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Research summary

GET/api/company/research-summary

Starter Stock Pro

Compressed research endpoint: returns company profile, earnings snapshot (EPS, margins, returns, health scores, predicted dates), and sector-aware key metrics in a single call. Replaces 3 separate API calls.

Works for any filer that reports financials, including hybrid ETFs. When the symbol resolves but has no reported financials, snapshot and keyMetrics come back null while profile is still populated.

Get API key Try it live in the API explorer

Query parameters

Example request

curl 'https://api.stockfit.io/v1/api/company/research-summary?symbol=AAPL&cik=320193&cusip=037833100&composite_figi=BBG000B9XRY4&share_class_figi=BBG001S5N8V8' \
  -H 'Authorization: Bearer YOUR_API_TOKEN'

Responses

200 OK

Combined research summary

Response schema

  • profile object
    • name string

      The company name

    • cik integer

      The Central Index Key (CIK)

    • sic string

      Standard Industrial Classification code

    • industry string

      Industry classification

    • industryGroup string | null

      High-value industry group classification, or null

    • sector string

      Sector classification

    • description string

      AI-generated company description, periodically updated.

    • fiscalYearEndMonth integer

      Fiscal year end month (1-12)

    • fiscalYearEndDay integer

      Fiscal year end day

    • symbols array of string

      Tickers of the company's currently active listings, primary first. Positionally aligned with `exchanges` (symbols[i] trades on exchanges[i]); not deduplicated, so a multi-class issuer lists every class.

    • exchanges array of string

      Exchange for each ticker in `symbols`, in the same order. Not deduplicated.

    • address string

      Company street address

    • city string

      Company city

    • state string

      Company state

    • zip string

      Company ZIP code

    • country string

      Company country

    • phone string

      Company phone number

    • type string | null

      Security type

    • status string (enum)

      Operational state of the issuer. `delisted` means the issuer has no active listing on any exchange. Delisted does NOT mean the company stopped filing with the SEC (delisted issuers often keep filing during deregistration). `operating` otherwise.

      Allowed values: operating, delisted
    • webUrl string | null

      Company website URL

    • investorRelationsUrl string | null

      Investor relations page URL

    • logoUrl string | null

      Company logo URL

    • ipoDate string (date)

      IPO / first-effective date (YYYY-MM-DD), derived from the earliest SEC registration-effectiveness filings (Form EFFECT, falling back to the first S-1/F-1/S-11 cluster). The field is omitted entirely when none have been observed (e.g. companies that listed before EDGAR full-text coverage).

    • employees object

      Total number of employees from the most recent `dei:EntityNumberOfEmployees` XBRL fact (typically reported on the 10-K cover page, annual cadence). **Coverage is sparse** — only ~2% of SEC filers structurally tag this fact in XBRL. Most filers disclose headcount as prose in 10-K Item 1 (Business) without machine-readable tagging, so the `employees` field is omitted for the majority of companies including some megacaps (AAPL, MSFT, AMZN, GOOGL, META, TSLA all currently omit it). It is also omitted when the most recent count is more than 2 years old (suppressed as stale). When present, `asOf` indicates the period the count is from — annual filers update it once per year, so a count from up to a year ago is normal.

      • count integer

        Reported employee headcount.

      • asOf string (date)

        Period-end date (YYYY-MM-DD) of the filing this count was reported in.

    • predecessors array of object

      Prior entities this CIK continues from, detected from the Form 8-K12B successor-issuer declaration (Rule 12g-3). Present only when a succession is on record (e.g. a reincorporation: Marvell Technology, Inc. continues from Marvell Technology Group Ltd.). **Informational pointer only — financials are NOT merged across the link.** The predecessor reported under a different CIK and its history may rest on a different business mix, fiscal basis, or reporting regime; query it separately by its `cik`.

      array of:
      • name string

        Legal name of the linked entity.

      • cik integer | null

        CIK of the linked entity (null if the entity has no CIK on file).

      • relationType string

        Relationship type. Currently always `successor` (Rule 12g-3 succession).

      • effectiveDate string (date) | null

        Date the succession took effect (merger effective date or filing date), YYYY-MM-DD.

      • corroborated boolean

        True when the predecessor has a Form 15 deregistration on file, corroborating that it genuinely went dark.

    • successors array of object

      Entities that continued from this CIK (the reverse of `predecessors`). Present on a now-delisted predecessor so a customer landing on the old CIK can find where it continued. **Informational pointer only — financials are NOT merged.**

      array of:
      • name string

        Legal name of the linked entity.

      • cik integer | null

        CIK of the linked entity (null if the entity has no CIK on file).

      • relationType string

        Relationship type. Currently always `successor` (Rule 12g-3 succession).

      • effectiveDate string (date) | null

        Date the succession took effect (merger effective date or filing date), YYYY-MM-DD.

      • corroborated boolean

        True when the predecessor has a Form 15 deregistration on file, corroborating that it genuinely went dark.

  • snapshot object | null

    Earnings snapshot with EPS, margins, returns, health scores, and predicted dates. Same shape as `/api/earnings/snapshot`. `null` when the symbol has no reported financials.

    • symbol string
    • period string

      Fiscal period end date (YYYY-MM-DD)

    • fiscalYear integer
    • fiscalPeriod string (enum)

      Fiscal period of a reported value: `FY` (annual), `Q1`-`Q4` (quarterly), or `TTM` (trailing twelve months).

      Allowed values: FY, Q1, Q2, Q3, Q4, TTM
    • eps number | null
    • epsDiluted number | null
    • netIncome number | null
    • revenue number | null
    • grossMargin number | null
    • operatingMargin number | null
    • netMargin number | null
    • roe number | null
    • roic number | null
    • freeCashFlow number | null
    • fcfToNetIncome number | null
    • revenueGrowth number | null
    • epsGrowth number | null
    • netIncomeGrowth number | null
    • piotroskiFScore integer
    • altmanZScore number | null
    • altmanZone object | null

      Altman Z-Score classification: `safe`, `grey`, or `distress`.

      • nextEarningsDate string | null
      • nextFilingDate string | null
    • keyMetrics object | null

      Sector-aware key metrics for the latest period. Same shape as `/api/financials/key-metrics` — see `KeyMetricsGeneral`, `KeyMetricsSector`, and `KeyMetricsIndustry` for the full per-key catalog.

      • period string (date)
      • fiscalYear integer
      • fiscalPeriod string (enum)

        Fiscal period of a reported value: `FY` (annual), `Q1`-`Q4` (quarterly), or `TTM` (trailing twelve months).

        Allowed values: FY, Q1, Q2, Q3, Q4, TTM
      • sector string | null
      • sectorId string | null

        One of: `agriculture`, `banking`, `construction`, `insurance`, `manufacturing`, `mining`, `reit`, `retail-trade`, `services`, `telecom`, `transportation`, `utilities`, `wholesale`, or `null`.

      • industry string | null
      • industryId string | null

        One of: `semiconductor`, `software`, `pharma`, `aerospace`, `automotive`, `airlines`, `oil-gas`, `fintech`, or `null`.

      • general object

        General financial metrics emitted for every company. Combines the GENERAL_VIEW chart definitions with manually-added ratios in the service layer so this block is a superset of the traditional financial-ratio set.

        • revenue number | null

          Total revenue (USD). Top-line sales from business operations.

        • netIncome number | null

          Net income (USD). Profit after all expenses, taxes, and costs.

        • grossMargin number | null

          Gross Margin (%) — `100 × grossProfit / revenue`. Pricing power after direct production costs.

        • operatingMargin number | null

          Operating Margin (%) — `100 × operatingIncome / revenue`. Profitability after operating expenses.

        • profitMargin number | null

          Profit Margin (%) — `100 × netIncome / revenue`. Bottom-line margin after all costs.

        • debtToEquity number | null

          Debt-to-Equity (ratio) — `longTermDebt / stockholdersEquity`. Financial leverage; lower means less risk.

        • quickRatio number | null

          Quick Ratio — `(cash + netReceivables) / currentLiabilities`. Conservative short-term liquidity test.

        • currentRatio number | null

          Current Ratio — `currentAssets / currentLiabilities`. Above 1.0x is healthy short-term solvency.

        • roa number | null

          Return on Assets (%) — `100 × netIncome / avg(assets, prevAssets)`. Asset profitability; uses textbook averaging.

        • roe number | null

          Return on Equity (%) — `100 × netIncome / avg(stockholdersEquity, prev)`. Return to shareholders.

        • roic number | null

          Return on Invested Capital (%) — `100 × NOPAT / avg(investedCapital)` where `NOPAT = operatingIncome × (1 − taxRate)` (taxRate clamped 0–35%) and `investedCapital = totalDebt + equity − cash`. Strips out leverage effects.

        • eps number | null

          Earnings per Share (USD/share). Curated diluted EPS fact.

        • ebitda number | null

          EBITDA (USD). Curated fact, falls back to `operatingIncome + D&A` when not directly tagged.

        • freeCashFlow number | null

          Free Cash Flow (USD). Curated fact, falls back to `operatingCashFlow + capitalExpenditure` (CapEx is usually negative in cash flow statement).

        • fcfMargin number | null

          FCF Margin (%) — `100 × freeCashFlow / revenue`. Cash conversion efficiency.

        • fcfNetIncome number | null

          FCF / Net Income (%) — `100 × freeCashFlow / netIncome`. Earnings quality; >100% means cash exceeds reported profit.

        • assetTurnover number | null

          Asset Turnover (ratio) — `annualizedRevenue / avg(assets)`. Quarterly revenue is multiplied by 4 before division.

        • interestCoverage number | null

          Interest Coverage (ratio) — `operatingIncome / abs(interestExpense)`. Above 3x is comfortable.

        • netDebt number | null

          Net Debt (USD) — `totalDebt − cash`. Negative means cash exceeds debt.

        • netDebtEbitda number | null

          Net Debt / EBITDA (ratio). Primary leverage metric; below 2x is conservative.

        • investedCapital number | null

          Invested Capital (USD) — `totalDebt + stockholdersEquity − cash`. Capital base used as the ROIC denominator.

        • sbcRevenue number | null

          Stock-Based Comp / Revenue (%) — `100 × stockBasedCompensation / revenue`. Dilution cost intensity.

        • dividendPayout number | null

          Dividend Payout (%) — `100 × abs(cashDividendsPaid) / netIncome`. Share of profits returned as dividends.

        • netShareChange number | null

          Net Share Change (%) — `100 × (sharesOutstanding − prev) / prev`. Negative = net buybacks, positive = dilution.

        • cashRatio number | null

          Cash Ratio — `cash / currentLiabilities`. Most conservative liquidity measure.

        • operatingCashFlowRatio number | null

          Operating Cash Flow Ratio — `operatingCashFlow / currentLiabilities`. Ability to cover short-term obligations from operations.

        • receivablesTurnover number | null

          Receivables Turnover (ratio) — `revenue / avg(accountsReceivable)`. Collection efficiency.

        • payablesTurnover number | null

          Payables Turnover (ratio) — `costOfRevenue / avg(accountsPayable)`. Payment cadence.

        • inventoryTurnover number | null

          Inventory Turnover (ratio) — `costOfRevenue / avg(inventory)`. Inventory efficiency.

        • fixedAssetTurnover number | null

          Fixed Asset Turnover (ratio) — `revenue / avg(propertyPlantAndEquipmentNet)`. Revenue per dollar of fixed assets.

        • financialLeverageRatio number | null

          Financial Leverage Ratio — `assets / stockholdersEquity`. Total assets per dollar of equity.

        • longTermDebtToCapitalRatio number | null

          Long-Term Debt / Total Capital — `longTermDebt / (longTermDebt + stockholdersEquity)`.

        • freeCashFlowOperatingCashFlowRatio number | null

          FCF / OCF — `freeCashFlow / operatingCashFlow`. Cash conversion after CapEx.

        • capitalExpenditureCoverageRatio number | null

          CapEx Coverage — `operatingCashFlow / capitalExpenditure`. Ability to fund CapEx from operations.

        • pretaxProfitMargin number | null

          Pretax Profit Margin (decimal) — `incomeBeforeTax / revenue`. Returned as a decimal (NOT a percentage).

        • effectiveTaxRate number | null

          Effective Tax Rate (decimal) — `incomeTaxExpense / incomeBeforeTax`. Returned as a decimal.

        • revenuePerShare number | null

          Revenue per Share (USD/share) — `revenue / dilutedShares`.

        • netIncomePerShare number | null

          Net Income per Share (USD/share) — `netIncome / dilutedShares`. Distinct from `eps` (curated fact).

        • operatingCashFlowPerShare number | null

          Operating Cash Flow per Share (USD/share).

        • freeCashFlowPerShare number | null

          Free Cash Flow per Share (USD/share).

        • cashPerShare number | null

          Cash per Share (USD/share) — `cash / dilutedShares`.

        • bookValuePerShare number | null

          Book Value per Share (USD/share) — `stockholdersEquity / dilutedShares`.

      • sectorMetrics object

        Sector-specific metrics — empty `{}` if the company's SIC doesn't map to a known sector view. The sector that triggered each emission is annotated in parentheses at the start of every description (e.g. "(Banking) ..."). Some keys appear in multiple sectors with the same name but slightly different formulas; the description spells out the variation when it matters.

        • affo number | null

          (REIT) Adjusted Funds From Operations (USD) — `FFO + capitalExpenditure` (CapEx negative in cash flow statement, so this subtracts maintenance CapEx).

        • allowancePctAr number | null

          (Wholesale) Allowance / Accounts Receivable (%) — credit loss reserve coverage.

        • allowanceToLoans number | null

          (Banking) Allowance for Credit Losses / Total Loans (%). Reserve coverage ratio.

        • aroCurrent number | null

          (Mining) Asset Retirement Obligation — current portion (USD).

        • aroNoncurrent number | null

          (Mining) Asset Retirement Obligation — non-current portion (USD).

        • assetTurnover number | null

          (Manufacturing, Transportation, Wholesale) Revenue / avg(Total Assets), annualized for quarterly periods.

        • bondingCapacity number | null

          (Construction) Letters of Credit Outstanding / Revenue (%). Proxy for bonding-capacity utilization.

        • bookValueGrowth number | null

          (Insurance) Period-over-period growth in stockholders' equity (%). The core compounding metric for insurers.

        • capexDda number | null

          (Mining) CapEx / DD&A (ratio). Below 1x signals reserve depletion or underinvestment.

        • capexDepreciation number | null

          (Agriculture, Manufacturing, Transportation, Utilities) CapEx / Depreciation (ratio). >1x = expanding capacity, <1x = underinvesting.

        • capexRevenue number | null

          (Manufacturing, Telecom, Transportation, Utilities) CapEx / Revenue (%). Capital intensity.

        • ccc number | null

          (Agriculture, Construction, Manufacturing, Wholesale) Cash Conversion Cycle (days) — `DIO + DSO − DPO` (Construction omits DIO; values annualized for quarterly periods).

        • cipRatio number | null

          (Construction) Construction in Progress / Total Assets (%). Active project pipeline relative to asset base.

        • combinedRatio number | null

          (Insurance) Combined Ratio (%) — Loss Ratio + Expense Ratio. Below 100% means underwriting profit.

        • contractAssetRatio number | null

          (Construction) Costs in Excess of Billings / Revenue (%). Unbilled work performed.

        • contractLiabilityRatio number | null

          (Construction) Billings in Excess of Costs / Revenue (%). Customer prepayments.

        • dacRatio number | null

          (Insurance) Deferred Acquisition Costs / Premiums Earned (%). Capital tied up in policy acquisition.

        • daysInventory number | null

          (Agriculture, Manufacturing, Retail-Trade) Days Inventory Outstanding — `inventory / COGS × 365`. Lower means quicker stock movement.

        • debtEbitda number | null

          (Telecom) Total Debt / EBITDA (ratio). Below 3x is healthy.

        • debtEquity number | null

          (Agriculture, Construction, Mining, Utilities) Total Debt (or Long-Term Debt fallback) / Stockholders' Equity (ratio).

        • debtToAssets number | null

          (REIT) Total Debt / Total Assets (%). Healthy REIT range is 30–50%.

        • debtToEquity number | null

          (Transportation) Total Debt / Stockholders' Equity (ratio).

        • dio number | null

          (Wholesale) Days Inventory Outstanding (days) — annualized.

        • dividendCoverage number | null

          (Telecom, Utilities) Operating Cash Flow / Dividends Paid (ratio). Above 1.5x is healthy.

        • dividendPayout number | null

          (Telecom, Utilities) Dividends Paid / Net Income (%). Telecoms/utilities often pay 60–80%.

        • dpo number | null

          (Construction, Manufacturing, Wholesale) Days Payable Outstanding — `accountsPayable / COGS × 365` (annualized for quarterly).

        • dso number | null

          (Construction, Manufacturing, Services, Wholesale) Days Sales Outstanding — `receivables / revenue × 365` (annualized for quarterly).

        • ebitdaMargin number | null

          (Mining, Services, Telecom, Transportation) EBITDA / Revenue (%).

        • efficiencyRatio number | null

          (Banking) Non-Interest Expense / (Net Interest Income + Non-Interest Income) (%). Below 60% is efficient.

        • expenseRatio number | null

          (Insurance) Policy Acquisition Costs / Premiums Earned (%).

        • ffo number | null

          (REIT) Funds From Operations (USD) — `netIncome + D&A`. Key REIT cash-generation metric.

        • ffoPerShare number | null

          (REIT) FFO / Shares Outstanding (USD/share). REIT equivalent of EPS.

        • floatSize number | null

          (Insurance) Policy Reserves (USD). GAAP proxy for insurance float.

        • floatYield number | null

          (Insurance) Net Investment Income / avg(Investments) (%). Float deployment efficiency.

        • grossMargin number | null

          (Agriculture, Manufacturing, Mining, Services, Telecom, Transportation, Wholesale) Gross Profit / Revenue (%) — falls back to `(revenue − COGS) / revenue` when grossProfit isn't tagged.

        • incomePerStore number | null

          (Retail-Trade) Net Income / Store Count (USD per store).

        • insuranceLeverage number | null

          (Insurance) Total Assets / Stockholders' Equity (ratio). Capital amplification through borrowed capital.

        • interestCoverage number | null

          (Agriculture, Construction, Mining, REIT, Transportation, Utilities) Operating Income / Interest Expense (ratio). Construction/Mining use complex fallbacks via `interestCoverageComplex` (substitutes net interest income when expense isn't tagged).

        • interestExpense number | null

          (Banking) Interest Expense (USD). Cost of deposits and borrowings.

        • interestIncome number | null

          (Banking) Interest Income (USD). Revenue from loans and securities.

        • inventoryPerStore number | null

          (Retail-Trade) Inventory / Store Count (USD per store).

        • inventoryRevenue number | null

          (Retail-Trade) Inventory / Revenue (%). Capital tied up in stock.

        • inventoryTurnover number | null

          (Agriculture, Manufacturing, Retail-Trade, Wholesale) COGS / avg(Inventory) (ratio). Wholesale uses annualized COGS.

        • investmentIncome number | null

          (Insurance) Net Investment Income (or Interest Income fallback) (USD). Returns from float.

        • loanToDeposit number | null

          (Banking) Loans / Deposits (ratio). Above 100% means reliance on wholesale funding.

        • lossRatio number | null

          (Insurance) Policyholder Benefits and Claims / Premiums Earned (%).

        • netInterestIncome number | null

          (Banking) Net Interest Income (USD) — `interestIncome − interestExpense`. Core profitability driver.

        • netMargin number | null

          (Services, Wholesale) Net Income / Revenue (%).

        • netProfitMargin number | null

          (Insurance) Net Income / Revenue (%).

        • nim number | null

          (Banking) Net Interest Margin (% — actually expressed in basis points by the formatter, but value is `100 × (interestIncome − interestExpense) / avg(assets)`). Banks typically target 250–350 bps.

        • ocfRevenue number | null

          (Mining) Operating Cash Flow / Revenue (%). Operating efficiency.

        • operatingMargin number | null

          (Agriculture, Manufacturing, Mining, Services, Telecom, Transportation, Utilities, Wholesale) Operating Income / Revenue (%). Mining and Wholesale fall back to `(revenue − costAndExpenses) / revenue` when operatingIncome isn't tagged.

        • operatingRatio number | null

          (Transportation) Operating Expenses / Revenue (%). Lower is better — key railroad/airline metric.

        • payoutRatio number | null

          (REIT) Cash Dividends Paid / FFO (%). REITs must distribute 90%+ of taxable income.

        • ppeIntensity number | null

          (Agriculture, Construction, Mining) PP&E Net / Total Assets (%). Capital tied up in equipment and infrastructure.

        • premiumGrowth number | null

          (Insurance) YoY growth in Premiums Earned (or Revenue fallback) (%).

        • provisionToLoans number | null

          (Banking) Provision for Credit Losses / avg(Loans) (%). Proxy for net charge-off intensity.

        • reserveRatio number | null

          (Insurance) Policy Reserves / Premiums Earned (ratio). Claims coverage adequacy.

        • retainage number | null

          (Construction) Contract Receivable Retainage / Revenue (%). Cash held back until project completion.

        • revenueGrowth number | null

          (Telecom) YoY revenue growth (%). Tracks subscriber/ARPU/share gains.

        • revenuePerStore number | null

          (Retail-Trade) Revenue / Store Count (USD per store).

        • roa number | null

          (Agriculture, Banking, Insurance, Mining, Transportation, Wholesale) Net Income / avg(Assets) (%). Mining/Wholesale annualize quarterly net income (×4) before dividing.

        • roe number | null

          (Banking, Insurance, Services, Utilities) Net Income / avg(Stockholders' Equity) (%).

        • sgaRevenue number | null

          (Retail-Trade, Services) SG&A / Revenue (%). Overhead efficiency.

        • storeCount number | null

          (Retail-Trade) Total store count (count). Curated fact.

        • underwritingIncome number | null

          (Insurance) Underwriting Income (USD). Curated fact, falls back to `premiumsEarned − claims − acquisitionCosts`.

        • warrantyReserve number | null

          (Manufacturing) Warranty Liability / Revenue (%). Quality / warranty-term proxy.

        • workingCapitalRatio number | null

          (Construction) Current Assets / Current Liabilities (ratio). Bonding-capacity proxy.

      • industryMetrics object

        Industry-specific metrics — empty `{}` when the company's industry doesn't map to one of the eight specialized industry views (Semiconductor, Software & SaaS, Pharma & Biotech, Aerospace & Defense, Automotive, Airlines, Oil & Gas, Fintech). The triggering industry is annotated in parentheses on every description.

        • billings number | null

          (Software & SaaS) Billings Proxy (USD) — `revenue + (deferredRevenue − prevDeferredRevenue)`. Approximates total invoiced amount; growing faster than revenue signals expanding backlog.

        • capexToDepreciation number | null

          (Automotive) CapEx / D&A (ratio). >1x means expanding factory/EV capacity.

        • capexToRevenue number | null

          (Airlines, Oil & Gas) CapEx / Revenue (%). Fleet/well investment intensity.

        • cashRunwayQuarters number | null

          (Pharma & Biotech) Quarters of cash remaining at current burn — `cash / abs(operatingCashFlow)` (only emitted when OCF is negative). Below 4 triggers dilutive fundraising risk.

        • daToRevenue number | null

          (Aerospace & Defense) D&A / Revenue (%). Capital recovery burden on each revenue dollar.

        • debtToEbitda number | null

          (Aerospace & Defense, Airlines, Oil & Gas) Long-Term Debt (or Total Debt fallback) / EBITDA (ratio).

        • debtToEquity number | null

          (Automotive) Long-Term Debt (or Total Debt) / Stockholders' Equity (ratio).

        • deferredRevenue number | null

          (Software & SaaS) Current Deferred Revenue / Liabilities (USD). Prepaid subscription revenue yet to be recognized.

        • deferredRevenueGrowth number | null

          (Software & SaaS) YoY growth in Deferred Revenue (%). Accelerating growth signals strong bookings momentum.

        • dividendPayout number | null

          (Oil & Gas) Cash Dividends / Net Income (%). Above 80% leaves no buffer for commodity price drops.

        • ebitdaMargin number | null

          (Airlines, Oil & Gas) EBITDA / Revenue (%). Primary profitability metric for fleet/extraction businesses where D&A distorts net income.

        • fcfConversion number | null

          (Semiconductor, Aerospace & Defense) FCF / Net Income (ratio). Above 1x = earnings backed by real cash; below 1x flags working-capital drains or heavy CapEx cycles.

        • fcfMargin number | null

          (Semiconductor, Software & SaaS, Pharma & Biotech, Automotive, Airlines, Oil & Gas, Fintech) FCF / Revenue (%).

        • grossMargin number | null

          (Fintech) Gross Profit / Revenue (%). Separates pure-software fintech (70–80%) from payment processors with interchange costs (40–60%).

        • interestCoverage number | null

          (Aerospace & Defense, Airlines) Operating Income / abs(Interest Expense) (ratio).

        • inventoryTurnover number | null

          (Automotive) COGS / avg(Inventory) (ratio). Higher signals vehicle demand strength.

        • rdToRevenue number | null

          (Semiconductor, Software & SaaS, Pharma & Biotech, Aerospace & Defense, Automotive, Fintech) Research & Development / Revenue (%).

        • remainingPerformanceObligations number | null

          (Software & SaaS) RPO (USD). Total contracted revenue not yet recognized; growing RPO signals future revenue visibility.

        • sbcToRevenue number | null

          (Semiconductor, Software & SaaS, Pharma & Biotech, Fintech) Stock-Based Compensation / Revenue (%).

        • sgaToRevenue number | null

          (Software & SaaS, Fintech) SG&A / Revenue (%). Declining as revenue scales is the hallmark of operating leverage.

    Example response

    {
      "profile": {
        "name": "MICROSOFT CORP",
        "cik": 789019,
        "description": "## Business Overview\nMicrosoft develops and sells **software, cloud services, and devices**, led by **Azure**, **Microsoft 365**, **Windows**, and **Dynamics 365**, plus **LinkedIn** and **Xbox**. Revenue is primarily **recurring (subscriptions/consumption)** with additional **licensing, advertising, and hardware** sales. \n\n## Market Position\nMicrosoft is a global leader in **cloud infrastructure/platform services** and **enterprise productivity** with a large installed base and broad distribution across consumers and enterprises. Key differentiators include deep integration across **Azure + Windows + Microsoft 365 + security**, a large partner ecosystem, and extensive developer tooling (e.g., **GitHub**). \n\n## Key Segments\nMicrosoft reports three operating segments: **Productivity and Business Processes**, **Intelligent Cloud**, and **More Personal Computing**.",
        "sic": "7372",
        "sector": "Services",
        "industry": "Software Publishers",
        "industryGroup": "Software & SaaS",
        "fiscalYearEndMonth": 6,
        "fiscalYearEndDay": 30,
        "exchanges": [
          "Nasdaq"
        ],
        "symbols": [
          "MSFT"
        ],
        "address": "ONE MICROSOFT WAY",
        "city": "REDMOND",
        "state": "WA",
        "zip": "98052-6399",
        "country": null,
        "phone": "425-882-8080",
        "webUrl": "https://www.microsoft.com",
        "investorRelationsUrl": "https://www.microsoft.com/en-us/investor/default",
        "logoUrl": null,
        "type": "stock",
        "ipoDate": "2020-05-20"
      },
      "snapshot": {
        "symbol": "MSFT",
        "period": "2025-06-30",
        "fiscalYear": 2025,
        "fiscalPeriod": "FY",
        "eps": 13.7,
        "epsDiluted": 13.64,
        "netIncome": 101832000000,
        "revenue": 281724000000,
        "grossMargin": 68.82,
        "operatingMargin": 45.62,
        "netMargin": 36.15,
        "roe": 33.28,
        "roic": 31.9,
        "freeCashFlow": 71611000000,
        "fcfToNetIncome": 70.32,
        "revenueGrowth": 0.1493,
        "epsGrowth": 0.1551,
        "netIncomeGrowth": 0.1554,
        "piotroskiFScore": 6,
        "altmanZScore": 2.5,
        "altmanZone": "grey",
        "nextEarningsDate": "2026-04-29",
        "nextFilingDate": "2026-04-29"
      },
      "keyMetrics": {
        "period": "2025-06-30",
        "fiscalYear": 2025,
        "fiscalPeriod": "FY",
        "sector": "Services",
        "sectorId": "services",
        "industry": "Software Publishers",
        "industryId": "software",
        "general": {
          "revenue": 281724000000,
          "netIncome": 101832000000,
          "grossMargin": 68.8237423861652,
          "operatingMargin": 45.62195624085985,
          "profitMargin": 36.146015248967075,
          "debtToEquity": 0.12562922332951942,
          "quickRatio": 0.7091659703437239,
          "currentRatio": 1.3534464445042416,
          "roa": 18.004784443662558,
          "roe": 33.280824111537434,
          "roic": 31.896602768520527,
          "eps": 13.7,
          "ebitda": 123803000000,
          "freeCashFlow": 71611000000,
          "fcfMargin": 25.418849654271558,
          "fcfNetIncome": 70.3226883494383,
          "assetTurnover": 0.49811256703260176,
          "interestCoverage": 53.89014675052411,
          "netDebt": 18964000000,
          "netDebtEbitda": 0.15317884057736889,
          "investedCapital": 362443000000,
          "sbcRevenue": 4.250259118853913,
          "dividendPayout": 23.648754811846963,
          "netShareChange": 0,
          "cashRatio": 0.2142,
          "operatingCashFlowRatio": 0.9642,
          "receivablesTurnover": 4.4426,
          "payablesTurnover": 3.533,
          "inventoryTurnover": 80.4313,
          "fixedAssetTurnover": 1.6545,
          "financialLeverageRatio": 1.8022,
          "longTermDebtToCapitalRatio": 0.1116,
          "freeCashFlowOperatingCashFlowRatio": 0.5259,
          "capitalExpenditureCoverageRatio": 2.1094,
          "pretaxProfitMargin": 0.4388,
          "effectiveTaxRate": 0.1763,
          "revenuePerShare": 37.7393,
          "netIncomePerShare": 13.6413,
          "operatingCashFlowPerShare": 18.2401,
          "freeCashFlowPerShare": 9.5929,
          "cashPerShare": 4.0512,
          "bookValuePerShare": 46.0119
        },
        "sectorMetrics": {
          "grossMargin": 68.8237423861652,
          "operatingMargin": 45.62195624085985,
          "ebitdaMargin": 43.94478283710298,
          "netMargin": 36.146015248967075,
          "sgaRevenue": 11.669932274140649,
          "roe": 33.280824111537434,
          "dso": 82.15946280757053
        },
        "industryMetrics": {
          "rdToRevenue": 11.531853871164687,
          "sgaToRevenue": 11.669932274140649,
          "sbcToRevenue": 4.250259118853913,
          "fcfMargin": 25.418849654271558,
          "deferredRevenue": 64555000000,
          "deferredRevenueGrowth": 12.10968705498246,
          "billings": 288697000000,
          "remainingPerformanceObligations": 375000000000
        }
      }
    }

    400 Bad Request

    Invalid parameters

    Response schema

    • error string

      Human-readable error message

    Example response

    {}