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FinanceToolkit v1.3.4

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@JerBouma JerBouma released this 12 Sep 17:59
· 657 commits to main since this release

This release introduces two new models which are the Weighted Average Cost of Capital (WACC) and the Intrinsic Valuation.

As an example, see the WACC below. For the method of calculation please see here.

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Furthermore, the Intrinsic Valuation attempts to calculate the intrinsic value of an asset. This does require some manual input through which are growth, perpetual growth and WACC numbers given that this model is highly subjective and asset dependent.

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The growth numbers can be specified for each asset individually as well. For the method of calculation please see here.

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Next to that, I've introduced trailing calculations for the Financial Statements and Ratios. As an example, you can now see the Trailing P/E ratio with the following code. Note that you need to have quarterly=True to get the actual TTM (otherwise you will take the trailing value over 4 years).

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