fix(yahoo): print the fundamentals given in percent with their unit (#1414)

- Dividend Yield and Debt to Equity carry a % sign, and Debt to Equity its ratio, beside the margins and returns Yahoo gives as fractions
This commit is contained in:
Yijia-Xiao
2026-09-29 05:57:18 +00:00
parent d201105a4d
commit 0d22cad2af
2 changed files with 46 additions and 2 deletions
+39
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@@ -0,0 +1,39 @@
"""Yahoo's percent-valued fields say they are percentages (#1414).
``Ticker.info`` gives ``dividendYield`` and ``debtToEquity`` in percent (0.41 is
0.41%; 78.4 is 78.4%, a ratio of 0.78) but margins and returns as fractions
(0.27 is 27%). Printed side by side without a unit, one scale reads as the other.
"""
from unittest import mock
import pytest
from tradingagents.dataflows import date_window
from tradingagents.dataflows.vendors.yahoo import fundamentals
TODAY = "2026-09-26"
def _fundamentals(info):
with mock.patch.object(date_window, "get_current_date", return_value=TODAY), \
mock.patch.object(fundamentals, "yf_retry", lambda fn: info):
return fundamentals.get_fundamentals("AAPL", TODAY)
@pytest.mark.unit
def test_percent_fields_carry_their_unit_and_fractions_are_unchanged():
out = _fundamentals({"longName": "Apple Inc.", "dividendYield": 0.32, "debtToEquity": 78.445,
"profitMargins": 0.27619, "returnOnEquity": 1.4875101})
assert "Dividend Yield: 0.32%" in out
assert "Debt to Equity: 78.445% (0.78x)" in out
assert "Profit Margin: 0.27619" in out
assert "Return on Equity: 1.4875101" in out
@pytest.mark.unit
def test_an_absent_percent_field_is_left_out():
out = _fundamentals({"longName": "JPMorgan Chase & Co.", "profitMargins": 0.35})
assert "Dividend Yield" not in out and "Debt to Equity" not in out
+7 -2
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@@ -36,6 +36,10 @@ def get_fundamentals(
if not info:
raise_for_empty(ticker, canonical, "fundamentals")
# Yahoo gives these two in percent (dividendYield 0.41 is 0.41%; debtToEquity
# 78.4 is 78.4%, a ratio of 0.78) but the margins and returns as fractions,
# so each carries its unit.
dividend_yield, debt_to_equity = info.get("dividendYield"), info.get("debtToEquity")
fields = [
("Name", info.get("longName")),
("Sector", info.get("sector")),
@@ -47,7 +51,7 @@ def get_fundamentals(
("Price to Book", info.get("priceToBook")),
("EPS (TTM)", info.get("trailingEps")),
("Forward EPS", info.get("forwardEps")),
("Dividend Yield", info.get("dividendYield")),
("Dividend Yield", None if dividend_yield is None else f"{dividend_yield}%"),
("Beta", info.get("beta")),
("52 Week High", info.get("fiftyTwoWeekHigh")),
("52 Week Low", info.get("fiftyTwoWeekLow")),
@@ -61,7 +65,8 @@ def get_fundamentals(
("Operating Margin", info.get("operatingMargins")),
("Return on Equity", info.get("returnOnEquity")),
("Return on Assets", info.get("returnOnAssets")),
("Debt to Equity", info.get("debtToEquity")),
("Debt to Equity", None if debt_to_equity is None
else f"{debt_to_equity}% ({debt_to_equity / 100:.2f}x)"),
("Current Ratio", info.get("currentRatio")),
("Book Value", info.get("bookValue")),
("Free Cash Flow", info.get("freeCashflow")),