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README.md
CHANGED
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@@ -37,7 +37,7 @@ This document provides a comprehensive schema reference and metric dictionary fo
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### 1. `fct_combined_scorecard`
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* **Purpose**: The "front page" dashboard. Flat, denormalized view containing the latest values of every calculated metric joined into a single table for fast querying.
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* **SQL Source**: `9_z_combined_scorecard.sql`
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* **Key Columns**:
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* `symbol` (VARCHAR): Stock ticker symbol (e.g. `AAPL`).
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* `report_date` (VARCHAR): Date of the latest statement period.
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### 2. `dim_company_profiles`
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* **Purpose**: Holds static and semi-static qualitative metadata for each corporation.
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* **SQL Source**: `1.8_dim_company_profiles.sql`
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* **Key Columns**:
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* `symbol` (VARCHAR): Primary Key.
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* `sector` (VARCHAR): Macro sector (e.g. `Technology`).
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### 3. `fct_financial_ratios`
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* **Purpose**: Core financial analysis metrics, normalized balance sheet totals, and specialized custom metrics (RONTA, capex-to-operating-cash-flow, R&D-adjusted asset values).
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* **SQL Source**: `2_financial_ratios.sql`
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* **Key Columns**:
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* `net_tangible_assets` (DOUBLE): `Total Assets - Total Liabilities - Goodwill - Intangible Assets`.
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* `owner_earnings` (DOUBLE): `Net Income + D&A - Capital Expenditures`.
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### 4. `fct_growth_rates`
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* **Purpose**: Multi-year compound annual growth rates (CAGRs) for major items on the income and cash flow statements, along with consistency and momentum checks.
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* **SQL Source**: `9.0_growth_rates.sql`
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* **Key Columns**:
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* `rev_growth_1y` / `net_growth_1y` / `fcf_growth_1y` (DOUBLE): YoY growth rates.
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* `rev_cagr_3y` / `net_cagr_3y` / `fcf_cagr_3y` (DOUBLE): 3-year compound annual growth rates.
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### 5. `fct_earnings_quality`
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* **Purpose**: Evaluates whether reported net income is backed by cash flow, and flags signs of earnings manipulation or accounting anomalies.
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* **SQL Source**: `9.1_earnings_quality.sql`
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* **Key Columns**:
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* `accrual_ratio` (DOUBLE): Sloan accruals metric: `(Net Income - FCF) / Total Assets`.
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* *Threshold*: Values `> 0.10` indicate excessive accruals (earnings ahead of cash).
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### 6. `fct_dupont_decompositions`
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* **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.
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* **SQL Source**: `9.15_dupont_decomposition.sql`
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* **Key Columns**:
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* `roe_pct` (DOUBLE): Profit / Common Equity.
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* `net_margin_pct` (DOUBLE): Profit margin (`Net Income / Revenue`).
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### 7. `fct_valuation_multiples`
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* **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).
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* **SQL Source**: `9.5_valuation_multiples.sql`
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* **Key Columns**:
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* `price_date` (VARCHAR): Calendar date of the stock price.
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* `pe_ratio` (DOUBLE): Price / Trailing EPS.
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### 8. `fct_macro_sensitivity`
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* **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.
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* **SQL Source**: `9.6_macro_sensitivity.sql`
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* **Key Columns**:
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* `treasury_beta_1y` (DOUBLE): Slope coefficient of regression.
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* *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).
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### 9. `fct_insider_sentiment`
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* **Purpose**: Tracks buying and selling activity by corporate executives, officers, and directors.
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* **SQL Source**: `9.3_insider_sentiment.sql`
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* **Key Columns**:
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* `tx_date` (DATE): Transaction execution date.
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* `net_shares_daily` (DOUBLE): Shares purchased minus shares sold on `tx_date`.
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### 10. `fct_dividend_history`
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* **Purpose**: Tracks distributions, stock splits, annual payouts, and consecutive dividend increase streaks.
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* **SQL Source**: `9.4_dividend_history.sql`
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* **Key Columns**:
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* `event_date` (DATE): Date of dividend or split event.
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* `event_type` (VARCHAR): `dividend` or `split`.
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### 11. `fct_magic_formulas`
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* **Purpose**: Implements Joel Greenblatt's "Magic Formula" screen, ranking companies by their return on capital and earnings yield.
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* **SQL Source**: `3_magic_formula.sql`
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* **Key Columns**:
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* `return_on_capital_pct` (DOUBLE): `EBIT / (Net Working Capital + Net PPE)`.
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* `earnings_yield_pct` (DOUBLE): `EBIT / Enterprise Value`.
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### 12. `fct_piotroski_fscores`
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* **Purpose**: Computes Joseph Piotroski's 9-point binary score (0-9) analyzing profitability, leverage/liquidity, and operating efficiency.
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* **SQL Source**: `4_piotroski_fscore.sql`
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* **Key Columns**:
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* `f1_positive_roa` to `f9_improving_asset_turnover` (INTEGER): Binary points (0 or 1) for each signal.
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* `f_score` (INTEGER): Combined health score (ranges from 0 to 9).
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### 13. `fct_altman_zscores`
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* **Purpose**: Bankruptcy risk prediction using Edward Altman's 5-factor model for manufacturing and non-manufacturing firms.
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* **SQL Source**: `5_altman_zscore.sql`
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* **Key Columns**:
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* `z_score` (DOUBLE): Output score.
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* `z_score_zone` (VARCHAR): Solvency health zones:
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### 14. `fct_shareholder_yields`
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* **Purpose**: Computes cash returned to investors via dividends, stock buybacks, and net debt reduction.
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* **SQL Source**: `6_shareholder_yield.sql`
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* **Key Columns**:
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* `dividend_yield_pct` (DOUBLE): Cash dividends / Market Cap.
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* `buyback_yield_pct` (DOUBLE): Net stock buybacks / Market Cap.
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### 15. `fct_momentum_metrics`
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* **Purpose**: Measures trend-following relative strength over multiple lookback windows (1m, 3m, 6m, 12m).
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* **SQL Source**: `7_momentum.sql`
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* **Key Columns**:
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* `mom_12m_skip1m_pct` (DOUBLE): Returns over 12 months excluding the most recent month (captures structural momentum while avoiding short-term reversal noise).
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* `composite_momentum_pct` (DOUBLE): Weighted average of 3m (20%), 6m (30%), and 12m-skip-1m (50%) momentum returns.
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### 16. `fct_lynch_categories`
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* **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.
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* **SQL Source**: `8_lynch_categories.sql`
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* **Key Columns**:
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* `lynch_category` (VARCHAR): The assigned Peter Lynch category.
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* `lynch_confidence` (VARCHAR): Strength classification of the assignment (`High`, `Medium`, `Low`).
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### 17. `fct_screener_recommendations`
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* **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.
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* **SQL Source**: `9_long_short_screener.sql`
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* **Key Columns**:
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* `long_score` (INTEGER): Points accrued for high quality, value, health, and momentum (0 to 10 scale).
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* `short_score` (INTEGER): Points accrued for distress, manipulation risk, high debt, or poor cash conversion (0 to 10 scale).
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### 18. `fct_capital_allocation`
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* **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.
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* **SQL Source**: `9.18_capital_allocation.sql`
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* **Key Columns**:
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* `symbol` (VARCHAR): Stock ticker symbol.
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* `report_date` (DATE): Statement report date.
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### 19. `fct_dcf_valuations`
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* **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).
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* **SQL Source**: `9.8_dcf_valuation.sql`
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* **Key Columns**:
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* `symbol` (VARCHAR): Stock ticker symbol.
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* `report_date` (DATE): Reference report date for statement metrics.
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### 20. `fct_sector_benchmarks`
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* **Purpose**: Computes peer-relative sector and industry percentiles and medians for multiple valuation, profitability, and momentum metrics.
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* **SQL Source**: `9.20_sector_benchmarks.sql`
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* **Key Columns**:
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* `symbol` (VARCHAR): Stock ticker symbol.
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* `sector` (VARCHAR): Corporate macro sector.
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### 21. `fct_macro_rates`
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* **Purpose**: Cleans and merges daily currency exchange rates and U.S. Treasury constant maturity yields.
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* **SQL Source**: `9.2_macro_rates.sql`
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* **Key Columns**:
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* `currency_symbol` (VARCHAR): Currency symbol (e.g. `EURUSD=X`).
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* `report_date` (DATE): Calendar date of the rates.
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### 22. `fct_earning_call_transcripts`
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* **Purpose**: Compiles raw text paragraphs from quarterly earnings call transcripts and flags whether the speaker is a registered corporate officer (insider).
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* **SQL Source**: `9.21_fct_earning_call_transcripts.sql`
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* **Key Columns**:
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* `symbol` (VARCHAR): Stock ticker symbol.
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* `fiscal_year` (INTEGER): Fiscal year of the earnings call.
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### 23. `fct_sec_filing_sections`
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* **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.
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* **SQL Source**: `9.22_fct_sec_filing_sections.sql`
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* **Key Columns**:
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* `symbol` (VARCHAR): Stock ticker symbol.
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* `accession_number` (VARCHAR): Unique SEC accession identifier.
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* `filing_date` (DATE): SEC filing submission date.
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* `section_type` (VARCHAR): Text category (`mda` or `risk_factors`).
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* `section_text` (VARCHAR): Full plaintext content extracted from the section.
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### 1. `fct_combined_scorecard`
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| 39 |
* **Purpose**: The "front page" dashboard. Flat, denormalized view containing the latest values of every calculated metric joined into a single table for fast querying.
|
| 40 |
+
* **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).
|
| 41 |
* **Key Columns**:
|
| 42 |
* `symbol` (VARCHAR): Stock ticker symbol (e.g. `AAPL`).
|
| 43 |
* `report_date` (VARCHAR): Date of the latest statement period.
|
|
|
|
| 62 |
|
| 63 |
### 2. `dim_company_profiles`
|
| 64 |
* **Purpose**: Holds static and semi-static qualitative metadata for each corporation.
|
| 65 |
+
* **SQL Source**: Derived from private transformation `1.8_dim_company_profiles.sql` (which ingests: `stock_profile` from the `raw` schema).
|
| 66 |
* **Key Columns**:
|
| 67 |
* `symbol` (VARCHAR): Primary Key.
|
| 68 |
* `sector` (VARCHAR): Macro sector (e.g. `Technology`).
|
|
|
|
| 75 |
|
| 76 |
### 3. `fct_financial_ratios`
|
| 77 |
* **Purpose**: Core financial analysis metrics, normalized balance sheet totals, and specialized custom metrics (RONTA, capex-to-operating-cash-flow, R&D-adjusted asset values).
|
| 78 |
+
* **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).
|
| 79 |
* **Key Columns**:
|
| 80 |
* `net_tangible_assets` (DOUBLE): `Total Assets - Total Liabilities - Goodwill - Intangible Assets`.
|
| 81 |
* `owner_earnings` (DOUBLE): `Net Income + D&A - Capital Expenditures`.
|
|
|
|
| 90 |
|
| 91 |
### 4. `fct_growth_rates`
|
| 92 |
* **Purpose**: Multi-year compound annual growth rates (CAGRs) for major items on the income and cash flow statements, along with consistency and momentum checks.
|
| 93 |
+
* **SQL Source**: Derived from private transformation `9.0_growth_rates.sql` (which ingests: `statements_usd` from the `staging` schema).
|
| 94 |
* **Key Columns**:
|
| 95 |
* `rev_growth_1y` / `net_growth_1y` / `fcf_growth_1y` (DOUBLE): YoY growth rates.
|
| 96 |
* `rev_cagr_3y` / `net_cagr_3y` / `fcf_cagr_3y` (DOUBLE): 3-year compound annual growth rates.
|
|
|
|
| 102 |
|
| 103 |
### 5. `fct_earnings_quality`
|
| 104 |
* **Purpose**: Evaluates whether reported net income is backed by cash flow, and flags signs of earnings manipulation or accounting anomalies.
|
| 105 |
+
* **SQL Source**: Derived from private transformation `9.1_earnings_quality.sql` (which ingests: `statements_usd` from the `staging` schema).
|
| 106 |
* **Key Columns**:
|
| 107 |
* `accrual_ratio` (DOUBLE): Sloan accruals metric: `(Net Income - FCF) / Total Assets`.
|
| 108 |
* *Threshold*: Values `> 0.10` indicate excessive accruals (earnings ahead of cash).
|
|
|
|
| 116 |
|
| 117 |
### 6. `fct_dupont_decompositions`
|
| 118 |
* **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.
|
| 119 |
+
* **SQL Source**: Derived from private transformation `9.15_dupont_decomposition.sql` (which ingests: `statements_usd` from the `staging` schema).
|
| 120 |
* **Key Columns**:
|
| 121 |
* `roe_pct` (DOUBLE): Profit / Common Equity.
|
| 122 |
* `net_margin_pct` (DOUBLE): Profit margin (`Net Income / Revenue`).
|
|
|
|
| 135 |
|
| 136 |
### 7. `fct_valuation_multiples`
|
| 137 |
* **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).
|
| 138 |
+
* **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).
|
| 139 |
* **Key Columns**:
|
| 140 |
* `price_date` (VARCHAR): Calendar date of the stock price.
|
| 141 |
* `pe_ratio` (DOUBLE): Price / Trailing EPS.
|
|
|
|
| 147 |
|
| 148 |
### 8. `fct_macro_sensitivity`
|
| 149 |
* **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.
|
| 150 |
+
* **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).
|
| 151 |
* **Key Columns**:
|
| 152 |
* `treasury_beta_1y` (DOUBLE): Slope coefficient of regression.
|
| 153 |
* *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).
|
|
|
|
| 157 |
|
| 158 |
### 9. `fct_insider_sentiment`
|
| 159 |
* **Purpose**: Tracks buying and selling activity by corporate executives, officers, and directors.
|
| 160 |
+
* **SQL Source**: Derived from private transformation `9.3_insider_sentiment.sql` (which ingests: `stock_insider_transactions` from the `raw` schema).
|
| 161 |
* **Key Columns**:
|
| 162 |
* `tx_date` (DATE): Transaction execution date.
|
| 163 |
* `net_shares_daily` (DOUBLE): Shares purchased minus shares sold on `tx_date`.
|
|
|
|
| 168 |
|
| 169 |
### 10. `fct_dividend_history`
|
| 170 |
* **Purpose**: Tracks distributions, stock splits, annual payouts, and consecutive dividend increase streaks.
|
| 171 |
+
* **SQL Source**: Derived from private transformation `9.4_dividend_history.sql` (which ingests: `stock_dividend_events` and `stock_split_events` from the `raw` schema).
|
| 172 |
* **Key Columns**:
|
| 173 |
* `event_date` (DATE): Date of dividend or split event.
|
| 174 |
* `event_type` (VARCHAR): `dividend` or `split`.
|
|
|
|
| 181 |
|
| 182 |
### 11. `fct_magic_formulas`
|
| 183 |
* **Purpose**: Implements Joel Greenblatt's "Magic Formula" screen, ranking companies by their return on capital and earnings yield.
|
| 184 |
+
* **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).
|
| 185 |
* **Key Columns**:
|
| 186 |
* `return_on_capital_pct` (DOUBLE): `EBIT / (Net Working Capital + Net PPE)`.
|
| 187 |
* `earnings_yield_pct` (DOUBLE): `EBIT / Enterprise Value`.
|
|
|
|
| 193 |
|
| 194 |
### 12. `fct_piotroski_fscores`
|
| 195 |
* **Purpose**: Computes Joseph Piotroski's 9-point binary score (0-9) analyzing profitability, leverage/liquidity, and operating efficiency.
|
| 196 |
+
* **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).
|
| 197 |
* **Key Columns**:
|
| 198 |
* `f1_positive_roa` to `f9_improving_asset_turnover` (INTEGER): Binary points (0 or 1) for each signal.
|
| 199 |
* `f_score` (INTEGER): Combined health score (ranges from 0 to 9).
|
|
|
|
| 204 |
|
| 205 |
### 13. `fct_altman_zscores`
|
| 206 |
* **Purpose**: Bankruptcy risk prediction using Edward Altman's 5-factor model for manufacturing and non-manufacturing firms.
|
| 207 |
+
* **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).
|
| 208 |
* **Key Columns**:
|
| 209 |
* `z_score` (DOUBLE): Output score.
|
| 210 |
* `z_score_zone` (VARCHAR): Solvency health zones:
|
|
|
|
| 216 |
|
| 217 |
### 14. `fct_shareholder_yields`
|
| 218 |
* **Purpose**: Computes cash returned to investors via dividends, stock buybacks, and net debt reduction.
|
| 219 |
+
* **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).
|
| 220 |
* **Key Columns**:
|
| 221 |
* `dividend_yield_pct` (DOUBLE): Cash dividends / Market Cap.
|
| 222 |
* `buyback_yield_pct` (DOUBLE): Net stock buybacks / Market Cap.
|
|
|
|
| 228 |
|
| 229 |
### 15. `fct_momentum_metrics`
|
| 230 |
* **Purpose**: Measures trend-following relative strength over multiple lookback windows (1m, 3m, 6m, 12m).
|
| 231 |
+
* **SQL Source**: Derived from private transformation `7_momentum.sql` (which ingests: `prices` from the `staging` schema).
|
| 232 |
* **Key Columns**:
|
| 233 |
* `mom_12m_skip1m_pct` (DOUBLE): Returns over 12 months excluding the most recent month (captures structural momentum while avoiding short-term reversal noise).
|
| 234 |
* `composite_momentum_pct` (DOUBLE): Weighted average of 3m (20%), 6m (30%), and 12m-skip-1m (50%) momentum returns.
|
|
|
|
| 238 |
|
| 239 |
### 16. `fct_lynch_categories`
|
| 240 |
* **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.
|
| 241 |
+
* **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).
|
| 242 |
* **Key Columns**:
|
| 243 |
* `lynch_category` (VARCHAR): The assigned Peter Lynch category.
|
| 244 |
* `lynch_confidence` (VARCHAR): Strength classification of the assignment (`High`, `Medium`, `Low`).
|
|
|
|
| 248 |
|
| 249 |
### 17. `fct_screener_recommendations`
|
| 250 |
* **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.
|
| 251 |
+
* **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).
|
| 252 |
* **Key Columns**:
|
| 253 |
* `long_score` (INTEGER): Points accrued for high quality, value, health, and momentum (0 to 10 scale).
|
| 254 |
* `short_score` (INTEGER): Points accrued for distress, manipulation risk, high debt, or poor cash conversion (0 to 10 scale).
|
|
|
|
| 258 |
|
| 259 |
### 18. `fct_capital_allocation`
|
| 260 |
* **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.
|
| 261 |
+
* **SQL Source**: Derived from private transformation `9.18_capital_allocation.sql` (which ingests: `statements_usd` from the `staging` schema).
|
| 262 |
* **Key Columns**:
|
| 263 |
* `symbol` (VARCHAR): Stock ticker symbol.
|
| 264 |
* `report_date` (DATE): Statement report date.
|
|
|
|
| 278 |
|
| 279 |
### 19. `fct_dcf_valuations`
|
| 280 |
* **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).
|
| 281 |
+
* **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).
|
| 282 |
* **Key Columns**:
|
| 283 |
* `symbol` (VARCHAR): Stock ticker symbol.
|
| 284 |
* `report_date` (DATE): Reference report date for statement metrics.
|
|
|
|
| 295 |
|
| 296 |
### 20. `fct_sector_benchmarks`
|
| 297 |
* **Purpose**: Computes peer-relative sector and industry percentiles and medians for multiple valuation, profitability, and momentum metrics.
|
| 298 |
+
* **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).
|
| 299 |
* **Key Columns**:
|
| 300 |
* `symbol` (VARCHAR): Stock ticker symbol.
|
| 301 |
* `sector` (VARCHAR): Corporate macro sector.
|
|
|
|
| 314 |
|
| 315 |
### 21. `fct_macro_rates`
|
| 316 |
* **Purpose**: Cleans and merges daily currency exchange rates and U.S. Treasury constant maturity yields.
|
| 317 |
+
* **SQL Source**: Derived from private transformation `9.2_macro_rates.sql` (which ingests: `daily_treasury_yield` and `exchange_rate` from the `raw` schema).
|
| 318 |
* **Key Columns**:
|
| 319 |
* `currency_symbol` (VARCHAR): Currency symbol (e.g. `EURUSD=X`).
|
| 320 |
* `report_date` (DATE): Calendar date of the rates.
|
|
|
|
| 325 |
|
| 326 |
### 22. `fct_earning_call_transcripts`
|
| 327 |
* **Purpose**: Compiles raw text paragraphs from quarterly earnings call transcripts and flags whether the speaker is a registered corporate officer (insider).
|
| 328 |
+
* **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).
|
| 329 |
* **Key Columns**:
|
| 330 |
* `symbol` (VARCHAR): Stock ticker symbol.
|
| 331 |
* `fiscal_year` (INTEGER): Fiscal year of the earnings call.
|
|
|
|
| 341 |
|
| 342 |
### 23. `fct_sec_filing_sections`
|
| 343 |
* **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.
|
| 344 |
+
* **SQL Source**: Derived from private transformation `9.22_fct_sec_filing_sections.sql` (which ingests: `stock_sec_filing` from the `raw` schema).
|
| 345 |
* **Key Columns**:
|
| 346 |
* `symbol` (VARCHAR): Stock ticker symbol.
|
| 347 |
* `accession_number` (VARCHAR): Unique SEC accession identifier.
|
|
|
|
| 349 |
* `filing_date` (DATE): SEC filing submission date.
|
| 350 |
* `section_type` (VARCHAR): Text category (`mda` or `risk_factors`).
|
| 351 |
* `section_text` (VARCHAR): Full plaintext content extracted from the section.
|
| 352 |
+
|
| 353 |
+
---
|
| 354 |
+
|
| 355 |
+
# Raw Schema Data Dictionary
|
| 356 |
+
|
| 357 |
+
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.
|
| 358 |
+
|
| 359 |
+
## Table of Contents (Raw Schema)
|
| 360 |
+
1. [`daily_treasury_yield`](#raw-daily_treasury_yield) (U.S. Treasury constant maturity yields)
|
| 361 |
+
2. [`exchange_directories`](#raw-exchange_directories) (Asset mapping & exchange lists)
|
| 362 |
+
3. [`exchange_rate`](#raw-exchange_rate) (Daily currency exchange rates)
|
| 363 |
+
4. [`stock_analyst_price_targets`](#raw-stock_analyst_price_targets) (Sell-side consensus price targets)
|
| 364 |
+
5. [`stock_analyst_recommendations`](#raw-stock_analyst_recommendations) (Buy/Sell recommendation matrices)
|
| 365 |
+
6. [`stock_dividend_events`](#raw-stock_dividend_events) (Chronological cash payouts)
|
| 366 |
+
7. [`stock_earning_calendar`](#raw-stock_earning_calendar) (Earnings call dates and schedule)
|
| 367 |
+
8. [`stock_earning_call_transcripts`](#raw-stock_earning_call_transcripts) (Metadata for quarterly call transcript JSON files)
|
| 368 |
+
9. [`stock_earnings_estimates`](#raw-stock_earnings_estimates) (Analyst forward estimates)
|
| 369 |
+
10. [`stock_earnings_history`](#raw-stock_earnings_history) (Past quarterly EPS surprises)
|
| 370 |
+
11. [`stock_eps_trends`](#raw-stock_eps_trends) (Analyst consensus revisions)
|
| 371 |
+
12. [`stock_insider_transactions`](#raw-stock_insider_transactions) (Form 4 executive and director trades)
|
| 372 |
+
13. [`stock_institutional_holders`](#raw-stock_institutional_holders) (13F institutional ownership)
|
| 373 |
+
14. [`stock_mutualfund_holders`](#raw-stock_mutualfund_holders) (Mutual fund holdings)
|
| 374 |
+
15. [`stock_news`](#raw-stock_news) (Aggregated financial news feeds)
|
| 375 |
+
16. [`stock_officers`](#raw-stock_officers) (Company directors & executive compensation)
|
| 376 |
+
17. [`stock_prices`](#raw-stock_prices) (Daily historical price bars)
|
| 377 |
+
18. [`stock_profile`](#raw-stock_profile) (Sector, industry, and qualitative description)
|
| 378 |
+
19. [`stock_revenue_breakdown`](#raw-stock_revenue_breakdown) (Segmented product/region revenues)
|
| 379 |
+
20. [`stock_sec_filing`](#raw-stock_sec_filing) (Filing metadata & raw text pointers)
|
| 380 |
+
21. [`stock_shares_outstanding`](#raw-stock_shares_outstanding) (Historical share counts)
|
| 381 |
+
22. [`stock_split_events`](#raw-stock_split_events) (Stock splits history)
|
| 382 |
+
23. [`stock_statement`](#raw-stock_statement) (Faceted financial statements)
|
| 383 |
+
24. [`stock_trailing_eps`](#raw-stock_trailing_eps) (Trailing earnings per share records)
|
| 384 |
+
25. [`stock_valuation_snapshot`](#raw-stock_valuation_snapshot) (Latest yFinance snapshot metrics)
|
| 385 |
+
|
| 386 |
+
---
|
| 387 |
+
|
| 388 |
+
## Raw Table Reference
|
| 389 |
+
|
| 390 |
+
### `daily_treasury_yield`
|
| 391 |
+
* **Purpose**: Daily constant maturity yields for U.S. government debt (from 1-month to 30-year bills/bonds).
|
| 392 |
+
* **Columns**:
|
| 393 |
+
* `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.
|
| 394 |
+
* `report_date` (DATE): Daily calendar date.
|
| 395 |
+
|
| 396 |
+
### `exchange_directories`
|
| 397 |
+
* **Purpose**: Asset mapping directories linking tickers, exchange details, asset type, and corporate country of origin.
|
| 398 |
+
* **Columns**:
|
| 399 |
+
* `symbol` (VARCHAR): Stock ticker symbol.
|
| 400 |
+
* `local_ticker` (VARCHAR): Ticker symbol on local exchange.
|
| 401 |
+
* `exchange` (VARCHAR): Ticker exchange code.
|
| 402 |
+
* `name` (VARCHAR): Full company name.
|
| 403 |
+
* `asset_type` (VARCHAR): Security type (e.g. stock, ETF).
|
| 404 |
+
* `country` (VARCHAR): Country of corporate headquarters.
|
| 405 |
+
|
| 406 |
+
### `exchange_rate`
|
| 407 |
+
* **Purpose**: Daily close exchange rate value for currency cross-pairs.
|
| 408 |
+
* **Columns**:
|
| 409 |
+
* `symbol` (VARCHAR): Currency cross-pair symbol (e.g. `EURUSD=X`).
|
| 410 |
+
* `open` / `close` / `high` / `low` (DECIMAL): Daily pricing values.
|
| 411 |
+
* `report_date` (DATE): Calendar date.
|
| 412 |
+
|
| 413 |
+
### `stock_analyst_price_targets`
|
| 414 |
+
* **Purpose**: Consensus, low, high, mean, and median price targets estimated by sell-side analysts.
|
| 415 |
+
* **Columns**:
|
| 416 |
+
* `symbol` (VARCHAR): Stock ticker.
|
| 417 |
+
* `current` (DECIMAL): Current stock price.
|
| 418 |
+
* `low` / `high` / `mean` / `median` (DECIMAL): Analyst price targets.
|
| 419 |
+
* `report_date` (DATE): Extraction date.
|
| 420 |
+
|
| 421 |
+
### `stock_analyst_recommendations`
|
| 422 |
+
* **Purpose**: Aggregate recommendations matrix (number of analysts recommending strong buy, buy, hold, sell, strong sell) over various rolling periods.
|
| 423 |
+
* **Columns**:
|
| 424 |
+
* `symbol` (VARCHAR): Stock ticker.
|
| 425 |
+
* `period` (VARCHAR): Lookback period (e.g. `0m`, `-1m`, etc.).
|
| 426 |
+
* `strong_buy` / `buy` / `hold` / `sell` / `strong_sell` (INTEGER): Tally counts of recommendations.
|
| 427 |
+
* `report_date` (DATE): Capture date.
|
| 428 |
+
|
| 429 |
+
### `stock_dividend_events`
|
| 430 |
+
* **Purpose**: Cash dividends declared and paid historically.
|
| 431 |
+
* **Columns**:
|
| 432 |
+
* `symbol` (VARCHAR): Stock ticker.
|
| 433 |
+
* `amount` (DECIMAL): Dividend payout amount per share.
|
| 434 |
+
* `report_date` (DATE): Ex-dividend or payment date.
|
| 435 |
+
|
| 436 |
+
### `stock_earning_calendar`
|
| 437 |
+
* **Purpose**: Earnings announcement calendar, dates, and corresponding fiscal quarter info.
|
| 438 |
+
* **Columns**:
|
| 439 |
+
* `symbol` (VARCHAR): Stock ticker.
|
| 440 |
+
* `time` (VARCHAR): Before/after market close timing flag.
|
| 441 |
+
* `name` (VARCHAR): Event description.
|
| 442 |
+
* `fiscal_quarter_ending` (VARCHAR): Period end date.
|
| 443 |
+
* `report_date` (DATE): Date of earnings release.
|
| 444 |
+
|
| 445 |
+
### `stock_earning_call_transcripts`
|
| 446 |
+
* **Purpose**: Metadata and directory path pointers for quarterly corporate earnings call transcript JSON text files.
|
| 447 |
+
* **Columns**:
|
| 448 |
+
* `symbol` (VARCHAR): Stock ticker.
|
| 449 |
+
* `fiscal_year` (INTEGER): Fiscal year of call.
|
| 450 |
+
* `fiscal_quarter` (INTEGER): Fiscal quarter.
|
| 451 |
+
* `transcript_path` (VARCHAR): File system location of raw JSON transcripts.
|
| 452 |
+
* `transcripts_id` (INTEGER): Unique transcript identifier.
|
| 453 |
+
* `report_date` (DATE): Reference period date.
|
| 454 |
+
|
| 455 |
+
### `stock_earnings_estimates`
|
| 456 |
+
* **Purpose**: Detailed forward consensus EPS/revenue estimate values, analyst counts, and target growth percentages.
|
| 457 |
+
* **Columns**:
|
| 458 |
+
* `symbol` (VARCHAR): Stock ticker.
|
| 459 |
+
* `period` (VARCHAR): Estimate target period.
|
| 460 |
+
* `estimate_type` (VARCHAR): EPS or Revenue indicator.
|
| 461 |
+
* `avg_estimate` / `low_estimate` / `high_estimate` (DECIMAL): Estimate stats.
|
| 462 |
+
* `number_of_analysts` (INTEGER): Count of estimating analysts.
|
| 463 |
+
* `year_ago_value` (DECIMAL): Historical matching period actual value.
|
| 464 |
+
* `growth` (DECIMAL): Projected YoY growth rate.
|
| 465 |
+
* `currency` (VARCHAR): Reporting currency.
|
| 466 |
+
* `report_date` (DATE): Period reference date.
|
| 467 |
+
|
| 468 |
+
### `stock_earnings_history`
|
| 469 |
+
* **Purpose**: Tracks EPS surprise history by comparing actual quarterly EPS against consensus analyst estimates.
|
| 470 |
+
* **Columns**:
|
| 471 |
+
* `symbol` (VARCHAR): Stock ticker.
|
| 472 |
+
* `quarter` (VARCHAR): Target quarter.
|
| 473 |
+
* `eps_actual` (DECIMAL): Realized EPS.
|
| 474 |
+
* `eps_estimate` (DECIMAL): Expected EPS.
|
| 475 |
+
* `eps_difference` (DECIMAL): Delta surprise value.
|
| 476 |
+
* `surprise_percent` (DECIMAL): Surprise ratio.
|
| 477 |
+
* `report_date` (DATE): Filing/calendar date.
|
| 478 |
+
|
| 479 |
+
### `stock_eps_trends`
|
| 480 |
+
* **Purpose**: Analyst EPS estimate revision trends showing revisions over 7, 30, 60, and 90-day horizons.
|
| 481 |
+
* **Columns**:
|
| 482 |
+
* `symbol` (VARCHAR): Stock ticker.
|
| 483 |
+
* `period` (VARCHAR): Forecast target period.
|
| 484 |
+
* `current_estimate` (DECIMAL): Current average estimate.
|
| 485 |
+
* `days_7_ago` / `days_30_ago` / `days_60_ago` / `days_90_ago` (DECIMAL): Historical estimates.
|
| 486 |
+
* `currency` (VARCHAR): Invoiced currency.
|
| 487 |
+
* `report_date` (DATE): As-of date.
|
| 488 |
+
|
| 489 |
+
### `stock_insider_transactions`
|
| 490 |
+
* **Purpose**: SEC Form 4 insider trading disclosures indicating trades executed by company officers and directors.
|
| 491 |
+
* **Columns**:
|
| 492 |
+
* `symbol` (VARCHAR): Stock ticker.
|
| 493 |
+
* `insider` (VARCHAR): Name of the corporate insider.
|
| 494 |
+
* `position` (VARCHAR): Job title or relation to company.
|
| 495 |
+
* `transaction` (VARCHAR): Transaction type (e.g. Sale, Buy, Option Exercise).
|
| 496 |
+
* `shares` (BIGINT): Quantity of shares traded.
|
| 497 |
+
* `value` (DECIMAL): Estimated transaction USD value.
|
| 498 |
+
* `ownership` (VARCHAR): Direct or indirect ownership status.
|
| 499 |
+
* `url` (VARCHAR): SEC Edgar filing URL.
|
| 500 |
+
* `text` (VARCHAR): Brief transaction commentary.
|
| 501 |
+
* `report_date` (DATE): Transaction filing date.
|
| 502 |
+
* `start_date` (DATE): Trade execution date.
|
| 503 |
+
|
| 504 |
+
### `stock_institutional_holders`
|
| 505 |
+
* **Purpose**: Institutional ownership statistics based on SEC 13F filings.
|
| 506 |
+
* **Columns**:
|
| 507 |
+
* `symbol` (VARCHAR): Stock ticker.
|
| 508 |
+
* `holder` (VARCHAR): Institutional entity name.
|
| 509 |
+
* `pct_held` (DECIMAL): Percentage of total shares outstanding owned.
|
| 510 |
+
* `shares` (BIGINT): Share count.
|
| 511 |
+
* `value` (BIGINT): Estimated USD value.
|
| 512 |
+
* `pct_change` (DECIMAL): Change in shares held vs. prior filing.
|
| 513 |
+
* `report_date` (DATE): Collection date.
|
| 514 |
+
* `date_reported` (DATE): 13F filing reporting date.
|
| 515 |
+
|
| 516 |
+
### `stock_mutualfund_holders`
|
| 517 |
+
* **Purpose**: Mutual fund equity holder lists and ownership percentages.
|
| 518 |
+
* **Columns**:
|
| 519 |
+
* `symbol` (VARCHAR): Stock ticker.
|
| 520 |
+
* `holder` (VARCHAR): Mutual fund name.
|
| 521 |
+
* `pct_held` / `shares` / `value` / `pct_change` (DECIMAL/BIGINT): Position sizes and changes.
|
| 522 |
+
* `report_date` (DATE): Collection date.
|
| 523 |
+
* `date_reported` (DATE): Report date.
|
| 524 |
+
|
| 525 |
+
### `stock_news`
|
| 526 |
+
* **Purpose**: Feeds of company-specific financial news articles and metadata.
|
| 527 |
+
* **Columns**:
|
| 528 |
+
* `uuid` (VARCHAR): Unique article ID.
|
| 529 |
+
* `symbol` (VARCHAR): Associated ticker.
|
| 530 |
+
* `title` (VARCHAR): Article headline.
|
| 531 |
+
* `publisher` (VARCHAR): News source publisher.
|
| 532 |
+
* `report_date` (DATE): Publication date.
|
| 533 |
+
* `type` (VARCHAR): Category format.
|
| 534 |
+
* `link` (VARCHAR): Web URL.
|
| 535 |
+
* `news` (STRUCT): Nested structure containing paragraph details.
|
| 536 |
+
* `bucket_id` (BIGINT): Storage grouping bucket.
|
| 537 |
+
|
| 538 |
+
### `stock_officers`
|
| 539 |
+
* **Purpose**: Directors, officers, key executives, salaries, and stock options details.
|
| 540 |
+
* **Columns**:
|
| 541 |
+
* `symbol` (VARCHAR): Stock ticker.
|
| 542 |
+
* `name` (VARCHAR): Officer name.
|
| 543 |
+
* `title` (VARCHAR): Position title.
|
| 544 |
+
* `age` (BIGINT): Executive's age.
|
| 545 |
+
* `born` (BIGINT): Birth year.
|
| 546 |
+
* `pay` (BIGINT): Total annual compensation in USD.
|
| 547 |
+
* `exercised` / `unexercised` (BIGINT): Executed or outstanding options value.
|
| 548 |
+
* `report_date` (DATE): Metadata capture date.
|
| 549 |
+
|
| 550 |
+
### `stock_prices`
|
| 551 |
+
* **Purpose**: Historical daily price bars (Open, Close, High, Low, Volume).
|
| 552 |
+
* **Columns**:
|
| 553 |
+
* `symbol` (VARCHAR): Stock ticker.
|
| 554 |
+
* `report_date` (DATE): Price calendar date.
|
| 555 |
+
* `open` / `close` / `high` / `low` (DECIMAL): Daily pricing indicators.
|
| 556 |
+
* `volume` (BIGINT): Daily volume of shares traded.
|
| 557 |
+
* `bucket_id` (BIGINT): Storage partition bucket.
|
| 558 |
+
|
| 559 |
+
### `stock_profile`
|
| 560 |
+
* **Purpose**: Qualitative company background, office address, industry classification, employee count, and website URL.
|
| 561 |
+
* **Columns**:
|
| 562 |
+
* `symbol` (VARCHAR): Stock ticker.
|
| 563 |
+
* `address` / `city` / `country` / `phone` / `zip` (VARCHAR): Corporate contact details.
|
| 564 |
+
* `industry` / `sector` (VARCHAR): Industry and sector classifications.
|
| 565 |
+
* `long_business_summary` (VARCHAR): Corporate business description.
|
| 566 |
+
* `full_time_employees` (BIGINT): Count of employees.
|
| 567 |
+
* `web_site` (VARCHAR): Corporate homepage URL.
|
| 568 |
+
* `report_date` (DATE): Record capture date.
|
| 569 |
+
|
| 570 |
+
### `stock_revenue_breakdown`
|
| 571 |
+
* **Purpose**: Segmented corporate revenue breakdowns (by geographic region or business line).
|
| 572 |
+
* **Columns**:
|
| 573 |
+
* `symbol` (VARCHAR): Stock ticker.
|
| 574 |
+
* `breakdown` (VARCHAR): Segment grouping category.
|
| 575 |
+
* `report_date` (VARCHAR): Statement ending period date.
|
| 576 |
+
* `breakdown_name` (VARCHAR): Segment name (e.g. North America, iPhone).
|
| 577 |
+
* `value` (BIGINT): Revenue value.
|
| 578 |
+
* `period_type` (VARCHAR): Period scale.
|
| 579 |
+
* `value_type` (VARCHAR): Period or raw indicator.
|
| 580 |
+
* `series_name` (VARCHAR): Statement series mapping.
|
| 581 |
+
* `currency` (VARCHAR): Currency code.
|
| 582 |
+
|
| 583 |
+
### `stock_sec_filing`
|
| 584 |
+
* **Purpose**: Metadata and local text file system pointers for Item 7 MD&A and Item 1A Risk Factors from SEC filings.
|
| 585 |
+
* **Columns**:
|
| 586 |
+
* `cik` (VARCHAR): Central Index Key.
|
| 587 |
+
* `symbol` (VARCHAR): Stock ticker.
|
| 588 |
+
* `company_name` (VARCHAR): Corporate name.
|
| 589 |
+
* `form_type` (VARCHAR): Form type (e.g. `10-K`, `10-Q`).
|
| 590 |
+
* `form_type_description` (VARCHAR): SEC form description.
|
| 591 |
+
* `accession_number` (VARCHAR): Unique SEC accession identifier.
|
| 592 |
+
* `acceptance_date_time` (VARCHAR): System timestamp of submission acceptance.
|
| 593 |
+
* `filing_url` (VARCHAR): Online filing path.
|
| 594 |
+
* `mda_text_path` / `risk_factors_text_path` (VARCHAR): Path pointers to cleaned local text sections.
|
| 595 |
+
* `filing_date` (DATE): Filing release date.
|
| 596 |
+
* `report_date` (DATE): Reference period date.
|
| 597 |
+
|
| 598 |
+
### `stock_shares_outstanding`
|
| 599 |
+
* **Purpose**: Chronological corporate shares outstanding tracking history.
|
| 600 |
+
* **Columns**:
|
| 601 |
+
* `symbol` (VARCHAR): Stock ticker.
|
| 602 |
+
* `shares_outstanding` (BIGINT): Share count outstanding.
|
| 603 |
+
* `report_date` (DATE): Reference period date.
|
| 604 |
+
|
| 605 |
+
### `stock_split_events`
|
| 606 |
+
* **Purpose**: Historic stock split coefficients and ratios.
|
| 607 |
+
* **Columns**:
|
| 608 |
+
* `symbol` (VARCHAR): Stock ticker.
|
| 609 |
+
* `split_factor` (VARCHAR): Split ratio (e.g. `2:1`).
|
| 610 |
+
* `rn_1` (BIGINT): Row number sorting.
|
| 611 |
+
* `report_date` (DATE): Effective split date.
|
| 612 |
+
|
| 613 |
+
### `stock_statement`
|
| 614 |
+
* **Purpose**: Normalized financial statement rows (balance sheet, income statement, cash flow) mapped to standard accounting items.
|
| 615 |
+
* **Columns**:
|
| 616 |
+
* `symbol` (VARCHAR): Stock ticker.
|
| 617 |
+
* `item_name` (VARCHAR): Standard statement item key.
|
| 618 |
+
* `item_value` (DECIMAL): Accounting dollar amount.
|
| 619 |
+
* `finance_type` (VARCHAR): Balance sheet, income statement, or cash flow indicator.
|
| 620 |
+
* `period_type` (VARCHAR): `annual` or `quarterly`.
|
| 621 |
+
* `report_date` (DATE): Statement ending period date.
|
| 622 |
+
|
| 623 |
+
### `stock_trailing_eps`
|
| 624 |
+
* **Purpose**: Trailing Twelve Months (TTM) earnings per share records.
|
| 625 |
+
* **Columns**:
|
| 626 |
+
* `symbol` (VARCHAR): Stock ticker.
|
| 627 |
+
* `report_date` (VARCHAR): Capture date.
|
| 628 |
+
* `trailing_eps` (DECIMAL): Trailing EPS value.
|
| 629 |
+
* `update_time` (VARCHAR): System timestamp of capture.
|
| 630 |
+
|
| 631 |
+
### `stock_valuation_snapshot`
|
| 632 |
+
* **Purpose**: Highly comprehensive daily metrics snapshot containing valuation ratios, growth rates, margin structures, balance sheet summaries, and trading metrics.
|
| 633 |
+
* **Columns**:
|
| 634 |
+
* `symbol` (VARCHAR): Stock ticker.
|
| 635 |
+
* `market_cap` (BIGINT): Market capitalization.
|
| 636 |
+
* `trailing_pe` / `forward_pe` / `price_to_book` / `price_to_sales` (DECIMAL): Core multiples.
|
| 637 |
+
* `enterprise_value` (BIGINT): Corporate Enterprise Value.
|
| 638 |
+
* `enterprise_to_revenue` / `enterprise_to_ebitda` (DECIMAL): Enterprise multiples.
|
| 639 |
+
* `beta` (DECIMAL): Trading beta coefficient.
|
| 640 |
+
* `dividend_rate` / `dividend_yield` (DECIMAL): Dividend summaries.
|
| 641 |
+
* `payout_ratio` (DECIMAL): Dividend payout ratio.
|
| 642 |
+
* `ex_dividend_date` (VARCHAR): Date of ex-dividend.
|
| 643 |
+
* `fifty_two_week_high` / `fifty_two_week_low` (DECIMAL): Yearly price bounds.
|
| 644 |
+
* `fifty_day_average` / `two_hundred_day_average` (DECIMAL): Moving price averages.
|
| 645 |
+
* `short_ratio` / `short_percent_of_float` (DECIMAL): Short interest statistics.
|
| 646 |
+
* `return_on_assets` / `return_on_equity` (DECIMAL): Asset and equity returns.
|
| 647 |
+
* `profit_margins` / `operating_margins` (DECIMAL): Margin structures.
|
| 648 |
+
* `revenue_growth` / `earnings_growth` (DECIMAL): Growth performance rates.
|
| 649 |
+
* `total_cash` / `total_debt` (BIGINT): Debt and cash levels.
|
| 650 |
+
* `debt_to_equity` / `current_ratio` / `quick_ratio` (DECIMAL): Leverage and liquidity ratios.
|
| 651 |
+
* `held_percent_insiders` / `held_percent_institutions` (DECIMAL): Ownership concentration.
|
| 652 |
+
* `float_shares` (BIGINT): Floating share count.
|
| 653 |
+
* `current_price` (DECIMAL): Current close price.
|
| 654 |
+
* `exchange` (VARCHAR): Trading exchange.
|
| 655 |
+
* `website` (VARCHAR): Corporate homepage.
|
| 656 |
+
* `trailing_eps` (DECIMAL): Trailing EPS.
|
| 657 |
+
* `report_date` (DATE): Ingestion snapshot reference date.
|