. The question mentions using the line items from the statement of cash flows and the income statement. First, capital expenditures (capex) are typically found unde...
[ { "content": "Answer the following question given the context:\nQuestion: According to the information provided in the balance sheet, what is FY2015 working capital ratio for Johnson & Johnson? Define working capital ratio as total current assets divided by total current liabilities. Round your answer to two de...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
321
FinanceBench
{ "expected_answer": "2.17", "problem_id": "321" }
<|begin_of_thought|> Okay, let's see. I need to find the working capital ratio for Johnson & Johnson in FY2015. The working capital ratio is total current assets divided by total current liabilities. Alright, first, I need to locate the current assets and current liabilities for 2015. Looking at the balance sheet pro...
[ { "content": "Answer the following question given the context:\nQuestion: Answer the following question as if you are an investor that does not trust financial metric data providers to properly calculate basic operational and financial company metrics. By focusing primarily on the data outlined in the statement...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
262
FinanceBench
{ "expected_answer": "0.22", "problem_id": "262" }
<|begin_of_thought|> Okay, let's try to figure out Apple's dividend payout ratio for fiscal year 2015 using only the cash flow and income statement data. The question mentions not trusting financial metric providers, so I need to make sure I'm using the right numbers from these statements. Let me start by recalling wh...
[ { "content": "Answer the following question given the context:\nQuestion: When primarily referencing the statement of financial position and the statement of income, what is the FY2021 asset turnover ratio for Activision Blizzard? Asset turnover ratio is defined as: FY2021 revenue / (average total assets betwee...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
253
FinanceBench
{ "expected_answer": "0.37", "problem_id": "253" }
<|begin_of_thought|> Okay, let's see. I need to find the FY2021 asset turnover ratio for Activision Blizzard. The question says to use the statement of financial position (which I think is the balance sheet) and the statement of income (which is the income statement). The formula given is FY2021 revenue divided by the...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2017 - FY2018 change in unadjusted operating income % margin for Amazon? Answer in units of percents and round to one decimal place. Provide a response to the question by primarily using the P&L statement.\nContext: Table of...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
382
FinanceBench
{ "expected_answer": "3.0%", "problem_id": "382" }
<|begin_of_thought|> Okay, let's try to figure out the change in unadjusted operating income percentage margin for Amazon from FY2017 to FY2018. Hmm, first, I need to make sure I understand what the question is asking. The margin percentage is calculated by dividing operating income by total net sales, right? So, the ...
[ { "content": "Answer the following question given the context:\nQuestion: Although it's possible to get information from different sources, please consider only facts stated clearly in the statement of income and then answer the following question. What is Boeing's FY2019 COGS % margin?\nContext: Table of Conte...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
295
FinanceBench
{ "expected_answer": "94.1%", "problem_id": "295" }
<|begin_of_thought|> Okay, let's try to figure out Boeing's FY2019 COGS percentage margin. Hmm, COGS stands for Cost of Goods Sold, right? And the margin would be COGS divided by total revenue, then multiplied by 100 to get a percentage. So first, I need to find the COGS for 2019 and the total revenue for the same yea...
[ { "content": "Answer the following question given the context:\nQuestion: Assume that you are a public equities analyst. Answer the following question by primarily using information that is shown in the statement of cash flows and the statement of income: what is American Water Works's three year average of cap...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
410
FinanceBench
{ "expected_answer": "44.9%", "problem_id": "410" }
<|begin_of_thought|> Okay, let's see. I need to find American Water Works's three-year average of capital expenditures as a percentage of revenue from FY2017 to FY2019. The question mentions using information from the statement of cash flows and the statement of income. So, first, I should recall how to calculate capi...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2021 unadjusted operating income % margin for 3M? Base your judgments on the information provided primarily in the P&L statement.\nContext: Table of Contents\n3M Company and Subsidiaries\nConsolidated Statement of Income\nYe...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
44
FinanceBench
{ "expected_answer": "20.8%", "problem_id": "44" }
<|begin_of_thought|> Okay, let's see. I need to find the FY2021 unadjusted operating income % margin for 3M based on their P&L statement. Hmm. The question mentions the P&L statement, which is the income statement. The margin percentage is typically operating income divided by net sales, right? So the formula would be...
[ { "content": "Answer the following question given the context:\nQuestion: How many years has the person in executive board who held position for the shortest amount of time joined the executive board?\nContext: Information About Our Executive Officers\nThe following chart names the executive officers of the Com...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
219
FinanceBench
{ "expected_answer": "1", "problem_id": "219" }
<|begin_of_thought|> Okay, let's try to figure out this question. The question is asking how many years the person who held the executive board position for the shortest amount of time joined the executive board. The context provided is the executive officers of the company, their positions, and when they joined. Fi...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2015 unadjusted EBITDA % margin for Amazon? Calculate unadjusted EBITDA using unadjusted operating income and D&A (from cash flow statement). Provide a response to the question by primarily using the cash flow statement and ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
257
FinanceBench
{ "expected_answer": "8.0%", "problem_id": "257" }
<|begin_of_thought|> Okay, let's try to figure out the unadjusted EBITDA margin for Amazon in FY2015. The question mentions using the cash flow statement and the income statement. Hmm, right, EBITDA is usually calculated as Earnings Before Interest, Taxes, Depreciation, and Amortization. But here, the question specifi...
[ { "content": "Answer the following question given the context:\nQuestion: We want to calculate a financial metric. Please help us compute it by basing your answers off of the statement of cash flows and the P&L statement. Here's the question: what is CVS Health's three year average of capital expenditures as a ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
83
FinanceBench
{ "expected_answer": "0.9%", "problem_id": "83" }
<|begin_of_thought|> Okay, let's see. I need to calculate CVS Health's three-year average of capital expenditures as a percentage of revenue from FY2020 to FY2022. Hmm. Alright, first, I need to figure out what capital expenditures (CapEx) are. From what I remember, CapEx refers to the money a company spends to acquir...
[ { "content": "Answer the following question given the context:\nQuestion: How much was American Water Works's FY2020 net interest expense (in USD millions)? Respond to the question by assuming the perspective of an investment analyst who can only use the details shown within the statement of income.\nContext: T...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
101
FinanceBench
{ "expected_answer": "$395.00", "problem_id": "101" }
<|begin_of_thought|> Okay, let's see. The question is asking for American Water Works's FY2020 net interest expense in USD millions. The user mentioned that I should assume the perspective of an investment analyst and can only use the details within the statement of income. So, I need to look at the provided consolida...
[ { "content": "Answer the following question given the context:\nQuestion: What is American Water Works's FY2022 return on assets (ROA)? ROA is defined as: FY2022 net income / (average total assets between FY2021 and FY2022). Round your answer to two decimal places. Approach the question asked by assuming the st...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
394
FinanceBench
{ "expected_answer": "0.03", "problem_id": "394" }
<|begin_of_thought|> Okay, let's see. I need to find American Water Works's FY2022 return on assets (ROA). The problem says ROA is calculated as FY2022 net income divided by the average total assets between FY2021 and FY2022. Alright, so first, I need to get the net income for 2022. Looking at the Consolidated Stateme...
[ { "content": "Answer the following question given the context:\nQuestion: Assuming you only had access to the statement of income, please answer the following question: what is General Mills's three year average of cost of goods sold as a % of revenue from FY2020 to FY2022? Answer in units of percents and round...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
72
FinanceBench
{ "expected_answer": "65.3%", "problem_id": "72" }
<|begin_of_thought|> Okay, let's see. I need to find General Mills's three-year average of cost of goods sold as a percentage of revenue from fiscal years 2020 to 2022. The user mentioned only having access to the statement of income, so I should focus on the Net sales and Cost of sales figures provided in the table. ...
[ { "content": "Answer the following question given the context:\nQuestion: What is 3M's FY2018 unadjusted EBITDA less capital expenditures? Define unadjusted EBITDA as unadjusted operating income + depreciation and amortization [from cash flow statement]. Answer in USD millions. Address the question by using the...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
378
FinanceBench
{ "expected_answer": "$7118.00", "problem_id": "378" }
<|begin_of_thought|> Okay, let's see. I need to calculate 3M's FY2018 unadjusted EBITDA less capital expenditures. Hmm. First, I remember that EBITDA stands for Earnings Before Interest, Taxes, Depreciation, and Amortization. But the question mentions "unadjusted EBITDA" and defines it as "unadjusted operating income ...
[ { "content": "Answer the following question given the context:\nQuestion: In agreement with the information outlined in the P&L statement, what is Intel's year-over-year change in unadjusted operating income from FY2021 to FY2022 (in units of percents and round to one decimal place)?\nContext: Table of Contents...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
150
FinanceBench
{ "expected_answer": "-88.0%", "problem_id": "150" }
<|begin_of_thought|> Okay, let's see. The question is asking for Intel's year-over-year change in unadjusted operating income from FY2021 to FY2022, presented as a percentage, rounded to one decimal place. The context gives a table of consolidated income statements for three fiscal years: 2022, 2021, and 2020. First...
[ { "content": "Answer the following question given the context:\nQuestion: How much (in USD thousands) was Apple's FY2016 unadjusted operating income? Please base your judgments on the information provided primarily in the income statement.\nContext: CONSOLIDATED STATEMENTS OF OPERATIONS\n(In millions, except nu...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
45
FinanceBench
{ "expected_answer": "$60024000.00", "problem_id": "45" }
<|begin_of_thought|> Okay, let's see. The question is asking for Apple's FY2016 unadjusted operating income in USD thousands. The context provided is the consolidated income statement for three years: 2016, 2015, and 2014. The user wants to base their judgment primarily on the income statement, so I need to focus on t...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2017 capital expenditure amount (in USD millions) for Lockheed Martin? Give a solution to the question by using the cash flow statement.\nContext: Table of Contents\nLockheed Martin Corporation\nConsolidated Statements of Ca...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
284
FinanceBench
{ "expected_answer": "$1177.00", "problem_id": "284" }
<|begin_of_thought|> Okay, let's see. The question is asking for the FY2017 capital expenditure amount (in USD millions) for Lockheed Martin, and I need to find this using the cash flow statement. Alright, where do I start? First, I remember that the cash flow statement has three main sections: operating activities, ...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2018 - FY2020 3 year average net profit margin (as a %) for Apple? Answer in units of percents and round to one decimal place. Answer the question asked by assuming you only have access to information clearly displayed in th...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
58
FinanceBench
{ "expected_answer": "21.5%", "problem_id": "58" }
<|begin_of_thought|> Okay, let's see. I need to find the 3-year average net profit margin for Apple from FY2018 to FY2020. The question says to use the P&L statement, which is the Consolidated Statements of Operations. Alright, so net profit margin is calculated as (Net income / Net sales) * 100 to get the percentage....
[ { "content": "Answer the following question given the context:\nQuestion: What is PG&E's FY2020 operating cash flow ratio? Operating cash flow ratio is defined as: cash from operations / total current liabilities. Round your answer to two decimal places. Please utilize information provided primarily within the ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
400
FinanceBench
{ "expected_answer": "-1.41", "problem_id": "400" }
<|begin_of_thought|> Okay, let's try to figure out PG&E's FY2020 operating cash flow ratio. The question says it's cash from operations divided by total current liabilities. Hmm, right. So first, I need to find the cash from operations for 2020. Then, get the total current liabilities as of December 31, 2020. Then div...
[ { "content": "Answer the following question given the context:\nQuestion: Answer the following question as if you are an equity research analyst and have lost internet connection so you do not have access to financial metric providers. According to the details clearly outlined within the statement of financial ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
202
FinanceBench
{ "expected_answer": "7.78", "problem_id": "202" }
<|begin_of_thought|> Okay, let's see. I need to calculate Nike's fixed asset turnover ratio for FY2020. The formula given is Revenue divided by the average of property, plant and equipment (PP&E) for FY2019 and FY2020. Alright, so first, I should check the income statement for the revenue. Let me look at the table pro...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2015 - FY2016 change in unadjusted operating income % margin for General Mills? Answer in units of percents and round to one decimal place. Calculate (or extract) the answer from the statement of income.\nContext: Table of C...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
389
FinanceBench
{ "expected_answer": "4.6%", "problem_id": "389" }
<|begin_of_thought|> Okay, let's see. I need to find the change in the unadjusted operating income percentage margin for General Mills from FY2015 to FY2016. Hmm, first, I should recall what operating income margin is. It's usually calculated as (Operating Profit / Net Sales) * 100 to get a percentage. So, I need the ...
[ { "content": "Answer the following question given the context:\nQuestion: Answer the following question as if you are an investor that does not trust financial metric data providers to properly calculate basic operational and financial company metrics. By focusing primarily on the data outlined in the balance s...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
292
FinanceBench
{ "expected_answer": "$9.90", "problem_id": "292" }
<|begin_of_thought|> Okay, let's see. The question is asking for the total current assets of Best Buy at the end of FY2016. The user mentioned that they don't trust financial metric data providers and wants us to focus primarily on the balance sheet data provided. The context gives a table from the balance sheet, spec...
[ { "content": "Answer the following question given the context:\nQuestion: Answer the following question as if you are an equity research analyst and have lost internet connection so you do not have access to financial metric providers. According to the details clearly outlined within the income statement, what ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
147
FinanceBench
{ "expected_answer": "2.7%", "problem_id": "147" }
<|begin_of_thought|> Okay, let's see. I need to find the 3-year average net profit margin for CVS Health from FY2019 to FY2021. The question mentions using the income statement details provided. Since I don't have access to external financial metric providers, I have to extract the necessary data from the given consol...
[ { "content": "Answer the following question given the context:\nQuestion: We need to calculate a reasonable approximation (or exact number if possible) of a financial metric. Basing your judgment by information plainly provided in the statement of income and the statement of cash flows, what is CVS Health's FY2...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
210
FinanceBench
{ "expected_answer": "$6739.00", "problem_id": "210" }
<|begin_of_thought|> Okay, let's see. I need to calculate CVS Health's FY2018 unadjusted EBITDA. The question mentions using the income statement and cash flow statement. Hmm, EBITDA is operating income plus depreciation and amortization. Wait, but the question says "unadjusted EBITDA," which probably means just takin...
[ { "content": "Answer the following question given the context:\nQuestion: What is FY2019 days sales outstanding (DSO) for Best Buy? DSO is defined as: 365 * (average accounts receivable between FY2018 and FY2019) / (FY2019 Revenue). Round your answer to two decimal places. Approach the question asked by assumin...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
131
FinanceBench
{ "expected_answer": "8.78", "problem_id": "131" }
<|begin_of_thought|> Okay, let's see. I need to find the DSO for Best Buy in FY2019. DSO is defined as 365 multiplied by average accounts receivable between FY2018 and FY2019, divided by FY2019 revenue. Alright, so first, I need to get the accounts receivable data from the balance sheets for FY2018 and FY2019. The pro...
[ { "content": "Answer the following question given the context:\nQuestion: What is FY2019 working capital ratio for Costco? Define working capital ratio as total current assets divided by total current liabilities. Round your answer to two decimal places. Give a response to the question by relying on the details...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
2
FinanceBench
{ "expected_answer": "1.01", "problem_id": "2" }
<|begin_of_thought|> Okay, let's see. I need to find the working capital ratio for Costco in FY2019. The working capital ratio is total current assets divided by total current liabilities, right? And then round it to two decimal places. The question mentions to rely on the statement of financial position, which I assu...
[ { "content": "Answer the following question given the context:\nQuestion: How much was Boeing's FY2017 total interest expense (in USD thousands)? Calculate what was asked by utilizing the line items clearly shown in the statement of income.\nContext: Table of Contents\nThe Boeing Company and Subsidiaries\nConso...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
0
FinanceBench
{ "expected_answer": "$360000.00", "problem_id": "0" }
<|begin_of_thought|> Okay, let's see. The question is asking for Boeing's FY2017 total interest expense in USD thousands. The context provides a table of contents and the Consolidated Statements of Operations for the years 2017, 2016, and 2015. The user mentioned that the answer should be found by utilizing the line i...
[ { "content": "Answer the following question given the context:\nQuestion: What is PG&E's FY2020 asset turnover ratio? Asset turnover ratio is defined as: FY2020 revenue / (average total assets between FY2019 and FY2020). Round your answer to two decimal places. Compute or extract the answer by primarily using t...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
204
FinanceBench
{ "expected_answer": "0.2", "problem_id": "204" }
<|begin_of_thought|> Okay, let's see. I need to find PG&E's FY2020 asset turnover ratio. The formula is FY2020 revenue divided by the average total assets between FY2019 and FY2020. Alright, first things first, where do I get the revenue and the average total assets? Looking at the provided financial statements. The ...
[ { "content": "Answer the following question given the context:\nQuestion: According to the information provided in the statement of financial position, what is eBay's FY2021 net working capital? Define net working capital as total current assets less total current liabilities. Answer in USD billions.\nContext: ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
238
FinanceBench
{ "expected_answer": "$4.50", "problem_id": "238" }
<|begin_of_thought|> Okay, let's see. I need to find eBay's FY2021 net working capital. The question says net working capital is total current assets minus total current liabilities. So first, I should look at the consolidated balance sheet provided. The context gives the balance sheet for December 31, 2021 and 2020...
[ { "content": "Answer the following question given the context:\nQuestion: How much total current assets did Lockheed Martin have at the end of FY2020? Answer in USD millions. Respond to the question by assuming the perspective of an investment analyst who can only use the details shown within the statement of f...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
242
FinanceBench
{ "expected_answer": "$19378.00", "problem_id": "242" }
<|begin_of_thought|> Okay, let's see. The question is asking for the total current assets of Lockheed Martin at the end of FY2020. The context provided is their consolidated balance sheet. Alright, so I need to look at the "Current assets" section of the 2020 balance sheet. First, I remember that the balance sheet i...
[ { "content": "Answer the following question given the context:\nQuestion: By relying on the line items plainly stated within the cash flow statement and the P&L statement, what is the FY2018 - FY2020 3 year average of capex as a % of revenue for General Mills? Answer in units of percents and round to one decima...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
312
FinanceBench
{ "expected_answer": "3.3%", "problem_id": "312" }
<|begin_of_thought|> Okay, let's see. I need to find the 3-year average of capex as a percentage of revenue for General Mills from FY2018 to FY2020. The question mentions using the cash flow statement and the P&L statement. Hmm, capex is capital expenditures, right? That's usually found in the investing activities sec...
[ { "content": "Answer the following question given the context:\nQuestion: Assuming you only had access to the cash flow statement and the P&L statement, please answer the following question: what is the retention ratio (using total cash dividends paid and net income attributable to shareholders) for eBay's FY20...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
381
FinanceBench
{ "expected_answer": "0.92", "problem_id": "381" }
<|begin_of_thought|> Okay, let's see. I need to find the retention ratio for eBay in FY2020 using the cash flow statement and P&L statement. Hmm. Retention ratio is usually calculated as (Net Income - Cash Dividends) / Net Income. But wait, the question mentions using total cash dividends paid and net income attributa...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2019 operating cash flow ratio for AES? Operating cash flow ratio is defined as: cash from operations / total current liabilities. Round your answer to two decimal places. Give a response to the question by relying on the de...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
77
FinanceBench
{ "expected_answer": "0.48", "problem_id": "77" }
<|begin_of_thought|> Okay, let's see. I need to find the operating cash flow ratio for AES in FY2019. The ratio is cash from operations divided by total current liabilities. Alright, first, where do I find these numbers? The question mentions using the statement of cash flows and balance sheet. So, cash from operation...
[ { "content": "Answer the following question given the context:\nQuestion: What is CVS Health's change in COGS % margin from FY2020 to FY2021 (in units of percents and round to one decimal place)? Give a response to the question by relying on the details shown in the income statement.\nContext: Index to Consolid...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
55
FinanceBench
{ "expected_answer": "-0.8%", "problem_id": "55" }
<|begin_of_thought|> Okay, let's try to figure out CVS Health's change in COGS % margin from FY2020 to FY2021. Hmm, COGS percentage margin... Wait, the question is about the change in the COGS percentage margin. So, I need to calculate the COGS margin for both years and then find the difference. First, what is COGS m...
[ { "content": "Answer the following question given the context:\nQuestion: Based on the information provided primarily in the statement of income and the statement of financial position, what is eBay's FY2022 return on assets (ROA)? ROA is defined as: FY2022 net income / (average total assets between FY2021 and ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
356
FinanceBench
{ "expected_answer": "-0.05", "problem_id": "356" }
<|begin_of_thought|> Okay, let's see. I need to calculate eBay's FY2022 return on assets (ROA). The formula given is net income divided by the average total assets between 2021 and 2022. Alright, so first, I need to find the net income for FY2022. Looking at the consolidated statement of income, under the 2022 section...
[ { "content": "Answer the following question given the context:\nQuestion: How much (in USD millions) did Walmart have in depreciation and amortization expense in FY2019? Address the question by adopting the perspective of a financial analyst who can only use the details shown within the statement of cash flows....
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
401
FinanceBench
{ "expected_answer": "$10687.00", "problem_id": "401" }
<|begin_of_thought|> Okay, let's see. The question is asking how much depreciation and amortization expense Walmart had in FY2019 in USD millions. The context provided is the Consolidated Statements of Cash Flows for Walmart Inc. for the fiscal years ended January 31, 2019, 2018, and 2017. First, I need to recall th...
[ { "content": "Answer the following question given the context:\nQuestion: We need to calculate a financial metric by using information only provided within the statement of income. Please answer the following question: what is Coca Cola's FY2021 cost of goods sold (in USD millions)?\nContext: THE COCA-COLA COMP...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
8
FinanceBench
{ "expected_answer": "$15357.00", "problem_id": "8" }
<|begin_of_thought|> Okay, let's see. The question is asking for Coca-Cola's FY2021 cost of goods sold in USD millions. The context provided is the consolidated statement of income for The Coca-Cola Company for the years 2021, 2020, and 2019. First, I need to recall what the cost of goods sold (COGS) represents. Fro...
[ { "content": "Answer the following question given the context:\nQuestion: We need to calculate a reasonable approximation (or exact number if possible) of a financial metric. Basing your judgment by information plainly provided in the balance sheet and the statement of income, what is the FY2018 asset turnover ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
133
FinanceBench
{ "expected_answer": "0.17", "problem_id": "133" }
<|begin_of_thought|> Okay, let's see. I need to calculate the asset turnover ratio for American Water Works in FY2018. The formula given is revenue divided by the average total assets between 2017 and 2018. Alright, so first, I need to get the revenue for 2018. Looking at the statement of income, under the "Operating ...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2019 - FY2021 3 year average unadjusted EBITDA % margin for PepsiCo? Define unadjusted EBITDA as unadjusted operating income + depreciation and amortization from the cash flow statement. Answer in units of percents and round...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
46
FinanceBench
{ "expected_answer": "18.1%", "problem_id": "46" }
<|begin_of_thought|> Okay, let's see. I need to find the unadjusted EBITDA margin for PepsiCo over the 3-year period from FY2019 to FY2021. The problem says that unadjusted EBITDA is defined as unadjusted operating income plus depreciation and amortization from the cash flow statement. Hmm, right. So first, I should r...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2021 - FY2022 change in COGS % margin for AMD? Answer in units of percents and round to one decimal place. Respond to the question by assuming the perspective of an investment analyst who can only use the details shown withi...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
115
FinanceBench
{ "expected_answer": "3.3%", "problem_id": "115" }
<|begin_of_thought|> Okay, let's see. I need to find the change in COGS % margin for AMD from FY2021 to FY2022. Hmm. Wait, the question says "change in COGS % margin". So first, I need to calculate the COGS margin for both fiscal years 2021 and 2022, then find the difference between them. The margin is usually calcula...
[ { "content": "Answer the following question given the context:\nQuestion: What is Block's (formerly known as Square) FY2019 return on assets (ROA)? ROA is defined as: FY2019 net income / (average total assets between FY2018 and FY2019). Round your answer to two decimal places. Base your judgments on the informa...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
391
FinanceBench
{ "expected_answer": "0.1", "problem_id": "391" }
<|begin_of_thought|> Okay, let's try to figure out Block's (formerly Square) FY2019 return on assets (ROA). The question says ROA is calculated as net income divided by the average total assets between FY2018 and FY2019. So, first, I need to find the net income for FY2019 and the average total assets for those two yea...
[ { "content": "Answer the following question given the context:\nQuestion: Taking into account the information outlined in the statement of income, what is the FY2020 - FY2021 total revenue growth rate for Boeing? Answer in units of percents and round to one decimal place.\nContext: Table of Contents\nThe Boeing...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
64
FinanceBench
{ "expected_answer": "7.1%", "problem_id": "64" }
<|begin_of_thought|> Okay, let's see. I need to find the total revenue growth rate for Boeing from FY2020 to FY2021. The question mentions the statement of income, so I should look at the total revenues for those years. First, I'll check the table provided. Under the "Consolidated Statements of Operations" section, ...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2020 - FY2022 total revenue 2 year CAGR for Intel? Answer in units of percents and round to one decimal place. Respond to the question by assuming the perspective of an investment analyst who can only use the details shown w...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
402
FinanceBench
{ "expected_answer": "-10.0%", "problem_id": "402" }
<|begin_of_thought|> Okay, let's see. I need to find the CAGR (Compound Annual Growth Rate) for Intel's total revenue from FY2020 to FY2022. The question mentions the period is FY2020 to FY2022, which is a 3-year span. The CAGR formula is [(Ending Value / Beginning Value)^(1/n)] - 1, right? So I need the revenue for t...
[ { "content": "Answer the following question given the context:\nQuestion: What is PepsiCo's FY2019 depreciation and amortization expense? Answer in USD millions. Address the question by using the line items and information shown within the cash flow statement.\nContext: Table of Contents\nConsolidated Statement...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
259
FinanceBench
{ "expected_answer": "$2432.00", "problem_id": "259" }
<|begin_of_thought|> Okay, let's see. The question is asking for PepsiCo's depreciation and amortization expense for FY2019 in USD millions. The context provided is their cash flow statement for fiscal years 2019, 2018, and 2017. First, I need to recall how to find depreciation and amortization from a cash flow stat...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2019 unadjusted operating income % margin for Intel? Compute or extract the answer by primarily using the details outlined in the income statement.\nContext: Table of Contents\n \n \nCONSOLIDATED STATEMENTS OF INCOME\nYears ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
183
FinanceBench
{ "expected_answer": "30.6%", "problem_id": "183" }
<|begin_of_thought|> Okay, let's see. I need to find the FY2019 unadjusted operating income % margin for Intel. The user mentioned using the details from the income statement. Let me start by recalling what an operating income margin is. From what I remember, operating income is calculated by subtracting operating exp...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2019 - FY2020 unadjusted operating income growth rate for Activision Blizzard? Answer in units of percents and round to one decimal place. Address the question by using the line items and information shown within the stateme...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
247
FinanceBench
{ "expected_answer": "70.1%", "problem_id": "247" }
<|begin_of_thought|> Okay, let's see. I need to find the unadjusted operating income growth rate for Activision Blizzard from FY2019 to FY2020. The question mentions using the line items from the statement of income. Hmm, first, I should remember that operating income is typically listed as a separate line item. Let m...
[ { "content": "Answer the following question given the context:\nQuestion: What is Oracle's FY2015 unadjusted operating profit margin (as a percent of total revenue)? Give a response to the question by relying on the details shown in the income statement.\nContext: Table of Contents \nORACLE CORPORATION \nCONSOL...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
334
FinanceBench
{ "expected_answer": "36.3%", "problem_id": "334" }
<|begin_of_thought|> Okay, let's see. The question is asking for Oracle's FY2015 unadjusted operating profit margin as a percentage of total revenue. Hmm, right. So operating profit margin is basically operating income divided by total revenue, right? And they want it as a percentage, so I need to take the operating i...
[ { "content": "Answer the following question given the context:\nQuestion: From the perspective of a public equities analyst, please answer the following question by primarily taking information that is provided in the balance sheet. What is the year end FY2021 total assets for PepsiCo? Answer in USD millions.\n...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
152
FinanceBench
{ "expected_answer": "$92377.00", "problem_id": "152" }
<|begin_of_thought|> Okay, let's see. The question is asking for the total assets of PepsiCo at the end of fiscal year 2021, specifically on December 25, 2021. And the answer needs to be in USD millions. The context provided is the consolidated balance sheet for PepsiCo as of that date and the prior year, 2020. First...
[ { "content": "Answer the following question given the context:\nQuestion: How much did Apple generate in cash flow from operating activities in FY2018? Answer in USD thousands. Answer the question asked by assuming you only have access to information clearly displayed in the cash flow statement.\nContext: Apple...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
154
FinanceBench
{ "expected_answer": "$77434000.00", "problem_id": "154" }
<|begin_of_thought|> Okay, let's see. The question is asking how much Apple generated in cash flow from operating activities in FY2018, and the answer should be in USD thousands. The context provided is the cash flow statement for Apple Inc. for the years ending September 29, 2018, September 30, 2017, and September 24...
[ { "content": "Answer the following question given the context:\nQuestion: Based on the information provided primarily in the statement of cash flows, what is the FY2015 capital expenditure amount (in USD millions) for Kraft Heinz?\nContext: The Kraft Heinz Company\nConsolidated Statements of Cash Flows\n(in mil...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
255
FinanceBench
{ "expected_answer": "$648.00", "problem_id": "255" }
<|begin_of_thought|> Okay, let's see. The question is asking for the FY2015 capital expenditure amount for Kraft Heinz in USD millions. The context provided is their consolidated statement of cash flows. Hmm, capital expenditures are usually found in the investing activities section of the cash flow statement. So I ne...
[ { "content": "Answer the following question given the context:\nQuestion: What is PepsiCo's FY2018 interest coverage ratio? Define interest coverage ratio as: (unadjusted operating income [from income statement] + depreciation and amortization [from cash flow statement]) / gross interest expense [from income st...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
367
FinanceBench
{ "expected_answer": "8.2", "problem_id": "367" }
<|begin_of_thought|> Okay, let's try to figure out PepsiCo's FY2018 interest coverage ratio. The question says to use the operating income from the income statement, add depreciation and amortization from the cash flow statement, and divide by the gross interest expense from the income statement. Then round to two dec...
[ { "content": "Answer the following question given the context:\nQuestion: Using only the information within the statement of financial position, what is Oracle's FY2022 net working capital? Define net working capital as total current assets less total current liabilities. Answer in USD millions.\nContext: Table...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
350
FinanceBench
{ "expected_answer": "$12122.00", "problem_id": "350" }
<|begin_of_thought|> Okay, let's see. I need to find Oracle's FY2022 net working capital using the information from their balance sheet. The problem says to use the statement of financial position, which is the balance sheet, and define net working capital as total current assets minus total current liabilities. Alrig...
[ { "content": "Answer the following question given the context:\nQuestion: We need to calculate a financial metric by using information only provided within the P&L statement and the statement of cash flows. Please answer the following question: what is the FY2019 interest coverage ratio for Kraft Heinz? Define ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
330
FinanceBench
{ "expected_answer": "2.99", "problem_id": "330" }
<|begin_of_thought|> Okay, let's see. I need to calculate the FY2019 interest coverage ratio for Kraft Heinz using only the information from their P&L statement and cash flow statement. The question defines the interest coverage ratio as (unadjusted operating income + depreciation and amortization) divided by gross in...
[ { "content": "Answer the following question given the context:\nQuestion: In agreement with the information outlined in the statement of income, how much was AES's FY2017 net interest expense (in USD millions)?\nContext: 108\n THE AES CORPORATION\nCONSOLIDATED STATEMENTS OF OPERATIONS\nYEARS ENDED DECEMBER 31, ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
342
FinanceBench
{ "expected_answer": "$926.00", "problem_id": "342" }
<|begin_of_thought|> Okay, let's see. The question is asking for AES's FY2017 net interest expense in USD millions. The context provided is the consolidated statements of operations for AES from 2015 to 2017. Hmm, where exactly can I find the net interest expense? Looking at the structure of the financial statements....
[ { "content": "Answer the following question given the context:\nQuestion: What is Walmart's FY2019 COGS % margin? Base your judgments on the information provided primarily in the P&L statement.\nContext: WalmartInc.\nConsolidatedStatementsofIncome\n \n \nFiscalYearsEndedJanuary31,\n(Amounts in millions, except ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
184
FinanceBench
{ "expected_answer": "74.9%", "problem_id": "184" }
<|begin_of_thought|> Okay, let's see. The question is asking for Walmart's FY2019 COGS % margin. And we need to base the answer on the information provided in the P&L statement, specifically looking at the Consolidated Statements of Income. Alright, so first, I need to recall what COGS (Cost of Goods Sold) percentage ...
[ { "content": "Answer the following question given the context:\nQuestion: Assuming you only had access to the P&L statement and the statement of cash flows, please answer the following question: what is the FY2022 unadjusted EBITDA % margin for Walmart? Calculate unadjusted EBITDA using unadjusted operating inc...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
144
FinanceBench
{ "expected_answer": "6.4%", "problem_id": "144" }
<|begin_of_thought|> Okay, let's see. I need to calculate the FY2022 unadjusted EBITDA margin percentage for Walmart using the P&L statement and the cash flow statement. Hmm. Wait, the question mentions "unadjusted EBITDA using unadjusted operating income and D&A from the cash flow statement." So, EBITDA is usually Ea...
[ { "content": "Answer the following question given the context:\nQuestion: What is Block's (formerly known as Square) FY2017 asset turnover ratio? Asset turnover ratio is defined as: FY2017 revenue / (average total assets between FY2016 and FY2017). Round your answer to two decimal places. Calculate what was ask...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
360
FinanceBench
{ "expected_answer": "1.3", "problem_id": "360" }
<|begin_of_thought|> Okay, let's try to figure out Block's (formerly Square) FY2017 asset turnover ratio. The question says to use the line items from their consolidated balance sheets and P&L statements. The formula is FY2017 revenue divided by the average total assets between 2016 and 2017. Hmm, right. So first, I n...
[ { "content": "Answer the following question given the context:\nQuestion: How much net profit attributable to shareholders did AMD end up with in FY2020? Answer in USD millions. Base your judgments on the information provided primarily in the statement of income.\nContext: ITEM 8. FINANCIAL STATEMENTS AND SUPPL...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
354
FinanceBench
{ "expected_answer": "$2490.00", "problem_id": "354" }
<|begin_of_thought|> Okay, let's see. The question is asking for AMD's net profit attributable to shareholders in FY2020, in USD millions, based on the statement of income provided. Alright, so first, I need to remember that the net income from the income statement is usually the profit after all expenses, including t...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2017 D&A expense amount (in USD thousands) for Verizon? Address the question by adopting the perspective of a financial analyst who can only use the details shown within the statement of cash flows.\nContext: Consolidated St...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
82
FinanceBench
{ "expected_answer": "$16954000.00", "problem_id": "82" }
<|begin_of_thought|> Okay, let's see. The question is asking for the FY2017 D&A expense amount in USD thousands for Verizon, using only the details from their cash flow statement. Hmm. Alright, first, I need to remember that D&A stands for Depreciation and Amortization. In financial statements, especially the cash flo...
[ { "content": "Answer the following question given the context:\nQuestion: Basing your judgments off of the balance sheet, how much in accounts payable did Amcor owe at the end of FY2020? Answer in USD millions.\nContext: Amcor plc and Subsidiaries\nConsolidated Balance Sheet\n(in millions)\nAs of June 30,\n2020...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
258
FinanceBench
{ "expected_answer": "$2171.00", "problem_id": "258" }
<|begin_of_thought|> Okay, let's see. The question is asking how much in accounts payable Amcor owed at the end of FY2020. The context provided is their consolidated balance sheet as of June 30, 2020 and 2019. So, I need to look at the 2020 data specifically. First, I should recall that accounts payable are part of c...
[ { "content": "Answer the following question given the context:\nQuestion: By drawing conclusions from the information stated only in the balance sheet and the income statement, what is the FY2019 asset turnover ratio for CVS Health? Asset turnover ratio is defined as: FY2019 revenue / (average total assets betw...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
200
FinanceBench
{ "expected_answer": "1.23", "problem_id": "200" }
<|begin_of_thought|> Okay, let's see. I need to find the FY2019 asset turnover ratio for CVS Health. The formula given is Revenue divided by the average total assets between FY2018 and FY2019. Hmm. So first, I need to get the revenue for 2019 and the average total assets for those two years. Looking at the context pr...
[ { "content": "Answer the following question given the context:\nQuestion: Based on the information provided primarily in the income statement and the statement of cash flows, what is Apple's FY2021 retention ratio (using total cash dividends paid and net income attributable to shareholders)? Round answer to two...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
347
FinanceBench
{ "expected_answer": "0.85", "problem_id": "347" }
<|begin_of_thought|> Okay, let's try to figure out Apple's FY2021 retention ratio. The question mentions using the income statement and the statement of cash flows. The retention ratio is calculated as 1 minus the dividend payout ratio, right? So first, I need to find the total cash dividends paid in 2021 and the net ...
[ { "content": "Answer the following question given the context:\nQuestion: When primarily referencing the P&L statement, what is the FY2020 COGS for CVS Health? Please state answer in USD millions.\nContext: Index to Consolidated Financial Statements\nConsolidatedStatementsofOperations\nFortheYearsEndedDecember3...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
176
FinanceBench
{ "expected_answer": "$163981.00", "problem_id": "176" }
<|begin_of_thought|> Okay, let's see. The question is asking for the COGS (Cost of Goods Sold) for CVS Health in FY2020, based on their P&L statement. The context provided is their Consolidated Statements of Operations for the years 2020, 2019, and 2018. First, I need to recall that COGS is typically found under the...
[ { "content": "Answer the following question given the context:\nQuestion: Using only the information within the income statement, what is Nike's FY2022 selling, general, and administrative expense % margin?\nContext: Table of Contents\nNIKE, INC.\nCONSOLIDATED STATEMENTS OF INCOME\nYEAR ENDED MAY 31,\n(In milli...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
349
FinanceBench
{ "expected_answer": "31.7%", "problem_id": "349" }
<|begin_of_thought|> Okay, let's see. The question is asking for Nike's FY2022 selling, general, and administrative expense (SG&A) margin using only the information from the income statement. Hmm, SG&A margin is usually calculated as (SG&A expenses / Revenue) * 100 to get a percentage. But wait, the problem specifies ...
[ { "content": "Answer the following question given the context:\nQuestion: What is Best Buy's three year average unadjusted operating income % margin from FY2019 to FY2021? Answer in units of percents and round to one decimal place. Calculate (or extract) the answer from the income statement.\nContext: Consolida...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
285
FinanceBench
{ "expected_answer": "4.7%", "problem_id": "285" }
<|begin_of_thought|> Okay, let's see. I need to find Best Buy's three-year average unadjusted operating income percentage margin from fiscal years 2019 to 2021. The data provided is from their income statements. Hmm, so first, I should remember that operating income is listed on the income statement. The question ment...