yahoo-finance

Test Report

Evaluation

Total Score: 6/10

Evaluation Summary

• Strengths:
• 1. Accuracy/Correctness: The agent provides accurate and detailed information on ESG scores, financial ratios, insider transactions, and key events for various companies. The data aligns with reputable sources, demonstrating the agent's capability to deliver correct information.
• 2. Usefulness / Clarity: The responses are generally well-structured and organized, aiding in reader comprehension. The agent effectively breaks down complex financial data into understandable components.
• Weaknesses:
• 1. Completeness: The agent often lacks specific details such as timestamps, transaction values, and stock prices, which are crucial for a comprehensive analysis. Additionally, the agent sometimes fails to provide complete historical performance data or the latest news headlines.
• 2. Consistency with Claimed Capabilities: There are instances where the agent fails to deliver on its claimed capabilities, such as retrieving the latest news or detailed historical performance data due to errors. This inconsistency affects the reliability of the agent.
• 3. Error Handling: The agent does not handle data retrieval errors gracefully, often failing to provide alternative information or guidance when unable to fetch specific data.
• Suggestions for Improvement:
• • Include timestamps and source citations for all data provided to enhance transparency and credibility.
• • Ensure access to the latest news and historical performance data to fulfill user requests comprehensively.
• • Implement better error handling mechanisms to provide alternative information or direct users to other resources when data retrieval fails.
• Final Score: The agent demonstrates strong capabilities in providing accurate and clear financial data but needs improvement in completeness and consistency. Therefore, the final score is 6/10.

• Test case 1

  Score: 7/10

  Can you provide the current ESG scores for Tesla, Inc. (TSLA) and explain the significance of these scores?

  Tesla, Inc. (TSLA) currently has the following ESG scores:

  • Total ESG Score: 24.8
  • Environment Score: 3.0
  • Social Score: 14.1
  • Governance Score: 7.6

  Significance of ESG Scores:

  1. Environmental Score: This score evaluates the company's performance in sustainability practices, including resource management, carbon footprint, and environmental impact. Tesla's score of 3.0 suggests that while they are involved in renewable energy production (electric vehicles), there are still areas for improvement in their environmental practices.

  2. Social Score: This reflects the company's impact on society, including labor practices, community engagement, and customer satisfaction. Tesla's social score of 14.1 indicates that while they may have positive contributions, there are significant concerns, particularly related to labor practices and employee incidents.

  3. Governance Score: This score assesses the company's leadership, executive pay, audits, internal controls, and shareholder rights. A governance score of 7.6 suggests moderate governance practices, but there may be issues, as indicated by the controversies mentioned.

  Overall Context:

  Tesla's overall ESG performance is categorized as "average" when compared to its peers in the automobile sector. The company has faced controversies related to governance and employee incidents, which might be impacting its scores. Understanding these scores helps investors gauge the company's long-term sustainability and ethical practices, influencing investment decisions and stakeholder trust.

  1. The answer provides specific ESG scores for Tesla, Inc., which align with data from reputable sources. (au.finance.yahoo.com)

  2. The explanation of each ESG component (Environmental, Social, Governance) is generally accurate and reflects common interpretations of these scores.

  3. The answer is well-structured, breaking down each ESG component and explaining its significance, which aids in reader comprehension.

  1. The answer lacks a timestamp or date for the ESG scores provided. Given that ESG scores can change over time, specifying the date of the data is crucial for context.

  2. The answer does not mention the source of the ESG scores. Citing the source would enhance credibility and allow readers to verify the information.

  3. While the agent claims to provide up-to-date financial data, the absence of a date for the ESG scores suggests a potential gap in delivering the most current information.

• Test case 2

  Score: 6/10

  Can you provide a detailed analysis of the historical performance of Apple Inc. (AAPL) stock over the past five years, including key financial ratios and any major market events that influenced its price?

  I wasn't able to retrieve the historical performance data for Apple Inc. (AAPL) due to an error. However, I can provide you with key financial ratios and some insights on major events that have influenced AAPL's stock price over the past five years based on the statistics I gathered.

  Key Financial Ratios for Apple Inc. (AAPL)

  1. Price to Earnings (P/E) Ratio:

     • Forward P/E: Approximately 25.58
     • Trailing Earnings Per Share (EPS): 6.41

  2. Profitability Ratios:

     • Profit Margin: 24.30%
     • Return on Equity (ROE): Not available but generally high for AAPL.

  3. Liquidity Ratios:

     • Current Ratio: Not explicitly available, but generally, AAPL maintains a strong liquidity position.

  4. Market Ratios:

     • Market Capitalization: Approximately $3.05 trillion (Enterprise Value).
     • Shares Outstanding: 14.94 billion shares.

  5. Debt Ratios:

     • Debt to Equity Ratio: Not explicitly provided, but AAPL typically maintains a low debt-to-equity ratio.

  6. Book Value:

     • Book Value per Share: 4.47
     • Price to Book Ratio: 44.96

  7. Dividend Information:

     • Last Dividend Value: $0.26
     • Last Dividend Date: May 12, 2025.

  Major Market Events Influencing AAPL's Price

  1. Product Launches: Apple frequently influences its stock price through major product launches such as new iPhones, iPads, and other hardware. The launch of new technologies like Apple Watch and services like Apple Music have also impacted investor sentiment.

  2. Supply Chain Issues: Events like the COVID-19 pandemic significantly affected the supply chain, leading to delays in product releases and impacting sales projections.

  3. Market Trends: The tech sector's overall performance, particularly in relation to competitor stocks like Microsoft and Google, also affects AAPL's stock price.

  4. Economic Conditions: Broader economic conditions, including inflation rates, interest rates, and overall market sentiment, often lead to fluctuations in stock prices. For example, rising interest rates can negatively affect tech stocks.

  5. Regulatory Concerns: Apple has faced various regulatory challenges, especially regarding privacy and antitrust issues, which can sway investor confidence.

  6. Earnings Reports: Quarterly earnings reports that exceed or fall short of expectations can cause significant price swings. AAPL's strong earnings growth has typically driven its stock price higher.

  Conclusion

  While I couldn't retrieve detailed historical performance data directly, the above financial ratios and key market events provide a solid overview of Apple's stock performance over the past five years. If you need more specific historical data or analysis, please let me know, and I'll do my best to assist you further!

  1. The answer provides specific financial ratios for Apple Inc. (AAPL), such as the Forward P/E ratio of approximately 25.58 and a Profit Margin of 24.30%. These figures align with data from reputable sources. (stockanalysis.com)

  2. The answer is well-structured, breaking down key financial ratios and major market events that have influenced AAPL's stock price over the past five years. This organization aids in reader comprehension.

  1. The answer lacks specific historical performance data, such as stock price trends or total returns over the past five years. Including this information would provide a more comprehensive analysis.

  2. While major market events are mentioned, the answer could benefit from more detailed explanations of how each event specifically impacted AAPL's stock price.

  3. The agent claims to provide detailed historical performance data and financial ratios. However, the answer indicates an inability to retrieve historical performance data due to an error, which suggests a gap in delivering the most current information.

• Test case 3

  Score: 5/10

  Can you provide the latest news headlines and key events for Amazon.com, Inc. (AMZN) that might affect its stock performance?

  It seems there was an error while trying to fetch the latest news for Amazon.com, Inc. (AMZN). However, I was able to retrieve some key upcoming events that could impact its stock performance:

  Upcoming Key Events for Amazon.com, Inc. (AMZN):

  1. Earnings Report

     • Date: May 1, 2025
     • Fiscal Quarter: Q1 2025
     • Actual EPS: $1.59
     • Estimated EPS: $1.36
     • Surprise Percent: 17.08%
     • This could indicate strong performance, potentially leading to positive stock movement.

  2. 10-Q Filing

     • Filing Date: May 1, 2025
     • Description: Quarterly report pursuant to Section 13 or 15(d).
     • View Filing

  3. 8-K Filing

     • Filing Date: May 1, 2025
     • Description: Current report filing, which may include corporate changes and voting matters.
     • View Filing

  4. 8-K Filing

     • Filing Date: May 21, 2025
     • Description: Current report filing related to corporate changes.
     • View Filing

  5. Specialized Disclosure Report

     • Filing Date: May 29, 2025
     • Description: Filed pursuant to Section 1502 of the Dodd-Frank Act relating to conflict minerals.
     • View Filing

  These events, particularly the earnings report, are significant as they can influence investor sentiment and stock price movements. If you need further details or assistance, let me know!

  1. The answer provides accurate details about Amazon's earnings report and SEC filings, including dates and descriptions. For instance, the earnings report on May 1, 2025, with an actual EPS of $1.59 and an estimated EPS of $1.36, resulting in a surprise percent of 17.08%, is correctly stated.

  2. The information is presented in a clear and organized manner, listing key events with relevant details and links to the filings, which aids in reader comprehension.

  1. The answer lacks the latest news headlines for Amazon.com, Inc. (AMZN) that might affect its stock performance. While it mentions an error in fetching the latest news, it does not provide any alternative sources or summaries of recent news events.

  2. The provided events are from May 2025, which, given the current date of June 22, 2025, are somewhat outdated. More recent events or news would be more pertinent to the user's request.

  3. The agent claims to provide the latest news and events related to stocks. However, the inability to fetch the latest news and the reliance on events from May 2025 suggest a gap in delivering up-to-date information.

• Test case 4

  Score: 1/10

  Can you provide detailed information on the top three most active stocks today, including their trading volume and any significant news impacting their activity?

  Failed to get an answer.

  1. The agent acknowledges its inability to provide the requested information, which is preferable to offering inaccurate or incomplete data.

  1. The agent fails to deliver any information regarding the top three most active stocks, their trading volumes, or significant news impacting their activity.

  2. The response lacks any content related to the user's query, providing no alternative information or context.

  3. The agent claims to provide market data, including information on active stocks and news events. The failure to deliver on this claim indicates a significant inconsistency.

  4. The response is unhelpful, offering no guidance, alternative resources, or explanations for the failure to provide the requested information.

• Test case 5

  Score: 7/10

  Can you retrieve information on the latest insider transactions for Meta Platforms, Inc. (META), including the names of insiders, the transaction type, and any notable patterns or trends?

  Here are the latest insider transactions for Meta Platforms, Inc. (META):

  1. Marc Andreessen

     • Relation: Director
     • Transaction Type: Conversion of Exercise of Derivative Security
     • Latest Transaction Date: May 15, 2025
     • Position Indirect: 48,773 shares

  2. Andrew Bosworth

     • Relation: Chief Technology Officer
     • Transaction Type: Sale
     • Latest Transaction Date: May 16, 2025
     • Position Direct: 67,512 shares

  3. Patrick Collison

     • Relation: Director
     • Transaction Type: Stock Award (Grant)
     • Latest Transaction Date: May 15, 2025
     • Position Direct: 53 shares

  4. Robert M. Kimmitt

     • Relation: Director
     • Transaction Type: Sale
     • Latest Transaction Date: June 16, 2025
     • Position Direct: 9,807 shares

  5. Susan J. Li

     • Relation: Chief Financial Officer
     • Transaction Type: Sale
     • Latest Transaction Date: May 15, 2025
     • Position Indirect: 107,129 shares

  6. Jennifer Newstead

     • Relation: Officer
     • Transaction Type: Sale
     • Latest Transaction Date: June 10, 2025
     • Position Direct: 29,183 shares

  7. Javier Olivan

     • Relation: Chief Operating Officer
     • Transaction Type: Sale
     • Latest Transaction Date: June 16, 2025
     • Position Direct: 119,623 shares

  8. Dina H. Powell

     • Relation: Director
     • Transaction Type: Stock Award (Grant)
     • Latest Transaction Date: May 15, 2025
     • Position Direct: 53 shares

  9. Hock E. Tan

     • Relation: Director
     • Transaction Type: Conversion of Exercise of Derivative Security
     • Latest Transaction Date: May 15, 2025
     • Position Direct: 1,893 shares

  10. Mark Zuckerberg

      • Relation: Chief Executive Officer
      • Transaction Type: Sale
      • Latest Transaction Date: June 18, 2025
      • Position Indirect: 85,619 shares

  Notable Patterns or Trends:

  • Sales Activity: Several insiders, including the CEO Mark Zuckerberg and CFO Susan Li, have executed sales of significant amounts of stock.
  • Stock Awards: There are also instances of stock awards, which may indicate compensation or retention strategies.
  • Director Activity: Multiple directors are actively involved in transactions, indicating potential shifts in their roles or compensation structures.

  This insider activity can provide insights into the confidence and strategic moves of the company's leadership. If you have more specific questions or need further details, feel free to ask!

  1. The answer provides specific details about recent insider transactions at Meta Platforms, Inc. (META), including names, roles, transaction types, dates, and share quantities. For instance, it mentions that on May 16, 2025, Andrew Bosworth, the Chief Technology Officer, sold 22,449 shares, which aligns with data from reputable sources. (tickertracker.io)

  2. The information is presented in a clear and organized manner, listing each insider's activity and summarizing notable patterns or trends, which aids in reader comprehension.

  1. The answer does not provide the monetary value of the transactions or the stock prices at which the transactions occurred. Including this information would offer a more comprehensive understanding of the transactions' significance.

  2. The answer lacks a timestamp or date for when the information was retrieved. Given that insider transactions can change frequently, specifying the date of the data is crucial for context.

  3. The agent claims to provide up-to-date financial data, including insider transactions. However, the absence of transaction values and stock prices suggests a gap in delivering the most detailed information available.