evals-hub/financebench_gold · Datasets at Hugging Face

id stringlengths 21 21	question stringlengths 44 592	answer_type stringclasses 3 values	answer stringlengths 1 609
financebench_id_04412	We need to calculate a reasonable approximation (or exact number if possible) of a financial metric. Basing your judgment by information plainly provided in the balance sheet and the P&L statement, what is Lockheed Martin's FY2020 asset turnover ratio? Asset turnover ratio is defined as: FY2020 revenue / (average total assets between FY2019 and FY2020). Round your answer to two decimal places.	metrics-generated	1.33
financebench_id_03031	What is Lockheed Martin's FY2021 net working capital? Define net working capital as total current assets less total current liabilities. Answer in USD millions. Respond to the question by assuming the perspective of an investment analyst who can only use the details shown within the balance sheet.	metrics-generated	$5818.00
financebench_id_03718	What is Lockheed Martin's 2 year total revenue CAGR from FY2020 to FY2022 (in units of percents and round to one decimal place)? Provide a response to the question by primarily using the statement of income.	metrics-generated	0.4%
financebench_id_04171	Basing your judgments off of the balance sheet, what is the year end FY2018 amount of accounts payable for MGM Resorts? Answer in USD millions.	metrics-generated	$303.00
financebench_id_03849	What is the FY2018 - FY2020 3 year average of capex as a % of revenue for MGM Resorts? Answer in units of percents and round to one decimal place. Please utilize information provided primarily within the statement of cash flows and the statement of income.	metrics-generated	7.9%
financebench_id_01254	Has MGM Resorts paid dividends to common shareholders in FY2022?	domain-relevant	Yes. MGM maintained 0.01$ per share annual dividend through out FY 2022.
financebench_id_00382	Which region had the Highest EBITDAR Contribution for MGM during FY2022?	novel-generated	Las Vegas resorts contributed ~90% of company level EBITDAR during FY2022.
financebench_id_01911	What was MGM's interest coverage ratio using FY2022 Adjusted EBIT as the numerator and annual Interest Expense as the denominator?	novel-generated	As adjusted EBIT is negative, coverage ratio is zero
financebench_id_01912	Which region had the worst topline performance for MGM during FY2022?	novel-generated	MGM China experienced the worst topline performance amongst the other regions presented. Its revenue declined 44% in FY2022 whereas the other regions presented increased their revenues.
financebench_id_00407	Which type of debt received the largest investment among the short term investments for MGM in H1 FY2023?	novel-generated	the biggest short term investment is in corporate bonds (almost 82% of the total investment)
financebench_id_04700	What is the FY2016 COGS for Microsoft? Please state answer in USD millions. Provide a response to the question by primarily using the statement of income.	metrics-generated	$32780.00
financebench_id_00552	Has Microsoft increased its debt on balance sheet between FY2023 and the FY2022 period?	domain-relevant	No. Microsoft decreased its debt by $2.5bn in FY 2023 vs FY 2022.
financebench_id_04458	We want to calculate a financial metric. Please help us compute it by basing your answers off of the statement of income and the statement of cash flows. Here's the question: what is the FY2015 unadjusted EBITDA % margin for Netflix? Calculate unadjusted EBITDA using unadjusted operating income and D&A (from cash flow statement).	metrics-generated	5.4%
financebench_id_03282	What is Netflix's year end FY2017 total current liabilities (in USD millions)? Base your judgments on the information provided primarily in the balance sheet.	metrics-generated	$5466.00
financebench_id_04302	We need to calculate a reasonable approximation (or exact number if possible) of a financial metric. Basing your judgment by information plainly provided in the statement of income, what is Nike's three year average of cost of goods sold as a % of revenue from FY2016 to FY2018? Answer in units of percents and round to one decimal place.	metrics-generated	55.1%
financebench_id_03531	According to the details clearly outlined within the balance sheet, how much total current assets did Nike have at the end of FY2019? Answer in USD millions.	metrics-generated	$16525.00
financebench_id_04080	When primarily referencing the income statement and the statement of financial position, what is the FY2021 inventory turnover ratio for Nike? Inventory turnover ratio is defined as: (FY2021 COGS) / (average inventory between FY2020 and FY2021). Round your answer to two decimal places.	metrics-generated	3.46
financebench_id_01163	Among operations, investing, and financing activities, which brought in the most (or lost the least) cash flow for Nike in FY2023?	domain-relevant	Among the three, cash flow from operations was the highest for Nike in FY2023.
financebench_id_00080	Does Paypal have positive working capital based on FY2022 data? If working capital is not a useful or relevant metric for this company, then please state that and explain why.	domain-relevant	Yes. Paypal has a positive working capital of $ 1.6Bn as of FY2022 end.
financebench_id_04980	What is the FY2021 capital expenditure amount (in USD billions) for PepsiCo? Respond to the question by assuming the perspective of an investment analyst who can only use the details shown within the statement of cash flows.	metrics-generated	$4.60
financebench_id_01009	What are the geographies that Pepsico primarily operates in as of FY2022?	domain-relevant	As of FY2022, Pepsico primarily operates in the following geographies: North America, Latin America, Europe, Africa, Middle East, South Asia, Asia Pacific, Australia, New Zealand and China.
financebench_id_00735	Has Pepsico reported any materially important ongoing legal battles from FY2022 and FY2021?	domain-relevant	No, Pepsico is not involved in material legal battles.
financebench_id_01328	What is the quantity of restructuring costs directly outlined in Pepsico's income statements for FY2022? If restructuring costs are not explicitly outlined then state 0.	domain-relevant	Pepsico's restructuring costs in FY2022 amounted to $411 million .
financebench_id_03620	What is the FY2022 unadjusted EBITDA less capex for PepsiCo? Define unadjusted EBITDA as unadjusted operating income + depreciation and amortization [from cash flow statement]. Answer in USD millions. Respond to the question by assuming the perspective of an investment analyst who can only use the details shown within the statement of cash flows and the income statement.	metrics-generated	$9068.00
financebench_id_04481	What is the FY2022 unadjusted EBITDA % margin for PepsiCo? Calculate unadjusted EBITDA using unadjusted operating income and D&A (from cash flow statement). Give a response to the question by relying on the details shown in the statement of cash flows and the P&L statement.	metrics-generated	16.5%
financebench_id_01482	At the Pepsico AGM held on May 3, 2023, what was the outcome of the shareholder vote on the shareholder proposal for a congruency report by Pepsico on net-zero emissions policies?	novel-generated	The shareholder proposal for a congruency report by Pepsico on net-zero emissions policies was defeated.
financebench_id_00705	By how much did Pepsico increase its unsecured five year revolving credit agreement on May 26, 2023?	novel-generated	$400,000,000 increase.
financebench_id_00882	As of May 26, 2023, what is the total amount Pepsico may borrow under its unsecured revolving credit agreements?	novel-generated	Total amount Pepsico may borrow under unsecured revolving credit agreements = $8,400,000,000.
financebench_id_01474	As of FY2023Q1, why did Pepsico raise full year guidance for FY2023?	novel-generated	Pepsico experienced a strong start to FY2023.
financebench_id_01476	As of FY2023Q1, by how many percentage points did Pepsico raise full year guidance in respect of core constant currency EPS growth?	novel-generated	Pepsico raised full year guidance in respect of core constant currency EPS growth by 1 percentage point.
financebench_id_00302	Did Pfizer grow its PPNE between FY20 and FY21?	novel-generated	Yes, change in PPNE was positive year over year
financebench_id_00702	Were there any potential events that are not in Pfizer's standard business operations that substantially increased net income in 2019?	novel-generated	Yes, the gain on completion of Consumer Healthcare JV Transaction
financebench_id_02416	What are three main companies acquired by Pfizer mentioned in this 10K report?	novel-generated	Trillium, Array, and Therachon
financebench_id_00283	How much does Pfizer expect to pay to spin off Upjohn in the future in USD million?	novel-generated	77.78
financebench_id_00724	For Pfizer, which geographic region had the biggest drop in Q22023 year over year revenues (on a percentage basis)?	novel-generated	Developed Rest of the World
financebench_id_02419	As of Q2'2023, is Pfizer spinning off any large business segments?	novel-generated	Yes, it's spinning off Upjohn.
financebench_id_00746	Which debt securities are registered to trade on a national securities exchange under Ulta Beauty's name as of FY2023?	domain-relevant	There are none
financebench_id_00521	What are major acquisitions that Ulta Beauty has done in FY2023 and FY2022?	domain-relevant	Ulta Beauty did not make any acquisitions in FY2023 and FY2022.
financebench_id_00601	What drove the reduction in SG&A expense as a percent of net sales in FY2023?	novel-generated	Lower marketing expenses and leverage of incentive compensation due to higher sales. The answer here assumes FY2023 refers to the 12 months ended on January 28, 2023 (although the company refers to this period as its fiscal 2022.
financebench_id_00603	What drove the increase in Ulta Beauty's merchandise inventories balance at end of FY2023?	novel-generated	Increase in Merchandise inventories balance was driven by the opening of 47 new stores. The answer here assumes FY2023 refers to the 12 months ended on January 28, 2023 (although the company refers to this period as its fiscal 2022.
financebench_id_00605	What percent of Ulta Beauty's total spend on stock repurchases for FY 2023 occurred in Q4 of FY2023?	novel-generated	36%. The answer here assumes FY2023 refers to the 12 months ended on January 28, 2023 (although the company refers to this period as its fiscal 2022.
financebench_id_00606	Did Ulta Beauty's wages expense as a percent of net sales increase or decrease in FY2023?	novel-generated	Wages expense as a percent of net sales increased in FY2023. The answer here assumes FY2023 refers to the 12 months ended on January 28, 2023 (although the company refers to this period as its fiscal 2022.
financebench_id_00859	Among all of the derivative instruments that Verizon used to manage the exposure to fluctuations of foreign currencies exchange rates or interest rates, which one had the highest notional value in FY 2021?	novel-generated	Cross currency swaps. Its notional value was $32,502 million.
financebench_id_02024	As of FY 2021, how much did Verizon expect to pay for its retirees in 2024?	novel-generated	The estimated pension benefits were $1097 million, and the estimated health care and life insurance benefits were $862 million.
financebench_id_00216	Does Verizon have a reasonably healthy liquidity profile based on its quick ratio for FY 2022? If the quick ratio is not relevant to measure liquidity, please state that and explain why.	domain-relevant	No. The quick ratio was approximately 0.54 for Verizon. It indicated that Verizon does not have a healthy liquidity profile.
financebench_id_00215	Is Verizon a capital intensive business based on FY 2022 data?	domain-relevant	Yes. Verizon's capital intensity ratio was approximately 2.774729. This means that it took approximately $2.77 of assets to generate $1 of revenue and thus, Verizon can be considered capital intensive.
financebench_id_00566	Has Verizon increased its debt on balance sheet between 2022 and the 2021 fiscal period?	domain-relevant	No. Verizon's debt decreased by $229 million.
financebench_id_06247	What is FY2018 days payable outstanding (DPO) for Walmart? DPO is defined as: 365 * (average accounts payable between FY2017 and FY2018) / (FY2018 COGS + change in inventory between FY2017 and FY2018). Round your answer to two decimal places. Please base your judgments on the information provided primarily in the statement of financial position and the P&L statement.	metrics-generated	42.69
financebench_id_04784	Based on the information provided primarily in the statement of income, what is the FY2018 - FY2019 change in unadjusted operating income % margin for Walmart? Answer in units of percents and round to one decimal place.	metrics-generated	0.2%
financebench_id_06741	What is the FY2018 - FY2020 3 year average unadjusted EBITDA % margin for Walmart? Define unadjusted EBITDA as unadjusted operating income + depreciation and amortization from the cash flow statement. Answer in units of percents and round to one decimal place. Calculate what was asked by utilizing the line items clearly shown in the P&L statement and the cash flow statement.	metrics-generated	6.2%

financebench_id_04412

We need to calculate a reasonable approximation (or exact number if possible) of a financial metric. Basing your judgment by information plainly provided in the balance sheet and the P&L statement, what is Lockheed Martin's FY2020 asset turnover ratio? Asset turnover ratio is defined as: FY2020 revenue / (average total assets between FY2019 and FY2020). Round your answer to two decimal places.

metrics-generated

1.33

financebench_id_03031

What is Lockheed Martin's FY2021 net working capital? Define net working capital as total current assets less total current liabilities. Answer in USD millions. Respond to the question by assuming the perspective of an investment analyst who can only use the details shown within the balance sheet.

metrics-generated

$5818.00

financebench_id_03718

What is Lockheed Martin's 2 year total revenue CAGR from FY2020 to FY2022 (in units of percents and round to one decimal place)? Provide a response to the question by primarily using the statement of income.

metrics-generated

0.4%

financebench_id_04171

Basing your judgments off of the balance sheet, what is the year end FY2018 amount of accounts payable for MGM Resorts? Answer in USD millions.

metrics-generated

$303.00

financebench_id_03849

What is the FY2018 - FY2020 3 year average of capex as a % of revenue for MGM Resorts? Answer in units of percents and round to one decimal place. Please utilize information provided primarily within the statement of cash flows and the statement of income.

metrics-generated

7.9%

financebench_id_01254

Has MGM Resorts paid dividends to common shareholders in FY2022?

domain-relevant

Yes. MGM maintained 0.01$ per share annual dividend through out FY 2022.

financebench_id_00382

Which region had the Highest EBITDAR Contribution for MGM during FY2022?

novel-generated

Las Vegas resorts contributed ~90% of company level EBITDAR during FY2022.

financebench_id_01911

What was MGM's interest coverage ratio using FY2022 Adjusted EBIT as the numerator and annual Interest Expense as the denominator?

novel-generated

As adjusted EBIT is negative, coverage ratio is zero

financebench_id_01912

Which region had the worst topline performance for MGM during FY2022?

novel-generated

MGM China experienced the worst topline performance amongst the other regions presented. Its revenue declined 44% in FY2022 whereas the other regions presented increased their revenues.

financebench_id_00407

Which type of debt received the largest investment among the short term investments for MGM in H1 FY2023?

novel-generated

the biggest short term investment is in corporate bonds (almost 82% of the total investment)

financebench_id_04700

What is the FY2016 COGS for Microsoft? Please state answer in USD millions. Provide a response to the question by primarily using the statement of income.

metrics-generated

$32780.00

financebench_id_00552

Has Microsoft increased its debt on balance sheet between FY2023 and the FY2022 period?

domain-relevant

No. Microsoft decreased its debt by $2.5bn in FY 2023 vs FY 2022.

financebench_id_04458

We want to calculate a financial metric. Please help us compute it by basing your answers off of the statement of income and the statement of cash flows. Here's the question: what is the FY2015 unadjusted EBITDA % margin for Netflix? Calculate unadjusted EBITDA using unadjusted operating income and D&A (from cash flow statement).

metrics-generated

5.4%

financebench_id_03282

What is Netflix's year end FY2017 total current liabilities (in USD millions)? Base your judgments on the information provided primarily in the balance sheet.

metrics-generated

$5466.00

financebench_id_04302

We need to calculate a reasonable approximation (or exact number if possible) of a financial metric. Basing your judgment by information plainly provided in the statement of income, what is Nike's three year average of cost of goods sold as a % of revenue from FY2016 to FY2018? Answer in units of percents and round to one decimal place.

metrics-generated

55.1%

financebench_id_03531

According to the details clearly outlined within the balance sheet, how much total current assets did Nike have at the end of FY2019? Answer in USD millions.

metrics-generated

$16525.00

financebench_id_04080

When primarily referencing the income statement and the statement of financial position, what is the FY2021 inventory turnover ratio for Nike? Inventory turnover ratio is defined as: (FY2021 COGS) / (average inventory between FY2020 and FY2021). Round your answer to two decimal places.

metrics-generated

3.46

financebench_id_01163

Among operations, investing, and financing activities, which brought in the most (or lost the least) cash flow for Nike in FY2023?

domain-relevant

Among the three, cash flow from operations was the highest for Nike in FY2023.

financebench_id_00080

Does Paypal have positive working capital based on FY2022 data? If working capital is not a useful or relevant metric for this company, then please state that and explain why.

domain-relevant

Yes. Paypal has a positive working capital of $ 1.6Bn as of FY2022 end.

financebench_id_04980

What is the FY2021 capital expenditure amount (in USD billions) for PepsiCo? Respond to the question by assuming the perspective of an investment analyst who can only use the details shown within the statement of cash flows.

metrics-generated

$4.60

financebench_id_01009

What are the geographies that Pepsico primarily operates in as of FY2022?

domain-relevant

As of FY2022, Pepsico primarily operates in the following geographies: North America, Latin America, Europe, Africa, Middle East, South Asia, Asia Pacific, Australia, New Zealand and China.

financebench_id_00735

Has Pepsico reported any materially important ongoing legal battles from FY2022 and FY2021?

domain-relevant

No, Pepsico is not involved in material legal battles.

financebench_id_01328

What is the quantity of restructuring costs directly outlined in Pepsico's income statements for FY2022? If restructuring costs are not explicitly outlined then state 0.

domain-relevant

Pepsico's restructuring costs in FY2022 amounted to $411 million .

financebench_id_03620

What is the FY2022 unadjusted EBITDA less capex for PepsiCo? Define unadjusted EBITDA as unadjusted operating income + depreciation and amortization [from cash flow statement]. Answer in USD millions. Respond to the question by assuming the perspective of an investment analyst who can only use the details shown within the statement of cash flows and the income statement.

metrics-generated

$9068.00

financebench_id_04481

What is the FY2022 unadjusted EBITDA % margin for PepsiCo? Calculate unadjusted EBITDA using unadjusted operating income and D&A (from cash flow statement). Give a response to the question by relying on the details shown in the statement of cash flows and the P&L statement.

metrics-generated

16.5%

financebench_id_01482

At the Pepsico AGM held on May 3, 2023, what was the outcome of the shareholder vote on the shareholder proposal for a congruency report by Pepsico on net-zero emissions policies?

novel-generated

The shareholder proposal for a congruency report by Pepsico on net-zero emissions policies was defeated.

financebench_id_00705

By how much did Pepsico increase its unsecured five year revolving credit agreement on May 26, 2023?

novel-generated

$400,000,000 increase.

financebench_id_00882

As of May 26, 2023, what is the total amount Pepsico may borrow under its unsecured revolving credit agreements?

novel-generated

Total amount Pepsico may borrow under unsecured revolving credit agreements = $8,400,000,000.

financebench_id_01474

As of FY2023Q1, why did Pepsico raise full year guidance for FY2023?

novel-generated

Pepsico experienced a strong start to FY2023.

financebench_id_01476

As of FY2023Q1, by how many percentage points did Pepsico raise full year guidance in respect of core constant currency EPS growth?

novel-generated

Pepsico raised full year guidance in respect of core constant currency EPS growth by 1 percentage point.

financebench_id_00302

Did Pfizer grow its PPNE between FY20 and FY21?

novel-generated

Yes, change in PPNE was positive year over year

financebench_id_00702

Were there any potential events that are not in Pfizer's standard business operations that substantially increased net income in 2019?

novel-generated

Yes, the gain on completion of Consumer Healthcare JV Transaction

financebench_id_02416

What are three main companies acquired by Pfizer mentioned in this 10K report?

novel-generated

Trillium, Array, and Therachon

financebench_id_00283

How much does Pfizer expect to pay to spin off Upjohn in the future in USD million?

novel-generated

77.78

financebench_id_00724

For Pfizer, which geographic region had the biggest drop in Q22023 year over year revenues (on a percentage basis)?

novel-generated

Developed Rest of the World

financebench_id_02419

As of Q2'2023, is Pfizer spinning off any large business segments?

novel-generated

Yes, it's spinning off Upjohn.

financebench_id_00746

Which debt securities are registered to trade on a national securities exchange under Ulta Beauty's name as of FY2023?

domain-relevant

There are none

financebench_id_00521

What are major acquisitions that Ulta Beauty has done in FY2023 and FY2022?

domain-relevant

Ulta Beauty did not make any acquisitions in FY2023 and FY2022.

financebench_id_00601

What drove the reduction in SG&A expense as a percent of net sales in FY2023?

novel-generated

Lower marketing expenses and leverage of incentive compensation due to higher sales. The answer here assumes FY2023 refers to the 12 months ended on January 28, 2023 (although the company refers to this period as its fiscal 2022.

financebench_id_00603

What drove the increase in Ulta Beauty's merchandise inventories balance at end of FY2023?

novel-generated

Increase in Merchandise inventories balance was driven by the opening of 47 new stores. The answer here assumes FY2023 refers to the 12 months ended on January 28, 2023 (although the company refers to this period as its fiscal 2022.

financebench_id_00605

What percent of Ulta Beauty's total spend on stock repurchases for FY 2023 occurred in Q4 of FY2023?

novel-generated

36%. The answer here assumes FY2023 refers to the 12 months ended on January 28, 2023 (although the company refers to this period as its fiscal 2022.

financebench_id_00606

Did Ulta Beauty's wages expense as a percent of net sales increase or decrease in FY2023?

novel-generated

Wages expense as a percent of net sales increased in FY2023. The answer here assumes FY2023 refers to the 12 months ended on January 28, 2023 (although the company refers to this period as its fiscal 2022.

financebench_id_00859

Among all of the derivative instruments that Verizon used to manage the exposure to fluctuations of foreign currencies exchange rates or interest rates, which one had the highest notional value in FY 2021?

novel-generated

Cross currency swaps. Its notional value was $32,502 million.

financebench_id_02024

As of FY 2021, how much did Verizon expect to pay for its retirees in 2024?

novel-generated

The estimated pension benefits were $1097 million, and the estimated health care and life insurance benefits were $862 million.

financebench_id_00216

Does Verizon have a reasonably healthy liquidity profile based on its quick ratio for FY 2022? If the quick ratio is not relevant to measure liquidity, please state that and explain why.

domain-relevant

No. The quick ratio was approximately 0.54 for Verizon. It indicated that Verizon does not have a healthy liquidity profile.

financebench_id_00215

Is Verizon a capital intensive business based on FY 2022 data?

domain-relevant

Yes. Verizon's capital intensity ratio was approximately 2.774729. This means that it took approximately $2.77 of assets to generate $1 of revenue and thus, Verizon can be considered capital intensive.

financebench_id_00566

Has Verizon increased its debt on balance sheet between 2022 and the 2021 fiscal period?

domain-relevant

No. Verizon's debt decreased by $229 million.

financebench_id_06247

What is FY2018 days payable outstanding (DPO) for Walmart? DPO is defined as: 365 * (average accounts payable between FY2017 and FY2018) / (FY2018 COGS + change in inventory between FY2017 and FY2018). Round your answer to two decimal places. Please base your judgments on the information provided primarily in the statement of financial position and the P&L statement.

metrics-generated

42.69

financebench_id_04784

Based on the information provided primarily in the statement of income, what is the FY2018 - FY2019 change in unadjusted operating income % margin for Walmart? Answer in units of percents and round to one decimal place.

metrics-generated

0.2%

financebench_id_06741

What is the FY2018 - FY2020 3 year average unadjusted EBITDA % margin for Walmart? Define unadjusted EBITDA as unadjusted operating income + depreciation and amortization from the cash flow statement. Answer in units of percents and round to one decimal place. Calculate what was asked by utilizing the line items clearly shown in the P&L statement and the cash flow statement.

metrics-generated

6.2%