Class: FinModeling::IncomeStatementAnalyses

Inherits:
CalculationSummary show all
Defined in:
lib/finmodeling/income_statement_analyses.rb

Instance Attribute Summary

Attributes inherited from CalculationSummary

#header_row, #key_width, #max_decimals, #rows, #title, #totals_row_enabled, #val_width

Instance Method Summary collapse

Methods inherited from CalculationSummary

#+, #auto_scale!, #filter_by_type, #insert_column_before, #num_value_columns, #print, #total, #totals, #write_constructor

Constructor Details

#initialize(calc_summary) ⇒ IncomeStatementAnalyses

Returns a new instance of IncomeStatementAnalyses.



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# File 'lib/finmodeling/income_statement_analyses.rb', line 6

def initialize(calc_summary)
  @title              = calc_summary.title
  @rows               = calc_summary.rows
  @header_row         = calc_summary.header_row
  @key_width          = calc_summary.key_width
  @val_width          = calc_summary.val_width
  @max_decimals       = calc_summary.max_decimals
  @totals_row_enabled = false
end

Instance Method Details

#fi_over_nfa_row ⇒ Object 



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# File 'lib/finmodeling/income_statement_analyses.rb', line 70

def fi_over_nfa_row
  find_row_by_key('FI / NFA')
end

#find_row_by_key(key) ⇒ Object 



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# File 'lib/finmodeling/income_statement_analyses.rb', line 74

def find_row_by_key(key)
  self.rows.find{ |x| x.key == key }
end

#operating_pm_row ⇒ Object 



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# File 'lib/finmodeling/income_statement_analyses.rb', line 62

def operating_pm_row
  find_row_by_key('Operating PM')
end

#print_regressions ⇒ Object 



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# File 'lib/finmodeling/income_statement_analyses.rb', line 16

def print_regressions
  if revenue_growth_row && revenue_growth_row.valid_vals.any?
    lr = revenue_growth_row.valid_vals.linear_regression
    puts "\t\trevenue growth: "+
         "a:#{lr.a.to_s.cap_decimals(4)}, "+
         "b:#{lr.b.to_s.cap_decimals(4)}, "+
         "r²:#{lr.r2.to_s.cap_decimals(4)}, "+
         "σ²:#{revenue_growth_row.valid_vals.variance.to_s.cap_decimals(4)}, " +
         ( (lr.r2 > 0.6) ? "strong fit" : ( (lr.r2 < 0.2) ? "weak fit [**]" : "avg fit") )
  end

  if sales_over_noa_row && sales_over_noa_row.valid_vals.any?
    lr = sales_over_noa_row.valid_vals.linear_regression
    puts "\t\tsales / noa:    "+
         "a:#{lr.a.to_s.cap_decimals(4)}, "+
         "b:#{lr.b.to_s.cap_decimals(4)}, "+
         "r²:#{lr.r2.to_s.cap_decimals(4)}, "+
         "σ²:#{sales_over_noa_row.valid_vals.variance.to_s.cap_decimals(4)}, " +
         ( (lr.r2 > 0.6) ? "strong fit" : ( (lr.r2 < 0.2) ? "weak fit [**]" : "avg fit") )
  end

  if operating_pm_row && operating_pm_row.valid_vals.any?
    lr = operating_pm_row.valid_vals.linear_regression
    puts "\t\toperating pm:   "+
         "a:#{lr.a.to_s.cap_decimals(4)}, "+
         "b:#{lr.b.to_s.cap_decimals(4)}, "+
         "r²:#{lr.r2.to_s.cap_decimals(4)}, "+
         "σ²:#{operating_pm_row.valid_vals.variance.to_s.cap_decimals(4)}, " +
         ( (lr.r2 > 0.6) ? "strong fit" : ( (lr.r2 < 0.2) ? "weak fit [**]" : "avg fit") )
  end

  if fi_over_nfa_row && fi_over_nfa_row.valid_vals.any?
    lr = fi_over_nfa_row.valid_vals.linear_regression
    puts "\t\tfi / nfa:       "+
         "a:#{lr.a.to_s.cap_decimals(4)}, "+
         "b:#{lr.b.to_s.cap_decimals(4)}, "+
         "r²:#{lr.r2.to_s.cap_decimals(4)}, "+
         "σ²:#{fi_over_nfa_row.valid_vals.variance.to_s.cap_decimals(4)}, " +
         ( (lr.r2 > 0.6) ? "strong fit" : ( (lr.r2 < 0.2) ? "weak fit [**]" : "avg fit") )
  end
end

#revenue_growth_row ⇒ Object 



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# File 'lib/finmodeling/income_statement_analyses.rb', line 58

def revenue_growth_row
  find_row_by_key('Revenue Growth')
end

#sales_over_noa_row ⇒ Object 



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# File 'lib/finmodeling/income_statement_analyses.rb', line 66

def sales_over_noa_row
  find_row_by_key('Sales / NOA')
end