learn-trading/docs/defeatbeta_mapping.org

• Price & Volume Data
• DefeatBeta Price Data Structure
• Financial Statements
  • Statement Object Methods
• Valuation Metrics
  • Key Advantage: Historical Valuation Data
• Financial Ratios
  • WACC Components Available in DefeatBeta
• Growth Metrics
• Margin Metrics
• Dividends & Stock Splits
• Company Info & Metadata
• Unique DefeatBeta Features (Not in Yahoo Finance)
• Example: yfinance → DefeatBeta Migration
  • Yahoo Finance Style
  • DefeatBeta Equivalent
  • Getting Current Values from DefeatBeta
• Quick Reference: Common Operations
• Data Type Differences
• Converting Decimal to Float
• When to Use Each
• Environment Setup
• Mapping Limitations & Verification Notes
  • What was confirmed correct (live data matched)
  • Incorrect property names for yfinance (deprecated in v1.3)
  • Conceptual mismatch: longName vs long_business_summary (Company Info)
  • Typo in Financial Statements note (cashflow row)
  • Data format differences found in verified pairs
  • Historical coverage gap
  • DuckDB compatibility issue (defeatbeta-api 0.0.45 + DuckDB 1.4.3)
  • Data freshness
• Common Issues & Solutions
• Additional Resources
• Footer

Price & Volume Data

Yahoo Finance	DefeatBeta-API	Return Type	Notes
ticker.history(period='max')	ticker.price()	pandas.DataFrame	OHLCV data
ticker.history(period='1d')	N/A	-	Real-time not available
ticker.history(start='...', end='...')	ticker.price() (filter)	pandas.DataFrame	Date filtering available

DefeatBeta Price Data Structure

# Columns: ['symbol', 'report_date', 'open', 'close', 'high', 'low', 'volume']
# Example:
     symbol report_date    open   close    high     low     volume
0    AAPL  2026-04-17  266.96  270.23  272.30  266.72  61314800

Financial Statements

Yahoo Finance	DefeatBeta-API	Return Type	Notes
ticker.quarterly_income_stmt	ticker.quarterly_income_statement()	Statement object	Different format
ticker.income_stmt	ticker.annual_income_statement()	Statement object	Annual version
ticker.quarterly_balance_sheet	ticker.quarterly_balance_sheet()	Statement object	Same structure
ticker.balance_sheet	ticker.annual_balance_sheet()	Statement object	Annual version
ticker.quarterly_cashflow	ticker.quarterly_cash_flow()	Statement object	'cashflow' vs 'cash_flow'
ticker.cashflow	ticker.annual_cash_flow()	Statement object	Annual version

Statement Object Methods

# DefeatBeta Statement objects have these methods:
income_stmt = ticker.quarterly_income_statement()
income_stmt.df()              # Returns pandas.DataFrame
income_stmt.data()           # Alternative access
income_stmt.print_pretty_table()  # Formatted output

Valuation Metrics

Yahoo Finance	DefeatBeta-API	Return Type	Notes
ticker.info['trailingPE']	ticker.ttm_pe()	pandas.DataFrame	Historical time series!
ticker.info['forwardPE']	N/A	-	Not available
ticker.info['trailingEps']	ticker.ttm_eps()	pandas.DataFrame	Historical time series!
ticker.info['forwardEps']	N/A	-	Not available
ticker.info['marketCap']	ticker.market_capitalization()	pandas.DataFrame	Historical time series!
ticker.info['priceToBook']	ticker.pb_ratio()	pandas.DataFrame	Price/Book ratio
ticker.info['priceToSalesTrailing12Months']	ticker.ps_ratio()	pandas.DataFrame	Price/Sales ratio
N/A	ticker.peg_ratio()	pandas.DataFrame	PEG ratio (unique)

Key Advantage: Historical Valuation Data

DefeatBeta provides full historical time series for:

• TTM P/E ratios (all daily closes)
• TTM EPS history
• Market cap history
• Price/Book, Price/Sales ratios

Yahoo Finance only provides current values in .info

Financial Ratios

Yahoo Finance	DefeatBeta-API	Return Type	Notes
ticker.info['returnOnEquity']	ticker.roe()	pandas.DataFrame	Historical time series!
ticker.info['returnOnAssets']	ticker.roa()	pandas.DataFrame	Historical time series!
N/A	ticker.roic()	pandas.DataFrame	Return on Invested Capital
N/A	ticker.wacc()	pandas.DataFrame	Weighted Avg Cost of Capital
ticker.info['beta']	ticker.beta()	pandas.DataFrame	5Y monthly beta

WACC Components Available in DefeatBeta

# Full breakdown of WACC calculation:
wacc = ticker.wacc()
# Columns: market_capitalization, beta_5y, sp500_10y_cagr, treasure_10y_yield,
#          weight_of_debt, weight_of_equity, cost_of_debt, cost_of_equity, wacc

Growth Metrics

Yahoo Finance	DefeatBeta-API	Return Type	Notes
ticker.info['revenueGrowth']	ticker.quarterly_revenue_yoy_growth()	pandas.DataFrame	YoY growth
ticker.info['earningsGrowth']	ticker.quarterly_eps_yoy_growth()	pandas.DataFrame	EPS YoY growth
N/A	ticker.quarterly_net_income_yoy_growth()	pandas.DataFrame	Net income growth
N/A	ticker.quarterly_operating_income_yoy_growth()	pandas.DataFrame	Operating income growth
N/A	ticker.quarterly_ebitda_yoy_growth()	pandas.DataFrame	EBITDA growth
N/A	ticker.quarterly_fcf_yoy_growth()	pandas.DataFrame	Free cash flow growth
N/A	ticker.annual_revenue_yoy_growth()	pandas.DataFrame	Annual revenue growth

Margin Metrics

Yahoo Finance	DefeatBeta-API	Return Type	Notes
ticker.info['profitMargins']	ticker.quarterly_net_margin()	pandas.DataFrame	Historical time series!
ticker.info['grossMargins']	ticker.quarterly_gross_margin()	pandas.DataFrame	Historical time series!
ticker.info['operatingMargins']	ticker.quarterly_operating_margin()	pandas.DataFrame	Historical time series!
N/A	ticker.quarterly_ebitda_margin()	pandas.DataFrame	EBITDA margin
N/A	ticker.quarterly_fcf_margin()	pandas.DataFrame	Free cash flow margin
N/A	ticker.industry_quarterly_gross_margin()	pandas.DataFrame	Industry comparison

Dividends & Stock Splits

Yahoo Finance	DefeatBeta-API	Return Type	Notes
ticker.dividends	ticker.dividends()	pandas.DataFrame	Dividend history
ticker.splits	ticker.splits()	pandas.DataFrame	Stock split history
ticker.info['dividendYield']	N/A	-	Not in separate field
ticker.info['trailingAnnualDividendYield']	N/A	-	Not available

Company Info & Metadata

Yahoo Finance	DefeatBeta-API	Return Type	Notes
ticker.info	ticker.info()	pandas.DataFrame	One row, many columns
ticker.info['longName']	N/A (check name/short_name column)	string	Company trading name
ticker.info['longBusinessSummary']	ticker.info()['long_business_summary']	string	Business description
ticker.info['sector']	ticker.info()['sector']	string	Sector classification
ticker.info['industry']	ticker.info()['industry']	string	Industry classification
ticker.info['website']	ticker.info()['web_site']	string	Company website
ticker.info['fullTimeEmployees']	ticker.info()['full_time_employees']	int	Employee count
N/A	ticker.officers()	pandas.DataFrame	Company officers
N/A	ticker.calendar()	pandas.DataFrame	Earnings calendar

Unique DefeatBeta Features (Not in Yahoo Finance)

Feature	Method	Description
Earnings Transcripts	ticker.earning_call_transcripts()	Full earnings call transcripts
	transcripts.get_transcripts_list()	List all available transcripts
	transcripts.get_transcript(year, quarter)	Get specific quarter's transcript
	transcripts.summarize_key_financial_data_with_ai()	AI-powered summary
Revenue Breakdown	ticker.revenue_by_segment()	Revenue by product segment
	ticker.revenue_by_product()	Detailed product breakdown
	ticker.revenue_by_geography()	Revenue by geographic region
Automated DCF	ticker.dcf()	Generates Excel DCF valuation
AI Analysis	transcripts.analyze_financial_metrics_change...	LLM analysis of quarter changes
	transcripts.analyze_financial_metrics_forecast...	LLM forecast analysis
Industry Metrics	ticker.industry_ttm_pe()	Industry P/E comparison
	ticker.industry_roe()	Industry ROE comparison
	ticker.industry_quarterly_gross_margin()	Industry margin comparison

Example: yfinance → DefeatBeta Migration

Yahoo Finance Style

import yfinance as yf

ticker = yf.Ticker('AAPL')

# Current valuation
pe = ticker.info['trailingPE']
eps = ticker.info['trailingEps']
market_cap = ticker.info['marketCap']

# Financial statements
quarterly_financials = ticker.quarterly_financials
quarterly_balance = ticker.quarterly_balance_sheet

# Growth
revenue_growth = ticker.info['revenueGrowth']

DefeatBeta Equivalent

from defeatbeta_api.data.ticker import Ticker

ticker = Ticker('AAPL')

# Historical valuation time series
ttm_pe = ticker.ttm_pe()         # Full daily P/E history
ttm_eps = ticker.ttm_eps()       # Full EPS history
market_cap = ticker.market_capitalization()  # Daily market cap

# Financial statements
quarterly_income = ticker.quarterly_income_statement()
quarterly_balance = ticker.quarterly_balance_sheet()

# Convert to DataFrame
income_df = quarterly_income.df()

# Growth metrics (time series!)
revenue_growth = ticker.quarterly_revenue_yoy_growth()
eps_growth = ticker.quarterly_eps_yoy_growth()

Getting Current Values from DefeatBeta

# DefeatBeta provides time series, but getting current value is easy:
current_pe = ticker.ttm_pe().iloc[-1]['ttm_pe']
current_eps = ticker.ttm_eps().iloc[-1]['tailing_eps']
current_mcap = ticker.market_capitalization().iloc[-1]['market_capitalization']
current_roe = ticker.roe().iloc[-1]['roe']

Quick Reference: Common Operations

Operation	Yahoo Finance	DefeatBeta-API
Get current price	ticker.info['currentPrice']	ticker.price().iloc[-1]['close']
Get current P/E	ticker.info['trailingPE']	ticker.ttm_pe().iloc[-1]['ttm_pe']
Get current EPS	ticker.info['trailingEps']	ticker.ttm_eps().iloc[-1]['tailing_eps']
Get market cap	ticker.info['marketCap']	ticker.market_capitalization().iloc[-1]['market_capitalization']
Get ROE	ticker.info['returnOnEquity']	ticker.roe().iloc[-1]['roe']
Get revenue (TTM)	ticker.info['totalRevenue']	ticker.quarterly_income_statement().df().iloc[0]['TTM']
Get 5Y beta	ticker.info['beta']	ticker.beta().iloc[-1]['beta']

Data Type Differences

Aspect	Yahoo Finance	DefeatBeta-API
Dates in DataFrame	DatetimeIndex	'report_date' column
Column naming	Title case (Open, Close)	Snake case (open, close)
Dividends/Splits	Separate columns in history	Separate DataFrames
Quarterly data	Transposed (dates as columns)	Wide format (TTM + quarters as columns)
Missing data	NaN	NaN
Numeric types	float	Decimal (convert with float())

Converting Decimal to Float

# DefeatBeta returns Decimal types for financial data
# Always convert before arithmetic operations

value = ticker.ttm_eps().iloc[-1]['tailing_eps']
value_float = float(value)  # Convert Decimal → float

# Use in calculations
market_cap_billions = float(market_cap.iloc[-1]['market_capitalization']) / 1e9

When to Use Each

Use Case	Recommendation	Reason
Backtesting trading strategies	DefeatBeta	No rate limits, consistent historical data
DCF Valuation modeling	DefeatBeta	Automated Excel output
Revenue segment analysis	DefeatBeta	Unique revenue breakdown
Earnings call research	DefeatBeta	Full transcripts available
Real-time price alerts	Yahoo Finance	15min delayed but real-time
Analyst recommendations	Yahoo Finance	Price targets, ratings
Institutional ownership	Yahoo Finance	Major holders data
Options/derivatives data	Yahoo Finance	Not available in DefeatBeta
Quick stock lookup	Either	Both work well
Multi-year historical analysis	DefeatBeta	Faster queries, no rate limits

Environment Setup

Task	Command
Install DefeatBeta	uv add defeatbeta-api
Install yfinance	uv add yfinance
Run notebook	uv run jupyter notebook
Check version	ticker.price() shows data update date

Mapping Limitations & Verification Notes

Verified 2026-04-26 via test_mapping.py on AAPL. defeatbeta-api 0.0.45, yfinance 1.3.0, DuckDB 1.4.3.

What was confirmed correct (live data matched)

• dividends(): both APIs return $0.26 for Nov-2025 and Feb-2026 payments — values match exactly
• splits(): both return the same ratios (7:1 in 2014, 4:1 in 2020)

Incorrect property names for yfinance (deprecated in v1.3)

Used in mapping	Correct name in yfinance 1.3+
ticker.quarterly_financials	ticker.quarterly_income_stmt
ticker.financials	ticker.income_stmt

The old names were removed. The mapping should use the new names.

Conceptual mismatch: longName vs long_business_summary (Company Info)

The mapping equates ticker.info['longName'] with ticker.info()['long_business_summary'], labelling it "Business summary". This is wrong:

• longName = company trading name, e.g. "Apple Inc."
• long_business_summary = multi-sentence business description paragraph
• The yfinance equivalent of the description is ticker.info['longBusinessSummary']

Typo in Financial Statements note (cashflow row)

The "Notes" column reads Note: 'flow' vs 'flow'. Should read: 'cashflow' vs 'cash_flow'

Data format differences found in verified pairs

Field	yfinance	defeatbeta
dividends	Series, DatetimeIndex, float amount	DataFrame, report_date col
split_factor	float (e.g. 7.0)	string ratio (e.g. "7:1")

Historical coverage gap

• Dividends: yfinance returns 90 records, defeatbeta returns 61 (truncated history)
• Splits: yfinance returns 5 events, defeatbeta returns 4 (one historical split missing)

DuckDB compatibility issue (defeatbeta-api 0.0.45 + DuckDB 1.4.3)

All Parquet-backed queries except dividends() and splits() failed during verification with either "don't know what type:" or "TProtocolException: Invalid data". Affected: price(), all financial statements, all valuation/ratio/margin/growth metrics, info(), beta().

This is an incompatibility between DuckDB 1.4.3 and the httpfs extension / remote Parquet format used by defeatbeta-api. Downgrading DuckDB or waiting for a defeatbeta-api update may resolve it. The logical mapping is still valid — the API shape is correct, only the DuckDB query layer is broken.

Data freshness

DefeatBeta dataset last updated 2026-04-17, 9 days behind current date. yfinance has 15-minute delayed real-time data. This gap will always exist for defeatbeta.

Common Issues & Solutions

Issue	Solution
TypeError: unsupported operand type(s) for /: 'Decimal' and 'float'	Wrap values in float()
Rate limit exceeded	Switch to DefeatBeta
Real-time data needed	Use Yahoo Finance
Missing revenue breakdown	Use DefeatBeta revenue_by_segment()
Slow queries	Use DefeatBeta (DuckDB engine)

Additional Resources

• DefeatBeta-API: https://github.com/defeat-beta/defeatbeta-api
• Documentation: https://github.com/defeat-beta/defeatbeta-api/tree/main/doc
• DCF Examples: https://github.com/defeat-beta/defeatbeta-api/tree/main/doc/api/DCF_Examples.md
• Value Examples: https://github.com/defeat-beta/defeatbeta-api/tree/main/doc/api/Value_Examples.md

Footer

Last updated: 2026-04-26 (verified via test_mapping.py on AAPL) Author: Documentation Version: 1.0