예제 #1
0
 def __build_data_param(self, param):
     analyzer = DupontAnalyzer(stock_symbol=param['stock_symbol'],
                               period=param['period'])
     roe = analyzer.get_roe().get()
     roa = analyzer.get_roa().get()
     ros = analyzer.get_ros().get()
     ato = analyzer.get_ato().get()
     equity_multiplier = analyzer.get_equity_multiplier().get()
     return {
         'roe': {
             'value': roe,
             'format': 'percentage',
         },
         'roa': {
             'value': roa,
             'format': 'percentage',
         },
         'ros': {
             'value': ros,
             'format': 'percentage',
         },
         'ato': {
             'value': ato,
             'format': 'percentage',
         },
         'equity_multiplier': {
             'value': equity_multiplier,
             'format': 'float',
         },
     }
예제 #2
0
 def __build_data_param(self, param):
     analyzer = DupontAnalyzer(stock_symbol=param['stock_symbol'], period=param['period'])
     roe = analyzer.get_roe().get()
     roa = analyzer.get_roa().get()
     ros = analyzer.get_ros().get()
     ato = analyzer.get_ato().get()
     equity_multiplier = analyzer.get_equity_multiplier().get()
     return {
         'roe' : { 
             'value' : roe,
             'format' : 'percentage',
         },
         'roa' : {
             'value' : roa,
             'format' : 'percentage',
         },
         'ros' : {
             'value' : ros,
             'format' : 'percentage', 
         },
         'ato' : {
             'value' : ato,
             'format' : 'percentage',
         },
         'equity_multiplier' : {
             'value' : equity_multiplier,
             'format' : 'float',
         },
     }
예제 #3
0
    def test_get_analysis_1101(self):
        analyzer = DupontAnalyzer(stock_symbol='1101', period='Q')
        roe = analyzer.get_roe().get_map()
        self.assertAlmostEqual(roe[datetime.date(2015, 6, 30)],
                               0.0174,
                               places=4)
        self.assertAlmostEqual(roe[datetime.date(2015, 3, 31)],
                               0.0060,
                               places=4)

        roa = analyzer.get_roa().get_map()
        self.assertAlmostEqual(roa[datetime.date(2015, 6, 30)],
                               0.0093,
                               places=4)
        self.assertAlmostEqual(roa[datetime.date(2015, 3, 31)],
                               0.0033,
                               places=4)

        ros = analyzer.get_ros().get_map()
        self.assertAlmostEqual(ros[datetime.date(2015, 6, 30)],
                               0.1091,
                               places=4)
        self.assertAlmostEqual(ros[datetime.date(2015, 3, 31)],
                               0.0455,
                               places=4)

        ato = analyzer.get_ato().get_map()
        self.assertAlmostEqual(ato[datetime.date(2015, 6, 30)],
                               0.0848,
                               places=4)
        self.assertAlmostEqual(ato[datetime.date(2015, 3, 31)],
                               0.0736,
                               places=4)

        equity_multiplier = analyzer.get_equity_multiplier().get_map()
        self.assertAlmostEqual(equity_multiplier[datetime.date(2015, 6, 30)],
                               1.8828,
                               places=4)
        self.assertAlmostEqual(equity_multiplier[datetime.date(2015, 3, 31)],
                               1.7966,
                               places=4)
예제 #4
0
    def test_get_analysis_1101(self):
        analyzer = DupontAnalyzer(stock_symbol='1101', period='Q')
        roe = analyzer.get_roe().get_map()
        self.assertAlmostEqual(roe[datetime.date(2015, 6, 30)], 0.0174, places=4)
        self.assertAlmostEqual(roe[datetime.date(2015, 3, 31)], 0.0060, places=4)

        roa = analyzer.get_roa().get_map()
        self.assertAlmostEqual(roa[datetime.date(2015, 6, 30)], 0.0093, places=4)
        self.assertAlmostEqual(roa[datetime.date(2015, 3, 31)], 0.0033, places=4)

        ros = analyzer.get_ros().get_map()
        self.assertAlmostEqual(ros[datetime.date(2015, 6, 30)], 0.1091, places=4)
        self.assertAlmostEqual(ros[datetime.date(2015, 3, 31)], 0.0455, places=4)

        ato = analyzer.get_ato().get_map()
        self.assertAlmostEqual(ato[datetime.date(2015, 6, 30)], 0.0848, places=4)
        self.assertAlmostEqual(ato[datetime.date(2015, 3, 31)], 0.0736, places=4)

        equity_multiplier = analyzer.get_equity_multiplier().get_map()
        self.assertAlmostEqual(equity_multiplier[datetime.date(2015, 6, 30)], 1.8828, places=4)
        self.assertAlmostEqual(equity_multiplier[datetime.date(2015, 3, 31)], 1.7966, places=4)