R/data-sp500.R

In OpenIntroStat/openintro: Datasets and Supplemental Functions from 'OpenIntro' Textbooks and Labs

#' Financial information for 50 S&P 500 companies
#'
#' Fifty companies were randomly sampled from the 500 companies in the S&P 500,
#' and their financial information was collected on March 8, 2012.
#'
#'
#' @name sp500
#' @docType data
#' @format A data frame with 50 observations on the following 12 variables.
#' \describe{
#' \item{market_cap}{Total value of all company shares, in millions of
#' dollars.}
#' \item{stock}{The name of the stock (e.g. \code{AAPL} for Apple).}
#' \item{ent_value}{Enterprise value, which is an alternative to market cap that
#' also accounts for things like cash and debt, in millions of dollars.}
#' \item{trail_pe}{The market cap divided by the earnings (profits) over the last
#' year.}
#' \item{forward_pe}{The market cap divided by the forecasted earnings (profits)
#' over the next year.}
#' \item{ev_over_rev}{Enterprise value divided by the company's revenue.}
#' \item{profit_margin}{Percent of earnings that are profits.}
#' \item{revenue}{Revenue, in millions of dollars.}
#' \item{growth}{Quartly revenue growth (year over year), in millions of dollars.}
#' \item{earn_before}{Earnings before interest, taxes, depreciation, and
#' amortization, in millions of dollars.}
#' \item{cash}{Total cash, in millions of dollars.}
#' \item{debt}{Total debt, in millions of dollars.}
#' }
#' @source Yahoo! Finance, retrieved 2012-03-08.
#' @keywords datasets SP 500 stocks financial money
#' @examples
#'
#' library(ggplot2)
#'
#' ggplot(sp500, aes(x = ent_value, y = earn_before)) +
#'   geom_point() +
#'   labs(x = "Enterprise value", y = "Earnings")
#'
#' ggplot(sp500, aes(x = ev_over_rev, y = forward_pe)) +
#'   geom_point() +
#'   labs(
#'     x = "Enterprise value / revenue, logged",
#'     y = "Market cap / forecasted earnings, logged"
#'   )
#'
#' ggplot(sp500, aes(x = ent_value, y = earn_before)) +
#'   geom_point() +
#'   scale_x_log10() +
#'   scale_y_log10() +
#'   labs(x = "Enterprise value", y = "Earnings")
#'
#' ggplot(sp500, aes(x = ev_over_rev, y = forward_pe)) +
#'   geom_point() +
#'   scale_x_log10() +
#'   scale_y_log10() +
#'   labs(
#'     x = "Enterprise value / revenue, logged",
#'     y = "Market cap / forecasted earnings, logged"
#'   )
"sp500"