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How to get ratios
Al Nal
posted Nov 21, 2019
Fundamentals

I could not find in the documentation how to get the following ratios:

  1. Price/Operating Earnings (Basic, Excl. EI) (I don't found Operating Earnings)
  2. Price/Operating Earnings (Diluted, Excl. EI)
  3. Forward P/E to 1-year Growth (PEG) ratio (I found only peg_ratio. It is ForwardPERatio / Long-term Average Earning Growth Rate)
  4. Trailing P/E to Growth (PEG) ratio.
  5. EPS excluding Extraordinary Items (diluted_eps_earnings_reports minus - diluted_extraordinary_earnings_reports?)

Please help me how I can calculate it using Morningstar data.

1 response
Timmy Hodge
Apr 6, 2020

you can check the documentation on morningstar for fundamentals to find operating earnings etc. I am not sure whether it has forward peg, but if you know why to use peg with a bit of modification you can calculate your own forward peg ratio. I am dropping down the link below for morningstar fundamentals which has many of the necessary ratios as well as such information on EBIT, etc. hope that helps.

P.S Morningstar may not provide data or information for every single ratio or some non widely used stuff but you can just gather data and calculate the things accordingly as it provides all the ncessary information that you need. The rest is just calculation.

https://www.quantopian.com/docs/data-reference/morningstar_fundamentals

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