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[ { "content": "Answer the following question given the context:\nQuestion: What is Best Buy's two year unadjusted EBITDA (using unadjusted operating income + D&A from cash flow statement) CAGR from FY2015 to FY2017 (in units of percents and round to one decimal place)? Respond to the question by assuming the per...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
217
FinanceBench
{ "expected_answer": "9.1%", "problem_id": "217" }
<|begin_of_thought|> Okay, let's try to figure out Best Buy's two-year unadjusted EBITDA CAGR from FY2015 to FY2017. Hmm, first, I need to make sure I understand what EBITDA is. EBITDA stands for Earnings Before Interest, Taxes, Depreciation, and Amortization. But the question mentions "unadjusted operating income + D...
[ { "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 the FY2021 return on assets (ROA) for Johnson & Johnson? ROA is defined...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
70
FinanceBench
{ "expected_answer": "0.12", "problem_id": "70" }
<|begin_of_thought|> Okay, let's see. I need to calculate Johnson & Johnson's ROA for FY2021. ROA is net income divided by average total assets between FY2020 and FY2021. Alright, so first step is to find the net income for 2021. Looking at the P&L statement, under 2021, the net earnings are $20,878 million. That's st...
[ { "content": "Answer the following question given the context:\nQuestion: What is FY2019 days inventory outstanding (DIO) for Nike? DIO is defined as: 365 * (average inventory between FY2018 and FY2019) / (FY2019 COGS). Round your answer to two decimal places. Answer the question asked by assuming you only have...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
239
FinanceBench
{ "expected_answer": "91.77", "problem_id": "239" }
<|begin_of_thought|> Okay, let's see. I need to find the DIO (Days Inventory Outstanding) for FY2019 for Nike. The formula given is 365 multiplied by average inventory between FY2018 and FY2019 divided by FY2019 COGS. Alright, so first, I need to get the average inventory for those two years and the COGS for FY2019. ...
[ { "content": "Answer the following question given the context:\nQuestion: How much total current assets did Johnson & Johnson have at the end of FY2018? Answer in USD millions. Base your judgments on the information provided primarily in the statement of financial position.\nContext: JOHNSON & JOHNSON AND SUBSI...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
172
FinanceBench
{ "expected_answer": "$46033.00", "problem_id": "172" }
<|begin_of_thought|> Okay, let's see. The question is asking for the total current assets of Johnson & Johnson at the end of FY2018. The context provided is their consolidated balance sheets for 2018 and 2017. Since the question specifically refers to FY2018, I need to focus on the 2018 data. Looking at the balance s...
[ { "content": "Answer the following question given the context:\nQuestion: What is Adobe's year-over-year change in revenue from FY2020 to FY2021 (in units of percents and round to one decimal place)? Compute or extract the answer by primarily using the details outlined in the statement of income.\nContext: ADOB...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
54
FinanceBench
{ "expected_answer": "22.7%", "problem_id": "54" }
<|begin_of_thought|> Okay, let's see. I need to find Adobe's year-over-year revenue change from FY2020 to FY2021. The question is asking for the percentage change, rounded to one decimal place. The data provided is from the consolidated statements of income. Hmm. First, I should figure out what the fiscal years corre...
[ { "content": "Answer the following question given the context:\nQuestion: According to the details clearly outlined within the P&L statement and the cash flow statement, what is the FY2020 - FY2022 3 year average of D&A as a % of revenue for Netflix? Answer in units of percents and round to one decimal place.\n...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
323
FinanceBench
{ "expected_answer": "0.7%", "problem_id": "323" }
<|begin_of_thought|> Okay, let's see. I need to find the 3-year average of D&A as a percentage of revenue for Netflix from FY2020 to FY2022. The question mentions using the P&L statement and cash flow statement. First, I should recall that D&A stands for Depreciation and Amortization. These are non-cash expenses tha...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2022 capital expenditure amount (in USD millions) for Activision Blizzard? Respond to the question by assuming the perspective of an investment analyst who can only use the details shown within the cash flow statement.\nCont...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
62
FinanceBench
{ "expected_answer": "$91.00", "problem_id": "62" }
<|begin_of_thought|> Okay, let's see. The question is asking for the FY2022 capital expenditure amount for Activision Blizzard in USD millions. The context provided is their consolidated cash flow statement for the years 2022, 2021, and 2020. First, I need to recall how capital expenditures (CapEx) are reported in t...
[ { "content": "Answer the following question given the context:\nQuestion: According to the details clearly outlined within the statement of income, what is the FY2020 - FY2021 total revenue growth rate for MGM Resorts? Answer in units of percents and round to one decimal place.\nContext: MGM RESORTS INTERNATION...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
91
FinanceBench
{ "expected_answer": "87.5%", "problem_id": "91" }
<|begin_of_thought|> Okay, let's see. I need to find the total revenue growth rate for MGM Resorts from FY2020 to FY2021. The question mentions looking at the statement of income, which is the first table provided. So first, I should identify the total revenue for both years. Looking at the table, the "Revenues" sec...
[ { "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 the FY2021 - FY2022 change in unadjusted operating income % margin for Adobe? Answer i...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
169
FinanceBench
{ "expected_answer": "-2.1%", "problem_id": "169" }
<|begin_of_thought|> Okay, let's see. I need to find the change in unadjusted operating income percentage margin for Adobe from FY2021 to FY2022. Hmm. The question mentions using the P&L statement, so I should look at the operating income and total revenue for those years. First, I remember that the operating income...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2020 SG&A as a % of total revenue for Johnson & Johnson? Compute or extract the answer by primarily using the details outlined in the income statement.\nContext: JOHNSON & JOHNSON AND SUBSIDIARIES\nCONSOLIDATED STATEMENTS OF...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
181
FinanceBench
{ "expected_answer": "26.7%", "problem_id": "181" }
<|begin_of_thought|> Okay, let's see. I need to find the FY2020 SG&A as a percentage of total revenue for Johnson & Johnson. The context gives me the income statement, so I should look there. First, what does SG&A stand for? Selling, General, and Administrative expenses. Right. So in the income statement provided, und...
[ { "content": "Answer the following question given the context:\nQuestion: In agreement with the information outlined in the statement of income and the statement of financial position, what is the FY2020 asset turnover ratio for Kraft Heinz? Asset turnover ratio is defined as: FY2020 revenue / (average total as...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
244
FinanceBench
{ "expected_answer": "0.26", "problem_id": "244" }
<|begin_of_thought|> Okay, let's see. I need to calculate the FY2020 asset turnover ratio for Kraft Heinz. The formula given is FY2020 revenue divided by the average total assets between FY2019 and FY2020. Alright, so first, I need to find the net sales for FY2020, which is from the income statement. Then, for the ave...
[ { "content": "Answer the following question given the context:\nQuestion: What is Activision Blizzard's change in unadjusted operating income % margin from FY2021 to FY2022 (in units of percents and round to one decimal place)? Base your judgments on the information provided primarily in the P&L statement.\nCon...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
265
FinanceBench
{ "expected_answer": "-14.8%", "problem_id": "265" }
<|begin_of_thought|> Okay, let's see. I need to find the change in Activision Blizzard's unadjusted operating income percentage margin from FY2021 to FY2022. The question mentions using the P&L statement, so I should look at the operating income and total net revenues for both years. First, let me recall that operat...
[ { "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 cash flows and the income statement. Here's the question: what is Corning's FY2019 dividend payout ratio (using total cash ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
263
FinanceBench
{ "expected_answer": "0.77", "problem_id": "263" }
<|begin_of_thought|> Okay, let's see. I need to find Corning's FY2019 dividend payout ratio using the statement of cash flows and the income statement. Hmm. Dividend payout ratio is typically calculated as dividends paid divided by net income. But wait, the question specifies to use total cash dividends paid and net i...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2019 - FY2021 unadjusted operating income 2 year CAGR for Amazon? 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
365
FinanceBench
{ "expected_answer": "30.8%", "problem_id": "365" }
<|begin_of_thought|> Okay, let's see. I need to find the CAGR (Compound Annual Growth Rate) for Amazon's unadjusted operating income from FY2019 to FY2021. The question mentions "2 year CAGR," but wait, the dates given are 2019, 2020, and 2021. So the time period is from 2019 to 2021, which is three years. But the que...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2022 cash conversion cycle (CCC) for CVS Health? CCC is defined as: DIO + DSO - DPO. DIO is defined as: 365 * (average inventory between FY2021 and FY2022) / (FY2022 COGS). DSO is defined as: 365 * (average accounts receivab...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
371
FinanceBench
{ "expected_answer": "38.21", "problem_id": "371" }
<|begin_of_thought|> Okay, let's try to figure out the cash conversion cycle (CCC) for CVS Health in FY2022. The question mentions that CCC is calculated as DIO + DSO - DPO. Each of these components—DIO, DSO, and DPO—has a specific formula. I need to make sure I get each part right. First, let's break down each compo...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2019 - FY2021 3 year average of COGS as a % of revenue for 3M? 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.\nConte...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
158
FinanceBench
{ "expected_answer": "52.7%", "problem_id": "158" }
<|begin_of_thought|> Okay, let's see. I need to find the 3-year average of COGS as a percentage of revenue for 3M from FY2019 to FY2021. Hmm. The question says to use the line items from the statement of income. Let me check the table provided. Looking at the consolidated statement of income for 3M. The key line item...
[ { "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 Netflix's year-over-year change in unadjusted operating income from FY2018 to FY2019 (in units of percents and round to one decimal pla...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
252
FinanceBench
{ "expected_answer": "62.2%", "problem_id": "252" }
<|begin_of_thought|> Okay, let's see. I need to find the year-over-year change in unadjusted operating income for Netflix from FY2018 to FY2019. The question mentions using the statement of income, which is the Consolidated Statements of Operations provided. First, I should locate the operating income figures for bo...
[ { "content": "Answer the following question given the context:\nQuestion: Does ATVI pay substantial dividends to shareholders in FY2022?\nContext: The primary drivers of net cash flows associated with financing activities typically include the proceeds from, and repayments of, our long-term debt and\ntransactio...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
358
FinanceBench
{ "expected_answer": "Yes", "problem_id": "358" }
<|begin_of_thought|> Okay, let's try to figure out if Activision Blizzard (ATVI) paid significant dividends in FY2022. The user provided some context about net cash flows from financing activities. Let me start by breaking down the information given. First, the context mentions that the primary drivers of net cash fl...
[ { "content": "Answer the following question given the context:\nQuestion: Taking into account the information outlined in the P&L statement, what is PG&E's change in unadjusted operating income % margin from FY2018 to FY2019 (in units of percents and round to one decimal place)?\nContext: ITEM 8. FINANCIAL STAT...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
95
FinanceBench
{ "expected_answer": "-1.0%", "problem_id": "95" }
<|begin_of_thought|> Okay, let's try to figure out PG&E's change in unadjusted operating income percentage margin from FY2018 to FY2019. Hmm, first, I need to make sure I understand what the question is asking. The "unadjusted operating income margin" would be the operating income divided by total operating revenues, ...
[ { "content": "Answer the following question given the context:\nQuestion: What is American Water Works's FY2017 unadjusted operating income (in USD millions)? Base your judgments on the information provided primarily in the statement of income.\nContext: Table of Contents\nAmerican Water Works Company, Inc. and...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
233
FinanceBench
{ "expected_answer": "$1244.00", "problem_id": "233" }
<|begin_of_thought|> Okay, let's see. The question is asking for American Water Works's unadjusted operating income for FY2017 in USD millions, based on the information provided in the statement of income. Hmm, so I need to look at the 2017 data. Let me start by recalling what operating income is. From what I remember...
[ { "content": "Answer the following question given the context:\nQuestion: What is AMD's FY2021 inventory turnover ratio? Inventory turnover ratio is defined as: (FY2021 COGS) / (average inventory between FY2020 and FY2021). Round your answer to two decimal places. Calculate (or extract) the answer from the P&L ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
92
FinanceBench
{ "expected_answer": "5.07", "problem_id": "92" }
<|begin_of_thought|> Okay, let's see. I need to find AMD's FY2021 inventory turnover ratio. The formula given is (FY2021 COGS) divided by the average inventory between FY2020 and FY2021. Alright, so first, I need to get the COGS for FY2021 and then calculate the average inventory for those two years. Looking at the ...
[ { "content": "Answer the following question given the context:\nQuestion: We need to calculate a financial metric by using information only provided within the income statement. Please answer the following question: what is the FY2019 - FY2020 change in COGS % margin for Lockheed Martin? Answer in units of perc...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
393
FinanceBench
{ "expected_answer": "0.1%", "problem_id": "393" }
<|begin_of_thought|> Okay, let's see. I need to calculate the change in COGS percentage margin for Lockheed Martin from FY2019 to FY2020. Hmm. COGS percentage margin... Wait, is that the same as the gross profit margin? Because COGS is part of the cost of sales, and gross profit is net sales minus cost of sales. So th...
[ { "content": "Answer the following question given the context:\nQuestion: What is Kraft Heinz's FY2019 depreciation and amortization expense (as shown in cash flow statement) divided by total revenue (as a %, rounded to one decimal place)? Address the question by using the line items and information shown withi...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
304
FinanceBench
{ "expected_answer": "4.0%", "problem_id": "304" }
<|begin_of_thought|> Okay, let's try to figure out this problem. So the question is asking for Kraft Heinz's FY2019 depreciation and amortization expense divided by total revenue, expressed as a percentage, rounded to one decimal place. Hmm. Alright, first, I need to make sure I understand which financial statements t...
[ { "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 dividend payout ratio (using total cash dividends...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
372
FinanceBench
{ "expected_answer": "0.76", "problem_id": "372" }
<|begin_of_thought|> Okay, let's see. I need to calculate the dividend payout ratio for PepsiCo's fiscal year 2021 using the information from the statement of cash flows and the statement of income. Hmm, dividend payout ratio is usually calculated by taking the total dividends paid divided by net income. But wait, the...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2018 retention ratio (using total cash dividends paid and net income attributable to shareholders) for Kraft Heinz? Round answer to two decimal places. Please utilize information provided primarily within the cash flow state...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
186
FinanceBench
{ "expected_answer": "1.31", "problem_id": "186" }
<|begin_of_thought|> Okay, let's try to figure out the FY2018 retention ratio for Kraft Heinz using the cash dividends paid and net income. Hmm, retention ratio is usually calculated as 1 minus the dividends paid divided by net income, right? So the formula is Retention Ratio = 1 - (Dividends Paid / Net Income). But w...
[ { "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 Boeing's FY2015 dividend payout ratio (using total cash div...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
7
FinanceBench
{ "expected_answer": "0.48", "problem_id": "7" }
<|begin_of_thought|> Okay, let's see. I need to calculate Boeing's FY2015 dividend payout ratio using the information from their P&L statement and cash flow statement. The question mentions using total cash dividends paid and net income attributable to shareholders. The ratio is typically calculated as dividends per s...
[ { "content": "Answer the following question given the context:\nQuestion: Basing your judgments off of the statement of income and the statement of cash flows, what is the retention ratio (using total cash dividends paid and net income attributable to shareholders) for PepsiCo's FY2020? Round answer to two deci...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
276
FinanceBench
{ "expected_answer": "0.23", "problem_id": "276" }
<|begin_of_thought|> Okay, let's see. I need to find the retention ratio for PepsiCo's FY2020 using the statement of income and the statement of cash flows. The retention ratio is calculated as (Net Income Attributable to PepsiCo - Cash Dividends Paid) divided by Net Income Attributable to PepsiCo. Right? So first, I ...
[ { "content": "Answer the following question given the context:\nQuestion: By relying on the line items plainly stated within the statement of cash flows, how much (in USD billions) did Pfizer have in depreciation and amortization expense in FY2015?\nContext: Consolidated Statements of Cash Flows\nPfizer Inc. an...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
346
FinanceBench
{ "expected_answer": "$5.20", "problem_id": "346" }
<|begin_of_thought|> Okay, let's see. The question is asking how much depreciation and amortization expense Pfizer had in FY2015, based on the line items in their statement of cash flows. The context provided is the Consolidated Statements of Cash Flows for Pfizer. Alright, so I need to look through the cash flow stat...
[ { "content": "Answer the following question given the context:\nQuestion: According to the details clearly outlined within the statement of financial position, how much in net accounts receivable did Boeing have at the end of FY2017? Answer in USD thousands.\nContext: Table of Contents\nThe Boeing Company and S...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
399
FinanceBench
{ "expected_answer": "$10516000.00", "problem_id": "399" }
<|begin_of_thought|> Okay, let's see. The question is asking for the net accounts receivable that Boeing had at the end of FY2017, expressed in USD thousands. The context provided is the Consolidated Statements of Financial Position for The Boeing Company as of December 31, 2017 and 2016. First, I need to recall tha...
[ { "content": "Answer the following question given the context:\nQuestion: Taking into account the information outlined in the income statement and the balance sheet, what is Corning's FY2018 inventory turnover ratio? Inventory turnover ratio is defined as: (FY2018 COGS) / (average inventory between FY2017 and F...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
60
FinanceBench
{ "expected_answer": "3.64", "problem_id": "60" }
<|begin_of_thought|> Okay, let's see. I need to find Corning's FY2018 inventory turnover ratio. The formula given is COGS divided by average inventory between FY2017 and FY2018. Alright, so first, I need to get the COGS for 2018. Looking at the income statement, under "Cost of Sales," for 2018 it's $6,829 million. Tha...
[ { "content": "Answer the following question given the context:\nQuestion: What is Microsoft's FY2020 unadjusted operating income (in USD millions)? Please utilize information provided primarily within the P&L statement.\nContext: PART II\nItem 8\n \nITEM 8. FINANCIAL STATEMENTS AND SUPPLEMENTARY DATA\nINCOME ST...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
364
FinanceBench
{ "expected_answer": "$52959.00", "problem_id": "364" }
<|begin_of_thought|> Okay, let's see. The question is asking for Microsoft's FY2020 unadjusted operating income in USD millions. The context provided is the Income Statements from Item 8, specifically the P&L statement. First, I need to make sure I understand what operating income is. From what I remember, operating...
[ { "content": "Answer the following question given the context:\nQuestion: What is Block's (formerly known as Square) FY2019 asset turnover ratio? Asset turnover ratio is defined as: FY2019 revenue / (average total assets between FY2018 and FY2019). Round your answer to two decimal places. Provide a response to ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
246
FinanceBench
{ "expected_answer": "1.2", "problem_id": "246" }
<|begin_of_thought|> Okay, let's try to figure out Block's (formerly Square) FY2019 asset turnover ratio. The question says to use the P&L statement and balance sheet. The asset turnover ratio is calculated as FY2019 revenue divided by the average total assets between FY2018 and FY2019. Then round to two decimal place...
[ { "content": "Answer the following question given the context:\nQuestion: What is Intel's FY2019 retention ratio (using total cash dividends paid and net income attributable to shareholders)? Round answer to two decimal places. Answer the question asked by assuming you only have access to information clearly di...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
88
FinanceBench
{ "expected_answer": "0.74", "problem_id": "88" }
<|begin_of_thought|> Okay, let's try to figure out Intel's FY2019 retention ratio. The question mentions using total cash dividends paid and net income attributable to shareholders. Hmm, retention ratio is usually the percentage of earnings kept by the company, right? So it's 1 minus the dividend payout ratio. But wai...
[ { "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 P&L statement, what is Block's (formerly known as Square) three year average ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
307
FinanceBench
{ "expected_answer": "-4.5%", "problem_id": "307" }
<|begin_of_thought|> Okay, let's see. I need to calculate Block's (formerly Square) three-year average unadjusted operating income margin from FY2016 to FY2018. The question mentions "unadjusted operating income % margin," so I think that refers to the operating income divided by revenue, multiplied by 100 to get a pe...
[ { "content": "Answer the following question given the context:\nQuestion: Does Foot Locker's new CEO have previous CEO experience in a similar company to Footlocker?\nContext: On August 19, 2022, Foot Locker, Inc. (the Company), issued a press release announcing that, as part of a planned succession process, Ri...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
264
FinanceBench
{ "expected_answer": "Yes. She was previous CEO of Ulta Beauty which means she had to manage a large retail company that has brick and mortar + online business. So yes she was a CEO in a similar company to Foot Locker before this.", "problem_id": "264" }
<|begin_of_thought|> Okay, let's try to figure out if Foot Locker's new CEO, Mary N. Dillon, has previous CEO experience in a similar company. The context gives some information, but I need to dig deeper. First, I remember that Foot Locker is a retailer focused on athletic footwear and apparel. Their main competitors ...
[ { "content": "Answer the following question given the context:\nQuestion: What is Netflix's FY2021 return on assets (ROA)? ROA is defined as: FY2021 net income / (average total assets between FY2020 and FY2021). Round your answer to two decimal places. Give a solution to the question by using the P&L statement ...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
385
FinanceBench
{ "expected_answer": "0.12", "problem_id": "385" }
<|begin_of_thought|> Okay, let's see. I need to find Netflix's FY2021 return on assets (ROA). The formula given is net income divided by average total assets between FY2020 and FY2021. Alright, step by step. First, I should look at the P&L statement (the income statement) for net income in 2021. From the table provid...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2020 fixed asset turnover ratio for CVS Health? Fixed asset turnover ratio is defined as: FY2020 revenue / (average PP&E between FY2019 and FY2020). Round your answer to two decimal places. Give a solution to the question by...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
120
FinanceBench
{ "expected_answer": "21.8", "problem_id": "120" }
<|begin_of_thought|> Okay, let's see. I need to find the FY2020 fixed asset turnover ratio for CVS Health. The formula given is FY2020 revenue divided by the average PP&E between FY2019 and FY2020. Alright, so first, I need to get the revenue for 2020 and then the average of the property and equipment (PP&E) for 2019 ...
[ { "content": "Answer the following question given the context:\nQuestion: Basing your judgments off of the statement of financial position and the P&L statement, what is Adobe's FY2017 days sales outstanding (DSO)? DSO is defined as: 365 * (average accounts receivable between FY2016 and FY2017) / (FY2017 Revenu...
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0
281
FinanceBench
{ "expected_answer": "51.26", "problem_id": "281" }
<|begin_of_thought|> Okay, let's try to figure out Adobe's DSO for FY2017. The question says to use the statement of financial position (which I think is the balance sheet) and the P&L statement (income statement). DSO is defined as 365 multiplied by average accounts receivable divided by revenue. So first, I need to ...
[ { "content": "Answer the following question given the context:\nQuestion: By drawing conclusions from the information stated only in the cash flow statement and the income statement, what is General Mills's FY2020 unadjusted operating income + depreciation and amortization from the cash flow statement (unadjust...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
214
FinanceBench
{ "expected_answer": "$3549.00", "problem_id": "214" }
<|begin_of_thought|> Okay, let's try to figure out General Mills's FY2020 unadjusted operating income plus depreciation and amortization (which is EBITDA). Hmm, the question says to use the information from the cash flow statement and income statement. So, I need to look at both documents. First, the income statement...
[ { "content": "Answer the following question given the context:\nQuestion: What is Apple's FY2018 unadjusted operating profit margin (as a percent of total revenue)? Calculate what was asked by utilizing the line items clearly shown in the P&L statement.\nContext: Apple Inc.\nCONSOLIDATED STATEMENTS OF OPERATION...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
37
FinanceBench
{ "expected_answer": "26.7%", "problem_id": "37" }
<|begin_of_thought|> Okay, let's see. I need to find Apple's FY2018 unadjusted operating profit margin as a percentage of total revenue. The question mentions using the line items from the P&L statement, which I assume is the Consolidated Statements of Operations provided here. First, I remember that operating profi...
[ { "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 income and the statement of financial position: what is Lockheed Martin's FY2019 days payable ou...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
241
FinanceBench
{ "expected_answer": "12.46", "problem_id": "241" }
<|begin_of_thought|> Okay, let's try to figure out Lockheed Martin's DPO for FY2019 using the given information. Hmm, the problem says DPO is calculated as 365 multiplied by the average accounts payable between FY2018 and FY2019, divided by (FY2019 COGS plus the change in inventory between 2018 and 2019). Alright, so ...
[ { "content": "Answer the following question given the context:\nQuestion: What is Lockheed Martin's FY2021 free cash flow (FCF)? FCF here is defined as: (cash from operations - capex). Answer in USD billions. Base your judgments on the information provided primarily in the cash flow statement.\nContext: Table o...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
162
FinanceBench
{ "expected_answer": "$7.70", "problem_id": "162" }
<|begin_of_thought|> Okay, let's try to figure out Lockheed Martin's free cash flow for FY2021. The question says FCF is cash from operations minus capital expenditures. So first, I need to find the cash from operations for 2021 and subtract the capital expenditures for the same year. Looking at the cash flow statem...
[ { "content": "Answer the following question given the context:\nQuestion: According to the information provided in the P&L statement, what is Microsoft's change in unadjusted operating income % margin from FY2020 to FY2021 (in units of percents and round to one decimal place)?\nContext: PART II\nItem 8\n \nITEM...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
368
FinanceBench
{ "expected_answer": "4.6%", "problem_id": "368" }
<|begin_of_thought|> Okay, let's see. The question is asking about Microsoft's change in unadjusted operating income percentage margin from FY2020 to FY2021. Hmm. So, first, I need to figure out what the operating income margin is for both years and then find the difference. Wait, operating income margin is usually c...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2021 unadjusted EBITDA (using unadjusted operating income + D&A from cash flow statement) for Activision Blizzard? Answer in USD billions. 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
289
FinanceBench
{ "expected_answer": "$3.40", "problem_id": "289" }
<|begin_of_thought|> Okay, let's try to figure out the unadjusted EBITDA for Activision Blizzard in FY2021. Hmm, EBITDA is earnings before interest, taxes, depreciation, and amortization. But the question says to use the unadjusted operating income plus D&A from the cash flow statement. Wait, I need to clarify: usuall...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2021 return on assets (ROA) for PepsiCo? ROA is defined as: FY2021 net income / (average total assets between FY2020 and FY2021). Round your answer to two decimal places. Respond to the question by assuming the perspective o...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
298
FinanceBench
{ "expected_answer": "0.08", "problem_id": "298" }
<|begin_of_thought|> Okay, let's see. I need to calculate the FY2021 ROA for PepsiCo. ROA is net income divided by average total assets between FY2020 and FY2021. Alright, let's break this down step by step. First, I should find the net income for FY2021. Looking at the Consolidated Statement of Income, under the "Ne...
[ { "content": "Answer the following question given the context:\nQuestion: When primarily referencing the P&L statement, what is the FY2017 COGS as a % of total revenue for Adobe?\nContext: Table of Contents\n58\nADOBE SYSTEMS INCORPORATED\nCONSOLIDATED STATEMENTS OF INCOME\n(In thousands, except per share data)...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
291
FinanceBench
{ "expected_answer": "13.8%", "problem_id": "291" }
<|begin_of_thought|> Okay, let's see. The question is asking for the COGS percentage of total revenue for FY2017 based on the P&L statement provided. Hmm. First, I need to make sure I understand what COGS and total revenue are. COGS stands for Cost of Goods Sold, which is the direct cost attributable to the production...
[ { "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 the FY2016 - FY2017 change in COGS % margin for Nike? A...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
20
FinanceBench
{ "expected_answer": "1.7%", "problem_id": "20" }
<|begin_of_thought|> Okay, let's try to figure out the COGS % margin change from FY2016 to FY2017 for Nike. Hmm, first, I need to remember what COGS % margin is. COGS stands for Cost of Goods Sold. The margin would be calculated by taking COGS divided by Revenues, right? So for each fiscal year, I need to find the COG...
[ { "content": "Answer the following question given the context:\nQuestion: Based on the information provided primarily in the statement of financial position and the statement of income, what is Costco's FY2018 inventory turnover ratio? Inventory turnover ratio is defined as: (FY2018 COGS) / (average inventory b...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
159
FinanceBench
{ "expected_answer": "11.8", "problem_id": "159" }
<|begin_of_thought|> Okay, let's see. I need to find Costco's FY2018 inventory turnover ratio. The question says it's based on the statement of financial position and the statement of income. The formula given is COGS divided by average inventory between 2017 and 2018. Right. So first, I need to get the COGS from the ...
[ { "content": "Answer the following question given the context:\nQuestion: What is FY2021 days sales outstanding (DSO) for Kraft Heinz? DSO is defined as: 365 * (average accounts receivable between FY2020 and FY2021) / (FY2021 Revenue). Round your answer to two decimal places. Base your judgments on the informat...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
235
FinanceBench
{ "expected_answer": "28.17", "problem_id": "235" }
<|begin_of_thought|> Okay, let's see. I need to calculate the DSO (Days Sales Outstanding) for Kraft Heinz for FY2021. The question says to use the average accounts receivable between FY2020 and FY2021, multiplied by 365, divided by FY2021 Revenue. Then round to two decimal places. First, I need to get the average ac...
[ { "content": "Answer the following question given the context:\nQuestion: What is Walmart's FY2016 inventory turnover ratio? Inventory turnover ratio is defined as: (FY2016 COGS) / (average inventory between FY2015 and FY2016). Round your answer to two decimal places. Provide a response to the question by prima...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
151
FinanceBench
{ "expected_answer": "8.06", "problem_id": "151" }
<|begin_of_thought|> Okay, let's see. I need to find Walmart's FY2016 inventory turnover ratio. The formula given is COGS divided by average inventory between 2015 and 2016. Alright, so first, I need to get the COGS for FY2016. Looking at the Income Statement table provided, under the "Costs and expenses" section, COG...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2018 - FY2019 total revenue growth rate for Netflix? Answer in units of percents and round to one decimal place. Address the question by adopting the perspective of a financial analyst who can only use the details shown with...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
236
FinanceBench
{ "expected_answer": "27.6%", "problem_id": "236" }
<|begin_of_thought|> Okay, let's see. I need to find the total revenue growth rate for Netflix from FY2018 to FY2019. The question is asking for the percentage growth, rounded to one decimal place. The context gives the consolidated statements of operations, which includes revenue figures for each year. First, I sho...
[ { "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 Nike's FY2019 net sales (in USD millions)?\nContext: Table of Contents\nNIKE, INC.\nCONSOLIDATED STATEMENTS OF INCOME\n \nYEAR ENDED MAY 3...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
161
FinanceBench
{ "expected_answer": "$39117.00", "problem_id": "161" }
<|begin_of_thought|> Okay, let's see. The question is asking for Nike's FY2019 net sales in USD millions. The context provided is a table of Nike's consolidated statements of income for the years 2019, 2018, and 2017. First, I need to recall what net sales or revenue refers to in financial statements. From what I re...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2019 unadjusted EBITDA % margin for Best Buy? Calculate unadjusted EBITDA using unadjusted operating income and D&A (from cash flow statement). Address the question by using the line items and information shown within the st...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
411
FinanceBench
{ "expected_answer": "6.2%", "problem_id": "411" }
<|begin_of_thought|> Okay, let's try to figure out the unadjusted EBITDA margin for Best Buy in FY2019. The question mentions using the unadjusted operating income and D&A from the cash flow statement. Hmm, I need to remember what EBITDA is. EBITDA stands for Earnings Before Interest, Taxes, Depreciation, and Amortiza...
[ { "content": "Answer the following question given the context:\nQuestion: What is Lockheed Martin's FY2020 net income attributable to shareholders (in USD millions)? Please base your judgments on the information provided primarily in the statement of income.\nContext: Table of Contents\nLockheed Martin Corporat...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
216
FinanceBench
{ "expected_answer": "$6833.00", "problem_id": "216" }
<|begin_of_thought|> Okay, let's see. The question is asking for Lockheed Martin's FY2020 net income attributable to shareholders in USD millions. The context provided is their consolidated statement of earnings. Hmm, I need to look at the right part of the table. First, I remember that net income is usually found n...
[ { "content": "Answer the following question given the context:\nQuestion: How much net profit attributable to shareholders did Costco end up with in FY2017? 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 statemen...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
207
FinanceBench
{ "expected_answer": "$2679.00", "problem_id": "207" }
<|begin_of_thought|> Okay, let's see. The question is asking for the net profit attributable to shareholders for Costco in FY2017, expressed in USD millions. The context provided is the consolidated statements of income for Costco, with data for three fiscal years: 2017 (September 3), 2016 (August 28), and 2015 (Augus...
[ { "content": "Answer the following question given the context:\nQuestion: What is MGM Resorts's change in unadjusted EBITDA % margin from FY2020 to FY2021 (in units of percents and round to one decimal place)? Calculate unadjusted EBITDA using unadjusted operating income and D&A (from cash flow statement). Calc...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
270
FinanceBench
{ "expected_answer": "24.4%", "problem_id": "270" }
<|begin_of_thought|> Okay, let's try to figure out the change in unadjusted EBITDA margin for MGM Resorts from FY2020 to FY2021. Hmm, first, I need to recall what EBITDA is. EBITDA stands for Earnings Before Interest, Taxes, Depreciation, and Amortization. Unadjusted EBITDA would mean we're not adjusting for any non-c...
[ { "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 balance sheet and the P&L statement and then answer the following question. What is the FY2020 return on assets (ROA) for M...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
173
FinanceBench
{ "expected_answer": "-0.03", "problem_id": "173" }
<|begin_of_thought|> Okay, let's try to figure out the FY2020 ROA for MGM Resorts. The question says to use only the facts from the balance sheet and P&L statement, so I need to look there. First, ROA is calculated as Net Income divided by Average Total Assets. The formula is FY2020 net income divided by the average...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2016 operating cash flow ratio for Adobe? Operating cash flow ratio is defined as: cash from operations / total current liabilities. Round your answer to two decimal places. Please base your judgments on the information prov...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
112
FinanceBench
{ "expected_answer": "0.78", "problem_id": "112" }
<|begin_of_thought|> Okay, let's see. I need to find the operating cash flow ratio for Adobe in FY2016. The ratio is cash from operations divided by total current liabilities. Alright, first, I need to get the cash from operations from the cash flow statement. Then, find the total current liabilities from the balance ...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2019 cash conversion cycle (CCC) for General Mills? CCC is defined as: DIO + DSO - DPO. DIO is defined as: 365 * (average inventory between FY2018 and FY2019) / (FY2019 COGS). DSO is defined as: 365 * (average accounts recei...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
18
FinanceBench
{ "expected_answer": "-3.7", "problem_id": "18" }
<|begin_of_thought|> Okay, let's try to figure out the cash conversion cycle (CCC) for General Mills in FY2019. The question mentions that CCC is calculated as DIO + DSO - DPO. Each of these components (DIO, DSO, DPO) has its own formula. Let me start by recalling what each component stands for: - DIO (Days Inventory...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2016 return on assets (ROA) for Best Buy? ROA is defined as: FY2016 net income / (average total assets between FY2015 and FY2016). 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
153
FinanceBench
{ "expected_answer": "0.06", "problem_id": "153" }
<|begin_of_thought|> Okay, let's see. I need to calculate Best Buy's FY2016 return on assets (ROA). The formula given is net income divided by average total assets between 2015 and 2016. Alright, so first, I need to find the net income for FY2016. Looking at the consolidated statements of earnings, under the line "Net...
[ { "content": "Answer the following question given the context:\nQuestion: Using the balance sheet, answer the following question to the best of your abilities: what is AES's year end FY2016 net AR (in USD millions)?\nContext: THE AES CORPORATION\nCONSOLIDATED BALANCE SHEETS\nDECEMBER 31, 2016 AND 2015\n\n2016\n...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
11
FinanceBench
{ "expected_answer": "$2166.00", "problem_id": "11" }
<|begin_of_thought|> Okay, let's see. The question is asking for AES's year-end FY2016 net AR (accounts receivable) in USD millions. The context provided is the consolidated balance sheets for 2016 and 2015. Alright, so I need to look at the 2016 balance sheet specifically. First, I should recall that the balance sh...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2019 - FY2020 total revenue growth rate for Walmart? Answer in units of percents and round to one decimal place. Base your judgments on the information provided primarily in the income statement.\nContext: Walmart Inc.\nCons...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
343
FinanceBench
{ "expected_answer": "1.9%", "problem_id": "343" }
<|begin_of_thought|> Okay, let's see. I need to find the total revenue growth rate for Walmart from FY2019 to FY2020. The question mentions to base the answer on the income statement, specifically the revenues. The key here is to look at the total revenues for each fiscal year mentioned. First, I should check the Co...
[ { "content": "Answer the following question given the context:\nQuestion: In agreement with the information outlined in the income statement, what is the FY2016 net interest expense for American Water Works? Answer in USD millions.\nContext: American Water Works Company, Inc. and Subsidiary Companies\nConsolida...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
205
FinanceBench
{ "expected_answer": "$325.00", "problem_id": "205" }
<|begin_of_thought|> Okay, let's see. The question is asking for the FY2016 net interest expense for American Water Works, and it wants the answer in USD millions. The context provided is their Consolidated Statements of Operations. Hmm. So I need to look at the income statement, which is listed here. First, I remem...
[ { "content": "Answer the following question given the context:\nQuestion: What is Coca Cola's FY2021 unadjusted operating income margin (as a percent of total revenue)? Give a solution to the question by using the P&L statement.\nContext: THE COCA-COLA COMPANY AND SUBSIDIARIES\nCONSOLIDATED STATEMENTS OF INCOME...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
268
FinanceBench
{ "expected_answer": "26.7%", "problem_id": "268" }
<|begin_of_thought|> Okay, let's see. The question is asking for Coca-Cola's FY2021 unadjusted operating income margin as a percentage of total revenue. Hmm, operating income margin. So that's operating income divided by net operating revenues, right? And they want it as a percentage. Got it. First, I need to look at...
[ { "content": "Answer the following question given the context:\nQuestion: Using only the information within the statement of income, what is Walmart's FY2020 net interest expense (in USD millions)?\nContext: Walmart Inc.\nConsolidated Statements of Income\n \n \nFiscal Years Ended January 31,\n(Amounts in milli...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
353
FinanceBench
{ "expected_answer": "$2410.00", "problem_id": "353" }
<|begin_of_thought|> Okay, let's see. The question is asking for Walmart's FY2020 net interest expense in USD millions using only the information in the statement of income. Hmm. So, the statement of income is provided, which shows revenues, costs, operating income, interest, and so on. First, I need to recall what ...
[ { "content": "Answer the following question given the context:\nQuestion: What is the dividend payout ratio (using total cash dividends paid and net income attributable to shareholders) for Walmart's FY2021? Round answer to two decimal places. Give a solution to the question by using the income statement and th...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
66
FinanceBench
{ "expected_answer": "0.45", "problem_id": "66" }
<|begin_of_thought|> Okay, let's see. I need to find Walmart's dividend payout ratio for FY2021 using total cash dividends paid and net income. Hmm, dividend payout ratio is calculated by dividing dividends paid by net income, right? But wait, the question says to use total cash dividends paid and net income attributa...
[ { "content": "Answer the following question given the context:\nQuestion: Basing your judgments off of the statement of financial position, what is eBay's FY2018 net working capital? Define net working capital as total current assets less total current liabilities. Answer in USD millions.\nContext: PART II: FIN...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
9
FinanceBench
{ "expected_answer": "$2672.00", "problem_id": "9" }
<|begin_of_thought|> Okay, let's see. I need to find eBay's FY2018 net working capital. The question says to base the judgment on the statement of financial position, which is the balance sheet. Net working capital is defined as total current assets minus total current liabilities. So, I need to look at the 2018 balan...
[ { "content": "Answer the following question given the context:\nQuestion: Taking into account the information outlined in the statement of cash flows, how much (in USD millions) did eBay have in depreciation and amortization expense in FY2021?\nContext: Table of Contents\neBay Inc.\nCONSOLIDATED STATEMENT OF CA...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
59
FinanceBench
{ "expected_answer": "$502.00", "problem_id": "59" }
<|begin_of_thought|> Okay, let's see. The question is asking how much depreciation and amortization expense eBay had in FY2021, based on the cash flow statement provided. Hmm. I remember that the cash flow statement has a section for adjustments to net income to calculate cash flows from operating activities. Deprecia...
[ { "content": "Answer the following question given the context:\nQuestion: For JP Morgan, What is the yield of average interest-earning assets in the second quarter of 2023, in terms of basis points?\nContext: The Firms average interest-earning assets were $3.3 \ntrillion, down $42 billion, and the yield was 5.0...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
345
FinanceBench
{ "expected_answer": "501 bps", "problem_id": "345" }
<|begin_of_thought|> Okay, let's try to figure out the yield of average interest-earning assets for JP Morgan in the second quarter of 2023. The question is asking for the yield in basis points. The context provided gives some information, but I need to parse it carefully. First, the context mentions that the average...
[ { "content": "Answer the following question given the context:\nQuestion: What is Microsoft's FY2018 net working capital? Define net working capital as total current assets less total current liabilities. Answer in USD millions. Calculate what was asked by utilizing the line items clearly shown in the balance s...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
4
FinanceBench
{ "expected_answer": "$111174.00", "problem_id": "4" }
<|begin_of_thought|> Okay, let's see. I need to find Microsoft's net working capital for FY2018. The question says to use the line items from the balance sheet. Net working capital is total current assets minus total current liabilities. Right, so I need to look at the current assets and current liabilities sections f...
[ { "content": "Answer the following question given the context:\nQuestion: Using the P&L statement, answer the following question to the best of your abilities: what is the total revenue for Verizon in FY2018? Answer in USD millions.\nContext: Consolidated Statements of Income Verizon Communications Inc. and Sub...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
94
FinanceBench
{ "expected_answer": "$130863.00", "problem_id": "94" }
<|begin_of_thought|> Okay, let's see. The question is asking for the total revenue for Verizon in FY2018 using their P&L statement. Hmm, right, the P&L statement is the income statement, which shows revenues and expenses over a year. So, total revenue would be the sum of all operating revenues, right? Looking at the ...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2018 net profit margin percent for Best Buy? Provide a response to the question by primarily using the P&L statement.\nContext: Table of Contents\nConsolidated Statements of Earnings\n$ and shares in millions, except per sha...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
48
FinanceBench
{ "expected_answer": "2.4%", "problem_id": "48" }
<|begin_of_thought|> Okay, let's see. I need to find the FY2018 net profit margin for Best Buy. The question mentions using the P&L statement, which is the Profit and Loss statement, also known as the income statement. Profit margin is calculated as Net Income divided by Revenue, multiplied by 100 to get a percentage....
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2018 unadjusted EBITDA (using unadjusted operating income + D&A from cash flow statement) for Block (formerly known as Square)? Answer in USD billions. Respond to the question by assuming the perspective of an investment ana...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
93
FinanceBench
{ "expected_answer": "$0.00", "problem_id": "93" }
<|begin_of_thought|> Okay, let's try to figure out the unadjusted EBITDA for Block (which is Square now) in FY2018. The question says to use the unadjusted operating income plus D&A from the cash flow statement. Hmm, I need to remember that EBITDA is Earnings Before Interest, Taxes, Depreciation, and Amortization. But...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2016 - FY2018 unadjusted operating income 2 year CAGR 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.\nContex...
{ "do_sample": false, "max_new_tokens": 32768, "seed": 0, "temperature": 0.7 }
0
251
FinanceBench
{ "expected_answer": "15.8%", "problem_id": "251" }
<|begin_of_thought|> Okay, let's see. I need to find the unadjusted operating income CAGR for Best Buy from FY2016 to FY2018, specifically for the two-year periods. Wait, the question says "unadjusted operating income 2 year CAGR". Hmm, CAGR stands for Compound Annual Growth Rate. So I need to calculate the growth rat...
[ { "content": "Answer the following question given the context:\nQuestion: How much in accounts payable did Block (formerly known as Square) owe at the end of FY2016? Answer in USD millions. Address the question by adopting the perspective of a financial analyst who can only use the details shown within the bala...
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0
282
FinanceBench
{ "expected_answer": "$401.00", "problem_id": "282" }
<|begin_of_thought|> Okay, let's see. The question is asking how much in accounts payable did Block (formerly Square) owe at the end of FY2016. They want the answer in USD millions. And the context is the balance sheet provided. First, I need to recall that accounts payable is a liability account. On the balance she...
[ { "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 and th...
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0
32
FinanceBench
{ "expected_answer": "0.33", "problem_id": "32" }
<|begin_of_thought|> Okay, let's see. I need to calculate PG&E's fixed asset turnover ratio for FY2017. The formula given is FY2017 revenue divided by the average PP&E between FY2016 and FY2017. Alright, so first, I need to find the revenue for 2017 and then the average of the PP&E values from 2016 and 2017. Looking...
[ { "content": "Answer the following question given the context:\nQuestion: What is PG&E's FY2015 unadjusted operating profit margin (as a percent of total revenue)? Please base your judgments on the information provided primarily in the P&L statement.\nContext: ITEM8.FINANCIALSTATEMENTSANDSUPPLEMENTARYDATA\n\nPG...
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0
155
FinanceBench
{ "expected_answer": "9.0%", "problem_id": "155" }
<|begin_of_thought|> Okay, let's try to figure out PG&E's FY2015 unadjusted operating profit margin as a percent of total revenue. Hmm, first, I need to recall what an operating profit margin is. From what I remember, it's calculated by taking operating income and dividing it by total revenue, then multiplying by 100 ...
[ { "content": "Answer the following question given the context:\nQuestion: By relying on the line items plainly stated within the statement of income, what is the FY2019 - FY2021 total revenue 2 year CAGR for Intel? Answer in units of percents and round to one decimal place.\nContext: Consolidated Statements of ...
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0
128
FinanceBench
{ "expected_answer": "4.8%", "problem_id": "128" }
<|begin_of_thought|> Okay, let's see. I need to find the total revenue 2-year CAGR for Intel from FY2019 to FY2021. The question says to rely on the line items in the statement of income, specifically the net revenue. Alright, so first, I should figure out which fiscal years are included here. The statement of income ...
[ { "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 FY2017 net amount of accounts receivable for Microsoft? An...
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0
121
FinanceBench
{ "expected_answer": "$19792.00", "problem_id": "121" }
<|begin_of_thought|> Okay, let's see. The question is asking for Microsoft's net accounts receivable at the end of fiscal year 2017, which is June 30, 2017. The context provided is the balance sheet. Since it's a public equities analyst, I need to use the information given in the balance sheet, specifically the curren...
[ { "content": "Answer the following question given the context:\nQuestion: What is Intel's FY2021 inventory turnover ratio? Inventory turnover ratio is defined as: (FY2021 COGS) / (average inventory between FY2020 and FY2021). Round your answer to two decimal places. Provide a response to the question by primari...
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0
227
FinanceBench
{ "expected_answer": "3.67", "problem_id": "227" }
<|begin_of_thought|> Okay, let's see. I need to find Intel's FY2021 inventory turnover ratio. The formula given is COGS divided by average inventory between FY2020 and FY2021. Alright, so first, I need to get the COGS for FY2021 and the inventory values for both FY2020 and FY2021. Looking at the Consolidated Statemen...
[ { "content": "Answer the following question given the context:\nQuestion: According to the details clearly outlined within the P&L statement and the cash flow statement, what is the FY2021 dividend payout ratio (using total cash dividends paid and net income attributable to shareholders) for Johnson & Johnson? ...
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0
130
FinanceBench
{ "expected_answer": "0.53", "problem_id": "130" }
<|begin_of_thought|> Okay, let's try to figure out the dividend payout ratio for Johnson & Johnson in FY2021. The question mentions using total cash dividends paid and net income attributable to shareholders. So, first, I need to find the net income for 2021. Looking at the P&L statement, under the "Net earnings" line...
[ { "content": "Answer the following question given the context:\nQuestion: What is 3M's FY2022 days payable outstanding (DPO)? DPO is defined as: 365 * (average accounts payable between FY2021 and FY2022) / (FY2022 COGS + change in inventory between FY2021 and FY2022). Round your answer to two decimal places. Pl...
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0
81
FinanceBench
{ "expected_answer": "57.46", "problem_id": "81" }
<|begin_of_thought|> Okay, let's try to figure out 3M's FY2022 Days Payable Outstanding (DPO). The formula given is 365 multiplied by average accounts payable between FY2021 and FY2022, divided by (FY2022 COGS plus change in inventory between FY2021 and FY2022). Hmm, right. So I need to collect the necessary data from...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2021 capital expenditure amount (in USD millions) for Amcor? Give a response to the question by relying on the details shown in the statement of cash flows.\nContext: Amcor plc and Subsidiaries\nConsolidated Statements of Ca...
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0
52
FinanceBench
{ "expected_answer": "$468.00", "problem_id": "52" }
<|begin_of_thought|> Okay, let's see. The question is asking for the FY2021 capital expenditure amount (in USD millions) for Amcor, based on the cash flow statement provided. Hmm. Capital expenditures, or CapEx, typically refer to the money spent by a company to acquire, maintain, or improve its fixed assets, like pro...
[ { "content": "Answer the following question given the context:\nQuestion: What is Verizon's FY2021 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 income and the cash flow statem...
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0
339
FinanceBench
{ "expected_answer": "36.4%", "problem_id": "339" }
<|begin_of_thought|> Okay, let's try to figure out what Verizon's FY2021 unadjusted EBITDA margin percentage is. The question mentions using the unadjusted operating income and D&A from the cash flow statement. Hmm, I need to remember what EBITDA stands for—Earnings Before Interest, Taxes, Depreciation, and Amortizati...
[ { "content": "Answer the following question given the context:\nQuestion: What is Oracle's year end FY2021 total current assets (in USD billions)? Base your judgments on the information provided primarily in the statement of financial position.\nContext: Table of Contents\nIndex to Financial Statements\n\nORACL...
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0
28
FinanceBench
{ "expected_answer": "$55.60", "problem_id": "28" }
<|begin_of_thought|> Okay, let's see. The question is asking for Oracle's total current assets for fiscal year 2021, in USD billions. The context provided is the consolidated balance sheet for May 31, 2021 and 2020. So, I need to look at the 2021 data specifically. First, I should recall that the current assets secti...
[ { "content": "Answer the following question given the context:\nQuestion: Based on the information provided primarily in the P&L statement and the statement of cash flows, what is Best Buy's FY2018 unadjusted operating income + depreciation and amortization from the cash flow statement (unadjusted EBITDA) in US...
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0
363
FinanceBench
{ "expected_answer": "$2526.00", "problem_id": "363" }
<|begin_of_thought|> Okay, let's try to figure out Best Buy's unadjusted operating income plus depreciation and amortization (EBITDA) for FY2018. Hmm, the question mentions using the P&L statement and the cash flow statement. EBITDA is operating income plus depreciation and amortization. But wait, the P&L statement us...
[ { "content": "Answer the following question given the context:\nQuestion: By relying on the line items plainly stated within the income statement, what is Costco's total net revenues (in USD millions) for FY2016?\nContext: Table of Contents\nCOSTCO WHOLESALE CORPORATION\nCONSOLIDATED STATEMENTS OF INCOME\n(amou...
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0
209
FinanceBench
{ "expected_answer": "$118719.00", "problem_id": "209" }
<|begin_of_thought|> Okay, let's see. The question is asking for Costco's total net revenues for the fiscal year 2016, based on the line items in their income statement. The context provided is a table of their consolidated statements of income, which shows data for three fiscal years: 2016, 2015, and 2014. First, I...
[ { "content": "Answer the following question given the context:\nQuestion: What is the total revenue for Adobe in FY2015? Answer in USD millions. Calculate what was asked by utilizing the line items clearly shown in the income statement.\nContext: 60\nADOBE SYSTEMS INCORPORATED\nCONSOLIDATED STATEMENTS OF INCOME...
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0
106
FinanceBench
{ "expected_answer": "$4796.00", "problem_id": "106" }
<|begin_of_thought|> Okay, let's see. The question is asking for the total revenue for Adobe in FY2015, and it needs to be in USD millions. The context provided is the consolidated income statement for Adobe, with data for three fiscal years: 2015, 2014, and 2013. The user mentioned to calculate using the line items c...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2021 operating cash flow ratio for Lockheed Martin? Operating cash flow ratio is defined as: cash from operations / total current liabilities. Round your answer to two decimal places. Answer the question asked by assuming yo...
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0
348
FinanceBench
{ "expected_answer": "0.66", "problem_id": "348" }
<|begin_of_thought|> Okay, let's see. I need to find the operating cash flow ratio for Lockheed Martin in FY2021. The operating cash flow ratio is defined as cash from operations divided by total current liabilities. Alright, so first, I need to get the cash from operations for 2021. Then, find the 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 PepsiCo's FY2021 net income attributable to shareholders (in USD millions)?\nContext: Table of Contents\nConsolidated Statement of Income\nPepsiCo, Inc. and Sub...
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0
406
FinanceBench
{ "expected_answer": "$7618.00", "problem_id": "406" }
<|begin_of_thought|> Okay, let's see. The question is asking for PepsiCo's FY2021 net income attributable to shareholders in USD millions. The context provided is their Consolidated Statement of Income for the years 2021, 2020, and 2019. First, I need to recall where on the income statement net income attributable t...
[ { "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 and the cash flow statement: what is MGM Resorts's FY2022 unadjusted EBITDA (unadjusted operati...
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0
21
FinanceBench
{ "expected_answer": "$4.90", "problem_id": "21" }
<|begin_of_thought|> Okay, let's see. I need to find MGM Resorts's FY2022 unadjusted EBITDA using the P&L and cash flow statements. Unadjusted EBITDA is basically operating income plus depreciation and amortization. So first, I should look at the operating income from the P&L statement. Looking at the Consolidated S...
[ { "content": "Answer the following question given the context:\nQuestion: Using the cash flow statement and the P&L statement, answer the following question to the best of your abilities: what is CVS Health's FY2020 unadjusted EBITDA (using unadjusted operating income and D&A from cash flow statement) % margin?...
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0
218
FinanceBench
{ "expected_answer": "6.8%", "problem_id": "218" }
<|begin_of_thought|> Okay, let's try to figure out CVS Health's FY2020 unadjusted EBITDA margin percentage using the cash flow statement and the P&L statement. Hmm, first, I need to recall what EBITDA is. EBITDA stands for Earnings Before Interest, Taxes, Depreciation, and Amortization. So, the unadjusted EBITDA would...
[ { "content": "Answer the following question given the context:\nQuestion: Assuming you only had access to the statement of financial position, please answer the following question: what is the year end FY2019 total current assets for eBay? Answer in USD millions.\nContext: PART II: FINANCIAL INFORMATION\nITEM 8...
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0
361
FinanceBench
{ "expected_answer": "$4706.00", "problem_id": "361" }
<|begin_of_thought|> Okay, let's see. The question is asking for the total current assets for eBay in FY2019, and the answer should be in USD millions. The context provided is the Consolidated Balance Sheet for eBay Inc., with data for both 2019 and 2018. Since the question specifies FY2019, I need to look at the 2019...
[ { "content": "Answer the following question given the context:\nQuestion: Considering the data in the balance sheet, how much total current assets did Verizon have at the end of FY2016? Answer in USD millions.\nContext: Consolidated Balance Sheets Verizon Communications Inc. and Subsidiaries\n(dollars in millio...
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0
266
FinanceBench
{ "expected_answer": "$26395.00", "problem_id": "266" }
<|begin_of_thought|> Okay, let's see. The question is asking for the total current assets that Verizon had at the end of FY2016. The context provided is their consolidated balance sheet. Alright, so I need to look at the balance sheet for 2016 and find the total current assets. First, I remember that on a balance sh...
[ { "content": "Answer the following question given the context:\nQuestion: According to the information provided in the P&L statement, what is Verizon's FY2019 unadjusted operating income (in USD millions)?\nContext: Consolidated Statements of Income Verizon Communications Inc. and Subsidiaries\n \n \n(dollars i...
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0
377
FinanceBench
{ "expected_answer": "$30378.00", "problem_id": "377" }
<|begin_of_thought|> Okay, let's see. The question is asking for Verizon's FY2019 unadjusted operating income in USD millions according to the P&L statement provided. Hmm. So, first, I need to recall what the P&L statement shows. The operating income is part of the income statement. Let me check the structure of the s...
[ { "content": "Answer the following question given the context:\nQuestion: What is FY2021 working capital ratio for American Water Works? Define working capital ratio as total current assets divided by total current liabilities. Round your answer to two decimal places. Base your judgments on the information prov...
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0
355
FinanceBench
{ "expected_answer": "0.73", "problem_id": "355" }
<|begin_of_thought|> Okay, let's see. I need to find the working capital ratio for American Water Works in FY2021. 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 from the balance sheet provided. Lookin...
[ { "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 FY2019 - FY2021 3 year average of D&A as a % of revenue for 3M? Answer in units of percents and round to one decimal place.\nContext: Table of Conten...
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0
39
FinanceBench
{ "expected_answer": "5.4%", "problem_id": "39" }
<|begin_of_thought|> Okay, let's see. I need to find the 3-year average of D&A as a percentage of revenue for 3M from FY2019 to FY2021. Hmm. First, I should clarify what D&A stands for. D&A is Depreciation and Amortization. Right, so that's the total of both depreciation and amortization expenses. Looking at the Con...
[ { "content": "Answer the following question given the context:\nQuestion: What is the FY2015 - FY2017 total revenue 2 year CAGR for Corning? Answer in units of percents and round to one decimal place. Approach the question asked by assuming the standpoint of an investment banking analyst who only has access to ...
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0
188
FinanceBench
{ "expected_answer": "5.4%", "problem_id": "188" }
<|begin_of_thought|> Okay, let's see. I need to find the CAGR (Compound Annual Growth Rate) for Corning's total revenue from FY2015 to FY2017. The question mentions a 2-year CAGR, so I think it's asking for the average annual growth rate over those three fiscal years. Wait, but usually CAGR is calculated over the numb...
[ { "content": "Answer the following question given the context:\nQuestion: How much (in USD millions) did American Water Works have in capital expenditures in FY2017? 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...
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0
13
FinanceBench
{ "expected_answer": "$1434.00", "problem_id": "13" }
<|begin_of_thought|> Okay, let's see. The question is asking about American Water Works' capital expenditures in FY2017, specifically in USD millions. The context provided is their consolidated statement of cash flows for the years 2017, 2016, and 2015. Since I need to assume the role of an investment analyst using on...
[ { "content": "Answer the following question given the context:\nQuestion: Using the statement of financial position, answer the following question to the best of your abilities: what is FY2021 net working capital for Activision Blizzard? Define net working capital as total current assets less total current liab...
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0
189
FinanceBench
{ "expected_answer": "$10145.00", "problem_id": "189" }
<|begin_of_thought|> Okay, let's see. I need to find the net working capital for Activision Blizzard in FY2021. The question mentions that net working capital is total current assets minus total current liabilities. Alright, so first, I should look at the balance sheet provided for the relevant date, which is December...