546 lines
22 KiB
Svelte
546 lines
22 KiB
Svelte
<script lang="ts">
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import {
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displayCompanyName,
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stockTicker,
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coolMode,
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timeFrame,
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} from "$lib/store";
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import { removeCompanyStrings } from "$lib/utils";
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import * as DropdownMenu from "$lib/components/shadcn/dropdown-menu/index.js";
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import { Button } from "$lib/components/shadcn/button/index.js";
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//import * as XLSX from 'xlsx';
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import FinancialTable from "$lib/components/FinancialTable.svelte";
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import FinancialChart from "$lib/components/FinancialChart.svelte";
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import { goto } from "$app/navigation";
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import SEO from "$lib/components/SEO.svelte";
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export let data;
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let tableList = [];
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let processedData = {};
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let financialData = [];
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let fullStatement = [];
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let filterRule = "annual";
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let displayStatement = "revenue";
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let activeIdx = 0;
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const tabs = [
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{
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title: "Annual",
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},
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{
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title: "Quarterly",
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},
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];
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const statementConfig = [
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{
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propertyName: "revenue",
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growthPropertyName: "growthRevenue",
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label: "Revenue",
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text: "Revenue, also called sales, is the amount of money a company receives from its business activities, such as sales of products or services. Revenue does not take any expenses into account and is therefore different from profits.",
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},
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{
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propertyName: "costOfRevenue",
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growthPropertyName: "growthCostOfRevenue",
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label: "Cost of Revenue",
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text: "Cost of revenue is also called cost of goods sold (COGS). It is the variable cost related to the company's production of products and services.",
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},
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{
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propertyName: "grossProfit",
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growthPropertyName: "growthGrossProfit",
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label: "Gross Profit",
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text: "Gross profit is a company’s profit after subtracting the costs directly linked to making and delivering its products and services.",
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},
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{
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propertyName: "operatingIncome",
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growthPropertyName: "growthOperatingIncome",
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label: "Operating Income",
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text: "Gross profit is a company’s profit after subtracting the costs directly linked to making and delivering its products and services.",
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},
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{
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propertyName: "interestIncome",
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growthPropertyName: "growthInterestIncome",
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label: "Interest Income",
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text: "Gross profit is a company’s profit after subtracting the costs directly linked to making and delivering its products and services.",
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},
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{
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propertyName: "incomeBeforeTax",
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growthPropertyName: "growthIncomeBeforeTax",
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label: "Pretax Income",
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text: "Pretax income is a company's profits before accounting for income taxes.",
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},
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{
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propertyName: "netIncome",
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growthPropertyName: "growthNetIncome",
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label: "Net Income",
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text: `Net income is a company's accounting profits after subtracting all costs and expenses from the revenue. It is also called earnings, profits or "the bottom line."`,
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},
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{
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propertyName: "sellingGeneralAndAdministrativeExpenses",
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growthPropertyName: "growthSellingGeneralAndAdministrativeExpenses",
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label: "Selling & General & Admin",
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text: "Selling, general and administrative (SG&A) is an operating expense. It involves various company expenses that are not related to production.",
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},
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{
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propertyName: "researchAndDevelopmentExpenses",
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growthPropertyName: "growthResearchAndDevelopmentExpenses",
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label: "Research & Development",
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text: "Research and development (R&D) is an operating expense. It is the amount of money a company spends on researching and developing new products and services, or improving existing ones.",
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},
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{
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propertyName: "otherExpenses",
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growthPropertyName: "growthOtherExpenses",
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label: "Other Expenses",
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text: "Other expenses typically refer to costs that are not directly related to the primary operations of the business. These can include a wide variety of things, such as interest expense, taxes, depreciation and amortization, losses from investments, legal fees and restructuring costs.",
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},
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{
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propertyName: "operatingExpenses",
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growthPropertyName: "growthOperatingExpenses",
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label: "Operating Expenses",
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text: "Operating expenses are a company's fixed costs that a company incurs during its ongoing business operations. It can include SG&A, R&D and other expenses.",
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},
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{
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propertyName: "interestExpense",
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growthPropertyName: "growthInterestExpense",
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label: "Interest Expense",
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text: "Interest expense is the amount that the company paid or received in interest. A positive number indicates a net expense, while a negative number implies that the company had more interest income from its cash reserves than it paid for interest on debt.",
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},
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{
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propertyName: "sellingAndMarketingExpenses",
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growthPropertyName: "growthSellingAndMarketingExpenses",
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label: "Selling & Marketing Expenses",
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text: "Revenue, also called sales, is the amount of money a company receives from its business activities, such as sales of products or services. Revenue does not take any expenses into account and is therefore different from profits.",
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},
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{
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propertyName: "costAndExpenses",
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growthPropertyName: "growthCostAndExpensess",
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label: "Cost & Expenses",
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text: "Revenue, also called sales, is the amount of money a company receives from its business activities, such as sales of products or services. Revenue does not take any expenses into account and is therefore different from profits.",
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},
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{
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propertyName: "incomeTaxExpense",
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growthPropertyName: "growthIncomeTaxExpense",
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label: "Income Tax",
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text: "Income tax is the amount of corporate income tax that the company has incurred during the fiscal period.",
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},
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{
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propertyName: "weightedAverageShsOut",
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growthPropertyName: "growthWeightedAverageShsOut",
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label: "Shares Outstanding (Basic)",
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text: "Basic shares outstanding is the total amount of common stock held by all of a company's shareholders.",
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},
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{
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propertyName: "weightedAverageShsOutDil",
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growthPropertyName: "growthWeightedAverageShsOutDil",
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label: "Shares Outstanding (Diluted)",
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text: "Diluted shares outstanding is the total amount of common stock that will be outstanding if all stock options, warrants and convertible securities are exercised.",
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},
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{
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propertyName: "eps",
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growthPropertyName: "growthEPS",
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label: "EPS (Basic)",
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text: "Earnings per share is the portion of a company's profit that is allocated to each individual stock. EPS is calculated by dividing net income by shares outstanding.",
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},
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{
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propertyName: "epsdiluted",
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growthPropertyName: "growthEPSDiluted",
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label: "EPS (Diluted)",
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text: `Earnings per share is the portion of a company's profit that is allocated to each individual stock. Diluted EPS is calculated by dividing net income by "diluted" shares outstanding.`,
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},
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{
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propertyName: "ebitda",
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growthPropertyName: "growthEBITDA",
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label: "EBITDA",
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text: `EBITDA stands for "Earnings Before Interest, Taxes, Depreciation and Amortization." It is a commonly used measure of profitability.`,
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},
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{
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propertyName: "depreciationAndAmortization",
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growthPropertyName: "growthDepreciationAndAmortization",
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label: "Depreciation & Amortization",
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text: "Depreciation and amortization are accounting methods for calculating how the value of a business's assets change over time. Depreciation refers to physical assets, while amortization refers to intangible assets.",
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},
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];
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const fields = statementConfig.map((item) => ({
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label: item.label,
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key: item.propertyName,
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}));
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function toggleMode() {
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$coolMode = !$coolMode;
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}
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const getCurrentYear = () => new Date()?.getFullYear();
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const filterStatement = (fullStatement, timeFrame) => {
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const currentYear = getCurrentYear();
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switch (timeFrame) {
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case "5Y":
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return fullStatement?.filter(
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(item) => currentYear - parseInt(item?.calendarYear) < 5,
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);
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case "10Y":
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return fullStatement?.filter(
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(item) => currentYear - parseInt(item?.calendarYear) < 10,
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);
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default:
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return fullStatement;
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}
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};
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fullStatement = data?.getData;
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displayStatement = "revenue";
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const exportFundamentalData = (format = "csv") => {
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if (["Pro", "Plus"]?.includes(data?.user?.tier)) {
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const data = fullStatement;
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if (!data || data.length === 0) {
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return;
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}
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let properties = [
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{
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key: filterRule === "annual" ? "calendarYear" : "date",
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label: filterRule === "annual" ? "Year" : "Quarter",
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},
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];
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for (let i = 0; i < statementConfig?.length; i++) {
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properties.push({
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key: statementConfig[i]?.propertyName,
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label: statementConfig[i]?.label,
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});
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}
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// Helper function to handle special cases
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// Create rows for CSV/Excel
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let rows = data.map((item) =>
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properties?.map((property) => item[property?.key] || 0),
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);
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// Include headers
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const headers = properties.map((prop) => prop.label);
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rows.unshift(headers);
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// Check the format to export
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if (format.toLowerCase() === "csv") {
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const csvContent = rows.map((row) => row.join(",")).join("\n");
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const blob = new Blob([csvContent], {
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type: "data:text/csv;charset=utf-8",
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});
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const url = URL.createObjectURL(blob);
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const a = document.createElement("a");
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a.href = url;
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a.download =
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$stockTicker.toLowerCase() +
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`${filterRule === "annual" ? "_annual" : "_quarter"}_income_statement.csv`;
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document.body.appendChild(a);
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a.click();
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document.body.removeChild(a);
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URL.revokeObjectURL(url);
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}
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} else {
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goto("/pricing");
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}
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};
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// Pre-process all data once instead of in each component
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function preprocessFinancialData() {
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processedData = {};
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// Precompute mapping from propertyName to config for quick lookup
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const configMap = {};
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statementConfig.forEach((item) => {
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if (item && item.propertyName) {
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configMap[item.propertyName] = item;
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}
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});
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// Precompute xList from income (reverse order)
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const xList = [];
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for (let i = financialData.length - 1; i >= 0; i--) {
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const statement = financialData[i];
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const year = statement.calendarYear.slice(-2);
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const quarter = statement.period;
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xList.push(
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filterRule === "annual" ? "FY" + year : "FY" + year + " " + quarter,
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);
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}
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// Process each field using precomputed config and xList
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fields.forEach((field) => {
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const statementKey = field.key;
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const config = configMap[statementKey];
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if (!config) return;
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const valueList = [];
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// Loop through financialData in reverse to match xList order
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for (let i = financialData.length - 1; i >= 0; i--) {
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const statement = financialData[i];
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const rawValue = Number(statement[config.propertyName]);
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// Round to two decimals
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const value = parseFloat(rawValue.toFixed(2));
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valueList.push(value);
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}
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processedData[statementKey] = {
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xList, // re-use the precomputed labels
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valueList,
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labelName: config.label,
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};
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});
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// Build tableList once for all charts and sort by date (newest first)
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tableList = financialData.map((statement) => ({
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date: statement.date,
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// Add more properties if needed
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}));
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tableList.sort((a, b) => new Date(b.date) - new Date(a.date));
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}
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$: {
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if ($timeFrame || activeIdx) {
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if (activeIdx === 0) {
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filterRule = "annual";
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fullStatement = data?.getData?.annual;
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} else {
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filterRule = "quarterly";
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fullStatement = data?.getData?.quarter;
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}
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financialData = filterStatement(fullStatement, $timeFrame);
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preprocessFinancialData();
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}
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}
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</script>
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<SEO
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title={`${$displayCompanyName} (${$stockTicker}) Financials - Income Statement`}
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description={`Detailed annual and timeFramely income statement for ${$displayCompanyName} (${$stockTicker}). See many years of revenue, expenses and profits or losses.`}
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/>
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<section class=" w-full overflow-hidden h-full">
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<div
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class="w-full flex justify-center w-full sm-auto h-full overflow-hidden mt-4 sm:mt-0"
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>
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<div
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class="w-full relative flex justify-center items-center overflow-hidden"
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>
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<main class="w-full">
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<div class="sm:pl-7 sm:pb-7 sm:pt-7 m-auto mt-2 sm:mt-0">
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<div
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class="mb-3 flex flex-col sm:flex-row items-center justify-between"
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>
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<h1 class="text-xl sm:text-2xl font-bold">
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{removeCompanyStrings($displayCompanyName)} Income Statement
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</h1>
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<div
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class="mt-3 sm:mt-0 mb-2 sm:mb-0 bg-gray-300 dark:bg-secondary w-full min-w-24 sm:w-fit relative flex flex-wrap items-center justify-center rounded-md p-1"
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>
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{#each tabs as item, i}
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{#if !["Pro", "Plus"]?.includes(data?.user?.tier) && i > 0}
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<button
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on:click={() => goto("/pricing")}
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class="cursor-pointer group relative z-1 rounded-full w-1/2 min-w-24 md:w-auto px-5 py-1"
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>
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<span class="relative text-sm block font-semibold">
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{item.title}
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<svg
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class="inline-block ml-0.5 -mt-1 w-3.5 h-3.5"
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xmlns="http://www.w3.org/2000/svg"
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viewBox="0 0 24 24"
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><path
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fill="currentColor"
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d="M17 9V7c0-2.8-2.2-5-5-5S7 4.2 7 7v2c-1.7 0-3 1.3-3 3v7c0 1.7 1.3 3 3 3h10c1.7 0 3-1.3 3-3v-7c0-1.7-1.3-3-3-3M9 7c0-1.7 1.3-3 3-3s3 1.3 3 3v2H9z"
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/></svg
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>
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</span>
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</button>
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{:else}
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<button
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on:click={() => (activeIdx = i)}
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class="cursor-pointer group relative z-1 rounded-full w-1/2 min-w-24 md:w-auto px-5 py-1 {activeIdx ===
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i
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? 'z-0'
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: ''} "
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>
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{#if activeIdx === i}
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<div class="absolute inset-0 rounded-md bg-[#fff]"></div>
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{/if}
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<span
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class="relative text-sm block font-semibold whitespace-nowrap {activeIdx ===
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i
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? 'text-black'
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: ''}"
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>
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{item.title}
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</span>
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</button>
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{/if}
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{/each}
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</div>
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</div>
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<div class="grid grid-cols-1 gap-2">
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{#if financialData?.length > 0}
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<div
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class="mb-2 flex flex-row items-center w-full justify-end sm:justify-center"
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>
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<label
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class="inline-flex mt-2 sm:mt-0 cursor-pointer relative mr-auto"
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>
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<input
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on:click={toggleMode}
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type="checkbox"
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checked={$coolMode}
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value={$coolMode}
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class="sr-only peer"
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/>
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<div
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class="w-11 h-6 bg-gray-400 rounded-full peer-checked:after:translate-x-full peer-checked:after:border-white after:content-[''] after:absolute after:top-0.5 after:left-[2px] after:bg-white after:border-gray-300 after:border after:rounded-full after:h-5 after:w-5 after:transition-all peer-checked:bg-[#1563F9]"
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></div>
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{#if $coolMode}
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<span class="ml-2 text-sm"> Chart Mode </span>
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{:else}
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<span class="ml-2 text-sm"> Table Mode </span>
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{/if}
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</label>
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<div class="flex flex-row items-center w-fit sm:ml-auto">
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<div class="relative inline-block text-left grow">
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<DropdownMenu.Root>
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<DropdownMenu.Trigger asChild let:builder>
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<Button
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builders={[builder]}
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class="shadow-sm w-full border-gray-300 dark:border-gray-600 border sm:hover:bg-gray-100 dark:sm:hover:bg-primary ease-out flex flex-row justify-between items-center px-3 py-2 rounded-md truncate"
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>
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<span class="truncate">{$timeFrame}</span>
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<svg
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class="-mr-1 ml-1 h-5 w-5 xs:ml-2 inline-block"
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viewBox="0 0 20 20"
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fill="currentColor"
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style="max-width:40px"
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aria-hidden="true"
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>
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<path
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fill-rule="evenodd"
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d="M5.293 7.293a1 1 0 011.414 0L10 10.586l3.293-3.293a1 1 0 111.414 1.414l-4 4a1 1 0 01-1.414 0l-4-4a1 1 0 010-1.414z"
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clip-rule="evenodd"
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></path>
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</svg>
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</Button>
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</DropdownMenu.Trigger>
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<DropdownMenu.Content
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class="w-56 h-fit max-h-72 overflow-y-auto scroller"
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>
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<DropdownMenu.Label
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class="text-muted dark:text-gray-400"
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>
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Select time frame
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</DropdownMenu.Label>
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<DropdownMenu.Separator />
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<DropdownMenu.Group>
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<DropdownMenu.Item
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on:click={() => ($timeFrame = "5Y")}
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class="cursor-pointer sm:hover:bg-gray-300 dark:sm:hover:bg-primary"
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>
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5 years
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</DropdownMenu.Item>
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<DropdownMenu.Item
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on:click={() => ($timeFrame = "10Y")}
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class="cursor-pointer sm:hover:bg-gray-300 dark:sm:hover:bg-primary"
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>
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10 years
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</DropdownMenu.Item>
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<DropdownMenu.Item
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on:click={() => ($timeFrame = "MAX")}
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class="cursor-pointer sm:hover:bg-gray-300 dark:sm:hover:bg-primary"
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>
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Max
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</DropdownMenu.Item>
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</DropdownMenu.Group>
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</DropdownMenu.Content>
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</DropdownMenu.Root>
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</div>
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<Button
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on:click={() => exportFundamentalData("csv")}
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class="shadow-sm ml-2 w-fit border-gray-300 dark:border-gray-600 border sm:hover:bg-gray-100 dark:sm:hover:bg-primary ease-out flex flex-row justify-between items-center px-3 py-2 rounded-md truncate"
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>
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<span class="truncate">Download</span>
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<svg
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class="{['Pro', 'Plus']?.includes(data?.user?.tier)
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? 'hidden'
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: ''} ml-1 -mt-0.5 w-3.5 h-3.5"
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xmlns="http://www.w3.org/2000/svg"
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viewBox="0 0 24 24"
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||
><path
|
||
fill="currentColor"
|
||
d="M17 9V7c0-2.8-2.2-5-5-5S7 4.2 7 7v2c-1.7 0-3 1.3-3 3v7c0 1.7 1.3 3 3 3h10c1.7 0 3-1.3 3-3v-7c0-1.7-1.3-3-3-3M9 7c0-1.7 1.3-3 3-3s3 1.3 3 3v2H9z"
|
||
/></svg
|
||
>
|
||
</Button>
|
||
</div>
|
||
</div>
|
||
|
||
{#if $coolMode}
|
||
<div class="grid gap-5 xs:gap-6 lg:grid-cols-3 lg:gap-3">
|
||
{#each fields as item, i}
|
||
<FinancialChart
|
||
data={financialData}
|
||
{statementConfig}
|
||
displayStatement={item?.key}
|
||
{filterRule}
|
||
{processedData}
|
||
color={["#ff00cc", "#37ff00", "#0c63e7", "#07c8f9"][
|
||
i % 4
|
||
]}
|
||
/>
|
||
{/each}
|
||
</div>
|
||
{:else}
|
||
<div
|
||
class="w-full rounded-none sm:rounded-md m-auto overflow-x-auto no-scrollbar"
|
||
>
|
||
<table
|
||
class="table table-sm table-compact no-scrollbar rounded-none sm:rounded-md w-full bg-white dark:bg-table border border-gray-300 dark:border-gray-800 m-auto"
|
||
>
|
||
<thead class="text-muted dark:text-white">
|
||
<tr class="">
|
||
<td class="text-start text-sm font-semibold pr-10"
|
||
>Year</td
|
||
>
|
||
{#each financialData as cash}
|
||
{#if filterRule === "annual"}
|
||
<td class=" font-semibold text-sm text-end">
|
||
{"FY" + cash?.calendarYear?.slice(-2)}
|
||
</td>
|
||
{:else}
|
||
<td class=" font-semibold text-sm text-end">
|
||
{"FY" +
|
||
cash?.calendarYear?.slice(-2) +
|
||
" " +
|
||
cash?.period}
|
||
</td>
|
||
{/if}
|
||
{/each}
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- row -->
|
||
<FinancialTable data={financialData} {fields} />
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
{/if}
|
||
{/if}
|
||
</div>
|
||
</div>
|
||
</main>
|
||
</div>
|
||
</div>
|
||
</section>
|