Fundamentals API Reference

Get financials, earnings ratios, financial ratios, and company data.

API Endpoint
https://api.benzinga.com/api/v2
Response Content-Types

application/json, application/xml

Schemes

https, http

Version

2.0.0

Authentication

token authentication

Type:
apiKey
Name:
token
In:
query

Playground

Endpoints

GET /fundamentals

Get valuation ratios, earning ratios, operation ratios, balance sheet

Parameters

NameTypeLocationDescription
acceptstring , x ∈ { application/json , application/xml }header

Specifies return format

symbolsstring (csv)query

One or more stock ticker symbol in comma separated list specifies company data to return

isinstring (csv)query

One or more isin identifier in comma separated list specifies company data to return

cikstring (csv)query

One or more cik identifier in comma separated list specifies company data to return

asOfstring (YYYY-MM-DD)query

Return results for dates greater than or equal date specified in this parameter

Responses

CodeModelDescription
200 OKFundamentalsResponse

An object including a response array containing an array of objects containing company data

Response (200 OK)

{
  "result": [
    {
      "company": {
        "primarySymbol": "string",
        "primaryExchange": "string",
        "cik": "string",
        "valoren": "string",
        "sedol": "string",
        "standardName": "string"
      },
      "companyProfile": {
        "companyStatus": "string",
        "countryId": "string",
        "fiscalYearEnd": "string",
        "shortName": "string",
        "standardName": "string",
        "address1": "string",
        "city": "string",
        "country": "string",
        "fax": "string",
        "homepage": "string",
        "phone": "string",
        "postalCode": "string",
        "province": "string",
        "legalName": "string",
        "shortDescription": "string",
        "longDescription": "string"
      },
      "shareClass": {
        "currency": "string",
        "ipoDate": "string (Unix timestamp)",
        "isDepositaryRecipt": "boolean",
        "isPrimary": "boolean",
        "securityType": "string",
        "enterpriseValue": "integer",
        "marketCap": "integer"
      },
      "earningsReports": {
        "6M": {
          "period": "string",
          "asOf": "string",
          "reportType": "string",
          "currency": "string",
          "fiscalYearEnd": "string",
          "basicContinuousOperations": "number (float)",
          "continuingAndDiscontinuedBasicEPS": "number (float)",
          "continuingAndDiscontinuedDilutedEPS": "number (double)",
          "dilutedAverageShares": "integer (int64)",
          "dilutedContinuousOperations": "integer (int64)",
          "dilutedEPS": "number (float)",
          "dividendPerShare": "number (float)",
          "basicAverageShares": "integer (int64)"
        },
        "3M": {
          "period": "string",
          "asOf": "string",
          "reportType": "string",
          "currency": "string",
          "fiscalYearEnd": "string",
          "basicContinuousOperations": "number (float)",
          "continuingAndDiscontinuedBasicEPS": "number (float)",
          "continuingAndDiscontinuedDilutedEPS": "number (double)",
          "dilutedAverageShares": "integer (int64)",
          "dilutedContinuousOperations": "integer (int64)",
          "dilutedEPS": "number (float)",
          "dividendPerShare": "number (float)",
          "basicAverageShares": "integer (int64)"
        },
        "12M": {
          "period": "string",
          "asOf": "string",
          "reportType": "string",
          "currency": "string",
          "fiscalYearEnd": "string",
          "basicContinuousOperations": "number (float)",
          "continuingAndDiscontinuedBasicEPS": "number (float)",
          "continuingAndDiscontinuedDilutedEPS": "number (double)",
          "dilutedAverageShares": "integer (int64)",
          "dilutedContinuousOperations": "integer (int64)",
          "dilutedEPS": "number (float)",
          "dividendPerShare": "number (float)",
          "basicAverageShares": "integer (int64)"
        }
      },
      "financialStatements": {
        "6M": {
          "cashFlowStatement": {
            "income": "integer (int64)",
            "changeInReceivables": "integer (int64)",
            "changesInAccountReceivables": "integer (int64)",
            "changeInInventory": "integer (int64)",
            "changeInOtherWorkingCapital": "integer (int64)",
            "capitalExpenditure": "integer (int64)",
            "jcashDividendsPaid": "integer (int64)",
            "freeCashFlow": "integer (int64)",
            "financingCashFlow": "integer (int64)",
            "changesInCash": "integer (int64)"
          },
          "asOf": "string (YYYYMMDD)",
          "incomeStatement": {
            "revenue": "integer (int64)",
            "costOfRevenue": "integer (int64)",
            "grossProfit": "integer (int64)",
            "researchAndDevelopment": "integer (int64)",
            "EBITDA": "integer (int64)",
            "operatingIncome": "integer (int64)",
            "sellingGeneralAndAdministration": "integer (int64)",
            "netIncomeContinuousOperations": "integer (int64)",
            "otherIncomeExpense": "integer (int64)",
            "netIncome": "integer (int64)",
            "netIncomeCommonStockholders": "integer (int64)"
          }
        },
        "3M": {
          "cashFlowStatement": {
            "income": "integer (int64)",
            "changeInReceivables": "integer (int64)",
            "changesInAccountReceivables": "integer (int64)",
            "changeInInventory": "integer (int64)",
            "changeInOtherWorkingCapital": "integer (int64)",
            "capitalExpenditure": "integer (int64)",
            "jcashDividendsPaid": "integer (int64)",
            "freeCashFlow": "integer (int64)",
            "financingCashFlow": "integer (int64)",
            "changesInCash": "integer (int64)"
          },
          "asOf": "string (YYYYMMDD)",
          "incomeStatement": {
            "revenue": "integer (int64)",
            "costOfRevenue": "integer (int64)",
            "grossProfit": "integer (int64)",
            "researchAndDevelopment": "integer (int64)",
            "EBITDA": "integer (int64)",
            "operatingIncome": "integer (int64)",
            "sellingGeneralAndAdministration": "integer (int64)",
            "netIncomeContinuousOperations": "integer (int64)",
            "otherIncomeExpense": "integer (int64)",
            "netIncome": "integer (int64)",
            "netIncomeCommonStockholders": "integer (int64)"
          }
        },
        "12M": {
          "cashFlowStatement": {
            "income": "integer (int64)",
            "changeInReceivables": "integer (int64)",
            "changesInAccountReceivables": "integer (int64)",
            "changeInInventory": "integer (int64)",
            "changeInOtherWorkingCapital": "integer (int64)",
            "capitalExpenditure": "integer (int64)",
            "jcashDividendsPaid": "integer (int64)",
            "freeCashFlow": "integer (int64)",
            "financingCashFlow": "integer (int64)",
            "changesInCash": "integer (int64)"
          },
          "asOf": "string (YYYYMMDD)",
          "incomeStatement": {
            "revenue": "integer (int64)",
            "costOfRevenue": "integer (int64)",
            "grossProfit": "integer (int64)",
            "researchAndDevelopment": "integer (int64)",
            "EBITDA": "integer (int64)",
            "operatingIncome": "integer (int64)",
            "sellingGeneralAndAdministration": "integer (int64)",
            "netIncomeContinuousOperations": "integer (int64)",
            "otherIncomeExpense": "integer (int64)",
            "netIncome": "integer (int64)",
            "netIncomeCommonStockholders": "integer (int64)"
          }
        }
      },
      "valuationRatios": {
        "bookValuePerShare": "number (float)",
        "bookValueYield": "number (float)",
        "CFYield": "number (float)",
        "cashReturn": "number (float)",
        "dividendYield": "number (float)",
        "earningYield": "number (float)",
        "FCFPerShare": "number (float)",
        "FCFRatio": "number (float)",
        "FCFYield": "number (float)",
        "forwardEarningYield": "number (float)",
        "forwardPERatio": "number (float)",
        "PBRatio": "number (float)",
        "PCFRatio": "number (float)",
        "PEGPayback": "number (float)",
        "PERatio": "number (float)",
        "PSRatio": "number (float)",
        "payoutRatio": "number (float)",
        "salesPerShare": "number (float)",
        "salesYield": "number (float)",
        "sustainableGrowthRate": "number (float)"
      },
      "operationRatios": {
        "9M": {
          "period": "string",
          "fiscalYearEnd": "string",
          "reportType": "string",
          "assetsTurnover": "number (float)",
          "capExSalesRatio": "number (float)",
          "cashConversionCycle": "number (float)",
          "daysInInventory": "number (float)",
          "daysInPayment": "number (float)",
          "daysInSales": "number (float)",
          "EBITDAMargin": "number (float)",
          "EBITMargin": "number (float)",
          "FCFNetIncomeRatio": "number (float)",
          "FCFSalesRatio": "number (float)",
          "fixAssetTurnover": "number (float)",
          "grossMargin": "number (float)",
          "interestCoverage": "number (float)",
          "netIncomeContOpsGrowth": "number (float)",
          "netIncomeGrowth": "number (float)",
          "netMargin": "number (float)",
          "normalizedNetProfitMargin": "number (float)",
          "operationIncomeGrowth": "number (float)",
          "operationMargin": "number (float)",
          "operationRevenueGrowth3MonthAvg": "number (float)",
          "pretaxMargin": "number (float)",
          "quickRatio": "number (float)",
          "ROA": "number (float)",
          "ROE": "number (float)",
          "ROIC": "number (float)",
          "receivableTurnover": "number (float)",
          "revenueGrowth": "number (float)",
          "salesPerEmployee": "number (float)",
          "taxRate": "number (float)",
          "totalDebtEquityRatio": "number (float)"
        },
        "6M": {
          "period": "string",
          "fiscalYearEnd": "string",
          "reportType": "string",
          "assetsTurnover": "number (float)",
          "capExSalesRatio": "number (float)",
          "cashConversionCycle": "number (float)",
          "daysInInventory": "number (float)",
          "daysInPayment": "number (float)",
          "daysInSales": "number (float)",
          "EBITDAMargin": "number (float)",
          "EBITMargin": "number (float)",
          "FCFNetIncomeRatio": "number (float)",
          "FCFSalesRatio": "number (float)",
          "fixAssetTurnover": "number (float)",
          "grossMargin": "number (float)",
          "interestCoverage": "number (float)",
          "netIncomeContOpsGrowth": "number (float)",
          "netIncomeGrowth": "number (float)",
          "netMargin": "number (float)",
          "normalizedNetProfitMargin": "number (float)",
          "operationIncomeGrowth": "number (float)",
          "operationMargin": "number (float)",
          "operationRevenueGrowth3MonthAvg": "number (float)",
          "pretaxMargin": "number (float)",
          "quickRatio": "number (float)",
          "ROA": "number (float)",
          "ROE": "number (float)",
          "ROIC": "number (float)",
          "receivableTurnover": "number (float)",
          "revenueGrowth": "number (float)",
          "salesPerEmployee": "number (float)",
          "taxRate": "number (float)",
          "totalDebtEquityRatio": "number (float)"
        },
        "1Y": {
          "period": "string",
          "fiscalYearEnd": "string",
          "reportType": "string",
          "assetsTurnover": "number (float)",
          "capExSalesRatio": "number (float)",
          "cashConversionCycle": "number (float)",
          "daysInInventory": "number (float)",
          "daysInPayment": "number (float)",
          "daysInSales": "number (float)",
          "EBITDAMargin": "number (float)",
          "EBITMargin": "number (float)",
          "FCFNetIncomeRatio": "number (float)",
          "FCFSalesRatio": "number (float)",
          "fixAssetTurnover": "number (float)",
          "grossMargin": "number (float)",
          "interestCoverage": "number (float)",
          "netIncomeContOpsGrowth": "number (float)",
          "netIncomeGrowth": "number (float)",
          "netMargin": "number (float)",
          "normalizedNetProfitMargin": "number (float)",
          "operationIncomeGrowth": "number (float)",
          "operationMargin": "number (float)",
          "operationRevenueGrowth3MonthAvg": "number (float)",
          "pretaxMargin": "number (float)",
          "quickRatio": "number (float)",
          "ROA": "number (float)",
          "ROE": "number (float)",
          "ROIC": "number (float)",
          "receivableTurnover": "number (float)",
          "revenueGrowth": "number (float)",
          "salesPerEmployee": "number (float)",
          "taxRate": "number (float)",
          "totalDebtEquityRatio": "number (float)"
        },
        "3M": {
          "period": "string",
          "fiscalYearEnd": "string",
          "reportType": "string",
          "assetsTurnover": "number (float)",
          "capExSalesRatio": "number (float)",
          "cashConversionCycle": "number (float)",
          "daysInInventory": "number (float)",
          "daysInPayment": "number (float)",
          "daysInSales": "number (float)",
          "EBITDAMargin": "number (float)",
          "EBITMargin": "number (float)",
          "FCFNetIncomeRatio": "number (float)",
          "FCFSalesRatio": "number (float)",
          "fixAssetTurnover": "number (float)",
          "grossMargin": "number (float)",
          "interestCoverage": "number (float)",
          "netIncomeContOpsGrowth": "number (float)",
          "netIncomeGrowth": "number (float)",
          "netMargin": "number (float)",
          "normalizedNetProfitMargin": "number (float)",
          "operationIncomeGrowth": "number (float)",
          "operationMargin": "number (float)",
          "operationRevenueGrowth3MonthAvg": "number (float)",
          "pretaxMargin": "number (float)",
          "quickRatio": "number (float)",
          "ROA": "number (float)",
          "ROE": "number (float)",
          "ROIC": "number (float)",
          "receivableTurnover": "number (float)",
          "revenueGrowth": "number (float)",
          "salesPerEmployee": "number (float)",
          "taxRate": "number (float)",
          "totalDebtEquityRatio": "number (float)"
        }
      },
      "alphaBeta": {
        "60M": {
          "period": "string",
          "asOf": "string",
          "alpha": "number (double)",
          "beta": "number (double)"
        },
        "120M": {
          "period": "string",
          "asOf": "string",
          "alpha": "number (double)",
          "beta": "number (double)"
        },
        "36M": {
          "period": "string",
          "asOf": "string",
          "alpha": "number (double)",
          "beta": "number (double)"
        }
      },
      "processingTimeMillis": "integer"
    }
  ]
}

GET /fundamentals/valuationRatios

Returns the valuation ratios

Parameters

NameTypeLocationDescription
acceptstring , x ∈ { application/json , application/xml }header

Specifies return format

symbolsstring (csv)query

One or more stock ticker symbol in comma separated list specifies company data to return

isinstring (csv)query

One or more isin identifier in comma separated list specifies company data to return

cikstring (csv)query

One or more cik identifier in comma separated list specifies company data to return

asOfstring (YYYY-MM-DD)query

Return results for dates greater than or equal date specified in this parameter

Responses

CodeModelDescription
200 OKFundamentalsValuationRatiosResponse

An object including a response that includes valuationRatio data

Response (200 OK)

{
  "result": [
    {
      "valuationRatios": [
        {
          "id": {
            "shareClassId": "string",
            "date": "string (YYYY-MM-DD)"
          },
          "payoutRatio": "number (float)",
          "sustainableGrowthRate": "number (float)",
          "cashReturn": "number (float)",
          "salesPerShare": "number (float)",
          "bookValuePerShare": "number (float)",
          "cfoPerShare": "number (float)",
          "fcfPerShare": "number (float)",
          "earningYield": "number (float)",
          "peRatio": "number (float)",
          "salesYield": "number (float)",
          "psRatio": "number (float)",
          "bookValueYield": "number (float)",
          "pbRatio": "number (float)",
          "cfYield": "number (float)",
          "pcfRatio": "number (float)",
          "fcfYield": "number (float)",
          "fcfRatio": "number (float)",
          "trailingDividendYield": "number (float)",
          "forwardDividendYield": "number (float)",
          "forwardEarningYield": "number (float)",
          "forwardPeRatio": "number (float)",
          "pegRatio": "number (float)",
          "pegPayback": "number (float)",
          "tangibleBookValuePerShare": "number (float)",
          "tangibleBvPerShare3YrAvg": "number (float)",
          "tangibleBvPerShare5YrAvg": "number (float)",
          "forwardDividend": "number (float)",
          "workingCapitalPerShare": "number (float)",
          "workingCapitalPerShare3YrAvg": "number (float)",
          "workingCapitalPerShare5YrAvg": "number (float)",
          "evToEbitda": "number (float)",
          "buyBackYield": "number (float)",
          "totalYield": "number (float)",
          "ratioPe5YearAverage": "number (float)",
          "priceChange1M": "number (float)",
          "normalizedPeRatio": "number (float)",
          "pricetoEbitda": "number (float)"
        }
      ]
    }
  ]
}

GET /fundamentals/earningRatios

Returns the earning ratios

Parameters

NameTypeLocationDescription
acceptstring , x ∈ { application/json , application/xml }header

Specifies return format

symbolsstring (csv)query

One or more stock ticker symbol in comma separated list specifies company data to return

isinstring (csv)query

One or more isin identifier in comma separated list specifies company data to return

cikstring (csv)query

One or more cik identifier in comma separated list specifies company data to return

asOfstring (YYYY-MM-DD)query

Return results for dates greater than or equal date specified in this parameter

Responses

CodeModelDescription
200 OKFundamentalsEarningRatiosResponse

An object including a response that includes valuationRatio data

Response (200 OK)

{
  "result": [
    {
      "company": {
        "primarySymbol": "string",
        "primaryExchange": "string",
        "cik": "string",
        "valoren": "string",
        "sedol": "string",
        "standardName": "string"
      },
      "earningRatios": [
        {
          "id": {
            "shareClassId": "string",
            "asOf": "string (YYY-MM-DD)",
            "reportType": "string",
            "period": "string",
            "aorOrRestate": "string"
          },
          "fiscalYearEnd": "integer",
          "dilutedEpsGrowth": "number (float)",
          "dilutedConstEpsGrowth": "number (float)",
          "dpsGrowth": "number (float)",
          "equityPerShareGrowth": "number (float)"
        }
      ],
      "symbol": "string",
      "idType": "string",
      "id": "string"
    }
  ],
  "processingTimeMillis": "integer"
}

GET /fundamentals/operationRatios

Returns the operation ratios

Parameters

NameTypeLocationDescription
acceptstring , x ∈ { application/json , application/xml }header

Specifies return format

symbolsstring (csv)query

One or more stock ticker symbol in comma separated list specifies company data to return

isinstring (csv)query

One or more isin identifier in comma separated list specifies company data to return

cikstring (csv)query

One or more cik identifier in comma separated list specifies company data to return

asOfstring (YYYY-MM-DD)query

Return results for dates greater than or equal date specified in this parameter

Responses

CodeModelDescription
200 OKFundamentalsOperationRatiosResponse

An object including a response that includes operationRatio data

Response (200 OK)

{
  "result": [
    {
      "company": {
        "primarySymbol": "string",
        "primaryExchange": "string",
        "cik": "string",
        "valoren": "string",
        "sedol": "string",
        "standardName": "string"
      },
      "operationRatios": {
        "3M": {
          "period": "string",
          "fiscalYearEnd": "string",
          "reportType": "string",
          "assetsTurnover": "number (float)",
          "capExSalesRatio": "number (float)",
          "cashConversionCycle": "number (float)",
          "daysInInventory": "number (float)",
          "daysInPayment": "number (float)",
          "daysInSales": "number (float)",
          "EBITDAMargin": "number (float)",
          "EBITMargin": "number (float)",
          "FCFNetIncomeRatio": "number (float)",
          "FCFSalesRatio": "number (float)",
          "fixAssetTurnover": "number (float)",
          "grossMargin": "number (float)",
          "interestCoverage": "number (float)",
          "netIncomeContOpsGrowth": "number (float)",
          "netIncomeGrowth": "number (float)",
          "netMargin": "number (float)",
          "normalizedNetProfitMargin": "number (float)",
          "operationIncomeGrowth": "number (float)",
          "operationMargin": "number (float)",
          "operationRevenueGrowth3MonthAvg": "number (float)",
          "pretaxMargin": "number (float)",
          "quickRatio": "number (float)",
          "ROA": "number (float)",
          "ROE": "number (float)",
          "ROIC": "number (float)",
          "receivableTurnover": "number (float)",
          "revenueGrowth": "number (float)",
          "salesPerEmployee": "number (float)",
          "taxRate": "number (float)",
          "totalDebtEquityRatio": "number (float)"
        },
        "6M": {
          "period": "string",
          "fiscalYearEnd": "string",
          "reportType": "string",
          "assetsTurnover": "number (float)",
          "capExSalesRatio": "number (float)",
          "cashConversionCycle": "number (float)",
          "daysInInventory": "number (float)",
          "daysInPayment": "number (float)",
          "daysInSales": "number (float)",
          "EBITDAMargin": "number (float)",
          "EBITMargin": "number (float)",
          "FCFNetIncomeRatio": "number (float)",
          "FCFSalesRatio": "number (float)",
          "fixAssetTurnover": "number (float)",
          "grossMargin": "number (float)",
          "interestCoverage": "number (float)",
          "netIncomeContOpsGrowth": "number (float)",
          "netIncomeGrowth": "number (float)",
          "netMargin": "number (float)",
          "normalizedNetProfitMargin": "number (float)",
          "operationIncomeGrowth": "number (float)",
          "operationMargin": "number (float)",
          "operationRevenueGrowth3MonthAvg": "number (float)",
          "pretaxMargin": "number (float)",
          "quickRatio": "number (float)",
          "ROA": "number (float)",
          "ROE": "number (float)",
          "ROIC": "number (float)",
          "receivableTurnover": "number (float)",
          "revenueGrowth": "number (float)",
          "salesPerEmployee": "number (float)",
          "taxRate": "number (float)",
          "totalDebtEquityRatio": "number (float)"
        },
        "9M": {
          "period": "string",
          "fiscalYearEnd": "string",
          "reportType": "string",
          "assetsTurnover": "number (float)",
          "capExSalesRatio": "number (float)",
          "cashConversionCycle": "number (float)",
          "daysInInventory": "number (float)",
          "daysInPayment": "number (float)",
          "daysInSales": "number (float)",
          "EBITDAMargin": "number (float)",
          "EBITMargin": "number (float)",
          "FCFNetIncomeRatio": "number (float)",
          "FCFSalesRatio": "number (float)",
          "fixAssetTurnover": "number (float)",
          "grossMargin": "number (float)",
          "interestCoverage": "number (float)",
          "netIncomeContOpsGrowth": "number (float)",
          "netIncomeGrowth": "number (float)",
          "netMargin": "number (float)",
          "normalizedNetProfitMargin": "number (float)",
          "operationIncomeGrowth": "number (float)",
          "operationMargin": "number (float)",
          "operationRevenueGrowth3MonthAvg": "number (float)",
          "pretaxMargin": "number (float)",
          "quickRatio": "number (float)",
          "ROA": "number (float)",
          "ROE": "number (float)",
          "ROIC": "number (float)",
          "receivableTurnover": "number (float)",
          "revenueGrowth": "number (float)",
          "salesPerEmployee": "number (float)",
          "taxRate": "number (float)",
          "totalDebtEquityRatio": "number (float)"
        },
        "1Y": {
          "period": "string",
          "fiscalYearEnd": "string",
          "reportType": "string",
          "assetsTurnover": "number (float)",
          "capExSalesRatio": "number (float)",
          "cashConversionCycle": "number (float)",
          "daysInInventory": "number (float)",
          "daysInPayment": "number (float)",
          "daysInSales": "number (float)",
          "EBITDAMargin": "number (float)",
          "EBITMargin": "number (float)",
          "FCFNetIncomeRatio": "number (float)",
          "FCFSalesRatio": "number (float)",
          "fixAssetTurnover": "number (float)",
          "grossMargin": "number (float)",
          "interestCoverage": "number (float)",
          "netIncomeContOpsGrowth": "number (float)",
          "netIncomeGrowth": "number (float)",
          "netMargin": "number (float)",
          "normalizedNetProfitMargin": "number (float)",
          "operationIncomeGrowth": "number (float)",
          "operationMargin": "number (float)",
          "operationRevenueGrowth3MonthAvg": "number (float)",
          "pretaxMargin": "number (float)",
          "quickRatio": "number (float)",
          "ROA": "number (float)",
          "ROE": "number (float)",
          "ROIC": "number (float)",
          "receivableTurnover": "number (float)",
          "revenueGrowth": "number (float)",
          "salesPerEmployee": "number (float)",
          "taxRate": "number (float)",
          "totalDebtEquityRatio": "number (float)"
        }
      }
    }
  ]
}

GET /fundamentals/financials

Get the balance sheet and cashflow statement for a company. Although symbols, isin, and cik are technically optional, if no parameters are included with the response, the result will be empty

Parameters

NameTypeLocationDescription
acceptstring , x ∈ { application/json , application/xml }header

Specifies return format

symbolsstring (csv)query

One or more stock ticker symbol in comma separated list specifies company data to return

isinstring (csv)query

One or more isin identifier in comma separated list specifies company data to return

cikstring (csv)query

One or more cik identifier in comma separated list specifies company data to return

asOfstring (YYYY-MM-DD)query

Return results for dates greater than or equal date specified in this parameter

periodstring , x ∈ { 3M , 6M , 9M , 12M , 1Y , ALL (default) , TTM }query

Specifies the time period of the returned results

reportTypestring , x ∈ { TTM , A (default) , R , P }query

TTM, A (as originally reported), R (restated). P (Preliminary anouncements)

Responses

CodeModelDescription
200 OKFundamentalsFinancialsResponse

An object including a response array containing an array of objects containing company data

Response (200 OK)

{
  "result": [
    {
      "company": {
        "primarySymbol": "string",
        "primaryExchange": "string",
        "cik": "string",
        "valoren": "string",
        "sedol": "string",
        "standardName": "string"
      },
      "financials": [
        {
          "asOf": "string",
          "period": "string",
          "reportType": "string",
          "aorOrRestate": "string",
          "balanceSheet": {
            "id": {
              "companyId": "string",
              "asOf": "string",
              "reportType": "string",
              "period": "string",
              "aorOrRestate": "string"
            },
            "fiscalYearEnd": "integer",
            "currencyId": "string",
            "isCalculated": "boolean",
            "periodEndingDate": "string",
            "accountsPayable": "integer",
            "accountsReceivable": "integer",
            "currentAccruedExpences": "integer",
            "accumulateDepreciation": "integer",
            "additionalPaidInCapital": "integer",
            "capitalStock": "integer",
            "cashAndCashEquivalents": "integer",
            "cashCashEquivalentAndMarketableSecurities": "integer",
            "commonStock": "integer",
            "currentAssets": "integer",
            "currentDebtAndCapitalLeaseOblication": "integer",
            "currentLiabilities": "integer",
            "currentCapitalLeaseObligation": "integer",
            "nonCurrentDeferredLiabilities": "integer",
            "currentDeferredLiabilities": "integer",
            "currentDeferredRevenue": "integer",
            "nonCurrentDeferredRevenue": "integer",
            "grossPpe": "integer",
            "inventory": "integer",
            "longTermDebt": "integer"
          }
        }
      ]
    }
  ]
}

Models

FundamentalsResponse: object

PropertyTypeDescription
resultobject[]-
result[].companyobject-
result[].company.primarySymbolstring-
result[].company.primaryExchangestring-
result[].company.cikstring-
result[].company.valorenstring-
result[].company.sedolstring-
result[].company.standardNamestring-
result[].companyProfileobject-
result[].companyProfile.companyStatusstring

Status of company

result[].companyProfile.countryIdstring

Identifier of country the company HQ is based.

result[].companyProfile.fiscalYearEndstring

The Month of the company’s latest fiscal year.

result[].companyProfile.shortNamestring

Abbreviated name of company

result[].companyProfile.standardNamestring

Standard name of company

result[].companyProfile.address1string

Address of company HQ

result[].companyProfile.citystring

City of company HQ

result[].companyProfile.countrystring

Country of company HQ.

result[].companyProfile.faxstring

Fax number of company

result[].companyProfile.homepagestring

Url of company website

result[].companyProfile.phonestring

Phone number of company

result[].companyProfile.postalCodestring

Postal code of company HQ

result[].companyProfile.provincestring

Province of company HQ

result[].companyProfile.legalNamestring

Legal name of company

result[].companyProfile.shortDescriptionstring

Short description of company

result[].companyProfile.longDescriptionstring

Long description of company

result[].shareClassobject-
result[].shareClass.currencystring-
result[].shareClass.ipoDatestring (Unix timestamp)-
result[].shareClass.isDepositaryReciptboolean-
result[].shareClass.isPrimaryboolean-
result[].shareClass.securityTypestring-
result[].shareClass.enterpriseValueinteger-
result[].shareClass.marketCapinteger-
result[].earningsReportsobject-
result[].earningsReports.6Mobject-
result[].earningsReports.6M.periodstring-
result[].earningsReports.6M.asOfstring-
result[].earningsReports.6M.reportTypestring-
result[].earningsReports.6M.currencystring-
result[].earningsReports.6M.fiscalYearEndstring-
result[].earningsReports.6M.basicContinuousOperationsnumber (float)

Basic EPS from Continuing Operations is the earnings from continuing operations reported by the company divided by the weighted average number of common shares outstanding.

result[].earningsReports.6M.continuingAndDiscontinuedBasicEPSnumber (float)

Basic EPS from Continuing Operations plus Basic EPS from Discontinued Operations.

result[].earningsReports.6M.continuingAndDiscontinuedDilutedEPSnumber (double)

Diluted EPS from Continuing Operations plus Diluted EPS from Discontinued Operations.

result[].earningsReports.6M.dilutedAverageSharesinteger (int64)

The shares outstanding used to calculate the diluted EPS, assuming the conversion of all convertible securities and the exercise of warrants or stock options. It is the weighted average diluted share outstanding through the whole accounting period. Note- If Diluted Average Shares are not presented by the firm in the Income Statement and Basic Average Shares are presented, Diluted Average Shares will equal Basic Average Shares. However, if neither value is presented by the firm, Diluted Average Shares will be null.

result[].earningsReports.6M.dilutedContinuousOperationsinteger (int64)

Diluted EPS from Continuing Operations is the earnings from continuing operations divided by the common shares outstanding adjusted for the assumed conversion of all potentially dilutive securities. Securities having a dilutive effect may include convertible debentures, warrants, options, and convertible preferred stock.

result[].earningsReports.6M.dilutedEPSnumber (float)

Diluted EPS is the bottom line net income divided by the common shares outstanding adjusted for the assumed conversion of all potentially dilutive securities. Securities having a dilutive effect may include convertible debentures, warrants, options, and convertible preferred stock. This value will be derived when not reported for the fourth quarter and will be less than or equal to Basic EPS.

result[].earningsReports.6M.dividendPerSharenumber (float)

The amount of dividend that a stockholder will receive for each share of stock held. It can be calculated by taking the total amount of dividends paid and dividing it by the total shares outstanding. Dividend per share = total dividend payment/total number of outstanding shares

result[].earningsReports.6M.basicAverageSharesinteger (int64)

The shares outstanding used to calculate Basic EPS, which is the weighted average common share outstanding through the whole accounting period. If Basic Average Shares are not presented by the firm in the Income Statement, this data point will be null.

result[].earningsReports.3Mobject-
result[].earningsReports.3M.periodstring-
result[].earningsReports.3M.asOfstring-
result[].earningsReports.3M.reportTypestring-
result[].earningsReports.3M.currencystring-
result[].earningsReports.3M.fiscalYearEndstring-
result[].earningsReports.3M.basicContinuousOperationsnumber (float)

Basic EPS from Continuing Operations is the earnings from continuing operations reported by the company divided by the weighted average number of common shares outstanding.

result[].earningsReports.3M.continuingAndDiscontinuedBasicEPSnumber (float)

Basic EPS from Continuing Operations plus Basic EPS from Discontinued Operations.

result[].earningsReports.3M.continuingAndDiscontinuedDilutedEPSnumber (double)

Diluted EPS from Continuing Operations plus Diluted EPS from Discontinued Operations.

result[].earningsReports.3M.dilutedAverageSharesinteger (int64)

The shares outstanding used to calculate the diluted EPS, assuming the conversion of all convertible securities and the exercise of warrants or stock options. It is the weighted average diluted share outstanding through the whole accounting period. Note- If Diluted Average Shares are not presented by the firm in the Income Statement and Basic Average Shares are presented, Diluted Average Shares will equal Basic Average Shares. However, if neither value is presented by the firm, Diluted Average Shares will be null.

result[].earningsReports.3M.dilutedContinuousOperationsinteger (int64)

Diluted EPS from Continuing Operations is the earnings from continuing operations divided by the common shares outstanding adjusted for the assumed conversion of all potentially dilutive securities. Securities having a dilutive effect may include convertible debentures, warrants, options, and convertible preferred stock.

result[].earningsReports.3M.dilutedEPSnumber (float)

Diluted EPS is the bottom line net income divided by the common shares outstanding adjusted for the assumed conversion of all potentially dilutive securities. Securities having a dilutive effect may include convertible debentures, warrants, options, and convertible preferred stock. This value will be derived when not reported for the fourth quarter and will be less than or equal to Basic EPS.

result[].earningsReports.3M.dividendPerSharenumber (float)

The amount of dividend that a stockholder will receive for each share of stock held. It can be calculated by taking the total amount of dividends paid and dividing it by the total shares outstanding. Dividend per share = total dividend payment/total number of outstanding shares

result[].earningsReports.3M.basicAverageSharesinteger (int64)

The shares outstanding used to calculate Basic EPS, which is the weighted average common share outstanding through the whole accounting period. If Basic Average Shares are not presented by the firm in the Income Statement, this data point will be null.

result[].earningsReports.12Mobject-
result[].earningsReports.12M.periodstring-
result[].earningsReports.12M.asOfstring-
result[].earningsReports.12M.reportTypestring-
result[].earningsReports.12M.currencystring-
result[].earningsReports.12M.fiscalYearEndstring-
result[].earningsReports.12M.basicContinuousOperationsnumber (float)

Basic EPS from Continuing Operations is the earnings from continuing operations reported by the company divided by the weighted average number of common shares outstanding.

result[].earningsReports.12M.continuingAndDiscontinuedBasicEPSnumber (float)

Basic EPS from Continuing Operations plus Basic EPS from Discontinued Operations.

result[].earningsReports.12M.continuingAndDiscontinuedDilutedEPSnumber (double)

Diluted EPS from Continuing Operations plus Diluted EPS from Discontinued Operations.

result[].earningsReports.12M.dilutedAverageSharesinteger (int64)

The shares outstanding used to calculate the diluted EPS, assuming the conversion of all convertible securities and the exercise of warrants or stock options. It is the weighted average diluted share outstanding through the whole accounting period. Note- If Diluted Average Shares are not presented by the firm in the Income Statement and Basic Average Shares are presented, Diluted Average Shares will equal Basic Average Shares. However, if neither value is presented by the firm, Diluted Average Shares will be null.

result[].earningsReports.12M.dilutedContinuousOperationsinteger (int64)

Diluted EPS from Continuing Operations is the earnings from continuing operations divided by the common shares outstanding adjusted for the assumed conversion of all potentially dilutive securities. Securities having a dilutive effect may include convertible debentures, warrants, options, and convertible preferred stock.

result[].earningsReports.12M.dilutedEPSnumber (float)

Diluted EPS is the bottom line net income divided by the common shares outstanding adjusted for the assumed conversion of all potentially dilutive securities. Securities having a dilutive effect may include convertible debentures, warrants, options, and convertible preferred stock. This value will be derived when not reported for the fourth quarter and will be less than or equal to Basic EPS.

result[].earningsReports.12M.dividendPerSharenumber (float)

The amount of dividend that a stockholder will receive for each share of stock held. It can be calculated by taking the total amount of dividends paid and dividing it by the total shares outstanding. Dividend per share = total dividend payment/total number of outstanding shares

result[].earningsReports.12M.basicAverageSharesinteger (int64)

The shares outstanding used to calculate Basic EPS, which is the weighted average common share outstanding through the whole accounting period. If Basic Average Shares are not presented by the firm in the Income Statement, this data point will be null.

result[].financialStatementsobject-
result[].financialStatements.6Mobject-
result[].financialStatements.6M.cashFlowStatementobject-
result[].financialStatements.6M.cashFlowStatement.incomeinteger (int64)-
result[].financialStatements.6M.cashFlowStatement.changeInReceivablesinteger (int64)

The increase or decrease between periods of the receivables. Receivables are amounts due to be paid to the company from clients and other.

result[].financialStatements.6M.cashFlowStatement.changesInAccountReceivablesinteger (int64)

The increase or decrease between periods of the accounts receivables.

result[].financialStatements.6M.cashFlowStatement.changeInInventoryinteger (int64)

The increase or decrease between periods of the Inventories. Inventories represent merchandise bought for resale and supplies and raw materials purchased for use in revenue producing operations.

result[].financialStatements.6M.cashFlowStatement.changeInOtherWorkingCapitalinteger (int64)

The increase or decrease between periods of the other working capital.

result[].financialStatements.6M.cashFlowStatement.capitalExpenditureinteger (int64)

Funds used by a company to acquire or upgrade physical assets such as property, industrial buildings or equipment. This type of outlay is made by companies to maintain or increase the scope of their operations. Capital expenditures are generally depreciated or depleted over their useful life, as distinguished from repairs, which are subtracted from the income of the current year.

result[].financialStatements.6M.cashFlowStatement.jcashDividendsPaidinteger (int64)

Payments for the cash dividends declared by an entity to shareholders during the period. This element includes paid and unpaid dividends declared during the period for both common and preferred stock.

result[].financialStatements.6M.cashFlowStatement.freeCashFlowinteger (int64)

Cash Flow Operations plus Capital Expenditures.

result[].financialStatements.6M.cashFlowStatement.financingCashFlowinteger (int64)

The net cash inflow (outflow) from financing activity for the period, which involve changes to the long-term liabilities and stockholders’ equity.

result[].financialStatements.6M.cashFlowStatement.changesInCashinteger (int64)

The net change between the beginning and ending balance of cash and cash equivalents.

result[].financialStatements.6M.asOfstring (YYYYMMDD)-
result[].financialStatements.6M.incomeStatementobject-
result[].financialStatements.6M.incomeStatement.revenueinteger (int64)-
result[].financialStatements.6M.incomeStatement.costOfRevenueinteger (int64)

The aggregate cost of goods produced and sold and services rendered during the reporting period. It excludes all operating expenses such as depreciation, depletion, amortization, and SG&A. For the must have cost industry, if the number is not reported by the company, it will be calculated based on accounting equation. Cost of Revenue = Revenue – Operating Expenses – Operating Profit

result[].financialStatements.6M.incomeStatement.grossProfitinteger (int64)

Total revenue less cost of revenue. The number is as reported by the company on the income statement; however, the number will be calculated if it is not reported. This field is null if the cost of revenue is not given. Gross Profit = Total Revenue – Cost of Revenue.

result[].financialStatements.6M.incomeStatement.researchAndDevelopmentinteger (int64)

The aggregate amount of research and development expenses.

result[].financialStatements.6M.incomeStatement.EBITDAinteger (int64)

Earnings minus expenses (excluding interest, tax, depreciation, and amortization expenses).

result[].financialStatements.6M.incomeStatement.operatingIncomeinteger (int64)

Income from normal business operations after deducting cost of revenue and operating expenses. It does not include income from any investing activities.

result[].financialStatements.6M.incomeStatement.sellingGeneralAndAdministrationinteger (int64)

The aggregate total costs related to selling a firm's product and services, as well as all other general and administrative expenses. Selling expenses are those directly related to the company’s efforts to generate sales (e.g., sales salaries, commissions, advertising, delivery expenses). General and administrative expenses are expenses related to general administration of the company’s operation (e.g., officers and office salaries, office supplies, telephone, accounting and legal services, and business licenses and fees).

result[].financialStatements.6M.incomeStatement.netIncomeContinuousOperationsinteger (int64)

Revenue less expenses and taxes from the entity's ongoing operations and before income (loss) from Preferred Dividends; Extraordinary Gains and Losses; Income from Cumulative Effects of Accounting Change; Discontinuing Operation; Income from Tax Loss Carry forward; Other Gains/Losses.

result[].financialStatements.6M.incomeStatement.otherIncomeExpenseinteger (int64)

Income or expense that comes from miscellaneous sources.

result[].financialStatements.6M.incomeStatement.netIncomeinteger (int64)

The profit or loss of the entity net of income taxes for the reporting period calculated and presented in the income statement in accordance with GAAP.

result[].financialStatements.6M.incomeStatement.netIncomeCommonStockholdersinteger (int64)

Net income minus the preferred dividends paid as presented in the Income Statement.

result[].financialStatements.3Mobject-
result[].financialStatements.3M.cashFlowStatementobject-
result[].financialStatements.3M.cashFlowStatement.incomeinteger (int64)-
result[].financialStatements.3M.cashFlowStatement.changeInReceivablesinteger (int64)

The increase or decrease between periods of the receivables. Receivables are amounts due to be paid to the company from clients and other.

result[].financialStatements.3M.cashFlowStatement.changesInAccountReceivablesinteger (int64)

The increase or decrease between periods of the accounts receivables.

result[].financialStatements.3M.cashFlowStatement.changeInInventoryinteger (int64)

The increase or decrease between periods of the Inventories. Inventories represent merchandise bought for resale and supplies and raw materials purchased for use in revenue producing operations.

result[].financialStatements.3M.cashFlowStatement.changeInOtherWorkingCapitalinteger (int64)

The increase or decrease between periods of the other working capital.

result[].financialStatements.3M.cashFlowStatement.capitalExpenditureinteger (int64)

Funds used by a company to acquire or upgrade physical assets such as property, industrial buildings or equipment. This type of outlay is made by companies to maintain or increase the scope of their operations. Capital expenditures are generally depreciated or depleted over their useful life, as distinguished from repairs, which are subtracted from the income of the current year.

result[].financialStatements.3M.cashFlowStatement.jcashDividendsPaidinteger (int64)

Payments for the cash dividends declared by an entity to shareholders during the period. This element includes paid and unpaid dividends declared during the period for both common and preferred stock.

result[].financialStatements.3M.cashFlowStatement.freeCashFlowinteger (int64)

Cash Flow Operations plus Capital Expenditures.

result[].financialStatements.3M.cashFlowStatement.financingCashFlowinteger (int64)

The net cash inflow (outflow) from financing activity for the period, which involve changes to the long-term liabilities and stockholders’ equity.

result[].financialStatements.3M.cashFlowStatement.changesInCashinteger (int64)

The net change between the beginning and ending balance of cash and cash equivalents.

result[].financialStatements.3M.asOfstring (YYYYMMDD)-
result[].financialStatements.3M.incomeStatementobject-
result[].financialStatements.3M.incomeStatement.revenueinteger (int64)-
result[].financialStatements.3M.incomeStatement.costOfRevenueinteger (int64)

The aggregate cost of goods produced and sold and services rendered during the reporting period. It excludes all operating expenses such as depreciation, depletion, amortization, and SG&A. For the must have cost industry, if the number is not reported by the company, it will be calculated based on accounting equation. Cost of Revenue = Revenue – Operating Expenses – Operating Profit

result[].financialStatements.3M.incomeStatement.grossProfitinteger (int64)

Total revenue less cost of revenue. The number is as reported by the company on the income statement; however, the number will be calculated if it is not reported. This field is null if the cost of revenue is not given. Gross Profit = Total Revenue – Cost of Revenue.

result[].financialStatements.3M.incomeStatement.researchAndDevelopmentinteger (int64)

The aggregate amount of research and development expenses.

result[].financialStatements.3M.incomeStatement.EBITDAinteger (int64)

Earnings minus expenses (excluding interest, tax, depreciation, and amortization expenses).

result[].financialStatements.3M.incomeStatement.operatingIncomeinteger (int64)

Income from normal business operations after deducting cost of revenue and operating expenses. It does not include income from any investing activities.

result[].financialStatements.3M.incomeStatement.sellingGeneralAndAdministrationinteger (int64)

The aggregate total costs related to selling a firm's product and services, as well as all other general and administrative expenses. Selling expenses are those directly related to the company’s efforts to generate sales (e.g., sales salaries, commissions, advertising, delivery expenses). General and administrative expenses are expenses related to general administration of the company’s operation (e.g., officers and office salaries, office supplies, telephone, accounting and legal services, and business licenses and fees).

result[].financialStatements.3M.incomeStatement.netIncomeContinuousOperationsinteger (int64)

Revenue less expenses and taxes from the entity's ongoing operations and before income (loss) from Preferred Dividends; Extraordinary Gains and Losses; Income from Cumulative Effects of Accounting Change; Discontinuing Operation; Income from Tax Loss Carry forward; Other Gains/Losses.

result[].financialStatements.3M.incomeStatement.otherIncomeExpenseinteger (int64)

Income or expense that comes from miscellaneous sources.

result[].financialStatements.3M.incomeStatement.netIncomeinteger (int64)

The profit or loss of the entity net of income taxes for the reporting period calculated and presented in the income statement in accordance with GAAP.

result[].financialStatements.3M.incomeStatement.netIncomeCommonStockholdersinteger (int64)

Net income minus the preferred dividends paid as presented in the Income Statement.

result[].financialStatements.12Mobject-
result[].financialStatements.12M.cashFlowStatementobject-
result[].financialStatements.12M.cashFlowStatement.incomeinteger (int64)-
result[].financialStatements.12M.cashFlowStatement.changeInReceivablesinteger (int64)

The increase or decrease between periods of the receivables. Receivables are amounts due to be paid to the company from clients and other.

result[].financialStatements.12M.cashFlowStatement.changesInAccountReceivablesinteger (int64)

The increase or decrease between periods of the accounts receivables.

result[].financialStatements.12M.cashFlowStatement.changeInInventoryinteger (int64)

The increase or decrease between periods of the Inventories. Inventories represent merchandise bought for resale and supplies and raw materials purchased for use in revenue producing operations.

result[].financialStatements.12M.cashFlowStatement.changeInOtherWorkingCapitalinteger (int64)

The increase or decrease between periods of the other working capital.

result[].financialStatements.12M.cashFlowStatement.capitalExpenditureinteger (int64)

Funds used by a company to acquire or upgrade physical assets such as property, industrial buildings or equipment. This type of outlay is made by companies to maintain or increase the scope of their operations. Capital expenditures are generally depreciated or depleted over their useful life, as distinguished from repairs, which are subtracted from the income of the current year.

result[].financialStatements.12M.cashFlowStatement.jcashDividendsPaidinteger (int64)

Payments for the cash dividends declared by an entity to shareholders during the period. This element includes paid and unpaid dividends declared during the period for both common and preferred stock.

result[].financialStatements.12M.cashFlowStatement.freeCashFlowinteger (int64)

Cash Flow Operations plus Capital Expenditures.

result[].financialStatements.12M.cashFlowStatement.financingCashFlowinteger (int64)

The net cash inflow (outflow) from financing activity for the period, which involve changes to the long-term liabilities and stockholders’ equity.

result[].financialStatements.12M.cashFlowStatement.changesInCashinteger (int64)

The net change between the beginning and ending balance of cash and cash equivalents.

result[].financialStatements.12M.asOfstring (YYYYMMDD)-
result[].financialStatements.12M.incomeStatementobject-
result[].financialStatements.12M.incomeStatement.revenueinteger (int64)-
result[].financialStatements.12M.incomeStatement.costOfRevenueinteger (int64)

The aggregate cost of goods produced and sold and services rendered during the reporting period. It excludes all operating expenses such as depreciation, depletion, amortization, and SG&A. For the must have cost industry, if the number is not reported by the company, it will be calculated based on accounting equation. Cost of Revenue = Revenue – Operating Expenses – Operating Profit

result[].financialStatements.12M.incomeStatement.grossProfitinteger (int64)

Total revenue less cost of revenue. The number is as reported by the company on the income statement; however, the number will be calculated if it is not reported. This field is null if the cost of revenue is not given. Gross Profit = Total Revenue – Cost of Revenue.

result[].financialStatements.12M.incomeStatement.researchAndDevelopmentinteger (int64)

The aggregate amount of research and development expenses.

result[].financialStatements.12M.incomeStatement.EBITDAinteger (int64)

Earnings minus expenses (excluding interest, tax, depreciation, and amortization expenses).

result[].financialStatements.12M.incomeStatement.operatingIncomeinteger (int64)

Income from normal business operations after deducting cost of revenue and operating expenses. It does not include income from any investing activities.

result[].financialStatements.12M.incomeStatement.sellingGeneralAndAdministrationinteger (int64)

The aggregate total costs related to selling a firm's product and services, as well as all other general and administrative expenses. Selling expenses are those directly related to the company’s efforts to generate sales (e.g., sales salaries, commissions, advertising, delivery expenses). General and administrative expenses are expenses related to general administration of the company’s operation (e.g., officers and office salaries, office supplies, telephone, accounting and legal services, and business licenses and fees).

result[].financialStatements.12M.incomeStatement.netIncomeContinuousOperationsinteger (int64)

Revenue less expenses and taxes from the entity's ongoing operations and before income (loss) from Preferred Dividends; Extraordinary Gains and Losses; Income from Cumulative Effects of Accounting Change; Discontinuing Operation; Income from Tax Loss Carry forward; Other Gains/Losses.

result[].financialStatements.12M.incomeStatement.otherIncomeExpenseinteger (int64)

Income or expense that comes from miscellaneous sources.

result[].financialStatements.12M.incomeStatement.netIncomeinteger (int64)

The profit or loss of the entity net of income taxes for the reporting period calculated and presented in the income statement in accordance with GAAP.

result[].financialStatements.12M.incomeStatement.netIncomeCommonStockholdersinteger (int64)

Net income minus the preferred dividends paid as presented in the Income Statement.

result[].valuationRatiosobject-
result[].valuationRatios.bookValuePerSharenumber (float)

Common Shareholder’s Equity / Diluted Shares Outstanding

result[].valuationRatios.bookValueYieldnumber (float)

BookValuePerShare / Price

result[].valuationRatios.CFYieldnumber (float)

CFOPerShare / Price

result[].valuationRatios.cashReturnnumber (float)

Refers to the ratio of free cash flow to enterprise value. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. FCF /Enterprise Value. This number tells you what cash return you would get if you bought the entire company, including its debt. [Note- Enterprise Value = Market Cap + Preferred stock + Long-Term Debt And Capital Lease + Short Term Debt And Capital Lease + Securities Sold But Not Yet Repurchased - Cash, Cash Equivalent And Market Securities - Securities Purchased with Agreement to Resell - Securities Borrowed]

result[].valuationRatios.dividendYieldnumber (float)

Dividends Per Share over the trailing 12 months / Price

result[].valuationRatios.earningYieldnumber (float)

Diluted EPS / Price

result[].valuationRatios.FCFPerSharenumber (float)

Free Cash Flow / Average Diluted Shares Outstanding

result[].valuationRatios.FCFRationumber (float)

1 / FCFYield. If result is negative, then null

result[].valuationRatios.FCFYieldnumber (float)

FCFPerShare / Price

result[].valuationRatios.forwardEarningYieldnumber (float)

Estimated Earnings Per Share / Price Note- a) The “Next” Year’s EPS Estimate is used; For instance, if today’s actual date is March 1, 2009, the “Current” EPS Estimate for MSFT is June 2009, and the “Next” EPS Estimate for MSFT is June 2010; the latter is used. b) The eps estimated data is sourced from a third party.

result[].valuationRatios.forwardPERationumber (float)

1 / ForwardEarningYield. If result is negative, then null

result[].valuationRatios.PBRationumber (float)

1 / BookValueYield. If result is negative, then null

result[].valuationRatios.PCFRationumber (float)

1 / CFYield. If result is negative, then null

result[].valuationRatios.PEGPaybacknumber (float)

The number of years it would take for a company's cumulative earnings to equal the stock's current trading price, assuming that the company continues to increase its annual earnings at the growth rate used to calculate the PEG ratio. [ Log (PG/E + 1) / Log (1 + G) ] - 1 Where P = Price, E = Next Fiscal Year’s Estimated EPS, G = Long-term Average Earning Growth

result[].valuationRatios.PERationumber (float)

1 / Earnings Yield. If result is negative, then null

result[].valuationRatios.PSRationumber (float)

1 / SalesYield. If result is negative, then null

result[].valuationRatios.payoutRationumber (float)

Dividend per share / Diluted earning per share

result[].valuationRatios.salesPerSharenumber (float)

Sales / Average Diluted Shares Outstanding

result[].valuationRatios.salesYieldnumber (float)

SalesPerShare / Price

result[].valuationRatios.sustainableGrowthRatenumber (float)

ROE * (1 – Payout Ratio)

result[].operationRatiosobject

Different periods may be returned for different companies

result[].operationRatios.9Mobject

Some periods might not include all fields

result[].operationRatios.9M.periodstring-
result[].operationRatios.9M.fiscalYearEndstring-
result[].operationRatios.9M.reportTypestring-
result[].operationRatios.9M.assetsTurnovernumber (float)

Revenue / Average Total Assets

result[].operationRatios.9M.capExSalesRationumber (float)

Capital Expenditure / Revenue

result[].operationRatios.9M.cashConversionCyclenumber (float)

Days In Inventory + Days In Sales – Days In Payment

result[].operationRatios.9M.daysInInventorynumber (float)

365 / Inventory turnover

result[].operationRatios.9M.daysInPaymentnumber (float)

365 / Payable turnover

result[].operationRatios.9M.daysInSalesnumber (float)

365 / Receivable Turnover

result[].operationRatios.9M.EBITDAMarginnumber (float)

Refers to the ratio of earnings before interest, taxes and depreciation and amortization to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports EBITDA / Revenue.

result[].operationRatios.9M.EBITMarginnumber (float)

Refers to the ratio of earnings before interest and taxes to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports EBIT / Revenue.

result[].operationRatios.9M.FCFNetIncomeRationumber (float)

Free Cash Flow / Net Income

result[].operationRatios.9M.FCFSalesRationumber (float)

Free Cash flow / Revenue

result[].operationRatios.9M.fixAssetTurnovernumber (float)

Revenue / Average PP&E

result[].operationRatios.9M.grossMarginnumber (float)

Refers to the ratio of gross profit to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. (Revenue – Cost of Goods Sold) / Revenue.

result[].operationRatios.9M.interestCoveragenumber (float)

Ratio used to determine how easily a company can pay their interest expenses on outstanding debt. T

result[].operationRatios.9M.netIncomeContOpsGrowthnumber (float)

The growth in the company’s net income from continuing operations on a percentage basis. Morningstar calculates the growth percentage based on the underlying net income from continuing operations data reported in the Income Statement within the company filings or reports. This figure represents the rate of net income growth for parts of the business that will continue to generate revenue in the future.

result[].operationRatios.9M.netIncomeGrowthnumber (float)

The growth in the company’s net income on a percentage basis. Morningstar calculates the growth percentage based on the underlying net income data reported in the Income Statement within the company filings or reports.

result[].operationRatios.9M.netMarginnumber (float)

Refers to the ratio of net income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Net Income / Revenue.

result[].operationRatios.9M.normalizedNetProfitMarginnumber (float)

Normalized Income / Total Revenue. A measure of profitability of the company calculated by finding Normalized Net Profit as a percentage of Total Revenues.

result[].operationRatios.9M.operationIncomeGrowthnumber (float)

Ratio of growth of operating income.

result[].operationRatios.9M.operationMarginnumber (float)

Refers to the ratio of operating income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Operating Income / Revenue.

result[].operationRatios.9M.operationRevenueGrowth3MonthAvgnumber (float)

The growth in the company’s operating revenue on a percentage basis. Morningstar calculates the growth percentage based on the underlying operating revenue data reported in the Income Statement within the company filings or reports.

result[].operationRatios.9M.pretaxMarginnumber (float)

Refers to the ratio of pretax income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Pretax Income / Revenue.

result[].operationRatios.9M.quickRationumber (float)

Refers to the ratio of liquid assets to Current Liabilities. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports. ( Cash, Cash Equivalents, and ShortTerm Investments + Receivables ) / Current Liabilities.

result[].operationRatios.9M.ROAnumber (float)

Net Income / Average Total Assets

result[].operationRatios.9M.ROEnumber (float)

Net Income / Average Total Common Equity

result[].operationRatios.9M.ROICnumber (float)

Net Income / (Total Equity + Long-term Debt and Capital Lease Obligation + Short-term Debt and Capital Lease Obligation)

result[].operationRatios.9M.receivableTurnovernumber (float)

Revenue / Average Accounts Receivables

result[].operationRatios.9M.revenueGrowthnumber (float)

The growth in the company’s revenue on a percentage basis. Morningstar calculates the growth percentage based on the underlying revenue data reported in the Income Statement within the company filings or reports.

result[].operationRatios.9M.salesPerEmployeenumber (float)

Refers to the ratio of Revenue to Employees. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Revenue / Employee Number.

result[].operationRatios.9M.taxRatenumber (float)

Refers to the ratio of tax provision to pretax income. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Tax Provision / Pretax Income. Valid only when positive pretax income, and positive tax expense (not tax benefit)

result[].operationRatios.9M.totalDebtEquityRationumber (float)

Refers to the ratio of Current Debt and Long Term Debt to Common Equity. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports. (Current Debt And Current Capital Lease Obligation + Long-Term Debt And Long-Term Capital Lease Obligation / Common Equity. Common Equity = Total Shareholder’s Equity – Preferred Stock

result[].operationRatios.6Mobject

Some periods might not include all fields

result[].operationRatios.6M.periodstring-
result[].operationRatios.6M.fiscalYearEndstring-
result[].operationRatios.6M.reportTypestring-
result[].operationRatios.6M.assetsTurnovernumber (float)

Revenue / Average Total Assets

result[].operationRatios.6M.capExSalesRationumber (float)

Capital Expenditure / Revenue

result[].operationRatios.6M.cashConversionCyclenumber (float)

Days In Inventory + Days In Sales – Days In Payment

result[].operationRatios.6M.daysInInventorynumber (float)

365 / Inventory turnover

result[].operationRatios.6M.daysInPaymentnumber (float)

365 / Payable turnover

result[].operationRatios.6M.daysInSalesnumber (float)

365 / Receivable Turnover

result[].operationRatios.6M.EBITDAMarginnumber (float)

Refers to the ratio of earnings before interest, taxes and depreciation and amortization to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports EBITDA / Revenue.

result[].operationRatios.6M.EBITMarginnumber (float)

Refers to the ratio of earnings before interest and taxes to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports EBIT / Revenue.

result[].operationRatios.6M.FCFNetIncomeRationumber (float)

Free Cash Flow / Net Income

result[].operationRatios.6M.FCFSalesRationumber (float)

Free Cash flow / Revenue

result[].operationRatios.6M.fixAssetTurnovernumber (float)

Revenue / Average PP&E

result[].operationRatios.6M.grossMarginnumber (float)

Refers to the ratio of gross profit to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. (Revenue – Cost of Goods Sold) / Revenue.

result[].operationRatios.6M.interestCoveragenumber (float)

Ratio used to determine how easily a company can pay their interest expenses on outstanding debt. T

result[].operationRatios.6M.netIncomeContOpsGrowthnumber (float)

The growth in the company’s net income from continuing operations on a percentage basis. Morningstar calculates the growth percentage based on the underlying net income from continuing operations data reported in the Income Statement within the company filings or reports. This figure represents the rate of net income growth for parts of the business that will continue to generate revenue in the future.

result[].operationRatios.6M.netIncomeGrowthnumber (float)

The growth in the company’s net income on a percentage basis. Morningstar calculates the growth percentage based on the underlying net income data reported in the Income Statement within the company filings or reports.

result[].operationRatios.6M.netMarginnumber (float)

Refers to the ratio of net income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Net Income / Revenue.

result[].operationRatios.6M.normalizedNetProfitMarginnumber (float)

Normalized Income / Total Revenue. A measure of profitability of the company calculated by finding Normalized Net Profit as a percentage of Total Revenues.

result[].operationRatios.6M.operationIncomeGrowthnumber (float)

Ratio of growth of operating income.

result[].operationRatios.6M.operationMarginnumber (float)

Refers to the ratio of operating income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Operating Income / Revenue.

result[].operationRatios.6M.operationRevenueGrowth3MonthAvgnumber (float)

The growth in the company’s operating revenue on a percentage basis. Morningstar calculates the growth percentage based on the underlying operating revenue data reported in the Income Statement within the company filings or reports.

result[].operationRatios.6M.pretaxMarginnumber (float)

Refers to the ratio of pretax income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Pretax Income / Revenue.

result[].operationRatios.6M.quickRationumber (float)

Refers to the ratio of liquid assets to Current Liabilities. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports. ( Cash, Cash Equivalents, and ShortTerm Investments + Receivables ) / Current Liabilities.

result[].operationRatios.6M.ROAnumber (float)

Net Income / Average Total Assets

result[].operationRatios.6M.ROEnumber (float)

Net Income / Average Total Common Equity

result[].operationRatios.6M.ROICnumber (float)

Net Income / (Total Equity + Long-term Debt and Capital Lease Obligation + Short-term Debt and Capital Lease Obligation)

result[].operationRatios.6M.receivableTurnovernumber (float)

Revenue / Average Accounts Receivables

result[].operationRatios.6M.revenueGrowthnumber (float)

The growth in the company’s revenue on a percentage basis. Morningstar calculates the growth percentage based on the underlying revenue data reported in the Income Statement within the company filings or reports.

result[].operationRatios.6M.salesPerEmployeenumber (float)

Refers to the ratio of Revenue to Employees. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Revenue / Employee Number.

result[].operationRatios.6M.taxRatenumber (float)

Refers to the ratio of tax provision to pretax income. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Tax Provision / Pretax Income. Valid only when positive pretax income, and positive tax expense (not tax benefit)

result[].operationRatios.6M.totalDebtEquityRationumber (float)

Refers to the ratio of Current Debt and Long Term Debt to Common Equity. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports. (Current Debt And Current Capital Lease Obligation + Long-Term Debt And Long-Term Capital Lease Obligation / Common Equity. Common Equity = Total Shareholder’s Equity – Preferred Stock

result[].operationRatios.1Yobject

Some periods might not include all fields

result[].operationRatios.1Y.periodstring-
result[].operationRatios.1Y.fiscalYearEndstring-
result[].operationRatios.1Y.reportTypestring-
result[].operationRatios.1Y.assetsTurnovernumber (float)

Revenue / Average Total Assets

result[].operationRatios.1Y.capExSalesRationumber (float)

Capital Expenditure / Revenue

result[].operationRatios.1Y.cashConversionCyclenumber (float)

Days In Inventory + Days In Sales – Days In Payment

result[].operationRatios.1Y.daysInInventorynumber (float)

365 / Inventory turnover

result[].operationRatios.1Y.daysInPaymentnumber (float)

365 / Payable turnover

result[].operationRatios.1Y.daysInSalesnumber (float)

365 / Receivable Turnover

result[].operationRatios.1Y.EBITDAMarginnumber (float)

Refers to the ratio of earnings before interest, taxes and depreciation and amortization to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports EBITDA / Revenue.

result[].operationRatios.1Y.EBITMarginnumber (float)

Refers to the ratio of earnings before interest and taxes to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports EBIT / Revenue.

result[].operationRatios.1Y.FCFNetIncomeRationumber (float)

Free Cash Flow / Net Income

result[].operationRatios.1Y.FCFSalesRationumber (float)

Free Cash flow / Revenue

result[].operationRatios.1Y.fixAssetTurnovernumber (float)

Revenue / Average PP&E

result[].operationRatios.1Y.grossMarginnumber (float)

Refers to the ratio of gross profit to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. (Revenue – Cost of Goods Sold) / Revenue.

result[].operationRatios.1Y.interestCoveragenumber (float)

Ratio used to determine how easily a company can pay their interest expenses on outstanding debt. T

result[].operationRatios.1Y.netIncomeContOpsGrowthnumber (float)

The growth in the company’s net income from continuing operations on a percentage basis. Morningstar calculates the growth percentage based on the underlying net income from continuing operations data reported in the Income Statement within the company filings or reports. This figure represents the rate of net income growth for parts of the business that will continue to generate revenue in the future.

result[].operationRatios.1Y.netIncomeGrowthnumber (float)

The growth in the company’s net income on a percentage basis. Morningstar calculates the growth percentage based on the underlying net income data reported in the Income Statement within the company filings or reports.

result[].operationRatios.1Y.netMarginnumber (float)

Refers to the ratio of net income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Net Income / Revenue.

result[].operationRatios.1Y.normalizedNetProfitMarginnumber (float)

Normalized Income / Total Revenue. A measure of profitability of the company calculated by finding Normalized Net Profit as a percentage of Total Revenues.

result[].operationRatios.1Y.operationIncomeGrowthnumber (float)

Ratio of growth of operating income.

result[].operationRatios.1Y.operationMarginnumber (float)

Refers to the ratio of operating income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Operating Income / Revenue.

result[].operationRatios.1Y.operationRevenueGrowth3MonthAvgnumber (float)

The growth in the company’s operating revenue on a percentage basis. Morningstar calculates the growth percentage based on the underlying operating revenue data reported in the Income Statement within the company filings or reports.

result[].operationRatios.1Y.pretaxMarginnumber (float)

Refers to the ratio of pretax income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Pretax Income / Revenue.

result[].operationRatios.1Y.quickRationumber (float)

Refers to the ratio of liquid assets to Current Liabilities. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports. ( Cash, Cash Equivalents, and ShortTerm Investments + Receivables ) / Current Liabilities.

result[].operationRatios.1Y.ROAnumber (float)

Net Income / Average Total Assets

result[].operationRatios.1Y.ROEnumber (float)

Net Income / Average Total Common Equity

result[].operationRatios.1Y.ROICnumber (float)

Net Income / (Total Equity + Long-term Debt and Capital Lease Obligation + Short-term Debt and Capital Lease Obligation)

result[].operationRatios.1Y.receivableTurnovernumber (float)

Revenue / Average Accounts Receivables

result[].operationRatios.1Y.revenueGrowthnumber (float)

The growth in the company’s revenue on a percentage basis. Morningstar calculates the growth percentage based on the underlying revenue data reported in the Income Statement within the company filings or reports.

result[].operationRatios.1Y.salesPerEmployeenumber (float)

Refers to the ratio of Revenue to Employees. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Revenue / Employee Number.

result[].operationRatios.1Y.taxRatenumber (float)

Refers to the ratio of tax provision to pretax income. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Tax Provision / Pretax Income. Valid only when positive pretax income, and positive tax expense (not tax benefit)

result[].operationRatios.1Y.totalDebtEquityRationumber (float)

Refers to the ratio of Current Debt and Long Term Debt to Common Equity. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports. (Current Debt And Current Capital Lease Obligation + Long-Term Debt And Long-Term Capital Lease Obligation / Common Equity. Common Equity = Total Shareholder’s Equity – Preferred Stock

result[].operationRatios.3Mobject

Some periods might not include all fields

result[].operationRatios.3M.periodstring-
result[].operationRatios.3M.fiscalYearEndstring-
result[].operationRatios.3M.reportTypestring-
result[].operationRatios.3M.assetsTurnovernumber (float)

Revenue / Average Total Assets

result[].operationRatios.3M.capExSalesRationumber (float)

Capital Expenditure / Revenue

result[].operationRatios.3M.cashConversionCyclenumber (float)

Days In Inventory + Days In Sales – Days In Payment

result[].operationRatios.3M.daysInInventorynumber (float)

365 / Inventory turnover

result[].operationRatios.3M.daysInPaymentnumber (float)

365 / Payable turnover

result[].operationRatios.3M.daysInSalesnumber (float)

365 / Receivable Turnover

result[].operationRatios.3M.EBITDAMarginnumber (float)

Refers to the ratio of earnings before interest, taxes and depreciation and amortization to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports EBITDA / Revenue.

result[].operationRatios.3M.EBITMarginnumber (float)

Refers to the ratio of earnings before interest and taxes to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports EBIT / Revenue.

result[].operationRatios.3M.FCFNetIncomeRationumber (float)

Free Cash Flow / Net Income

result[].operationRatios.3M.FCFSalesRationumber (float)

Free Cash flow / Revenue

result[].operationRatios.3M.fixAssetTurnovernumber (float)

Revenue / Average PP&E

result[].operationRatios.3M.grossMarginnumber (float)

Refers to the ratio of gross profit to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. (Revenue – Cost of Goods Sold) / Revenue.

result[].operationRatios.3M.interestCoveragenumber (float)

Ratio used to determine how easily a company can pay their interest expenses on outstanding debt. T

result[].operationRatios.3M.netIncomeContOpsGrowthnumber (float)

The growth in the company’s net income from continuing operations on a percentage basis. Morningstar calculates the growth percentage based on the underlying net income from continuing operations data reported in the Income Statement within the company filings or reports. This figure represents the rate of net income growth for parts of the business that will continue to generate revenue in the future.

result[].operationRatios.3M.netIncomeGrowthnumber (float)

The growth in the company’s net income on a percentage basis. Morningstar calculates the growth percentage based on the underlying net income data reported in the Income Statement within the company filings or reports.

result[].operationRatios.3M.netMarginnumber (float)

Refers to the ratio of net income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Net Income / Revenue.

result[].operationRatios.3M.normalizedNetProfitMarginnumber (float)

Normalized Income / Total Revenue. A measure of profitability of the company calculated by finding Normalized Net Profit as a percentage of Total Revenues.

result[].operationRatios.3M.operationIncomeGrowthnumber (float)

Ratio of growth of operating income.

result[].operationRatios.3M.operationMarginnumber (float)

Refers to the ratio of operating income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Operating Income / Revenue.

result[].operationRatios.3M.operationRevenueGrowth3MonthAvgnumber (float)

The growth in the company’s operating revenue on a percentage basis. Morningstar calculates the growth percentage based on the underlying operating revenue data reported in the Income Statement within the company filings or reports.

result[].operationRatios.3M.pretaxMarginnumber (float)

Refers to the ratio of pretax income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Pretax Income / Revenue.

result[].operationRatios.3M.quickRationumber (float)

Refers to the ratio of liquid assets to Current Liabilities. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports. ( Cash, Cash Equivalents, and ShortTerm Investments + Receivables ) / Current Liabilities.

result[].operationRatios.3M.ROAnumber (float)

Net Income / Average Total Assets

result[].operationRatios.3M.ROEnumber (float)

Net Income / Average Total Common Equity

result[].operationRatios.3M.ROICnumber (float)

Net Income / (Total Equity + Long-term Debt and Capital Lease Obligation + Short-term Debt and Capital Lease Obligation)

result[].operationRatios.3M.receivableTurnovernumber (float)

Revenue / Average Accounts Receivables

result[].operationRatios.3M.revenueGrowthnumber (float)

The growth in the company’s revenue on a percentage basis. Morningstar calculates the growth percentage based on the underlying revenue data reported in the Income Statement within the company filings or reports.

result[].operationRatios.3M.salesPerEmployeenumber (float)

Refers to the ratio of Revenue to Employees. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Revenue / Employee Number.

result[].operationRatios.3M.taxRatenumber (float)

Refers to the ratio of tax provision to pretax income. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Tax Provision / Pretax Income. Valid only when positive pretax income, and positive tax expense (not tax benefit)

result[].operationRatios.3M.totalDebtEquityRationumber (float)

Refers to the ratio of Current Debt and Long Term Debt to Common Equity. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports. (Current Debt And Current Capital Lease Obligation + Long-Term Debt And Long-Term Capital Lease Obligation / Common Equity. Common Equity = Total Shareholder’s Equity – Preferred Stock

result[].alphaBetaobject-
result[].alphaBeta.60Mobject-
result[].alphaBeta.60M.periodstring-
result[].alphaBeta.60M.asOfstring-
result[].alphaBeta.60M.alphanumber (double)-
result[].alphaBeta.60M.betanumber (double)-
result[].alphaBeta.120Mobject-
result[].alphaBeta.120M.periodstring-
result[].alphaBeta.120M.asOfstring-
result[].alphaBeta.120M.alphanumber (double)-
result[].alphaBeta.120M.betanumber (double)-
result[].alphaBeta.36Mobject-
result[].alphaBeta.36M.periodstring-
result[].alphaBeta.36M.asOfstring-
result[].alphaBeta.36M.alphanumber (double)-
result[].alphaBeta.36M.betanumber (double)-
result[].processingTimeMillisinteger-
Structure (JSON)
{
  "result": [
    {
      "company": {
        "primarySymbol": "string",
        "primaryExchange": "string",
        "cik": "string",
        "valoren": "string",
        "sedol": "string",
        "standardName": "string"
      },
      "companyProfile": {
        "companyStatus": "string",
        "countryId": "string",
        "fiscalYearEnd": "string",
        "shortName": "string",
        "standardName": "string",
        "address1": "string",
        "city": "string",
        "country": "string",
        "fax": "string",
        "homepage": "string",
        "phone": "string",
        "postalCode": "string",
        "province": "string",
        "legalName": "string",
        "shortDescription": "string",
        "longDescription": "string"
      },
      "shareClass": {
        "currency": "string",
        "ipoDate": "string (Unix timestamp)",
        "isDepositaryRecipt": "boolean",
        "isPrimary": "boolean",
        "securityType": "string",
        "enterpriseValue": "integer",
        "marketCap": "integer"
      },
      "earningsReports": {
        "6M": {
          "period": "string",
          "asOf": "string",
          "reportType": "string",
          "currency": "string",
          "fiscalYearEnd": "string",
          "basicContinuousOperations": "number (float)",
          "continuingAndDiscontinuedBasicEPS": "number (float)",
          "continuingAndDiscontinuedDilutedEPS": "number (double)",
          "dilutedAverageShares": "integer (int64)",
          "dilutedContinuousOperations": "integer (int64)",
          "dilutedEPS": "number (float)",
          "dividendPerShare": "number (float)",
          "basicAverageShares": "integer (int64)"
        },
        "3M": {
          "period": "string",
          "asOf": "string",
          "reportType": "string",
          "currency": "string",
          "fiscalYearEnd": "string",
          "basicContinuousOperations": "number (float)",
          "continuingAndDiscontinuedBasicEPS": "number (float)",
          "continuingAndDiscontinuedDilutedEPS": "number (double)",
          "dilutedAverageShares": "integer (int64)",
          "dilutedContinuousOperations": "integer (int64)",
          "dilutedEPS": "number (float)",
          "dividendPerShare": "number (float)",
          "basicAverageShares": "integer (int64)"
        },
        "12M": {
          "period": "string",
          "asOf": "string",
          "reportType": "string",
          "currency": "string",
          "fiscalYearEnd": "string",
          "basicContinuousOperations": "number (float)",
          "continuingAndDiscontinuedBasicEPS": "number (float)",
          "continuingAndDiscontinuedDilutedEPS": "number (double)",
          "dilutedAverageShares": "integer (int64)",
          "dilutedContinuousOperations": "integer (int64)",
          "dilutedEPS": "number (float)",
          "dividendPerShare": "number (float)",
          "basicAverageShares": "integer (int64)"
        }
      },
      "financialStatements": {
        "6M": {
          "cashFlowStatement": {
            "income": "integer (int64)",
            "changeInReceivables": "integer (int64)",
            "changesInAccountReceivables": "integer (int64)",
            "changeInInventory": "integer (int64)",
            "changeInOtherWorkingCapital": "integer (int64)",
            "capitalExpenditure": "integer (int64)",
            "jcashDividendsPaid": "integer (int64)",
            "freeCashFlow": "integer (int64)",
            "financingCashFlow": "integer (int64)",
            "changesInCash": "integer (int64)"
          },
          "asOf": "string (YYYYMMDD)",
          "incomeStatement": {
            "revenue": "integer (int64)",
            "costOfRevenue": "integer (int64)",
            "grossProfit": "integer (int64)",
            "researchAndDevelopment": "integer (int64)",
            "EBITDA": "integer (int64)",
            "operatingIncome": "integer (int64)",
            "sellingGeneralAndAdministration": "integer (int64)",
            "netIncomeContinuousOperations": "integer (int64)",
            "otherIncomeExpense": "integer (int64)",
            "netIncome": "integer (int64)",
            "netIncomeCommonStockholders": "integer (int64)"
          }
        },
        "3M": {
          "cashFlowStatement": {
            "income": "integer (int64)",
            "changeInReceivables": "integer (int64)",
            "changesInAccountReceivables": "integer (int64)",
            "changeInInventory": "integer (int64)",
            "changeInOtherWorkingCapital": "integer (int64)",
            "capitalExpenditure": "integer (int64)",
            "jcashDividendsPaid": "integer (int64)",
            "freeCashFlow": "integer (int64)",
            "financingCashFlow": "integer (int64)",
            "changesInCash": "integer (int64)"
          },
          "asOf": "string (YYYYMMDD)",
          "incomeStatement": {
            "revenue": "integer (int64)",
            "costOfRevenue": "integer (int64)",
            "grossProfit": "integer (int64)",
            "researchAndDevelopment": "integer (int64)",
            "EBITDA": "integer (int64)",
            "operatingIncome": "integer (int64)",
            "sellingGeneralAndAdministration": "integer (int64)",
            "netIncomeContinuousOperations": "integer (int64)",
            "otherIncomeExpense": "integer (int64)",
            "netIncome": "integer (int64)",
            "netIncomeCommonStockholders": "integer (int64)"
          }
        },
        "12M": {
          "cashFlowStatement": {
            "income": "integer (int64)",
            "changeInReceivables": "integer (int64)",
            "changesInAccountReceivables": "integer (int64)",
            "changeInInventory": "integer (int64)",
            "changeInOtherWorkingCapital": "integer (int64)",
            "capitalExpenditure": "integer (int64)",
            "jcashDividendsPaid": "integer (int64)",
            "freeCashFlow": "integer (int64)",
            "financingCashFlow": "integer (int64)",
            "changesInCash": "integer (int64)"
          },
          "asOf": "string (YYYYMMDD)",
          "incomeStatement": {
            "revenue": "integer (int64)",
            "costOfRevenue": "integer (int64)",
            "grossProfit": "integer (int64)",
            "researchAndDevelopment": "integer (int64)",
            "EBITDA": "integer (int64)",
            "operatingIncome": "integer (int64)",
            "sellingGeneralAndAdministration": "integer (int64)",
            "netIncomeContinuousOperations": "integer (int64)",
            "otherIncomeExpense": "integer (int64)",
            "netIncome": "integer (int64)",
            "netIncomeCommonStockholders": "integer (int64)"
          }
        }
      },
      "valuationRatios": {
        "bookValuePerShare": "number (float)",
        "bookValueYield": "number (float)",
        "CFYield": "number (float)",
        "cashReturn": "number (float)",
        "dividendYield": "number (float)",
        "earningYield": "number (float)",
        "FCFPerShare": "number (float)",
        "FCFRatio": "number (float)",
        "FCFYield": "number (float)",
        "forwardEarningYield": "number (float)",
        "forwardPERatio": "number (float)",
        "PBRatio": "number (float)",
        "PCFRatio": "number (float)",
        "PEGPayback": "number (float)",
        "PERatio": "number (float)",
        "PSRatio": "number (float)",
        "payoutRatio": "number (float)",
        "salesPerShare": "number (float)",
        "salesYield": "number (float)",
        "sustainableGrowthRate": "number (float)"
      },
      "operationRatios": {
        "9M": {
          "period": "string",
          "fiscalYearEnd": "string",
          "reportType": "string",
          "assetsTurnover": "number (float)",
          "capExSalesRatio": "number (float)",
          "cashConversionCycle": "number (float)",
          "daysInInventory": "number (float)",
          "daysInPayment": "number (float)",
          "daysInSales": "number (float)",
          "EBITDAMargin": "number (float)",
          "EBITMargin": "number (float)",
          "FCFNetIncomeRatio": "number (float)",
          "FCFSalesRatio": "number (float)",
          "fixAssetTurnover": "number (float)",
          "grossMargin": "number (float)",
          "interestCoverage": "number (float)",
          "netIncomeContOpsGrowth": "number (float)",
          "netIncomeGrowth": "number (float)",
          "netMargin": "number (float)",
          "normalizedNetProfitMargin": "number (float)",
          "operationIncomeGrowth": "number (float)",
          "operationMargin": "number (float)",
          "operationRevenueGrowth3MonthAvg": "number (float)",
          "pretaxMargin": "number (float)",
          "quickRatio": "number (float)",
          "ROA": "number (float)",
          "ROE": "number (float)",
          "ROIC": "number (float)",
          "receivableTurnover": "number (float)",
          "revenueGrowth": "number (float)",
          "salesPerEmployee": "number (float)",
          "taxRate": "number (float)",
          "totalDebtEquityRatio": "number (float)"
        },
        "6M": {
          "period": "string",
          "fiscalYearEnd": "string",
          "reportType": "string",
          "assetsTurnover": "number (float)",
          "capExSalesRatio": "number (float)",
          "cashConversionCycle": "number (float)",
          "daysInInventory": "number (float)",
          "daysInPayment": "number (float)",
          "daysInSales": "number (float)",
          "EBITDAMargin": "number (float)",
          "EBITMargin": "number (float)",
          "FCFNetIncomeRatio": "number (float)",
          "FCFSalesRatio": "number (float)",
          "fixAssetTurnover": "number (float)",
          "grossMargin": "number (float)",
          "interestCoverage": "number (float)",
          "netIncomeContOpsGrowth": "number (float)",
          "netIncomeGrowth": "number (float)",
          "netMargin": "number (float)",
          "normalizedNetProfitMargin": "number (float)",
          "operationIncomeGrowth": "number (float)",
          "operationMargin": "number (float)",
          "operationRevenueGrowth3MonthAvg": "number (float)",
          "pretaxMargin": "number (float)",
          "quickRatio": "number (float)",
          "ROA": "number (float)",
          "ROE": "number (float)",
          "ROIC": "number (float)",
          "receivableTurnover": "number (float)",
          "revenueGrowth": "number (float)",
          "salesPerEmployee": "number (float)",
          "taxRate": "number (float)",
          "totalDebtEquityRatio": "number (float)"
        },
        "1Y": {
          "period": "string",
          "fiscalYearEnd": "string",
          "reportType": "string",
          "assetsTurnover": "number (float)",
          "capExSalesRatio": "number (float)",
          "cashConversionCycle": "number (float)",
          "daysInInventory": "number (float)",
          "daysInPayment": "number (float)",
          "daysInSales": "number (float)",
          "EBITDAMargin": "number (float)",
          "EBITMargin": "number (float)",
          "FCFNetIncomeRatio": "number (float)",
          "FCFSalesRatio": "number (float)",
          "fixAssetTurnover": "number (float)",
          "grossMargin": "number (float)",
          "interestCoverage": "number (float)",
          "netIncomeContOpsGrowth": "number (float)",
          "netIncomeGrowth": "number (float)",
          "netMargin": "number (float)",
          "normalizedNetProfitMargin": "number (float)",
          "operationIncomeGrowth": "number (float)",
          "operationMargin": "number (float)",
          "operationRevenueGrowth3MonthAvg": "number (float)",
          "pretaxMargin": "number (float)",
          "quickRatio": "number (float)",
          "ROA": "number (float)",
          "ROE": "number (float)",
          "ROIC": "number (float)",
          "receivableTurnover": "number (float)",
          "revenueGrowth": "number (float)",
          "salesPerEmployee": "number (float)",
          "taxRate": "number (float)",
          "totalDebtEquityRatio": "number (float)"
        },
        "3M": {
          "period": "string",
          "fiscalYearEnd": "string",
          "reportType": "string",
          "assetsTurnover": "number (float)",
          "capExSalesRatio": "number (float)",
          "cashConversionCycle": "number (float)",
          "daysInInventory": "number (float)",
          "daysInPayment": "number (float)",
          "daysInSales": "number (float)",
          "EBITDAMargin": "number (float)",
          "EBITMargin": "number (float)",
          "FCFNetIncomeRatio": "number (float)",
          "FCFSalesRatio": "number (float)",
          "fixAssetTurnover": "number (float)",
          "grossMargin": "number (float)",
          "interestCoverage": "number (float)",
          "netIncomeContOpsGrowth": "number (float)",
          "netIncomeGrowth": "number (float)",
          "netMargin": "number (float)",
          "normalizedNetProfitMargin": "number (float)",
          "operationIncomeGrowth": "number (float)",
          "operationMargin": "number (float)",
          "operationRevenueGrowth3MonthAvg": "number (float)",
          "pretaxMargin": "number (float)",
          "quickRatio": "number (float)",
          "ROA": "number (float)",
          "ROE": "number (float)",
          "ROIC": "number (float)",
          "receivableTurnover": "number (float)",
          "revenueGrowth": "number (float)",
          "salesPerEmployee": "number (float)",
          "taxRate": "number (float)",
          "totalDebtEquityRatio": "number (float)"
        }
      },
      "alphaBeta": {
        "60M": {
          "period": "string",
          "asOf": "string",
          "alpha": "number (double)",
          "beta": "number (double)"
        },
        "120M": {
          "period": "string",
          "asOf": "string",
          "alpha": "number (double)",
          "beta": "number (double)"
        },
        "36M": {
          "period": "string",
          "asOf": "string",
          "alpha": "number (double)",
          "beta": "number (double)"
        }
      },
      "processingTimeMillis": "integer"
    }
  ]
}

FundamentalsEarningRatiosResponse: object

PropertyTypeDescription
resultobject[]-
processingTimeMillisinteger-
Structure (JSON)
{
  "result": [
    {
      "company": {
        "primarySymbol": "string",
        "primaryExchange": "string",
        "cik": "string",
        "valoren": "string",
        "sedol": "string",
        "standardName": "string"
      },
      "earningRatios": [
        {
          "id": {
            "shareClassId": "string",
            "asOf": "string (YYY-MM-DD)",
            "reportType": "string",
            "period": "string",
            "aorOrRestate": "string"
          },
          "fiscalYearEnd": "integer",
          "dilutedEpsGrowth": "number (float)",
          "dilutedConstEpsGrowth": "number (float)",
          "dpsGrowth": "number (float)",
          "equityPerShareGrowth": "number (float)"
        }
      ],
      "symbol": "string",
      "idType": "string",
      "id": "string"
    }
  ],
  "processingTimeMillis": "integer"
}

EarningRatiosObj: object

PropertyTypeDescription
result[].companyobject-
result[].company.primarySymbolstring-
result[].company.primaryExchangestring-
result[].company.cikstring-
result[].company.valorenstring-
result[].company.sedolstring-
result[].company.standardNamestring-
earningRatiosobject[]-
earningRatios[].idobject-
earningRatios[].id.shareClassIdstring-
earningRatios[].id.asOfstring (YYY-MM-DD)-
earningRatios[].id.reportTypestring-
earningRatios[].id.periodstring-
earningRatios[].id.aorOrRestatestring-
earningRatios[].fiscalYearEndinteger-
earningRatios[].dilutedEpsGrowthnumber (float)

The growth in the company’s diluted earnings per share (EPS) on a percentage basis. Morningstar calculates the annualized growth percentage based on the underlying diluted EPS reported in the Income Statement within the company filings or reports.

earningRatios[].dilutedConstEpsGrowthnumber (float)

The growth in the company’s diluted EPS from continuing operations on a percentage basis. Morningstar calculates the annualized growth percentage based on the underlying diluted EPS from continuing operations reported in the Income Statement within the company filings or reports.

earningRatios[].dpsGrowthnumber (float)

The growth in the company’s dividends per share (DPS) on a percentage basis. Morningstar calculates the annualized growth percentage based on the underlying DPS from its dividend database. Morningstar collects its DPS from company filings and reports, as well as from third party sources.

earningRatios[].equityPerShareGrowthnumber (float)

The growth in the company’s book value per share on a percentage basis. Morningstar calculates the annualized growth percentage based on the underlying equity and end of period shares outstanding reported in the company filings or reports.

symbolstring-
idTypestring-
idstring-
Structure (JSON)
{
  "company": {
    "primarySymbol": "string",
    "primaryExchange": "string",
    "cik": "string",
    "valoren": "string",
    "sedol": "string",
    "standardName": "string"
  },
  "earningRatios": [
    {
      "id": {
        "shareClassId": "string",
        "asOf": "string (YYY-MM-DD)",
        "reportType": "string",
        "period": "string",
        "aorOrRestate": "string"
      },
      "fiscalYearEnd": "integer",
      "dilutedEpsGrowth": "number (float)",
      "dilutedConstEpsGrowth": "number (float)",
      "dpsGrowth": "number (float)",
      "equityPerShareGrowth": "number (float)"
    }
  ],
  "symbol": "string",
  "idType": "string",
  "id": "string"
}

FundamentalsValuationRatiosResponse: object

PropertyTypeDescription
resultobject[]-
Structure (JSON)
{
  "result": [
    {
      "valuationRatios": [
        {
          "id": {
            "shareClassId": "string",
            "date": "string (YYYY-MM-DD)"
          },
          "payoutRatio": "number (float)",
          "sustainableGrowthRate": "number (float)",
          "cashReturn": "number (float)",
          "salesPerShare": "number (float)",
          "bookValuePerShare": "number (float)",
          "cfoPerShare": "number (float)",
          "fcfPerShare": "number (float)",
          "earningYield": "number (float)",
          "peRatio": "number (float)",
          "salesYield": "number (float)",
          "psRatio": "number (float)",
          "bookValueYield": "number (float)",
          "pbRatio": "number (float)",
          "cfYield": "number (float)",
          "pcfRatio": "number (float)",
          "fcfYield": "number (float)",
          "fcfRatio": "number (float)",
          "trailingDividendYield": "number (float)",
          "forwardDividendYield": "number (float)",
          "forwardEarningYield": "number (float)",
          "forwardPeRatio": "number (float)",
          "pegRatio": "number (float)",
          "pegPayback": "number (float)",
          "tangibleBookValuePerShare": "number (float)",
          "tangibleBvPerShare3YrAvg": "number (float)",
          "tangibleBvPerShare5YrAvg": "number (float)",
          "forwardDividend": "number (float)",
          "workingCapitalPerShare": "number (float)",
          "workingCapitalPerShare3YrAvg": "number (float)",
          "workingCapitalPerShare5YrAvg": "number (float)",
          "evToEbitda": "number (float)",
          "buyBackYield": "number (float)",
          "totalYield": "number (float)",
          "ratioPe5YearAverage": "number (float)",
          "priceChange1M": "number (float)",
          "normalizedPeRatio": "number (float)",
          "pricetoEbitda": "number (float)"
        }
      ]
    }
  ]
}

ValuationRatiosObj: object

PropertyTypeDescription
valuationRatiosobject[]-
Structure (JSON)
{
  "valuationRatios": [
    {
      "id": {
        "shareClassId": "string",
        "date": "string (YYYY-MM-DD)"
      },
      "payoutRatio": "number (float)",
      "sustainableGrowthRate": "number (float)",
      "cashReturn": "number (float)",
      "salesPerShare": "number (float)",
      "bookValuePerShare": "number (float)",
      "cfoPerShare": "number (float)",
      "fcfPerShare": "number (float)",
      "earningYield": "number (float)",
      "peRatio": "number (float)",
      "salesYield": "number (float)",
      "psRatio": "number (float)",
      "bookValueYield": "number (float)",
      "pbRatio": "number (float)",
      "cfYield": "number (float)",
      "pcfRatio": "number (float)",
      "fcfYield": "number (float)",
      "fcfRatio": "number (float)",
      "trailingDividendYield": "number (float)",
      "forwardDividendYield": "number (float)",
      "forwardEarningYield": "number (float)",
      "forwardPeRatio": "number (float)",
      "pegRatio": "number (float)",
      "pegPayback": "number (float)",
      "tangibleBookValuePerShare": "number (float)",
      "tangibleBvPerShare3YrAvg": "number (float)",
      "tangibleBvPerShare5YrAvg": "number (float)",
      "forwardDividend": "number (float)",
      "workingCapitalPerShare": "number (float)",
      "workingCapitalPerShare3YrAvg": "number (float)",
      "workingCapitalPerShare5YrAvg": "number (float)",
      "evToEbitda": "number (float)",
      "buyBackYield": "number (float)",
      "totalYield": "number (float)",
      "ratioPe5YearAverage": "number (float)",
      "priceChange1M": "number (float)",
      "normalizedPeRatio": "number (float)",
      "pricetoEbitda": "number (float)"
    }
  ]
}

ValuationRatio: object

PropertyTypeDescription
idobject-
id.shareClassIdstring-
id.datestring (YYYY-MM-DD)-
payoutRationumber (float)

Dividend per share / Diluted earning per share

sustainableGrowthRatenumber (float)

ROE * (1 – Payout Ratio)

cashReturnnumber (float)

Refers to the ratio of free cash flow to enterprise value. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports- FCF /Enterprise Value.

salesPerSharenumber (float)

Sales / Average Diluted Shares Outstanding

bookValuePerSharenumber (float)

Common Shareholder’s Equity / Diluted Shares Outstanding

cfoPerSharenumber (float)

Cash Flow from Operations / Average Diluted Shares Outstanding

fcfPerSharenumber (float)

Free Cash Flow / Average Diluted Shares Outstanding

earningYieldnumber (float)

Diluted EPS / Price

peRationumber (float)

1 / Earnings Yield. If result is negative, then null

salesYieldnumber (float)

SalesPerShare / Price

psRationumber (float)

1 / SalesYield. If result is negative, then null

bookValueYieldnumber (float)

BookValuePerShare / Price

pbRationumber (float)

1 / BookValueYield. If result is negative, then null

cfYieldnumber (float)

CFOPerShare / Price

pcfRationumber (float)

1 / CFYield If result is negative, then null

fcfYieldnumber (float)

FCFPerShare / Price

fcfRationumber (float)

1 / FCFYield If result is negative, then null

trailingDividendYieldnumber (float)

The opposite of forward divident yield

forwardDividendYieldnumber (float)

(Current Dividend Per Share * Payout Frequency) / Price

forwardEarningYieldnumber (float)

Estimated Earnings Per Share / Price. Note- The “Next” Year’s EPS Estimate is used; For instance, if today’s actual date is March 1, 2009, the “Current” EPS Estimate for MSFT is June 2009, and the “Next” EPS Estimate for MSFT is June 2010; the latter is used. The eps estimated data is sourced from a third party.

forwardPeRationumber (float)

1 / ForwardEarningYield If result is negative, then null

pegRationumber (float)

ForwardPERatio / Long-term Average Earning Growth Rate

pegPaybacknumber (float)

The number of years it would take for a company's cumulative earnings to equal the stock's current trading price, assuming that the company continues to increase its annual earnings at the growth rate used to calculate the PEG ratio.

tangibleBookValuePerSharenumber (float)

The company’s total book value less the value of any intangible assets dividend by number of shares.

tangibleBvPerShare3YrAvgnumber (float)

The three year average for tangible book value per share.

tangibleBvPerShare5YrAvgnumber (float)

The five year average for tangible book value per share.

forwardDividendnumber (float)

Estimation of a year's dividend expressed as a percentage of current stock price.

workingCapitalPerSharenumber (float)

(Current Assets – Current Liabilities)/number of shares

workingCapitalPerShare3YrAvgnumber (float)

The three year average for working capital per share.

workingCapitalPerShare5YrAvgnumber (float)

The five year average for working capital per share.

evToEbitdanumber (float)

A financial ratio that measures a company's return on investment (ROI).

buyBackYieldnumber (float)

Ratio of outstanding shares that reduces the number of its shares on the open market.

totalYieldnumber (float)

Ratio of dividend yield plus the net share buyback percentage.

ratioPe5YearAveragenumber (float)

Average ratio of price to earnings yield over five years.

priceChange1Mnumber (float)

Change in price

normalizedPeRationumber (float)

Smoothed ratio of price to earnings using a formula that normalizes the volatility.

pricetoEbitdanumber (float)

Ratio of stock price to per share Earnings Before Interest, Taxes, Depreciation and Amortization.

Structure (JSON)
{
  "id": {
    "shareClassId": "string",
    "date": "string (YYYY-MM-DD)"
  },
  "payoutRatio": "number (float)",
  "sustainableGrowthRate": "number (float)",
  "cashReturn": "number (float)",
  "salesPerShare": "number (float)",
  "bookValuePerShare": "number (float)",
  "cfoPerShare": "number (float)",
  "fcfPerShare": "number (float)",
  "earningYield": "number (float)",
  "peRatio": "number (float)",
  "salesYield": "number (float)",
  "psRatio": "number (float)",
  "bookValueYield": "number (float)",
  "pbRatio": "number (float)",
  "cfYield": "number (float)",
  "pcfRatio": "number (float)",
  "fcfYield": "number (float)",
  "fcfRatio": "number (float)",
  "trailingDividendYield": "number (float)",
  "forwardDividendYield": "number (float)",
  "forwardEarningYield": "number (float)",
  "forwardPeRatio": "number (float)",
  "pegRatio": "number (float)",
  "pegPayback": "number (float)",
  "tangibleBookValuePerShare": "number (float)",
  "tangibleBvPerShare3YrAvg": "number (float)",
  "tangibleBvPerShare5YrAvg": "number (float)",
  "forwardDividend": "number (float)",
  "workingCapitalPerShare": "number (float)",
  "workingCapitalPerShare3YrAvg": "number (float)",
  "workingCapitalPerShare5YrAvg": "number (float)",
  "evToEbitda": "number (float)",
  "buyBackYield": "number (float)",
  "totalYield": "number (float)",
  "ratioPe5YearAverage": "number (float)",
  "priceChange1M": "number (float)",
  "normalizedPeRatio": "number (float)",
  "pricetoEbitda": "number (float)"
}

FundamentalsOperationRatiosResponse: object

PropertyTypeDescription
resultobject[]-
Structure (JSON)
{
  "result": [
    {
      "company": {
        "primarySymbol": "string",
        "primaryExchange": "string",
        "cik": "string",
        "valoren": "string",
        "sedol": "string",
        "standardName": "string"
      },
      "operationRatios": {
        "3M": {
          "period": "string",
          "fiscalYearEnd": "string",
          "reportType": "string",
          "assetsTurnover": "number (float)",
          "capExSalesRatio": "number (float)",
          "cashConversionCycle": "number (float)",
          "daysInInventory": "number (float)",
          "daysInPayment": "number (float)",
          "daysInSales": "number (float)",
          "EBITDAMargin": "number (float)",
          "EBITMargin": "number (float)",
          "FCFNetIncomeRatio": "number (float)",
          "FCFSalesRatio": "number (float)",
          "fixAssetTurnover": "number (float)",
          "grossMargin": "number (float)",
          "interestCoverage": "number (float)",
          "netIncomeContOpsGrowth": "number (float)",
          "netIncomeGrowth": "number (float)",
          "netMargin": "number (float)",
          "normalizedNetProfitMargin": "number (float)",
          "operationIncomeGrowth": "number (float)",
          "operationMargin": "number (float)",
          "operationRevenueGrowth3MonthAvg": "number (float)",
          "pretaxMargin": "number (float)",
          "quickRatio": "number (float)",
          "ROA": "number (float)",
          "ROE": "number (float)",
          "ROIC": "number (float)",
          "receivableTurnover": "number (float)",
          "revenueGrowth": "number (float)",
          "salesPerEmployee": "number (float)",
          "taxRate": "number (float)",
          "totalDebtEquityRatio": "number (float)"
        },
        "6M": {
          "period": "string",
          "fiscalYearEnd": "string",
          "reportType": "string",
          "assetsTurnover": "number (float)",
          "capExSalesRatio": "number (float)",
          "cashConversionCycle": "number (float)",
          "daysInInventory": "number (float)",
          "daysInPayment": "number (float)",
          "daysInSales": "number (float)",
          "EBITDAMargin": "number (float)",
          "EBITMargin": "number (float)",
          "FCFNetIncomeRatio": "number (float)",
          "FCFSalesRatio": "number (float)",
          "fixAssetTurnover": "number (float)",
          "grossMargin": "number (float)",
          "interestCoverage": "number (float)",
          "netIncomeContOpsGrowth": "number (float)",
          "netIncomeGrowth": "number (float)",
          "netMargin": "number (float)",
          "normalizedNetProfitMargin": "number (float)",
          "operationIncomeGrowth": "number (float)",
          "operationMargin": "number (float)",
          "operationRevenueGrowth3MonthAvg": "number (float)",
          "pretaxMargin": "number (float)",
          "quickRatio": "number (float)",
          "ROA": "number (float)",
          "ROE": "number (float)",
          "ROIC": "number (float)",
          "receivableTurnover": "number (float)",
          "revenueGrowth": "number (float)",
          "salesPerEmployee": "number (float)",
          "taxRate": "number (float)",
          "totalDebtEquityRatio": "number (float)"
        },
        "9M": {
          "period": "string",
          "fiscalYearEnd": "string",
          "reportType": "string",
          "assetsTurnover": "number (float)",
          "capExSalesRatio": "number (float)",
          "cashConversionCycle": "number (float)",
          "daysInInventory": "number (float)",
          "daysInPayment": "number (float)",
          "daysInSales": "number (float)",
          "EBITDAMargin": "number (float)",
          "EBITMargin": "number (float)",
          "FCFNetIncomeRatio": "number (float)",
          "FCFSalesRatio": "number (float)",
          "fixAssetTurnover": "number (float)",
          "grossMargin": "number (float)",
          "interestCoverage": "number (float)",
          "netIncomeContOpsGrowth": "number (float)",
          "netIncomeGrowth": "number (float)",
          "netMargin": "number (float)",
          "normalizedNetProfitMargin": "number (float)",
          "operationIncomeGrowth": "number (float)",
          "operationMargin": "number (float)",
          "operationRevenueGrowth3MonthAvg": "number (float)",
          "pretaxMargin": "number (float)",
          "quickRatio": "number (float)",
          "ROA": "number (float)",
          "ROE": "number (float)",
          "ROIC": "number (float)",
          "receivableTurnover": "number (float)",
          "revenueGrowth": "number (float)",
          "salesPerEmployee": "number (float)",
          "taxRate": "number (float)",
          "totalDebtEquityRatio": "number (float)"
        },
        "1Y": {
          "period": "string",
          "fiscalYearEnd": "string",
          "reportType": "string",
          "assetsTurnover": "number (float)",
          "capExSalesRatio": "number (float)",
          "cashConversionCycle": "number (float)",
          "daysInInventory": "number (float)",
          "daysInPayment": "number (float)",
          "daysInSales": "number (float)",
          "EBITDAMargin": "number (float)",
          "EBITMargin": "number (float)",
          "FCFNetIncomeRatio": "number (float)",
          "FCFSalesRatio": "number (float)",
          "fixAssetTurnover": "number (float)",
          "grossMargin": "number (float)",
          "interestCoverage": "number (float)",
          "netIncomeContOpsGrowth": "number (float)",
          "netIncomeGrowth": "number (float)",
          "netMargin": "number (float)",
          "normalizedNetProfitMargin": "number (float)",
          "operationIncomeGrowth": "number (float)",
          "operationMargin": "number (float)",
          "operationRevenueGrowth3MonthAvg": "number (float)",
          "pretaxMargin": "number (float)",
          "quickRatio": "number (float)",
          "ROA": "number (float)",
          "ROE": "number (float)",
          "ROIC": "number (float)",
          "receivableTurnover": "number (float)",
          "revenueGrowth": "number (float)",
          "salesPerEmployee": "number (float)",
          "taxRate": "number (float)",
          "totalDebtEquityRatio": "number (float)"
        }
      }
    }
  ]
}

OperationRatiosObj: object

PropertyTypeDescription
result[].companyobject-
result[].company.primarySymbolstring-
result[].company.primaryExchangestring-
result[].company.cikstring-
result[].company.valorenstring-
result[].company.sedolstring-
result[].company.standardNamestring-
operationRatiosobject-
operationRatios.3Mobject

Some periods might not include all fields

operationRatios.3M.periodstring-
operationRatios.3M.fiscalYearEndstring-
operationRatios.3M.reportTypestring-
operationRatios.3M.assetsTurnovernumber (float)

Revenue / Average Total Assets

operationRatios.3M.capExSalesRationumber (float)

Capital Expenditure / Revenue

operationRatios.3M.cashConversionCyclenumber (float)

Days In Inventory + Days In Sales – Days In Payment

operationRatios.3M.daysInInventorynumber (float)

365 / Inventory turnover

operationRatios.3M.daysInPaymentnumber (float)

365 / Payable turnover

operationRatios.3M.daysInSalesnumber (float)

365 / Receivable Turnover

operationRatios.3M.EBITDAMarginnumber (float)

Refers to the ratio of earnings before interest, taxes and depreciation and amortization to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports EBITDA / Revenue.

operationRatios.3M.EBITMarginnumber (float)

Refers to the ratio of earnings before interest and taxes to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports EBIT / Revenue.

operationRatios.3M.FCFNetIncomeRationumber (float)

Free Cash Flow / Net Income

operationRatios.3M.FCFSalesRationumber (float)

Free Cash flow / Revenue

operationRatios.3M.fixAssetTurnovernumber (float)

Revenue / Average PP&E

operationRatios.3M.grossMarginnumber (float)

Refers to the ratio of gross profit to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. (Revenue – Cost of Goods Sold) / Revenue.

operationRatios.3M.interestCoveragenumber (float)

Ratio used to determine how easily a company can pay their interest expenses on outstanding debt. T

operationRatios.3M.netIncomeContOpsGrowthnumber (float)

The growth in the company’s net income from continuing operations on a percentage basis. Morningstar calculates the growth percentage based on the underlying net income from continuing operations data reported in the Income Statement within the company filings or reports. This figure represents the rate of net income growth for parts of the business that will continue to generate revenue in the future.

operationRatios.3M.netIncomeGrowthnumber (float)

The growth in the company’s net income on a percentage basis. Morningstar calculates the growth percentage based on the underlying net income data reported in the Income Statement within the company filings or reports.

operationRatios.3M.netMarginnumber (float)

Refers to the ratio of net income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Net Income / Revenue.

operationRatios.3M.normalizedNetProfitMarginnumber (float)

Normalized Income / Total Revenue. A measure of profitability of the company calculated by finding Normalized Net Profit as a percentage of Total Revenues.

operationRatios.3M.operationIncomeGrowthnumber (float)

Ratio of growth of operating income.

operationRatios.3M.operationMarginnumber (float)

Refers to the ratio of operating income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Operating Income / Revenue.

operationRatios.3M.operationRevenueGrowth3MonthAvgnumber (float)

The growth in the company’s operating revenue on a percentage basis. Morningstar calculates the growth percentage based on the underlying operating revenue data reported in the Income Statement within the company filings or reports.

operationRatios.3M.pretaxMarginnumber (float)

Refers to the ratio of pretax income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Pretax Income / Revenue.

operationRatios.3M.quickRationumber (float)

Refers to the ratio of liquid assets to Current Liabilities. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports. ( Cash, Cash Equivalents, and ShortTerm Investments + Receivables ) / Current Liabilities.

operationRatios.3M.ROAnumber (float)

Net Income / Average Total Assets

operationRatios.3M.ROEnumber (float)

Net Income / Average Total Common Equity

operationRatios.3M.ROICnumber (float)

Net Income / (Total Equity + Long-term Debt and Capital Lease Obligation + Short-term Debt and Capital Lease Obligation)

operationRatios.3M.receivableTurnovernumber (float)

Revenue / Average Accounts Receivables

operationRatios.3M.revenueGrowthnumber (float)

The growth in the company’s revenue on a percentage basis. Morningstar calculates the growth percentage based on the underlying revenue data reported in the Income Statement within the company filings or reports.

operationRatios.3M.salesPerEmployeenumber (float)

Refers to the ratio of Revenue to Employees. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Revenue / Employee Number.

operationRatios.3M.taxRatenumber (float)

Refers to the ratio of tax provision to pretax income. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Tax Provision / Pretax Income. Valid only when positive pretax income, and positive tax expense (not tax benefit)

operationRatios.3M.totalDebtEquityRationumber (float)

Refers to the ratio of Current Debt and Long Term Debt to Common Equity. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports. (Current Debt And Current Capital Lease Obligation + Long-Term Debt And Long-Term Capital Lease Obligation / Common Equity. Common Equity = Total Shareholder’s Equity – Preferred Stock

operationRatios.6Mobject

Some periods might not include all fields

operationRatios.6M.periodstring-
operationRatios.6M.fiscalYearEndstring-
operationRatios.6M.reportTypestring-
operationRatios.6M.assetsTurnovernumber (float)

Revenue / Average Total Assets

operationRatios.6M.capExSalesRationumber (float)

Capital Expenditure / Revenue

operationRatios.6M.cashConversionCyclenumber (float)

Days In Inventory + Days In Sales – Days In Payment

operationRatios.6M.daysInInventorynumber (float)

365 / Inventory turnover

operationRatios.6M.daysInPaymentnumber (float)

365 / Payable turnover

operationRatios.6M.daysInSalesnumber (float)

365 / Receivable Turnover

operationRatios.6M.EBITDAMarginnumber (float)

Refers to the ratio of earnings before interest, taxes and depreciation and amortization to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports EBITDA / Revenue.

operationRatios.6M.EBITMarginnumber (float)

Refers to the ratio of earnings before interest and taxes to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports EBIT / Revenue.

operationRatios.6M.FCFNetIncomeRationumber (float)

Free Cash Flow / Net Income

operationRatios.6M.FCFSalesRationumber (float)

Free Cash flow / Revenue

operationRatios.6M.fixAssetTurnovernumber (float)

Revenue / Average PP&E

operationRatios.6M.grossMarginnumber (float)

Refers to the ratio of gross profit to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. (Revenue – Cost of Goods Sold) / Revenue.

operationRatios.6M.interestCoveragenumber (float)

Ratio used to determine how easily a company can pay their interest expenses on outstanding debt. T

operationRatios.6M.netIncomeContOpsGrowthnumber (float)

The growth in the company’s net income from continuing operations on a percentage basis. Morningstar calculates the growth percentage based on the underlying net income from continuing operations data reported in the Income Statement within the company filings or reports. This figure represents the rate of net income growth for parts of the business that will continue to generate revenue in the future.

operationRatios.6M.netIncomeGrowthnumber (float)

The growth in the company’s net income on a percentage basis. Morningstar calculates the growth percentage based on the underlying net income data reported in the Income Statement within the company filings or reports.

operationRatios.6M.netMarginnumber (float)

Refers to the ratio of net income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Net Income / Revenue.

operationRatios.6M.normalizedNetProfitMarginnumber (float)

Normalized Income / Total Revenue. A measure of profitability of the company calculated by finding Normalized Net Profit as a percentage of Total Revenues.

operationRatios.6M.operationIncomeGrowthnumber (float)

Ratio of growth of operating income.

operationRatios.6M.operationMarginnumber (float)

Refers to the ratio of operating income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Operating Income / Revenue.

operationRatios.6M.operationRevenueGrowth3MonthAvgnumber (float)

The growth in the company’s operating revenue on a percentage basis. Morningstar calculates the growth percentage based on the underlying operating revenue data reported in the Income Statement within the company filings or reports.

operationRatios.6M.pretaxMarginnumber (float)

Refers to the ratio of pretax income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Pretax Income / Revenue.

operationRatios.6M.quickRationumber (float)

Refers to the ratio of liquid assets to Current Liabilities. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports. ( Cash, Cash Equivalents, and ShortTerm Investments + Receivables ) / Current Liabilities.

operationRatios.6M.ROAnumber (float)

Net Income / Average Total Assets

operationRatios.6M.ROEnumber (float)

Net Income / Average Total Common Equity

operationRatios.6M.ROICnumber (float)

Net Income / (Total Equity + Long-term Debt and Capital Lease Obligation + Short-term Debt and Capital Lease Obligation)

operationRatios.6M.receivableTurnovernumber (float)

Revenue / Average Accounts Receivables

operationRatios.6M.revenueGrowthnumber (float)

The growth in the company’s revenue on a percentage basis. Morningstar calculates the growth percentage based on the underlying revenue data reported in the Income Statement within the company filings or reports.

operationRatios.6M.salesPerEmployeenumber (float)

Refers to the ratio of Revenue to Employees. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Revenue / Employee Number.

operationRatios.6M.taxRatenumber (float)

Refers to the ratio of tax provision to pretax income. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Tax Provision / Pretax Income. Valid only when positive pretax income, and positive tax expense (not tax benefit)

operationRatios.6M.totalDebtEquityRationumber (float)

Refers to the ratio of Current Debt and Long Term Debt to Common Equity. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports. (Current Debt And Current Capital Lease Obligation + Long-Term Debt And Long-Term Capital Lease Obligation / Common Equity. Common Equity = Total Shareholder’s Equity – Preferred Stock

operationRatios.9Mobject

Some periods might not include all fields

operationRatios.9M.periodstring-
operationRatios.9M.fiscalYearEndstring-
operationRatios.9M.reportTypestring-
operationRatios.9M.assetsTurnovernumber (float)

Revenue / Average Total Assets

operationRatios.9M.capExSalesRationumber (float)

Capital Expenditure / Revenue

operationRatios.9M.cashConversionCyclenumber (float)

Days In Inventory + Days In Sales – Days In Payment

operationRatios.9M.daysInInventorynumber (float)

365 / Inventory turnover

operationRatios.9M.daysInPaymentnumber (float)

365 / Payable turnover

operationRatios.9M.daysInSalesnumber (float)

365 / Receivable Turnover

operationRatios.9M.EBITDAMarginnumber (float)

Refers to the ratio of earnings before interest, taxes and depreciation and amortization to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports EBITDA / Revenue.

operationRatios.9M.EBITMarginnumber (float)

Refers to the ratio of earnings before interest and taxes to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports EBIT / Revenue.

operationRatios.9M.FCFNetIncomeRationumber (float)

Free Cash Flow / Net Income

operationRatios.9M.FCFSalesRationumber (float)

Free Cash flow / Revenue

operationRatios.9M.fixAssetTurnovernumber (float)

Revenue / Average PP&E

operationRatios.9M.grossMarginnumber (float)

Refers to the ratio of gross profit to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. (Revenue – Cost of Goods Sold) / Revenue.

operationRatios.9M.interestCoveragenumber (float)

Ratio used to determine how easily a company can pay their interest expenses on outstanding debt. T

operationRatios.9M.netIncomeContOpsGrowthnumber (float)

The growth in the company’s net income from continuing operations on a percentage basis. Morningstar calculates the growth percentage based on the underlying net income from continuing operations data reported in the Income Statement within the company filings or reports. This figure represents the rate of net income growth for parts of the business that will continue to generate revenue in the future.

operationRatios.9M.netIncomeGrowthnumber (float)

The growth in the company’s net income on a percentage basis. Morningstar calculates the growth percentage based on the underlying net income data reported in the Income Statement within the company filings or reports.

operationRatios.9M.netMarginnumber (float)

Refers to the ratio of net income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Net Income / Revenue.

operationRatios.9M.normalizedNetProfitMarginnumber (float)

Normalized Income / Total Revenue. A measure of profitability of the company calculated by finding Normalized Net Profit as a percentage of Total Revenues.

operationRatios.9M.operationIncomeGrowthnumber (float)

Ratio of growth of operating income.

operationRatios.9M.operationMarginnumber (float)

Refers to the ratio of operating income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Operating Income / Revenue.

operationRatios.9M.operationRevenueGrowth3MonthAvgnumber (float)

The growth in the company’s operating revenue on a percentage basis. Morningstar calculates the growth percentage based on the underlying operating revenue data reported in the Income Statement within the company filings or reports.

operationRatios.9M.pretaxMarginnumber (float)

Refers to the ratio of pretax income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Pretax Income / Revenue.

operationRatios.9M.quickRationumber (float)

Refers to the ratio of liquid assets to Current Liabilities. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports. ( Cash, Cash Equivalents, and ShortTerm Investments + Receivables ) / Current Liabilities.

operationRatios.9M.ROAnumber (float)

Net Income / Average Total Assets

operationRatios.9M.ROEnumber (float)

Net Income / Average Total Common Equity

operationRatios.9M.ROICnumber (float)

Net Income / (Total Equity + Long-term Debt and Capital Lease Obligation + Short-term Debt and Capital Lease Obligation)

operationRatios.9M.receivableTurnovernumber (float)

Revenue / Average Accounts Receivables

operationRatios.9M.revenueGrowthnumber (float)

The growth in the company’s revenue on a percentage basis. Morningstar calculates the growth percentage based on the underlying revenue data reported in the Income Statement within the company filings or reports.

operationRatios.9M.salesPerEmployeenumber (float)

Refers to the ratio of Revenue to Employees. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Revenue / Employee Number.

operationRatios.9M.taxRatenumber (float)

Refers to the ratio of tax provision to pretax income. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Tax Provision / Pretax Income. Valid only when positive pretax income, and positive tax expense (not tax benefit)

operationRatios.9M.totalDebtEquityRationumber (float)

Refers to the ratio of Current Debt and Long Term Debt to Common Equity. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports. (Current Debt And Current Capital Lease Obligation + Long-Term Debt And Long-Term Capital Lease Obligation / Common Equity. Common Equity = Total Shareholder’s Equity – Preferred Stock

operationRatios.1Yobject

Some periods might not include all fields

operationRatios.1Y.periodstring-
operationRatios.1Y.fiscalYearEndstring-
operationRatios.1Y.reportTypestring-
operationRatios.1Y.assetsTurnovernumber (float)

Revenue / Average Total Assets

operationRatios.1Y.capExSalesRationumber (float)

Capital Expenditure / Revenue

operationRatios.1Y.cashConversionCyclenumber (float)

Days In Inventory + Days In Sales – Days In Payment

operationRatios.1Y.daysInInventorynumber (float)

365 / Inventory turnover

operationRatios.1Y.daysInPaymentnumber (float)

365 / Payable turnover

operationRatios.1Y.daysInSalesnumber (float)

365 / Receivable Turnover

operationRatios.1Y.EBITDAMarginnumber (float)

Refers to the ratio of earnings before interest, taxes and depreciation and amortization to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports EBITDA / Revenue.

operationRatios.1Y.EBITMarginnumber (float)

Refers to the ratio of earnings before interest and taxes to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports EBIT / Revenue.

operationRatios.1Y.FCFNetIncomeRationumber (float)

Free Cash Flow / Net Income

operationRatios.1Y.FCFSalesRationumber (float)

Free Cash flow / Revenue

operationRatios.1Y.fixAssetTurnovernumber (float)

Revenue / Average PP&E

operationRatios.1Y.grossMarginnumber (float)

Refers to the ratio of gross profit to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. (Revenue – Cost of Goods Sold) / Revenue.

operationRatios.1Y.interestCoveragenumber (float)

Ratio used to determine how easily a company can pay their interest expenses on outstanding debt. T

operationRatios.1Y.netIncomeContOpsGrowthnumber (float)

The growth in the company’s net income from continuing operations on a percentage basis. Morningstar calculates the growth percentage based on the underlying net income from continuing operations data reported in the Income Statement within the company filings or reports. This figure represents the rate of net income growth for parts of the business that will continue to generate revenue in the future.

operationRatios.1Y.netIncomeGrowthnumber (float)

The growth in the company’s net income on a percentage basis. Morningstar calculates the growth percentage based on the underlying net income data reported in the Income Statement within the company filings or reports.

operationRatios.1Y.netMarginnumber (float)

Refers to the ratio of net income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Net Income / Revenue.

operationRatios.1Y.normalizedNetProfitMarginnumber (float)

Normalized Income / Total Revenue. A measure of profitability of the company calculated by finding Normalized Net Profit as a percentage of Total Revenues.

operationRatios.1Y.operationIncomeGrowthnumber (float)

Ratio of growth of operating income.

operationRatios.1Y.operationMarginnumber (float)

Refers to the ratio of operating income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Operating Income / Revenue.

operationRatios.1Y.operationRevenueGrowth3MonthAvgnumber (float)

The growth in the company’s operating revenue on a percentage basis. Morningstar calculates the growth percentage based on the underlying operating revenue data reported in the Income Statement within the company filings or reports.

operationRatios.1Y.pretaxMarginnumber (float)

Refers to the ratio of pretax income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Pretax Income / Revenue.

operationRatios.1Y.quickRationumber (float)

Refers to the ratio of liquid assets to Current Liabilities. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports. ( Cash, Cash Equivalents, and ShortTerm Investments + Receivables ) / Current Liabilities.

operationRatios.1Y.ROAnumber (float)

Net Income / Average Total Assets

operationRatios.1Y.ROEnumber (float)

Net Income / Average Total Common Equity

operationRatios.1Y.ROICnumber (float)

Net Income / (Total Equity + Long-term Debt and Capital Lease Obligation + Short-term Debt and Capital Lease Obligation)

operationRatios.1Y.receivableTurnovernumber (float)

Revenue / Average Accounts Receivables

operationRatios.1Y.revenueGrowthnumber (float)

The growth in the company’s revenue on a percentage basis. Morningstar calculates the growth percentage based on the underlying revenue data reported in the Income Statement within the company filings or reports.

operationRatios.1Y.salesPerEmployeenumber (float)

Refers to the ratio of Revenue to Employees. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Revenue / Employee Number.

operationRatios.1Y.taxRatenumber (float)

Refers to the ratio of tax provision to pretax income. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Tax Provision / Pretax Income. Valid only when positive pretax income, and positive tax expense (not tax benefit)

operationRatios.1Y.totalDebtEquityRationumber (float)

Refers to the ratio of Current Debt and Long Term Debt to Common Equity. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports. (Current Debt And Current Capital Lease Obligation + Long-Term Debt And Long-Term Capital Lease Obligation / Common Equity. Common Equity = Total Shareholder’s Equity – Preferred Stock

Structure (JSON)
{
  "company": {
    "primarySymbol": "string",
    "primaryExchange": "string",
    "cik": "string",
    "valoren": "string",
    "sedol": "string",
    "standardName": "string"
  },
  "operationRatios": {
    "3M": {
      "period": "string",
      "fiscalYearEnd": "string",
      "reportType": "string",
      "assetsTurnover": "number (float)",
      "capExSalesRatio": "number (float)",
      "cashConversionCycle": "number (float)",
      "daysInInventory": "number (float)",
      "daysInPayment": "number (float)",
      "daysInSales": "number (float)",
      "EBITDAMargin": "number (float)",
      "EBITMargin": "number (float)",
      "FCFNetIncomeRatio": "number (float)",
      "FCFSalesRatio": "number (float)",
      "fixAssetTurnover": "number (float)",
      "grossMargin": "number (float)",
      "interestCoverage": "number (float)",
      "netIncomeContOpsGrowth": "number (float)",
      "netIncomeGrowth": "number (float)",
      "netMargin": "number (float)",
      "normalizedNetProfitMargin": "number (float)",
      "operationIncomeGrowth": "number (float)",
      "operationMargin": "number (float)",
      "operationRevenueGrowth3MonthAvg": "number (float)",
      "pretaxMargin": "number (float)",
      "quickRatio": "number (float)",
      "ROA": "number (float)",
      "ROE": "number (float)",
      "ROIC": "number (float)",
      "receivableTurnover": "number (float)",
      "revenueGrowth": "number (float)",
      "salesPerEmployee": "number (float)",
      "taxRate": "number (float)",
      "totalDebtEquityRatio": "number (float)"
    },
    "6M": {
      "period": "string",
      "fiscalYearEnd": "string",
      "reportType": "string",
      "assetsTurnover": "number (float)",
      "capExSalesRatio": "number (float)",
      "cashConversionCycle": "number (float)",
      "daysInInventory": "number (float)",
      "daysInPayment": "number (float)",
      "daysInSales": "number (float)",
      "EBITDAMargin": "number (float)",
      "EBITMargin": "number (float)",
      "FCFNetIncomeRatio": "number (float)",
      "FCFSalesRatio": "number (float)",
      "fixAssetTurnover": "number (float)",
      "grossMargin": "number (float)",
      "interestCoverage": "number (float)",
      "netIncomeContOpsGrowth": "number (float)",
      "netIncomeGrowth": "number (float)",
      "netMargin": "number (float)",
      "normalizedNetProfitMargin": "number (float)",
      "operationIncomeGrowth": "number (float)",
      "operationMargin": "number (float)",
      "operationRevenueGrowth3MonthAvg": "number (float)",
      "pretaxMargin": "number (float)",
      "quickRatio": "number (float)",
      "ROA": "number (float)",
      "ROE": "number (float)",
      "ROIC": "number (float)",
      "receivableTurnover": "number (float)",
      "revenueGrowth": "number (float)",
      "salesPerEmployee": "number (float)",
      "taxRate": "number (float)",
      "totalDebtEquityRatio": "number (float)"
    },
    "9M": {
      "period": "string",
      "fiscalYearEnd": "string",
      "reportType": "string",
      "assetsTurnover": "number (float)",
      "capExSalesRatio": "number (float)",
      "cashConversionCycle": "number (float)",
      "daysInInventory": "number (float)",
      "daysInPayment": "number (float)",
      "daysInSales": "number (float)",
      "EBITDAMargin": "number (float)",
      "EBITMargin": "number (float)",
      "FCFNetIncomeRatio": "number (float)",
      "FCFSalesRatio": "number (float)",
      "fixAssetTurnover": "number (float)",
      "grossMargin": "number (float)",
      "interestCoverage": "number (float)",
      "netIncomeContOpsGrowth": "number (float)",
      "netIncomeGrowth": "number (float)",
      "netMargin": "number (float)",
      "normalizedNetProfitMargin": "number (float)",
      "operationIncomeGrowth": "number (float)",
      "operationMargin": "number (float)",
      "operationRevenueGrowth3MonthAvg": "number (float)",
      "pretaxMargin": "number (float)",
      "quickRatio": "number (float)",
      "ROA": "number (float)",
      "ROE": "number (float)",
      "ROIC": "number (float)",
      "receivableTurnover": "number (float)",
      "revenueGrowth": "number (float)",
      "salesPerEmployee": "number (float)",
      "taxRate": "number (float)",
      "totalDebtEquityRatio": "number (float)"
    },
    "1Y": {
      "period": "string",
      "fiscalYearEnd": "string",
      "reportType": "string",
      "assetsTurnover": "number (float)",
      "capExSalesRatio": "number (float)",
      "cashConversionCycle": "number (float)",
      "daysInInventory": "number (float)",
      "daysInPayment": "number (float)",
      "daysInSales": "number (float)",
      "EBITDAMargin": "number (float)",
      "EBITMargin": "number (float)",
      "FCFNetIncomeRatio": "number (float)",
      "FCFSalesRatio": "number (float)",
      "fixAssetTurnover": "number (float)",
      "grossMargin": "number (float)",
      "interestCoverage": "number (float)",
      "netIncomeContOpsGrowth": "number (float)",
      "netIncomeGrowth": "number (float)",
      "netMargin": "number (float)",
      "normalizedNetProfitMargin": "number (float)",
      "operationIncomeGrowth": "number (float)",
      "operationMargin": "number (float)",
      "operationRevenueGrowth3MonthAvg": "number (float)",
      "pretaxMargin": "number (float)",
      "quickRatio": "number (float)",
      "ROA": "number (float)",
      "ROE": "number (float)",
      "ROIC": "number (float)",
      "receivableTurnover": "number (float)",
      "revenueGrowth": "number (float)",
      "salesPerEmployee": "number (float)",
      "taxRate": "number (float)",
      "totalDebtEquityRatio": "number (float)"
    }
  }
}

FundamentalsFinancialsResponse: object

PropertyTypeDescription
resultobject[]-
result[].companyobject-
result[].company.primarySymbolstring-
result[].company.primaryExchangestring-
result[].company.cikstring-
result[].company.valorenstring-
result[].company.sedolstring-
result[].company.standardNamestring-
result[].financialsobject[]-
Structure (JSON)
{
  "result": [
    {
      "company": {
        "primarySymbol": "string",
        "primaryExchange": "string",
        "cik": "string",
        "valoren": "string",
        "sedol": "string",
        "standardName": "string"
      },
      "financials": [
        {
          "asOf": "string",
          "period": "string",
          "reportType": "string",
          "aorOrRestate": "string",
          "balanceSheet": {
            "id": {
              "companyId": "string",
              "asOf": "string",
              "reportType": "string",
              "period": "string",
              "aorOrRestate": "string"
            },
            "fiscalYearEnd": "integer",
            "currencyId": "string",
            "isCalculated": "boolean",
            "periodEndingDate": "string",
            "accountsPayable": "integer",
            "accountsReceivable": "integer",
            "currentAccruedExpences": "integer",
            "accumulateDepreciation": "integer",
            "additionalPaidInCapital": "integer",
            "capitalStock": "integer",
            "cashAndCashEquivalents": "integer",
            "cashCashEquivalentAndMarketableSecurities": "integer",
            "commonStock": "integer",
            "currentAssets": "integer",
            "currentDebtAndCapitalLeaseOblication": "integer",
            "currentLiabilities": "integer",
            "currentCapitalLeaseObligation": "integer",
            "nonCurrentDeferredLiabilities": "integer",
            "currentDeferredLiabilities": "integer",
            "currentDeferredRevenue": "integer",
            "nonCurrentDeferredRevenue": "integer",
            "grossPpe": "integer",
            "inventory": "integer",
            "longTermDebt": "integer"
          }
        }
      ]
    }
  ]
}

company: object

PropertyTypeDescription
primarySymbolstring-
primaryExchangestring-
cikstring-
valorenstring-
sedolstring-
standardNamestring-
Structure (JSON)
{
  "primarySymbol": "string",
  "primaryExchange": "string",
  "cik": "string",
  "valoren": "string",
  "sedol": "string",
  "standardName": "string"
}

companyProfile: object

PropertyTypeDescription
companyStatusstring

Status of company

countryIdstring

Identifier of country the company HQ is based.

fiscalYearEndstring

The Month of the company’s latest fiscal year.

shortNamestring

Abbreviated name of company

standardNamestring

Standard name of company

address1string

Address of company HQ

citystring

City of company HQ

countrystring

Country of company HQ.

faxstring

Fax number of company

homepagestring

Url of company website

phonestring

Phone number of company

postalCodestring

Postal code of company HQ

provincestring

Province of company HQ

legalNamestring

Legal name of company

shortDescriptionstring

Short description of company

longDescriptionstring

Long description of company

Structure (JSON)
{
  "companyStatus": "string",
  "countryId": "string",
  "fiscalYearEnd": "string",
  "shortName": "string",
  "standardName": "string",
  "address1": "string",
  "city": "string",
  "country": "string",
  "fax": "string",
  "homepage": "string",
  "phone": "string",
  "postalCode": "string",
  "province": "string",
  "legalName": "string",
  "shortDescription": "string",
  "longDescription": "string"
}

shareClass: object

PropertyTypeDescription
currencystring-
ipoDatestring (Unix timestamp)-
isDepositaryReciptboolean-
isPrimaryboolean-
securityTypestring-
enterpriseValueinteger-
marketCapinteger-
Structure (JSON)
{
  "currency": "string",
  "ipoDate": "string (Unix timestamp)",
  "isDepositaryRecipt": "boolean",
  "isPrimary": "boolean",
  "securityType": "string",
  "enterpriseValue": "integer",
  "marketCap": "integer"
}

earningsReports: object

PropertyTypeDescription
result[].earningsReports.6Mobject-
result[].earningsReports.6M.periodstring-
result[].earningsReports.6M.asOfstring-
result[].earningsReports.6M.reportTypestring-
result[].earningsReports.6M.currencystring-
result[].earningsReports.6M.fiscalYearEndstring-
result[].earningsReports.6M.basicContinuousOperationsnumber (float)

Basic EPS from Continuing Operations is the earnings from continuing operations reported by the company divided by the weighted average number of common shares outstanding.

result[].earningsReports.6M.continuingAndDiscontinuedBasicEPSnumber (float)

Basic EPS from Continuing Operations plus Basic EPS from Discontinued Operations.

result[].earningsReports.6M.continuingAndDiscontinuedDilutedEPSnumber (double)

Diluted EPS from Continuing Operations plus Diluted EPS from Discontinued Operations.

result[].earningsReports.6M.dilutedAverageSharesinteger (int64)

The shares outstanding used to calculate the diluted EPS, assuming the conversion of all convertible securities and the exercise of warrants or stock options. It is the weighted average diluted share outstanding through the whole accounting period. Note- If Diluted Average Shares are not presented by the firm in the Income Statement and Basic Average Shares are presented, Diluted Average Shares will equal Basic Average Shares. However, if neither value is presented by the firm, Diluted Average Shares will be null.

result[].earningsReports.6M.dilutedContinuousOperationsinteger (int64)

Diluted EPS from Continuing Operations is the earnings from continuing operations divided by the common shares outstanding adjusted for the assumed conversion of all potentially dilutive securities. Securities having a dilutive effect may include convertible debentures, warrants, options, and convertible preferred stock.

result[].earningsReports.6M.dilutedEPSnumber (float)

Diluted EPS is the bottom line net income divided by the common shares outstanding adjusted for the assumed conversion of all potentially dilutive securities. Securities having a dilutive effect may include convertible debentures, warrants, options, and convertible preferred stock. This value will be derived when not reported for the fourth quarter and will be less than or equal to Basic EPS.

result[].earningsReports.6M.dividendPerSharenumber (float)

The amount of dividend that a stockholder will receive for each share of stock held. It can be calculated by taking the total amount of dividends paid and dividing it by the total shares outstanding. Dividend per share = total dividend payment/total number of outstanding shares

result[].earningsReports.6M.basicAverageSharesinteger (int64)

The shares outstanding used to calculate Basic EPS, which is the weighted average common share outstanding through the whole accounting period. If Basic Average Shares are not presented by the firm in the Income Statement, this data point will be null.

result[].earningsReports.3Mobject-
result[].earningsReports.3M.periodstring-
result[].earningsReports.3M.asOfstring-
result[].earningsReports.3M.reportTypestring-
result[].earningsReports.3M.currencystring-
result[].earningsReports.3M.fiscalYearEndstring-
result[].earningsReports.3M.basicContinuousOperationsnumber (float)

Basic EPS from Continuing Operations is the earnings from continuing operations reported by the company divided by the weighted average number of common shares outstanding.

result[].earningsReports.3M.continuingAndDiscontinuedBasicEPSnumber (float)

Basic EPS from Continuing Operations plus Basic EPS from Discontinued Operations.

result[].earningsReports.3M.continuingAndDiscontinuedDilutedEPSnumber (double)

Diluted EPS from Continuing Operations plus Diluted EPS from Discontinued Operations.

result[].earningsReports.3M.dilutedAverageSharesinteger (int64)

The shares outstanding used to calculate the diluted EPS, assuming the conversion of all convertible securities and the exercise of warrants or stock options. It is the weighted average diluted share outstanding through the whole accounting period. Note- If Diluted Average Shares are not presented by the firm in the Income Statement and Basic Average Shares are presented, Diluted Average Shares will equal Basic Average Shares. However, if neither value is presented by the firm, Diluted Average Shares will be null.

result[].earningsReports.3M.dilutedContinuousOperationsinteger (int64)

Diluted EPS from Continuing Operations is the earnings from continuing operations divided by the common shares outstanding adjusted for the assumed conversion of all potentially dilutive securities. Securities having a dilutive effect may include convertible debentures, warrants, options, and convertible preferred stock.

result[].earningsReports.3M.dilutedEPSnumber (float)

Diluted EPS is the bottom line net income divided by the common shares outstanding adjusted for the assumed conversion of all potentially dilutive securities. Securities having a dilutive effect may include convertible debentures, warrants, options, and convertible preferred stock. This value will be derived when not reported for the fourth quarter and will be less than or equal to Basic EPS.

result[].earningsReports.3M.dividendPerSharenumber (float)

The amount of dividend that a stockholder will receive for each share of stock held. It can be calculated by taking the total amount of dividends paid and dividing it by the total shares outstanding. Dividend per share = total dividend payment/total number of outstanding shares

result[].earningsReports.3M.basicAverageSharesinteger (int64)

The shares outstanding used to calculate Basic EPS, which is the weighted average common share outstanding through the whole accounting period. If Basic Average Shares are not presented by the firm in the Income Statement, this data point will be null.

result[].earningsReports.12Mobject-
result[].earningsReports.12M.periodstring-
result[].earningsReports.12M.asOfstring-
result[].earningsReports.12M.reportTypestring-
result[].earningsReports.12M.currencystring-
result[].earningsReports.12M.fiscalYearEndstring-
result[].earningsReports.12M.basicContinuousOperationsnumber (float)

Basic EPS from Continuing Operations is the earnings from continuing operations reported by the company divided by the weighted average number of common shares outstanding.

result[].earningsReports.12M.continuingAndDiscontinuedBasicEPSnumber (float)

Basic EPS from Continuing Operations plus Basic EPS from Discontinued Operations.

result[].earningsReports.12M.continuingAndDiscontinuedDilutedEPSnumber (double)

Diluted EPS from Continuing Operations plus Diluted EPS from Discontinued Operations.

result[].earningsReports.12M.dilutedAverageSharesinteger (int64)

The shares outstanding used to calculate the diluted EPS, assuming the conversion of all convertible securities and the exercise of warrants or stock options. It is the weighted average diluted share outstanding through the whole accounting period. Note- If Diluted Average Shares are not presented by the firm in the Income Statement and Basic Average Shares are presented, Diluted Average Shares will equal Basic Average Shares. However, if neither value is presented by the firm, Diluted Average Shares will be null.

result[].earningsReports.12M.dilutedContinuousOperationsinteger (int64)

Diluted EPS from Continuing Operations is the earnings from continuing operations divided by the common shares outstanding adjusted for the assumed conversion of all potentially dilutive securities. Securities having a dilutive effect may include convertible debentures, warrants, options, and convertible preferred stock.

result[].earningsReports.12M.dilutedEPSnumber (float)

Diluted EPS is the bottom line net income divided by the common shares outstanding adjusted for the assumed conversion of all potentially dilutive securities. Securities having a dilutive effect may include convertible debentures, warrants, options, and convertible preferred stock. This value will be derived when not reported for the fourth quarter and will be less than or equal to Basic EPS.

result[].earningsReports.12M.dividendPerSharenumber (float)

The amount of dividend that a stockholder will receive for each share of stock held. It can be calculated by taking the total amount of dividends paid and dividing it by the total shares outstanding. Dividend per share = total dividend payment/total number of outstanding shares

result[].earningsReports.12M.basicAverageSharesinteger (int64)

The shares outstanding used to calculate Basic EPS, which is the weighted average common share outstanding through the whole accounting period. If Basic Average Shares are not presented by the firm in the Income Statement, this data point will be null.

Structure (JSON)
{
  "6M": {
    "period": "string",
    "asOf": "string",
    "reportType": "string",
    "currency": "string",
    "fiscalYearEnd": "string",
    "basicContinuousOperations": "number (float)",
    "continuingAndDiscontinuedBasicEPS": "number (float)",
    "continuingAndDiscontinuedDilutedEPS": "number (double)",
    "dilutedAverageShares": "integer (int64)",
    "dilutedContinuousOperations": "integer (int64)",
    "dilutedEPS": "number (float)",
    "dividendPerShare": "number (float)",
    "basicAverageShares": "integer (int64)"
  },
  "3M": {
    "period": "string",
    "asOf": "string",
    "reportType": "string",
    "currency": "string",
    "fiscalYearEnd": "string",
    "basicContinuousOperations": "number (float)",
    "continuingAndDiscontinuedBasicEPS": "number (float)",
    "continuingAndDiscontinuedDilutedEPS": "number (double)",
    "dilutedAverageShares": "integer (int64)",
    "dilutedContinuousOperations": "integer (int64)",
    "dilutedEPS": "number (float)",
    "dividendPerShare": "number (float)",
    "basicAverageShares": "integer (int64)"
  },
  "12M": {
    "period": "string",
    "asOf": "string",
    "reportType": "string",
    "currency": "string",
    "fiscalYearEnd": "string",
    "basicContinuousOperations": "number (float)",
    "continuingAndDiscontinuedBasicEPS": "number (float)",
    "continuingAndDiscontinuedDilutedEPS": "number (double)",
    "dilutedAverageShares": "integer (int64)",
    "dilutedContinuousOperations": "integer (int64)",
    "dilutedEPS": "number (float)",
    "dividendPerShare": "number (float)",
    "basicAverageShares": "integer (int64)"
  }
}

earningsReport: object

PropertyTypeDescription
periodstring-
asOfstring-
reportTypestring-
currencystring-
fiscalYearEndstring-
basicContinuousOperationsnumber (float)

Basic EPS from Continuing Operations is the earnings from continuing operations reported by the company divided by the weighted average number of common shares outstanding.

continuingAndDiscontinuedBasicEPSnumber (float)

Basic EPS from Continuing Operations plus Basic EPS from Discontinued Operations.

continuingAndDiscontinuedDilutedEPSnumber (double)

Diluted EPS from Continuing Operations plus Diluted EPS from Discontinued Operations.

dilutedAverageSharesinteger (int64)

The shares outstanding used to calculate the diluted EPS, assuming the conversion of all convertible securities and the exercise of warrants or stock options. It is the weighted average diluted share outstanding through the whole accounting period. Note- If Diluted Average Shares are not presented by the firm in the Income Statement and Basic Average Shares are presented, Diluted Average Shares will equal Basic Average Shares. However, if neither value is presented by the firm, Diluted Average Shares will be null.

dilutedContinuousOperationsinteger (int64)

Diluted EPS from Continuing Operations is the earnings from continuing operations divided by the common shares outstanding adjusted for the assumed conversion of all potentially dilutive securities. Securities having a dilutive effect may include convertible debentures, warrants, options, and convertible preferred stock.

dilutedEPSnumber (float)

Diluted EPS is the bottom line net income divided by the common shares outstanding adjusted for the assumed conversion of all potentially dilutive securities. Securities having a dilutive effect may include convertible debentures, warrants, options, and convertible preferred stock. This value will be derived when not reported for the fourth quarter and will be less than or equal to Basic EPS.

dividendPerSharenumber (float)

The amount of dividend that a stockholder will receive for each share of stock held. It can be calculated by taking the total amount of dividends paid and dividing it by the total shares outstanding. Dividend per share = total dividend payment/total number of outstanding shares

basicAverageSharesinteger (int64)

The shares outstanding used to calculate Basic EPS, which is the weighted average common share outstanding through the whole accounting period. If Basic Average Shares are not presented by the firm in the Income Statement, this data point will be null.

Structure (JSON)
{
  "period": "string",
  "asOf": "string",
  "reportType": "string",
  "currency": "string",
  "fiscalYearEnd": "string",
  "basicContinuousOperations": "number (float)",
  "continuingAndDiscontinuedBasicEPS": "number (float)",
  "continuingAndDiscontinuedDilutedEPS": "number (double)",
  "dilutedAverageShares": "integer (int64)",
  "dilutedContinuousOperations": "integer (int64)",
  "dilutedEPS": "number (float)",
  "dividendPerShare": "number (float)",
  "basicAverageShares": "integer (int64)"
}

financialStatements: object

PropertyTypeDescription
result[].financialStatements.6Mobject-
result[].financialStatements.6M.cashFlowStatementobject-
result[].financialStatements.6M.cashFlowStatement.incomeinteger (int64)-
result[].financialStatements.6M.cashFlowStatement.changeInReceivablesinteger (int64)

The increase or decrease between periods of the receivables. Receivables are amounts due to be paid to the company from clients and other.

result[].financialStatements.6M.cashFlowStatement.changesInAccountReceivablesinteger (int64)

The increase or decrease between periods of the accounts receivables.

result[].financialStatements.6M.cashFlowStatement.changeInInventoryinteger (int64)

The increase or decrease between periods of the Inventories. Inventories represent merchandise bought for resale and supplies and raw materials purchased for use in revenue producing operations.

result[].financialStatements.6M.cashFlowStatement.changeInOtherWorkingCapitalinteger (int64)

The increase or decrease between periods of the other working capital.

result[].financialStatements.6M.cashFlowStatement.capitalExpenditureinteger (int64)

Funds used by a company to acquire or upgrade physical assets such as property, industrial buildings or equipment. This type of outlay is made by companies to maintain or increase the scope of their operations. Capital expenditures are generally depreciated or depleted over their useful life, as distinguished from repairs, which are subtracted from the income of the current year.

result[].financialStatements.6M.cashFlowStatement.jcashDividendsPaidinteger (int64)

Payments for the cash dividends declared by an entity to shareholders during the period. This element includes paid and unpaid dividends declared during the period for both common and preferred stock.

result[].financialStatements.6M.cashFlowStatement.freeCashFlowinteger (int64)

Cash Flow Operations plus Capital Expenditures.

result[].financialStatements.6M.cashFlowStatement.financingCashFlowinteger (int64)

The net cash inflow (outflow) from financing activity for the period, which involve changes to the long-term liabilities and stockholders’ equity.

result[].financialStatements.6M.cashFlowStatement.changesInCashinteger (int64)

The net change between the beginning and ending balance of cash and cash equivalents.

result[].financialStatements.6M.asOfstring (YYYYMMDD)-
result[].financialStatements.6M.incomeStatementobject-
result[].financialStatements.6M.incomeStatement.revenueinteger (int64)-
result[].financialStatements.6M.incomeStatement.costOfRevenueinteger (int64)

The aggregate cost of goods produced and sold and services rendered during the reporting period. It excludes all operating expenses such as depreciation, depletion, amortization, and SG&A. For the must have cost industry, if the number is not reported by the company, it will be calculated based on accounting equation. Cost of Revenue = Revenue – Operating Expenses – Operating Profit

result[].financialStatements.6M.incomeStatement.grossProfitinteger (int64)

Total revenue less cost of revenue. The number is as reported by the company on the income statement; however, the number will be calculated if it is not reported. This field is null if the cost of revenue is not given. Gross Profit = Total Revenue – Cost of Revenue.

result[].financialStatements.6M.incomeStatement.researchAndDevelopmentinteger (int64)

The aggregate amount of research and development expenses.

result[].financialStatements.6M.incomeStatement.EBITDAinteger (int64)

Earnings minus expenses (excluding interest, tax, depreciation, and amortization expenses).

result[].financialStatements.6M.incomeStatement.operatingIncomeinteger (int64)

Income from normal business operations after deducting cost of revenue and operating expenses. It does not include income from any investing activities.

result[].financialStatements.6M.incomeStatement.sellingGeneralAndAdministrationinteger (int64)

The aggregate total costs related to selling a firm's product and services, as well as all other general and administrative expenses. Selling expenses are those directly related to the company’s efforts to generate sales (e.g., sales salaries, commissions, advertising, delivery expenses). General and administrative expenses are expenses related to general administration of the company’s operation (e.g., officers and office salaries, office supplies, telephone, accounting and legal services, and business licenses and fees).

result[].financialStatements.6M.incomeStatement.netIncomeContinuousOperationsinteger (int64)

Revenue less expenses and taxes from the entity's ongoing operations and before income (loss) from Preferred Dividends; Extraordinary Gains and Losses; Income from Cumulative Effects of Accounting Change; Discontinuing Operation; Income from Tax Loss Carry forward; Other Gains/Losses.

result[].financialStatements.6M.incomeStatement.otherIncomeExpenseinteger (int64)

Income or expense that comes from miscellaneous sources.

result[].financialStatements.6M.incomeStatement.netIncomeinteger (int64)

The profit or loss of the entity net of income taxes for the reporting period calculated and presented in the income statement in accordance with GAAP.

result[].financialStatements.6M.incomeStatement.netIncomeCommonStockholdersinteger (int64)

Net income minus the preferred dividends paid as presented in the Income Statement.

result[].financialStatements.3Mobject-
result[].financialStatements.3M.cashFlowStatementobject-
result[].financialStatements.3M.cashFlowStatement.incomeinteger (int64)-
result[].financialStatements.3M.cashFlowStatement.changeInReceivablesinteger (int64)

The increase or decrease between periods of the receivables. Receivables are amounts due to be paid to the company from clients and other.

result[].financialStatements.3M.cashFlowStatement.changesInAccountReceivablesinteger (int64)

The increase or decrease between periods of the accounts receivables.

result[].financialStatements.3M.cashFlowStatement.changeInInventoryinteger (int64)

The increase or decrease between periods of the Inventories. Inventories represent merchandise bought for resale and supplies and raw materials purchased for use in revenue producing operations.

result[].financialStatements.3M.cashFlowStatement.changeInOtherWorkingCapitalinteger (int64)

The increase or decrease between periods of the other working capital.

result[].financialStatements.3M.cashFlowStatement.capitalExpenditureinteger (int64)

Funds used by a company to acquire or upgrade physical assets such as property, industrial buildings or equipment. This type of outlay is made by companies to maintain or increase the scope of their operations. Capital expenditures are generally depreciated or depleted over their useful life, as distinguished from repairs, which are subtracted from the income of the current year.

result[].financialStatements.3M.cashFlowStatement.jcashDividendsPaidinteger (int64)

Payments for the cash dividends declared by an entity to shareholders during the period. This element includes paid and unpaid dividends declared during the period for both common and preferred stock.

result[].financialStatements.3M.cashFlowStatement.freeCashFlowinteger (int64)

Cash Flow Operations plus Capital Expenditures.

result[].financialStatements.3M.cashFlowStatement.financingCashFlowinteger (int64)

The net cash inflow (outflow) from financing activity for the period, which involve changes to the long-term liabilities and stockholders’ equity.

result[].financialStatements.3M.cashFlowStatement.changesInCashinteger (int64)

The net change between the beginning and ending balance of cash and cash equivalents.

result[].financialStatements.3M.asOfstring (YYYYMMDD)-
result[].financialStatements.3M.incomeStatementobject-
result[].financialStatements.3M.incomeStatement.revenueinteger (int64)-
result[].financialStatements.3M.incomeStatement.costOfRevenueinteger (int64)

The aggregate cost of goods produced and sold and services rendered during the reporting period. It excludes all operating expenses such as depreciation, depletion, amortization, and SG&A. For the must have cost industry, if the number is not reported by the company, it will be calculated based on accounting equation. Cost of Revenue = Revenue – Operating Expenses – Operating Profit

result[].financialStatements.3M.incomeStatement.grossProfitinteger (int64)

Total revenue less cost of revenue. The number is as reported by the company on the income statement; however, the number will be calculated if it is not reported. This field is null if the cost of revenue is not given. Gross Profit = Total Revenue – Cost of Revenue.

result[].financialStatements.3M.incomeStatement.researchAndDevelopmentinteger (int64)

The aggregate amount of research and development expenses.

result[].financialStatements.3M.incomeStatement.EBITDAinteger (int64)

Earnings minus expenses (excluding interest, tax, depreciation, and amortization expenses).

result[].financialStatements.3M.incomeStatement.operatingIncomeinteger (int64)

Income from normal business operations after deducting cost of revenue and operating expenses. It does not include income from any investing activities.

result[].financialStatements.3M.incomeStatement.sellingGeneralAndAdministrationinteger (int64)

The aggregate total costs related to selling a firm's product and services, as well as all other general and administrative expenses. Selling expenses are those directly related to the company’s efforts to generate sales (e.g., sales salaries, commissions, advertising, delivery expenses). General and administrative expenses are expenses related to general administration of the company’s operation (e.g., officers and office salaries, office supplies, telephone, accounting and legal services, and business licenses and fees).

result[].financialStatements.3M.incomeStatement.netIncomeContinuousOperationsinteger (int64)

Revenue less expenses and taxes from the entity's ongoing operations and before income (loss) from Preferred Dividends; Extraordinary Gains and Losses; Income from Cumulative Effects of Accounting Change; Discontinuing Operation; Income from Tax Loss Carry forward; Other Gains/Losses.

result[].financialStatements.3M.incomeStatement.otherIncomeExpenseinteger (int64)

Income or expense that comes from miscellaneous sources.

result[].financialStatements.3M.incomeStatement.netIncomeinteger (int64)

The profit or loss of the entity net of income taxes for the reporting period calculated and presented in the income statement in accordance with GAAP.

result[].financialStatements.3M.incomeStatement.netIncomeCommonStockholdersinteger (int64)

Net income minus the preferred dividends paid as presented in the Income Statement.

result[].financialStatements.12Mobject-
result[].financialStatements.12M.cashFlowStatementobject-
result[].financialStatements.12M.cashFlowStatement.incomeinteger (int64)-
result[].financialStatements.12M.cashFlowStatement.changeInReceivablesinteger (int64)

The increase or decrease between periods of the receivables. Receivables are amounts due to be paid to the company from clients and other.

result[].financialStatements.12M.cashFlowStatement.changesInAccountReceivablesinteger (int64)

The increase or decrease between periods of the accounts receivables.

result[].financialStatements.12M.cashFlowStatement.changeInInventoryinteger (int64)

The increase or decrease between periods of the Inventories. Inventories represent merchandise bought for resale and supplies and raw materials purchased for use in revenue producing operations.

result[].financialStatements.12M.cashFlowStatement.changeInOtherWorkingCapitalinteger (int64)

The increase or decrease between periods of the other working capital.

result[].financialStatements.12M.cashFlowStatement.capitalExpenditureinteger (int64)

Funds used by a company to acquire or upgrade physical assets such as property, industrial buildings or equipment. This type of outlay is made by companies to maintain or increase the scope of their operations. Capital expenditures are generally depreciated or depleted over their useful life, as distinguished from repairs, which are subtracted from the income of the current year.

result[].financialStatements.12M.cashFlowStatement.jcashDividendsPaidinteger (int64)

Payments for the cash dividends declared by an entity to shareholders during the period. This element includes paid and unpaid dividends declared during the period for both common and preferred stock.

result[].financialStatements.12M.cashFlowStatement.freeCashFlowinteger (int64)

Cash Flow Operations plus Capital Expenditures.

result[].financialStatements.12M.cashFlowStatement.financingCashFlowinteger (int64)

The net cash inflow (outflow) from financing activity for the period, which involve changes to the long-term liabilities and stockholders’ equity.

result[].financialStatements.12M.cashFlowStatement.changesInCashinteger (int64)

The net change between the beginning and ending balance of cash and cash equivalents.

result[].financialStatements.12M.asOfstring (YYYYMMDD)-
result[].financialStatements.12M.incomeStatementobject-
result[].financialStatements.12M.incomeStatement.revenueinteger (int64)-
result[].financialStatements.12M.incomeStatement.costOfRevenueinteger (int64)

The aggregate cost of goods produced and sold and services rendered during the reporting period. It excludes all operating expenses such as depreciation, depletion, amortization, and SG&A. For the must have cost industry, if the number is not reported by the company, it will be calculated based on accounting equation. Cost of Revenue = Revenue – Operating Expenses – Operating Profit

result[].financialStatements.12M.incomeStatement.grossProfitinteger (int64)

Total revenue less cost of revenue. The number is as reported by the company on the income statement; however, the number will be calculated if it is not reported. This field is null if the cost of revenue is not given. Gross Profit = Total Revenue – Cost of Revenue.

result[].financialStatements.12M.incomeStatement.researchAndDevelopmentinteger (int64)

The aggregate amount of research and development expenses.

result[].financialStatements.12M.incomeStatement.EBITDAinteger (int64)

Earnings minus expenses (excluding interest, tax, depreciation, and amortization expenses).

result[].financialStatements.12M.incomeStatement.operatingIncomeinteger (int64)

Income from normal business operations after deducting cost of revenue and operating expenses. It does not include income from any investing activities.

result[].financialStatements.12M.incomeStatement.sellingGeneralAndAdministrationinteger (int64)

The aggregate total costs related to selling a firm's product and services, as well as all other general and administrative expenses. Selling expenses are those directly related to the company’s efforts to generate sales (e.g., sales salaries, commissions, advertising, delivery expenses). General and administrative expenses are expenses related to general administration of the company’s operation (e.g., officers and office salaries, office supplies, telephone, accounting and legal services, and business licenses and fees).

result[].financialStatements.12M.incomeStatement.netIncomeContinuousOperationsinteger (int64)

Revenue less expenses and taxes from the entity's ongoing operations and before income (loss) from Preferred Dividends; Extraordinary Gains and Losses; Income from Cumulative Effects of Accounting Change; Discontinuing Operation; Income from Tax Loss Carry forward; Other Gains/Losses.

result[].financialStatements.12M.incomeStatement.otherIncomeExpenseinteger (int64)

Income or expense that comes from miscellaneous sources.

result[].financialStatements.12M.incomeStatement.netIncomeinteger (int64)

The profit or loss of the entity net of income taxes for the reporting period calculated and presented in the income statement in accordance with GAAP.

result[].financialStatements.12M.incomeStatement.netIncomeCommonStockholdersinteger (int64)

Net income minus the preferred dividends paid as presented in the Income Statement.

Structure (JSON)
{
  "6M": {
    "cashFlowStatement": {
      "income": "integer (int64)",
      "changeInReceivables": "integer (int64)",
      "changesInAccountReceivables": "integer (int64)",
      "changeInInventory": "integer (int64)",
      "changeInOtherWorkingCapital": "integer (int64)",
      "capitalExpenditure": "integer (int64)",
      "jcashDividendsPaid": "integer (int64)",
      "freeCashFlow": "integer (int64)",
      "financingCashFlow": "integer (int64)",
      "changesInCash": "integer (int64)"
    },
    "asOf": "string (YYYYMMDD)",
    "incomeStatement": {
      "revenue": "integer (int64)",
      "costOfRevenue": "integer (int64)",
      "grossProfit": "integer (int64)",
      "researchAndDevelopment": "integer (int64)",
      "EBITDA": "integer (int64)",
      "operatingIncome": "integer (int64)",
      "sellingGeneralAndAdministration": "integer (int64)",
      "netIncomeContinuousOperations": "integer (int64)",
      "otherIncomeExpense": "integer (int64)",
      "netIncome": "integer (int64)",
      "netIncomeCommonStockholders": "integer (int64)"
    }
  },
  "3M": {
    "cashFlowStatement": {
      "income": "integer (int64)",
      "changeInReceivables": "integer (int64)",
      "changesInAccountReceivables": "integer (int64)",
      "changeInInventory": "integer (int64)",
      "changeInOtherWorkingCapital": "integer (int64)",
      "capitalExpenditure": "integer (int64)",
      "jcashDividendsPaid": "integer (int64)",
      "freeCashFlow": "integer (int64)",
      "financingCashFlow": "integer (int64)",
      "changesInCash": "integer (int64)"
    },
    "asOf": "string (YYYYMMDD)",
    "incomeStatement": {
      "revenue": "integer (int64)",
      "costOfRevenue": "integer (int64)",
      "grossProfit": "integer (int64)",
      "researchAndDevelopment": "integer (int64)",
      "EBITDA": "integer (int64)",
      "operatingIncome": "integer (int64)",
      "sellingGeneralAndAdministration": "integer (int64)",
      "netIncomeContinuousOperations": "integer (int64)",
      "otherIncomeExpense": "integer (int64)",
      "netIncome": "integer (int64)",
      "netIncomeCommonStockholders": "integer (int64)"
    }
  },
  "12M": {
    "cashFlowStatement": {
      "income": "integer (int64)",
      "changeInReceivables": "integer (int64)",
      "changesInAccountReceivables": "integer (int64)",
      "changeInInventory": "integer (int64)",
      "changeInOtherWorkingCapital": "integer (int64)",
      "capitalExpenditure": "integer (int64)",
      "jcashDividendsPaid": "integer (int64)",
      "freeCashFlow": "integer (int64)",
      "financingCashFlow": "integer (int64)",
      "changesInCash": "integer (int64)"
    },
    "asOf": "string (YYYYMMDD)",
    "incomeStatement": {
      "revenue": "integer (int64)",
      "costOfRevenue": "integer (int64)",
      "grossProfit": "integer (int64)",
      "researchAndDevelopment": "integer (int64)",
      "EBITDA": "integer (int64)",
      "operatingIncome": "integer (int64)",
      "sellingGeneralAndAdministration": "integer (int64)",
      "netIncomeContinuousOperations": "integer (int64)",
      "otherIncomeExpense": "integer (int64)",
      "netIncome": "integer (int64)",
      "netIncomeCommonStockholders": "integer (int64)"
    }
  }
}

financialStatement: object

PropertyTypeDescription
cashFlowStatementobject-
cashFlowStatement.incomeinteger (int64)-
cashFlowStatement.changeInReceivablesinteger (int64)

The increase or decrease between periods of the receivables. Receivables are amounts due to be paid to the company from clients and other.

cashFlowStatement.changesInAccountReceivablesinteger (int64)

The increase or decrease between periods of the accounts receivables.

cashFlowStatement.changeInInventoryinteger (int64)

The increase or decrease between periods of the Inventories. Inventories represent merchandise bought for resale and supplies and raw materials purchased for use in revenue producing operations.

cashFlowStatement.changeInOtherWorkingCapitalinteger (int64)

The increase or decrease between periods of the other working capital.

cashFlowStatement.capitalExpenditureinteger (int64)

Funds used by a company to acquire or upgrade physical assets such as property, industrial buildings or equipment. This type of outlay is made by companies to maintain or increase the scope of their operations. Capital expenditures are generally depreciated or depleted over their useful life, as distinguished from repairs, which are subtracted from the income of the current year.

cashFlowStatement.jcashDividendsPaidinteger (int64)

Payments for the cash dividends declared by an entity to shareholders during the period. This element includes paid and unpaid dividends declared during the period for both common and preferred stock.

cashFlowStatement.freeCashFlowinteger (int64)

Cash Flow Operations plus Capital Expenditures.

cashFlowStatement.financingCashFlowinteger (int64)

The net cash inflow (outflow) from financing activity for the period, which involve changes to the long-term liabilities and stockholders’ equity.

cashFlowStatement.changesInCashinteger (int64)

The net change between the beginning and ending balance of cash and cash equivalents.

asOfstring (YYYYMMDD)-
incomeStatementobject-
incomeStatement.revenueinteger (int64)-
incomeStatement.costOfRevenueinteger (int64)

The aggregate cost of goods produced and sold and services rendered during the reporting period. It excludes all operating expenses such as depreciation, depletion, amortization, and SG&A. For the must have cost industry, if the number is not reported by the company, it will be calculated based on accounting equation. Cost of Revenue = Revenue – Operating Expenses – Operating Profit

incomeStatement.grossProfitinteger (int64)

Total revenue less cost of revenue. The number is as reported by the company on the income statement; however, the number will be calculated if it is not reported. This field is null if the cost of revenue is not given. Gross Profit = Total Revenue – Cost of Revenue.

incomeStatement.researchAndDevelopmentinteger (int64)

The aggregate amount of research and development expenses.

incomeStatement.EBITDAinteger (int64)

Earnings minus expenses (excluding interest, tax, depreciation, and amortization expenses).

incomeStatement.operatingIncomeinteger (int64)

Income from normal business operations after deducting cost of revenue and operating expenses. It does not include income from any investing activities.

incomeStatement.sellingGeneralAndAdministrationinteger (int64)

The aggregate total costs related to selling a firm's product and services, as well as all other general and administrative expenses. Selling expenses are those directly related to the company’s efforts to generate sales (e.g., sales salaries, commissions, advertising, delivery expenses). General and administrative expenses are expenses related to general administration of the company’s operation (e.g., officers and office salaries, office supplies, telephone, accounting and legal services, and business licenses and fees).

incomeStatement.netIncomeContinuousOperationsinteger (int64)

Revenue less expenses and taxes from the entity's ongoing operations and before income (loss) from Preferred Dividends; Extraordinary Gains and Losses; Income from Cumulative Effects of Accounting Change; Discontinuing Operation; Income from Tax Loss Carry forward; Other Gains/Losses.

incomeStatement.otherIncomeExpenseinteger (int64)

Income or expense that comes from miscellaneous sources.

incomeStatement.netIncomeinteger (int64)

The profit or loss of the entity net of income taxes for the reporting period calculated and presented in the income statement in accordance with GAAP.

incomeStatement.netIncomeCommonStockholdersinteger (int64)

Net income minus the preferred dividends paid as presented in the Income Statement.

Structure (JSON)
{
  "cashFlowStatement": {
    "income": "integer (int64)",
    "changeInReceivables": "integer (int64)",
    "changesInAccountReceivables": "integer (int64)",
    "changeInInventory": "integer (int64)",
    "changeInOtherWorkingCapital": "integer (int64)",
    "capitalExpenditure": "integer (int64)",
    "jcashDividendsPaid": "integer (int64)",
    "freeCashFlow": "integer (int64)",
    "financingCashFlow": "integer (int64)",
    "changesInCash": "integer (int64)"
  },
  "asOf": "string (YYYYMMDD)",
  "incomeStatement": {
    "revenue": "integer (int64)",
    "costOfRevenue": "integer (int64)",
    "grossProfit": "integer (int64)",
    "researchAndDevelopment": "integer (int64)",
    "EBITDA": "integer (int64)",
    "operatingIncome": "integer (int64)",
    "sellingGeneralAndAdministration": "integer (int64)",
    "netIncomeContinuousOperations": "integer (int64)",
    "otherIncomeExpense": "integer (int64)",
    "netIncome": "integer (int64)",
    "netIncomeCommonStockholders": "integer (int64)"
  }
}

valuationRatios: object

PropertyTypeDescription
bookValuePerSharenumber (float)

Common Shareholder’s Equity / Diluted Shares Outstanding

bookValueYieldnumber (float)

BookValuePerShare / Price

CFYieldnumber (float)

CFOPerShare / Price

cashReturnnumber (float)

Refers to the ratio of free cash flow to enterprise value. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. FCF /Enterprise Value. This number tells you what cash return you would get if you bought the entire company, including its debt. [Note- Enterprise Value = Market Cap + Preferred stock + Long-Term Debt And Capital Lease + Short Term Debt And Capital Lease + Securities Sold But Not Yet Repurchased - Cash, Cash Equivalent And Market Securities - Securities Purchased with Agreement to Resell - Securities Borrowed]

dividendYieldnumber (float)

Dividends Per Share over the trailing 12 months / Price

earningYieldnumber (float)

Diluted EPS / Price

FCFPerSharenumber (float)

Free Cash Flow / Average Diluted Shares Outstanding

FCFRationumber (float)

1 / FCFYield. If result is negative, then null

FCFYieldnumber (float)

FCFPerShare / Price

forwardEarningYieldnumber (float)

Estimated Earnings Per Share / Price Note- a) The “Next” Year’s EPS Estimate is used; For instance, if today’s actual date is March 1, 2009, the “Current” EPS Estimate for MSFT is June 2009, and the “Next” EPS Estimate for MSFT is June 2010; the latter is used. b) The eps estimated data is sourced from a third party.

forwardPERationumber (float)

1 / ForwardEarningYield. If result is negative, then null

PBRationumber (float)

1 / BookValueYield. If result is negative, then null

PCFRationumber (float)

1 / CFYield. If result is negative, then null

PEGPaybacknumber (float)

The number of years it would take for a company's cumulative earnings to equal the stock's current trading price, assuming that the company continues to increase its annual earnings at the growth rate used to calculate the PEG ratio. [ Log (PG/E + 1) / Log (1 + G) ] - 1 Where P = Price, E = Next Fiscal Year’s Estimated EPS, G = Long-term Average Earning Growth

PERationumber (float)

1 / Earnings Yield. If result is negative, then null

PSRationumber (float)

1 / SalesYield. If result is negative, then null

payoutRationumber (float)

Dividend per share / Diluted earning per share

salesPerSharenumber (float)

Sales / Average Diluted Shares Outstanding

salesYieldnumber (float)

SalesPerShare / Price

sustainableGrowthRatenumber (float)

ROE * (1 – Payout Ratio)

Structure (JSON)
{
  "bookValuePerShare": "number (float)",
  "bookValueYield": "number (float)",
  "CFYield": "number (float)",
  "cashReturn": "number (float)",
  "dividendYield": "number (float)",
  "earningYield": "number (float)",
  "FCFPerShare": "number (float)",
  "FCFRatio": "number (float)",
  "FCFYield": "number (float)",
  "forwardEarningYield": "number (float)",
  "forwardPERatio": "number (float)",
  "PBRatio": "number (float)",
  "PCFRatio": "number (float)",
  "PEGPayback": "number (float)",
  "PERatio": "number (float)",
  "PSRatio": "number (float)",
  "payoutRatio": "number (float)",
  "salesPerShare": "number (float)",
  "salesYield": "number (float)",
  "sustainableGrowthRate": "number (float)"
}

operationRatios: object

Different periods may be returned for different companies

PropertyTypeDescription
operationRatios.9Mobject

Some periods might not include all fields

operationRatios.9M.periodstring-
operationRatios.9M.fiscalYearEndstring-
operationRatios.9M.reportTypestring-
operationRatios.9M.assetsTurnovernumber (float)

Revenue / Average Total Assets

operationRatios.9M.capExSalesRationumber (float)

Capital Expenditure / Revenue

operationRatios.9M.cashConversionCyclenumber (float)

Days In Inventory + Days In Sales – Days In Payment

operationRatios.9M.daysInInventorynumber (float)

365 / Inventory turnover

operationRatios.9M.daysInPaymentnumber (float)

365 / Payable turnover

operationRatios.9M.daysInSalesnumber (float)

365 / Receivable Turnover

operationRatios.9M.EBITDAMarginnumber (float)

Refers to the ratio of earnings before interest, taxes and depreciation and amortization to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports EBITDA / Revenue.

operationRatios.9M.EBITMarginnumber (float)

Refers to the ratio of earnings before interest and taxes to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports EBIT / Revenue.

operationRatios.9M.FCFNetIncomeRationumber (float)

Free Cash Flow / Net Income

operationRatios.9M.FCFSalesRationumber (float)

Free Cash flow / Revenue

operationRatios.9M.fixAssetTurnovernumber (float)

Revenue / Average PP&E

operationRatios.9M.grossMarginnumber (float)

Refers to the ratio of gross profit to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. (Revenue – Cost of Goods Sold) / Revenue.

operationRatios.9M.interestCoveragenumber (float)

Ratio used to determine how easily a company can pay their interest expenses on outstanding debt. T

operationRatios.9M.netIncomeContOpsGrowthnumber (float)

The growth in the company’s net income from continuing operations on a percentage basis. Morningstar calculates the growth percentage based on the underlying net income from continuing operations data reported in the Income Statement within the company filings or reports. This figure represents the rate of net income growth for parts of the business that will continue to generate revenue in the future.

operationRatios.9M.netIncomeGrowthnumber (float)

The growth in the company’s net income on a percentage basis. Morningstar calculates the growth percentage based on the underlying net income data reported in the Income Statement within the company filings or reports.

operationRatios.9M.netMarginnumber (float)

Refers to the ratio of net income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Net Income / Revenue.

operationRatios.9M.normalizedNetProfitMarginnumber (float)

Normalized Income / Total Revenue. A measure of profitability of the company calculated by finding Normalized Net Profit as a percentage of Total Revenues.

operationRatios.9M.operationIncomeGrowthnumber (float)

Ratio of growth of operating income.

operationRatios.9M.operationMarginnumber (float)

Refers to the ratio of operating income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Operating Income / Revenue.

operationRatios.9M.operationRevenueGrowth3MonthAvgnumber (float)

The growth in the company’s operating revenue on a percentage basis. Morningstar calculates the growth percentage based on the underlying operating revenue data reported in the Income Statement within the company filings or reports.

operationRatios.9M.pretaxMarginnumber (float)

Refers to the ratio of pretax income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Pretax Income / Revenue.

operationRatios.9M.quickRationumber (float)

Refers to the ratio of liquid assets to Current Liabilities. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports. ( Cash, Cash Equivalents, and ShortTerm Investments + Receivables ) / Current Liabilities.

operationRatios.9M.ROAnumber (float)

Net Income / Average Total Assets

operationRatios.9M.ROEnumber (float)

Net Income / Average Total Common Equity

operationRatios.9M.ROICnumber (float)

Net Income / (Total Equity + Long-term Debt and Capital Lease Obligation + Short-term Debt and Capital Lease Obligation)

operationRatios.9M.receivableTurnovernumber (float)

Revenue / Average Accounts Receivables

operationRatios.9M.revenueGrowthnumber (float)

The growth in the company’s revenue on a percentage basis. Morningstar calculates the growth percentage based on the underlying revenue data reported in the Income Statement within the company filings or reports.

operationRatios.9M.salesPerEmployeenumber (float)

Refers to the ratio of Revenue to Employees. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Revenue / Employee Number.

operationRatios.9M.taxRatenumber (float)

Refers to the ratio of tax provision to pretax income. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Tax Provision / Pretax Income. Valid only when positive pretax income, and positive tax expense (not tax benefit)

operationRatios.9M.totalDebtEquityRationumber (float)

Refers to the ratio of Current Debt and Long Term Debt to Common Equity. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports. (Current Debt And Current Capital Lease Obligation + Long-Term Debt And Long-Term Capital Lease Obligation / Common Equity. Common Equity = Total Shareholder’s Equity – Preferred Stock

operationRatios.6Mobject

Some periods might not include all fields

operationRatios.6M.periodstring-
operationRatios.6M.fiscalYearEndstring-
operationRatios.6M.reportTypestring-
operationRatios.6M.assetsTurnovernumber (float)

Revenue / Average Total Assets

operationRatios.6M.capExSalesRationumber (float)

Capital Expenditure / Revenue

operationRatios.6M.cashConversionCyclenumber (float)

Days In Inventory + Days In Sales – Days In Payment

operationRatios.6M.daysInInventorynumber (float)

365 / Inventory turnover

operationRatios.6M.daysInPaymentnumber (float)

365 / Payable turnover

operationRatios.6M.daysInSalesnumber (float)

365 / Receivable Turnover

operationRatios.6M.EBITDAMarginnumber (float)

Refers to the ratio of earnings before interest, taxes and depreciation and amortization to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports EBITDA / Revenue.

operationRatios.6M.EBITMarginnumber (float)

Refers to the ratio of earnings before interest and taxes to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports EBIT / Revenue.

operationRatios.6M.FCFNetIncomeRationumber (float)

Free Cash Flow / Net Income

operationRatios.6M.FCFSalesRationumber (float)

Free Cash flow / Revenue

operationRatios.6M.fixAssetTurnovernumber (float)

Revenue / Average PP&E

operationRatios.6M.grossMarginnumber (float)

Refers to the ratio of gross profit to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. (Revenue – Cost of Goods Sold) / Revenue.

operationRatios.6M.interestCoveragenumber (float)

Ratio used to determine how easily a company can pay their interest expenses on outstanding debt. T

operationRatios.6M.netIncomeContOpsGrowthnumber (float)

The growth in the company’s net income from continuing operations on a percentage basis. Morningstar calculates the growth percentage based on the underlying net income from continuing operations data reported in the Income Statement within the company filings or reports. This figure represents the rate of net income growth for parts of the business that will continue to generate revenue in the future.

operationRatios.6M.netIncomeGrowthnumber (float)

The growth in the company’s net income on a percentage basis. Morningstar calculates the growth percentage based on the underlying net income data reported in the Income Statement within the company filings or reports.

operationRatios.6M.netMarginnumber (float)

Refers to the ratio of net income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Net Income / Revenue.

operationRatios.6M.normalizedNetProfitMarginnumber (float)

Normalized Income / Total Revenue. A measure of profitability of the company calculated by finding Normalized Net Profit as a percentage of Total Revenues.

operationRatios.6M.operationIncomeGrowthnumber (float)

Ratio of growth of operating income.

operationRatios.6M.operationMarginnumber (float)

Refers to the ratio of operating income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Operating Income / Revenue.

operationRatios.6M.operationRevenueGrowth3MonthAvgnumber (float)

The growth in the company’s operating revenue on a percentage basis. Morningstar calculates the growth percentage based on the underlying operating revenue data reported in the Income Statement within the company filings or reports.

operationRatios.6M.pretaxMarginnumber (float)

Refers to the ratio of pretax income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Pretax Income / Revenue.

operationRatios.6M.quickRationumber (float)

Refers to the ratio of liquid assets to Current Liabilities. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports. ( Cash, Cash Equivalents, and ShortTerm Investments + Receivables ) / Current Liabilities.

operationRatios.6M.ROAnumber (float)

Net Income / Average Total Assets

operationRatios.6M.ROEnumber (float)

Net Income / Average Total Common Equity

operationRatios.6M.ROICnumber (float)

Net Income / (Total Equity + Long-term Debt and Capital Lease Obligation + Short-term Debt and Capital Lease Obligation)

operationRatios.6M.receivableTurnovernumber (float)

Revenue / Average Accounts Receivables

operationRatios.6M.revenueGrowthnumber (float)

The growth in the company’s revenue on a percentage basis. Morningstar calculates the growth percentage based on the underlying revenue data reported in the Income Statement within the company filings or reports.

operationRatios.6M.salesPerEmployeenumber (float)

Refers to the ratio of Revenue to Employees. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Revenue / Employee Number.

operationRatios.6M.taxRatenumber (float)

Refers to the ratio of tax provision to pretax income. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Tax Provision / Pretax Income. Valid only when positive pretax income, and positive tax expense (not tax benefit)

operationRatios.6M.totalDebtEquityRationumber (float)

Refers to the ratio of Current Debt and Long Term Debt to Common Equity. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports. (Current Debt And Current Capital Lease Obligation + Long-Term Debt And Long-Term Capital Lease Obligation / Common Equity. Common Equity = Total Shareholder’s Equity – Preferred Stock

operationRatios.1Yobject

Some periods might not include all fields

operationRatios.1Y.periodstring-
operationRatios.1Y.fiscalYearEndstring-
operationRatios.1Y.reportTypestring-
operationRatios.1Y.assetsTurnovernumber (float)

Revenue / Average Total Assets

operationRatios.1Y.capExSalesRationumber (float)

Capital Expenditure / Revenue

operationRatios.1Y.cashConversionCyclenumber (float)

Days In Inventory + Days In Sales – Days In Payment

operationRatios.1Y.daysInInventorynumber (float)

365 / Inventory turnover

operationRatios.1Y.daysInPaymentnumber (float)

365 / Payable turnover

operationRatios.1Y.daysInSalesnumber (float)

365 / Receivable Turnover

operationRatios.1Y.EBITDAMarginnumber (float)

Refers to the ratio of earnings before interest, taxes and depreciation and amortization to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports EBITDA / Revenue.

operationRatios.1Y.EBITMarginnumber (float)

Refers to the ratio of earnings before interest and taxes to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports EBIT / Revenue.

operationRatios.1Y.FCFNetIncomeRationumber (float)

Free Cash Flow / Net Income

operationRatios.1Y.FCFSalesRationumber (float)

Free Cash flow / Revenue

operationRatios.1Y.fixAssetTurnovernumber (float)

Revenue / Average PP&E

operationRatios.1Y.grossMarginnumber (float)

Refers to the ratio of gross profit to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. (Revenue – Cost of Goods Sold) / Revenue.

operationRatios.1Y.interestCoveragenumber (float)

Ratio used to determine how easily a company can pay their interest expenses on outstanding debt. T

operationRatios.1Y.netIncomeContOpsGrowthnumber (float)

The growth in the company’s net income from continuing operations on a percentage basis. Morningstar calculates the growth percentage based on the underlying net income from continuing operations data reported in the Income Statement within the company filings or reports. This figure represents the rate of net income growth for parts of the business that will continue to generate revenue in the future.

operationRatios.1Y.netIncomeGrowthnumber (float)

The growth in the company’s net income on a percentage basis. Morningstar calculates the growth percentage based on the underlying net income data reported in the Income Statement within the company filings or reports.

operationRatios.1Y.netMarginnumber (float)

Refers to the ratio of net income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Net Income / Revenue.

operationRatios.1Y.normalizedNetProfitMarginnumber (float)

Normalized Income / Total Revenue. A measure of profitability of the company calculated by finding Normalized Net Profit as a percentage of Total Revenues.

operationRatios.1Y.operationIncomeGrowthnumber (float)

Ratio of growth of operating income.

operationRatios.1Y.operationMarginnumber (float)

Refers to the ratio of operating income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Operating Income / Revenue.

operationRatios.1Y.operationRevenueGrowth3MonthAvgnumber (float)

The growth in the company’s operating revenue on a percentage basis. Morningstar calculates the growth percentage based on the underlying operating revenue data reported in the Income Statement within the company filings or reports.

operationRatios.1Y.pretaxMarginnumber (float)

Refers to the ratio of pretax income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Pretax Income / Revenue.

operationRatios.1Y.quickRationumber (float)

Refers to the ratio of liquid assets to Current Liabilities. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports. ( Cash, Cash Equivalents, and ShortTerm Investments + Receivables ) / Current Liabilities.

operationRatios.1Y.ROAnumber (float)

Net Income / Average Total Assets

operationRatios.1Y.ROEnumber (float)

Net Income / Average Total Common Equity

operationRatios.1Y.ROICnumber (float)

Net Income / (Total Equity + Long-term Debt and Capital Lease Obligation + Short-term Debt and Capital Lease Obligation)

operationRatios.1Y.receivableTurnovernumber (float)

Revenue / Average Accounts Receivables

operationRatios.1Y.revenueGrowthnumber (float)

The growth in the company’s revenue on a percentage basis. Morningstar calculates the growth percentage based on the underlying revenue data reported in the Income Statement within the company filings or reports.

operationRatios.1Y.salesPerEmployeenumber (float)

Refers to the ratio of Revenue to Employees. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Revenue / Employee Number.

operationRatios.1Y.taxRatenumber (float)

Refers to the ratio of tax provision to pretax income. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Tax Provision / Pretax Income. Valid only when positive pretax income, and positive tax expense (not tax benefit)

operationRatios.1Y.totalDebtEquityRationumber (float)

Refers to the ratio of Current Debt and Long Term Debt to Common Equity. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports. (Current Debt And Current Capital Lease Obligation + Long-Term Debt And Long-Term Capital Lease Obligation / Common Equity. Common Equity = Total Shareholder’s Equity – Preferred Stock

operationRatios.3Mobject

Some periods might not include all fields

operationRatios.3M.periodstring-
operationRatios.3M.fiscalYearEndstring-
operationRatios.3M.reportTypestring-
operationRatios.3M.assetsTurnovernumber (float)

Revenue / Average Total Assets

operationRatios.3M.capExSalesRationumber (float)

Capital Expenditure / Revenue

operationRatios.3M.cashConversionCyclenumber (float)

Days In Inventory + Days In Sales – Days In Payment

operationRatios.3M.daysInInventorynumber (float)

365 / Inventory turnover

operationRatios.3M.daysInPaymentnumber (float)

365 / Payable turnover

operationRatios.3M.daysInSalesnumber (float)

365 / Receivable Turnover

operationRatios.3M.EBITDAMarginnumber (float)

Refers to the ratio of earnings before interest, taxes and depreciation and amortization to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports EBITDA / Revenue.

operationRatios.3M.EBITMarginnumber (float)

Refers to the ratio of earnings before interest and taxes to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports EBIT / Revenue.

operationRatios.3M.FCFNetIncomeRationumber (float)

Free Cash Flow / Net Income

operationRatios.3M.FCFSalesRationumber (float)

Free Cash flow / Revenue

operationRatios.3M.fixAssetTurnovernumber (float)

Revenue / Average PP&E

operationRatios.3M.grossMarginnumber (float)

Refers to the ratio of gross profit to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. (Revenue – Cost of Goods Sold) / Revenue.

operationRatios.3M.interestCoveragenumber (float)

Ratio used to determine how easily a company can pay their interest expenses on outstanding debt. T

operationRatios.3M.netIncomeContOpsGrowthnumber (float)

The growth in the company’s net income from continuing operations on a percentage basis. Morningstar calculates the growth percentage based on the underlying net income from continuing operations data reported in the Income Statement within the company filings or reports. This figure represents the rate of net income growth for parts of the business that will continue to generate revenue in the future.

operationRatios.3M.netIncomeGrowthnumber (float)

The growth in the company’s net income on a percentage basis. Morningstar calculates the growth percentage based on the underlying net income data reported in the Income Statement within the company filings or reports.

operationRatios.3M.netMarginnumber (float)

Refers to the ratio of net income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Net Income / Revenue.

operationRatios.3M.normalizedNetProfitMarginnumber (float)

Normalized Income / Total Revenue. A measure of profitability of the company calculated by finding Normalized Net Profit as a percentage of Total Revenues.

operationRatios.3M.operationIncomeGrowthnumber (float)

Ratio of growth of operating income.

operationRatios.3M.operationMarginnumber (float)

Refers to the ratio of operating income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Operating Income / Revenue.

operationRatios.3M.operationRevenueGrowth3MonthAvgnumber (float)

The growth in the company’s operating revenue on a percentage basis. Morningstar calculates the growth percentage based on the underlying operating revenue data reported in the Income Statement within the company filings or reports.

operationRatios.3M.pretaxMarginnumber (float)

Refers to the ratio of pretax income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Pretax Income / Revenue.

operationRatios.3M.quickRationumber (float)

Refers to the ratio of liquid assets to Current Liabilities. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports. ( Cash, Cash Equivalents, and ShortTerm Investments + Receivables ) / Current Liabilities.

operationRatios.3M.ROAnumber (float)

Net Income / Average Total Assets

operationRatios.3M.ROEnumber (float)

Net Income / Average Total Common Equity

operationRatios.3M.ROICnumber (float)

Net Income / (Total Equity + Long-term Debt and Capital Lease Obligation + Short-term Debt and Capital Lease Obligation)

operationRatios.3M.receivableTurnovernumber (float)

Revenue / Average Accounts Receivables

operationRatios.3M.revenueGrowthnumber (float)

The growth in the company’s revenue on a percentage basis. Morningstar calculates the growth percentage based on the underlying revenue data reported in the Income Statement within the company filings or reports.

operationRatios.3M.salesPerEmployeenumber (float)

Refers to the ratio of Revenue to Employees. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Revenue / Employee Number.

operationRatios.3M.taxRatenumber (float)

Refers to the ratio of tax provision to pretax income. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Tax Provision / Pretax Income. Valid only when positive pretax income, and positive tax expense (not tax benefit)

operationRatios.3M.totalDebtEquityRationumber (float)

Refers to the ratio of Current Debt and Long Term Debt to Common Equity. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports. (Current Debt And Current Capital Lease Obligation + Long-Term Debt And Long-Term Capital Lease Obligation / Common Equity. Common Equity = Total Shareholder’s Equity – Preferred Stock

Structure (JSON)
{
  "9M": {
    "period": "string",
    "fiscalYearEnd": "string",
    "reportType": "string",
    "assetsTurnover": "number (float)",
    "capExSalesRatio": "number (float)",
    "cashConversionCycle": "number (float)",
    "daysInInventory": "number (float)",
    "daysInPayment": "number (float)",
    "daysInSales": "number (float)",
    "EBITDAMargin": "number (float)",
    "EBITMargin": "number (float)",
    "FCFNetIncomeRatio": "number (float)",
    "FCFSalesRatio": "number (float)",
    "fixAssetTurnover": "number (float)",
    "grossMargin": "number (float)",
    "interestCoverage": "number (float)",
    "netIncomeContOpsGrowth": "number (float)",
    "netIncomeGrowth": "number (float)",
    "netMargin": "number (float)",
    "normalizedNetProfitMargin": "number (float)",
    "operationIncomeGrowth": "number (float)",
    "operationMargin": "number (float)",
    "operationRevenueGrowth3MonthAvg": "number (float)",
    "pretaxMargin": "number (float)",
    "quickRatio": "number (float)",
    "ROA": "number (float)",
    "ROE": "number (float)",
    "ROIC": "number (float)",
    "receivableTurnover": "number (float)",
    "revenueGrowth": "number (float)",
    "salesPerEmployee": "number (float)",
    "taxRate": "number (float)",
    "totalDebtEquityRatio": "number (float)"
  },
  "6M": {
    "period": "string",
    "fiscalYearEnd": "string",
    "reportType": "string",
    "assetsTurnover": "number (float)",
    "capExSalesRatio": "number (float)",
    "cashConversionCycle": "number (float)",
    "daysInInventory": "number (float)",
    "daysInPayment": "number (float)",
    "daysInSales": "number (float)",
    "EBITDAMargin": "number (float)",
    "EBITMargin": "number (float)",
    "FCFNetIncomeRatio": "number (float)",
    "FCFSalesRatio": "number (float)",
    "fixAssetTurnover": "number (float)",
    "grossMargin": "number (float)",
    "interestCoverage": "number (float)",
    "netIncomeContOpsGrowth": "number (float)",
    "netIncomeGrowth": "number (float)",
    "netMargin": "number (float)",
    "normalizedNetProfitMargin": "number (float)",
    "operationIncomeGrowth": "number (float)",
    "operationMargin": "number (float)",
    "operationRevenueGrowth3MonthAvg": "number (float)",
    "pretaxMargin": "number (float)",
    "quickRatio": "number (float)",
    "ROA": "number (float)",
    "ROE": "number (float)",
    "ROIC": "number (float)",
    "receivableTurnover": "number (float)",
    "revenueGrowth": "number (float)",
    "salesPerEmployee": "number (float)",
    "taxRate": "number (float)",
    "totalDebtEquityRatio": "number (float)"
  },
  "1Y": {
    "period": "string",
    "fiscalYearEnd": "string",
    "reportType": "string",
    "assetsTurnover": "number (float)",
    "capExSalesRatio": "number (float)",
    "cashConversionCycle": "number (float)",
    "daysInInventory": "number (float)",
    "daysInPayment": "number (float)",
    "daysInSales": "number (float)",
    "EBITDAMargin": "number (float)",
    "EBITMargin": "number (float)",
    "FCFNetIncomeRatio": "number (float)",
    "FCFSalesRatio": "number (float)",
    "fixAssetTurnover": "number (float)",
    "grossMargin": "number (float)",
    "interestCoverage": "number (float)",
    "netIncomeContOpsGrowth": "number (float)",
    "netIncomeGrowth": "number (float)",
    "netMargin": "number (float)",
    "normalizedNetProfitMargin": "number (float)",
    "operationIncomeGrowth": "number (float)",
    "operationMargin": "number (float)",
    "operationRevenueGrowth3MonthAvg": "number (float)",
    "pretaxMargin": "number (float)",
    "quickRatio": "number (float)",
    "ROA": "number (float)",
    "ROE": "number (float)",
    "ROIC": "number (float)",
    "receivableTurnover": "number (float)",
    "revenueGrowth": "number (float)",
    "salesPerEmployee": "number (float)",
    "taxRate": "number (float)",
    "totalDebtEquityRatio": "number (float)"
  },
  "3M": {
    "period": "string",
    "fiscalYearEnd": "string",
    "reportType": "string",
    "assetsTurnover": "number (float)",
    "capExSalesRatio": "number (float)",
    "cashConversionCycle": "number (float)",
    "daysInInventory": "number (float)",
    "daysInPayment": "number (float)",
    "daysInSales": "number (float)",
    "EBITDAMargin": "number (float)",
    "EBITMargin": "number (float)",
    "FCFNetIncomeRatio": "number (float)",
    "FCFSalesRatio": "number (float)",
    "fixAssetTurnover": "number (float)",
    "grossMargin": "number (float)",
    "interestCoverage": "number (float)",
    "netIncomeContOpsGrowth": "number (float)",
    "netIncomeGrowth": "number (float)",
    "netMargin": "number (float)",
    "normalizedNetProfitMargin": "number (float)",
    "operationIncomeGrowth": "number (float)",
    "operationMargin": "number (float)",
    "operationRevenueGrowth3MonthAvg": "number (float)",
    "pretaxMargin": "number (float)",
    "quickRatio": "number (float)",
    "ROA": "number (float)",
    "ROE": "number (float)",
    "ROIC": "number (float)",
    "receivableTurnover": "number (float)",
    "revenueGrowth": "number (float)",
    "salesPerEmployee": "number (float)",
    "taxRate": "number (float)",
    "totalDebtEquityRatio": "number (float)"
  }
}

operationRatio: object

Some periods might not include all fields

PropertyTypeDescription
periodstring-
fiscalYearEndstring-
reportTypestring-
assetsTurnovernumber (float)

Revenue / Average Total Assets

capExSalesRationumber (float)

Capital Expenditure / Revenue

cashConversionCyclenumber (float)

Days In Inventory + Days In Sales – Days In Payment

daysInInventorynumber (float)

365 / Inventory turnover

daysInPaymentnumber (float)

365 / Payable turnover

daysInSalesnumber (float)

365 / Receivable Turnover

EBITDAMarginnumber (float)

Refers to the ratio of earnings before interest, taxes and depreciation and amortization to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports EBITDA / Revenue.

EBITMarginnumber (float)

Refers to the ratio of earnings before interest and taxes to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports EBIT / Revenue.

FCFNetIncomeRationumber (float)

Free Cash Flow / Net Income

FCFSalesRationumber (float)

Free Cash flow / Revenue

fixAssetTurnovernumber (float)

Revenue / Average PP&E

grossMarginnumber (float)

Refers to the ratio of gross profit to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. (Revenue – Cost of Goods Sold) / Revenue.

interestCoveragenumber (float)

Ratio used to determine how easily a company can pay their interest expenses on outstanding debt. T

netIncomeContOpsGrowthnumber (float)

The growth in the company’s net income from continuing operations on a percentage basis. Morningstar calculates the growth percentage based on the underlying net income from continuing operations data reported in the Income Statement within the company filings or reports. This figure represents the rate of net income growth for parts of the business that will continue to generate revenue in the future.

netIncomeGrowthnumber (float)

The growth in the company’s net income on a percentage basis. Morningstar calculates the growth percentage based on the underlying net income data reported in the Income Statement within the company filings or reports.

netMarginnumber (float)

Refers to the ratio of net income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Net Income / Revenue.

normalizedNetProfitMarginnumber (float)

Normalized Income / Total Revenue. A measure of profitability of the company calculated by finding Normalized Net Profit as a percentage of Total Revenues.

operationIncomeGrowthnumber (float)

Ratio of growth of operating income.

operationMarginnumber (float)

Refers to the ratio of operating income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Operating Income / Revenue.

operationRevenueGrowth3MonthAvgnumber (float)

The growth in the company’s operating revenue on a percentage basis. Morningstar calculates the growth percentage based on the underlying operating revenue data reported in the Income Statement within the company filings or reports.

pretaxMarginnumber (float)

Refers to the ratio of pretax income to revenue. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Pretax Income / Revenue.

quickRationumber (float)

Refers to the ratio of liquid assets to Current Liabilities. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports. ( Cash, Cash Equivalents, and ShortTerm Investments + Receivables ) / Current Liabilities.

ROAnumber (float)

Net Income / Average Total Assets

ROEnumber (float)

Net Income / Average Total Common Equity

ROICnumber (float)

Net Income / (Total Equity + Long-term Debt and Capital Lease Obligation + Short-term Debt and Capital Lease Obligation)

receivableTurnovernumber (float)

Revenue / Average Accounts Receivables

revenueGrowthnumber (float)

The growth in the company’s revenue on a percentage basis. Morningstar calculates the growth percentage based on the underlying revenue data reported in the Income Statement within the company filings or reports.

salesPerEmployeenumber (float)

Refers to the ratio of Revenue to Employees. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Revenue / Employee Number.

taxRatenumber (float)

Refers to the ratio of tax provision to pretax income. Morningstar calculates the ratio by using the underlying data reported in the company filings or reports. Tax Provision / Pretax Income. Valid only when positive pretax income, and positive tax expense (not tax benefit)

totalDebtEquityRationumber (float)

Refers to the ratio of Current Debt and Long Term Debt to Common Equity. Morningstar calculates the ratio by using the underlying data reported in the Balance Sheet within the company filings or reports. (Current Debt And Current Capital Lease Obligation + Long-Term Debt And Long-Term Capital Lease Obligation / Common Equity. Common Equity = Total Shareholder’s Equity – Preferred Stock

Structure (JSON)
{
  "period": "string",
  "fiscalYearEnd": "string",
  "reportType": "string",
  "assetsTurnover": "number (float)",
  "capExSalesRatio": "number (float)",
  "cashConversionCycle": "number (float)",
  "daysInInventory": "number (float)",
  "daysInPayment": "number (float)",
  "daysInSales": "number (float)",
  "EBITDAMargin": "number (float)",
  "EBITMargin": "number (float)",
  "FCFNetIncomeRatio": "number (float)",
  "FCFSalesRatio": "number (float)",
  "fixAssetTurnover": "number (float)",
  "grossMargin": "number (float)",
  "interestCoverage": "number (float)",
  "netIncomeContOpsGrowth": "number (float)",
  "netIncomeGrowth": "number (float)",
  "netMargin": "number (float)",
  "normalizedNetProfitMargin": "number (float)",
  "operationIncomeGrowth": "number (float)",
  "operationMargin": "number (float)",
  "operationRevenueGrowth3MonthAvg": "number (float)",
  "pretaxMargin": "number (float)",
  "quickRatio": "number (float)",
  "ROA": "number (float)",
  "ROE": "number (float)",
  "ROIC": "number (float)",
  "receivableTurnover": "number (float)",
  "revenueGrowth": "number (float)",
  "salesPerEmployee": "number (float)",
  "taxRate": "number (float)",
  "totalDebtEquityRatio": "number (float)"
}

alphaBeta: object

PropertyTypeDescription
result[].alphaBeta.60Mobject-
result[].alphaBeta.60M.periodstring-
result[].alphaBeta.60M.asOfstring-
result[].alphaBeta.60M.alphanumber (double)-
result[].alphaBeta.60M.betanumber (double)-
result[].alphaBeta.120Mobject-
result[].alphaBeta.120M.periodstring-
result[].alphaBeta.120M.asOfstring-
result[].alphaBeta.120M.alphanumber (double)-
result[].alphaBeta.120M.betanumber (double)-
result[].alphaBeta.36Mobject-
result[].alphaBeta.36M.periodstring-
result[].alphaBeta.36M.asOfstring-
result[].alphaBeta.36M.alphanumber (double)-
result[].alphaBeta.36M.betanumber (double)-
Structure (JSON)
{
  "60M": {
    "period": "string",
    "asOf": "string",
    "alpha": "number (double)",
    "beta": "number (double)"
  },
  "120M": {
    "period": "string",
    "asOf": "string",
    "alpha": "number (double)",
    "beta": "number (double)"
  },
  "36M": {
    "period": "string",
    "asOf": "string",
    "alpha": "number (double)",
    "beta": "number (double)"
  }
}

alphaBetaObj: object

PropertyTypeDescription
periodstring-
asOfstring-
alphanumber (double)-
betanumber (double)-
Structure (JSON)
{
  "period": "string",
  "asOf": "string",
  "alpha": "number (double)",
  "beta": "number (double)"
}

financials: object[]

Structure (JSON)
[
  {
    "asOf": "string",
    "period": "string",
    "reportType": "string",
    "aorOrRestate": "string",
    "balanceSheet": {
      "id": {
        "companyId": "string",
        "asOf": "string",
        "reportType": "string",
        "period": "string",
        "aorOrRestate": "string"
      },
      "fiscalYearEnd": "integer",
      "currencyId": "string",
      "isCalculated": "boolean",
      "periodEndingDate": "string",
      "accountsPayable": "integer",
      "accountsReceivable": "integer",
      "currentAccruedExpences": "integer",
      "accumulateDepreciation": "integer",
      "additionalPaidInCapital": "integer",
      "capitalStock": "integer",
      "cashAndCashEquivalents": "integer",
      "cashCashEquivalentAndMarketableSecurities": "integer",
      "commonStock": "integer",
      "currentAssets": "integer",
      "currentDebtAndCapitalLeaseOblication": "integer",
      "currentLiabilities": "integer",
      "currentCapitalLeaseObligation": "integer",
      "nonCurrentDeferredLiabilities": "integer",
      "currentDeferredLiabilities": "integer",
      "currentDeferredRevenue": "integer",
      "nonCurrentDeferredRevenue": "integer",
      "grossPpe": "integer",
      "inventory": "integer",
      "longTermDebt": "integer"
    }
  }
]

financial: object

PropertyTypeDescription
asOfstring-
periodstring-
reportTypestring-
aorOrRestatestring-
balanceSheetobject-
balanceSheet.idobject-
balanceSheet.id.companyIdstring-
balanceSheet.id.asOfstring-
balanceSheet.id.reportTypestring-
balanceSheet.id.periodstring-
balanceSheet.id.aorOrRestatestring-
balanceSheet.fiscalYearEndinteger-
balanceSheet.currencyIdstring-
balanceSheet.isCalculatedboolean-
balanceSheet.periodEndingDatestring

The exact date that is given in the financial statements for each quarter’s end.

balanceSheet.accountsPayableinteger

Any money that a company owes its suppliers for goods and services purchased on credit and is expected to pay within the next year or operating cycle.

balanceSheet.accountsReceivableinteger

Accounts owed to a company by customers within a year as a result of exchanging goods or services on credit.

balanceSheet.currentAccruedExpencesinteger

An expense recognized before it is paid for. Includes compensation, interest, pensions and all other miscellaneous accruals reported by the company. Expenses incurred during the accounting period, but not required to be paid until a later date.

balanceSheet.accumulateDepreciationinteger

The cumulative amount of wear and tear or obsolescence charged against the fixed assets of a company.

balanceSheet.additionalPaidInCapitalinteger

Excess of issue price over par or stated value of the entity's capital stock and amounts received from other transactions involving the entity's stock or stockholders. Includes adjustments to additional paid in capital. There are two major categories of additional paid in capital- 1) Paid in capital in excess of par/stated value, which is the difference between the actual issue price of the shares and the shares’ par/stated value. 2) Paid in capital from other transactions which includes treasury stock, retirement of stock, stock dividends recorded at market, lapse of stock purchase warrants, conversion of convertible bonds in excess of the par value of the stock, and any other additional capital from the company’s own stock transactions.

balanceSheet.capitalStockinteger

The total amount of stock authorized for issue by a corporation, including common and preferred stock.

balanceSheet.cashAndCashEquivalentsinteger

Includes unrestricted cash on hand, money market instruments and other debt securities which can be converted to cash immediately.

balanceSheet.cashCashEquivalentAndMarketableSecuritiesinteger

The aggregate amount of cash, cash equivalents, and marketable securities.

balanceSheet.commonStockinteger

Common stock (all issues) at par value, as reported within the Stockholder’s Equity section of the balance sheet; i.e. it is one component of Common Stockholder’s Equity

balanceSheet.currentAssetsinteger

The total amount of assets considered to be convertible into cash within a relatively short period of time, usually a year.

balanceSheet.currentDebtAndCapitalLeaseOblicationinteger

All borrowings due within one year including current portions of long-term debt and capital leases as well as short-term debt such as bank loans and commercial paper.

balanceSheet.currentLiabilitiesinteger

The debts or obligations of the firm that are due within one year.

balanceSheet.currentCapitalLeaseObligationinteger

Represents the total amount of long-term capital leases that must be paid within the next accounting period. Capital lease obligations are contractual obligations that arise from obtaining the use of property or equipment via a capital lease contract.

balanceSheet.nonCurrentDeferredLiabilitiesinteger

Represents the non-current portion of obligations, which is a liability that usually would have been paid but is now past due.

balanceSheet.currentDeferredLiabilitiesinteger

Represents the current portion of obligations, which is a liability that usually would have been paid but is now past due.

balanceSheet.currentDeferredRevenueinteger

Represents collections of cash or other assets related to revenue producing activity for which revenue has not yet been recognized. Generally, an entity records deferred revenue when it receives consideration from a customer before achieving certain criteria that must be met for revenue to be recognized in conformity with GAAP. It can be either current or non-current item. Also called unearned revenue.

balanceSheet.nonCurrentDeferredRevenueinteger

The non-current portion of deferred revenue amount as of the balance sheet date. Deferred revenue is a liability related to revenue producing activity for which revenue has not yet been recognized, and is not expected be recognized in the next twelve months.

balanceSheet.grossPpeinteger

Carrying amount at the balance sheet date for long-lived physical assets used in the normal conduct of business and not intended for resale. This can include land, physical structures, machinery, vehicles, furniture, computer equipment, construction in progress, and similar items. Amount does not include depreciation.

balanceSheet.inventoryinteger

A company's merchandise, raw materials, and finished and unfinished products which have not yet been sold.

balanceSheet.longTermDebtinteger

Sum of the carrying values as of the balance sheet date of all long-term debt, which is debt initially having maturities due after one year or beyond the operating cycle, if longer, but excluding the portions thereof scheduled to be repaid within one year or the normal operating cycle, if longer. Long-term debt includes notes payable, bonds payable, mortgage loans, convertible debt, subordinated debt and other types of long term debt.

Structure (JSON)
{
  "asOf": "string",
  "period": "string",
  "reportType": "string",
  "aorOrRestate": "string",
  "balanceSheet": {
    "id": {
      "companyId": "string",
      "asOf": "string",
      "reportType": "string",
      "period": "string",
      "aorOrRestate": "string"
    },
    "fiscalYearEnd": "integer",
    "currencyId": "string",
    "isCalculated": "boolean",
    "periodEndingDate": "string",
    "accountsPayable": "integer",
    "accountsReceivable": "integer",
    "currentAccruedExpences": "integer",
    "accumulateDepreciation": "integer",
    "additionalPaidInCapital": "integer",
    "capitalStock": "integer",
    "cashAndCashEquivalents": "integer",
    "cashCashEquivalentAndMarketableSecurities": "integer",
    "commonStock": "integer",
    "currentAssets": "integer",
    "currentDebtAndCapitalLeaseOblication": "integer",
    "currentLiabilities": "integer",
    "currentCapitalLeaseObligation": "integer",
    "nonCurrentDeferredLiabilities": "integer",
    "currentDeferredLiabilities": "integer",
    "currentDeferredRevenue": "integer",
    "nonCurrentDeferredRevenue": "integer",
    "grossPpe": "integer",
    "inventory": "integer",
    "longTermDebt": "integer"
  }
}