insta: P & L Key Performance Indicators (KPIs)

Description

Calculate income statement ratios: (1) Gross Profit Margin, (2) Net Profit Margin, (3) Earnings Per Share (EPS), (4) Price to Earnings (P/E) Ratio.

Usage

insta(REV,COS,NET,PREF,SHARES,PPS)

Value

A data.frame with the 4 ratios and their respective values.

Arguments

REV: Revenue (Numeric Variable).
COS: Cost of Sales (Numeric Variable).
NET: Net Income (Numeric Variable).
PREF: Amount of Preferred Stock Dividend (Numeric Variable) - Optional (Essential for the calculation of EPS & P/E Ratio).
SHARES: Number of Shares (Numeric Variable) - Optional (Essential for the calculation of EPS & P/E Ratio).
PPS: Price per Share (Numeric Variable) - Optional (Essential for the calculation of P/E Ratio).

Author

Pavlos Pantatosakis.

R implementation and documentation: Pavlos Pantatosakis pantatosakisp@yahoo.com.

References

Hayes A. (2024). Profitability Ratios: What They Are, Common Types, and How Businesses Use Them. https://www.investopedia.com/terms/p/profitabilityratios.asp

Picardo E. (2024). P/E Ratio vs. EPS vs. Earnings Yield: What's the Difference? https://www.investopedia.com/articles/investing/120513/comparing-pe-eps-and-earnings-yield.asp

Examples

Run this code

##
# Example usage
example <- insta(
  REV = 25000000, # Revenue
  COS = 19850000, # Cost of Sales
  NET = 1000000, # Net Income
  PREF = 100000, # Preferred Stock Dividend
  SHARES = 100000, # Number of Shares
  PPS = 120 # Price per Share
)

print(example)

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