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@@ -37,7 +37,7 @@ This document provides a comprehensive schema reference and metric dictionary fo
37
 
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  ### 1. `fct_combined_scorecard`
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**: `9_z_combined_scorecard.sql`
41
  * **Key Columns**:
42
  * `symbol` (VARCHAR): Stock ticker symbol (e.g. `AAPL`).
43
  * `report_date` (VARCHAR): Date of the latest statement period.
@@ -62,7 +62,7 @@ This document provides a comprehensive schema reference and metric dictionary fo
62
 
63
  ### 2. `dim_company_profiles`
64
  * **Purpose**: Holds static and semi-static qualitative metadata for each corporation.
65
- * **SQL Source**: `1.8_dim_company_profiles.sql`
66
  * **Key Columns**:
67
  * `symbol` (VARCHAR): Primary Key.
68
  * `sector` (VARCHAR): Macro sector (e.g. `Technology`).
@@ -75,7 +75,7 @@ This document provides a comprehensive schema reference and metric dictionary fo
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**: `2_financial_ratios.sql`
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`.
@@ -90,7 +90,7 @@ This document provides a comprehensive schema reference and metric dictionary fo
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**: `9.0_growth_rates.sql`
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.
@@ -102,7 +102,7 @@ This document provides a comprehensive schema reference and metric dictionary fo
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**: `9.1_earnings_quality.sql`
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).
@@ -116,7 +116,7 @@ This document provides a comprehensive schema reference and metric dictionary fo
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**: `9.15_dupont_decomposition.sql`
120
  * **Key Columns**:
121
  * `roe_pct` (DOUBLE): Profit / Common Equity.
122
  * `net_margin_pct` (DOUBLE): Profit margin (`Net Income / Revenue`).
@@ -135,7 +135,7 @@ This document provides a comprehensive schema reference and metric dictionary fo
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**: `9.5_valuation_multiples.sql`
139
  * **Key Columns**:
140
  * `price_date` (VARCHAR): Calendar date of the stock price.
141
  * `pe_ratio` (DOUBLE): Price / Trailing EPS.
@@ -147,7 +147,7 @@ This document provides a comprehensive schema reference and metric dictionary fo
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**: `9.6_macro_sensitivity.sql`
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).
@@ -157,7 +157,7 @@ This document provides a comprehensive schema reference and metric dictionary fo
157
 
158
  ### 9. `fct_insider_sentiment`
159
  * **Purpose**: Tracks buying and selling activity by corporate executives, officers, and directors.
160
- * **SQL Source**: `9.3_insider_sentiment.sql`
161
  * **Key Columns**:
162
  * `tx_date` (DATE): Transaction execution date.
163
  * `net_shares_daily` (DOUBLE): Shares purchased minus shares sold on `tx_date`.
@@ -168,7 +168,7 @@ This document provides a comprehensive schema reference and metric dictionary fo
168
 
169
  ### 10. `fct_dividend_history`
170
  * **Purpose**: Tracks distributions, stock splits, annual payouts, and consecutive dividend increase streaks.
171
- * **SQL Source**: `9.4_dividend_history.sql`
172
  * **Key Columns**:
173
  * `event_date` (DATE): Date of dividend or split event.
174
  * `event_type` (VARCHAR): `dividend` or `split`.
@@ -181,7 +181,7 @@ This document provides a comprehensive schema reference and metric dictionary fo
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**: `3_magic_formula.sql`
185
  * **Key Columns**:
186
  * `return_on_capital_pct` (DOUBLE): `EBIT / (Net Working Capital + Net PPE)`.
187
  * `earnings_yield_pct` (DOUBLE): `EBIT / Enterprise Value`.
@@ -193,7 +193,7 @@ This document provides a comprehensive schema reference and metric dictionary fo
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**: `4_piotroski_fscore.sql`
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).
@@ -204,7 +204,7 @@ This document provides a comprehensive schema reference and metric dictionary fo
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**: `5_altman_zscore.sql`
208
  * **Key Columns**:
209
  * `z_score` (DOUBLE): Output score.
210
  * `z_score_zone` (VARCHAR): Solvency health zones:
@@ -216,7 +216,7 @@ This document provides a comprehensive schema reference and metric dictionary fo
216
 
217
  ### 14. `fct_shareholder_yields`
218
  * **Purpose**: Computes cash returned to investors via dividends, stock buybacks, and net debt reduction.
219
- * **SQL Source**: `6_shareholder_yield.sql`
220
  * **Key Columns**:
221
  * `dividend_yield_pct` (DOUBLE): Cash dividends / Market Cap.
222
  * `buyback_yield_pct` (DOUBLE): Net stock buybacks / Market Cap.
@@ -228,7 +228,7 @@ This document provides a comprehensive schema reference and metric dictionary fo
228
 
229
  ### 15. `fct_momentum_metrics`
230
  * **Purpose**: Measures trend-following relative strength over multiple lookback windows (1m, 3m, 6m, 12m).
231
- * **SQL Source**: `7_momentum.sql`
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.
@@ -238,7 +238,7 @@ This document provides a comprehensive schema reference and metric dictionary fo
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**: `8_lynch_categories.sql`
242
  * **Key Columns**:
243
  * `lynch_category` (VARCHAR): The assigned Peter Lynch category.
244
  * `lynch_confidence` (VARCHAR): Strength classification of the assignment (`High`, `Medium`, `Low`).
@@ -248,7 +248,7 @@ This document provides a comprehensive schema reference and metric dictionary fo
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**: `9_long_short_screener.sql`
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).
@@ -258,7 +258,7 @@ This document provides a comprehensive schema reference and metric dictionary fo
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**: `9.18_capital_allocation.sql`
262
  * **Key Columns**:
263
  * `symbol` (VARCHAR): Stock ticker symbol.
264
  * `report_date` (DATE): Statement report date.
@@ -278,7 +278,7 @@ This document provides a comprehensive schema reference and metric dictionary fo
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**: `9.8_dcf_valuation.sql`
282
  * **Key Columns**:
283
  * `symbol` (VARCHAR): Stock ticker symbol.
284
  * `report_date` (DATE): Reference report date for statement metrics.
@@ -295,7 +295,7 @@ This document provides a comprehensive schema reference and metric dictionary fo
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**: `9.20_sector_benchmarks.sql`
299
  * **Key Columns**:
300
  * `symbol` (VARCHAR): Stock ticker symbol.
301
  * `sector` (VARCHAR): Corporate macro sector.
@@ -314,7 +314,7 @@ This document provides a comprehensive schema reference and metric dictionary fo
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**: `9.2_macro_rates.sql`
318
  * **Key Columns**:
319
  * `currency_symbol` (VARCHAR): Currency symbol (e.g. `EURUSD=X`).
320
  * `report_date` (DATE): Calendar date of the rates.
@@ -325,7 +325,7 @@ This document provides a comprehensive schema reference and metric dictionary fo
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**: `9.21_fct_earning_call_transcripts.sql`
329
  * **Key Columns**:
330
  * `symbol` (VARCHAR): Stock ticker symbol.
331
  * `fiscal_year` (INTEGER): Fiscal year of the earnings call.
@@ -341,7 +341,7 @@ This document provides a comprehensive schema reference and metric dictionary fo
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**: `9.22_fct_sec_filing_sections.sql`
345
  * **Key Columns**:
346
  * `symbol` (VARCHAR): Stock ticker symbol.
347
  * `accession_number` (VARCHAR): Unique SEC accession identifier.
@@ -349,3 +349,309 @@ This document provides a comprehensive schema reference and metric dictionary fo
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.
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
37
 
38
  ### 1. `fct_combined_scorecard`
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.