Are a company's reported numbers on the Eikon database for a given financial year?

I am getting fundamental data for the constituents of an index, for a given financial year.

How can I tell if a company's full year financials are on the Eikon database for the chosen year?

Eg if I use get_data to get financials for FY2022, is there a data item I can use that shows whether a company's 2022 numbers are already on the Eikon database? I could look for Revenue being <NA> but some companies revenue item is always NA (eg banks).

below, I'm getting fundamentals for the ASX200 constituents. FOR 2021, some companies will not yet have reported a full year for 2021, and none will have for 2022.

1644990490551.png

Best Answer

  • Jirapongse
    Answer ✓

    @barry.chapman

    You can use a relative period (FY0) instead.

    df, err = ek.get_data('0#.AXJO(2022-01-01)',
                          ['TR.CompanySrcFileDate',
                           'TR.TotalRevenue','TR.TotalRevenue.calcdate','TR.TotalRevenue.fperiod',
                           'TR.BankTotalRevenue','TR.BankTotalRevenue.calcdate','TR.BankTotalRevenue.fperiod'],
                          {'Period':'FY0'})
    df


    For some RICs, such as WBC.AX, the revenue is available in the TR.BankTotalRevenue field.

Answers

  • @barry.chapman so many fields have a toggleable output value - the default is value - but there are also many types of date. For example, try 'TR.TURNOVER.periodenddate' or 'TR.REVENUE'.periodenddate - you have used the .calcdate output value already - its the same concept. So if you select 'Period': 'FY0' the .periodenddate will be the most recent actual. To see what items and parameter settings are available for any field - please use the Data Item Browser App (type DIB into Eikon search bar). I hope this can help.

  • i'm not sure how that works. For example, if I use revenue.periodenddate it seems to be NA if the company hasn't reported the required year, and is set if the company has reported the required year.

    But I am running this command for all stocks in the index, not all have a revenue figure.

    1645092765934.png

    With the call in the screenprint above the data correctly shows that BHP has reported 2021 numbers, but does not show that WBC has also reported 2021 numbers (period end date being blank) as WBC doesn't report a revenue figure.

    Is there a field I can put in the call to get_data for for 0#.AXJO that would indicate, for each constituent, whether or not Ekion has the requested year's numbers on the database for that stock (2021 in this case but that could change, it could be 2022 in the get_data call).