da_yr, da_qtr = WS_retrieve_custom(da_item['Item'], da_item['Table'],
Code_lst, 'sum', bkfil,
**add_lback_kwarg)
# Price
mc_samp = WS_currVal(seq_DT_long,
Item=mc_item['Item'],
Table=mc_item['Table'],
Name=mc_item.name,
Code=Code_lst)
mc_samp = find_n_mod_error(mc_samp)
# <<Year>>
fill_cols = ['FiscalPrd', 'CalPrdEndDate', 'Value_', 'FILLyr']
eb_yr_samp = WS_resample(seq_DT_long, eb_yr, fill_cols=fill_cols)
da_yr_samp = WS_resample(seq_DT_long, da_yr, fill_cols=fill_cols)
eba_yr_samp = align_add(eb_yr_samp, da_yr_samp)
ebitda2p_yr_samp = simple_div(eba_yr_samp, mc_samp)
ebitda2p_yr_samp = Conv_Historical_Val3(ebitda2p_yr_samp,
freq=freq,
bkfil=bkfil)
# <<Qtr>>
fill_cols = [
'FiscalPrd', 'FiscalPrd2', 'CalPrdEndDate', 'Value_', 'FILLyr'
]
eb_qtr_samp = WS_resample(seq_DT_long, eb_qtr, fill_cols=fill_cols)
da_qtr_samp = WS_resample(seq_DT_long, da_qtr, fill_cols=fill_cols)
eba_qtr_samp = align_add(eb_qtr_samp, da_qtr_samp)
ebitda2p_qtr_samp = simple_div(eba_qtr_samp, mc_samp)
**add_lback_kwarg)
# Minority Interest
mi_yr, mi_qtr = WS_retrieve_custom(mi_item['Item'], mi_item['Table'],
Code_lst, 'avg', bkfil,
**add_lback_kwarg)
# Year
fill_cols = ['FiscalPrd', 'CalPrdEndDate', 'Value_', 'FILLyr']
cf_yr_samp = WS_resample(seq_DT, cf_yr, fill_cols=fill_cols)
cx_yr_samp = WS_resample(seq_DT, cx_yr, fill_cols=fill_cols)
db_yr_samp = WS_resample(seq_DT, db_yr, fill_cols=fill_cols)
eq_yr_samp = WS_resample(seq_DT, eq_yr, fill_cols=fill_cols)
mi_yr_samp = WS_resample(seq_DT, mi_yr, fill_cols=fill_cols)
fcf_yr_samp = align_subtract(cf_yr_samp, cx_yr_samp)
ic_yr_samp = align_add(db_yr_samp, eq_yr_samp, mi_yr_samp)
fcfroic_yr_samp = align_div(fcf_yr_samp, ic_yr_samp)
cfroic_yr_samp = align_div(cf_yr_samp, ic_yr_samp)
DF_fcfroic_yr = DF_fcfroic_yr.append(fcfroic_yr_samp, sort=False)
DF_cfroic_yr = DF_cfroic_yr.append(cfroic_yr_samp, sort=False)
# Quarter
fill_cols = [
'FiscalPrd', 'FiscalPrd2', 'CalPrdEndDate', 'Value_', 'FILLyr'
]
cf_qtr_samp = WS_resample(seq_DT, cf_qtr, fill_cols=fill_cols)
cx_qtr_samp = WS_resample(seq_DT, cx_qtr, fill_cols=fill_cols)
db_qtr_samp = WS_resample(seq_DT, db_qtr, fill_cols=fill_cols)
eq_qtr_samp = WS_resample(seq_DT, eq_qtr, fill_cols=fill_cols)
# Revenue
b_yr, b_qtr = WS_retrieve_custom(rev_item['Item'], rev_item['Table'],
Code_lst, 'sum', bkfil, **add_lback_kwarg)
# <<Year>>
fill_cols = ['FiscalPrd', 'CalPrdEndDate', 'Value_', 'FILLyr']
a_yr_samp = WS_resample(seq_DT_long, a_yr, fill_cols=fill_cols)
a1_yr_samp = WS_resample(seq_DT_long, a1_yr, fill_cols=fill_cols)
a2_yr_samp = WS_resample(seq_DT_long, a2_yr, fill_cols=fill_cols)
b_yr_samp = WS_resample(seq_DT_long, b_yr, fill_cols=fill_cols)
# Margin
nm_yr_samp = align_div(a_yr_samp, b_yr_samp)
nm_yr_samp['Value_'] = 100 * nm_yr_samp['Value_']
ebitda_yr_samp = align_add(a1_yr_samp, a2_yr_samp)
tmp_col = ['BASE_DT', 'Code', 'FiscalPrd', 'Value_']
ebitdam_yr_samp = align_div(ebitda_yr_samp[tmp_col], b_yr_samp)
ebitdam_yr_samp['Value_'] = 100 * ebitdam_yr_samp['Value_']
opm_yr_samp = align_div(a1_yr_samp, b_yr_samp)
opm_yr_samp['Value_'] = 100 * opm_yr_samp['Value_']
# Margin Chg
nm_yr_chg_samp = get_HistChgAvg(nm_yr_samp, 2, 1, buffer=2 / 3)
opm_yr_chg_samp = get_HistChgAvg(opm_yr_samp, 2, 1, buffer=2 / 3)
ebitdam_yr_chg_samp = get_HistChgAvg(ebitdam_yr_samp, 2, 1, buffer=2 / 3)
# <<Quarter>>
fill_cols = [
'FiscalPrd', 'FiscalPrd2', 'CalPrdEndDate', 'Value_', 'FILLyr'
dv_yr, dv_qtr = WS_retrieve_custom(dv_item['Item'], dv_item['Table'],
Code_lst, 'sum', bkfil,
**add_lback_kwarg)
# Capex
cx_yr, cx_qtr = WS_retrieve_custom(cx_item['Item'], cx_item['Table'],
Code_lst, 'sum', bkfil,
**add_lback_kwarg)
# Year
fill_cols = ['FiscalPrd', 'CalPrdEndDate', 'Value_', 'FILLyr']
cf_yr_samp = WS_resample(seq_DT, cf_yr, fill_cols=fill_cols)
dv_yr_samp = WS_resample(seq_DT, dv_yr, fill_cols=fill_cols)
cx_yr_samp = WS_resample(seq_DT, cx_yr, fill_cols=fill_cols)
cols = ['BASE_DT', 'Code', 'FiscalPrd', 'Value_']
cc_yr_samp = align_add(cf_yr_samp, dv_yr_samp)
cacqr_yr_samp = align_div(cc_yr_samp[cols], cx_yr_samp)
DF_CAcqR_yr = DF_CAcqR_yr.append(cacqr_yr_samp, sort=False)
# Quarter
fill_cols = [
'FiscalPrd', 'FiscalPrd2', 'CalPrdEndDate', 'Value_', 'FILLyr'
]
cf_qtr_samp = WS_resample(seq_DT, cf_qtr, fill_cols=fill_cols)
dv_qtr_samp = WS_resample(seq_DT, dv_qtr, fill_cols=fill_cols)
cx_qtr_samp = WS_resample(seq_DT, cx_qtr, fill_cols=fill_cols)
cols = ['BASE_DT', 'Code', 'FiscalPrd', 'Value_']
cc_qtr_samp = align_add(cf_qtr_samp, dv_qtr_samp)
cacqr_qtr_samp = align_div(cc_qtr_samp[cols], cx_qtr_samp)