Update StockFinancial model (net income, EPS, and parent net income loss)

[justinpolygon]

Enhance StockFinancial model with additional financial fields for net income, EPS, and parent net income loss.

Here's an example:

from polygon import RESTClient

client = RESTClient()  # POLYGON_API_KEY environment variable is used

financials = []
for f in client.vx.list_stock_financials("AAPL", filing_date="2024-11-01"):
    financials.append(f)
print(financials)

Here's the output:

$ python3 examples/rest/stocks-stock_financials.py

[
    StockFinancial(
        cik="0000320193",
        company_name="Apple Inc.",
        end_date="2024-09-28",
        filing_date="2024-11-01",
        financials=Financials(
            balance_sheet={
                "liabilities": DataPoint(
                    label="Liabilities",
                    order=600,
                    unit="USD",
                    value=308030000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "equity": DataPoint(
                    label="Equity",
                    order=1400,
                    unit="USD",
                    value=56950000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "assets": DataPoint(
                    label="Assets",
                    order=100,
                    unit="USD",
                    value=364980000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "other_current_liabilities": DataPoint(
                    label="Other Current Liabilities",
                    order=740,
                    unit="USD",
                    value=107432000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "liabilities_and_equity": DataPoint(
                    label="Liabilities And Equity",
                    order=1900,
                    unit="USD",
                    value=364980000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "other_noncurrent_assets": DataPoint(
                    label="Other Non-current Assets",
                    order=350,
                    unit="USD",
                    value=166313000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "noncurrent_liabilities": DataPoint(
                    label="Noncurrent Liabilities",
                    order=800,
                    unit="USD",
                    value=131638000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "accounts_payable": DataPoint(
                    label="Accounts Payable",
                    order=710,
                    unit="USD",
                    value=68960000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "other_noncurrent_liabilities": DataPoint(
                    label="Other Non-current Liabilities",
                    order=820,
                    unit="USD",
                    value=34976000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "equity_attributable_to_noncontrolling_interest": DataPoint(
                    label="Equity Attributable To Noncontrolling Interest",
                    order=1500,
                    unit="USD",
                    value=0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "inventory": DataPoint(
                    label="Inventory",
                    order=230,
                    unit="USD",
                    value=7286000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "long_term_debt": DataPoint(
                    label="Long-term Debt",
                    order=810,
                    unit="USD",
                    value=96662000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "other_current_assets": DataPoint(
                    label="Other Current Assets",
                    order=250,
                    unit="USD",
                    value=145701000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "equity_attributable_to_parent": DataPoint(
                    label="Equity Attributable To Parent",
                    order=1600,
                    unit="USD",
                    value=56950000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "current_liabilities": DataPoint(
                    label="Current Liabilities",
                    order=700,
                    unit="USD",
                    value=176392000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "noncurrent_assets": DataPoint(
                    label="Noncurrent Assets",
                    order=300,
                    unit="USD",
                    value=211993000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "current_assets": DataPoint(
                    label="Current Assets",
                    order=200,
                    unit="USD",
                    value=152987000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "fixed_assets": DataPoint(
                    label="Fixed Assets",
                    order=320,
                    unit="USD",
                    value=45680000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
            },
            cash_flow_statement={
                "net_cash_flow_continuing": DataPoint(
                    label="Net Cash Flow, Continuing",
                    order=1200,
                    unit="USD",
                    value=-794000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "net_cash_flow_from_investing_activities_continuing": DataPoint(
                    label="Net Cash Flow From Investing Activities, Continuing",
                    order=500,
                    unit="USD",
                    value=2935000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "net_cash_flow": DataPoint(
                    label="Net Cash Flow",
                    order=1100,
                    unit="USD",
                    value=-794000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "net_cash_flow_from_operating_activities_continuing": DataPoint(
                    label="Net Cash Flow From Operating Activities, Continuing",
                    order=200,
                    unit="USD",
                    value=118254000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "net_cash_flow_from_financing_activities_continuing": DataPoint(
                    label="Net Cash Flow From Financing Activities, Continuing",
                    order=800,
                    unit="USD",
                    value=-121983000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "net_cash_flow_from_investing_activities": DataPoint(
                    label="Net Cash Flow From Investing Activities",
                    order=400,
                    unit="USD",
                    value=2935000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "net_cash_flow_from_financing_activities": DataPoint(
                    label="Net Cash Flow From Financing Activities",
                    order=700,
                    unit="USD",
                    value=-121983000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "net_cash_flow_from_operating_activities": DataPoint(
                    label="Net Cash Flow From Operating Activities",
                    order=100,
                    unit="USD",
                    value=118254000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
            },
            comprehensive_income={
                "other_comprehensive_income_loss": DataPoint(
                    label="Other Comprehensive Income/Loss",
                    order=400,
                    unit="USD",
                    value=98016000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "comprehensive_income_loss_attributable_to_parent": DataPoint(
                    label="Comprehensive Income/Loss Attributable To Parent",
                    order=300,
                    unit="USD",
                    value=98016000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "other_comprehensive_income_loss_attributable_to_parent": DataPoint(
                    label="Other Comprehensive Income/Loss Attributable To Parent",
                    order=600,
                    unit="USD",
                    value=4280000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "comprehensive_income_loss_attributable_to_noncontrolling_interest": DataPoint(
                    label="Comprehensive Income/Loss Attributable To Noncontrolling Interest",
                    order=200,
                    unit="USD",
                    value=0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "comprehensive_income_loss": DataPoint(
                    label="Comprehensive Income/Loss",
                    order=100,
                    unit="USD",
                    value=98016000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
            },
            income_statement={
                "net_income_loss_attributable_to_parent": DataPoint(
                    label="Net Income/Loss Attributable To Parent",
                    order=3500,
                    unit="USD",
                    value=93736000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "net_income_loss": DataPoint(
                    label="Net Income/Loss",
                    order=3200,
                    unit="USD",
                    value=93736000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "nonoperating_income_loss": DataPoint(
                    label="Nonoperating Income/Loss",
                    order=900,
                    unit="USD",
                    value=269000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "gross_profit": DataPoint(
                    label="Gross Profit",
                    order=800,
                    unit="USD",
                    value=180683000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "participating_securities_distributed_and_undistributed_earnings_loss_basic": DataPoint(
                    label="Participating Securities, Distributed And Undistributed Earnings/Loss, Basic",
                    order=3800,
                    unit="USD",
                    value=0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "diluted_average_shares": DataPoint(
                    label="Diluted Average Shares",
                    order=4500,
                    unit="shares",
                    value=15408095000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "operating_expenses": DataPoint(
                    label="Operating Expenses",
                    order=1000,
                    unit="USD",
                    value=57467000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "operating_income_loss": DataPoint(
                    label="Operating Income/Loss",
                    order=1100,
                    unit="USD",
                    value=123216000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "income_loss_from_continuing_operations_after_tax": DataPoint(
                    label="Income/Loss From Continuing Operations After Tax",
                    order=1400,
                    unit="USD",
                    value=93736000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "revenues": DataPoint(
                    label="Revenues",
                    order=100,
                    unit="USD",
                    value=391035000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "benefits_costs_expenses": DataPoint(
                    label="Benefits Costs and Expenses",
                    order=200,
                    unit="USD",
                    value=267550000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "income_tax_expense_benefit": DataPoint(
                    label="Income Tax Expense/Benefit",
                    order=2200,
                    unit="USD",
                    value=29749000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "costs_and_expenses": DataPoint(
                    label="Costs And Expenses",
                    order=600,
                    unit="USD",
                    value=267550000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "preferred_stock_dividends_and_other_adjustments": DataPoint(
                    label="Preferred Stock Dividends And Other Adjustments",
                    order=3900,
                    unit="USD",
                    value=0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "basic_earnings_per_share": DataPoint(
                    label="Basic Earnings Per Share",
                    order=4200,
                    unit="USD / shares",
                    value=6.11,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "diluted_earnings_per_share": DataPoint(
                    label="Diluted Earnings Per Share",
                    order=4300,
                    unit="USD / shares",
                    value=6.08,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "basic_average_shares": DataPoint(
                    label="Basic Average Shares",
                    order=4400,
                    unit="shares",
                    value=15343783000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "selling_general_and_administrative_expenses": DataPoint(
                    label="Selling, General, and Administrative Expenses",
                    order=1010,
                    unit="USD",
                    value=26097000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "research_and_development": DataPoint(
                    label="Research and Development",
                    order=1030,
                    unit="USD",
                    value=31370000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "net_income_loss_available_to_common_stockholders_basic": DataPoint(
                    label="Net Income/Loss Available To Common Stockholders, Basic",
                    order=3700,
                    unit="USD",
                    value=93736000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "cost_of_revenue": DataPoint(
                    label="Cost Of Revenue",
                    order=300,
                    unit="USD",
                    value=210352000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "net_income_loss_attributable_to_noncontrolling_interest": DataPoint(
                    label="Net Income/Loss Attributable To Noncontrolling Interest",
                    order=3300,
                    unit="USD",
                    value=0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
                "income_loss_from_continuing_operations_before_tax": DataPoint(
                    label="Income/Loss From Continuing Operations Before Tax",
                    order=1500,
                    unit="USD",
                    value=123485000000.0,
                    derived_from=None,
                    formula=None,
                    source=None,
                    xpath=None,
                ),
            },
        ),
        fiscal_period="TTM",
        fiscal_year="2024",
        source_filing_file_url="http://api.polygon.io/v1/reference/sec/filings/0000320193-24-000123/files/aapl-20240928_htm.xml",
        source_filing_url="https://api.polygon.io/v1/reference/sec/filings/0000320193-24-000123",
        start_date="2023-10-01",
    )
]