Detailed Net Income to NOPAT Reconciliation

The detailed adjustments dataset featured in the HBS & MIT Sloan Paper that we use to convert Reported Net Income to NOPAT.

GAAP Net Income

+ 11 Categories of Non-Operating Expense Hidden in Operating Earnings 

+ 14 Categories ofReported Net Non-Operating Expense

+ Change in Total Reserves

+ Goodwill Amortization

- ESO Expense (Employee Stock Options)

+ Interest for PV of Operating Leases

+ Non-Operating Tax Adjustments

+ 5 Categories of Net After-Tax Non-Operating Expense/Income

= NOPAT (Net Operating Profit After Tax)

General Information
Backtest Sample
Backtest Documentation
API Documentation

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