README.md

---
license: cc-by-4.0
---

# Financial Data — Marts Schema Data Dictionary

This document provides a comprehensive schema reference and metric dictionary for the 23 analytical tables compiled in the `marts` schema of `database.db` (and saved as Parquet files under `marts/`).

---

## Table of Contents
1. [`fct_combined_scorecard`](#1-fct_combined_scorecard) (Unified screening table)
2. [`dim_company_profiles`](#2-dim_company_profiles) (Company metadata)
3. [`fct_financial_ratios`](#3-fct_financial_ratios) (Core ratios, owner earnings, RONTA)
4. [`fct_growth_rates`](#4-fct_growth_rates) (Multi-year CAGRs & consistency)
5. [`fct_earnings_quality`](#5-fct_earnings_quality) (Sloan accruals & Beneish M-Score)
6. [`fct_dupont_decompositions`](#6-fct_dupont_decompositions) (3-factor and 5-factor ROE decompositions)
7. [`fct_valuation_multiples`](#7-fct_valuation_multiples) (Daily historical multiples & Z-Scores)
8. [`fct_macro_sensitivity`](#8-fct_macro_sensitivity) (Treasury beta & R-squared)
9. [`fct_insider_sentiment`](#9-fct_insider_sentiment) (Rolling 30d/90d/180d net transactions)
10. [`fct_dividend_history`](#10-fct_dividend_history) (Chronological distributions & streaks)
11. [`fct_magic_formulas`](#11-fct_magic_formulas) (Greenblatt ranking)
12. [`fct_piotroski_fscores`](#12-fct_piotroski_fscores) (9-point financial health scorecard)
13. [`fct_altman_zscores`](#13-fct_altman_zscores) (Credit strength & solvency)
14. [`fct_shareholder_yields`](#14-fct_shareholder_yields) (Total capital return yield)
15. [`fct_momentum_metrics`](#15-fct_momentum_metrics) (Relative price strength)
16. [`fct_lynch_categories`](#16-fct_lynch_categories) (Peter Lynch stock archetypes)
17. [`fct_screener_recommendations`](#17-fct_screener_recommendations) (Long/Short composite scorecard)
18. [`fct_capital_allocation`](#18-fct_capital_allocation) (ROIC & incremental capital efficiency)
19. [`fct_dcf_valuations`](#19-fct_dcf_valuations) (WACC & multi-scenario DCF price targets)
20. [`fct_sector_benchmarks`](#20-fct_sector_benchmarks) (Sector and industry percentile benchmarks)
21. [`fct_macro_rates`](#21-fct_macro_rates) (Daily Treasury yields & exchange rates)
22. [`fct_earning_call_transcripts`](#22-fct_earning_call_transcripts) (Quarterly call text paragraphs)
23. [`fct_sec_filing_sections`](#23-fct_sec_filing_sections) (SEC MD&A & Risk Factors text sections)

---

### 1. `fct_combined_scorecard`
* **Purpose**: The "front page" dashboard. Flat, denormalized view containing the latest values of every calculated metric joined into a single table for fast querying.
* **SQL Source**: Derived from private transformation `9_z_combined_scorecard.sql` (which ingests: `dim_company_profiles`, `fct_financial_ratios`, `fct_growth_rates`, `fct_earnings_quality`, `fct_dupont_decompositions`, `fct_valuation_multiples`, `fct_macro_sensitivity`, `fct_insider_sentiment`, `fct_dividend_history`, `fct_magic_formulas`, `fct_piotroski_fscores`, `fct_altman_zscores`, `fct_shareholder_yields`, `fct_momentum_metrics`, `fct_lynch_categories`, `fct_screener_recommendations`, `fct_capital_allocation`, `fct_dcf_valuations`, and `fct_sector_benchmarks` from the `marts` schema; `statements_usd` from the `staging` schema; and `stock_valuation_snapshot` from the `raw` schema).
* **Key Columns**:
  * `symbol` (VARCHAR): Stock ticker symbol (e.g. `AAPL`).
  * `report_date` (VARCHAR): Date of the latest statement period.
  * `market_cap` (DOUBLE): Market capitalization in USD.
  * `pe_ratio` (DOUBLE): Price-to-Earnings ratio.
  * `altman_z_score` (DOUBLE): Altman Z-score.
  * `piotroski_f_score` (INTEGER): Piotroski F-score (0 to 9).
  * `magic_formula_rank` (BIGINT): Overall rank according to the Magic Formula.
  * `total_shareholder_yield_pct` (DOUBLE): Combined yield (dividends, buybacks, debt paydowns).
  * `composite_momentum_pct` (DOUBLE): Weighted price momentum score.
  * `long_short_recommendation` (VARCHAR): Recommended screener classification (`STRONG_BUY`, `BUY`, `NEUTRAL`, `SHORT`, `STRONG_SHORT`).
  * `rev_cagr_3y` (DOUBLE): 3-year Revenue CAGR.
  * `accrual_ratio` (DOUBLE): Sloan accruals ratio.
  * `beneish_m_score` (DOUBLE): Beneish M-Score.
  * `roe_archetype` (VARCHAR): DuPont ROE driver archetype.
  * `pe_z_score` (DOUBLE): Standard deviations of PE vs. historical mean.
  * `treasury_beta_1y` (DOUBLE): Rolled 1-year regression beta vs. 10Y US Treasury yield change.
  * `insider_rolling_90d_net_value` (DECIMAL): USD net buy/sell transactions by corporate insiders.
  * `dividend_streak_years` (BIGINT): Consecutive years of dividend increases.

---

### 2. `dim_company_profiles`
* **Purpose**: Holds static and semi-static qualitative metadata for each corporation.
* **SQL Source**: Derived from private transformation `1.8_dim_company_profiles.sql` (which ingests: `stock_profile` from the `raw` schema).
* **Key Columns**:
  * `symbol` (VARCHAR): Primary Key.
  * `sector` (VARCHAR): Macro sector (e.g. `Technology`).
  * `industry` (VARCHAR): Micro industry (e.g. `Consumer Electronics`).
  * `long_business_summary` (VARCHAR): Full textual description of company operations.
  * `full_time_employees` (BIGINT): Current headcount.
  * `web_site` (VARCHAR): Corporate URL.

---

### 3. `fct_financial_ratios`
* **Purpose**: Core financial analysis metrics, normalized balance sheet totals, and specialized custom metrics (RONTA, capex-to-operating-cash-flow, R&D-adjusted asset values).
* **SQL Source**: Derived from private transformation `2_financial_ratios.sql` (which ingests: `dim_company_profiles` from the `marts` schema; `prices` and `statements_usd` from the `staging` schema; and `stock_analyst_price_targets`, `stock_shares_outstanding`, and `stock_valuation_snapshot` from the `raw` schema).
* **Key Columns**:
  * `net_tangible_assets` (DOUBLE): `Total Assets - Total Liabilities - Goodwill - Intangible Assets`.
  * `owner_earnings` (DOUBLE): `Net Income + D&A - Capital Expenditures`.
  * `ronta_pct` (DOUBLE): **Return on Net Tangible Assets**. Buffett's favorite profitability metric.
  * `buffett_classification` (VARCHAR): Classification of moat quality (`The Great`, `The Good`, `The Gruesome`).
  * `analyst_consensus_upside_pct` (DOUBLE): Percentage difference between current stock price and mean analyst price target.
  * `interest_coverage_ratio` (DOUBLE): `EBIT / Interest Expense`.
  * `rule_of_40_score` (DOUBLE): `Revenue Growth % + Free Cash Flow Margin %` (used for software/SaaS business models).
  * `is_excluded` (BOOLEAN): Flag denoting if the company belongs to financial/cyclical industries that distort structural ratio calculations.

---

### 4. `fct_growth_rates`
* **Purpose**: Multi-year compound annual growth rates (CAGRs) for major items on the income and cash flow statements, along with consistency and momentum checks.
* **SQL Source**: Derived from private transformation `9.0_growth_rates.sql` (which ingests: `statements_usd` from the `staging` schema).
* **Key Columns**:
  * `rev_growth_1y` / `net_growth_1y` / `fcf_growth_1y` (DOUBLE): YoY growth rates.
  * `rev_cagr_3y` / `net_cagr_3y` / `fcf_cagr_3y` (DOUBLE): 3-year compound annual growth rates.
  * `rev_cagr_5y` / `net_cagr_5y` / `fcf_cagr_5y` (DOUBLE): 5-year compound annual growth rates.
  * `rev_deceleration_flag` (BOOLEAN): `True` if current YoY growth is lower than the previous period's growth.
  * `rev_growth_consistency_score` (DOUBLE): Standard deviation of growth rates over the lookback window (lower = more predictable growth).

---

### 5. `fct_earnings_quality`
* **Purpose**: Evaluates whether reported net income is backed by cash flow, and flags signs of earnings manipulation or accounting anomalies.
* **SQL Source**: Derived from private transformation `9.1_earnings_quality.sql` (which ingests: `statements_usd` from the `staging` schema).
* **Key Columns**:
  * `accrual_ratio` (DOUBLE): Sloan accruals metric: `(Net Income - FCF) / Total Assets`.
    * *Threshold*: Values `> 0.10` indicate excessive accruals (earnings ahead of cash).
  * `fcf_conversion_rate` (DOUBLE): `FCF / Net Income`.
    * *Interpretation*: Ideal is `> 1.0`. Sustained values `< 0.70` suggest weak earnings quality.
  * `beneish_m_score` (DOUBLE): Mathematical model utilizing 8 accounting indexes (DSRI, GMI, AQI, SGI, DEPI, SGAI, LVGI, TATA) to detect earnings manipulation.
    * *Threshold*: Scores `> -1.78` denote possible manipulation; `> -1.49` represents a high-risk manipulation signal.
  * `beneish_m_score_label` (VARCHAR): Rating of manipulation risk (`High Risk`, `Safe`).

---

### 6. `fct_dupont_decompositions`
* **Purpose**: Breaks down Return on Equity (ROE) into 3-factor and 5-factor component parts to determine if profitability is driven by profit margins, asset efficiency, or financial leverage.
* **SQL Source**: Derived from private transformation `9.15_dupont_decomposition.sql` (which ingests: `statements_usd` from the `staging` schema).
* **Key Columns**:
  * `roe_pct` (DOUBLE): Profit / Common Equity.
  * `net_margin_pct` (DOUBLE): Profit margin (`Net Income / Revenue`).
  * `asset_turnover` (DOUBLE): Asset efficiency (`Revenue / Average Assets`).
  * `equity_multiplier_leverage` (DOUBLE): Financial leverage (`Average Assets / Average Equity`).
  * `ebit_margin_pct` (DOUBLE): Operating profitability.
  * `interest_burden_factor` (DOUBLE): Pretax Income / EBIT.
  * `tax_burden_factor` (DOUBLE): Net Income / Pretax Income.
  * `roe_archetype` (VARCHAR): Business return driver label:
    * `High-Margin Compounder` (High profit margin, low leverage)
    * `Asset-Light Asset Turner` (High asset turnover, low leverage)
    * `Leverage-Driven Returns` (Low margins/turnover, high leverage)
    * `Underperforming` (Negative ROE)

---

### 7. `fct_valuation_multiples`
* **Purpose**: Integrates daily stock prices with annual statement disclosures to output daily historical multiples and statistical z-scores (standard deviations from the company's own historical average).
* **SQL Source**: Derived from private transformation `9.5_valuation_multiples.sql` (which ingests: `prices` and `statements_usd` from the `staging` schema; and `stock_shares_outstanding` from the `raw` schema).
* **Key Columns**:
  * `price_date` (VARCHAR): Calendar date of the stock price.
  * `pe_ratio` (DOUBLE): Price / Trailing EPS.
  * `price_to_fcf` (DOUBLE): Market Cap / Free Cash Flow.
  * `pe_z_score` (DOUBLE): `(Current PE - Mean historical PE) / StdDev(PE)`.
    * *Interpretation*: Negative z-scores (e.g. `-1.5`) indicate that the stock is historically cheap compared to its own historical trading range.

---

### 8. `fct_macro_sensitivity`
* **Purpose**: Gauges how sensitive a stock's returns are to macroeconomic interest rate shifts by running a rolling 1-year linear regression of daily stock returns against daily changes in the 10-year US Treasury yield.
* **SQL Source**: Derived from private transformation `9.6_macro_sensitivity.sql` (which ingests: `fct_macro_rates` from the `marts` schema; and `prices` from the `staging` schema).
* **Key Columns**:
  * `treasury_beta_1y` (DOUBLE): Slope coefficient of regression.
    * *Interpretation*: Positive beta (e.g. `1.2`) means the stock moves *up* when bond yields rise (cyclical/financials). Negative beta (e.g. `-0.8`) means the stock falls when yields rise (utilities/defensives).
  * `treasury_r2_1y` (DOUBLE): R-squared (goodness of fit) of the rolling regression, showing how much of the stock's return variance is explained by yield changes.

---

### 9. `fct_insider_sentiment`
* **Purpose**: Tracks buying and selling activity by corporate executives, officers, and directors.
* **SQL Source**: Derived from private transformation `9.3_insider_sentiment.sql` (which ingests: `stock_insider_transactions` from the `raw` schema).
* **Key Columns**:
  * `tx_date` (DATE): Transaction execution date.
  * `net_shares_daily` (DOUBLE): Shares purchased minus shares sold on `tx_date`.
  * `net_value_daily` (DECIMAL): USD value of net transactions on `tx_date`.
  * `rolling_30d_net_value` / `rolling_90d_net_value` / `rolling_180d_net_value` (DECIMAL): Combined USD value of insider transactions over the respective trailing day windows.

---

### 10. `fct_dividend_history`
* **Purpose**: Tracks distributions, stock splits, annual payouts, and consecutive dividend increase streaks.
* **SQL Source**: Derived from private transformation `9.4_dividend_history.sql` (which ingests: `stock_dividend_events` and `stock_split_events` from the `raw` schema).
* **Key Columns**:
  * `event_date` (DATE): Date of dividend or split event.
  * `event_type` (VARCHAR): `dividend` or `split`.
  * `amount` (DOUBLE): Dividend distribution per share.
  * `split_factor` (VARCHAR): Split ratio (e.g. `2:1` or `1:1`).
  * `year_annual_payout` (DECIMAL): Sum of all dividends paid in that calendar year.
  * `year_dividend_increase_streak_years` (BIGINT): The consecutive streak of years where the annual dividend payout increased.

---

### 11. `fct_magic_formulas`
* **Purpose**: Implements Joel Greenblatt's "Magic Formula" screen, ranking companies by their return on capital and earnings yield.
* **SQL Source**: Derived from private transformation `3_magic_formula.sql` (which ingests: `dim_company_profiles` from the `marts` schema; `prices` and `statements_usd` from the `staging` schema; and `stock_shares_outstanding` and `stock_valuation_snapshot` from the `raw` schema).
* **Key Columns**:
  * `return_on_capital_pct` (DOUBLE): `EBIT / (Net Working Capital + Net PPE)`.
  * `earnings_yield_pct` (DOUBLE): `EBIT / Enterprise Value`.
  * `roc_rank` (BIGINT): Return on Capital percentile rank within the universe.
  * `ey_rank` (BIGINT): Earnings Yield percentile rank within the universe.
  * `magic_formula_rank` (BIGINT): Consolidated rank (sum of `roc_rank` and `ey_rank`).

---

### 12. `fct_piotroski_fscores`
* **Purpose**: Computes Joseph Piotroski's 9-point binary score (0-9) analyzing profitability, leverage/liquidity, and operating efficiency.
* **SQL Source**: Derived from private transformation `4_piotroski_fscore.sql` (which ingests: `statements_usd` from the `staging` schema; and `stock_shares_outstanding` from the `raw` schema).
* **Key Columns**:
  * `f1_positive_roa` to `f9_improving_asset_turnover` (INTEGER): Binary points (0 or 1) for each signal.
  * `f_score` (INTEGER): Combined health score (ranges from 0 to 9).
    * *Interpretation*: `8` or `9` is exceptionally strong; `0` to `3` is weak.
  * `f_score_label` (VARCHAR): Rating class (`Strong Health`, `Moderate Health`, `Weak Health`).

---

### 13. `fct_altman_zscores`
* **Purpose**: Bankruptcy risk prediction using Edward Altman's 5-factor model for manufacturing and non-manufacturing firms.
* **SQL Source**: Derived from private transformation `5_altman_zscore.sql` (which ingests: `prices` and `statements_usd` from the `staging` schema; and `stock_shares_outstanding` and `stock_valuation_snapshot` from the `raw` schema).
* **Key Columns**:
  * `z_score` (DOUBLE): Output score.
  * `z_score_zone` (VARCHAR): Solvency health zones:
    * `Safe Zone` (Z-Score > 2.90 for manufacturing, > 2.90 for service)
    * `Grey Zone` (1.23 <= Z-Score <= 2.90)
    * `Distress Zone` (Z-Score < 1.23, high risk of insolvency)

---

### 14. `fct_shareholder_yields`
* **Purpose**: Computes cash returned to investors via dividends, stock buybacks, and net debt reduction.
* **SQL Source**: Derived from private transformation `6_shareholder_yield.sql` (which ingests: `prices` and `statements_usd` from the `staging` schema; and `stock_shares_outstanding` and `stock_valuation_snapshot` from the `raw` schema).
* **Key Columns**:
  * `dividend_yield_pct` (DOUBLE): Cash dividends / Market Cap.
  * `buyback_yield_pct` (DOUBLE): Net stock buybacks / Market Cap.
  * `debt_paydown_yield_pct` (DOUBLE): Net debt paydown / Market Cap.
  * `total_shareholder_yield_pct` (DOUBLE): Combined yield of all three components.
  * `tsy_label` (VARCHAR): Rating based on shareholder yield strength.

---

### 15. `fct_momentum_metrics`
* **Purpose**: Measures trend-following relative strength over multiple lookback windows (1m, 3m, 6m, 12m).
* **SQL Source**: Derived from private transformation `7_momentum.sql` (which ingests: `prices` from the `staging` schema).
* **Key Columns**:
  * `mom_12m_skip1m_pct` (DOUBLE): Returns over 12 months excluding the most recent month (captures structural momentum while avoiding short-term reversal noise).
  * `composite_momentum_pct` (DOUBLE): Weighted average of 3m (20%), 6m (30%), and 12m-skip-1m (50%) momentum returns.
  * `momentum_label` (VARCHAR): Classification (`Strong Momentum`, `Improving`, `Lagging`, etc.).

---

### 16. `fct_lynch_categories`
* **Purpose**: Implements Peter Lynch's stock categorization framework (Slow Grower, Stalwart, Fast Grower, Cyclical, Asset Play, Turnaround) using growth rates, leverage, size, and health filters.
* **SQL Source**: Derived from private transformation `8_lynch_categories.sql` (which ingests: `dim_company_profiles`, `fct_altman_zscores`, `fct_financial_ratios`, and `fct_piotroski_fscores` from the `marts` schema; and `statements_usd` from the `staging` schema).
* **Key Columns**:
  * `lynch_category` (VARCHAR): The assigned Peter Lynch category.
  * `lynch_confidence` (VARCHAR): Strength classification of the assignment (`High`, `Medium`, `Low`).
  * `net_cash_to_mktcap_pct` (DOUBLE): Net balance sheet cash as a percentage of market cap (key for "Asset Play" screening).

---

### 17. `fct_screener_recommendations`
* **Purpose**: A compound multi-factor grading model that weights Piotroski, Altman, Magic Formula, owner yield, growth, and R&D-adjusted efficiency into an overall long/short score.
* **SQL Source**: Derived from private transformation `9_long_short_screener.sql` (which ingests: `dim_company_profiles`, `fct_altman_zscores`, `fct_financial_ratios`, `fct_magic_formulas`, and `fct_piotroski_fscores` from the `marts` schema).
* **Key Columns**:
  * `long_score` (INTEGER): Points accrued for high quality, value, health, and momentum (0 to 10 scale).
  * `short_score` (INTEGER): Points accrued for distress, manipulation risk, high debt, or poor cash conversion (0 to 10 scale).
  * `long_short_recommendation` (VARCHAR): Screener recommendation rating (e.g. `STRONG_BUY` when `long_score >= 8` and `short_score <= 1`).

---

### 18. `fct_capital_allocation`
* **Purpose**: Computes Return on Invested Capital (ROIC), pre-tax ROIC, and incremental ROIC over rolling 3-year and 5-year windows to evaluate management's capital deployment efficiency.
* **SQL Source**: Derived from private transformation `9.18_capital_allocation.sql` (which ingests: `statements_usd` from the `staging` schema).
* **Key Columns**:
  * `symbol` (VARCHAR): Stock ticker symbol.
  * `report_date` (DATE): Statement report date.
  * `tax_rate` (DOUBLE): Effective tax rate (capped at 35%, default to 21%).
  * `invested_capital` (DOUBLE): Total Debt + Total Equity - Cash.
  * `nopat` (DOUBLE): Net Operating Profit After Tax (`Operating Income * (1.0 - tax_rate)`).
  * `roic_pct` (DOUBLE): Return on Invested Capital percentage.
  * `pretax_roic_pct` (DOUBLE): Pre-tax Return on Invested Capital percentage.
  * `incremental_roic_3y_pct` (DOUBLE): 3-year Incremental ROIC (using NOPAT / Invested Capital change).
  * `pretax_incremental_roic_3y_pct` (DOUBLE): 3-year Pre-tax Incremental ROIC (using EBIT / Invested Capital change).
  * `incremental_roic_5y_pct` (DOUBLE): 5-year Incremental ROIC.
  * `pretax_incremental_roic_5y_pct` (DOUBLE): 5-year Pre-tax Incremental ROIC.
  * `capital_unlocked_growth_3y_flag` (BOOLEAN): `True` if operating income grew while invested capital decreased over 3 years.
  * `capital_allocation_category` (VARCHAR): Classification of management's capital allocation efficiency (`High-Efficiency Compounder`, `Fading Compounder`, `Turnaround Compounder`, `Value Destroyer`, `Capital-Light Grower`, `Standard Allocator`).

---

### 19. `fct_dcf_valuations`
* **Purpose**: Computes Weighted Average Cost of Capital (WACC), Cost of Equity (CAPM), Cost of Debt, and projects 10-year discounted cash flows under three growth scenarios (Base, Conservative, Aggressive).
* **SQL Source**: Derived from private transformation `9.8_dcf_valuation.sql` (which ingests: `fct_financial_ratios`, `fct_growth_rates`, and `fct_macro_rates` from the `marts` schema; `statements_usd` from the `staging` schema; and `stock_valuation_snapshot` from the `raw` schema).
* **Key Columns**:
  * `symbol` (VARCHAR): Stock ticker symbol.
  * `report_date` (DATE): Reference report date for statement metrics.
  * `wacc` (DOUBLE): Weighted Average Cost of Capital (clamped between 5% and 15%).
  * `cost_of_equity` (DOUBLE): Cost of equity via CAPM (`Risk-Free Rate + Beta * 5.5% ERP`).
  * `cost_of_debt` (DOUBLE): Cost of debt (interest expense / total debt, or fallback).
  * `tax_rate` (DOUBLE): Effective tax rate.
  * `base_cash_flow` (DOUBLE): Owner earnings (falling back to FCF, then Net Income).
  * `enterprise_value_base` / `enterprise_value_conservative` / `enterprise_value_aggressive` (DOUBLE): Discounted enterprise values.
  * `equity_value_base` / `equity_value_conservative` / `equity_value_aggressive` (DOUBLE): Estimated equity value (`Enterprise Value + Cash - Debt`).
  * `dcf_price_per_share_base` / `dcf_price_per_share_conservative` / `dcf_price_per_share_aggressive` (DOUBLE): Estimated fair value per share.

---

### 20. `fct_sector_benchmarks`
* **Purpose**: Computes peer-relative sector and industry percentiles and medians for multiple valuation, profitability, and momentum metrics.
* **SQL Source**: Derived from private transformation `9.20_sector_benchmarks.sql` (which ingests: `dim_company_profiles`, `fct_capital_allocation`, `fct_financial_ratios`, `fct_growth_rates`, and `fct_momentum_metrics` from the `marts` schema).
* **Key Columns**:
  * `symbol` (VARCHAR): Stock ticker symbol.
  * `sector` (VARCHAR): Corporate macro sector.
  * `industry` (VARCHAR): Corporate micro industry.
  * `pe_industry_percentile` (DOUBLE): Industry percentile for P/E (0 = cheapest/best, 100 = most expensive/worst).
  * `pb_industry_percentile` (DOUBLE): Industry percentile for P/B.
  * `roic_industry_percentile` (DOUBLE): Industry percentile for ROIC (0 = highest/best, 100 = lowest/worst).
  * `rev_growth_1y_industry_percentile` (DOUBLE): Industry percentile for 1-year revenue growth.
  * `mom_6m_industry_percentile` (DOUBLE): Industry percentile for 6-month price momentum.
  * `pe_sector_percentile` (DOUBLE): Sector percentile for P/E.
  * `mom_6m_sector_percentile` (DOUBLE): Sector percentile for 6-month price momentum.
  * `industry_median_pe` / `sector_median_pe` (DOUBLE): Median P/E ratios.
  * `industry_median_roic` / `sector_median_roic` (DOUBLE): Median ROIC values.

---

### 21. `fct_macro_rates`
* **Purpose**: Cleans and merges daily currency exchange rates and U.S. Treasury constant maturity yields.
* **SQL Source**: Derived from private transformation `9.2_macro_rates.sql` (which ingests: `daily_treasury_yield` and `exchange_rate` from the `raw` schema).
* **Key Columns**:
  * `currency_symbol` (VARCHAR): Currency symbol (e.g. `EURUSD=X`).
  * `report_date` (DATE): Calendar date of the rates.
  * `exchange_rate` (DECIMAL): Daily close exchange rate.
  * `bc_1month` to `bc_30year` (DECIMAL): Constant maturity yields for 1m, 2m, 3m, 6m, 1y, 2y, 3y, 5y, 7y, 10y, 20y, and 30y U.S. Treasuries.

---

### 22. `fct_earning_call_transcripts`
* **Purpose**: Compiles raw text paragraphs from quarterly earnings call transcripts and flags whether the speaker is a registered corporate officer (insider).
* **SQL Source**: Derived from private transformation `9.21_fct_earning_call_transcripts.sql` (which ingests: `stock_earning_call_transcripts` and `stock_officers` from the `raw` schema).
* **Key Columns**:
  * `symbol` (VARCHAR): Stock ticker symbol.
  * `fiscal_year` (INTEGER): Fiscal year of the earnings call.
  * `fiscal_quarter` (INTEGER): Fiscal quarter.
  * `paragraph_number` (BIGINT): Section paragraph index.
  * `speaker` (VARCHAR): Name of the individual speaking.
  * `is_insider` (BOOLEAN): `True` if speaker matches a known corporate officer name for that symbol.
  * `content` (VARCHAR): Text content of the transcript paragraph.
  * `transcripts_id` (BIGINT): Unique identifier hash for the paragraph.
  * `report_date` (DATE): Earnings report date.

---

### 23. `fct_sec_filing_sections`
* **Purpose**: Consolidates Item 7 (MD&A) and Item 1A (Risk Factors) sections from SEC corporate filings (e.g., 10-K, 10-Q) into a single textual database table.
* **SQL Source**: Derived from private transformation `9.22_fct_sec_filing_sections.sql` (which ingests: `stock_sec_filing` from the `raw` schema).
* **Key Columns**:
  * `symbol` (VARCHAR): Stock ticker symbol.
  * `accession_number` (VARCHAR): Unique SEC accession identifier.
  * `form_type` (VARCHAR): Form type (e.g., `10-K` or `10-Q`).
  * `filing_date` (DATE): SEC filing submission date.
  * `section_type` (VARCHAR): Text category (`mda` or `risk_factors`).
  * `section_text` (VARCHAR): Full plaintext content extracted from the section.

---

# Raw Schema Data Dictionary

This section describes the 25 raw ingestion tables loaded into the `raw` schema of `database.db`. These tables store primary data fetched from yFinance, SEC EDGAR, daily Treasury rate feeds, and exchange listings before downstream transformations are applied.

## Table of Contents (Raw Schema)
1. [`daily_treasury_yield`](#raw-daily_treasury_yield) (U.S. Treasury constant maturity yields)
2. [`exchange_directories`](#raw-exchange_directories) (Asset mapping & exchange lists)
3. [`exchange_rate`](#raw-exchange_rate) (Daily currency exchange rates)
4. [`stock_analyst_price_targets`](#raw-stock_analyst_price_targets) (Sell-side consensus price targets)
5. [`stock_analyst_recommendations`](#raw-stock_analyst_recommendations) (Buy/Sell recommendation matrices)
6. [`stock_dividend_events`](#raw-stock_dividend_events) (Chronological cash payouts)
7. [`stock_earning_calendar`](#raw-stock_earning_calendar) (Earnings call dates and schedule)
8. [`stock_earning_call_transcripts`](#raw-stock_earning_call_transcripts) (Metadata for quarterly call transcript JSON files)
9. [`stock_earnings_estimates`](#raw-stock_earnings_estimates) (Analyst forward estimates)
10. [`stock_earnings_history`](#raw-stock_earnings_history) (Past quarterly EPS surprises)
11. [`stock_eps_trends`](#raw-stock_eps_trends) (Analyst consensus revisions)
12. [`stock_insider_transactions`](#raw-stock_insider_transactions) (Form 4 executive and director trades)
13. [`stock_institutional_holders`](#raw-stock_institutional_holders) (13F institutional ownership)
14. [`stock_mutualfund_holders`](#raw-stock_mutualfund_holders) (Mutual fund holdings)
15. [`stock_news`](#raw-stock_news) (Aggregated financial news feeds)
16. [`stock_officers`](#raw-stock_officers) (Company directors & executive compensation)
17. [`stock_prices`](#raw-stock_prices) (Daily historical price bars)
18. [`stock_profile`](#raw-stock_profile) (Sector, industry, and qualitative description)
19. [`stock_revenue_breakdown`](#raw-stock_revenue_breakdown) (Segmented product/region revenues)
20. [`stock_sec_filing`](#raw-stock_sec_filing) (Filing metadata & raw text pointers)
21. [`stock_shares_outstanding`](#raw-stock_shares_outstanding) (Historical share counts)
22. [`stock_split_events`](#raw-stock_split_events) (Stock splits history)
23. [`stock_statement`](#raw-stock_statement) (Faceted financial statements)
24. [`stock_trailing_eps`](#raw-stock_trailing_eps) (Trailing earnings per share records)
25. [`stock_valuation_snapshot`](#raw-stock_valuation_snapshot) (Latest yFinance snapshot metrics)

---

## Raw Table Reference

### `daily_treasury_yield`
* **Purpose**: Daily constant maturity yields for U.S. government debt (from 1-month to 30-year bills/bonds).
* **Columns**:
  * `bc_1month` to `bc_30year` (DECIMAL): Constant maturity yields for 1m, 2m, 3m, 6m, 1y, 2y, 3y, 5y, 7y, 10y, 20y, and 30y U.S. Treasuries.
  * `report_date` (DATE): Daily calendar date.

### `exchange_directories`
* **Purpose**: Asset mapping directories linking tickers, exchange details, asset type, and corporate country of origin.
* **Columns**:
  * `symbol` (VARCHAR): Stock ticker symbol.
  * `local_ticker` (VARCHAR): Ticker symbol on local exchange.
  * `exchange` (VARCHAR): Ticker exchange code.
  * `name` (VARCHAR): Full company name.
  * `asset_type` (VARCHAR): Security type (e.g. stock, ETF).
  * `country` (VARCHAR): Country of corporate headquarters.

### `exchange_rate`
* **Purpose**: Daily close exchange rate value for currency cross-pairs.
* **Columns**:
  * `symbol` (VARCHAR): Currency cross-pair symbol (e.g. `EURUSD=X`).
  * `open` / `close` / `high` / `low` (DECIMAL): Daily pricing values.
  * `report_date` (DATE): Calendar date.

### `stock_analyst_price_targets`
* **Purpose**: Consensus, low, high, mean, and median price targets estimated by sell-side analysts.
* **Columns**:
  * `symbol` (VARCHAR): Stock ticker.
  * `current` (DECIMAL): Current stock price.
  * `low` / `high` / `mean` / `median` (DECIMAL): Analyst price targets.
  * `report_date` (DATE): Extraction date.

### `stock_analyst_recommendations`
* **Purpose**: Aggregate recommendations matrix (number of analysts recommending strong buy, buy, hold, sell, strong sell) over various rolling periods.
* **Columns**:
  * `symbol` (VARCHAR): Stock ticker.
  * `period` (VARCHAR): Lookback period (e.g. `0m`, `-1m`, etc.).
  * `strong_buy` / `buy` / `hold` / `sell` / `strong_sell` (INTEGER): Tally counts of recommendations.
  * `report_date` (DATE): Capture date.

### `stock_dividend_events`
* **Purpose**: Cash dividends declared and paid historically.
* **Columns**:
  * `symbol` (VARCHAR): Stock ticker.
  * `amount` (DECIMAL): Dividend payout amount per share.
  * `report_date` (DATE): Ex-dividend or payment date.

### `stock_earning_calendar`
* **Purpose**: Earnings announcement calendar, dates, and corresponding fiscal quarter info.
* **Columns**:
  * `symbol` (VARCHAR): Stock ticker.
  * `time` (VARCHAR): Before/after market close timing flag.
  * `name` (VARCHAR): Event description.
  * `fiscal_quarter_ending` (VARCHAR): Period end date.
  * `report_date` (DATE): Date of earnings release.

### `stock_earning_call_transcripts`
* **Purpose**: Metadata and directory path pointers for quarterly corporate earnings call transcript JSON text files.
* **Columns**:
  * `symbol` (VARCHAR): Stock ticker.
  * `fiscal_year` (INTEGER): Fiscal year of call.
  * `fiscal_quarter` (INTEGER): Fiscal quarter.
  * `transcript_path` (VARCHAR): File system location of raw JSON transcripts.
  * `transcripts_id` (INTEGER): Unique transcript identifier.
  * `report_date` (DATE): Reference period date.

### `stock_earnings_estimates`
* **Purpose**: Detailed forward consensus EPS/revenue estimate values, analyst counts, and target growth percentages.
* **Columns**:
  * `symbol` (VARCHAR): Stock ticker.
  * `period` (VARCHAR): Estimate target period.
  * `estimate_type` (VARCHAR): EPS or Revenue indicator.
  * `avg_estimate` / `low_estimate` / `high_estimate` (DECIMAL): Estimate stats.
  * `number_of_analysts` (INTEGER): Count of estimating analysts.
  * `year_ago_value` (DECIMAL): Historical matching period actual value.
  * `growth` (DECIMAL): Projected YoY growth rate.
  * `currency` (VARCHAR): Reporting currency.
  * `report_date` (DATE): Period reference date.

### `stock_earnings_history`
* **Purpose**: Tracks EPS surprise history by comparing actual quarterly EPS against consensus analyst estimates.
* **Columns**:
  * `symbol` (VARCHAR): Stock ticker.
  * `quarter` (VARCHAR): Target quarter.
  * `eps_actual` (DECIMAL): Realized EPS.
  * `eps_estimate` (DECIMAL): Expected EPS.
  * `eps_difference` (DECIMAL): Delta surprise value.
  * `surprise_percent` (DECIMAL): Surprise ratio.
  * `report_date` (DATE): Filing/calendar date.

### `stock_eps_trends`
* **Purpose**: Analyst EPS estimate revision trends showing revisions over 7, 30, 60, and 90-day horizons.
* **Columns**:
  * `symbol` (VARCHAR): Stock ticker.
  * `period` (VARCHAR): Forecast target period.
  * `current_estimate` (DECIMAL): Current average estimate.
  * `days_7_ago` / `days_30_ago` / `days_60_ago` / `days_90_ago` (DECIMAL): Historical estimates.
  * `currency` (VARCHAR): Invoiced currency.
  * `report_date` (DATE): As-of date.

### `stock_insider_transactions`
* **Purpose**: SEC Form 4 insider trading disclosures indicating trades executed by company officers and directors.
* **Columns**:
  * `symbol` (VARCHAR): Stock ticker.
  * `insider` (VARCHAR): Name of the corporate insider.
  * `position` (VARCHAR): Job title or relation to company.
  * `transaction` (VARCHAR): Transaction type (e.g. Sale, Buy, Option Exercise).
  * `shares` (BIGINT): Quantity of shares traded.
  * `value` (DECIMAL): Estimated transaction USD value.
  * `ownership` (VARCHAR): Direct or indirect ownership status.
  * `url` (VARCHAR): SEC Edgar filing URL.
  * `text` (VARCHAR): Brief transaction commentary.
  * `report_date` (DATE): Transaction filing date.
  * `start_date` (DATE): Trade execution date.

### `stock_institutional_holders`
* **Purpose**: Institutional ownership statistics based on SEC 13F filings.
* **Columns**:
  * `symbol` (VARCHAR): Stock ticker.
  * `holder` (VARCHAR): Institutional entity name.
  * `pct_held` (DECIMAL): Percentage of total shares outstanding owned.
  * `shares` (BIGINT): Share count.
  * `value` (BIGINT): Estimated USD value.
  * `pct_change` (DECIMAL): Change in shares held vs. prior filing.
  * `report_date` (DATE): Collection date.
  * `date_reported` (DATE): 13F filing reporting date.

### `stock_mutualfund_holders`
* **Purpose**: Mutual fund equity holder lists and ownership percentages.
* **Columns**:
  * `symbol` (VARCHAR): Stock ticker.
  * `holder` (VARCHAR): Mutual fund name.
  * `pct_held` / `shares` / `value` / `pct_change` (DECIMAL/BIGINT): Position sizes and changes.
  * `report_date` (DATE): Collection date.
  * `date_reported` (DATE): Report date.

### `stock_news`
* **Purpose**: Feeds of company-specific financial news articles and metadata.
* **Columns**:
  * `uuid` (VARCHAR): Unique article ID.
  * `symbol` (VARCHAR): Associated ticker.
  * `title` (VARCHAR): Article headline.
  * `publisher` (VARCHAR): News source publisher.
  * `report_date` (DATE): Publication date.
  * `type` (VARCHAR): Category format.
  * `link` (VARCHAR): Web URL.
  * `news` (STRUCT): Nested structure containing paragraph details.
  * `bucket_id` (BIGINT): Storage grouping bucket.

### `stock_officers`
* **Purpose**: Directors, officers, key executives, salaries, and stock options details.
* **Columns**:
  * `symbol` (VARCHAR): Stock ticker.
  * `name` (VARCHAR): Officer name.
  * `title` (VARCHAR): Position title.
  * `age` (BIGINT): Executive's age.
  * `born` (BIGINT): Birth year.
  * `pay` (BIGINT): Total annual compensation in USD.
  * `exercised` / `unexercised` (BIGINT): Executed or outstanding options value.
  * `report_date` (DATE): Metadata capture date.

### `stock_prices`
* **Purpose**: Historical daily price bars (Open, Close, High, Low, Volume).
* **Columns**:
  * `symbol` (VARCHAR): Stock ticker.
  * `report_date` (DATE): Price calendar date.
  * `open` / `close` / `high` / `low` (DECIMAL): Daily pricing indicators.
  * `volume` (BIGINT): Daily volume of shares traded.
  * `bucket_id` (BIGINT): Storage partition bucket.

### `stock_profile`
* **Purpose**: Qualitative company background, office address, industry classification, employee count, and website URL.
* **Columns**:
  * `symbol` (VARCHAR): Stock ticker.
  * `address` / `city` / `country` / `phone` / `zip` (VARCHAR): Corporate contact details.
  * `industry` / `sector` (VARCHAR): Industry and sector classifications.
  * `long_business_summary` (VARCHAR): Corporate business description.
  * `full_time_employees` (BIGINT): Count of employees.
  * `web_site` (VARCHAR): Corporate homepage URL.
  * `report_date` (DATE): Record capture date.

### `stock_revenue_breakdown`
* **Purpose**: Segmented corporate revenue breakdowns (by geographic region or business line).
* **Columns**:
  * `symbol` (VARCHAR): Stock ticker.
  * `breakdown` (VARCHAR): Segment grouping category.
  * `report_date` (VARCHAR): Statement ending period date.
  * `breakdown_name` (VARCHAR): Segment name (e.g. North America, iPhone).
  * `value` (BIGINT): Revenue value.
  * `period_type` (VARCHAR): Period scale.
  * `value_type` (VARCHAR): Period or raw indicator.
  * `series_name` (VARCHAR): Statement series mapping.
  * `currency` (VARCHAR): Currency code.

### `stock_sec_filing`
* **Purpose**: Metadata and local text file system pointers for Item 7 MD&A and Item 1A Risk Factors from SEC filings.
* **Columns**:
  * `cik` (VARCHAR): Central Index Key.
  * `symbol` (VARCHAR): Stock ticker.
  * `company_name` (VARCHAR): Corporate name.
  * `form_type` (VARCHAR): Form type (e.g. `10-K`, `10-Q`).
  * `form_type_description` (VARCHAR): SEC form description.
  * `accession_number` (VARCHAR): Unique SEC accession identifier.
  * `acceptance_date_time` (VARCHAR): System timestamp of submission acceptance.
  * `filing_url` (VARCHAR): Online filing path.
  * `mda_text_path` / `risk_factors_text_path` (VARCHAR): Path pointers to cleaned local text sections.
  * `filing_date` (DATE): Filing release date.
  * `report_date` (DATE): Reference period date.

### `stock_shares_outstanding`
* **Purpose**: Chronological corporate shares outstanding tracking history.
* **Columns**:
  * `symbol` (VARCHAR): Stock ticker.
  * `shares_outstanding` (BIGINT): Share count outstanding.
  * `report_date` (DATE): Reference period date.

### `stock_split_events`
* **Purpose**: Historic stock split coefficients and ratios.
* **Columns**:
  * `symbol` (VARCHAR): Stock ticker.
  * `split_factor` (VARCHAR): Split ratio (e.g. `2:1`).
  * `rn_1` (BIGINT): Row number sorting.
  * `report_date` (DATE): Effective split date.

### `stock_statement`
* **Purpose**: Normalized financial statement rows (balance sheet, income statement, cash flow) mapped to standard accounting items.
* **Columns**:
  * `symbol` (VARCHAR): Stock ticker.
  * `item_name` (VARCHAR): Standard statement item key.
  * `item_value` (DECIMAL): Accounting dollar amount.
  * `finance_type` (VARCHAR): Balance sheet, income statement, or cash flow indicator.
  * `period_type` (VARCHAR): `annual` or `quarterly`.
  * `report_date` (DATE): Statement ending period date.

### `stock_trailing_eps`
* **Purpose**: Trailing Twelve Months (TTM) earnings per share records.
* **Columns**:
  * `symbol` (VARCHAR): Stock ticker.
  * `report_date` (VARCHAR): Capture date.
  * `trailing_eps` (DECIMAL): Trailing EPS value.
  * `update_time` (VARCHAR): System timestamp of capture.

### `stock_valuation_snapshot`
* **Purpose**: Highly comprehensive daily metrics snapshot containing valuation ratios, growth rates, margin structures, balance sheet summaries, and trading metrics.
* **Columns**:
  * `symbol` (VARCHAR): Stock ticker.
  * `market_cap` (BIGINT): Market capitalization.
  * `trailing_pe` / `forward_pe` / `price_to_book` / `price_to_sales` (DECIMAL): Core multiples.
  * `enterprise_value` (BIGINT): Corporate Enterprise Value.
  * `enterprise_to_revenue` / `enterprise_to_ebitda` (DECIMAL): Enterprise multiples.
  * `beta` (DECIMAL): Trading beta coefficient.
  * `dividend_rate` / `dividend_yield` (DECIMAL): Dividend summaries.
  * `payout_ratio` (DECIMAL): Dividend payout ratio.
  * `ex_dividend_date` (VARCHAR): Date of ex-dividend.
  * `fifty_two_week_high` / `fifty_two_week_low` (DECIMAL): Yearly price bounds.
  * `fifty_day_average` / `two_hundred_day_average` (DECIMAL): Moving price averages.
  * `short_ratio` / `short_percent_of_float` (DECIMAL): Short interest statistics.
  * `return_on_assets` / `return_on_equity` (DECIMAL): Asset and equity returns.
  * `profit_margins` / `operating_margins` (DECIMAL): Margin structures.
  * `revenue_growth` / `earnings_growth` (DECIMAL): Growth performance rates.
  * `total_cash` / `total_debt` (BIGINT): Debt and cash levels.
  * `debt_to_equity` / `current_ratio` / `quick_ratio` (DECIMAL): Leverage and liquidity ratios.
  * `held_percent_insiders` / `held_percent_institutions` (DECIMAL): Ownership concentration.
  * `float_shares` (BIGINT): Floating share count.
  * `current_price` (DECIMAL): Current close price.
  * `exchange` (VARCHAR): Trading exchange.
  * `website` (VARCHAR): Corporate homepage.
  * `trailing_eps` (DECIMAL): Trailing EPS.
  * `report_date` (DATE): Ingestion snapshot reference date.