Comparing Fundamentals to previous quarters

Technical Help
#1

Hey Brian,

How can I compare Sharadar fundamentals to previous quarters? For instance:

  • Current Net Debt < Net Debt 1 Quarter Ago
  • Current EVEBITDA < Average EVEBITDA of the last 5 years

I appreciate the help.

Bruno

#2

There is some related sample code for Reuters financials that might be a good starting point:

https://www.quantrocket.com/docs/#fundamental-current-vs-prior-fiscal-period

#3

Yes, I saw that but I'm having trouble putting that into my pipeline. Is there a way?

#4

I suggest calculating the desired data points in a script or notebook, inserting the values into a custom database, and pulling the custom fields (e.g. NetDebt1QtrAgo) into your pipeline.