From 3806bd3b4d69917f3f5312acfa57bc4ee2886a49 Mon Sep 17 00:00:00 2001 From: Openclaw Date: Wed, 1 Apr 2026 23:32:01 -0700 Subject: Harden valuation edge cases --- services/fmp_service.py | 39 +++++++++++++++++++++++++++++++++++++-- 1 file changed, 37 insertions(+), 2 deletions(-) (limited to 'services/fmp_service.py') diff --git a/services/fmp_service.py b/services/fmp_service.py index 1e5ea42..82a9c4c 100644 --- a/services/fmp_service.py +++ b/services/fmp_service.py @@ -33,6 +33,11 @@ def get_key_ratios(ticker: str) -> dict: All ratios are self-computed via compute_ttm_ratios() — no FMP calls. Forward P/E and dividend fallbacks come from yfinance's info dict. + + For edge cases, trailing P/E prefers the vendor-supplied value from the + info dict when the self-computed statement-based figure is missing or + materially inconsistent. This avoids obviously bad P/E outputs on tickers + with restatements, near-zero earnings, or statement mapping quirks. """ ticker = ticker.upper() merged = {"symbol": ticker} @@ -44,13 +49,43 @@ def get_key_ratios(ticker: str) -> dict: # Forward P/E requires analyst estimates — can't compute from statements info = get_company_info(ticker) if info: + trailing_pe_info = info.get("trailingPE") + trailing_pe_computed = merged.get("peRatioTTM") + + if trailing_pe_info is not None: + try: + vendor_pe = float(trailing_pe_info) + except (TypeError, ValueError): + vendor_pe = None + + try: + computed_pe = float(trailing_pe_computed) if trailing_pe_computed is not None else None + except (TypeError, ValueError): + computed_pe = None + + if vendor_pe is not None and vendor_pe > 0: + if computed_pe is None or computed_pe <= 0: + merged["peRatioTTM"] = vendor_pe + else: + # If the two values are wildly different, trust the vendor + # trailing P/E. This prevents edge-case display bugs where a + # malformed TTM net income makes P/E look duplicated/wrong. + ratio_gap = max(vendor_pe, computed_pe) / max(min(vendor_pe, computed_pe), 1e-9) + if ratio_gap > 2.0: + merged["peRatioTTM"] = vendor_pe + if info.get("forwardPE") is not None: merged["forwardPE"] = info["forwardPE"] # Fallback: dividends from info dict when cash-flow data is missing if merged.get("dividendYieldTTM") is None and info.get("dividendYield") is not None: merged["dividendYieldTTM"] = info["dividendYield"] - if merged.get("dividendPayoutRatioTTM") is None and info.get("payoutRatio") is not None: - merged["dividendPayoutRatioTTM"] = info["payoutRatio"] + payout_ratio_info = info.get("payoutRatio") + if ( + merged.get("dividendPayoutRatioTTM") is None + and payout_ratio_info is not None + and float(payout_ratio_info) > 0 + ): + merged["dividendPayoutRatioTTM"] = payout_ratio_info return merged if len(merged) > 1 else {} -- cgit v1.3-2-g0d8e