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latestOpenAPI 3.0.02026-08-2010141507.9 KB

3d5897270d8a

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/company/research-summary

Query parameters

symbolstring

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

cikinteger

SEC Central Index Key (CIK).

cusipstring

CUSIP identifier (9 characters).

composite_figistring

Composite OpenFIGI identifier.

share_class_figistring

Share-class OpenFIGI identifier.

Response

Combined research summary

Example response

{
  "profile": {
    "name": "Apple Inc.",
    "cik": 320193,
    "sic": "3571",
    "industry": "Consumer Electronics",
    "industryGroup": "Software & SaaS",
    "sector": "Technology",
    "description": "Apple Inc. designs, manufactures, and markets smartphones, personal computers...",
    "fiscalYearEndMonth": 9,
    "fiscalYearEndDay": 30,
    "symbols": [
      "BRK-B",
      "BRK-A"
    ],
    "exchanges": [
      "NYSE",
      "NYSE"
    ],
    "address": "One Apple Park Way",
    "city": "Cupertino",
    "state": "CA",
    "zip": "95014",
    "country": "US",
    "phone": "(408) 996-1010",
    "type": "stock",
    "status": "operating",
    "ipoDate": "2021-04-14",
    "employees": {
      "count": 3182,
      "asOf": "2025-12-31"
    },
    "predecessors": [
      {
        "name": "MARVELL TECHNOLOGY GROUP LTD",
        "cik": 1058057,
        "relationType": "successor",
        "effectiveDate": "2021-04-20",
        "corroborated": true
      }
    ],
    "successors": [
      {
        "name": "MARVELL TECHNOLOGY GROUP LTD",
        "cik": 1058057,
        "relationType": "successor",
        "effectiveDate": "2021-04-20",
        "corroborated": true
      }
    ]
  },
  "snapshot": {
    "symbol": "AAPL",
    "period": "2025-09-26",
    "fiscalYear": 2025,
    "fiscalPeriod": "FY",
    "eps": 7.49,
    "epsDiluted": 7.46,
    "netIncome": 112010000000,
    "revenue": 416161000000,
    "grossMargin": 46.91,
    "operatingMargin": 31.97,
    "netMargin": 26.92,
    "roe": 171.42,
    "roic": 88.61,
    "freeCashFlow": 98767000000,
    "fcfToNetIncome": 88.18,
    "revenueGrowth": 0.0643,
    "epsGrowth": 0.2259,
    "netIncomeGrowth": 0.195,
    "piotroskiFScore": 8,
    "nextEarningsDate": "2026-04-30",
    "nextFilingDate": "2026-05-01"
  },
  "keyMetrics": {
    "period": "2025-06-30",
    "fiscalYear": 2025,
    "fiscalPeriod": "FY",
    "sector": "Services",
    "sectorId": "services",
    "industry": "Software Publishers",
    "industryId": "software",
    "general": {
      "revenue": 281724000000,
      "netIncome": 101832000000,
      "grossMargin": 68.82,
      "operatingMargin": 45.62,
      "profitMargin": 36.15,
      "debtToEquity": 0.126,
      "quickRatio": 0.71,
      "currentRatio": 1.35,
      "roa": 18,
      "roe": 33.28,
      "roic": 31.9,
      "eps": 13.7,
      "ebitda": 123803000000,
      "freeCashFlow": 71611000000,
      "fcfMargin": 25.42,
      "fcfNetIncome": 70.32,
      "assetTurnover": 0.498,
      "interestCoverage": 53.9,
      "netDebt": 18964000000,
      "netDebtEbitda": 0.153,
      "investedCapital": 362443000000,
      "sbcRevenue": 4.25,
      "dividendPayout": 23.65,
      "cashRatio": 0.214,
      "operatingCashFlowRatio": 0.964,
      "receivablesTurnover": 4.44,
      "payablesTurnover": 3.53,
      "inventoryTurnover": 80.43,
      "fixedAssetTurnover": 1.65,
      "financialLeverageRatio": 1.8,
      "longTermDebtToCapitalRatio": 0.112,
      "freeCashFlowOperatingCashFlowRatio": 0.526,
      "capitalExpenditureCoverageRatio": 2.11,
      "pretaxProfitMargin": 0.439,
      "effectiveTaxRate": 0.176,
      "revenuePerShare": 37.74,
      "netIncomePerShare": 13.64,
      "operatingCashFlowPerShare": 18.24,
      "freeCashFlowPerShare": 9.59,
      "cashPerShare": 4.05,
      "bookValuePerShare": 46.01
    },
    "sectorMetrics": {
      "affo": 5800000000,
      "allowancePctAr": 1.5,
      "allowanceToLoans": 1.4,
      "aroCurrent": 120000000,
      "aroNoncurrent": 4500000000,
      "assetTurnover": 1.05,
      "bondingCapacity": 8.2,
      "bookValueGrowth": 11.5,
      "capexDda": 1.1,
      "capexDepreciation": 1.25,
      "capexRevenue": 17,
      "ccc": 32,
      "cipRatio": 6.4,
      "combinedRatio": 97.3,
      "contractAssetRatio": 4.2,
      "contractLiabilityRatio": 5.8,
      "dacRatio": 11.2,
      "daysInventory": 28,
      "debtEbitda": 2.6,
      "debtEquity": 0.85,
      "debtToAssets": 38,
      "debtToEquity": 1.4,
      "dio": 22,
      "dividendCoverage": 1.8,
      "dividendPayout": 65,
      "dpo": 45,
      "dso": 82.16,
      "ebitdaMargin": 43.94,
      "efficiencyRatio": 55.2,
      "expenseRatio": 28.4,
      "ffo": 6500000000,
      "ffoPerShare": 4.32,
      "floatSize": 95000000000,
      "floatYield": 3.8,
      "grossMargin": 68.82,
      "incomePerStore": 850000,
      "insuranceLeverage": 4.2,
      "interestCoverage": 5.2,
      "interestExpense": 12000000000,
      "interestIncome": 28000000000,
      "inventoryPerStore": 2400000,
      "inventoryRevenue": 12.5,
      "inventoryTurnover": 7.5,
      "investmentIncome": 22000000000,
      "loanToDeposit": 0.78,
      "lossRatio": 65.4,
      "netInterestIncome": 16000000000,
      "netMargin": 36.15,
      "netProfitMargin": 14.2,
      "nim": 3.2,
      "ocfRevenue": 35,
      "operatingMargin": 45.62,
      "operatingRatio": 62,
      "payoutRatio": 78,
      "ppeIntensity": 28,
      "premiumGrowth": 8.5,
      "provisionToLoans": 0.4,
      "reserveRatio": 2.8,
      "retainage": 4.1,
      "revenueGrowth": 4.2,
      "revenuePerStore": 8500000,
      "roa": 18,
      "roe": 33.28,
      "sgaRevenue": 11.67,
      "storeCount": 4800,
      "underwritingIncome": 3200000000,
      "warrantyReserve": 1.8,
      "workingCapitalRatio": 1.6
    },
    "industryMetrics": {
      "billings": 288697000000,
      "capexToDepreciation": 1.4,
      "capexToRevenue": 13,
      "cashRunwayQuarters": 6.5,
      "daToRevenue": 4,
      "debtToEbitda": 2.5,
      "debtToEquity": 1.6,
      "deferredRevenue": 64555000000,
      "deferredRevenueGrowth": 12.11,
      "dividendPayout": 50,
      "ebitdaMargin": 18,
      "fcfConversion": 1.05,
      "fcfMargin": 25.42,
      "grossMargin": 78.5,
      "interestCoverage": 6.5,
      "inventoryTurnover": 8,
      "rdToRevenue": 11.53,
      "remainingPerformanceObligations": 375000000000,
      "sbcToRevenue": 4.25,
      "sgaToRevenue": 11.67
    }
  }
}