As you may have noticed in my previous stories, I like having fun by tracking institutional investor portfolios. In this post we will keep having fun by analysing institutional investors stocks holdings with Python. To be more precise, we will look at how many institutional investors hold a given stock…

Profitability ratios are financial metrics offering insights on how efficient a company is able to generate earnings. — In this post, we will perform a profitability margin analysis with Python by comparing profitability ratios across peer companies. Below are the 5 different related profitability ratios that we will calculate and analyse: Net Profit Margin Gross Profit Operating Profit Return on Assets

Retrieving company financials from Yahoo Finance — Originally published at https://codingandfun.com on January 20, 2021. In this post, we are going to learn about a super easy to use Python package to retrieve financial data from Yahoo Finance. We will cover the main functionalities of the yfinance library. This will lead us to retrieve both, company financial…

Build a Python script to send you an email every time the price of your favourite stock goes down in price. — During this story, we are going to create a stock price tracker with Python. That is, a Python script that will send us an email every time the price of a particular stock goes below our valuation threshold. Apple Stock Price Tracker To build the stock price tracker with Python we will track the…

Building a Python script to analyse company earning calls. — During this post, we will extract the main key points on the company recent and future performance as stated by management in the latest earning calls. The code will be very simple. We will pass the ticker of any company of our interest and the outcome will be an amazing…

Calculating a company degree of financial leverage — In this article, we are going to learn how to analyse companies leverage with Python. First, we will start with a short introduction on what is leverage and how to interpret it. Then, we will move to Python to learn how to calculate the degree of financial leverage. …

Valuing Google using the DCF method and Python. — During this post, we are going to use the Discounted Cash Flow method with Python to value a company. The DCF model that we will build is going to be dynamic. …

Building a model to estimate WACC using Python — In this post, we are going to learn how to build a model to calculate a firm weighted average cost of capital (WACC) with Python. We will learn what is WACC and how to calculate it step by step. …

Building a model based on financial ratios with Python — During this post, we are going to build an investment model to find out attractive stocks based on financial ratios using Python. We will screen all technology related stocks in the Nasdaq exchange. Then, we will get the main financial ratios for each stock. …