R/company_info.R

In finreportr: Financial Data from U.S. Securities and Exchange Commission

#' Acquire basic company information.
#' 
#' Extracts and displays basic information relating to a given company in a data frame.
#' 
#' @export
#' @import dplyr
#' @param symbol A character vector specifying the stock symbol of the company of interest.
#' @examples
#' \dontrun{
#' CompanyInfo("GOOG")
#' CompanyInfo("TSLA")
#' }

CompanyInfo <- function(symbol) {
     
     options(stringsAsFactors = FALSE)
     
     url <- paste0("https://www.sec.gov/cgi-bin/browse-edgar?CIK=", symbol,
                   "&owner=exclude&action=getcompany&Find=Search")
     search.result <- xml2::read_html(url)
     
     ##   Generic function to extract info
     ExtractInfo <- function(html.node) {
          info <-
               search.result %>%
               rvest::html_nodes(html.node) %>%
               rvest::html_text()
          return(info)
     }
     
     ##   Acquire company name string
     company.name.raw <-
          ExtractInfo(".companyName") %>%
          strsplit(" CIK")
     
     ##   Error message for function
     if(length(company.name.raw) == 0) {
          stop("invalid company symbol")
     }
     
     ##   Parse company name string
     company.name <- company.name.raw[[1]][1]
     
     ##   Acquire CIK number
     CIK.raw <-
          ExtractInfo(".companyName a") %>%
          strsplit(" ")
     
     CIK <- CIK.raw[[1]][1]
     
     ##   Acquire SIC code
     SIC <- ExtractInfo(".identInfo acronym+ a")
     
     ##   Acquire street address
     street.address <- ExtractInfo(".mailer:nth-child(1) .mailerAddress:nth-child(1)")
     
     ##   Acquire city, state, ZIP
     city.state.raw <- ExtractInfo(".mailer:nth-child(1) .mailerAddress+ .mailerAddress")
     city.state <- sub("\\s+$", "", city.state.raw)
     city.state <- gsub("\n", "", city.state)
     
     ##   Fix problems associated with multiple street address lines
     if(length(city.state) == 2){
          street.address <- paste(street.address, city.state[1])
          city.state <- city.state[2]
     }
     
     ##   Acquire fiscal year end
     company.details <-
          ExtractInfo(".identInfo")
     
     fiscal.year.end <-
          gsub("^.*Fiscal Year End: ", "", company.details) %>%
          substr(1,4)
     
     if(fiscal.year.end == "SIC:"){fiscal.year.end <- NA}      ## Fix in case no fiscal year displayed
     
     ##   Acquire state location
     state <-
          gsub("^.*State location: ", "", company.details) %>%
          substr(1,2)
     
     ##   Acquire state of incorporation
     state.inc <-
          gsub("^.*State of Inc.: ", "", company.details) %>%
          substr(1,2)
     
     if(state.inc == "SI"){state.inc <- NA}       ## Fix in case no incorporation year displayed
     
     ##   Create dataframe
     info.df <- data.frame(company = company.name, CIK = CIK, SIC = SIC, 
                           state = state, state.inc = state.inc, 
                           FY.end = fiscal.year.end, 
                           street.address = street.address, city.state = city.state)
     return(info.df)
}