market_screener/server/screener/assets/Stock.js

import { Asset } from './Asset.js';

export class Stock extends Asset {
  constructor(data) {
    super(data);
    // console.log('Data:', data);
    this.sector = this._mapToStandardSector(data || {});

    this.metrics = {
      sector: this.sector,
      // Valuation
      peRatio: data.peRatio ?? null,
      pegRatio: data.pegRatio ?? null,
      priceToBook: data.priceToBook ?? null,
      // Profitability
      netProfitMargin: data.netProfitMargin ?? null,
      operatingMargin: data.operatingMargin ?? null,
      returnOnEquity: data.returnOnEquity ?? null,
      // Growth
      revenueGrowth: data.revenueGrowth ?? null,
      earningsGrowth: data.earningsGrowth ?? null,
      // Financial health
      debtToEquity: data.debtToEquity ?? null,
      quickRatio: data.quickRatio ?? null,
      // Cash flow
      fcfYield: data.fcfYield ?? null,
      pFFO: data.pFFO ?? null,
      // Income
      dividendYield: data.dividendYield ?? null,
      // Risk & momentum
      beta: data.beta ?? null,
      week52High: data.week52High ?? null,
      week52Low: data.week52Low ?? null,
      currentPrice: data.currentPrice ?? 0,
    };
  }

  _mapToStandardSector(data) {
    const profile = data.assetProfile || {};
    const industry = (profile.industry || '').toLowerCase();
    const sector = (profile.sector || '').toLowerCase();
    const combined = `${industry} ${sector}`;

    // Yahoo Finance sector/industry strings mapped to our internal sector constants.
    // Order matters — more specific matches first.
    if (
      combined.includes('technology') ||
      combined.includes('electronic') ||
      combined.includes('semiconductor') ||
      combined.includes('software')
    )
      return 'TECHNOLOGY';
    if (combined.includes('real estate') || combined.includes('reit')) return 'REIT';
    if (
      combined.includes('financial') ||
      combined.includes('bank') ||
      combined.includes('insurance') ||
      combined.includes('asset management')
    )
      return 'FINANCIAL';
    if (
      combined.includes('energy') ||
      combined.includes('oil') ||
      combined.includes('gas') ||
      combined.includes('petroleum')
    )
      return 'ENERGY';
    if (
      combined.includes('health') ||
      combined.includes('biotech') ||
      combined.includes('pharmaceutical') ||
      combined.includes('medical')
    )
      return 'HEALTHCARE';
    // Yahoo calls this "Communication Services" — covers META, GOOGL, NFLX, DIS, T
    if (
      combined.includes('communication') ||
      combined.includes('media') ||
      combined.includes('entertainment') ||
      combined.includes('telecom')
    )
      return 'COMMUNICATION';
    if (
      combined.includes('consumer defensive') ||
      combined.includes('consumer staples') ||
      combined.includes('household') ||
      combined.includes('beverage') ||
      combined.includes('food')
    )
      return 'CONSUMER_STAPLES';
    if (
      combined.includes('consumer cyclical') ||
      combined.includes('consumer discretionary') ||
      combined.includes('retail') ||
      combined.includes('apparel') ||
      combined.includes('auto')
    )
      return 'CONSUMER_DISCRETIONARY';

    return 'GENERAL';
  }

  getDisplayMetrics() {
    const fmt = (v, dec = 1, suffix = '') => (v != null ? `${v.toFixed(dec)}${suffix}` : null);
    const m = this.metrics;
    const w52pos =
      m.week52High > 0 && m.week52Low != null && m.currentPrice > 0
        ? (((m.currentPrice - m.week52Low) / (m.week52High - m.week52Low)) * 100).toFixed(0) + '%'
        : null;

    // Only include fields that have actual data — null fields are omitted
    const display = {
      Ticker: this.ticker,
      Price: this.formatCurrency(this.currentPrice),
      Sector: this.sector,
    };
    if (m.peRatio != null) display['P/E'] = fmt(m.peRatio, 1);
    if (m.pegRatio != null) display['PEG'] = fmt(m.pegRatio, 2);
    if (m.priceToBook != null) display['P/B'] = fmt(m.priceToBook, 2);
    if (m.returnOnEquity != null) display['ROE%'] = fmt(m.returnOnEquity, 1, '%');
    if (m.operatingMargin != null) display['OpMgn%'] = fmt(m.operatingMargin, 1, '%');
    if (m.netProfitMargin != null) display['NetMgn%'] = fmt(m.netProfitMargin, 1, '%');
    if (m.revenueGrowth != null) display['Rev%'] = fmt(m.revenueGrowth, 1, '%');
    if (m.fcfYield != null) display['FCF Yld%'] = fmt(m.fcfYield, 1, '%');
    if (m.dividendYield != null) display['Div%'] = fmt(m.dividendYield, 2, '%');
    if (m.debtToEquity != null) display['D/E'] = fmt(m.debtToEquity, 2);
    if (m.quickRatio != null) display['Quick'] = fmt(m.quickRatio, 2);
    if (m.beta != null) display['Beta'] = fmt(m.beta, 2);
    if (w52pos != null) display['52W Pos'] = w52pos;
    if (m.pFFO != null) display['P/FFO'] = fmt(m.pFFO, 1);

    return display;
  }
}