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from typing import Literal, Optional, Union |
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from openbb_core.app.model.field import OpenBBField |
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from openbb_core.app.model.obbject import OBBject |
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from openbb_core.app.static.container import Container |
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from openbb_core.app.static.utils.decorators import exception_handler, validate |
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from openbb_core.app.static.utils.filters import filter_inputs |
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from typing_extensions import Annotated |
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class ROUTER_equity_compare(Container): |
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"""/equity/compare |
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company_facts |
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peers |
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""" |
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def __repr__(self) -> str: |
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return self.__doc__ or "" |
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@exception_handler |
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@validate |
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def company_facts( |
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self, |
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symbol: Annotated[ |
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Union[str, None, list[Optional[str]]], |
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OpenBBField( |
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description="Symbol to get data for. Multiple comma separated items allowed for provider(s): sec." |
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), |
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] = None, |
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fact: Annotated[ |
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str, |
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OpenBBField( |
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description="The fact to lookup, typically a GAAP-reporting measure. Choices vary by provider.\nChoices for sec: 'AccountsPayableCurrent', 'AccountsReceivableNet', 'AccountsReceivableNetCurrent', 'AccrualForTaxesOtherThanIncomeTaxesCurrent', 'AccrualForTaxesOtherThanIncomeTaxesCurrentAndNoncurrent', 'AccruedIncomeTaxesCurrent', 'AccruedIncomeTaxesNoncurrent', 'AccruedInsuranceCurrent', 'AccruedLiabilitiesCurrent', 'AccumulatedDepreciationDepletionAndAmortizationPropertyPlantAndEquipment', 'AccumulatedOtherComprehensiveIncomeLossNetOfTax', 'AcquisitionsNetOfCashAcquiredAndPurchasesOfIntangibleAndOtherAssets', 'AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue', 'AdvertisingExpense', 'AllocatedShareBasedCompensationExpense', 'AntidilutiveSecuritiesExcludedFromComputationOfEarningsPerShareAmount', 'AssetImpairmentCharges', 'Assets', 'AssetsCurrent', 'AssetsNoncurrent', 'BuildingsAndImprovementsGross', 'CapitalLeaseObligationsCurrent', 'CapitalLeaseObligationsNoncurrent', 'Cash', 'CashAndCashEquivalentsAtCarryingValue', 'CashCashEquivalentsAndShortTermInvestments', 'CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents', 'CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsIncludingDisposalGroupAndDiscontinuedOperations', 'CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect', 'CommercialPaper', 'CommitmentsAndContingencies', 'CommonStockDividendsPerShareCashPaid', 'CommonStockDividendsPerShareDeclared', 'CommonStocksIncludingAdditionalPaidInCapital', 'ComprehensiveIncomeNetOfTax', 'ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest', 'ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest', 'ConstructionInProgressGross', 'ContractWithCustomerAssetNet', 'ContractWithCustomerLiability', 'ContractWithCustomerLiabilityCurrent', 'ContractWithCustomerLiabilityNoncurrent', 'CostOfGoodsAndServicesSold', 'CostOfRevenue', 'CurrentFederalTaxExpenseBenefit', 'CurrentForeignTaxExpenseBenefit', 'CurrentIncomeTaxExpenseBenefit', 'CurrentStateAndLocalTaxExpenseBenefit', 'DebtInstrumentFaceAmount', 'DebtInstrumentFairValue', 'DebtLongtermAndShorttermCombinedAmount', 'DeferredFederalIncomeTaxExpenseBenefit', 'DeferredForeignIncomeTaxExpenseBenefit', 'DeferredIncomeTaxExpenseBenefit', 'DeferredIncomeTaxLiabilities', 'DeferredIncomeTaxLiabilitiesNet', 'DeferredIncomeTaxesAndTaxCredits', 'DeferredRevenue', 'DeferredTaxAssetsGross', 'DeferredTaxAssetsLiabilitiesNet', 'DeferredTaxAssetsNet', 'DeferredTaxLiabilities', 'DefinedContributionPlanCostRecognized', 'Depreciation', 'DepreciationAmortizationAndAccretionNet', 'DepreciationAmortizationAndOther', 'DepreciationAndAmortization', 'DepreciationDepletionAndAmortization', 'DerivativeCollateralObligationToReturnCash', 'DerivativeCollateralRightToReclaimCash', 'DerivativeFairValueOfDerivativeNet', 'DerivativeLiabilityCollateralRightToReclaimCashOffset', 'DerivativeNotionalAmount', 'DistributedEarnings', 'Dividends', 'DividendsCash', 'DividendsPayableAmountPerShare', 'DividendsPayableCurrent', 'EarningsPerShareBasic', 'EarningsPerShareDiluted', 'EffectOfExchangeRateOnCashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents', 'EffectOfExchangeRateOnCashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsIncludingDisposalGroupAndDiscontinuedOperations', 'EmployeeRelatedLiabilitiesCurrent', 'EmployeeRelatedLiabilitiesCurrentAndNoncurrent', 'EmployeeServiceShareBasedCompensationTaxBenefitFromCompensationExpense', 'FinanceLeaseInterestExpense', 'FinanceLeaseInterestPaymentOnLiability', 'FinanceLeaseLiability', 'FinanceLeaseLiabilityCurrent', 'FinanceLeaseLiabilityNoncurrent', 'FinanceLeaseLiabilityPaymentsDue', 'FinanceLeaseLiabilityPaymentsDueAfterYearFive', 'FinanceLeaseLiabilityPaymentsDueNextTwelveMonths', 'FinanceLeaseLiabilityPaymentsDueYearFive', 'FinanceLeaseLiabilityPaymentsDueYearFour', 'FinanceLeaseLiabilityPaymentsDueYearThree', 'FinanceLeaseLiabilityPaymentsDueYearTwo', 'FinanceLeaseLiabilityPaymentsRemainderOfFiscalYear', 'FinanceLeaseLiabilityUndiscountedExcessAmount', 'FinanceLeasePrincipalPayments', 'FinanceLeaseRightOfUseAsset', 'FinancingReceivableAllowanceForCreditLosses', 'FiniteLivedIntangibleAssetsNet', 'FixturesAndEquipmentGross', 'GainLossOnInvestments', 'GainLossOnInvestmentsAndDerivativeInstruments', 'GainLossOnSaleOfBusiness', 'GainsLossesOnExtinguishmentOfDebt', 'GeneralAndAdministrativeExpense', 'Goodwill', 'GrossProfit', 'ImpairmentOfIntangibleAssetsExcludingGoodwill', 'ImpairmentOfIntangibleAssetsIndefinitelivedExcludingGoodwill', 'IncomeLossFromContinuingOperations', 'IncomeLossFromContinuingOperationsAttributableToNoncontrollingEntity', 'IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest', 'IncomeLossFromContinuingOperationsPerBasicShare', 'IncomeLossFromContinuingOperationsPerDilutedShare', 'IncomeTaxExpenseBenefit', 'IncomeTaxesPaid', 'IncomeTaxesPaidNet', 'IncreaseDecreaseInAccountsAndOtherReceivables', 'IncreaseDecreaseInAccountsPayable', 'IncreaseDecreaseInAccountsReceivable', 'IncreaseDecreaseInAccruedIncomeTaxesPayable', 'IncreaseDecreaseInAccruedLiabilities', 'IncreaseDecreaseInAccruedTaxesPayable', 'IncreaseDecreaseInContractWithCustomerLiability', 'IncreaseDecreaseInDeferredIncomeTaxes', 'IncreaseDecreaseInInventories', 'IncreaseDecreaseInOtherCurrentAssets', 'IncreaseDecreaseInOtherCurrentLiabilities', 'IncreaseDecreaseInOtherNoncurrentAssets', 'IncreaseDecreaseInOtherNoncurrentLiabilities', 'IncreaseDecreaseInPensionPlanObligations', 'IncrementalCommonSharesAttributableToShareBasedPaymentArrangements', 'InterestAndDebtExpense', 'InterestExpenseDebt', 'InterestIncomeExpenseNet', 'InterestPaid', 'InterestPaidNet', 'InventoryNet', 'InvestmentIncomeInterest', 'Land', 'LeaseAndRentalExpense', 'LesseeOperatingLeaseLiabilityPaymentsDue', 'LesseeOperatingLeaseLiabilityPaymentsDueAfterYearFive', 'LesseeOperatingLeaseLiabilityPaymentsDueNextTwelveMonths', 'LesseeOperatingLeaseLiabilityPaymentsDueYearFive', 'LesseeOperatingLeaseLiabilityPaymentsDueYearFour', 'LesseeOperatingLeaseLiabilityPaymentsDueYearThree', 'LesseeOperatingLeaseLiabilityPaymentsDueYearTwo', 'LesseeOperatingLeaseLiabilityPaymentsRemainderOfFiscalYear', 'LettersOfCreditOutstandingAmount', 'Liabilities', 'LiabilitiesAndStockholdersEquity', 'LiabilitiesCurrent', 'LineOfCredit', 'LineOfCreditFacilityMaximumBorrowingCapacity', 'LongTermDebt', 'LongTermDebtCurrent', 'LongTermDebtMaturitiesRepaymentsOfPrincipalAfterYearFive', 'LongTermDebtMaturitiesRepaymentsOfPrincipalInNextTwelveMonths', 'LongTermDebtMaturitiesRepaymentsOfPrincipalInYearFive', 'LongTermDebtMaturitiesRepaymentsOfPrincipalInYearFour', 'LongTermDebtMaturitiesRepaymentsOfPrincipalInYearThree', 'LongTermDebtMaturitiesRepaymentsOfPrincipalInYearTwo', 'LongTermDebtMaturitiesRepaymentsOfPrincipalRemainderOfFiscalYear', 'LongTermDebtNoncurrent', 'LongTermInvestments', 'LossContingencyEstimateOfPossibleLoss', 'MachineryAndEquipmentGross', 'MarketableSecuritiesCurrent', 'MarketableSecuritiesNoncurrent', 'MinorityInterest', 'NetCashProvidedByUsedInFinancingActivities', 'NetCashProvidedByUsedInInvestingActivities', 'NetCashProvidedByUsedInOperatingActivities', 'NetIncomeLoss', 'NetIncomeLossAttributableToNoncontrollingInterest', 'NetIncomeLossAttributableToNonredeemableNoncontrollingInterest', 'NetIncomeLossAttributableToRedeemableNoncontrollingInterest', 'NoncurrentAssets', 'NoncurrentAssets', 'NoninterestIncome', 'NonoperatingIncomeExpense', 'NotesReceivableNet', 'OperatingExpenses', 'OperatingIncomeLoss', 'OperatingLeaseCost', 'OperatingLeaseLiability', 'OperatingLeaseLiabilityCurrent', 'OperatingLeaseLiabilityNoncurrent', 'OperatingLeaseRightOfUseAsset', 'OtherAccruedLiabilitiesCurrent', 'OtherAssetsCurrent', 'OtherAssetsNoncurrent', 'OtherComprehensiveIncomeLossAvailableForSaleSecuritiesAdjustmentNetOfTax', 'OtherComprehensiveIncomeLossCashFlowHedgeGainLossAfterReclassificationAndTax', 'OtherComprehensiveIncomeLossDerivativeInstrumentGainLossafterReclassificationandTax', 'OtherComprehensiveIncomeLossDerivativeInstrumentGainLossbeforeReclassificationafterTax', 'OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax', 'OtherComprehensiveIncomeLossNetOfTax', 'OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent', 'OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodNetOfTax', 'OtherIncome', 'OtherLiabilitiesCurrent', 'OtherLiabilitiesNoncurrent', 'OtherLongTermDebt', 'OtherNoncashIncomeExpense', 'PaymentsForCapitalImprovements', 'PaymentsForProceedsFromBusinessesAndInterestInAffiliates', 'PaymentsForProceedsFromOtherInvestingActivities', 'PaymentsForRent', 'PaymentsForRepurchaseOfCommonStock', 'PaymentsOfDebtExtinguishmentCosts', 'PaymentsOfDividends', 'PaymentsOfDividendsMinorityInterest', 'PaymentsToAcquireInvestments', 'PaymentsToAcquirePropertyPlantAndEquipment', 'PreferredStockSharesOutstanding', 'PreferredStockValue', 'PrepaidExpenseAndOtherAssetsCurrent', 'PrepaidExpenseCurrent', 'ProceedsFromDebtMaturingInMoreThanThreeMonths', 'ProceedsFromDebtNetOfIssuanceCosts', 'ProceedsFromDivestitureOfBusinesses', 'ProceedsFromInvestments', 'ProceedsFromIssuanceOfCommonStock', 'ProceedsFromIssuanceOfDebt', 'ProceedsFromIssuanceOfLongTermDebt', 'ProceedsFromIssuanceOfUnsecuredDebt', 'ProceedsFromIssuanceOrSaleOfEquity', 'ProceedsFromMaturitiesPrepaymentsAndCallsOfAvailableForSaleSecurities', 'ProceedsFromPaymentsForOtherFinancingActivities', 'ProceedsFromPaymentsToMinorityShareholders', 'ProceedsFromRepaymentsOfShortTermDebt', 'ProceedsFromRepaymentsOfShortTermDebtMaturingInThreeMonthsOrLess', 'ProceedsFromSaleOfPropertyPlantAndEquipment', 'ProceedsFromStockOptionsExercised', 'ProfitLoss', 'PropertyPlantAndEquipmentGross', 'PropertyPlantAndEquipmentNet', 'ReceivablesNetCurrent', 'RedeemableNoncontrollingInterestEquityCarryingAmount', 'RepaymentsOfDebtMaturingInMoreThanThreeMonths', 'RepaymentsOfLongTermDebt', 'ResearchAndDevelopmentExpense', 'RestrictedCash', 'RestrictedCashAndCashEquivalents', 'RestrictedStockExpense', 'RestructuringCharges', 'RetainedEarningsAccumulatedDeficit', 'RevenueFromContractWithCustomerExcludingAssessedTax', 'Revenues', 'SecuredLongTermDebt', 'SellingAndMarketingExpense', 'SellingGeneralAndAdministrativeExpense', 'ShareBasedCompensation', 'ShortTermBorrowings', 'ShortTermInvestments', 'StockIssuedDuringPeriodValueNewIssues', 'StockOptionPlanExpense', 'StockRedeemedOrCalledDuringPeriodValue', 'StockRepurchasedAndRetiredDuringPeriodValue', 'StockRepurchasedDuringPeriodValue', 'StockholdersEquity', 'StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest', 'StockholdersEquityOther', 'TaxesPayableCurrent', 'TradingSecuritiesDebt', 'TreasuryStockAcquiredAverageCostPerShare', 'TreasuryStockSharesAcquired', 'UnrealizedGainLossOnInvestments', 'UnrecognizedTaxBenefits', 'UnsecuredDebt', 'VariableLeaseCost', 'WeightedAverageNumberDilutedSharesOutstandingAdjustment', 'WeightedAverageNumberOfDilutedSharesOutstanding', 'WeightedAverageNumberOfSharesOutstandingBasic'" |
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), |
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] = "", |
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provider: Annotated[ |
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Optional[Literal["sec"]], |
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OpenBBField( |
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description="The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: sec." |
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), |
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] = None, |
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**kwargs |
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) -> OBBject: |
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"""Compare reported company facts and fundamental data points. |
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Parameters |
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---------- |
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provider : str |
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The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: sec. |
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symbol : Union[str, None, list[Optional[str]]] |
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Symbol to get data for. Multiple comma separated items allowed for provider(s): sec. |
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fact : str |
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The fact to lookup, typically a GAAP-reporting measure. Choices vary by provider. |
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Choices for sec: 'AccountsPayableCurrent', 'AccountsReceivableNet', 'AccountsReceivableNetCurrent', 'AccrualForTaxesOtherThanIncomeTaxesCurrent', 'AccrualForTaxesOtherThanIncomeTaxesCurrentAndNoncurrent', 'AccruedIncomeTaxesCurrent', 'AccruedIncomeTaxesNoncurrent', 'AccruedInsuranceCurrent', 'AccruedLiabilitiesCurrent', 'AccumulatedDepreciationDepletionAndAmortizationPropertyPlantAndEquipment', 'AccumulatedOtherComprehensiveIncomeLossNetOfTax', 'AcquisitionsNetOfCashAcquiredAndPurchasesOfIntangibleAndOtherAssets', 'AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue', 'AdvertisingExpense', 'AllocatedShareBasedCompensationExpense', 'AntidilutiveSecuritiesExcludedFromComputationOfEarningsPerShareAmount', 'AssetImpairmentCharges', 'Assets', 'AssetsCurrent', 'AssetsNoncurrent', 'BuildingsAndImprovementsGross', 'CapitalLeaseObligationsCurrent', 'CapitalLeaseObligationsNoncurrent', 'Cash', 'CashAndCashEquivalentsAtCarryingValue', 'CashCashEquivalentsAndShortTermInvestments', 'CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents', 'CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsIncludingDisposalGroupAndDiscontinuedOperations', 'CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect', 'CommercialPaper', 'CommitmentsAndContingencies', 'CommonStockDividendsPerShareCashPaid', 'CommonStockDividendsPerShareDeclared', 'CommonStocksIncludingAdditionalPaidInCapital', 'ComprehensiveIncomeNetOfTax', 'ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest', 'ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest', 'ConstructionInProgressGross', 'ContractWithCustomerAssetNet', 'ContractWithCustomerLiability', 'ContractWithCustomerLiabilityCurrent', 'ContractWithCustomerLiabilityNoncurrent', 'CostOfGoodsAndServicesSold', 'CostOfRevenue', 'CurrentFederalTaxExpenseBenefit', 'CurrentForeignTaxExpenseBenefit', 'CurrentIncomeTaxExpenseBenefit', 'CurrentStateAndLocalTaxExpenseBenefit', 'DebtInstrumentFaceAmount', 'DebtInstrumentFairValue', 'DebtLongtermAndShorttermCombinedAmount', 'DeferredFederalIncomeTaxExpenseBenefit', 'DeferredForeignIncomeTaxExpenseBenefit', 'DeferredIncomeTaxExpenseBenefit', 'DeferredIncomeTaxLiabilities', 'DeferredIncomeTaxLiabilitiesNet', 'DeferredIncomeTaxesAndTaxCredits', 'DeferredRevenue', 'DeferredTaxAssetsGross', 'DeferredTaxAssetsLiabilitiesNet', 'DeferredTaxAssetsNet', 'DeferredTaxLiabilities', 'DefinedContributionPlanCostRecognized', 'Depreciation', 'DepreciationAmortizationAndAccretionNet', 'DepreciationAmortizationAndOther', 'DepreciationAndAmortization', 'DepreciationDepletionAndAmortization', 'DerivativeCollateralObligationToReturnCash', 'DerivativeCollateralRightToReclaimCash', 'DerivativeFairValueOfDerivativeNet', 'DerivativeLiabilityCollateralRightToReclaimCashOffset', 'DerivativeNotionalAmount', 'DistributedEarnings', 'Dividends', 'DividendsCash', 'DividendsPayableAmountPerShare', 'DividendsPayableCurrent', 'EarningsPerShareBasic', 'EarningsPerShareDiluted', 'EffectOfExchangeRateOnCashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents', 'EffectOfExchangeRateOnCashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsIncludingDisposalGroupAndDiscontinuedOperations', 'EmployeeRelatedLiabilitiesCurrent', 'EmployeeRelatedLiabilitiesCurrentAndNoncurrent', 'EmployeeServiceShareBasedCompensationTaxBenefitFromCompensationExpense', 'FinanceLeaseInterestExpense', 'FinanceLeaseInterestPaymentOnLiability', 'FinanceLeaseLiability', 'FinanceLeaseLiabilityCurrent', 'FinanceLeaseLiabilityNoncurrent', 'FinanceLeaseLiabilityPaymentsDue', 'FinanceLeaseLiabilityPaymentsDueAfterYearFive', 'FinanceLeaseLiabilityPaymentsDueNextTwelveMonths', 'FinanceLeaseLiabilityPaymentsDueYearFive', 'FinanceLeaseLiabilityPaymentsDueYearFour', 'FinanceLeaseLiabilityPaymentsDueYearThree', 'FinanceLeaseLiabilityPaymentsDueYearTwo', 'FinanceLeaseLiabilityPaymentsRemainderOfFiscalYear', 'FinanceLeaseLiabilityUndiscountedExcessAmount', 'FinanceLeasePrincipalPayments', 'FinanceLeaseRightOfUseAsset', 'FinancingReceivableAllowanceForCreditLosses', 'FiniteLivedIntangibleAssetsNet', 'FixturesAndEquipmentGross', 'GainLossOnInvestments', 'GainLossOnInvestmentsAndDerivativeInstruments', 'GainLossOnSaleOfBusiness', 'GainsLossesOnExtinguishmentOfDebt', 'GeneralAndAdministrativeExpense', 'Goodwill', 'GrossProfit', 'ImpairmentOfIntangibleAssetsExcludingGoodwill', 'ImpairmentOfIntangibleAssetsIndefinitelivedExcludingGoodwill', 'IncomeLossFromContinuingOperations', 'IncomeLossFromContinuingOperationsAttributableToNoncontrollingEntity', 'IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest', 'IncomeLossFromContinuingOperationsPerBasicShare', 'IncomeLossFromContinuingOperationsPerDilutedShare', 'IncomeTaxExpenseBenefit', 'IncomeTaxesPaid', 'IncomeTaxesPaidNet', 'IncreaseDecreaseInAccountsAndOtherReceivables', 'IncreaseDecreaseInAccountsPayable', 'IncreaseDecreaseInAccountsReceivable', 'IncreaseDecreaseInAccruedIncomeTaxesPayable', 'IncreaseDecreaseInAccruedLiabilities', 'IncreaseDecreaseInAccruedTaxesPayable', 'IncreaseDecreaseInContractWithCustomerLiability', 'IncreaseDecreaseInDeferredIncomeTaxes', 'IncreaseDecreaseInInventories', 'IncreaseDecreaseInOtherCurrentAssets', 'IncreaseDecreaseInOtherCurrentLiabilities', 'IncreaseDecreaseInOtherNoncurrentAssets', 'IncreaseDecreaseInOtherNoncurrentLiabilities', 'IncreaseDecreaseInPensionPlanObligations', 'IncrementalCommonSharesAttributableToShareBasedPaymentArrangements', 'InterestAndDebtExpense', 'InterestExpenseDebt', 'InterestIncomeExpenseNet', 'InterestPaid', 'InterestPaidNet', 'InventoryNet', 'InvestmentIncomeInterest', 'Land', 'LeaseAndRentalExpense', 'LesseeOperatingLeaseLiabilityPaymentsDue', 'LesseeOperatingLeaseLiabilityPaymentsDueAfterYearFive', 'LesseeOperatingLeaseLiabilityPaymentsDueNextTwelveMonths', 'LesseeOperatingLeaseLiabilityPaymentsDueYearFive', 'LesseeOperatingLeaseLiabilityPaymentsDueYearFour', 'LesseeOperatingLeaseLiabilityPaymentsDueYearThree', 'LesseeOperatingLeaseLiabilityPaymentsDueYearTwo', 'LesseeOperatingLeaseLiabilityPaymentsRemainderOfFiscalYear', 'LettersOfCreditOutstandingAmount', 'Liabilities', 'LiabilitiesAndStockholdersEquity', 'LiabilitiesCurrent', 'LineOfCredit', 'LineOfCreditFacilityMaximumBorrowingCapacity', 'LongTermDebt', 'LongTermDebtCurrent', 'LongTermDebtMaturitiesRepaymentsOfPrincipalAfterYearFive', 'LongTermDebtMaturitiesRepaymentsOfPrincipalInNextTwelveMonths', 'LongTermDebtMaturitiesRepaymentsOfPrincipalInYearFive', 'LongTermDebtMaturitiesRepaymentsOfPrincipalInYearFour', 'LongTermDebtMaturitiesRepaymentsOfPrincipalInYearThree', 'LongTermDebtMaturitiesRepaymentsOfPrincipalInYearTwo', 'LongTermDebtMaturitiesRepaymentsOfPrincipalRemainderOfFiscalYear', 'LongTermDebtNoncurrent', 'LongTermInvestments', 'LossContingencyEstimateOfPossibleLoss', 'MachineryAndEquipmentGross', 'MarketableSecuritiesCurrent', 'MarketableSecuritiesNoncurrent', 'MinorityInterest', 'NetCashProvidedByUsedInFinancingActivities', 'NetCashProvidedByUsedInInvestingActivities', 'NetCashProvidedByUsedInOperatingActivities', 'NetIncomeLoss', 'NetIncomeLossAttributableToNoncontrollingInterest', 'NetIncomeLossAttributableToNonredeemableNoncontrollingInterest', 'NetIncomeLossAttributableToRedeemableNoncontrollingInterest', 'NoncurrentAssets', 'NoncurrentAssets', 'NoninterestIncome', 'NonoperatingIncomeExpense', 'NotesReceivableNet', 'OperatingExpenses', 'OperatingIncomeLoss', 'OperatingLeaseCost', 'OperatingLeaseLiability', 'OperatingLeaseLiabilityCurrent', 'OperatingLeaseLiabilityNoncurrent', 'OperatingLeaseRightOfUseAsset', 'OtherAccruedLiabilitiesCurrent', 'OtherAssetsCurrent', 'OtherAssetsNoncurrent', 'OtherComprehensiveIncomeLossAvailableForSaleSecuritiesAdjustmentNetOfTax', 'OtherComprehensiveIncomeLossCashFlowHedgeGainLossAfterReclassificationAndTax', 'OtherComprehensiveIncomeLossDerivativeInstrumentGainLossafterReclassificationandTax', 'OtherComprehensiveIncomeLossDerivativeInstrumentGainLossbeforeReclassificationafterTax', 'OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax', 'OtherComprehensiveIncomeLossNetOfTax', 'OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent', 'OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodNetOfTax', 'OtherIncome', 'OtherLiabilitiesCurrent', 'OtherLiabilitiesNoncurrent', 'OtherLongTermDebt', 'OtherNoncashIncomeExpense', 'PaymentsForCapitalImprovements', 'PaymentsForProceedsFromBusinessesAndInterestInAffiliates', 'PaymentsForProceedsFromOtherInvestingActivities', 'PaymentsForRent', 'PaymentsForRepurchaseOfCommonStock', 'PaymentsOfDebtExtinguishmentCosts', 'PaymentsOfDividends', 'PaymentsOfDividendsMinorityInterest', 'PaymentsToAcquireInvestments', 'PaymentsToAcquirePropertyPlantAndEquipment', 'PreferredStockSharesOutstanding', 'PreferredStockValue', 'PrepaidExpenseAndOtherAssetsCurrent', 'PrepaidExpenseCurrent', 'ProceedsFromDebtMaturingInMoreThanThreeMonths', 'ProceedsFromDebtNetOfIssuanceCosts', 'ProceedsFromDivestitureOfBusinesses', 'ProceedsFromInvestments', 'ProceedsFromIssuanceOfCommonStock', 'ProceedsFromIssuanceOfDebt', 'ProceedsFromIssuanceOfLongTermDebt', 'ProceedsFromIssuanceOfUnsecuredDebt', 'ProceedsFromIssuanceOrSaleOfEquity', 'ProceedsFromMaturitiesPrepaymentsAndCallsOfAvailableForSaleSecurities', 'ProceedsFromPaymentsForOtherFinancingActivities', 'ProceedsFromPaymentsToMinorityShareholders', 'ProceedsFromRepaymentsOfShortTermDebt', 'ProceedsFromRepaymentsOfShortTermDebtMaturingInThreeMonthsOrLess', 'ProceedsFromSaleOfPropertyPlantAndEquipment', 'ProceedsFromStockOptionsExercised', 'ProfitLoss', 'PropertyPlantAndEquipmentGross', 'PropertyPlantAndEquipmentNet', 'ReceivablesNetCurrent', 'RedeemableNoncontrollingInterestEquityCarryingAmount', 'RepaymentsOfDebtMaturingInMoreThanThreeMonths', 'RepaymentsOfLongTermDebt', 'ResearchAndDevelopmentExpense', 'RestrictedCash', 'RestrictedCashAndCashEquivalents', 'RestrictedStockExpense', 'RestructuringCharges', 'RetainedEarningsAccumulatedDeficit', 'RevenueFromContractWithCustomerExcludingAssessedTax', 'Revenues', 'SecuredLongTermDebt', 'SellingAndMarketingExpense', 'SellingGeneralAndAdministrativeExpense', 'ShareBasedCompensation', 'ShortTermBorrowings', 'ShortTermInvestments', 'StockIssuedDuringPeriodValueNewIssues', 'StockOptionPlanExpense', 'StockRedeemedOrCalledDuringPeriodValue', 'StockRepurchasedAndRetiredDuringPeriodValue', 'StockRepurchasedDuringPeriodValue', 'StockholdersEquity', 'StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest', 'StockholdersEquityOther', 'TaxesPayableCurrent', 'TradingSecuritiesDebt', 'TreasuryStockAcquiredAverageCostPerShare', 'TreasuryStockSharesAcquired', 'UnrealizedGainLossOnInvestments', 'UnrecognizedTaxBenefits', 'UnsecuredDebt', 'VariableLeaseCost', 'WeightedAverageNumberDilutedSharesOutstandingAdjustment', 'WeightedAverageNumberOfDilutedSharesOutstanding', 'WeightedAverageNumberOfSharesOutstandingBasic' |
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year : Optional[int] |
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The year to retrieve the data for. If not provided, the current year is used. When symbol(s) are provided, excluding the year will return all reported values for the concept. (provider: sec) |
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fiscal_period : Optional[Literal['fy', 'q1', 'q2', 'q3', 'q4']] |
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The fiscal period to retrieve the data for. If not provided, the most recent quarter is used. This parameter is ignored when a symbol is supplied. (provider: sec) |
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instantaneous : bool |
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Whether to retrieve instantaneous data. See the notes above for more information. Defaults to False. Some facts are only available as instantaneous data. |
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The function will automatically attempt the inverse of this parameter if the initial fiscal quarter request fails. This parameter is ignored when a symbol is supplied. (provider: sec) |
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use_cache : bool |
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Whether to use cache for the request. Defaults to True. (provider: sec) |
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Returns |
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------- |
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OBBject |
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results : list[CompareCompanyFacts] |
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Serializable results. |
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provider : Optional[str] |
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Provider name. |
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warnings : Optional[list[Warning_]] |
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list of warnings. |
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chart : Optional[Chart] |
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Chart object. |
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extra : Dict[str, Any] |
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Extra info. |
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CompareCompanyFacts |
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------------------- |
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symbol : Optional[str] |
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Symbol representing the entity requested in the data. |
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name : Optional[str] |
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Name of the entity. |
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value : float |
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The reported value of the fact or concept. |
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reported_date : Optional[date] |
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The date when the report was filed. |
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period_beginning : Optional[date] |
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The start date of the reporting period. |
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period_ending : Optional[date] |
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The end date of the reporting period. |
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fiscal_year : Optional[int] |
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The fiscal year. |
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fiscal_period : Optional[str] |
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The fiscal period of the fiscal year. |
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cik : Optional[Union[int, str]] |
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Central Index Key (CIK) for the requested entity. (provider: sec) |
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location : Optional[str] |
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Geographic location of the reporting entity. (provider: sec) |
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form : Optional[str] |
|
|
The SEC form associated with the fact or concept. (provider: sec) |
|
|
frame : Optional[str] |
|
|
The frame ID associated with the fact or concept, if applicable. (provider: sec) |
|
|
accession : Optional[str] |
|
|
SEC filing accession number associated with the reported fact or concept. (provider: sec) |
|
|
fact : Optional[str] |
|
|
The display name of the fact or concept. (provider: sec) |
|
|
unit : Optional[str] |
|
|
The unit of measurement for the fact or concept. (provider: sec) |
|
|
|
|
|
Examples |
|
|
-------- |
|
|
>>> from openbb import obb |
|
|
>>> obb.equity.compare.company_facts(provider='sec') |
|
|
>>> obb.equity.compare.company_facts(provider='sec', fact='PaymentsForRepurchaseOfCommonStock', year=2023) |
|
|
>>> obb.equity.compare.company_facts(provider='sec', symbol='NVDA,AAPL,AMZN,MSFT,GOOG,SMCI', fact='RevenueFromContractWithCustomerExcludingAssessedTax', year=2024) |
|
|
""" |
|
|
|
|
|
return self._run( |
|
|
"/equity/compare/company_facts", |
|
|
**filter_inputs( |
|
|
provider_choices={ |
|
|
"provider": self._get_provider( |
|
|
provider, |
|
|
"equity.compare.company_facts", |
|
|
("sec",), |
|
|
) |
|
|
}, |
|
|
standard_params={ |
|
|
"symbol": symbol, |
|
|
"fact": fact, |
|
|
}, |
|
|
extra_params=kwargs, |
|
|
info={ |
|
|
"symbol": { |
|
|
"sec": {"multiple_items_allowed": True, "choices": None} |
|
|
}, |
|
|
"fact": { |
|
|
"sec": { |
|
|
"multiple_items_allowed": False, |
|
|
"choices": [ |
|
|
"AccountsPayableCurrent", |
|
|
"AccountsReceivableNet", |
|
|
"AccountsReceivableNetCurrent", |
|
|
"AccrualForTaxesOtherThanIncomeTaxesCurrent", |
|
|
"AccrualForTaxesOtherThanIncomeTaxesCurrentAndNoncurrent", |
|
|
"AccruedIncomeTaxesCurrent", |
|
|
"AccruedIncomeTaxesNoncurrent", |
|
|
"AccruedInsuranceCurrent", |
|
|
"AccruedLiabilitiesCurrent", |
|
|
"AccumulatedDepreciationDepletionAndAmortizationPropertyPlantAndEquipment", |
|
|
"AccumulatedOtherComprehensiveIncomeLossNetOfTax", |
|
|
"AcquisitionsNetOfCashAcquiredAndPurchasesOfIntangibleAndOtherAssets", |
|
|
"AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue", |
|
|
"AdvertisingExpense", |
|
|
"AllocatedShareBasedCompensationExpense", |
|
|
"AntidilutiveSecuritiesExcludedFromComputationOfEarningsPerShareAmount", |
|
|
"AssetImpairmentCharges", |
|
|
"Assets", |
|
|
"AssetsCurrent", |
|
|
"AssetsNoncurrent", |
|
|
"BuildingsAndImprovementsGross", |
|
|
"CapitalLeaseObligationsCurrent", |
|
|
"CapitalLeaseObligationsNoncurrent", |
|
|
"Cash", |
|
|
"CashAndCashEquivalentsAtCarryingValue", |
|
|
"CashCashEquivalentsAndShortTermInvestments", |
|
|
"CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents", |
|
|
"CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsIncludingDisposalGroupAndDiscontinuedOperations", |
|
|
"CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect", |
|
|
"CommercialPaper", |
|
|
"CommitmentsAndContingencies", |
|
|
"CommonStockDividendsPerShareCashPaid", |
|
|
"CommonStockDividendsPerShareDeclared", |
|
|
"CommonStocksIncludingAdditionalPaidInCapital", |
|
|
"ComprehensiveIncomeNetOfTax", |
|
|
"ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest", |
|
|
"ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest", |
|
|
"ConstructionInProgressGross", |
|
|
"ContractWithCustomerAssetNet", |
|
|
"ContractWithCustomerLiability", |
|
|
"ContractWithCustomerLiabilityCurrent", |
|
|
"ContractWithCustomerLiabilityNoncurrent", |
|
|
"CostOfGoodsAndServicesSold", |
|
|
"CostOfRevenue", |
|
|
"CurrentFederalTaxExpenseBenefit", |
|
|
"CurrentForeignTaxExpenseBenefit", |
|
|
"CurrentIncomeTaxExpenseBenefit", |
|
|
"CurrentStateAndLocalTaxExpenseBenefit", |
|
|
"DebtInstrumentFaceAmount", |
|
|
"DebtInstrumentFairValue", |
|
|
"DebtLongtermAndShorttermCombinedAmount", |
|
|
"DeferredFederalIncomeTaxExpenseBenefit", |
|
|
"DeferredForeignIncomeTaxExpenseBenefit", |
|
|
"DeferredIncomeTaxExpenseBenefit", |
|
|
"DeferredIncomeTaxLiabilities", |
|
|
"DeferredIncomeTaxLiabilitiesNet", |
|
|
"DeferredIncomeTaxesAndTaxCredits", |
|
|
"DeferredRevenue", |
|
|
"DeferredTaxAssetsGross", |
|
|
"DeferredTaxAssetsLiabilitiesNet", |
|
|
"DeferredTaxAssetsNet", |
|
|
"DeferredTaxLiabilities", |
|
|
"DefinedContributionPlanCostRecognized", |
|
|
"Depreciation", |
|
|
"DepreciationAmortizationAndAccretionNet", |
|
|
"DepreciationAmortizationAndOther", |
|
|
"DepreciationAndAmortization", |
|
|
"DepreciationDepletionAndAmortization", |
|
|
"DerivativeCollateralObligationToReturnCash", |
|
|
"DerivativeCollateralRightToReclaimCash", |
|
|
"DerivativeFairValueOfDerivativeNet", |
|
|
"DerivativeLiabilityCollateralRightToReclaimCashOffset", |
|
|
"DerivativeNotionalAmount", |
|
|
"DistributedEarnings", |
|
|
"Dividends", |
|
|
"DividendsCash", |
|
|
"DividendsPayableAmountPerShare", |
|
|
"DividendsPayableCurrent", |
|
|
"EarningsPerShareBasic", |
|
|
"EarningsPerShareDiluted", |
|
|
"EffectOfExchangeRateOnCashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents", |
|
|
"EffectOfExchangeRateOnCashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsIncludingDisposalGroupAndDiscontinuedOperations", |
|
|
"EmployeeRelatedLiabilitiesCurrent", |
|
|
"EmployeeRelatedLiabilitiesCurrentAndNoncurrent", |
|
|
"EmployeeServiceShareBasedCompensationTaxBenefitFromCompensationExpense", |
|
|
"FinanceLeaseInterestExpense", |
|
|
"FinanceLeaseInterestPaymentOnLiability", |
|
|
"FinanceLeaseLiability", |
|
|
"FinanceLeaseLiabilityCurrent", |
|
|
"FinanceLeaseLiabilityNoncurrent", |
|
|
"FinanceLeaseLiabilityPaymentsDue", |
|
|
"FinanceLeaseLiabilityPaymentsDueAfterYearFive", |
|
|
"FinanceLeaseLiabilityPaymentsDueNextTwelveMonths", |
|
|
"FinanceLeaseLiabilityPaymentsDueYearFive", |
|
|
"FinanceLeaseLiabilityPaymentsDueYearFour", |
|
|
"FinanceLeaseLiabilityPaymentsDueYearThree", |
|
|
"FinanceLeaseLiabilityPaymentsDueYearTwo", |
|
|
"FinanceLeaseLiabilityPaymentsRemainderOfFiscalYear", |
|
|
"FinanceLeaseLiabilityUndiscountedExcessAmount", |
|
|
"FinanceLeasePrincipalPayments", |
|
|
"FinanceLeaseRightOfUseAsset", |
|
|
"FinancingReceivableAllowanceForCreditLosses", |
|
|
"FiniteLivedIntangibleAssetsNet", |
|
|
"FixturesAndEquipmentGross", |
|
|
"GainLossOnInvestments", |
|
|
"GainLossOnInvestmentsAndDerivativeInstruments", |
|
|
"GainLossOnSaleOfBusiness", |
|
|
"GainsLossesOnExtinguishmentOfDebt", |
|
|
"GeneralAndAdministrativeExpense", |
|
|
"Goodwill", |
|
|
"GrossProfit", |
|
|
"ImpairmentOfIntangibleAssetsExcludingGoodwill", |
|
|
"ImpairmentOfIntangibleAssetsIndefinitelivedExcludingGoodwill", |
|
|
"IncomeLossFromContinuingOperations", |
|
|
"IncomeLossFromContinuingOperationsAttributableToNoncontrollingEntity", |
|
|
"IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest", |
|
|
"IncomeLossFromContinuingOperationsPerBasicShare", |
|
|
"IncomeLossFromContinuingOperationsPerDilutedShare", |
|
|
"IncomeTaxExpenseBenefit", |
|
|
"IncomeTaxesPaid", |
|
|
"IncomeTaxesPaidNet", |
|
|
"IncreaseDecreaseInAccountsAndOtherReceivables", |
|
|
"IncreaseDecreaseInAccountsPayable", |
|
|
"IncreaseDecreaseInAccountsReceivable", |
|
|
"IncreaseDecreaseInAccruedIncomeTaxesPayable", |
|
|
"IncreaseDecreaseInAccruedLiabilities", |
|
|
"IncreaseDecreaseInAccruedTaxesPayable", |
|
|
"IncreaseDecreaseInContractWithCustomerLiability", |
|
|
"IncreaseDecreaseInDeferredIncomeTaxes", |
|
|
"IncreaseDecreaseInInventories", |
|
|
"IncreaseDecreaseInOtherCurrentAssets", |
|
|
"IncreaseDecreaseInOtherCurrentLiabilities", |
|
|
"IncreaseDecreaseInOtherNoncurrentAssets", |
|
|
"IncreaseDecreaseInOtherNoncurrentLiabilities", |
|
|
"IncreaseDecreaseInPensionPlanObligations", |
|
|
"IncrementalCommonSharesAttributableToShareBasedPaymentArrangements", |
|
|
"InterestAndDebtExpense", |
|
|
"InterestExpenseDebt", |
|
|
"InterestIncomeExpenseNet", |
|
|
"InterestPaid", |
|
|
"InterestPaidNet", |
|
|
"InventoryNet", |
|
|
"InvestmentIncomeInterest", |
|
|
"Land", |
|
|
"LeaseAndRentalExpense", |
|
|
"LesseeOperatingLeaseLiabilityPaymentsDue", |
|
|
"LesseeOperatingLeaseLiabilityPaymentsDueAfterYearFive", |
|
|
"LesseeOperatingLeaseLiabilityPaymentsDueNextTwelveMonths", |
|
|
"LesseeOperatingLeaseLiabilityPaymentsDueYearFive", |
|
|
"LesseeOperatingLeaseLiabilityPaymentsDueYearFour", |
|
|
"LesseeOperatingLeaseLiabilityPaymentsDueYearThree", |
|
|
"LesseeOperatingLeaseLiabilityPaymentsDueYearTwo", |
|
|
"LesseeOperatingLeaseLiabilityPaymentsRemainderOfFiscalYear", |
|
|
"LettersOfCreditOutstandingAmount", |
|
|
"Liabilities", |
|
|
"LiabilitiesAndStockholdersEquity", |
|
|
"LiabilitiesCurrent", |
|
|
"LineOfCredit", |
|
|
"LineOfCreditFacilityMaximumBorrowingCapacity", |
|
|
"LongTermDebt", |
|
|
"LongTermDebtCurrent", |
|
|
"LongTermDebtMaturitiesRepaymentsOfPrincipalAfterYearFive", |
|
|
"LongTermDebtMaturitiesRepaymentsOfPrincipalInNextTwelveMonths", |
|
|
"LongTermDebtMaturitiesRepaymentsOfPrincipalInYearFive", |
|
|
"LongTermDebtMaturitiesRepaymentsOfPrincipalInYearFour", |
|
|
"LongTermDebtMaturitiesRepaymentsOfPrincipalInYearThree", |
|
|
"LongTermDebtMaturitiesRepaymentsOfPrincipalInYearTwo", |
|
|
"LongTermDebtMaturitiesRepaymentsOfPrincipalRemainderOfFiscalYear", |
|
|
"LongTermDebtNoncurrent", |
|
|
"LongTermInvestments", |
|
|
"LossContingencyEstimateOfPossibleLoss", |
|
|
"MachineryAndEquipmentGross", |
|
|
"MarketableSecuritiesCurrent", |
|
|
"MarketableSecuritiesNoncurrent", |
|
|
"MinorityInterest", |
|
|
"NetCashProvidedByUsedInFinancingActivities", |
|
|
"NetCashProvidedByUsedInInvestingActivities", |
|
|
"NetCashProvidedByUsedInOperatingActivities", |
|
|
"NetIncomeLoss", |
|
|
"NetIncomeLossAttributableToNoncontrollingInterest", |
|
|
"NetIncomeLossAttributableToNonredeemableNoncontrollingInterest", |
|
|
"NetIncomeLossAttributableToRedeemableNoncontrollingInterest", |
|
|
"NoncurrentAssets", |
|
|
"NoncurrentAssets", |
|
|
"NoninterestIncome", |
|
|
"NonoperatingIncomeExpense", |
|
|
"NotesReceivableNet", |
|
|
"OperatingExpenses", |
|
|
"OperatingIncomeLoss", |
|
|
"OperatingLeaseCost", |
|
|
"OperatingLeaseLiability", |
|
|
"OperatingLeaseLiabilityCurrent", |
|
|
"OperatingLeaseLiabilityNoncurrent", |
|
|
"OperatingLeaseRightOfUseAsset", |
|
|
"OtherAccruedLiabilitiesCurrent", |
|
|
"OtherAssetsCurrent", |
|
|
"OtherAssetsNoncurrent", |
|
|
"OtherComprehensiveIncomeLossAvailableForSaleSecuritiesAdjustmentNetOfTax", |
|
|
"OtherComprehensiveIncomeLossCashFlowHedgeGainLossAfterReclassificationAndTax", |
|
|
"OtherComprehensiveIncomeLossDerivativeInstrumentGainLossafterReclassificationandTax", |
|
|
"OtherComprehensiveIncomeLossDerivativeInstrumentGainLossbeforeReclassificationafterTax", |
|
|
"OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax", |
|
|
"OtherComprehensiveIncomeLossNetOfTax", |
|
|
"OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent", |
|
|
"OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodNetOfTax", |
|
|
"OtherIncome", |
|
|
"OtherLiabilitiesCurrent", |
|
|
"OtherLiabilitiesNoncurrent", |
|
|
"OtherLongTermDebt", |
|
|
"OtherNoncashIncomeExpense", |
|
|
"PaymentsForCapitalImprovements", |
|
|
"PaymentsForProceedsFromBusinessesAndInterestInAffiliates", |
|
|
"PaymentsForProceedsFromOtherInvestingActivities", |
|
|
"PaymentsForRent", |
|
|
"PaymentsForRepurchaseOfCommonStock", |
|
|
"PaymentsOfDebtExtinguishmentCosts", |
|
|
"PaymentsOfDividends", |
|
|
"PaymentsOfDividendsMinorityInterest", |
|
|
"PaymentsToAcquireInvestments", |
|
|
"PaymentsToAcquirePropertyPlantAndEquipment", |
|
|
"PreferredStockSharesOutstanding", |
|
|
"PreferredStockValue", |
|
|
"PrepaidExpenseAndOtherAssetsCurrent", |
|
|
"PrepaidExpenseCurrent", |
|
|
"ProceedsFromDebtMaturingInMoreThanThreeMonths", |
|
|
"ProceedsFromDebtNetOfIssuanceCosts", |
|
|
"ProceedsFromDivestitureOfBusinesses", |
|
|
"ProceedsFromInvestments", |
|
|
"ProceedsFromIssuanceOfCommonStock", |
|
|
"ProceedsFromIssuanceOfDebt", |
|
|
"ProceedsFromIssuanceOfLongTermDebt", |
|
|
"ProceedsFromIssuanceOfUnsecuredDebt", |
|
|
"ProceedsFromIssuanceOrSaleOfEquity", |
|
|
"ProceedsFromMaturitiesPrepaymentsAndCallsOfAvailableForSaleSecurities", |
|
|
"ProceedsFromPaymentsForOtherFinancingActivities", |
|
|
"ProceedsFromPaymentsToMinorityShareholders", |
|
|
"ProceedsFromRepaymentsOfShortTermDebt", |
|
|
"ProceedsFromRepaymentsOfShortTermDebtMaturingInThreeMonthsOrLess", |
|
|
"ProceedsFromSaleOfPropertyPlantAndEquipment", |
|
|
"ProceedsFromStockOptionsExercised", |
|
|
"ProfitLoss", |
|
|
"PropertyPlantAndEquipmentGross", |
|
|
"PropertyPlantAndEquipmentNet", |
|
|
"ReceivablesNetCurrent", |
|
|
"RedeemableNoncontrollingInterestEquityCarryingAmount", |
|
|
"RepaymentsOfDebtMaturingInMoreThanThreeMonths", |
|
|
"RepaymentsOfLongTermDebt", |
|
|
"ResearchAndDevelopmentExpense", |
|
|
"RestrictedCash", |
|
|
"RestrictedCashAndCashEquivalents", |
|
|
"RestrictedStockExpense", |
|
|
"RestructuringCharges", |
|
|
"RetainedEarningsAccumulatedDeficit", |
|
|
"RevenueFromContractWithCustomerExcludingAssessedTax", |
|
|
"Revenues", |
|
|
"SecuredLongTermDebt", |
|
|
"SellingAndMarketingExpense", |
|
|
"SellingGeneralAndAdministrativeExpense", |
|
|
"ShareBasedCompensation", |
|
|
"ShortTermBorrowings", |
|
|
"ShortTermInvestments", |
|
|
"StockIssuedDuringPeriodValueNewIssues", |
|
|
"StockOptionPlanExpense", |
|
|
"StockRedeemedOrCalledDuringPeriodValue", |
|
|
"StockRepurchasedAndRetiredDuringPeriodValue", |
|
|
"StockRepurchasedDuringPeriodValue", |
|
|
"StockholdersEquity", |
|
|
"StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest", |
|
|
"StockholdersEquityOther", |
|
|
"TaxesPayableCurrent", |
|
|
"TradingSecuritiesDebt", |
|
|
"TreasuryStockAcquiredAverageCostPerShare", |
|
|
"TreasuryStockSharesAcquired", |
|
|
"UnrealizedGainLossOnInvestments", |
|
|
"UnrecognizedTaxBenefits", |
|
|
"UnsecuredDebt", |
|
|
"VariableLeaseCost", |
|
|
"WeightedAverageNumberDilutedSharesOutstandingAdjustment", |
|
|
"WeightedAverageNumberOfDilutedSharesOutstanding", |
|
|
"WeightedAverageNumberOfSharesOutstandingBasic", |
|
|
], |
|
|
} |
|
|
}, |
|
|
"fiscal_period": { |
|
|
"sec": { |
|
|
"multiple_items_allowed": False, |
|
|
"choices": ["fy", "q1", "q2", "q3", "q4"], |
|
|
} |
|
|
}, |
|
|
}, |
|
|
) |
|
|
) |
|
|
|
|
|
@exception_handler |
|
|
@validate |
|
|
def peers( |
|
|
self, |
|
|
symbol: Annotated[str, OpenBBField(description="Symbol to get data for.")], |
|
|
provider: Annotated[ |
|
|
Optional[Literal["fmp"]], |
|
|
OpenBBField( |
|
|
description="The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp." |
|
|
), |
|
|
] = None, |
|
|
**kwargs |
|
|
) -> OBBject: |
|
|
"""Get the closest peers for a given company. |
|
|
|
|
|
Peers consist of companies trading on the same exchange, operating within the same sector |
|
|
and with comparable market capitalizations. |
|
|
|
|
|
|
|
|
Parameters |
|
|
---------- |
|
|
provider : str |
|
|
The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: fmp. |
|
|
symbol : str |
|
|
Symbol to get data for. |
|
|
|
|
|
Returns |
|
|
------- |
|
|
OBBject |
|
|
results : EquityPeers |
|
|
Serializable results. |
|
|
provider : Optional[str] |
|
|
Provider name. |
|
|
warnings : Optional[list[Warning_]] |
|
|
list of warnings. |
|
|
chart : Optional[Chart] |
|
|
Chart object. |
|
|
extra : Dict[str, Any] |
|
|
Extra info. |
|
|
|
|
|
EquityPeers |
|
|
----------- |
|
|
peers_list : list[str] |
|
|
A list of equity peers based on sector, exchange and market cap. |
|
|
|
|
|
Examples |
|
|
-------- |
|
|
>>> from openbb import obb |
|
|
>>> obb.equity.compare.peers(symbol='AAPL', provider='fmp') |
|
|
""" |
|
|
|
|
|
return self._run( |
|
|
"/equity/compare/peers", |
|
|
**filter_inputs( |
|
|
provider_choices={ |
|
|
"provider": self._get_provider( |
|
|
provider, |
|
|
"equity.compare.peers", |
|
|
("fmp",), |
|
|
) |
|
|
}, |
|
|
standard_params={ |
|
|
"symbol": symbol, |
|
|
}, |
|
|
extra_params=kwargs, |
|
|
) |
|
|
) |
|
|
|