Roaring Kitty

Roaring Kitty is a Python-based financial analysis toolkit tailored for early-stage equity research. It retrieves fundamental and market data from Nasdaq Data Link (Sharadar), structures it into clean Excel reports, and enables fast screening of public companies to identify those worth deeper analysis.

Features

• Stock Overview Generator
  Generate detailed one-pagers for individual stocks, including key financial metrics, ratios, and multi-year trends.

• Comparison Table Creator
  Produce side-by-side comparisons of multiple companies across custom-defined financial metrics.

• Comprehensive Financial Metrics
  Covers valuation ratios, profitability, income statements, WACC estimation, and DCF scaffolding.

• Automated Data Integration
  Seamlessly pulls updated fundamentals and market prices via Nasdaq Data Link and Yahoo Finance APIs.

Example Output

Example of a generated stock overview for Nvidia

Requirements

• Python 3.13
• Sharadar Core US Equities Bundle from NDL
• Excel

Setup

1. Clone this repository
2. Install dependencies:

   pip install -r requirements.txt

3. Create an api_key.json file with your Nasdaq Data Link API key:

   {
     "api_key": "YOUR_API_KEY_HERE"
   }

Project Structure

├── scripts/
│   ├── create_stock_overview.py    # Generate individual stock analysis
│   └── create_comparison_table.py  # Compare multiple stocks
├── src/
│   └── formatting_helpers.py       # Excel formatting utilities
├── config.json                     # Metric definitions and styling
├── available_cols.md               # Reference for available data fields
└── requirements.txt                # Python dependencies

Usage

Command-Line Interface (CLI)

You can generate reports directly from the terminal using the Python scripts provided:

Generate a Stock Overview

python scripts/create_stock_overview.py <path_to_excel_file> <ticker>

Generate a Comparison Table

python scripts/create_comparison_table.py <path_to_excel_file> <ticker1,ticker2,...>

Available Metrics

The tool supports comprehensive financial analysis including:

• Valuation: Market Cap, TEV/EBITDA, P/E, P/B ratios
• Growth: Revenue CAGR, earnings growth trends
• Profitability: Gross margins, operating margins, net margins
• Cash Flow: Operating cash flow, free cash flow analysis
• Capital Allocation: Share buybacks, insider buying activity
• Balance Sheet: Asset quality, debt levels, working capital

See available_cols.md for a complete reference of available data fields.

Notes

• Sharadar Data Cost: The Sharadar Core US Equities Bundle is a premium data service from Nasdaq Data Link and is not free.
• Data Quality: This tool relies on fundamental data from Sharadar, which while typically accurate, can occasionally contain errors.