/
fundamentals-v2.yml
1414 lines (1414 loc) · 53.5 KB
/
fundamentals-v2.yml
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
560
561
562
563
564
565
566
567
568
569
570
571
572
573
574
575
576
577
578
579
580
581
582
583
584
585
586
587
588
589
590
591
592
593
594
595
596
597
598
599
600
601
602
603
604
605
606
607
608
609
610
611
612
613
614
615
616
617
618
619
620
621
622
623
624
625
626
627
628
629
630
631
632
633
634
635
636
637
638
639
640
641
642
643
644
645
646
647
648
649
650
651
652
653
654
655
656
657
658
659
660
661
662
663
664
665
666
667
668
669
670
671
672
673
674
675
676
677
678
679
680
681
682
683
684
685
686
687
688
689
690
691
692
693
694
695
696
697
698
699
700
701
702
703
704
705
706
707
708
709
710
711
712
713
714
715
716
717
718
719
720
721
722
723
724
725
726
727
728
729
730
731
732
733
734
735
736
737
738
739
740
741
742
743
744
745
746
747
748
749
750
751
752
753
754
755
756
757
758
759
760
761
762
763
764
765
766
767
768
769
770
771
772
773
774
775
776
777
778
779
780
781
782
783
784
785
786
787
788
789
790
791
792
793
794
795
796
797
798
799
800
801
802
803
804
805
806
807
808
809
810
811
812
813
814
815
816
817
818
819
820
821
822
823
824
825
826
827
828
829
830
831
832
833
834
835
836
837
838
839
840
841
842
843
844
845
846
847
848
849
850
851
852
853
854
855
856
857
858
859
860
861
862
863
864
865
866
867
868
869
870
871
872
873
874
875
876
877
878
879
880
881
882
883
884
885
886
887
888
889
890
891
892
893
894
895
896
897
898
899
900
901
902
903
904
905
906
907
908
909
910
911
912
913
914
915
916
917
918
919
920
921
922
923
924
925
926
927
928
929
930
931
932
933
934
935
936
937
938
939
940
941
942
943
944
945
946
947
948
949
950
951
952
953
954
955
956
957
958
959
960
961
962
963
964
965
966
967
968
969
970
971
972
973
974
975
976
977
978
979
980
981
982
983
984
985
986
987
988
989
990
991
992
993
994
995
996
997
998
999
1000
openapi: 3.0.1
info:
title: Fundamentals v2 (Deprecated)
description: Get financials, earnings ratios, financial ratios, and company data.
version: "2.0"
servers:
- url: https://api.benzinga.com/api/v2
- url: http://api.benzinga.com/api/v2
security:
- token: []
paths:
/fundamentals:
get:
summary: Get valuation ratios, earning ratios, operation ratios, balance sheet
parameters:
- name: accept
in: header
description: Specifies return format
schema:
type: string
enum:
- application/json
- application/xml (deprecated)
- name: symbols
in: query
description: One or more stock ticker symbol in comma separated list specifies
company data to return
schema:
type: string
format: csv
- name: cik
in: query
description: One or more cik identifier in comma separated list specifies
company data to return
schema:
type: string
format: csv
- name: asOf
in: query
description: Return results for dates greater than or equal date specified
in this parameter
schema:
type: string
format: YYYY-MM-DD
responses:
200:
description: An object including a response array containing an array of
objects containing company data
content:
application/json:
schema:
$ref: '#/components/schemas/FundamentalsResponse'
application/xml (deprecated):
schema:
$ref: '#/components/schemas/FundamentalsResponse'
/fundamentals/valuationRatios:
get:
summary: Returns the valuation ratios
parameters:
- name: accept
in: header
description: Specifies return format
schema:
type: string
enum:
- application/json
- application/xml (deprecated)
- name: symbols
in: query
description: One or more stock ticker symbol in comma separated list specifies
company data to return
schema:
type: string
format: csv
- name: cik
in: query
description: One or more cik identifier in comma separated list specifies
company data to return
schema:
type: string
format: csv
- name: asOf
in: query
description: Return results for dates greater than or equal date specified
in this parameter
schema:
type: string
format: YYYY-MM-DD
responses:
200:
description: An object including a response that includes valuationRatio
data
content:
application/json:
schema:
$ref: '#/components/schemas/FundamentalsValuationRatiosResponse'
application/xml (deprecated):
schema:
$ref: '#/components/schemas/FundamentalsValuationRatiosResponse'
/fundamentals/earningRatios:
get:
summary: Returns the earning ratios
parameters:
- name: accept
in: header
description: Specifies return format
schema:
type: string
enum:
- application/json
- application/xml (deprecated)
- name: symbols
in: query
description: One or more stock ticker symbol in comma separated list specifies
company data to return
schema:
type: string
format: csv
- name: cik
in: query
description: One or more cik identifier in comma separated list specifies
company data to return
schema:
type: string
format: csv
- name: asOf
in: query
description: Return results for dates greater than or equal date specified
in this parameter
schema:
type: string
format: YYYY-MM-DD
responses:
200:
description: An object including a response that includes valuationRatio
data
content:
application/json:
schema:
$ref: '#/components/schemas/FundamentalsEarningRatiosResponse'
application/xml (deprecated):
schema:
$ref: '#/components/schemas/FundamentalsEarningRatiosResponse'
/fundamentals/operationRatios:
get:
summary: Returns the operation ratios
parameters:
- name: accept
in: header
description: Specifies return format
schema:
type: string
enum:
- application/json
- application/xml (deprecated)
- name: symbols
in: query
description: One or more stock ticker symbol in comma separated list specifies
company data to return
schema:
type: string
format: csv
- name: cik
in: query
description: One or more cik identifier in comma separated list specifies
company data to return
schema:
type: string
format: csv
- name: asOf
in: query
description: Return results for dates greater than or equal date specified
in this parameter
schema:
type: string
format: YYYY-MM-DD
responses:
200:
description: An object including a response that includes operationRatio
data
content:
application/json:
schema:
$ref: '#/components/schemas/FundamentalsOperationRatiosResponse'
application/xml (deprecated):
schema:
$ref: '#/components/schemas/FundamentalsOperationRatiosResponse'
/fundamentals/financials:
get:
summary: Get the balance sheet and cashflow statement for a company. Although
symbols, and cik are technically optional, if no parameters are included with
the response, the result will be empty
parameters:
- name: accept
in: header
description: Specifies return format
schema:
type: string
enum:
- application/json
- application/xml (deprecated)
- name: symbols
in: query
description: One or more stock ticker symbol in comma separated list specifies
company data to return
schema:
type: string
format: csv
- name: cik
in: query
description: One or more cik identifier in comma separated list specifies
company data to return
schema:
type: string
format: csv
- name: asOf
in: query
description: Return results for dates greater than or equal date specified
in this parameter
schema:
type: string
format: YYYY-MM-DD
- name: period
in: query
description: Specifies the time period of the returned results
schema:
type: string
default: ALL
enum:
- 3M
- 6M
- 9M
- 12M
- 1Y
- ALL
- TTM
- name: reportType
in: query
description: TTM, A (as originally reported), R (restated). P (Preliminary
anouncements)
schema:
type: string
default: A
enum:
- TTM
- A
- R
- P
responses:
200:
description: An object including a response array containing an array of
objects containing company data
content:
application/json:
schema:
$ref: '#/components/schemas/FundamentalsFinancialsResponse'
application/xml (deprecated):
schema:
$ref: '#/components/schemas/FundamentalsFinancialsResponse'
components:
schemas:
FundamentalsResponse:
type: object
properties:
result:
type: array
items:
type: object
properties:
company:
$ref: '#/components/schemas/company'
companyProfile:
$ref: '#/components/schemas/companyProfile'
shareClass:
$ref: '#/components/schemas/shareClass'
earningsReports:
$ref: '#/components/schemas/earningsReports'
financialStatements:
$ref: '#/components/schemas/financialStatements'
valuationRatios:
$ref: '#/components/schemas/valuationRatios'
operationRatios:
$ref: '#/components/schemas/operationRatios'
alphaBeta:
$ref: '#/components/schemas/alphaBeta'
processingTimeMillis:
type: integer
FundamentalsEarningRatiosResponse:
type: object
properties:
result:
type: array
items:
$ref: '#/components/schemas/EarningRatiosObj'
processingTimeMillis:
type: integer
EarningRatiosObj:
type: object
properties:
company:
$ref: '#/components/schemas/company'
earningRatios:
type: array
items:
type: object
properties:
id:
type: object
properties:
shareClassId:
type: string
asOf:
type: string
format: YYY-MM-DD
reportType:
type: string
period:
type: string
aorOrRestate:
type: string
fiscalYearEnd:
type: integer
dilutedEpsGrowth:
type: number
description: 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.
format: float
dilutedConstEpsGrowth:
type: number
description: 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.
format: float
dpsGrowth:
type: number
description: 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.
format: float
equityPerShareGrowth:
type: number
description: 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.
format: float
symbol:
type: string
idType:
type: string
id:
type: string
FundamentalsValuationRatiosResponse:
type: object
properties:
result:
type: array
items:
$ref: '#/components/schemas/ValuationRatiosObj'
ValuationRatiosObj:
type: object
properties:
valuationRatios:
type: array
items:
$ref: '#/components/schemas/ValuationRatio'
ValuationRatio:
type: object
properties:
id:
type: object
properties:
shareClassId:
type: string
date:
type: string
format: YYYY-MM-DD
payoutRatio:
type: number
description: Dividend per share / Diluted earning per share
format: float
sustainableGrowthRate:
type: number
description: ROE * (1 – Payout Ratio)
format: float
cashReturn:
type: number
description: 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.
format: float
salesPerShare:
type: number
description: Sales / Average Diluted Shares Outstanding
format: float
bookValuePerShare:
type: number
description: Common Shareholder’s Equity / Diluted Shares Outstanding
format: float
cfoPerShare:
type: number
description: Cash Flow from Operations / Average Diluted Shares Outstanding
format: float
fcfPerShare:
type: number
description: Free Cash Flow / Average Diluted Shares Outstanding
format: float
earningYield:
type: number
description: Diluted EPS / Price
format: float
peRatio:
type: number
description: 1 / Earnings Yield. If result is negative, then null
format: float
salesYield:
type: number
description: SalesPerShare / Price
format: float
psRatio:
type: number
description: 1 / SalesYield. If result is negative, then null
format: float
bookValueYield:
type: number
description: BookValuePerShare / Price
format: float
pbRatio:
type: number
description: 1 / BookValueYield. If result is negative, then null
format: float
cfYield:
type: number
description: CFOPerShare / Price
format: float
pcfRatio:
type: number
description: 1 / CFYield If result is negative, then null
format: float
fcfYield:
type: number
description: FCFPerShare / Price
format: float
fcfRatio:
type: number
description: 1 / FCFYield If result is negative, then null
format: float
trailingDividendYield:
type: number
description: The opposite of forward divident yield
format: float
forwardDividendYield:
type: number
description: (Current Dividend Per Share * Payout Frequency) / Price
format: float
forwardEarningYield:
type: number
description: 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.
format: float
forwardPeRatio:
type: number
description: 1 / ForwardEarningYield If result is negative, then null
format: float
pegRatio:
type: number
description: ForwardPERatio / Long-term Average Earning Growth Rate
format: float
pegPayback:
type: number
description: 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.
format: float
tangibleBookValuePerShare:
type: number
description: The company’s total book value less the value of any intangible
assets dividend by number of shares.
format: float
tangibleBvPerShare3YrAvg:
type: number
description: The three year average for tangible book value per share.
format: float
tangibleBvPerShare5YrAvg:
type: number
description: The five year average for tangible book value per share.
format: float
forwardDividend:
type: number
description: Estimation of a year's dividend expressed as a percentage of
current stock price.
format: float
workingCapitalPerShare:
type: number
description: (Current Assets – Current Liabilities)/number of shares
format: float
workingCapitalPerShare3YrAvg:
type: number
description: The three year average for working capital per share.
format: float
workingCapitalPerShare5YrAvg:
type: number
description: The five year average for working capital per share.
format: float
evToEbitda:
type: number
description: A financial ratio that measures a company's return on investment
(ROI).
format: float
buyBackYield:
type: number
description: Ratio of outstanding shares that reduces the number of its
shares on the open market.
format: float
totalYield:
type: number
description: Ratio of dividend yield plus the net share buyback percentage.
format: float
ratioPe5YearAverage:
type: number
description: Average ratio of price to earnings yield over five years.
format: float
priceChange1M:
type: number
description: Change in price
format: float
normalizedPeRatio:
type: number
description: Smoothed ratio of price to earnings using a formula that normalizes
the volatility.
format: float
pricetoEbitda:
type: number
description: Ratio of stock price to per share Earnings Before Interest,
Taxes, Depreciation and Amortization.
format: float
FundamentalsOperationRatiosResponse:
type: object
properties:
result:
type: array
items:
$ref: '#/components/schemas/OperationRatiosObj'
OperationRatiosObj:
type: object
properties:
company:
$ref: '#/components/schemas/company'
operationRatios:
type: object
properties:
3M:
$ref: '#/components/schemas/operationRatio'
6M:
$ref: '#/components/schemas/operationRatio'
9M:
$ref: '#/components/schemas/operationRatio'
1Y:
$ref: '#/components/schemas/operationRatio'
FundamentalsFinancialsResponse:
type: object
properties:
result:
type: array
items:
type: object
properties:
company:
$ref: '#/components/schemas/company'
financials:
$ref: '#/components/schemas/financials'
company:
type: object
properties:
primarySymbol:
type: string
primaryExchange:
type: string
cik:
type: string
valoren:
type: string
sedol:
type: string
standardName:
type: string
companyProfile:
type: object
properties:
companyStatus:
type: string
description: Status of company
countryId:
type: string
description: Identifier of country the company HQ is based.
fiscalYearEnd:
type: string
description: The Month of the company’s latest fiscal year.
shortName:
type: string
description: Abbreviated name of company
standardName:
type: string
description: Standard name of company
address1:
type: string
description: Address of company HQ
city:
type: string
description: City of company HQ
country:
type: string
description: Country of company HQ.
fax:
type: string
description: Fax number of company
homepage:
type: string
description: Url of company website
phone:
type: string
description: Phone number of company
postalCode:
type: string
description: Postal code of company HQ
province:
type: string
description: Province of company HQ
legalName:
type: string
description: Legal name of company
shortDescription:
type: string
description: Short description of company
longDescription:
type: string
description: Long description of company
shareClass:
type: object
properties:
currency:
type: string
ipoDate:
type: string
format: Unix timestamp
isDepositaryRecipt:
type: boolean
isPrimary:
type: boolean
securityType:
type: string
enterpriseValue:
type: integer
marketCap:
type: integer
earningsReports:
type: object
properties:
6M:
$ref: '#/components/schemas/earningsReport'
3M:
$ref: '#/components/schemas/earningsReport'
12M:
$ref: '#/components/schemas/earningsReport'
earningsReport:
type: object
properties:
period:
type: string
asOf:
type: string
reportType:
type: string
currency:
type: string
fiscalYearEnd:
type: string
basicContinuousOperations:
type: number
description: 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.
format: float
continuingAndDiscontinuedBasicEPS:
type: number
description: Basic EPS from Continuing Operations plus Basic EPS from Discontinued
Operations.
format: float
continuingAndDiscontinuedDilutedEPS:
type: number
description: Diluted EPS from Continuing Operations plus Diluted EPS from
Discontinued Operations.
format: double
dilutedAverageShares:
type: integer
description: 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.
format: int64
dilutedContinuousOperations:
type: integer
description: 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.
format: int64
dilutedEPS:
type: number
description: 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.
format: float
dividendPerShare:
type: number
description: 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
format: float
basicAverageShares:
type: integer
description: 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.
format: int64
financialStatements:
type: object
properties:
6M:
$ref: '#/components/schemas/financialStatement'
3M:
$ref: '#/components/schemas/financialStatement'
12M:
$ref: '#/components/schemas/financialStatement'
financialStatement:
type: object
properties:
cashFlowStatement:
type: object
properties:
income:
type: integer
format: int64
changeInReceivables:
type: integer
description: The increase or decrease between periods of the receivables.
Receivables are amounts due to be paid to the company from clients
and other.
format: int64
changesInAccountReceivables:
type: integer
description: The increase or decrease between periods of the accounts
receivables.
format: int64
changeInInventory:
type: integer
description: 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.
format: int64
changeInOtherWorkingCapital:
type: integer
description: The increase or decrease between periods of the other working
capital.
format: int64
capitalExpenditure:
type: integer
description: 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.
format: int64
jcashDividendsPaid:
type: integer
description: 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.
format: int64
freeCashFlow:
type: integer
description: Cash Flow Operations plus Capital Expenditures.
format: int64
financingCashFlow:
type: integer
description: The net cash inflow (outflow) from financing activity for
the period, which involve changes to the long-term liabilities and
stockholders’ equity.
format: int64
changesInCash:
type: integer
description: The net change between the beginning and ending balance
of cash and cash equivalents.
format: int64
asOf:
type: string
format: YYYYMMDD
incomeStatement:
type: object
properties:
revenue:
type: integer
format: int64
costOfRevenue:
type: integer
description: 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
format: int64
grossProfit:
type: integer
description: 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.
format: int64
researchAndDevelopment:
type: integer
description: The aggregate amount of research and development expenses.
format: int64
EBITDA:
type: integer
description: Earnings minus expenses (excluding interest, tax, depreciation,
and amortization expenses).
format: int64
operatingIncome:
type: integer
description: Income from normal business operations after deducting
cost of revenue and operating expenses. It does not include income
from any investing activities.
format: int64
sellingGeneralAndAdministration:
type: integer
description: 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).
format: int64
netIncomeContinuousOperations:
type: integer
description: 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.
format: int64
otherIncomeExpense:
type: integer
description: Income or expense that comes from miscellaneous sources.
format: int64
netIncome:
type: integer
description: 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.
format: int64
netIncomeCommonStockholders:
type: integer
description: Net income minus the preferred dividends paid as presented
in the Income Statement.
format: int64
valuationRatios:
type: object
properties:
bookValuePerShare:
type: number
description: Common Shareholder’s Equity / Diluted Shares Outstanding
format: float
bookValueYield:
type: number
description: BookValuePerShare / Price
format: float
CFYield:
type: number
description: CFOPerShare / Price
format: float
cashReturn:
type: number
description: 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]
format: float
dividendYield:
type: number
description: Dividends Per Share over the trailing 12 months / Price
format: float
earningYield:
type: number
description: Diluted EPS / Price
format: float
FCFPerShare:
type: number
description: Free Cash Flow / Average Diluted Shares Outstanding
format: float
FCFRatio:
type: number
description: 1 / FCFYield. If result is negative, then null
format: float
FCFYield:
type: number
description: FCFPerShare / Price
format: float
forwardEarningYield:
type: number
description: 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.
format: float
forwardPERatio:
type: number
description: 1 / ForwardEarningYield. If result is negative, then null
format: float
PBRatio:
type: number
description: 1 / BookValueYield. If result is negative, then null
format: float
PCFRatio:
type: number
description: 1 / CFYield. If result is negative, then null
format: float
PEGPayback:
type: number
description: 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
format: float
PERatio:
type: number
description: 1 / Earnings Yield. If result is negative, then null
format: float
PSRatio:
type: number
description: 1 / SalesYield. If result is negative, then null
format: float
payoutRatio:
type: number
description: Dividend per share / Diluted earning per share
format: float
salesPerShare:
type: number
description: Sales / Average Diluted Shares Outstanding
format: float
salesYield:
type: number
description: SalesPerShare / Price
format: float
sustainableGrowthRate:
type: number
description: ROE * (1 – Payout Ratio)
format: float
operationRatios:
type: object
properties:
9M:
$ref: '#/components/schemas/operationRatio'
6M:
$ref: '#/components/schemas/operationRatio'
1Y:
$ref: '#/components/schemas/operationRatio'
3M: