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Calculating Net Equity Issuance

Would I be correct in using the formula: (com_tre_sha_num - common_stock_issuance) to calculate the Net Equity Issuance? If not how would I calculate the net issuance correctly using Fundamental Data from Morningstar?

Key:
com_tre_sha_num: The treasury stock number of common shares. This represents the number of common shares owned by the company as a result of share repurchase programs or donations.

common_stock_issuance: The cash inflow from offering common stock, which is the additional capital contribution to the entity during the period.

2 responses

Since no one answered, this is basically a grep for stock, issuance or equity. With some sort of likely answer you can verify in backtest starting with something like this where a handful are selected, being logged, and add any math, verifying numbers, you may want to comment out dropna() to let any nans through and cope with them.

accrued_preferred_stock_dividends  
capital_stock  
common_equity_to_assets  
common_stock  
common_stock_dividend_paid  
common_stock_equity  
common_stock_issuance  
common_stock_payments  
earningsfrom_equity_interest_net_of_tax  
earnings_from_equity_interest  
earnings_losses_from_equity_investments  
earning_loss_of_equity_investments  
equity_per_share_growth  
excess_tax_benefit_from_stock_based_compensation  
investments_in_other_ventures_under_equity_method  
long_term_debt_equity_ratio  
long_term_debt_issuance  
net_common_stock_issuance  
net_income_common_stockholders  
net_issuance_payments_of_debt  
net_long_term_debt_issuance  
net_preferred_stock_issuance  
net_short_term_debt_issuance  
otherunder_preferred_stock_dividend  
other_equity_adjustments  
preferred_securities_outside_stock_equity  
preferred_stock  
preferred_stock_dividends  
preferred_stock_dividend_paid  
preferred_stock_equity  
preferred_stock_issuance  
preferred_stock_of_subsidiary  
proceeds_from_issuance_of_warrants  
proceeds_from_stock_option_exercised  
redeemable_preferred_stock  
repurchase_of_capital_stock  
short_term_debt_issuance  
stockholders_equity  
total_debt_equity_ratio  
total_equity  
total_equity_gross_minority_interest  
treasury_stock  
Clone Algorithm
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Backtest from to with initial capital
Total Returns
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Alpha
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Beta
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Sharpe
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Sortino
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Max Drawdown
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Benchmark Returns
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Volatility
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Returns 1 Month 3 Month 6 Month 12 Month
Alpha 1 Month 3 Month 6 Month 12 Month
Beta 1 Month 3 Month 6 Month 12 Month
Sharpe 1 Month 3 Month 6 Month 12 Month
Sortino 1 Month 3 Month 6 Month 12 Month
Volatility 1 Month 3 Month 6 Month 12 Month
Max Drawdown 1 Month 3 Month 6 Month 12 Month
# Backtest ID: 5a1693fcc167b743382fbfb0
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@Blue Seahawk thanks!