Use TTM EPS instead of the most recent year (#97)

isthisstockgood/Active/MSNMoney.py

@@ -82,9 +82,6 @@ def parse_annual_report_data(self, content):
       return
     self.total_debt = float(most_recent_statement.get('longTermDebt', 0))
     self.shares_outstanding = float(most_recent_statement.get('sharesOutstanding', 0))
-
-    key_metrics = data.get('analysis', {}).get('keyMetrics', {})
-    self.last_year_net_income = key_metrics.get('latestIncome', '')
 
 
   def parse_ratios_data(self, content):
@@ -108,6 +105,16 @@ def parse_ratios_data(self, content):
 
     # Debt
     self._parse_debt_to_equity(quarterly_data)
+
+    # Quarterly EPS for MOSP valuation
+    self.quarterly_eps = _extract_data_for_key(quarterly_data, "earningsPerShare")
+
+    # For Payback Time valuation:
+    # "EPS is calculated by dividing a company's net income
+    # by the total number of outstanding shares."
+    # - https://www.investopedia.com/terms/e/eps.asp
+    ttm_eps = sum(self.quarterly_eps[-4:])
+    self.last_year_net_income =  ttm_eps * self.shares_outstanding
 
     return True
 

isthisstockgood/CompanyInfo.py

@@ -22,6 +22,7 @@ class CompanyInfo:
     revenue: float
     revenue_growth_rates: [float]
     eps: float
+    quarterly_eps: [float]
     eps_growth_rates: [float]
     debt_equity_ratio: float
     last_year_net_income: float

isthisstockgood/DataFetcher.py

@@ -37,8 +37,7 @@ def fetchDataForTickerSymbol(ticker):
   if not ticker:
     return None
 
-  data_fetcher = DataFetcher()
-  data_fetcher.ticker_symbol = ticker
+  data_fetcher = DataFetcher(ticker)
 
   # Make all network request asynchronously to build their portion of
   # the json results.
@@ -59,9 +58,13 @@ def fetchDataForTickerSymbol(ticker):
       yahoo_finance_analysis.five_year_growth_rate if yahoo_finance_analysis \
       else zacks_analysis.five_year_growth_rate if zacks_analysis \
       else 0
-  # TODO: Use TTM EPS instead of most recent year
-  margin_of_safety_price, sticker_price = \
-      _calculateMarginOfSafetyPrice(msn_money.equity_growth_rates[-1], msn_money.pe_low, msn_money.pe_high, msn_money.eps[-1], five_year_growth_rate)
+  margin_of_safety_price, sticker_price = _calculateMarginOfSafetyPrice(
+          msn_money.equity_growth_rates[-1],
+          msn_money.pe_low,
+          msn_money.pe_high,
+          sum(msn_money.quarterly_eps[-4:]),
+          five_year_growth_rate
+      )
   payback_time = _calculatePaybackTime(msn_money.equity_growth_rates[-1], msn_money.last_year_net_income, msn_money.market_cap, five_year_growth_rate)
   free_cash_flow_per_share = float(msn_money.free_cash_flow[-1])
   computed_free_cash_flow = round(free_cash_flow_per_share * msn_money.shares_outstanding)
@@ -105,7 +108,6 @@ def _calculateMarginOfSafetyPrice(one_year_equity_growth_rate, pe_low, pe_high,
   return margin_of_safety_price, sticker_price
 
 
-# TODO: Figure out how to get TTM net income instead of previous year net income.
 def _calculatePaybackTime(one_year_equity_growth_rate, last_year_net_income, market_cap, analyst_five_year_growth_rate):
   if not one_year_equity_growth_rate or not last_year_net_income or not market_cap or not analyst_five_year_growth_rate:
     return None
@@ -126,10 +128,10 @@ class DataFetcher():
     'Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/83.0.4103.97 Safari/537.36',
   ]
 
-  def __init__(self,):
+  def __init__(self, ticker):
     self.lock = Lock()
     self.rpcs = []
-    self.ticker_symbol = ''
+    self.ticker_symbol = ticker
     self.msn_money = None
     self.yahoo_finance_analysis = None
     self.zacks_analysis = None

tests/test_DataSources.py

@@ -42,8 +42,7 @@ def test_future_growth_rate():
     assert float(data.five_year_growth_rate) > 0.0
 
 def get_msn_money_data(ticker):
-    data_fetcher = DataFetcher()
-    data_fetcher.ticker_symbol = ticker
+    data_fetcher = DataFetcher(ticker)
 
     # Make all network request asynchronously to build their portion of
     # the json results.
@@ -56,8 +55,7 @@ def get_msn_money_data(ticker):
     return CompanyInfo(**vars(data_fetcher.msn_money))
 
 def get_growth_rate(ticker):
-    data_fetcher = DataFetcher()
-    data_fetcher.ticker_symbol = ticker
+    data_fetcher = DataFetcher(ticker)
 
     # Make all network request asynchronously to build their portion of
     # the json results.