FIfinancialdatasets
Financial Metrics

Get financial metrics

Changed on

Get financial metrics for a ticker, including valuation, profitability, efficiency, liquidity, leverage, growth, and per share metrics.

get/financial-metrics

Request

  • Base URL
    https://api.financialdatasets.ai
  • Auth
    API key in header X-API-KEY

Query parameters

tickerstring

The ticker symbol of the company. Required if cik is not provided.

cikstring

The Central Index Key (CIK) of the company. Can be used instead of ticker.

market'US' | 'UK' | 'FR'

The market the company is listed in: US (the default), UK or FR. Any ticker of the company, including a second share class, returns the company's metrics. Price-based values (market cap, enterprise value, valuation ratios, dividend yield) are not yet available for UK tickers.

exchangestring

Deprecated alias of market: LSE means market=UK. Existing requests keep working. France has no alias: name it with market=FR.

isinstring

The ISIN (International Securities Identification Number) of a non-US listing. An alternative to ticker and market.

period'annual' | 'quarterly' | 'ttm' required

The time period for the financial data.

limitinteger

The maximum number of results to return. This is the total across all pages, not a page size: each page holds up to 10 records, linked by next_page_url.

report_periodstring date

Filter by exact report period date in YYYY-MM-DD format.

report_period_gtestring date

Filter by report period greater than or equal to date in YYYY-MM-DD format.

report_period_ltestring date

Filter by report period less than or equal to date in YYYY-MM-DD format.

report_period_gtstring date

Filter by report period greater than date in YYYY-MM-DD format.

report_period_ltstring date

Filter by report period less than date in YYYY-MM-DD format.

filing_datestring date

Filter by exact SEC filing date in YYYY-MM-DD format. Rows without a known filing date are excluded.

filing_date_gtestring date

Filter by SEC filing date greater than or equal to date in YYYY-MM-DD format. Rows without a known filing date are excluded.

filing_date_ltestring date

Filter by SEC filing date less than or equal to date in YYYY-MM-DD format. Useful for point-in-time queries: returns only data that was publicly filed by the given date. Rows without a known filing date are excluded.

filing_date_gtstring date

Filter by SEC filing date greater than date in YYYY-MM-DD format. Rows without a known filing date are excluded.

filing_date_ltstring date

Filter by SEC filing date less than date in YYYY-MM-DD format. Rows without a known filing date are excluded.

cursorstring

Opaque pagination cursor from a previous response's next_page_url. When provided, all other query parameters are ignored: the cursor carries the original request's filters. Treat it as opaque; do not construct or modify it.

Response

The historical financial metrics and ratios for a ticker

tickerstring

The ticker symbol of the company.

report_periodstring date

The reporting period of the financial metrics.

fiscal_periodstring

The fiscal period of the financial metrics.

period'quarterly' | 'ttm' | 'annual'

The time period of the financial metrics.

currencystring

The currency in which the financial data is reported.

accession_numberstring nullable

The SEC accession number of the filing.

form_typestring nullable

The SEC form this row was sourced from (10-K, 10-Q/A, 20-F, S-1, ...). The exact form as filed, so amendments keep their /A suffix. Null when period is ttm: a trailing twelve month window can span multiple filings, so we don't attribute it to one. A quarterly row can carry 10-K when the fourth quarter is derived from the fiscal-year filing.

filing_urlstring uri nullable

URL to the SEC filing.

filing_datestring date nullable

Calendar day SEC accepted the filing, in Eastern Time (the SEC's operating timezone). Calendar-day pair to filing_datetime. Null when no dated SEC filing is linked to the row.

filing_datetimestring date-time nullable

Sub-day timestamp recording when SEC accepted the filing, in Eastern Time. Sourced from SEC's acceptanceDateTime field on the EDGAR submissions API. Pairs with filing_date (calendar-day precision of the same event).

enterprise_valuenumber

The total value of the company (market cap + debt - cash).

price_to_earnings_rationumber

Price to earnings ratio.

price_to_book_rationumber

Price to book ratio.

price_to_sales_rationumber

Price to sales ratio.

enterprise_value_to_ebitda_rationumber

Enterprise value to EBITDA ratio.

enterprise_value_to_revenue_rationumber

Enterprise value to revenue ratio.

free_cash_flow_yieldnumber

Free cash flow yield.

peg_rationumber

Price to earnings growth ratio.

gross_marginnumber

Gross profit as a percentage of revenue.

operating_marginnumber

Operating income as a percentage of revenue.

net_marginnumber

Net income as a percentage of revenue.

return_on_equitynumber

Net income as a percentage of shareholders' equity.

return_on_assetsnumber

Net income as a percentage of total assets.

return_on_invested_capitalnumber

Net operating profit after taxes as a percentage of invested capital.

asset_turnovernumber

Revenue divided by average total assets.

inventory_turnovernumber

Cost of goods sold divided by average inventory.

receivables_turnovernumber

Revenue divided by average accounts receivable.

days_sales_outstandingnumber

Average accounts receivable divided by revenue over the period.

operating_cyclenumber

Inventory turnover + receivables turnover.

working_capital_turnovernumber

Revenue divided by average working capital.

current_rationumber

Current assets divided by current liabilities.

quick_rationumber

Quick assets divided by current liabilities.

cash_rationumber

Cash and cash equivalents divided by current liabilities.

operating_cash_flow_rationumber

Operating cash flow divided by current liabilities.

debt_to_equitynumber

Total debt divided by shareholders' equity.

debt_to_assetsnumber

Total debt divided by total assets.

interest_coveragenumber

EBIT divided by interest expense.

revenue_growthnumber

Year-over-year growth in revenue.

earnings_growthnumber

Year-over-year growth in earnings.

book_value_growthnumber

Year-over-year growth in book value.

earnings_per_share_growthnumber

Growth in earnings per share over the period.

free_cash_flow_growthnumber

Growth in free cash flow over the period.

operating_income_growthnumber

Growth in operating income over the period.

ebitda_growthnumber

Growth in EBITDA over the period.

payout_rationumber

Dividends paid as a percentage of net income.

earnings_per_sharenumber

Net income divided by weighted average shares outstanding.

book_value_per_sharenumber

Shareholders' equity divided by shares outstanding.

free_cash_flow_per_sharenumber

Free cash flow divided by shares outstanding.

next_page_urlstring

Absolute URL of the next page of results. Present only when more results remain; request it as-is to continue. Each page holds up to 10 records.

Changes

  • 5872e134b56cRevision changes
    • info

      added the new optional query request parameter cursor

    • info

      added the new optional query request parameter exchange

    • info

      added the new optional query request parameter isin

    • info

      added the new optional query request parameter market

    • info

      added the optional property to the response with the status

    • info

      added the optional property to the response with the status