Man pages for TracyRage/fun_valuation
Personal fundamental analysis tool

analyze_start_up_firmGet the posterior distribution of value-per-share parameter...
analyze_two_stage_growth_firmGet the posterior distribution of value-per-share parameter...
consolidate_balance_sheetGet consolidated balance sheet from the filing
consolidate_cash_flowGet consolidated cash flow from the filing
get_acc_payGet accounts payable from the balance sheet
get_acc_recGet accounts receivable from the balance sheet
get_acquisitionCapitalize Acquisition (-5 years)
get_all_10k_filingsFetch the links of all the 10-K filings (specific company)
get_all_industries_summaryGet summarized industry data (complete pipeline)
get_amortization_10Capitalize R&D (-10 years)
get_amortization_2Capitalize R&D (-2 years)
get_amortization_3Capitalize R&D (-3 years)
get_amortization_5Capitalize R&D (-5 years)
get_amortization_filingGet amortization from the filing
get_balance_namesGet the filings parameters names (Balance Sheet)
get_betaCalculate Levered Beta & Unlevered beta
get_beta_start_upCalculate the first 5Y cost of equity, debt ratio, and cost...
get_bulk_capexGet CapEx data frames
get_bulk_cashGet cash data frames
get_bulk_ebitGet EBIT data frames
get_bulk_equityGet equity data frames
get_bulk_long_debtGet long debt data frames
get_bulk_revenuesGet Revenues data frames
get_bulk_rndGet R&D data frames
get_bulk_short_debtGet current liabilities data frames
get_bulk_valuesGet the parameter values
get_capexGet capex from the balance sheet
get_cashGet cash from the balance sheet
get_cash_flowCalculate cash flows
get_cash_flow_namesGet the filings parameters names (StatementsOfCashFlows)
get_cash_namesGet the filings parameters names (StatementsOfCashFlows)
get_cost_capitalCalculate Cost of Capital
get_cost_debtCalculate Cost of Debt
get_cost_equityCalculate Cost of Equity
get_data_cleanGet summarized industry data
get_dynamic_growthCalculate Expected Growth rate (changing ROIC)
get_equityGet equity from the balance sheet
get_equity_valueCalculate equity value (LEGACY)
get_expenseGet interest expense from the income statement
get_fcffGet FCFF 5Y ahead (LEGACY)
get_filingCall SEC API and fetch company filing
get_filing_leasesGet leases from the filing
get_formatted_valueFormat the parameter values and calculate median
get_goodwillGet goodwiil from the balance sheet
get_growth_flowCalculate growth firm cash flows (start-ups)
get_growth_taxesHelper function for get_growth_flow
get_industry_filingsFetch the company filings that represent an industry
get_industry_linksFetch the sample of tickers links
get_industry_tickersFetch representative tickers of a specific industry
get_inventoryGet inventory from the balance sheet
get_leasesCapitalize future leases
get_long_debtGet debt long from the balance sheet
get_marginsCalculate revenues, EBIT, operating margins dynamics (last...
get_market_securityGet market securities from the balance sheet
get_net_capexCalculate Net Capital Expenditures (Net CapEx)
get_nolHelper function for get_growth_flow
get_operating_assetsCalculate Value of Operating Assets (value/share)
get_operating_incomeGet operating income from the income statement
get_revenue_dynamicGet revenue evolution for the past 5Y (start-ups)
get_revenuesGet revenues from the income statement
get_rndGet R&D from the income statement
get_roeCalculate ROE
get_roicCalculate ROIC
get_rrCalculate Reinvestment Rate
get_shares_outGet shares outstanding
get_short_debtGet debt current from the balance sheet
get_single_valuesGet parameter formatted values
get_single_values_2Get parameter formatted values (Balance Sheet)
get_stable_growthCalculate Expected Growth Rate (stable ROIC)
get_stable_operating_assetsCalculate FCFF and Value of Operating Assets for stable...
get_stan_ebit_flowGet the posterior distribution of after_tax EBITs 5Y ahead...
get_stan_npvGet the posterior distribution of NPV (LEGACY)
get_stan_terminal_ebitGet the posterior distribution of terminal year EBIT (LEGACY)
get_stan_terminal_valueGet the posterior distribution of terminal value
get_stan_value_per_shareCalculate value per share posterior (LEGACY)
get_statement_namesGet the filings parameters names (Statements of Income)
get_terminal_valueCalculate Terminal Value
get_tvHelper function for get_growth_value
get_tv_valueCalculate terminal value (LEGACY)
get_working_capCalculate working capital
lease_adjustmentCalculate lease adjustment to EBIT
rnd_adjustmentCalculate R&D adjustment to EBIT
TracyRage/fun_valuation documentation built on Jan. 29, 2023, 8:41 a.m.