Financials on Chart

21 giu 2021

█ OVERVIEW

This indicator displays your choice of up to 9 fundamentals on your chart.


█ FEATURES

You can configure the following attributes of the display:
 • Its position on your chart.
 • Automatic or custom height and width of rows.
 • The size and color of text.
 • The default background color (you can override it with a custom color for individual values).
 • Conversion of values expressed in USD to one of the major currencies. Financials are normally expressed in quote currency.
     Conversion to other currencies is only done when the symbol's quote currency is USD.
 • Choose if the currency used for the financials is displayed. Note that some financials are calculated values that are not expressed in currency units.
  No currency will be displayed for these values.
 • Abbreviate large values.

For each value, you may:
 • Pick one of the 222 financials available in Pine, or one of five values calculated from the financials (Market Cap, Earnings​ Yield​, P/B Ratio, P/E Ratio​ and Price-To-Sales Ratio).
 • Choose a period (see the "i" icon near the first value's fields in the script's inputs for a list of exceptions).
 • Specify the value's precision.
 • Change the legend displayed with the value.
 • Adjust the text's size.
 • Use a custom background.


█ LIMITATIONS

When changing the indicator's inputs, allow a few seconds for the change to be reflected in the display.

If your chart displays a symbol for which the configured financials cannot be fetched, an error will occur.

Not all periods are available for all fundamentals or for all markets. What financial data is available in Pine? will give you an overview of the available periods for each value. The page also contains the formulas used for the five values we calculate from the financials. This page shows the typical reporting frequency for different countries.


█ FINANCIALS

See What is Financial Data? and Why does Financial Data differ from other sources? for more information on the data used by this indicator.

This lists all the financials. Clicking on one will bring up more information about it:

CALCULATED
 Market Capitalization
 Earnings Yield
 Price Book Ratio
 Price Earnings Ratio
 Price-To-Sales Ratio

INCOME STATEMENTS
 After tax other income/expense
 Average basic shares outstanding
 Other COGS
 Cost of goods
 Deprecation and amortization
 Diluted net income available to common stockholders
 Diluted shares outstanding
 Dilution adjustment
 Discontinued operations
 Basic EPS
 Diluted EPS
 EBIT
 EBITDA
 Equity in earnings
 Gross profit
 Taxes
 Interest capitalized
 Interest expense on debt
 Non-controlling/minority interest
 Net income before discontinued operations
 Net income
 Non-operating income, excl. interest expenses
 Interest expense, net of interest capitalized
 Non-operating interest income
 Operating income
 Operating expenses (excl. COGS)
 Miscellaneous non-operating expense
 Other operating expenses, total
 Preferred dividends
 Pretax equity in earnings
 Pretax income
 Research & development
 Selling/general/admin expenses, other
 Selling/general/admin expenses, total
 Non-operating income, total
 Total operating expenses
 Total revenue
 Unusual income/expense

BALANCE​ SHEET​
 Accounts payable
 Accounts receivable - trade, net
 Accrued payroll
 Accumulated depreciation, total
 Additional paid-in capital/Capital surplus
 Tangible book value per share
 Book value per share
 Capitalized lease obligations
 Capital and operating lease obligations
 Cash & equivalents
 Cash and short term investments
 Common equity, total
 Common stock par/Carrying value
 Current portion of LT debt and capital leases
 Deferred income, current
 Deferred income, non-current
 Deferred tax assets
 Deferred tax liabilities
 Dividends payable
 Goodwill, net
 Income tax payable
 Net intangible assets
 Inventories - finished goods
 Inventories - progress payments & other
 Inventories - raw materials
 Inventories - work in progress
 Investments in unconsolidated subsidiaries
 Long term debt excl. lease liabilities
 Long term debt
 Long term investments
 Note receivable - long term
 Other long term assets, total
 Minority interest
 Notes payable
 Operating lease liabilities
 Other common equity
 Other current assets, total
 Other current liabilities
 Other intangibles, net
 Other investments
 Other liabilities, total
 Other receivables
 Other short term debt
 Paid in capital
 Gross property/plant/equipment
 Net property/plant/equipment
 Preferred stock, carrying value
 Prepaid expenses
 Provision for risks & charge
 Retained earnings
 Short term debt excl. current portion of LT debt
 Short term debt
 Short term investments
 Shareholders' equity
 Total assets
 Total current assets
 Total current liabilities
 Total debt
 Total equity
 Total inventory
 Total liabilities
 Total liabilities & shareholders' equities
 Total non-current assets
 Total non-current liabilities
 Total receivables, net
 Treasury stock - common

CASHFLOW​
 Amortization
 Capital expenditures - fixed assets
 Capital expenditures
 Capital expenditures - other assets
 Cash from financing activities
 Cash from investing activities
 Cash from operating activities
 Deferred taxes (cash flow)
 Depreciation & amortization (cash flow)
 Change in accounts payable
 Change in accounts receivable
 Change in accrued expenses
 Change in inventories
 Change in other assets/liabilities
 Change in taxes payable
 Changes in working capital
 Common dividends paid
 Depreciation/depletion
 Free cash flow
 Funds from operations
 Issuance/retirement of debt, net
 Issuance/retirement of long term debt
 Issuance/retirement of other debt
 Issuance/retirement of short term debt
 Issuance/retirement of stock, net
 Net income (cash flow)
 Non-cash items
 Other financing cash flow items, total
 Financing activities - other sources
 Financing activities - other uses
 Other investing cash flow items, total
 Investing activities - other sources
 Investing activities - other uses
 Preferred dividends paid
 Purchase/acquisition of business
 Purchase of investments
 Repurchase of common & preferred stock
 Purchase/sale of business, net
 Purchase/sale of investments, net
 Reduction of long term debt
 Sale of common & preferred stock
 Sale of fixed assets & businesses
 Sale/maturity of investments
 Issuance of long term debt
 Total cash dividends paid

STATISTICS
 Accruals
 Altman Z-score
 Asset turnover
 Beneish M-score
 Buyback yield %
 Cash conversion cycle
 Cash to debt ratio
 COGS to revenue ratio
 Current ratio
 Days sales outstanding
 Days inventory
 Days payable
 Debt to assets ratio
 Debt to EBITDA ratio
 Debt to equity ratio
 Debt to revenue ratio
 Dividend payout ratio %
 Dividend yield %
 Dividends per share - common stock primary issue
 EPS estimates
 EPS basic one year growth
 EPS diluted one year growth
 EBITDA margin %
 Effective interest rate on debt %
 Enterprise value to EBITDA ratio
 Enterprise value
 Equity to assets ratio
 Enterprise value to EBIT ratio
 Enterprise value to revenue ratio
 Float shares outstanding
 Free cash flow margin %
 Fulmer H factor
 Goodwill to assets ratio
 Graham's number
 Gross margin %
 Gross profit to assets ratio
 Interest coverage
 Inventory to revenue ratio
 Inventory turnover
 KZ index
 Long term debt to total assets ratio
 Net current asset value per share
 Net income per employee
 Net margin %
 Number of employees
 Operating earnings yield %
 Operating margin %
 PEG ratio
 Piotroski F-score
 Price earnings ratio forward
 Price sales ratio forward
 Price to free cash flow ratio
 Price to tangible book ratio
 Quality ratio
 Quick ratio
 Research & development to revenue ratio
 Return on assets %
 Return on equity adjusted to book value %
 Return on equity %
 Return on invested capital %
 Return on tangible assets %
 Return on tangible equity %
 Revenue one year growth
 Revenue per employee
 Revenue estimates
 Shares buyback ratio %
 Sloan ratio %
 Springate score
 Sustainable growth rate
 Tangible common equity ratio
 Tobin's Q (approximate)
 Total common shares outstanding
 Zmijewski score


█ NOTES

This script uses the Pine financial() function to fetch the values it displays.



Look first. Then leap.

16 feb 2022

Note di rilascio

v2
Changed the calculation of Market Capitalization, Earnings Yield, Price Book Ratio, Price Earnings Ratio and Price-To-Sales Ratio so they use the `close` price rather than the `open`.

28 mag 2022

Note di rilascio

Updated to Pine Script™ v5

29 mag 2022

Note di rilascio

v4

Minor change to resolve errors on symbols without financial data.

27 mag 2023

Note di rilascio

v5

 • Fixed a bug that was causing issues in the rendering of certain financial data points.
 • Enhanced the currency conversion process by integrating request.security() and the `currency` parameter directly. This has streamlined the method from two separate functions into a single, more efficient one.
 • Increased the breadth of currency coverage to 20 currencies.
 • Implemented general formatting updates to align with the Pine Script® style guide.