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A tool for evaluating companies using the Rule #1 investing principles.

Home Page: http://www.isthisstockgood.com

Python 71.30% HTML 20.66% JavaScript 7.90% Shell 0.14%

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isthisstockgood's Issues

Add a scraper for Yahoo Finance

Particularly useful for the analysis. URL = https://finance.yahoo.com/quote/<symbol>/analysis.

Looking at the Next 5 Years (per annum).

Add insider compensation information from Morningstar

Compensation information:

http://insiders.morningstar.com/insiders/trading/executive-compensation-list.action?&t=

Bar graph data: http://insiders.morningstar.com/insiders/trading/executive-compensation-chart.action?&t=

Insider trading url: http://insiders.morningstar.com/trading/executive-compensation.action?t=GOOG&region=usa&culture=en-US

Activity: http://insiders.morningstar.com/trading/insider-activity.action?t=GOOG&region=usa&culture=en-US

Add scraping of Morningstar BVPS

Key ratio base URL: `http://financials.morningstar.com/ajax/exportKR2CSV.html?

Then it's just t=ticker. No ".csv" or anything at the end.

For example https://financials.morningstar.com/ratios/r.html?t=goog could be obtained using http://financials.morningstar.com/ajax/exportKR2CSV.html?t=goog.

Example output:

Growth Profitability and Financial Ratios for Alphabet Inc Class C
Financials
,2008-12,2009-12,2010-12,2011-12,2012-12,2013-12,2014-12,2015-12,2016-12,2017-12,TTM
Revenue USD Mil,"21,796","23,651","29,321","37,905","50,175","59,825","66,001","74,989","90,272","110,855","129,866"
Gross Margin %,60.4,62.6,64.5,65.2,58.9,56.8,61.1,62.4,61.1,58.9,57.0
Operating Income USD Mil,"6,632","8,312","10,381","11,742","12,760","13,966","16,496","19,360","23,716","28,882","30,853"
Operating Margin %,30.4,35.1,35.4,31.0,25.4,23.3,25.0,25.8,26.3,26.1,23.8
Net Income USD Mil,"4,227","6,520","8,505","9,737","10,737","12,920","14,444","16,348","19,478","12,662","18,768"
Earnings Per Share USD,6.66,10.21,13.17,14.89,16.16,18.79,20.57,22.84,27.85,18.00,26.65
Dividends USD,,,,,,,,,,,
Payout Ratio % *,,,,,,,,,,,
Shares Mil,634,638,646,654,665,678,687,693,699,704,704
Book Value Per Share * USD,,,,,,,145.08,169.12,193.99,226.11,244.21
Operating Cash Flow USD Mil,"7,853","9,316","11,081","14,565","16,619","18,659","22,376","26,024","36,036","37,091","45,252"
Cap Spending USD Mil,"-2,358",-810,"-4,018","-3,438","-13,841","-8,806","-15,847","-10,151","-11,198","-13,471","-23,831"
Free Cash Flow USD Mil,"5,494","8,506","7,063","11,127","2,778","9,853","6,529","15,873","24,838","23,620","21,421"
Free Cash Flow Per Share * USD,,,,,,,9.98,20.42,33.20,33.24,
Working Capital USD Mil,"17,876","26,419","31,566","43,845","46,117","56,978","63,880","70,804","88,652","100,125",

Key Ratios -> Profitability
Margins % of Sales,2008-12,2009-12,2010-12,2011-12,2012-12,2013-12,2014-12,2015-12,2016-12,2017-12,TTM
Revenue,100.00,100.00,100.00,100.00,100.00,100.00,100.00,100.00,100.00,100.00,100.00
COGS,39.56,37.39,35.53,34.79,41.12,43.22,38.93,37.56,38.92,41.12,43.04
Gross Margin,60.44,62.61,64.47,65.21,58.88,56.78,61.07,62.44,61.08,58.88,56.96
SG&A,17.20,15.44,16.24,20.61,19.91,20.14,21.18,20.25,19.35,17.83,18.04
R&D,12.82,12.02,12.83,13.62,13.54,13.29,14.90,16.38,15.45,15.00,15.16
Other,,,,,,,,,,,
Operating Margin,30.43,35.15,35.40,30.98,25.43,23.34,24.99,25.82,26.27,26.05,23.76
Net Int Inc & Other,-3.57,0.29,1.42,1.54,1.25,0.89,1.16,0.39,0.48,-1.52,1.54
EBT Margin,26.86,35.44,36.82,32.52,26.68,24.23,26.15,26.21,26.75,24.53,25.30

Profitability,2008-12,2009-12,2010-12,2011-12,2012-12,2013-12,2014-12,2015-12,2016-12,2017-12,TTM
Tax Rate %,27.79,22.20,21.22,21.00,19.41,15.74,19.30,16.81,19.35,53.44,42.88
Net Margin %,19.39,27.57,29.01,25.69,21.40,21.60,21.88,21.10,21.58,11.42,14.45
Asset Turnover (Average),0.76,0.65,0.60,0.58,0.60,0.58,0.55,0.54,0.57,0.61,0.63
Return on Assets %,14.80,18.05,17.30,14.93,12.91,12.62,11.93,11.36,12.37,6.94,9.13
Financial Leverage (Average),1.13,1.12,1.25,1.25,1.31,1.27,1.25,1.23,1.20,1.29,1.30
Return on Equity %,16.60,20.30,20.68,18.66,16.54,16.25,15.06,14.08,15.02,8.69,11.48
Return on Invested Capital %,15.49,19.74,18.05,15.89,14.66,14.52,13.77,12.82,14.02,8.08,10.50
Interest Coverage,,,,213.52,160.36,175.65,171.88,189.95,195.76,250.48,272.56

Key Ratios -> Growth
,2008-12,2009-12,2010-12,2011-12,2012-12,2013-12,2014-12,2015-12,2016-12,2017-12,Latest Qtr
Revenue %
Year over Year,,8.51,23.98,29.28,32.37,19.23,10.32,13.62,20.38,22.80,21.49
3-Year Average,,30.65,20.90,20.26,28.49,26.83,20.31,14.33,14.70,18.87,
5-Year Average,,49.29,36.72,29.01,24.77,22.38,22.78,20.66,18.95,17.18,
10-Year Average,,,108.26,83.74,60.60,44.90,35.39,28.44,23.88,20.92,
Operating Income %
Year over Year,,25.34,24.89,13.11,8.67,9.45,18.12,17.36,22.50,21.78,6.78
3-Year Average,,32.79,26.86,20.98,15.36,10.39,12.00,14.91,19.30,20.53,
5-Year Average,,66.99,38.77,27.03,20.20,16.06,14.69,13.27,15.10,17.75,
10-Year Average,,,,70.76,52.59,44.89,38.39,25.38,20.92,18.97,
Net Income %
Year over Year,,54.26,30.44,14.49,10.27,20.33,11.80,13.18,19.15,-34.99,
3-Year Average,,28.44,26.48,32.07,18.09,14.96,14.05,15.04,14.66,-4.29,
5-Year Average,,74.84,42.15,25.91,20.63,25.04,17.24,13.96,14.87,3.35,
10-Year Average,,,,106.27,59.68,61.71,43.17,27.28,20.26,11.66,
EPS %
Year over Year,,53.34,28.91,13.11,8.57,18.01,10.15,8.66,21.94,-35.37,36.47
3-Year Average,,27.10,25.56,30.76,16.55,13.17,12.17,12.20,13.43,-5.04,
5-Year Average,,69.47,39.28,24.52,19.44,23.43,15.53,11.64,13.33,2.17,
10-Year Average,,,,93.71,54.76,57.34,39.92,24.70,18.80,10.47,

Key Ratios -> Cash Flow
Cash Flow Ratios,2008-12,2009-12,2010-12,2011-12,2012-12,2013-12,2014-12,2015-12,2016-12,2017-12,TTM
Operating Cash Flow Growth % YOY,,0.19,0.19,0.31,0.14,0.12,0.20,0.16,0.38,0.03,
Free Cash Flow Growth % YOY,,0.55,-0.17,0.58,-0.75,2.55,-0.34,1.43,0.56,-0.05,
Cap Ex as a % of Sales,10.82,3.42,13.70,9.07,27.59,14.72,24.01,13.54,12.40,12.15,18.35
Free Cash Flow/Sales %,25.21,35.97,24.09,29.35,5.54,16.47,9.89,21.17,27.51,21.31,16.49
Free Cash Flow/Net Income,1.30,1.30,0.83,1.14,0.26,0.76,0.45,0.97,1.28,1.87,1.14

Key Ratios -> Financial Health
Balance Sheet Items (in %),2008-12,2009-12,2010-12,2011-12,2012-12,2013-12,2014-12,2015-12,2016-12,2017-12,Latest Qtr
Cash & Short-Term Investments,49.88,60.46,60.46,61.49,51.27,52.94,49.11,49.55,51.54,51.63,48.04
Accounts Receivable,8.32,7.91,8.65,8.50,9.15,8.47,8.81,9.43,8.50,9.48,8.16
Inventory,,,,,0.54,0.38,,,0.16,0.38,0.55
Other Current Assets,5.32,3.66,2.74,2.70,3.49,3.92,3.61,2.13,2.73,1.51,1.81
Total Current Assets,63.52,72.02,71.84,72.70,64.45,65.71,61.53,61.11,62.93,63.01,58.55
Net PP&E,16.48,11.96,13.41,13.23,12.64,14.90,18.21,19.68,20.44,21.48,24.96
Intangibles,18.37,14.02,12.62,12.30,19.20,15.83,15.41,13.37,11.81,9.85,9.18
Other Long-Term Assets,1.63,1.99,2.13,1.78,3.71,3.56,4.85,5.84,4.82,5.66,7.31
Total Assets,100.00,100.00,100.00,100.00,100.00,100.00,100.00,100.00,100.00,100.00,100.00
Accounts Payable,0.56,0.53,0.83,0.81,2.15,2.21,1.31,1.31,1.22,1.59,1.71
Short-Term Debt,,,5.99,1.68,2.72,2.70,1.52,2.03,,,
Taxes Payable,0.26,,0.06,0.27,0.26,0.02,0.07,0.20,0.33,0.45,
Accrued Liabilities,3.19,3.12,5.63,3.50,5.04,4.94,4.87,4.81,2.51,2.77,2.43
Other Short-Term Liabilities,3.24,3.13,4.76,6.02,5.12,4.46,5.04,4.73,5.95,7.45,9.99
Total Current Liabilities,7.25,6.78,17.28,12.28,15.28,14.34,12.82,13.09,10.00,12.26,14.13
Long-Term Debt,,,,4.11,3.19,1.79,2.28,1.35,2.35,2.00,1.78
Other Long-Term Liabilities,3.86,4.31,2.79,3.49,5.07,5.15,5.21,3.95,4.64,8.45,7.42
Total Liabilities,11.11,11.09,20.07,19.88,23.54,21.29,20.31,18.40,16.99,22.70,23.34
Total Stockholders' Equity,88.89,88.91,79.93,80.12,76.46,78.71,79.69,81.60,83.01,77.30,76.66
Total Liabilities & Equity,100.00,100.00,100.00,100.00,100.00,100.00,100.00,100.00,100.00,100.00,100.00

Liquidity/Financial Health,2008-12,2009-12,2010-12,2011-12,2012-12,2013-12,2014-12,2015-12,2016-12,2017-12,Latest Qtr
Current Ratio,8.77,10.62,4.16,5.92,4.22,4.58,4.80,4.67,6.29,5.14,4.14
Quick Ratio,8.03,10.08,4.00,5.70,3.95,4.28,4.52,4.50,6.00,4.98,3.97
Financial Leverage,1.13,1.12,1.25,1.25,1.31,1.27,1.25,1.23,1.20,1.29,1.30
Debt/Equity,,,,0.05,0.04,0.03,0.03,0.02,0.03,0.02,0.02

Key Ratios -> Efficiency Ratios
Efficiency,2008-12,2009-12,2010-12,2011-12,2012-12,2013-12,2014-12,2015-12,2016-12,2017-12,TTM
Days Sales Outstanding,40.23,44.92,46.25,46.60,48.42,51.15,50.50,50.96,51.94,53.46,46.64
Days Inventory,,,,,8.93,6.57,,,2.78,4.07,6.45
Payables Period,9.74,8.13,12.24,14.82,22.99,31.51,29.61,23.63,20.63,20.73,21.10
Cash Conversion Cycle,,,,,34.36,26.21,,,34.10,36.80,32.00
Receivables Turnover,9.07,8.13,7.89,7.83,7.54,7.14,7.23,7.16,7.03,6.83,7.83
Inventory Turnover,,,,,40.86,55.55,,,131.11,89.64,56.55
Fixed Assets Turnover,4.70,4.69,4.65,4.37,4.68,4.22,3.27,2.84,2.85,2.89,2.72
Asset Turnover,0.76,0.65,0.60,0.58,0.60,0.58,0.55,0.54,0.57,0.61,0.63

Debt coloring is off.

Example stock: wing

Shows years to pay off debt of 6 as green.

First couple clicks on 'analyze' button don't seem to do anything.

It's unclear if it's a problem with the appengine instance, or the tap handling is failing, or what.

But it often takes 2-3 taps of the button before it succeeds and actually updates the UI.

Crash can occur, but not sure on repro steps

    data = fetchDataForTickerSymbol(ticker)
  File "D:\GitHub\Rule1-StockScreener\IsThisStockGood\src\DataFetcher.py", line 50, in fetchDataForTickerSymbol
    rpc.result()
  File "C:\Users\MrHappyAsthma\AppData\Local\Programs\Python\Python38\lib\concurrent\futures\_base.py", line 432, in result
    return self.__get_result()
  File "C:\Users\MrHappyAsthma\AppData\Local\Programs\Python\Python38\lib\concurrent\futures\_base.py", line 388, in __get_result
    raise self._exception
  File "C:\Users\MrHappyAsthma\AppData\Local\Programs\Python\Python38\lib\concurrent\futures\thread.py", line 57, in run
    result = self.fn(*self.args, **self.kwargs)
  File "C:\Users\MrHappyAsthma\AppData\Local\Programs\Python\Python38\lib\site-packages\requests\sessions.py", line 530, in request
    resp = self.send(prep, **send_kwargs)
  File "C:\Users\MrHappyAsthma\AppData\Local\Programs\Python\Python38\lib\site-packages\requests\sessions.py", line 650, in send
    r = dispatch_hook('response', hooks, r, **kwargs)
  File "C:\Users\MrHappyAsthma\AppData\Local\Programs\Python\Python38\lib\site-packages\requests\hooks.py", line 31, in dispatch_hook
    _hook_data = hook(hook_data, **kwargs)
  File "D:\GitHub\Rule1-StockScreener\IsThisStockGood\src\DataFetcher.py", line 204, in parse_morningstar_finances
    success = self.ratios.parse_finances(parsed_content.split('\n'))
AttributeError: 'NoneType' object has no attribute 'parse_finances'

Not exactly sure how it's possible to crash on this line:
https://github.com/mrhappyasthma/IsThisStockGood/blob/master/src/DataFetcher.py#L204

When we ensure it's non-nil here:
https://github.com/mrhappyasthma/IsThisStockGood/blob/master/src/DataFetcher.py#L202

Dividend info from seeking alpha

https://globalhistorical.xignite.com/v3/xGlobalHistorical.json/GetCashDividendHistory?IdentifierType=Symbol&Identifier=abm&StartDate=01/01/1989&EndDate=7/5/19&IdentifierAsOfDate=&CorporateActionsAdjusted=true&_callback=SA.Utils.SymbolData.clb15623554839150&_token=fd1f4a4e836e3c67486c178d82228ff7d616c6af732d8d8de92c602095f9e20e69861778b180e186954bed79d96dddc5abb93908&_token_userid=122&_=1562355483514

Error 'Cannot parse net_income.'

I'm seeing this error now. Likely because of the change from CSV to scraping that data.

Clean up the UI and re-enable the tooltips

The tooltips were disabled in 102e3c1

The UI as a whole is super minimalistic. It could use some serious UX love.

Current Price shows green even when MoS price is undefined

Example is tsla.

YahooFinance fails for tickers with periods (e.g. 'BRK.B')

It expects them with a hyphen BRK-B.

Display debt-equity ratio

This should be in the morningstar data already. Just need to surface it.

Display 'sticker price'

This could be useful for folks to know when it is a good time to sell. Perhaps can just be mentioned in part of the "margin of safety" price.

Sticker Price / Margin Of Safety calculation failing.

Something must be going wrong with the data fetching. I need to look further into it, but seems to be failing for all queries.

Query seeking alpha quote.

https://static.seekingalpha.com/cdn/xignite/superquotes/xSuperQuotes.json/GetQuotes?IdentifierType=Symbol&Identifiers=

which of the three valuation methods from R#1 is it using?

PBT? MOS? or 10cap?

Get the Shiller PE

Raw data can be found here: http://www.econ.yale.edu/~shiller/data.htm

However can we exploit this site's data: http://www.multpl.com/shiller-pe/

Queries are failing - im guessing morningstar scraping is failing

I noticed that all requests are returning empty data for most requests. I suspect the morningstar scraping is failing.

Margin of safety based on ttm EPS gives quite surprising result.

Hi,

I see that the margin of safety is calculated based on the Trailing 12 Months EPS.

Do you think that the FCF per share is more reliable? Or the 3-year average EPS reflects better the company long-term performance in the future?
For example, ATKR and AMD have surprisingly high EPS in 2021 because of the pandemic but that does not necessarily reflect the long-term trend.

[Feature request] Fill out the 'market cap' section.

To avoid risky stocks with low liquidity, it will also be nice to check on market cap / trade volume, per the appendix chapters of Rule #1. I have a spot for this in the UI, but don't populate it with any info yet.

"Failed to parse EPS averages." for some stocks

DIS (disney) stock is failing to parse EPS averages.

The logs themselves don't have a lot of context, so I'll need to reproduce locally and then debug further.

FWIW - morningstar seems to have the appropriate data. So something must be going wrong.

Not alerting on error and not clearing out data correctly.

This seems to be a problem after 6a61151

Long term debt should never be 'undefined'.

If morningstar reports no long term debt (i.e. '-') then this should be treated as 0. Otherwise the UI looks a bit wonky.

Add payback time calculation

The payback time calculation is basically how long until you get all your money back based on earnings of a company compared to market cap (from PaybackTime book by Phil Town).

marketCap = 17680
yearlyIncome = 2115
rate = 0.12
totalPayback = 0
years = 0

while (totalPayback < marketCap):
  if yearlyIncome <= 0 or rate <= 0:
    years = -1
    break;
  yearlyIncome += (yearlyIncome * rate)
  totalPayback += yearlyIncome
  years += 1

print(years)

Crash found for some tickers.

Traceback (most recent call last):
  File "D:\GitHub\IsThisStockGood\flask\Lib\site-packages\flask\app.py", line 2464, in __call__
    return self.wsgi_app(environ, start_response)
  File "D:\GitHub\IsThisStockGood\flask\Lib\site-packages\flask\app.py", line 2450, in wsgi_app
    response = self.handle_exception(e)
  File "D:\GitHub\IsThisStockGood\flask\Lib\site-packages\flask\app.py", line 1867, in handle_exception
    reraise(exc_type, exc_value, tb)
  File "D:\GitHub\IsThisStockGood\flask\Lib\site-packages\flask\_compat.py", line 39, in reraise
    raise value
  File "D:\GitHub\IsThisStockGood\flask\Lib\site-packages\flask\app.py", line 2447, in wsgi_app
    response = self.full_dispatch_request()
  File "D:\GitHub\IsThisStockGood\flask\Lib\site-packages\flask\app.py", line 1952, in full_dispatch_request
    rv = self.handle_user_exception(e)
  File "D:\GitHub\IsThisStockGood\flask\Lib\site-packages\flask\app.py", line 1821, in handle_user_exception
    reraise(exc_type, exc_value, tb)
  File "D:\GitHub\IsThisStockGood\flask\Lib\site-packages\flask\_compat.py", line 39, in reraise
    raise value
  File "D:\GitHub\IsThisStockGood\flask\Lib\site-packages\flask\app.py", line 1950, in full_dispatch_request
    rv = self.dispatch_request()
  File "D:\GitHub\IsThisStockGood\flask\Lib\site-packages\flask\app.py", line 1936, in dispatch_request
    return self.view_functions[rule.endpoint](**req.view_args)
  File "D:\GitHub\IsThisStockGood\main.py", line 28, in search
    template_values = fetchDataForTickerSymbol(ticker)
  File "D:\GitHub\IsThisStockGood\src\DataFetcher.py", line 60, in fetchDataForTickerSymbol
    margin_of_safety_price, sticker_price = _calculateMarginOfSafetyPrice(ratios, pe_ratios, yahoo_finance_analysis)
  File "D:\GitHub\IsThisStockGood\src\DataFetcher.py", line 134, in _calculateMarginOfSafetyPrice
    margin_of_safety_price, sticker_price = \
TypeError: cannot unpack non-iterable NoneType object

Line: https://github.com/mrhappyasthma/IsThisStockGood/blob/master/src/DataFetcher.py#L134

Root cause is that the function can return None:

IsThisStockGood/src/RuleOneInvestingCalculations.py

Line 133 in 97b224a

return None

I suspect this needs to return None, None.

Example ticker AMCR.

Create a REST API

This will be useful for headless usage of the calculations on the site.

MSN Money parsing fails because of URL redirect.

<html><head><title>Object moved</title></head><body>
<h2>Object moved to <a href="/en-us/money/stockdetails/analysis/fi-a1slm7?symbol=fb">here</a>.</h2>
</body></html>

Get company info from Polygon.io

Has a free tier API. They don't have the most up-to-date financial info, but should work great for background on the company.

https://api.polygon.io/v1/meta/symbols/BABA/company?apiKey=<key>

Error toast is not visible on most devices

Now that the UI is large enough to require scrolling, the error toast is not visible without scrolling which makes it essentially useless.

Add scraping for MSN Money

This one is trickier. Haven't found a good way to format the URL. It seems to be:

https://www.msn.com/en-us/money/stockdetails/analysis/fi-126.1..<abbreviation_for_stock_exchange>.

We'd also need to scrape the price ratios. Ideally this would be a csv download of some sort, but cant seem to find one.

Morningstar csv is no longer working.

Seems like they updated the csv downloads to be dynamically generated such that they cannot be requested via urlfetch.

A workaround might be with the following JSONP queries:

Key Ratios:
https://financials.morningstar.com/finan/financials/getKeyStatPart.html?&t=AAPL&region=usa&culture=en-US&cur=&order=asc

https://financials.morningstar.com/finan/financials/getFinancePart.html?&t=AAPL&region=usa&culture=en-US&cur=&order=asc

Show ROIC averages instead of growth rates

The initial implementation shows the ROIC growth rate, but the book recommends just looking at the averages.

This will be a more consistent experience with the valuation methods in the book.

Growth rate failing for negative numbers.

For instance HOME stock is showing positive growth rate for FCF, but really it's getting more and more negative.

Suggestion: Include other stocks instead of just US ones

Title.

Perhaps the input should be customized. The first will be a dropdown selector allowing the user to choose the market of the stock. The second will be a text input where the user can type the ticker of the stock.

Typos in RuleOneInvetingCalculations

line 100 - unnecessary semicolon

line 132 future_pe_value -> future_pe

line 138 current_esp -> current_eps

[Feature request] Fill the 'meaning' section with information about the company

This can be fetched from the YahooFinance modules. See more details in #3

[Feature request] Add test coverage for all of the parsing logic.

Add more canned responses to the TestData/ subfolder
Add python tests to verify testing logic

We could consider even trying to write end-to-end tests that actually fetch data from a production URL, too. But then the asserts need to be fuzzy since we won't be able to have an expected output that's fixed.

Add API for intrinio

The sandbox environment of Intrino provides some useful metrics:

Market Cap
https://api-v2.intrinio.com/data_point/AAPL/marketcap/number?api_key=

Description
https://api-v2.intrinio.com/data_point/AAPL/short_description/text?api_key=

Morningstar analysis URLs no longer work.

The direct URLs no longer work. Seems to be a refactoring of their website.

However I found out that local library cards get free premium access, so I should be able to reuse that ID to make premium requests.

The biggest drawback is that I need to send a dummy request for the ticker symbol in order to parse out the unique ticker ID that the API requires. I have not found a more robust way to do this.

This also is subject to breaking if the url ever changes.

Background on this approach: https://stackoverflow.com/a/57449982/1366973

Add cash on hand from balance sheet

It would be useful to display the cash on hand for companies, and how that compares to their debt. It could go under Management where we show debt/equity.

Display a UX loading affordance while fetching data

On app engine the data fetches tend to be slow. Particularly the first time the instance is spun back up (it seems).

It would be nice to show some kind of loading spinner of "fetching data" affordance to users.

Values > 5 digits are not displayed correctly

The size of the cells in the table do not fit the contents that get updated via javascript.

Display links or iframe to documentation on morningstar.

iframe the docs: https://doc.morningstar.com/companydoc.aspx?ticker=CMG

Error calculate debt

Not sure what's wrong in the calculation but noticed DPZ has tons of debt but shows -1 and green on the site.

[Open question] Should 'long term debt' also include 'other long term liabilities'.

My guess here might be 'yes'.

Other Long-Term Liabilities is broken out in the morningstar data, but I believe these are also long term debt: https://www.investopedia.com/terms/o/otherlongtermliabilities.asp

More research may be needed.