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fundamentals-v2.yml
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fundamentals-v2.yml
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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: