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Chapter 63 – Company Financial News Scraper for the Top-down Analysis Using Easy2Digital News API

Industry and company up-to-date news helps you keep pace with the stock company you invested. Nevertheless, it is time consuming if you check one by one out of your investment dashboard. I daresay you feel excited if your stock dashboard can automatically refresh the company news every day using a financial news scraper. As a result, you can make decision always along with top-down industry and company news.

In this article, I’m going to introduce Easy2Digital financial news API 1.0 with the API script sample. With this API, you can build a financial news scraper for your specific collection of company symbols and integrate it with your stock monitor.

easy2digital apis

Chapter 62 – Intrinsic Value Scraper for Comparing BVPS vs Price per Share Using Easy2Digital API

Discounted value of the cash that can be taken out of a business during its remaining life, is a well-known intrinsic value explanation offered by Warren Buffett. In fact, the intrinsic value calculator has a top-down and simple way out although the bottom-up and in-depth one requires more input. 

In this article, I’ll walk you through how to leverage Easy2Digital API data to build an intrinsic value scraper using Python. By the end of this piece, you can quickly scrape and consolidate 5 metrics in bulk, and find out if the symbol candidate from your list is a potential undervalued one to add to the investment queue by BVPS vs price per share. 

easy2digital apis

Chapter 60 – Stock Symbol Data Scraper for Financial Ratio Analysis

Along with interest rates rising against inflation, global stock markets have been bearish and obviously continue to drop as inflation kind of hovers over in a higher position and might last for a long period before pushing it down. 

From a standpoint of the cost of buying in the stock market, this is absolutely a good chance to observe the momentum and estimate the time bottoming out. It’s because this timing is easier for us to analyze and identify undervalued companies compared to the previous QE era, notably now companies are confronting the increasing cost of debt and economic recession challenges. Who can stay still, who is the ACE? 

If you are an investor in mutual funds, ETFs, trusts, Stock, and so on. This article can help you build a stock symbol data scraper for analyzing financial ratios in bulk using Python, FMP, and Easy2Digital API.

Chapter 38 – Build a CLV Calculator of SaaS, Subscription & Membership Plan Using Python, OOP

There is a saying “Starting a business is difficult and maintaining a business is even more difficult”. The truth is the competition indeed is getting more and more fierce along with more players joining the game and competing with you. New customer acquisition costs are definitely increasing, so the question is how to sustainably defend your business and maintain the customer loyal to your product and service. It’s for the purpose of maintaining business competition cutting-edge at the end and avoiding losing profit or even losing money. Understanding your customer lifetime value and calculating, getting a right number to refer is vital.

npv calculator

Chapter 36: Build an NPV Calculator in eCommerce Business Space Using Python

Global stock market is just like a roller coaster now, and if you are the passenger in the game, you might have a true feeling how exciting it is. Definitely we have alternatives out there, such as cryptocurrency, gold, etc. And private equity investment must be one of the options and eCommerce is a hot spotlight space. You can calculate the gold price by observing the historical trend and worldwide political, economic events. For the eCommerce business valuation, you can also have a calculator.

Chapter 33: Build an eCommerce Profit Margin Calculator Using OOP

Business is essentially a calculation. Based on the calculations that integrate with external and internal factors, people can stand on a giant shoulder and evaluate the current status and predict a more precise future. It’s not 100% correct, as the change is beyond the plan. However, it ensures you are indeed on the way to the goal instead of going the wrong way. The goal here is profitable whatever strategies you are implementing. And in the eCommerce space, SKU profit margin calculation is applicable as well.

Comparable company analysis is one of the most popular approaches to evaluating potential stock investment opportunities. It’s a well-known approach to evaluating private equity investment as well. Data is critical for CCA. I’m not saying the fragmented and dot-by-dot pattern of data. But I am saying that big data, data can continuously flow in. In this article, I will walk you through what FMP and FMP API are, and how you leverage them to build a bot scraping financial data. By the end of this Python Tutorial, you can learn what ingredients you need to create the Python script of the FMP bot, and how to find the symbol used in the script. What Is Financial Modeling Prep or FMP API What is the source of the financials data - SEC Stock Market Data and Financial Data you need to scrape for the Comparable Company Analysis Must-have Python Libraries Revenue CAGR for the private eCommerce business valuation Full Python Script of CCA and FMP Bot Comparable Company Analysis Bot - What Is Financial Modeling Prep or FMP API? Financial Modeling Prep is a platform that offers you the best and most real-time information about stock markets. That includes news, currencies, stock prices, and the symbol financials. It’s a great data source platform to get the valuable data you need. For example, you can get discounted cash flow statements of companies to see if they are undervalued, overvalued, or simply at par value. Or you can get the market data and financial side data for your CCA. It’s feasible for you to find all financial models and valuation techniques, data that are used in corporate finance to get companies intrinsic valuation. For the financial modeling prep or FMP API, it offers you a fast lane to grab the data using python and push it to your data management interface. If you are working on the list of company NPVs to see the IRR, it takes you only a few seconds to grab all the comparable data. The company data comes from income statements over the past 5 years in a similar industry and product categories. So you can use the industrial revenue CAGR to forecast the revenue and gross profit. What is the source of the FMP financials data - SEC The U.S. Securities and Exchange Commission or SEC is an independent federal government regulatory agency responsible for protecting investors, maintaining fair and orderly functioning of the securities markets, and facilitating capital formation. U.S. Congress founded it in 1934 as the first federal regulator of the securities markets. The SEC promotes full public disclosure, protects investors against fraudulent and manipulative practices in the market, and monitors corporate takeover actions in the United States. It also approves registration statements for bookrunners among underwriting firms. Therefore, you can grab all up-to-date and reliable listed company financial datasets by using FMP API. All data is from the SEC and endorsed by the government. Python Tutorial - Stock Market Data & Financial Data you need to scrape for CCA In the article regarding the stock valuation using comparable company analysis, I walk through 3 primary sections of data to analyze the potential investment opportunities. For more details, please check out this article. Essentially for generating the multiples such as EV/Sales, EV/EBITDA, EV/EBIT, you would need the market data and financial data. Regarding the marketing data, it needs three data metrics, which are price per share, market cap, and TEV. What’s more, you also need financial data, such as sales or revenue, EBITDA, EBIT, and earnings. FMP API provides the company's financial income statement data. So you can utilize this API endpoint to grab the data For the API key token, you need to sign up an FMP account first and copy the API key that existed in your account setting. FMP account sign-up is totally free. It just takes you a few mins to create an account. It’s very easy and convenient. Comparable Company Analysis Bot - Must-have Python Libraries and Ingredients Basically, you can generate the data using requests calling the FMP API. Meanwhile, as the FMP is the JSON data format. You need the JSON library as well in the script. import requests import json import csv import pandas as pd import gspread import time from oauth2client.service_account import ServiceAccountCredentials For the data formatting, I would recommend you use Pandas. And If you like to update the data to Google Sheets automatically, you can select gspread. The main ingredient the script needs is the comparable company list, which requires adding the symbols. The symbol represents the specific listed company. For example, the Apple symbol is AAPL. I would recommend two ways for you to grab the list of symbols. One is you can utilize the Finviz platform. This is the platform I walked you through on how to find comparable company symbols in this article. You can immediately get a list of potential companies by filtering the criteria. For the Finviz bot, I would specifically walk you through how to create using python in the other article. The other way is you can just google it or search for them in yahoo finance. Normally it would come up in SERP with the most relevant and popular symbols in the industry and similar product categories. For example, here are the best smart home listed companies in the public market. Revenue CAGR using FMP API for the private eCommerce business valuation FMP API is very powerful which is not only suitable for stock valuation and CCA. It can also be applied to private equity investment. FMP company financial income statement provides the fiscal year revenue number over the past 5 years. The data is from the SEC, which is reliable to use as an anchor. For the CAGR calculation, you can use the Google Sheet functions - power, to calculate. Take the smart home for example. FMP API can give you the past 5 years of sales of the listed company. So you can take the 1st year and the 5th year sale number to calculate the CAGR. For getting a more convincing revenue CAGR, you can select all similar listed companies and use the media CAGR. That in a way represents this industry in the past 5 years. For the potential private company in the comparable industry, you of course can easily have the product average order value and monthly traffic online. So you can calculate the 1st year GMV. Plus the industrial revenue CAGR, you can also forecast the 2nd, 3rd, 4th, and 5th year’s GMV. Full Python Script of CCA and FMP Bot If you would like to have the full version of the Python Script of Comparable Company Analysis Bot, please subscribe to our newsletter by adding the message Python Tutorial 28. We would send you the script immediately to your mailbox. I hope you enjoy reading Python Tutorial 28 - Create the Comparable Company Analysis Bot, FMP Bot Using FMP API. If you did, please support us by doing one of the things listed below, because it always helps out our channel. Support my channel through PayPal ( Subscribe to my channel and turn on the notification bell Easy2Digital Youtube channel. Follow and like my page Easy2Digital Facebook page Share the article on your social network with the hashtag #easy2digital Buy products with Easy2Digital 10% OFF Discount code (Easy2DigitalNewBuyers2021) You sign up for our weekly newsletter to receive Easy2Digital latest articles, videos, and discount code Subscribe to our monthly membership through Patreon to enjoy exclusive benefits (

Chapter 28 – Build the Comparable Company Analysis Bot Using Easy2Digital APIs

Data intelligence is not a term to show off how you are good at using data to make right decisions. I believe nobody can say we have a right stock investment decision with 100% correct prediction. Data intelligence is like an advisor giving you a way to see the big picture and inspire you with new ideas, and be along with you in the critical thinking and analysis journey. The question is how to scably and automatically collect and update the data for CCA. This is what the article is about today - FMP Bot using FMP API

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Chapter 29 – Build an Indiegogo Bot for Scraping Most Crowdfunded Projects

Indiegogo is an online crowdfunding platform that brings Users together to support crowdfunding campaigns featuring innovative products, creative design, and inspired ventures. It allows brands to launch and seek to raise funds for their own Campaigns and to contribute to the Campaigns of others. Campaign Owners can offer Perks to Contributors in thanks for the Contributors’ donation of funds.So do you want to consolidate all most funded projects in different sectors and categories by just spending 10 seconds. This is why this article is about today.

Chapter 27: Build a Kickstarter Bot to Fetch Top and Trending Crowdfunding Product Data

Innovation and creativity ahead often are driven by capital. So as an eCommerce player in your space, it’s helpful and useful to notice the capital flow or projects paid attention to by the investors. There are many crowdfunding platforms out there, and frankly, there are many future stars that you might not be able to find on Amazon. But this is something we might be more interested in, for spotting a potentially profitable project. The question is how to automate collecting intelligent insights. So this is why this piece.

private equity investment

Private Equity Investment: eCommerce Business Valuation Using NPV and IRR

China's general trade business and companies might be in a way impacted by the cancellation of GSP treatment, or called the Generalized System of Preference treatment. Although it also depends on what product category of export business, tariff percentage implies the enforcement of reduced profitability or increasing the prices. Pros and cons always come together. The momentum of growth on D2C cross-border eCommerce, on the other hand, is rising. The question is how to evaluate the cross-border eCommerce business potential if you spot this is indeed an investment and monetization opportunity.

cohort analysis

Subscription Business Model Cohort Analysis for Retention Rate, ARPU, CAC, CLV

If you are running a subscription business model, whatever there is a similar model like yours or there is no model like it on the internet. Understanding your customer feedback about your product and service is critical because these data and insight highly reflect the trend of granular revenue and profit forecasting in this business. And with the domino effect, directly impacts your decision of branding and marketing options from paid to social and email drive sales and customer advocate. In the coming years, I believe if all the positive P&L results from actual performance and forecasts are coming up, all are thanks to this good beginning.

So the question is how to analyze the subscription business model performance. In this article, I would walk you through how to leverage cohort analysis that might be just in the Google Sheets, for the purpose to understand the subscription's actual retention and churn rate performance. By the end of this piece, you can learn the beauty of cohort analysis for your subscription business, and deploy your marketing and sales strategy based on the analysis.


CAPEX vs OPEX – Apply to Measure Branding and Performance Marketing Outcome

Branding is the future of a business, and branding dilutes the impact of product pricing from customer purchase decisions. So branding is significantly vital like this and that. Personally it’s a kind of common sense, and most people realize that even though they are not professional marketers and business holders. So this article might give you some hints on how to quantify the outcome of branding from a finance and marketing perspective. Next time, it can be a great discussion to reply to your line managers or clients when they question why there was no outcome from the branding investment.

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Selling Well But Be Losing Money? 7 Variable Costs Are Impacting Your Online Store Profit Margin

Most of the online sellers ignore what variable costs would take place per transaction, and underestimate the impact of variable cost change in the profit margin, particularly as the variable cost increases with the sales going up.

So for the purpose to avoid selling more but be losing more. I’m going to talk about 7 types of online store selling variable cost that can impact the profit margin per transaction.

saas ecommerce

SaaS eCommerce Value Calculator – Potential Sector, Client, and Product Value Proposition

Profit and loss calculator module is not a strange term to eCommerce brands and sellers. Basically the essence of commerce is to sell and earn profit. And the purpose of branding in a way is to dilute or decrease the importance of pricing in the eCommerce space. Then, the calculator module is not the IP of B2C. To B2B companies like SaaS eCommerce, a value proposition calculator is a critical component before things move forward. Without it, it is just like a car hasn’t an engine.

python web application

Python Web Application: Multi Calculators – NPV, P&L, CLV

Web applications are easy to integrate with different applications, like we can combine different financial and marketing calculators today. The users can select the NPV, CLV or P&L calculator. Or they can generate the scraped data by selecting the eCommerce bots or social bot in one interface. Transformer is not just in the animation, you can leverage Python and flask to empower your Python web applications with more and more features and reduce the complex steps to get what you want.

cash conversion cycle

Cash Conversion Cycle – Play Around Account Receivable & Account Payable for Marketing Strategies

Cash flow is the king and any business pays most attention to the ratio between cash out-flow and cash in-flow, to maintain investors’ confidences and company profitability.

There are quite a lot of components affecting the cash conversion cycle, such as cash and cash equivalent, account receivables, inventory, capital expenditure, P&L, cost of debts and debts, etc. For marketers, account receivable and account payable must be one of the components we are able to leverage to design marketing strategies and implement for diverse business goals.

valuation multiples

Valuation Multiples – P/E, P/B, EV/EBITDA Ratio Hints for Marketers

Valuation multiples are financial measurement tools that evaluate one financial metric as a ratio of another, in order to make different companies more comparable. As a marketer, not only is it necessary to understand your company, but also learning from peers or competitors with better valuation is a way to refer and grab inspirational ideas. This article briefly goes through 3 main valuation multiples which investors pay more attention to, and marketers should be aware of the value.

profitability ratio

Profitability Ratio – Gross Margin, EBITDA Margin, Net Margin Hints for Marketers and Investors

Profitability ratios measure a company’s profitability stemming from financial statements. One of the main sources must be the income statement. It’s because of all the company’s main forms of income and expense. 

There are countless ways to slice and dice income statements. Nevertheless, there are three main margin ratios that come up most frequently in the analysis from both investors and marketers. These ratios are the gross margin, EBITDA margin, and net margin.

liquidity ratio

Liquidity Ratio – Quick Ratio, Interest Coverage, Debt / Equity Implication for Investors and Marketers

Liquidity ratio reflects a company’s resilience capability when facing economic and market vulnerability and volatility. As an investor, companies with great liquidity capability definitely are the better options in the investment portfolio. Meanwhile, marketers have responsibility to adjust budget and strategies along wit business iquidity ratio upsizing or downsizing. Moreover, be sure to constantly communicate with the market and build brand credibility and trustworthy always-on.

In this article, there are 3 aspects to look into and justify whether a company is in a healthy liquidity ratio status, which includes quick ratio, interest coverage and debt to equity.

roa, roe, roc

ROA, ROE, ROC – Hints for Investors and Marketers from Financial Ratio Analysis

On the whole, measuring returns in business is critical and ROA, ROE, ROC ratios is a super useful way to monitor whether a company is putting money entrusted to it to good use. Moreover, these three metrics can provide investors and marketers a picture of the company’s potential investment evaluation, although it needs to be cautious to look into.

In this article, I will go through ROA, ROE, ROC financial analysis ratios and share tips to look into them to gain insightful opportunities for investors and marketers, and also avoid data traps.

Stock Valuation Using Comparable Company Analysis(CCA), Finviz, FMP

Investment is an eternal topic and discussion, particularly in an inflationary economic environment for the purpose to keep your money's value. It’s no double that the stock market is one of the best options. Stocks offer investors the greatest potential for short-term trading, or growth over the long haul. But stock prices move down as well as up, the question is how to be a real investor instead of speculation

Chapter 61 – Financial Statement Scraper for Common-Sizing Comparison Using Easy2Digital APIs

Financial statements provide investors and marketers the raw data that can facilitate them to calculate, and compare the underlying value of companies. Moreover, notably revenue growth, capital expenses, and debt growth YoY do directly imply if a company is in a good shape or not, for example, market share is shrinking, or probably the cost of debt might rise, or it’s a potential one to invest because of current aggressive investment in new product development.

In this article, I’m going to work through how to build a financial statement bot using Easy2Digital API and Python. By the end of this piece, you can use the Python script and Easy2Digital API to obtain specific listed companies’ financial statement data, or leverage it to automate your dashboard update.