Initial Commit

MarketData/MarketDataLib/MarketDataModel/IncomeStatement.cs

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+using System;
+using System.Text;
+using MarketData.Utils;
+
+namespace MarketData.MarketDataModel
+{
+  public class IncomeStatement
+  {
+    public enum PeriodType { Annual=0,Quarterly=1}
+    private String symbol;
+    private DateTime asof;
+    private double totalRevenue=double.NaN;
+    private double costOfRevenue=double.NaN;
+    private double incomeTaxExpense=double.NaN;
+    private double grossProfit = double.NaN;
+    private double netIncome = double.NaN;
+    private double sga = double.NaN;
+    private double netIncomeApplicableToCommonShares = double.NaN;
+    private double ebit = double.NaN;
+    private double operatingExpenses = double.NaN;
+    private double researchAndDevelopment = double.NaN;
+    private double interestExpense = double.NaN;
+    private PeriodType period;
+    private DateTime modified;
+
+    public IncomeStatement()
+    {
+    }
+// It is appropriate to use the AsOf date in the comparison of the financial statements because the AsOf date is the statement date.
+    public void MergeFrom(IncomeStatement previousIncomeStatement)
+    {
+      if(null==previousIncomeStatement)return;
+      if(!Symbol.Equals(previousIncomeStatement.Symbol))return;
+      if(!AsOf.Date.Equals(previousIncomeStatement.AsOf.Date))return;
+      if(!Period.Equals(previousIncomeStatement.Period))return;
+      if(Utility.IsZeroOrNaN(TotalRevenue))TotalRevenue=previousIncomeStatement.TotalRevenue;
+      if(Utility.IsZeroOrNaN(CostOfRevenue))CostOfRevenue=previousIncomeStatement.CostOfRevenue;
+      if(Utility.IsZeroOrNaN(IncomeTaxExpense))IncomeTaxExpense=previousIncomeStatement.IncomeTaxExpense;
+      if(Utility.IsZeroOrNaN(GrossProfit))GrossProfit=previousIncomeStatement.GrossProfit;
+      if(Utility.IsZeroOrNaN(NetIncome))NetIncome=previousIncomeStatement.NetIncome;
+      if(Utility.IsZeroOrNaN(SGA))SGA=previousIncomeStatement.SGA;
+      if(Utility.IsZeroOrNaN(NetIncomeApplicableToCommonShares))NetIncomeApplicableToCommonShares=previousIncomeStatement.NetIncomeApplicableToCommonShares;
+      if(Utility.IsZeroOrNaN(EBIT))EBIT=previousIncomeStatement.EBIT;
+      if(Utility.IsZeroOrNaN(OperatingExpenses))OperatingExpenses=previousIncomeStatement.OperatingExpenses;
+      if(Utility.IsZeroOrNaN(ResearchAndDevelopment))ResearchAndDevelopment=previousIncomeStatement.ResearchAndDevelopment;
+      if(Utility.IsZeroOrNaN(InterestExpense))InterestExpense=previousIncomeStatement.InterestExpense;
+    }
+    public String Symbol
+    {
+      get { return symbol; }
+      set { symbol = value; }
+    }
+    public DateTime AsOf
+    {
+      get { return asof; }
+      set { asof = value; }
+    }
+    public double TotalRevenue
+    {
+      get { return totalRevenue; }
+      set { totalRevenue = value; }
+    }
+    public double CostOfRevenue
+    {
+      get { return costOfRevenue; }
+      set { costOfRevenue = value; }
+    }
+    public double GrossProfit
+    {
+      get { return grossProfit; }
+      set { grossProfit = value; }
+    }
+    public double NetIncome
+    {
+      get { return netIncome; }
+      set { netIncome = value; }
+    }
+// this number is expressed as a percentage so multiply result by 100 to get the percent.
+// this number tells you how much of every sales dollar you get to use in the business.
+    public double GrossMargin
+    {
+      get
+      {
+        if (double.IsNaN(GrossProfit) || double.IsNaN(TotalRevenue)) return double.NaN;
+        return (GrossProfit / TotalRevenue);
+      }
+    }
+    public double IncomeTaxExpense
+    {
+      get { return incomeTaxExpense; }
+      set { incomeTaxExpense = value; }
+    }
+    public double SGA
+    {
+      get { return sga; }
+      set { sga = value; }
+    }
+    public double NetIncomeApplicableToCommonShares
+    {
+      get { return netIncomeApplicableToCommonShares; }
+      set { netIncomeApplicableToCommonShares = value; }
+    }
+    public double EBIT
+    {
+      get { return ebit; }
+      set { ebit = value; }
+    }
+    public double OperatingExpenses
+    {
+      get { return operatingExpenses; }
+      set { operatingExpenses = value; }
+    }
+    public double ResearchAndDevelopment
+    {
+      get { return researchAndDevelopment; }
+      set { researchAndDevelopment = value; }
+    }
+    public double InterestExpense
+    {
+      get { return interestExpense; }
+      set { interestExpense = value; }
+    }
+    public PeriodType Period
+    {
+      get { return period; }
+      set { period = value; }
+    }
+    public String PeriodAsString
+    {
+      get { return PeriodType.Quarterly.Equals(period) ? "Quarterly" : "Annual"; }
+    }
+    public DateTime Modified
+    {
+      get { return modified; }
+      set { modified = value; }
+    }
+    public static String Heading
+    {
+      get
+      {
+        StringBuilder sb = new StringBuilder();
+        sb.Append("Symbol,AsOf,TotalRevenue,CostOfRevenue,IncomeTaxExpense,GrossProfit,NetIncome,SG&A,NetIncomeApplicableToCommonShares,EBIT,Period");
+        return sb.ToString();
+      }
+    }
+    public override string ToString()
+    {
+      StringBuilder sb = new StringBuilder();
+      sb.Append(symbol).Append(",");
+      sb.Append(Utility.DateTimeToStringMMSDDSYYYY(asof)).Append(",");
+      sb.Append(String.Format("{0:C}", totalRevenue)).Append(",");
+      sb.Append(String.Format("{0:C}", costOfRevenue)).Append(",");
+      sb.Append(String.Format("{0:C}", incomeTaxExpense)).Append(",");
+      sb.Append(String.Format("{0:C}", grossProfit)).Append(",");
+      sb.Append(String.Format("{0:C}", netIncome)).Append(",");
+      sb.Append(String.Format("{0:C}", sga)).Append(",");
+      sb.Append(String.Format("{0:C}", netIncomeApplicableToCommonShares)).Append(",");
+      sb.Append(String.Format("{0:C}", ebit)).Append(",");
+      sb.Append(String.Format("{0:C}", interestExpense)).Append(",");
+      sb.Append(PeriodAsString);
+      return sb.ToString();
+    }
+  }
+}
+