3d5897270d8a
Sector-aware 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 |
Query parameters
Stock ticker symbol. Identify the entity by exactly one of: symbol, cik, cusip, composite_figi, or share_class_figi. At least one is required.
SEC Central Index Key (CIK).
CUSIP identifier (9 characters).
Composite OpenFIGI identifier.
Share-class OpenFIGI identifier.
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 |
Reporting period: annual, quarter, or ttm (trailing twelve months). TTM sums the last 4 quarters for flow items and uses the latest quarter for point-in-time items.
The reporting period: annual, quarter, or ttm (trailing twelve months).
Maximum number of periods to return (may be clamped by subscription tier). Ignored when period=ttm.
Response
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.
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": 68.82,
"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
}
}
]