Sector-aware key metrics

GET/api/financials/key-metrics

Returns financial metrics organized in three blocks: general (every company), sectorMetrics (varies by SIC-derived sector), and industryMetrics (varies by industry-group). The full catalog of every possible field with its formula and unit is documented under the KeyMetricsGeneral, KeyMetricsSector, and KeyMetricsIndustry schemas referenced below.

Margins/percentages are returned as percentage values (e.g. 68.82 means 68.82%). Ratios are decimals (e.g. 1.87 = 1.87x). A handful of legacy keys (pretaxProfitMargin, effectiveTaxRate) are returned as raw decimals — see the per-key descriptions in the schema. null means the underlying fact wasn't tagged for that period or a divisor was zero.

Sector → metric mapping

The sectorId field on each entry maps to one of the views below; sectorMetrics will contain only the keys associated with that view. Companies whose SIC doesn't map to any sector get an empty sectorMetrics: {}.

sectorId	Keys returned in `sectorMetrics`
`agriculture`	`ppeIntensity`, `capexDepreciation`, `inventoryTurnover`, `daysInventory`, `ccc`, `grossMargin`, `operatingMargin`, `roa`, `debtEquity`, `interestCoverage`
`banking`	`netInterestIncome`, `interestIncome`, `interestExpense`, `nim`, `roa`, `roe`, `loanToDeposit`, `allowanceToLoans`, `efficiencyRatio`, `provisionToLoans`
`construction`	`contractAssetRatio`, `contractLiabilityRatio`, `dso`, `dpo`, `ccc`, `workingCapitalRatio`, `ppeIntensity`, `debtEquity`, `interestCoverage`, `retainage`, `cipRatio`, `bondingCapacity`
`insurance`	`lossRatio`, `expenseRatio`, `combinedRatio`, `underwritingIncome`, `investmentIncome`, `netProfitMargin`, `roa`, `roe`, `insuranceLeverage`, `reserveRatio`, `premiumGrowth`, `dacRatio`, `floatYield`, `bookValueGrowth`, `floatSize`
`manufacturing`	`inventoryTurnover`, `daysInventory`, `grossMargin`, `operatingMargin`, `dso`, `dpo`, `ccc`, `capexRevenue`, `capexDepreciation`, `assetTurnover`, `warrantyReserve`
`mining`	`ppeIntensity`, `capexDda`, `grossMargin`, `operatingMargin`, `ebitdaMargin`, `ocfRevenue`, `roa`, `debtEquity`, `interestCoverage`, `aroCurrent`, `aroNoncurrent`
`reit`	`ffo`, `affo`, `ffoPerShare`, `payoutRatio`, `debtToAssets`, `interestCoverage`
`retail-trade`	`storeCount`, `revenuePerStore`, `incomePerStore`, `inventoryTurnover`, `daysInventory`, `inventoryPerStore`, `inventoryRevenue`, `sgaRevenue`
`services`	`grossMargin`, `operatingMargin`, `ebitdaMargin`, `netMargin`, `sgaRevenue`, `roe`, `dso`
`telecom`	`revenueGrowth`, `grossMargin`, `operatingMargin`, `ebitdaMargin`, `capexRevenue`, `debtEbitda`, `dividendPayout`, `dividendCoverage`
`transportation`	`operatingRatio`, `grossMargin`, `operatingMargin`, `assetTurnover`, `roa`, `capexRevenue`, `capexDepreciation`, `debtToEquity`, `ebitdaMargin`, `interestCoverage`
`utilities`	`roe`, `operatingMargin`, `dividendPayout`, `dividendCoverage`, `capexDepreciation`, `capexRevenue`, `debtEquity`, `interestCoverage`
`wholesale`	`grossMargin`, `operatingMargin`, `netMargin`, `dso`, `dpo`, `dio`, `ccc`, `inventoryTurnover`, `assetTurnover`, `roa`, `allowancePctAr`

Industry → metric mapping

The industryId field on each entry maps to one of the eight specialized industry views below; industryMetrics will contain only the keys associated with that view. Companies outside these eight industries get an empty industryMetrics: {}.

industryId	Keys returned in `industryMetrics`
`semiconductor`	`rdToRevenue`, `sbcToRevenue`, `fcfConversion`, `fcfMargin`
`software`	`rdToRevenue`, `sgaToRevenue`, `sbcToRevenue`, `fcfMargin`, `deferredRevenue`, `deferredRevenueGrowth`, `billings`, `remainingPerformanceObligations`
`pharma`	`rdToRevenue`, `sbcToRevenue`, `cashRunwayQuarters`, `fcfMargin`
`aerospace`	`rdToRevenue`, `fcfConversion`, `daToRevenue`, `debtToEbitda`, `interestCoverage`
`automotive`	`rdToRevenue`, `capexToDepreciation`, `inventoryTurnover`, `fcfMargin`, `debtToEquity`
`airlines`	`ebitdaMargin`, `fcfMargin`, `debtToEbitda`, `capexToRevenue`, `interestCoverage`
`oil-gas`	`ebitdaMargin`, `fcfMargin`, `capexToRevenue`, `debtToEbitda`, `dividendPayout`
`fintech`	`grossMargin`, `rdToRevenue`, `sgaToRevenue`, `fcfMargin`, `sbcToRevenue`

Get API key Try it live in the API explorer

Query parameters

symbol string optional min length 1 · max length 10

Stock ticker symbol. Identify the entity by exactly one of: symbol, cik, cusip, composite_figi, or share_class_figi. At least one is required.

Example: AAPL
cik integer optional

SEC Central Index Key (CIK).

Example: 320193
cusip string optional min length 9 · max length 9

CUSIP identifier (9 characters).

Example: 037833100
composite_figi string optional

Composite OpenFIGI identifier.

Example: BBG000B9XRY4
share_class_figi string optional

Share-class OpenFIGI identifier.

Example: BBG001S5N8V8

currency string optional default "USD"

Currency to return all monetary values in (default USD).

Pass any ISO 4217 code from the table below, or original to disable conversion and receive every figure in its own as-reported currency. With a target currency, any line item not already in it is converted on the fly at the period-appropriate rate (spot for balance-sheet instants, period-average for income/cash-flow flows); values already in the target pass through untouched (no round-trip), and the per-period fx block records the rate(s) applied. A currency that cannot be priced for a given period leaves those facts native and flags them under fx.unconverted.

Accepted values

Code	Currency
`original`	Return every value in its original as-reported currency (no conversion)
`USD`	US Dollar — default
`AED`	United Arab Emirates Dirham
`AFN`	Afghan Afghani
`ALL`	Albanian Lek
`AMD`	Armenian Dram
`ANG`	Netherlands Antillean Guilder
`AOA`	Angolan Kwanza
`ARS`	Argentine Peso
`AUD`	Australian Dollar
`AWG`	Aruban Florin
`AZN`	Azerbaijani Manat
`BAM`	Bosnia-Herzegovina Convertible Mark
`BBD`	Barbadian Dollar
`BDT`	Bangladeshi Taka
`BGN`	Bulgarian Lev
`BHD`	Bahraini Dinar
`BIF`	Burundian Franc
`BMD`	Bermudan Dollar
`BND`	Brunei Dollar
`BOB`	Bolivian Boliviano
`BRL`	Brazilian Real
`BSD`	Bahamian Dollar
`BTN`	Bhutanese Ngultrum
`BWP`	Botswanan Pula
`BYN`	Belarusian Ruble
`BZD`	Belize Dollar
`CAD`	Canadian Dollar
`CDF`	Congolese Franc
`CHF`	Swiss Franc
`CLP`	Chilean Peso
`CNY`	Chinese Yuan
`COP`	Colombian Peso
`CRC`	Costa Rican Colón
`CUP`	Cuban Peso
`CVE`	Cape Verdean Escudo
`CZK`	Czech Koruna
`DJF`	Djiboutian Franc
`DKK`	Danish Krone
`DOP`	Dominican Peso
`DZD`	Algerian Dinar
`EGP`	Egyptian Pound
`ERN`	Eritrean Nakfa
`ETB`	Ethiopian Birr
`EUR`	Euro
`FJD`	Fijian Dollar
`FKP`	Falkland Islands Pound
`GBP`	British Pound
`GEL`	Georgian Lari
`GHS`	Ghanaian Cedi
`GIP`	Gibraltar Pound
`GMD`	Gambian Dalasi
`GNF`	Guinean Franc
`GTQ`	Guatemalan Quetzal
`GYD`	Guyanaese Dollar
`HKD`	Hong Kong Dollar
`HNL`	Honduran Lempira
`HTG`	Haitian Gourde
`HUF`	Hungarian Forint
`IDR`	Indonesian Rupiah
`ILS`	Israeli New Shekel
`INR`	Indian Rupee
`IQD`	Iraqi Dinar
`IRR`	Iranian Rial
`ISK`	Icelandic Króna
`JMD`	Jamaican Dollar
`JOD`	Jordanian Dinar
`JPY`	Japanese Yen
`KES`	Kenyan Shilling
`KGS`	Kyrgyz Som
`KHR`	Cambodian Riel
`KMF`	Comorian Franc
`KPW`	North Korean Won
`KRW`	South Korean Won
`KWD`	Kuwaiti Dinar
`KYD`	Cayman Islands Dollar
`KZT`	Kazakhstani Tenge
`LAK`	Laotian Kip
`LBP`	Lebanese Pound
`LKR`	Sri Lankan Rupee
`LRD`	Liberian Dollar
`LSL`	Lesotho Loti
`LYD`	Libyan Dinar
`MAD`	Moroccan Dirham
`MDL`	Moldovan Leu
`MGA`	Malagasy Ariary
`MKD`	Macedonian Denar
`MMK`	Myanmar Kyat
`MNT`	Mongolian Tugrik
`MOP`	Macanese Pataca
`MRU`	Mauritanian Ouguiya
`MUR`	Mauritian Rupee
`MVR`	Maldivian Rufiyaa
`MWK`	Malawian Kwacha
`MXN`	Mexican Peso
`MYR`	Malaysian Ringgit
`MZN`	Mozambican Metical
`NAD`	Namibian Dollar
`NGN`	Nigerian Naira
`NIO`	Nicaraguan Córdoba
`NOK`	Norwegian Krone
`NPR`	Nepalese Rupee
`NZD`	New Zealand Dollar
`OMR`	Omani Rial
`PAB`	Panamanian Balboa
`PEN`	Peruvian Sol
`PGK`	Papua New Guinean Kina
`PHP`	Philippine Peso
`PKR`	Pakistani Rupee
`PLN`	Polish Zloty
`PYG`	Paraguayan Guarani
`QAR`	Qatari Riyal
`RON`	Romanian Leu
`RSD`	Serbian Dinar
`RUB`	Russian Ruble
`RWF`	Rwandan Franc
`SAR`	Saudi Riyal
`SBD`	Solomon Islands Dollar
`SCR`	Seychellois Rupee
`SDG`	Sudanese Pound
`SEK`	Swedish Krona
`SGD`	Singapore Dollar
`SHP`	St. Helena Pound
`SLE`	Sierra Leonean Leone
`SOS`	Somali Shilling
`SRD`	Surinamese Dollar
`SSP`	South Sudanese Pound
`STN`	São Tomé & Príncipe Dobra
`SVC`	Salvadoran Colón
`SYP`	Syrian Pound
`SZL`	Swazi Lilangeni
`THB`	Thai Baht
`TJS`	Tajikistani Somoni
`TMT`	Turkmenistani Manat
`TND`	Tunisian Dinar
`TOP`	Tongan Paʻanga
`TRY`	Turkish Lira
`TTD`	Trinidad & Tobago Dollar
`TWD`	New Taiwan Dollar
`TZS`	Tanzanian Shilling
`UAH`	Ukrainian Hryvnia
`UGX`	Ugandan Shilling
`UYU`	Uruguayan Peso
`UZS`	Uzbekistani Som
`VES`	Venezuelan Bolívar
`VND`	Vietnamese Dong
`VUV`	Vanuatu Vatu
`WST`	Samoan Tala
`XAF`	Central African CFA Franc
`XCD`	East Caribbean Dollar
`XDR`	Special Drawing Rights
`XOF`	West African CFA Franc
`XPF`	CFP Franc
`YER`	Yemeni Rial
`ZAR`	South African Rand
`ZMW`	Zambian Kwacha
`ZWG`	Zimbabwean Gold

Example: USD

period string (enum) optional

The reporting period: annual, quarter, or ttm (trailing twelve months).
limit integer optional min 1 · max 80 · default 4

Maximum number of periods to return (may be clamped by subscription tier). Ignored when period=ttm.

Example request

curl 'https://api.stockfit.io/v1/api/financials/key-metrics?symbol=AAPL&cik=320193&cusip=037833100&composite_figi=BBG000B9XRY4&share_class_figi=BBG001S5N8V8&currency=USD' \
  -H 'Authorization: Bearer YOUR_API_TOKEN'

Responses

200 OK

Key metrics organized by period with general, sector, and industry tiers. Per-share metrics and `netShareChange` are always computed on the current split-adjusted basis so they stay correct and continuous across stock splits.

Response schema

array of:

period string (date)
The fiscal period end date (YYYY-MM-DD).
fiscalYear integer
The company's fiscal year (handles non-December year-ends — AAPL FY ends September, COST FY ends August).
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
Broad sector classification derived from SIC code.
sectorId string | null
Sector identifier used to determine which metric set populates `sectorMetrics`. One of: `agriculture`, `banking`, `construction`, `insurance`, `manufacturing`, `mining`, `reit`, `retail-trade`, `services`, `telecom`, `transportation`, `utilities`, `wholesale`, or `null`.
industry string | null
Detailed industry classification derived from SIC code.
industryId string | null
Industry identifier used to determine which metric set populates `industryMetrics`. 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

[
  {
    "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
    }
  },
  {
    "period": "2024-06-30",
    "fiscalYear": 2024,
    "fiscalPeriod": "FY",
    "sector": "Services",
    "sectorId": "services",
    "industry": "Software Publishers",
    "industryId": "software",
    "general": {
      "revenue": 245122000000,
      "netIncome": 88136000000,
      "grossMargin": 69.76444382797138,
      "operatingMargin": 44.64429957327371,
      "profitMargin": 35.955972944084984,
      "debtToEquity": 0.16737746622615718,
      "quickRatio": 0.6005379691266383,
      "currentRatio": 1.2749549031815206,
      "roa": 19.074186891798746,
      "roe": 37.13334737729092,
      "roic": 34.03855402542557,
      "eps": 11.86,
      "ebitda": 108114000000,
      "freeCashFlow": 74071000000,
      "fcfMargin": 30.218013886962407,
      "fcfNetIncome": 84.04170826903876,
      "assetTurnover": 0.5304872968243954,
      "interestCoverage": 37.285519591141394,
      "netDebt": 32906000000,
      "netDebtEbitda": 0.30436391216678693,
      "investedCapital": 301383000000,
      "sbcRevenue": 4.3790439046678795,
      "dividendPayout": 24.701597531088318,
      "netShareChange": 0.026910656620021525,
      "cashRatio": 0.1462,
      "operatingCashFlowRatio": 0.9462,
      "receivablesTurnover": 4.6419,
      "payablesTurnover": 3.6973,
      "inventoryTurnover": 39.5697,
      "fixedAssetTurnover": 2.1201,
      "financialLeverageRatio": 1.9077,
      "longTermDebtToCapitalRatio": 0.1434,
      "freeCashFlowOperatingCashFlowRatio": 0.6248,
      "capitalExpenditureCoverageRatio": 2.6654,
      "pretaxProfitMargin": 0.4397,
      "effectiveTaxRate": 0.1823,
      "revenuePerShare": 32.8186,
      "netIncomePerShare": 11.8002,
      "operatingCashFlowPerShare": 15.872,
      "freeCashFlowPerShare": 9.9171,
      "cashPerShare": 2.4521,
      "bookValuePerShare": 35.9455
    },
    "sectorMetrics": {
      "grossMargin": 69.76444382797138,
      "operatingMargin": 44.64429957327371,
      "ebitdaMargin": 44.10620017787061,
      "netMargin": 35.955972944084984,
      "sgaRevenue": 13.081241177862452,
      "roe": 37.13334737729092,
      "dso": 78.63100823263518
    },
    "industryMetrics": {
      "rdToRevenue": 12.038903076835208,
      "sgaToRevenue": 13.081241177862452,
      "sbcToRevenue": 4.3790439046678795,
      "fcfMargin": 30.218013886962407,
      "deferredRevenue": 57582000000,
      "deferredRevenueGrowth": 13.125478870749102,
      "billings": 251803000000,
      "remainingPerformanceObligations": 275000000000
    }
  },
  {
    "period": "2023-06-30",
    "fiscalYear": 2023,
    "fiscalPeriod": "FY",
    "sector": "Services",
    "sectorId": "services",
    "industry": "Software Publishers",
    "industryId": "software",
    "general": {
      "revenue": 211915000000,
      "netIncome": 72361000000,
      "grossMargin": 68.92008588349103,
      "operatingMargin": 41.7728806361041,
      "profitMargin": 34.14623787839464,
      "debtToEquity": 0.2290578645446919,
      "quickRatio": 0.8006989985501541,
      "currentRatio": 1.76916725076573,
      "roa": 18.63015179913905,
      "roe": 38.82392391989591,
      "roic": 33.16596104432817,
      "eps": 9.72,
      "ebitda": 88300000000,
      "freeCashFlow": 59475000000,
      "fcfMargin": 28.06549795908737,
      "fcfNetIncome": 82.1920647862799,
      "assetTurnover": 0.5455989577969558,
      "interestCoverage": 44.98119918699187,
      "netDebt": 18162000000,
      "netDebtEbitda": 0.20568516421291053,
      "investedCapital": 224385000000,
      "sbcRevenue": 4.53530896821839,
      "dividendPayout": 27.36280593137187,
      "netShareChange": -0.4287245444801715,
      "cashRatio": 0.3332,
      "operatingCashFlowRatio": 0.8409,
      "receivablesTurnover": 4.5598,
      "payablesTurnover": 3.551,
      "inventoryTurnover": 21.1032,
      "fixedAssetTurnover": 2.4925,
      "financialLeverageRatio": 1.9977,
      "longTermDebtToCapitalRatio": 0.1864,
      "freeCashFlowOperatingCashFlowRatio": 0.6791,
      "capitalExpenditureCoverageRatio": 3.116,
      "pretaxProfitMargin": 0.4214,
      "effectiveTaxRate": 0.1898,
      "revenuePerShare": 28.3612,
      "netIncomePerShare": 9.6843,
      "operatingCashFlowPerShare": 11.7214,
      "freeCashFlowPerShare": 7.9597,
      "cashPerShare": 4.6445,
      "bookValuePerShare": 27.5994
    },
    "sectorMetrics": {
      "grossMargin": 68.92008588349103,
      "operatingMargin": 41.7728806361041,
      "ebitdaMargin": 41.66764976523606,
      "netMargin": 34.14623787839464,
      "sgaRevenue": 14.31422976193285,
      "roe": 38.82392391989591,
      "dso": 80.04715333978245
    },
    "industryMetrics": {
      "rdToRevenue": 12.832975485454073,
      "sgaToRevenue": 14.31422976193285,
      "sbcToRevenue": 4.53530896821839,
      "fcfMargin": 28.06549795908737,
      "deferredRevenue": 50901000000,
      "deferredRevenueGrowth": 11.776977469366244,
      "billings": 217278000000,
      "remainingPerformanceObligations": 229000000000
    }
  },
  {
    "period": "2022-06-30",
    "fiscalYear": 2022,
    "fiscalPeriod": "FY",
    "sector": "Services",
    "sectorId": "services",
    "industry": "Software Publishers",
    "industryId": "software",
    "general": {
      "revenue": 198270000000,
      "netIncome": 72738000000,
      "grossMargin": 68.4016744842891,
      "operatingMargin": 42.05527815604983,
      "profitMargin": 36.68633681343622,
      "debtToEquity": 0.2989095843691081,
      "quickRatio": 0.6120190993037589,
      "currentRatio": 1.7846069708251824,
      "roa": 20.82336724308958,
      "roe": 47.15133050270639,
      "roic": 36.24281762025356,
      "eps": 9.7,
      "ebitda": 83351000000,
      "freeCashFlow": 65149000000,
      "fcfMargin": 32.85872799717557,
      "fcfNetIncome": 89.56666391707223,
      "assetTurnover": 0.5676055188879776,
      "interestCoverage": 40.41832283082889,
      "netDebt": 41580000000,
      "netDebtEbitda": 0.4988542429005051,
      "investedCapital": 208122000000,
      "sbcRevenue": 3.7837292580824124,
      "dividendPayout": 24.931947537738182,
      "netShareChange": -0.7314802500332491,
      "cashRatio": 0.1465,
      "operatingCashFlowRatio": 0.9364,
      "receivablesTurnover": 4.818,
      "payablesTurnover": 3.6677,
      "inventoryTurnover": 19.6457,
      "fixedAssetTurnover": 2.9568,
      "financialLeverageRatio": 2.1907,
      "longTermDebtToCapitalRatio": 0.2301,
      "freeCashFlowOperatingCashFlowRatio": 0.7317,
      "capitalExpenditureCoverageRatio": 3.7275,
      "pretaxProfitMargin": 0.4222,
      "effectiveTaxRate": 0.1311,
      "revenuePerShare": 26.2958,
      "netIncomePerShare": 9.6469,
      "operatingCashFlowPerShare": 11.8084,
      "freeCashFlowPerShare": 8.6405,
      "cashPerShare": 1.8476,
      "bookValuePerShare": 22.0878
    },
    "sectorMetrics": {
      "grossMargin": 68.4016744842891,
      "operatingMargin": 42.05527815604983,
      "ebitdaMargin": 42.039138548444036,
      "netMargin": 36.68633681343622,
      "sgaRevenue": 13.983456902204065,
      "roe": 47.15133050270639,
      "dso": 75.75770414081808
    },
    "industryMetrics": {
      "rdToRevenue": 12.362939426035204,
      "sgaToRevenue": 13.983456902204065,
      "sbcToRevenue": 3.7837292580824124,
      "fcfMargin": 32.85872799717557,
      "deferredRevenue": 45538000000,
      "deferredRevenueGrowth": 9.664057796508127,
      "billings": 202283000000,
      "remainingPerformanceObligations": 193000000000
    }
  }
]

400 Bad Request

Invalid parameters or symbol not found

Response schema

error string
Human-readable error message

Example response

{}

403 Forbidden

Feature not available on current plan

Response schema

error string
Human-readable error message

Example response

{}