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[ { "content": "Answer the following question given the context:\nQuestion: Using only the information within the balance sheet, what is Oracle's FY2019 net working capital? Define net working capital as total current assets less total current liabilities. Answer in USD thousands.\nContext: Table of Contents\nInd...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
24
FinanceBench
{ "expected_answer": "$27756000.00", "problem_id": "24" }
<|begin_of_thought|> Okay, let's see. I need to find Oracle's FY2019 net working capital using the balance sheet information provided. The question mentions that net working capital is total current assets minus total current liabilities. Alright, so I should look at the current assets and current liabilities sections...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2020 retention ratio (using total cash dividends paid and net income attributable to shareholders) for Boeing? Round answer to two decimal places. Provide a response to the question by primarily using the income statement an...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
249
FinanceBench
{ "expected_answer": "1.1", "problem_id": "249" }
<|begin_of_thought|> Okay, let's try to figure out the FY2020 retention ratio for Boeing using the total cash dividends paid and net income. Hmm, first, I need to recall what the retention ratio is. From what I remember, the retention ratio is the portion of net income that a company keeps to reinvest in the business ...
[ { "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 PepsiCo's three year average net profit % margin from FY2015 to FY2017? Answer in unit...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
386
FinanceBench
{ "expected_answer": "8.8%", "problem_id": "386" }
<|begin_of_thought|> Okay, let's see. I need to find PepsiCo's three-year average net profit margin from FY2015 to FY2017. The question mentions using the P&L statement, specifically the table provided. Hmm, net profit margin... right, that's calculated by taking net income divided by net revenue, then multiplying by ...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2020 capital expenditure amount (in USD millions) for PepsiCo? Respond to the question by assuming the perspective of an investment analyst who can only use the details shown within the statement of cash flows.\nContext: Tab...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
351
FinanceBench
{ "expected_answer": "$4240.00", "problem_id": "351" }
<|begin_of_thought|> Okay, let's see. The question is asking for the FY2020 capital expenditure amount for PepsiCo in USD millions, using only the details from their statement of cash flows. Alright, where do I start? Well, capital expenditures, or CapEx, are typically reported under the investing activities section o...
[ { "content": "Answer the following question given the context:\nQuestion: What is the year end FY2022 net PPNE for Block (formerly known as Square)? Answer in USD millions. Give a solution to the question by using the balance sheet.\nContext: BLOCK, INC.\nCONSOLIDATED BALANCE SHEETS\n(In thousands, except share...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
100
FinanceBench
{ "expected_answer": "$329.00", "problem_id": "100" }
<|begin_of_thought|> Okay, let's try to figure out the net PPNE (Prepaid Property, Plant, and Equipment) for Block Inc. at the end of FY2022. The question asks for the net PPNE, which I think stands for Prepaid Property, Plant, and Equipment. But wait, maybe that's a typo? Usually, PPNE is Prepaid, Property, Plant, an...
[ { "content": "Answer the following question given the context:\nQuestion: What is Intel's FY2019 days inventory outstanding (DIO)? DIO is defined as: 365 * (average inventory between FY2018 and FY2019) / (FY2019 COGS). Round your answer to two decimal places. Calculate what was asked by utilizing the line items...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
260
FinanceBench
{ "expected_answer": "97.89", "problem_id": "260" }
<|begin_of_thought|> Okay, let's try to figure out Intel's DIO for FY2019. The question says to use the line items from the income statement and balance sheet. DIO is 365 multiplied by average inventory divided by COGS for the year. So first, I need to get the inventory value for FY2019 and FY2018. Then, find the COGS...
[ { "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 P&L statement and the balance sheet. Here's the question: what is the FY2019 return on assets (ROA) for AMD? ROA is defined as: FY2019 ne...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
243
FinanceBench
{ "expected_answer": "0.06", "problem_id": "243" }
<|begin_of_thought|> Okay, let's see. I need to calculate the FY2019 ROA for AMD using their P&L statement and balance sheet. ROA is net income divided by average total assets between FY2018 and FY2019. Alright, let's start by breaking down what each part means. First, net income for FY2019. Looking at the P&L statem...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2017 - FY2019 3 year average of D&A as a % of revenue for Best Buy? Answer 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 and the ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
68
FinanceBench
{ "expected_answer": "1.7%", "problem_id": "68" }
<|begin_of_thought|> Okay, let's see. I need to find the 3-year average of Depreciation and Amortization (D&A) as a percentage of revenue for Best Buy from FY2017 to FY2019. The answer should be a single percentage rounded to one decimal place. The user mentioned relying on the income statement and cash flow statement...
[ { "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, what is the FY2021 - FY2022 change in COGS % margin for ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
193
FinanceBench
{ "expected_answer": "1.9%", "problem_id": "193" }
<|begin_of_thought|> Okay, let's see. I need to calculate the change in COGS % margin for General Mills from FY2021 to FY2022. Hmm. COGS percentage margin, right? So COGS margin is typically calculated as (COGS / Net Sales) * 100 to get the percentage. So the question is asking for the difference between the COGS marg...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2017 capital expenditure amount (in USD millions) for AMD? Please base your judgments on the information provided primarily in the cash flow statement.\nContext: Advanced Micro Devices, Inc.\nConsolidated Statements of Cash ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
226
FinanceBench
{ "expected_answer": "$113.00", "problem_id": "226" }
<|begin_of_thought|> Okay, let's see. The question is asking for the FY2017 capital expenditure amount (in USD millions) for AMD. The context provided is their consolidated cash flow statement. Hmm, right. Capital expenditures, or CapEx, usually refer to the money a company spends to acquire, upgrade, or maintain phys...
[ { "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 balance sheet, what is ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
56
FinanceBench
{ "expected_answer": "$51259.00", "problem_id": "56" }
<|begin_of_thought|> Okay, let's see. I need to find the total current assets for Pfizer as of the end of FY2022. The user mentioned that I don't have internet access, so I can't just look up the financial metrics. I have to parse the balance sheet provided here. First, I remember that current assets are the assets t...
[ { "content": "Answer the following question given the context:\nQuestion: What is AMD's FY2018 operating cash flow ratio? Operating cash flow ratio is defined as: cash from operations / total current liabilities. Round your answer to two decimal places. Provide a response to the question by primarily using the ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
407
FinanceBench
{ "expected_answer": "0.02", "problem_id": "407" }
<|begin_of_thought|> Okay, let's see. I need to find AMD's FY2018 operating cash flow ratio. The ratio is cash from operations divided by total current liabilities. Alright, so first, I should look at the cash flow statement for 2018 to get the cash from operations. Then check the balance sheet for total current liabi...
[ { "content": "Answer the following question given the context:\nQuestion: By relying on the line items plainly stated within the P&L statement, what is Intel's year-over-year change in revenue from FY2016 to FY2017 (in units of percents and round to one decimal place)?\nContext: Table of Contents\n \n \nintel c...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
234
FinanceBench
{ "expected_answer": "5.7%", "problem_id": "234" }
<|begin_of_thought|> Okay, let's see. The question is asking for Intel's year-over-year change in revenue from FY2016 to FY2017, expressed as a percentage and rounded to one decimal place. The context provides the Consolidated Statements of Income for Intel, with data for three fiscal years: 2017, 2016, and 2015. Fi...
[ { "content": "Answer the following question given the context:\nQuestion: What is eBay's FY2019 net sales (in USD millions)? Approach the question asked by assuming the standpoint of an investment banking analyst who only has access to the statement of income.\nContext: eBay Inc.\nCONSOLIDATED STATEMENT OF INCO...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
305
FinanceBench
{ "expected_answer": "$10800.00", "problem_id": "305" }
<|begin_of_thought|> Okay, let's see. The question is asking for eBay's FY2019 net sales in USD millions. The user mentioned that I should approach this as an investment banking analyst with access only to the statement of income. So, I need to figure out how to get net sales from the income statement. First, I remem...
[ { "content": "Answer the following question given the context:\nQuestion: What is Intel's FY2017 free cash flow (FCF)? FCF here is defined as: (cash from operations - capex). Answer in USD millions. Provide a response to the question by primarily using the cash flow statement.\nContext: Table of Contents\n \n \...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
19
FinanceBench
{ "expected_answer": "$10332.00", "problem_id": "19" }
<|begin_of_thought|> Okay, let's see. I need to find Intel's free cash flow (FCF) for FY2017 using the cash flow statement. The definition given is cash from operations minus capital expenditures (capex). Alright, so first, I need to locate the relevant numbers from the cash flow statement. Looking at the consolidate...
[ { "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 P&L statement and the cash flow statement. What is Amcor's FY2020 retention ratio (using total...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
397
FinanceBench
{ "expected_answer": "-0.24", "problem_id": "397" }
<|begin_of_thought|> Okay, let's try to figure out Amcor's FY2020 retention ratio using the P&L and cash flow statements. Hmm, retention ratio is the portion of net income that the company keeps instead of paying out as dividends. The formula should be (Net Income - Cash Dividends) divided by Net Income, right? So fir...
[ { "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 balance sheet and the income statement. Here's the question: what is Best Buy's FY2016 inventory turnover ratio? Inventory turnover rati...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
310
FinanceBench
{ "expected_answer": "5.93", "problem_id": "310" }
<|begin_of_thought|> Okay, let's see. I need to find Best Buy's FY2016 inventory turnover ratio. The formula is COGS divided by average inventory between FY2015 and FY2016. Alright, where do I get COGS and inventory values from? First, the income statement. The COGS for FY2016 should be in the "Cost of Goods Sold" li...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2015 unadjusted EBITDA % margin for Intel? Calculate unadjusted EBITDA using unadjusted operating income and D&A (from cash flow statement). Compute or extract the answer by primarily using the details outlined in the statem...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
324
FinanceBench
{ "expected_answer": "41.0%", "problem_id": "324" }
<|begin_of_thought|> Okay, let's see. I need to find the unadjusted EBITDA margin for Intel in FY2015. The question mentions using unadjusted operating income and D&A from the cash flow statement. Hmm, wait. Wait, EBITDA is usually Earnings Before Interest, Taxes, Depreciation, and Amortization. So unadjusted EBITDA w...
[ { "content": "Answer the following question given the context:\nQuestion: What is Corning's FY2020 inventory turnover ratio? Inventory turnover ratio is defined as: (FY2020 COGS) / (average inventory between FY2019 and FY2020). Round your answer to two decimal places. Calculate (or extract) the answer from the ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
215
FinanceBench
{ "expected_answer": "3.27", "problem_id": "215" }
<|begin_of_thought|> Okay, let's see. I need to find Corning's FY2020 inventory turnover ratio. The formula is COGS divided by average inventory between 2019 and 2020. Alright, first, I should check the income statement for COGS. In the 2020 income statement, under Cost of Sales, it's 7,772 million. So that's COGS for...
[ { "content": "Answer the following question given the context:\nQuestion: What is FY2020 days sales outstanding (DSO) for Walmart? DSO is defined as: 365 * (average accounts receivable between FY2019 and FY2020) / (FY2020 Revenue). Round your answer to two decimal places. Approach the question asked by assuming...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
166
FinanceBench
{ "expected_answer": "4.38", "problem_id": "166" }
<|begin_of_thought|> Okay, let's see. I need to calculate Walmart's FY2020 Days Sales Outstanding (DSO) using the given financial statements. DSO is calculated as 365 multiplied by the average accounts receivable divided by the revenue for the year. The question mentions that the average accounts receivable is between...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2017 return on assets (ROA) for Costco? ROA is defined as: FY2017 net income / (average total assets between FY2016 and FY2017). Round your answer to two decimal places. Please base your judgments on the information provided...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
229
FinanceBench
{ "expected_answer": "0.08", "problem_id": "229" }
<|begin_of_thought|> Okay, let's see. I need to find the FY2017 return on assets (ROA) for Costco. The problem says ROA is calculated as FY2017 net income divided by the average total assets between FY2016 and FY2017. Then round to two decimal places. Alright, let's break this down step by step. First, I need to get ...
[ { "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 balance sheet and the statement of income. Here's the question: what is the FY2019 return on assets (ROA) for Coca Cola? ROA is defined ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
322
FinanceBench
{ "expected_answer": "0.11", "problem_id": "322" }
<|begin_of_thought|> Okay, let's see. I need to calculate the FY2019 Return on Assets (ROA) for Coca-Cola. The formula given is net income divided by average total assets between 2018 and 2019. Alright, so first, I need to get the net income for FY2019. Let me check the balance sheet and income statement. Looking at ...
[ { "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 balance sheet and the P&L statement. Here's the question: what is Johnson & Johnson's FY2020 asset turnover ratio? Asset turnover ratio i...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
332
FinanceBench
{ "expected_answer": "0.5", "problem_id": "332" }
<|begin_of_thought|> Okay, let's see. I need to calculate Johnson & Johnson's asset turnover ratio for FY2020. The formula given is FY2020 revenue divided by the average total assets between FY2019 and FY2020. Alright, so first, I need to find the revenue for FY2020. Looking at the P&L statement, under the "Sales to c...
[ { "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 income statement and the cash flow statement: what is the FY2020 - FY2022 3 year average unadjusted EBITDA % ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
73
FinanceBench
{ "expected_answer": "19.8%", "problem_id": "73" }
<|begin_of_thought|> Okay, let's try to figure out the unadjusted EBITDA margin for Netflix from 2020 to 2022. The question says to use the income statement and cash flow statement. Unadjusted EBITDA is defined as operating income plus depreciation and amortization from the cash flow statement. Then, the margin is tha...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2017 - FY2019 3 year average of capex as a % of revenue for Walmart? Answer in units of percents and round to one decimal place. Please base your judgments on the information provided primarily in the cash flow statement and...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
408
FinanceBench
{ "expected_answer": "2.1%", "problem_id": "408" }
<|begin_of_thought|> Okay, let's see. I need to find the 3-year average of capex as a percentage of revenue for Walmart from FY2017 to FY2019. The question says to base the answer on the cash flow statement and the P&L statement. Hmm, capex is capital expenditures, which I think comes from the cash flow statement. But...
[ { "content": "Answer the following question given the context:\nQuestion: What is FY2021 working capital ratio for Best Buy? Define working capital ratio as total current assets divided by total current liabilities. Round your answer to two decimal places. Please base your judgments on the information provided ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
3
FinanceBench
{ "expected_answer": "1.19", "problem_id": "3" }
<|begin_of_thought|> Okay, let's see. I need to find the working capital ratio for Best Buy in FY2021. The question says the working capital ratio is total current assets divided by total current liabilities, rounded to two decimal places. The context is the consolidated balance sheets for January 30, 2021 (which I th...
[ { "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, what is FY2022 working capital ratio for PepsiCo? Define worki...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
374
FinanceBench
{ "expected_answer": "0.8", "problem_id": "374" }
<|begin_of_thought|> Okay, let's see. I need to calculate the working capital ratio for PepsiCo in FY2022. The working capital ratio is defined as total current assets divided by total current liabilities. Alright, so first, I should look at the balance sheet provided for 2022. Looking at the table, under the ASSETS...
[ { "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 financial position: what is FY2015 net working capital for 3M? Define net working capital as tot...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
379
FinanceBench
{ "expected_answer": "$3868.00", "problem_id": "379" }
<|begin_of_thought|> Okay, let's see. I need to find the FY2015 net working capital for 3M Company using their statement of financial position. The question says net working capital is total current assets minus total current liabilities. So, I should look up the current assets and current liabilities for 2015 in the ...
[ { "content": "Answer the following question given the context:\nQuestion: What is AES's FY2020 net income % margin? Please utilize information provided primarily within the P&L statement.\nContext: Consolidated Statements of Operations\nYears ended December 31, 2020, 2019, and 2018 \n2020\n2019\n2018\n(in milli...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
327
FinanceBench
{ "expected_answer": "0.5%", "problem_id": "327" }
<|begin_of_thought|> Okay, let's try to figure out the net income margin for AES in FY2020 using the P&L statement provided. Hmm, first, I need to recall what net income margin means. It's the ratio of net income to revenue, usually expressed as a percentage. So the formula should be (Net Income / Revenue) * 100. Loo...
[ { "content": "Answer the following question given the context:\nQuestion: What is FY2020 net working capital for AES? Define net working capital as total current assets less total current liabilities. Answer in USD millions. Give a solution to the question by using the balance sheet.\nContext: Consolidated Bala...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
341
FinanceBench
{ "expected_answer": "$52.00", "problem_id": "341" }
<|begin_of_thought|> Okay, let's see. I need to find the net working capital for AES in FY2020. The question says to define net working capital as total current assets minus total current liabilities. So first, I need to look at the balance sheet for 2020. Looking at the balance sheet provided, under the ASSETS sect...
[ { "content": "Answer the following question given the context:\nQuestion: What is the quantity of restructuring costs directly outlined in Costco's income statements for FY2022? If restructuring costs are not explicitly outlined then state 0.\nContext: COSTCO WHOLESALE CORPORATION\nCONSOLIDATED STATEMENTS OF IN...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
168
FinanceBench
{ "expected_answer": "0", "problem_id": "168" }
<|begin_of_thought|> Okay, let's see. The question is asking for the quantity of restructuring costs directly outlined in Costco's income statements for FY2022. If they aren't explicitly mentioned, we should state 0. First, I need to check the given context, which is the consolidated income statements for Costco fro...
[ { "content": "Answer the following question given the context:\nQuestion: What is Apple's FY2017 net profit margin as a percentage? Answer the question asked by assuming you only have access to information clearly displayed in the statement of income.\nContext: Apple Inc.\nCONSOLIDATED STATEMENTS OF OPERATIONS\...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
138
FinanceBench
{ "expected_answer": "21.1%", "problem_id": "138" }
<|begin_of_thought|> Okay, let's see. The question is asking for Apple's FY2017 net profit margin as a percentage. And the context gives the consolidated statements of operations for three different years: 2017, 2016, and 2015. Hmm. So I need to find the net profit margin for 2017. First, I remember that profit marg...
[ { "content": "Answer the following question given the context:\nQuestion: What is AMD's FY2015 working capital ratio? Define working capital ratio as total current assets divided by total current liabilities. Round your answer to two decimal places. Please base your judgments on the information provided primari...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
146
FinanceBench
{ "expected_answer": "1.65", "problem_id": "146" }
<|begin_of_thought|> Okay, let's see. I need to find AMD's FY2015 working capital ratio. The question says to use the statement of financial position, which is the balance sheet. The working capital ratio is total current assets divided by total current liabilities, and then round to two decimal places. First, I need...
[ { "content": "Answer the following question given the context:\nQuestion: Based on the information provided primarily in the balance sheet and the statement of income, what is American Water Works's FY2018 days sales outstanding (DSO)? DSO is defined as: 365 * (average accounts receivable between FY2017 and FY2...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
118
FinanceBench
{ "expected_answer": "30.4", "problem_id": "118" }
<|begin_of_thought|> Okay, let's see. I need to calculate American Water Works's DSO for FY2018. DSO is defined as 365 multiplied by average accounts receivable divided by revenue for that year. The question says to use the balance sheet and income statement, so I should check those. First, let's get the accounts rec...
[ { "content": "Answer the following question given the context:\nQuestion: What is FY2019 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. Approach the question asked by assuming the st...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
315
FinanceBench
{ "expected_answer": "1.26", "problem_id": "315" }
<|begin_of_thought|> Okay, let's see. I need to find the working capital ratio for Johnson & Johnson in FY2019. The working capital ratio is total current assets divided by total current liabilities. Alright, so first, I should check the 2019 numbers from the balance sheet. Looking at the 2019 section. Current assets...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2019 - FY2020 change in COGS % margin for Johnson & Johnson? Answer in units of percents and round to one decimal place. Base your judgments on the information provided primarily in the income statement.\nContext: JOHNSON & ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
47
FinanceBench
{ "expected_answer": "0.8%", "problem_id": "47" }
<|begin_of_thought|> Okay, let's see. I need to find the change in COGS % margin for Johnson & Johnson from FY2019 to FY2020. The question mentions using the income statement, so I should look at the cost of products sold and sales figures for both years. First, COGS margin percentage. That's usually calculated as (C...
[ { "content": "Answer the following question given the context:\nQuestion: What is American Water Works's FY2017 total D&A (as shown in cash flow statement) as a percent of total revenue? Address the question by adopting the perspective of a financial analyst who can only use the details shown within the cash fl...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
140
FinanceBench
{ "expected_answer": "14.7%", "problem_id": "140" }
<|begin_of_thought|> Okay, let's see. The question is asking for American Water Works's FY2017 total D&A as a percentage of total revenue. And I can only use the details from the cash flow statement and the statement of income. Hmm. So first, I need to figure out where to find D&A in the cash flow statement. Wait, the...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2022 return on assets (ROA) for Walmart? ROA is defined as: FY2022 net income / (average total assets between FY2021 and FY2022). Round your answer to two decimal places. Calculate what was asked by utilizing the line items ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
127
FinanceBench
{ "expected_answer": "0.05", "problem_id": "127" }
<|begin_of_thought|> Okay, let's see. I need to calculate Walmart's FY2022 return on assets (ROA) using the given financial statements. ROA is defined as net income divided by average total assets between FY2021 and FY2022. Alright, let's break this down step by step. First, I need to find the net income for FY2022. ...
[ { "content": "Answer the following question given the context:\nQuestion: What is the year end FY2021 total current assets for Kraft Heinz? Answer in USD millions. Calculate (or extract) the answer from the balance sheet.\nContext: The Kraft Heinz Company\nConsolidated Balance Sheets\n(in millions, except per s...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
27
FinanceBench
{ "expected_answer": "$8994.00", "problem_id": "27" }
<|begin_of_thought|> Okay, let's see. The question is asking for the total current assets for Kraft Heinz at the end of fiscal year 2021, expressed in USD millions. The context gives the balance sheet for December 25, 2021, which is the end of FY2021. First, I need to make sure I understand the balance sheet structu...
[ { "content": "Answer the following question given the context:\nQuestion: Based on the information provided primarily in the cash flow statement, what is the FY2020 capital expenditure amount (in USD millions) for Microsoft?\nContext: PART II\nItem 8\n \nCASH FLOWS STATEMENTS\n \n(In millions)\n \n \n \n \n \n ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
311
FinanceBench
{ "expected_answer": "$15441.00", "problem_id": "311" }
<|begin_of_thought|> Okay, let's see. The question is asking for Microsoft's FY2020 capital expenditure amount in USD millions based on the cash flow statement provided. Hmm. Capital expenditures, or CapEx, typically refer to the money a company spends to acquire, maintain, or improve its fixed assets, like property, ...
[ { "content": "Answer the following question given the context:\nQuestion: By relying on the line items plainly stated within the statement of income and the cash flow statement, what is Corning's three year average of depreciation and amortization expense as a % of revenue from FY2017 to FY2019? Answer in units...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
318
FinanceBench
{ "expected_answer": "12.0%", "problem_id": "318" }
<|begin_of_thought|> Okay, let's see. I need to find Corning's three-year average depreciation and amortization expense as a percentage of revenue from FY2017 to FY2019. Hmm. Alright, let's break this down step by step. First, I need to figure out the depreciation and amortization expenses for each of those three yea...
[ { "content": "Answer the following question given the context:\nQuestion: How much (in USD billions) was Adobe's FY2017 selling, general, and administrative expense? Give a solution to the question by using the statement of income.\nContext: Table of Contents\n58\nADOBE SYSTEMS INCORPORATED\nCONSOLIDATED STATEM...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
340
FinanceBench
{ "expected_answer": "$2.80", "problem_id": "340" }
<|begin_of_thought|> Okay, let's see. The question is asking for Adobe's FY2017 selling, general, and administrative expense in USD billions. The context provided is the consolidated statement of income for the years ended December 1, 2017, December 2, 2016, and November 27, 2015. Hmm, wait, the years are a bit confus...
[ { "content": "Answer the following question given the context:\nQuestion: Using only the information within the statement of cash flows, how much (in USD millions) did Walmart generate in cash from operations in FY2018?\nContext: Walmart Inc.\nConsolidated Statements of Cash Flows\n \n \nFiscal Years Ended Janu...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
409
FinanceBench
{ "expected_answer": "$28337.00", "problem_id": "409" }
<|begin_of_thought|> Okay, let's see. The question is asking how much cash Walmart generated from operations in FY2018 using only the information in the cash flow statement. Hmm. So, the cash flow statement has sections for operating, investing, and financing activities. The key part here is the cash flows from operat...
[ { "content": "Answer the following question given the context:\nQuestion: What is Netflix's FY2021 capex? Answer in USD thousands. Please base your judgments on the information provided primarily in the cash flow statement.\nContext: Table of Contents \nNETFLIX, INC. \nCONSOLIDATED STATEMENTS OF CASH FLOWS \n(i...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
293
FinanceBench
{ "expected_answer": "$525000.00", "problem_id": "293" }
<|begin_of_thought|> Okay, let's see. The question is asking for Netflix's FY2021 capital expenditure (capex) in USD thousands. The context provided is their cash flow statement. Hmm. Capital expenditures are typically found under the investing activities section of the cash flow statement. So I need to look at the in...
[ { "content": "Answer the following question given the context:\nQuestion: Taking into account the information outlined in the P&L statement and the statement of financial position, what is 3M's FY2018 fixed asset turnover ratio? Fixed asset turnover ratio is defined as: FY2018 revenue / (average PP&E between FY...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
283
FinanceBench
{ "expected_answer": "3.72", "problem_id": "283" }
<|begin_of_thought|> Okay, let's see. I need to calculate 3M's fixed asset turnover ratio for FY2018. The formula given is FY2018 revenue divided by the average PP&E between FY2017 and FY2018. Alright, so first, I should check the net sales (which is revenue) for 2018. Looking at the P&L statement, under the "Net sale...
[ { "content": "Answer the following question given the context:\nQuestion: When primarily referencing the P&L statement and the balance sheet, what is the FY2021 return on assets (ROA) for Amazon? ROA is defined as: FY2021 net income / (average total assets between FY2020 and FY2021). Round your answer to two de...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
273
FinanceBench
{ "expected_answer": "0.09", "problem_id": "273" }
<|begin_of_thought|> Okay, let's try to figure out the ROA for Amazon in FY2021. The question says ROA is net income divided by average total assets between FY2020 and FY2021. So first, I need to get the net income for 2021 from the P&L statement. Looking at the table, under the "Net income" line for 2021, it's $33,36...
[ { "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
191
FinanceBench
{ "expected_answer": "$128.00", "problem_id": "191" }
<|begin_of_thought|> Okay, let's see. I need to figure out how much cash Block (Square) generated from operations in FY2017 using the cash flow statement. Since I don't trust financial metrics providers, I have to go straight to the cash flow data. Alright, the question is asking for cash from operations. First, I r...
[ { "content": "Answer the following question given the context:\nQuestion: Considering the data in the statement of income and the cash flow statement, what is the FY2015 dividend payout ratio (using total cash dividends paid and net income attributable to shareholders) for Intel? Round answer to two decimal pla...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
143
FinanceBench
{ "expected_answer": "0.4", "problem_id": "143" }
<|begin_of_thought|> Okay, let's try to figure out the dividend payout ratio for Intel in FY2015 using the given data from their income statement and cash flow statement. Hmm, first, I need to recall what the dividend payout ratio is. From what I remember, the dividend payout ratio is calculated by dividing the total ...
[ { "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. Here's the question: how much in net PPNE did MGM Resorts have at the end of FY2021? Answer in USD mill...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
228
FinanceBench
{ "expected_answer": "$14435.00", "problem_id": "228" }
<|begin_of_thought|> Okay, let's see. The question is asking for the net PPNE (Property, Plant, and Equipment, Net) that MGM Resorts had at the end of FY2021. The only resource provided is the Consolidated Balance Sheets for 2021 and 2020. So I need to look at the 2021 data. First, I remember that PPNE is listed unde...
[ { "content": "Answer the following question given the context:\nQuestion: What is Boeing's year end FY2020 total current liabilities (in USD millions)? Answer the question asked by assuming you only have access to information clearly displayed in the balance sheet.\nContext: Table of Contents\nThe Boeing Compan...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
38
FinanceBench
{ "expected_answer": "$87280.00", "problem_id": "38" }
<|begin_of_thought|> Okay, let's see. The question is asking for Boeing's total current liabilities as of the end of fiscal year 2020, in USD millions. The context provided is a balance sheet, specifically the Consolidated Statements of Financial Position for December 31, 2020 and 2019. Since the user mentioned assumi...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2016 - FY2018 3 year average of capex as a % of revenue for Apple? Answer in units of percents and round to one decimal place. Give a solution to the question by using the income statement and the statement of cash flows.\nC...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
337
FinanceBench
{ "expected_answer": "5.4%", "problem_id": "337" }
<|begin_of_thought|> Okay, let's see. I need to find the 3-year average of capex as a percentage of revenue for Apple from FY2016 to FY2018. Hmm. Capex is capital expenditure, right? That's the money a company spends to acquire, maintain, or improve its fixed assets. In the cash flow statement, capital expenditures ar...
[ { "content": "Answer the following question given the context:\nQuestion: By drawing conclusions from the information stated only in the statement of income, what is the FY2018 SG&A (in USD millions) for Best Buy?\nContext: Table of Contents\nConsolidated Statements of Earnings\n$ and shares in millions, except...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
29
FinanceBench
{ "expected_answer": "$8023.00", "problem_id": "29" }
<|begin_of_thought|> Okay, let's see. The question is asking for the FY2018 SG&A (Selling, General, and Administrative expenses) in USD millions for Best Buy. The context provided is the Consolidated Statements of Earnings, which includes various financial figures for different fiscal years. First, I need to make su...
[ { "content": "Answer the following question given the context:\nQuestion: What is Activision Blizzard's FY2017 unadjusted EBITDA (using unadjusted operating income and D&A from cash flow statement) % margin? Please base your judgments on the information provided primarily in the statement of cash flows and the ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
89
FinanceBench
{ "expected_answer": "31.3%", "problem_id": "89" }
<|begin_of_thought|> Okay, let's try to figure out Activision Blizzard's FY2017 unadjusted EBITDA margin. Hmm, the question mentions using unadjusted operating income and D&A from the cash flow statement. Wait, but the cash flow statement might have different depreciation and amortization numbers than the income state...
[ { "content": "Answer the following question given the context:\nQuestion: When primarily referencing the income statement, how much (in USD millions) was Oracle's FY2016 selling, general, and administrative expense?\nContext: Table of Contents\nORACLE CORPORATION\nCONSOLIDATED STATEMENTS OF OPERATIONS\nFor the ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
299
FinanceBench
{ "expected_answer": "$9039.00", "problem_id": "299" }
<|begin_of_thought|> Okay, let's see. The question is asking for Oracle's FY2016 selling, general, and administrative expense in USD millions, based on the income statement provided. Hmm, first, I need to make sure I understand the structure of the income statement correctly. The user provided a table of contents, but...
[ { "content": "Answer the following question given the context:\nQuestion: What is PG&E's FY2017 days inventory outstanding (DIO)? DIO is defined as: 365 * (average inventory between FY2016 and FY2017) / (FY2017 COGS). Round your answer to two decimal places. Give a response to the question by relying on the det...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
98
FinanceBench
{ "expected_answer": "34.08", "problem_id": "98" }
<|begin_of_thought|> Okay, let's try to figure out PG&E's FY2017 days inventory outstanding (DIO). The formula given is 365 multiplied by average inventory divided by COGS for FY2017. So, I need to get the average inventory between FY2016 and FY2017 and then divide that by the COGS for 2017, then multiply by 365. Then...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2015 - FY2017 3 year average of D&A as a % of revenue for Verizon? Answer in units of percents and round to one decimal place. Calculate what was asked by utilizing the line items clearly shown in the income statement and th...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
119
FinanceBench
{ "expected_answer": "12.8%", "problem_id": "119" }
<|begin_of_thought|> Okay, let's see. I need to find the 3-year average of D&A as a percentage of revenue for Verizon from FY2015 to FY2017. Hmm. So first, D&A stands for Depreciation and Amortization. The question is asking for the average of that over those three years, expressed as a percentage of revenue. And then...
[ { "content": "Answer the following question given the context:\nQuestion: How much was 3M's FY2016 net interest expense (in USD thousands)? Respond to the question by assuming the perspective of an investment analyst who can only use the details shown within the income statement.\nContext: Table of Contents \n3...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
148
FinanceBench
{ "expected_answer": "$170000.00", "problem_id": "148" }
<|begin_of_thought|> Okay, let's see. The question is asking for 3M's net interest expense for FY2016 in USD thousands. The context provided is their consolidated income statement for 2016, 2015, and 2014. Since I'm an investment analyst, I need to figure this out using only the information in the income statement. Le...
[ { "content": "Answer the following question given the context:\nQuestion: According to the information provided in the cash flow statement and the statement of income, what is the FY2022 unadjusted EBITDA % margin for Apple? Calculate unadjusted EBITDA using unadjusted operating income and D&A (from cash flow s...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
261
FinanceBench
{ "expected_answer": "33.1%", "problem_id": "261" }
<|begin_of_thought|> Okay, let's try to figure out the unadjusted EBITDA margin for Apple in FY2022. Hmm, the question mentions using unadjusted operating income and D&A from the cash flow statement. Wait, but I need to make sure I understand what unadjusted EBITDA is. From what I remember, EBITDA is Earnings Before 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 and the income statement. What is the FY2020 return on assets (ROA) for Netflix?...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
134
FinanceBench
{ "expected_answer": "0.08", "problem_id": "134" }
<|begin_of_thought|> Okay, let's see. I need to calculate the FY2020 return on assets (ROA) for Netflix. The question specifies that ROA is net income divided by the average total assets between FY2019 and FY2020. Alright, so first, I should find the net income for FY2020 and the average total assets for those two yea...
[ { "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, what is the FY2020 - FY2022 3 year average of COGS as a ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
12
FinanceBench
{ "expected_answer": "21.6%", "problem_id": "12" }
<|begin_of_thought|> Okay, let's see. I need to find the 3-year average of COGS as a percentage of revenue for PG&E from FY2020 to FY2022. The question says to base the judgment on the information in the income statements. Alright, so first, I should check what COGS stands for. COGS usually stands for Cost of Goods So...
[ { "content": "Answer the following question given the context:\nQuestion: What is Boeing's FY2022 unadjusted operating income (in USD millions)? Give a response to the question by relying on the details shown in the income statement.\nContext: Table of Contents\nThe Boeing Company and Subsidiaries\nConsolidated...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
178
FinanceBench
{ "expected_answer": "-$3547.00", "problem_id": "178" }
<|begin_of_thought|> Okay, let's see. The question is asking for Boeing's FY2022 unadjusted operating income in USD millions. The context provides the Consolidated Statements of Operations for the years 2022, 2021, and 2020. Hmm, I need to figure out where the unadjusted operating income is listed here. First, I rem...
[ { "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
67
FinanceBench
{ "expected_answer": "$8711.00", "problem_id": "67" }
<|begin_of_thought|> Okay, let's see. The question is asking how much depreciation and amortization expense Intel had in FY2015, but the investor doesn't trust financial metric providers. The context gives the consolidated cash flow statements for 2015, 2014, and 2013. The investor wants the answer based primarily on ...
[ { "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 income statement and the statement of financial position: what is General Mills's FY2019 asset turnover ratio...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
108
FinanceBench
{ "expected_answer": "0.56", "problem_id": "108" }
<|begin_of_thought|> Okay, let's see. I need to calculate General Mills's FY2019 asset turnover ratio. The question says to use the income statement and the statement of financial position. The asset turnover ratio is defined as FY2019 revenue divided by the average total assets between FY2018 and FY2019. Alright, let...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2021 unadjusted EBITDA less capex for Activision Blizzard? Define unadjusted EBITDA as unadjusted operating income + depreciation and amortization [from cash flow statement]. Answer in USD millions. Calculate (or extract) th...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
84
FinanceBench
{ "expected_answer": "$3295.00", "problem_id": "84" }
<|begin_of_thought|> Okay, let's try to figure out the unadjusted EBITDA less capex for Activision Blizzard in FY2021. Hmm, first, I need to understand what unadjusted EBITDA is. The question says it's defined as unadjusted operating income plus depreciation and amortization. So, from the cash flow statement, right? B...
[ { "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: how much inventory did American Water Works have at the end of FY2018? Answer in USD millions....
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
222
FinanceBench
{ "expected_answer": "$41.00", "problem_id": "222" }
<|begin_of_thought|> Okay, let's see. The question is asking how much inventory American Water Works had at the end of FY2018, using the balance sheet information provided. Alright, so first, I need to recall that inventory is typically found in the current assets section of a balance sheet. Current assets are assets ...
[ { "content": "Answer the following question given the context:\nQuestion: What is Microsoft's three year average of capital expenditures as a % of revenue from FY2020 to FY2022? Answer in units of percents and round to one decimal place. Provide a response to the question by primarily using the P&L statement an...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
211
FinanceBench
{ "expected_answer": "11.7%", "problem_id": "211" }
<|begin_of_thought|> Okay, let's see. The question is asking for Microsoft's three-year average of capital expenditures as a percentage of revenue from FY2020 to FY2022. The answer needs to be in percents, rounded to one decimal place, and using the P&L statement and cash flow statement. Hmm. First, I need to rememb...
[ { "content": "Answer the following question given the context:\nQuestion: What is the year end FY2022 amount of accounts payable for General Mills? Answer in USD millions. Address the question by using the line items and information shown within the balance sheet.\nContext: 47\nConsolidated Balance Sheets\nGENE...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
30
FinanceBench
{ "expected_answer": "$3982.00", "problem_id": "30" }
<|begin_of_thought|> Okay, let's see. The question is asking for the year-end FY2022 amount of accounts payable for General Mills, in USD millions. The context provided is their consolidated balance sheet for May 29, 2022 and May 30, 2021. Hmm. Wait, the question specifies FY2022, so I need to make sure which balance ...
[ { "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 financial position, how much inventory did Intel have at the end...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
225
FinanceBench
{ "expected_answer": "$6983.00", "problem_id": "225" }
<|begin_of_thought|> Okay, let's see. The question is asking for Intel's inventory at the end of FY2017, specifically in USD millions. The context provided is the consolidated balance sheet for Intel, with two dates: December 30, 2017, and December 31, 2016. First, I need to recall how balance sheets are structured....
[ { "content": "Answer the following question given the context:\nQuestion: What is Amazon's FY2018 unadjusted operating income (in USD millions)? Calculate (or extract) the answer from the income statement.\nContext: Table of Contents\nAMAZON.COM, INC.\nCONSOLIDATED STATEMENTS OF OPERATIONS\n(in millions, except...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
388
FinanceBench
{ "expected_answer": "$12421.00", "problem_id": "388" }
<|begin_of_thought|> Okay, let's see. The question is asking for Amazon's FY2018 unadjusted operating income in USD millions. The context provided is a table of Amazon's consolidated statements of operations for the years 2016, 2017, and 2018. So I need to look at the 2018 data specifically. First, I remember that op...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2016 return on assets (ROA) for Activision Blizzard? ROA is defined as: FY2016 net income / (average total assets between FY2015 and FY2016). Round your answer to two decimal places. Provide a response to the question by pri...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
403
FinanceBench
{ "expected_answer": "0.06", "problem_id": "403" }
<|begin_of_thought|> Okay, let's see. I need to find the FY2016 return on assets (ROA) for Activision Blizzard. The formula given is net income divided by the average total assets between FY2015 and FY2016. Alright, so first, I need to get the net income for 2016 and the average total assets for those two years. Look...
[ { "content": "Answer the following question given the context:\nQuestion: What is the retention ratio (using total cash dividends paid and net income attributable to shareholders) for Apple's FY2020? Round answer to two decimal places. Provide a response to the question by primarily using the cash flow statemen...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
196
FinanceBench
{ "expected_answer": "0.75", "problem_id": "196" }
<|begin_of_thought|> Okay, let's try to figure out the retention ratio for Apple's fiscal year 2020 using the cash flow statement and the P&L statement. Hmm, retention ratio is the proportion of net income that a company retains and doesn't distribute as dividends. The formula should be (Net Income - Cash Dividends) d...
[ { "content": "Answer the following question given the context:\nQuestion: When primarily referencing the income statement, what is the FY2020 - FY2021 change in COGS % margin for Microsoft? Answer in units of percents and round to one decimal place.\nContext: PART II\nItem 8\n \nITEM 8. FINANCIAL STATEMENTS AND...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
25
FinanceBench
{ "expected_answer": "-1.1%", "problem_id": "25" }
<|begin_of_thought|> Okay, let's see. I need to find the change in COGS % margin for Microsoft from FY2020 to FY2021. Hmm. Wait, the question mentions the income statement, so COGS would be part of the cost of revenue. The margin would be (COGS / Revenue) * 100, right? Because margin percentage is calculated by dividi...
[ { "content": "Answer the following question given the context:\nQuestion: What is Johnson & Johnson's FY2022 days inventory outstanding (DIO)? DIO is defined as: 365 * (average inventory between FY2021 and FY2022) / (FY2022 COGS). Round your answer to two decimal places. Address the question by using the line i...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
302
FinanceBench
{ "expected_answer": "134.25", "problem_id": "302" }
<|begin_of_thought|> Okay, let's try to figure out Johnson & Johnson's FY2022 Days Inventory Outstanding (DIO). The DIO formula is given as 365 multiplied by average inventory over the period divided by COGS for that year. So, first, I need to find the average inventory between FY2021 and FY2022. From the balance shee...
[ { "content": "Answer the following question given the context:\nQuestion: What is Verizon's FY2016 dividend payout ratio (using total cash dividends paid and net income attributable to shareholders)? Round answer to two decimal places. Base your judgments on the information provided primarily in the income stat...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
271
FinanceBench
{ "expected_answer": "0.71", "problem_id": "271" }
<|begin_of_thought|> Okay, let's try to figure out Verizon's FY2016 dividend payout ratio. The question says to use total cash dividends paid and net income attributable to shareholders. Hmm, right. So first, I need to find the net income for 2016. Let me check the income statement. The Net Income section shows $13,60...
[ { "content": "Answer the following question given the context:\nQuestion: Considering the data in the statement of cash flows and the statement of income, what is Kraft Heinz's FY2019 unadjusted EBITDA (unadjusted operating income + depreciation and amortization from the cash flow statement)? Report answer in U...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
392
FinanceBench
{ "expected_answer": "$4064.00", "problem_id": "392" }
<|begin_of_thought|> Okay, let's see. I need to find Kraft Heinz's unadjusted EBITDA for FY2019 using the data from the income statement and cash flow statement. Hmm. Unadjusted EBITDA is Operating Income plus Depreciation and Amortization. Right? First, I should check the income statement. In the statement of income...
[ { "content": "Answer the following question given the context:\nQuestion: What is Oracle's total net revenues (in USD billions) for FY2022? Give a solution to the question by using the statement of income.\nContext: Table of Contents\nIndex to Financial Statements\n \nORACLE CORPORATION\nCONSOLIDATED STATEMENTS...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
192
FinanceBench
{ "expected_answer": "$42.40", "problem_id": "192" }
<|begin_of_thought|> Okay, let's see. The question is asking for Oracle's total net revenues in USD billions for FY2022. The context provided is a table of contents and the consolidated statements of operations for Oracle Corporation for the years 2022, 2021, and 2020. First, I need to make sure I understand the ter...
[ { "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 financial position. Here's the question: what is FY2022 working capital ratio for Amazon? Define working capital ratio as to...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
395
FinanceBench
{ "expected_answer": "0.94", "problem_id": "395" }
<|begin_of_thought|> Okay, let's see. I need to calculate the working capital ratio for Amazon in FY2022. The working capital ratio is defined as total current assets divided by total current liabilities. Alright, so first, I need to find the current assets and current liabilities for the year 2022 from the given bala...
[ { "content": "Answer the following question given the context:\nQuestion: What is Lockheed Martin'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. Respond to the question by assuming the perspective...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
232
FinanceBench
{ "expected_answer": "0.11", "problem_id": "232" }
<|begin_of_thought|> Okay, let's see. I need to find Lockheed Martin's FY2022 return on assets (ROA). The formula given is net income divided by average total assets between 2021 and 2022. Alright, so first, I need to get the net income for FY2022. From the statement of earnings, under the "Net earnings" line, it's $5...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2020 unadjusted EBITDA less capex for PepsiCo? Define unadjusted EBITDA as unadjusted operating income + depreciation and amortization [from cash flow statement]. Answer in USD millions. Give a response to the question by re...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
197
FinanceBench
{ "expected_answer": "$8388.00", "problem_id": "197" }
<|begin_of_thought|> Okay, let's try to figure out the unadjusted EBITDA less capex for PepsiCo in FY2020. Hmm, the question says to define unadjusted EBITDA as operating income plus depreciation and amortization from the cash flow statement. Wait, but usually EBITDA is operating income plus depreciation and amortizat...
[ { "content": "Answer the following question given the context:\nQuestion: What is the retention ratio (using total cash dividends paid and net income attributable to shareholders) for MGM Resorts's FY2020? Round answer to two decimal places. Address the question by adopting the perspective of a financial analys...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
40
FinanceBench
{ "expected_answer": "1.08", "problem_id": "40" }
<|begin_of_thought|> Okay, let's try to figure out the retention ratio for MGM Resorts in FY2020 using the cash flow and P&L statements. Hmm, retention ratio is calculated as 1 minus the payout ratio. The payout ratio is dividends paid divided by net income. So, first, I need to find the total cash dividends paid and ...
[ { "content": "Answer the following question given the context:\nQuestion: What is Microsoft's total net revenues (in USD thousands) for FY2022? Address the question by using the line items and information shown within the income statement.\nContext: PART II\nItem 8\n \n \nITEM 8. FINANCIAL STATEMENTS AND SUPPLE...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
329
FinanceBench
{ "expected_answer": "$198270000.00", "problem_id": "329" }
<|begin_of_thought|> Okay, let's see. The question is asking for Microsoft's total net revenues in USD thousands for FY2022. The context provided is an income statement from Item 8, which is part of their financial statements. The income statement is given in millions, except for per share amounts. So I need to find t...
[ { "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
156
FinanceBench
{ "expected_answer": "6.8%", "problem_id": "156" }
<|begin_of_thought|> Okay, let's try to figure out Best Buy's unadjusted EBITDA margin for FY2021. The question says to focus on the statement of cash flows and the statement of income. Hmm, right, because the investor doesn't trust the financial metric providers. So, I need to derive EBITDA using the cash flow statem...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2017 retention ratio (using total cash dividends paid and net income attributable to shareholders) for Verizon? Round answer to two decimal places. Address the question by adopting the perspective of a financial analyst who ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
387
FinanceBench
{ "expected_answer": "0.69", "problem_id": "387" }
<|begin_of_thought|> Okay, let's see. I need to find the FY2017 retention ratio for Verizon using total cash dividends paid and net income. Hmm. Retention ratio is usually calculated as 1 minus the dividend payout ratio. The dividend payout ratio is dividends paid divided by net income. So the retention ratio would be...
[ { "content": "Answer the following question given the context:\nQuestion: What is Verizon's FY2018 days inventory outstanding (DIO)? DIO is defined as: 365 * (average inventory between FY2017 and FY2018) / (FY2018 COGS). Round your answer to two decimal places. Give a response to the question by relying on the ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
248
FinanceBench
{ "expected_answer": "7.79", "problem_id": "248" }
<|begin_of_thought|> Okay, let's try to figure out Verizon's DIO for FY2018. The question says to use the DIO formula: 365 multiplied by average inventory between 2017 and 2018 divided by FY2018 COGS. Hmm, so first I need to find the average inventory for those two years and the COGS for 2018. Looking at the statemen...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2016 - FY2018 unadjusted operating income 2 year CAGR for Adobe? Answer in units of percents and round to one decimal place. Calculate what was asked by utilizing the line items clearly shown in the statement of income.\nCon...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
230
FinanceBench
{ "expected_answer": "37.9%", "problem_id": "230" }
<|begin_of_thought|> Okay, let's see. I need to find the CAGR (Compound Annual Growth Rate) for Adobe's unadjusted operating income from FY2016 to FY2018. The question mentions "2 year CAGR," but wait, the dates given are November 30, 2018, December 1, 2017, and December 2, 2016. So the years are 2018, 2017, and 2016....
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2016 - FY2018 3 year average net profit margin (as a %) for PG&E? 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 ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
104
FinanceBench
{ "expected_answer": "-7.8%", "problem_id": "104" }
<|begin_of_thought|> Okay, let's see. I need to find the 3-year average net profit margin for PG&E from FY2016 to FY2018. The question mentions using the statement of income, so I should look at the net income and total operating revenues for each year. First, profit margin is calculated as (Net Income / Operating R...
[ { "content": "Answer the following question given the context:\nQuestion: How much in net PPNE did Apple have at the end of FY2018? 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 balance sheet.\nContext: Apple In...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
75
FinanceBench
{ "expected_answer": "$41304.00", "problem_id": "75" }
<|begin_of_thought|> Okay, let's see. The question is asking for Apple's net PPNE (which I think stands for Property, Plant and Equipment, Net) at the end of FY2018. Wait, but the balance sheet provided is dated September 29, 2018. So that's the fiscal year ending September 29, 2018. The question is about net PPNE. Hm...
[ { "content": "Answer the following question given the context:\nQuestion: When primarily referencing the statement of cash flows and the income statement, what is MGM Resorts's FY2021 unadjusted EBITDA (using unadjusted operating income and D&A from cash flow statement) % margin?\nContext: MGM RESORTS INTERNATI...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
288
FinanceBench
{ "expected_answer": "35.4%", "problem_id": "288" }
<|begin_of_thought|> Okay, let's try to figure out this question about MGM Resorts's FY2021 unadjusted EBITDA margin using the cash flow and income statement. Hmm, first, I need to recall what EBITDA is. EBITDA stands for Earnings Before Interest, Taxes, Depreciation, and Amortization. The question mentions "unadjuste...
[ { "content": "Answer the following question given the context:\nQuestion: Using only the information within the balance sheet, how much total current assets did AMD have at the end of FY2022? Answer in USD millions.\nContext: Table of Contents\nAdvanced Micro Devices, Inc.\nConsolidated Balance Sheets\n \nDecem...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
180
FinanceBench
{ "expected_answer": "$15019.00", "problem_id": "180" }
<|begin_of_thought|> Okay, let's see. The question is asking for the total current assets AMD had at the end of FY2022 using only the information from the balance sheet provided. The context gives the consolidated balance sheets for December 31, 2022, and December 25, 2021. Since we need the 2022 data, I should look a...
[ { "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 P&L statement and the statement of financial position and then answer the following question. What is the FY2022 cash conve...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
198
FinanceBench
{ "expected_answer": "-63.15", "problem_id": "198" }
<|begin_of_thought|> Okay, let's try to figure out the cash conversion cycle (CCC) for Apple in FY2022. The CCC formula given is DIO + DSO - DPO. So I need to calculate each component: DIO (Days Inventory Outstanding), DSO (Days Sales Outstanding), and DPO (Days Payables Outstanding). Then plug those into the formula....
[ { "content": "Answer the following question given the context:\nQuestion: Basing your judgments off of the statement of financial position, how much in accounts payable did eBay owe at the end of FY2017? Answer in USD millions.\nContext: PART II: FINANCIAL INFORMATION\nItem 8:\nFinancial Statements\neBay Inc.\n...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
135
FinanceBench
{ "expected_answer": "$330.00", "problem_id": "135" }
<|begin_of_thought|> Okay, let's see. The question is asking how much in accounts payable eBay owed at the end of FY2017, based on the statement of financial position. The context provided is the consolidated balance sheet for eBay Inc. for the years 2017 and 2016. First, I need to recall that the statement of finan...
[ { "content": "Answer the following question given the context:\nQuestion: How much (in USD millions) did Johnson & Johnson pay out in cash dividends for FY2015? Give a solution to the question by using the statement of cash flows.\nContext: JOHNSON & JOHNSON AND SUBSIDIARIES\nCONSOLIDATED STATEMENTS OF CASH FLO...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
165
FinanceBench
{ "expected_answer": "$8173.00", "problem_id": "165" }
<|begin_of_thought|> Okay, let's see. The question is asking how much Johnson & Johnson paid out in cash dividends for fiscal year 2015, in USD millions. The context provided is their Consolidated Statements of Cash Flows for 2015, 2014, and 2013. Hmm, where would I find dividends paid in the cash flow statement? Fr...
[ { "content": "Answer the following question given the context:\nQuestion: Taking into account the information outlined in the statement of income, what is General Mills's FY2021 net income % margin?\nContext: ConsolidatedStatementsofEarnings\nGENERALMILLS,INC.ANDSUBSIDIARIES\n(InMillions,ExceptperShareData)\n\n...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
254
FinanceBench
{ "expected_answer": "12.9%", "problem_id": "254" }
<|begin_of_thought|> Okay, let's see. The question is asking for General Mills's FY2021 net income margin percentage. Hmm, net income margin is calculated by taking net earnings and dividing it by net sales, then multiplying by 100 to get a percentage. So first, I need to find the net earnings for FY2021 and the net s...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2018 net profit margin percent for Walmart? Give a response to the question by relying on the details shown in the income statement.\nContext: Walmart Inc.\nConsolidated Statements of Income\n \n \nFiscal Years Ended January...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
201
FinanceBench
{ "expected_answer": "2.0%", "problem_id": "201" }
<|begin_of_thought|> Okay, let's see. I need to find the FY2018 net profit margin for Walmart. Hmm, net profit margin is calculated by taking net income divided by total revenue, right? So the formula is (Net Income / Total Revenue) * 100 to get a percentage. But wait, I need to make sure I'm using the correct numbers...
[ { "content": "Answer the following question given the context:\nQuestion: Using the balance sheet, answer the following question to the best of your abilities: how much in net accounts receivable did MGM Resorts have at the end of FY2020? Answer in USD millions.\nContext: MGM RESORTS INTERNATIONAL AND SUBSIDIAR...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
336
FinanceBench
{ "expected_answer": "$317.00", "problem_id": "336" }
<|begin_of_thought|> Okay, let's see. The question is asking for the net accounts receivable that MGM Resorts had at the end of FY2020. The context provided is their consolidated balance sheet. Hmm, I need to find the accounts receivable, net figure for 2020. Looking at the balance sheet, under the current assets sec...
[ { "content": "Answer the following question given the context:\nQuestion: According to the information provided in the P&L statement and the balance sheet, what is the FY2020 cash conversion cycle (CCC) for Apple? CCC is defined as: DIO + DSO - DPO. DIO is defined as: 365 * (average inventory between FY2019 and...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
145
FinanceBench
{ "expected_answer": "-60.57", "problem_id": "145" }
<|begin_of_thought|> Okay, let's try to figure out the cash conversion cycle (CCC) for Apple in FY2020 using the given information. The problem states that CCC is DIO + DSO - DPO. So, I need to calculate each of these components: DIO, DSO, and DPO. Let's break them down one by one. First, DIO stands for Days Inventor...
[ { "content": "Answer the following question given the context:\nQuestion: Using the statement of income, answer the following question to the best of your abilities: what is the FY2016 COGS for PG&E? Please state answer in USD millions.\nContext: ITEM8.FINANCIALSTATEMENTSANDSUPPLEMENTARYDATA\n\nPG&ECorporation\...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
376
FinanceBench
{ "expected_answer": "$5380.00", "problem_id": "376" }
<|begin_of_thought|> Okay, let's see. The question is asking for the COGS (Cost of Goods Sold) for PG&E in FY2016. The context provided is the Consolidated Statements of Income for PG&E, specifically the items under Operating Expenses. Hmm. Wait, COGS is typically part of the Cost of Sales, right? But in some companie...
[ { "content": "Answer the following question given the context:\nQuestion: Based on the information provided primarily in the P&L statement, what is the FY2019 COGS for Nike? Please state answer in USD millions.\nContext: Table of Contents\nNIKE, INC.\nCONSOLIDATED STATEMENTS OF INCOME\n \nYEAR ENDED MAY 31,\n(I...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
357
FinanceBench
{ "expected_answer": "$21643.00", "problem_id": "357" }
<|begin_of_thought|> Okay, let's see. The question is asking for the COGS for Nike in FY2019 based on the P&L statement. The context provided is a table of Nike's income statements for the years 2019, 2018, and 2017. The user wants the answer in USD millions, and they specified to use the information primarily from th...
[ { "content": "Answer the following question given the context:\nQuestion: Using the income statement, answer the following question to the best of your abilities: what is the FY2019 - FY2020 total revenue growth rate for Verizon? Answer in units of percents and round to one decimal place.\nContext: Table of Con...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
149
FinanceBench
{ "expected_answer": "-2.7%", "problem_id": "149" }
<|begin_of_thought|> Okay, let's see. I need to find the total revenue growth rate for Verizon from FY2019 to FY2020. The question is asking for the percentage increase in total revenue between those two years, rounded to one decimal place. First, I should check the table provided. The context mentions the Consolida...
[ { "content": "Answer the following question given the context:\nQuestion: Based on the information provided primarily in the statement of cash flows and the balance sheet, what is Lockheed Martin's FY2019 operating cash flow ratio? Operating cash flow ratio is defined as: cash from operations / total current li...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
126
FinanceBench
{ "expected_answer": "0.52", "problem_id": "126" }
<|begin_of_thought|> Okay, let's see. I need to find Lockheed Martin's FY2019 operating cash flow ratio. The formula given is cash from operations divided by total current liabilities. Alright, so first, I should check where to find these two figures in the provided documents. Looking at the Consolidated Statements o...