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POST
/
v1
/
businesses
/
financial_indicators
/
enrich
Financial Indicators
curl --request POST \
  --url https://api.explorium.ai/v1/businesses/financial_indicators/enrich \
  --header 'Content-Type: application/json' \
  --header 'api_key: <api-key>' \
  --data '{
  "request_context": {},
  "parameters": {
    "date": "2023-11-07T05:31:56Z"
  },
  "business_id": "<string>"
}'
{
  "response_context": {
    "correlation_id": "<string>",
    "request_status": "success",
    "time_took_in_seconds": 123
  },
  "data": {
    "asset_turnover": 123,
    "cagr": 123,
    "cogs": 123,
    "earnings_surprises": {},
    "ebitda": 123,
    "enterprise_value_over_ebitda": 123,
    "leadership": [
      {}
    ],
    "peer_companies": {},
    "price_earnings_ratio": 123,
    "revenue_yearly": 123,
    "roa": 123,
    "roc": 123,
    "sg_and_a": 123,
    "tsr_1y": 123,
    "tsr_3y": 123,
    "tsr_5y": 123,
    "working_capital": 123
  },
  "entity_id": "<string>"
}

Description

The Financial Metrics Enrichment endpoint provides key financial indicators for publicly traded companies worldwide. This dataset helps users analyze a company’s financial performance, stability, and investment potential. By querying with a business_id, users can retrieve both current and historical financial data spanning up to 20 years. This data includes:
  • Annual and quarterly revenue
  • Return on capital
  • Total shareholder return
  • Profitability ratios
  • Market valuation metrics
The data is sourced from trusted financial institutions such as the SEC (Securities and Exchange Commission), NYSE, NASDAQ, AMEX, EURONEXT, and TSX.
  • Input: Provide a business_id obtained from the Match Businesses API.
  • Processing: The system retrieves financial indicators from global stock exchanges and regulatory filings.
  • Output: A structured response with financial metrics relevant to the selected business.
  • Use financial metrics to assess company growth trends and investment risks.
  • Combine financial data with firmographics for a full-picture company analysis.
  • Leverage historical data to compare performance over different market cycles.
  • Cross-reference stock market insights with company ratings and workforce trends for a deeper analysis.
SignalAPINameDescriptionData Type
asset_turnoverAsset turnoverThe company’s quarterly ratio between the total sales or revenue, and the average company assets. Numbers are displayed in the currency of the country where the company is legally registered.float
cagrRevenue CAGRThe company’s revenue compound annual growth rate. It is calculated by dividing the yearly fiscal revenue by the previous fiscal year revenue and subtracting by 1. Both figures appear on the company’s annual reports. This feature is calculated only per year, so it will not take into account the date that was specified in the input query. The calculations are based on the currency of the country where the company is legally registered.float
cogsCOGSCost of goods sold (COGS) refers to the direct costs of producing the goods sold by a company. This amount includes the cost of the materials and labor directly used to create the good. Cost of goods sold is also referred to as ‘cost of sales.’ Formula: quarterly_revenue / gross_profit quarterly_revenue, gross_profit - taken from company’s quarterly reportfloat
earnings_surprisesEarning surpriseThe company’s earning surprise occurs when a company reports figures that are drastically different from the stock market estimates, and is calculated per quarter. This feature will display both the estimated earning per share and the actual earning per share. Numbers are displayed in the currency of the country where the company is legally registered.object
ebitdaQuarterly EBITDAThe company’s reported earnings before interest, taxes, depreciation, and amortization. Calculations are based on the currency of the country where the company is legally registered.float
enterprise_value_over_ebditaQuarterly valuation multiples (EV / EBITDA)Enterprise multiple, also known as the EV-to-EBITDA multiple, is a ratio used to determine the value of a company. It is computed by dividing enterprise value by EBITDA. The enterprise multiple takes into account a company’s debt and cash levels in addition to its stock price and relates that value to the firm’s cash profitability. Enterprise multiples can vary depending on the industry. Higher enterprise multiples are expected in high-growth industries and lower multiples in industries with slow growth. Calculated based on quarter values.float
leadershipLeadershipKey executives are the people at the top of a company who make critical decisions that affect the company. We keep track of who they are, what their titles are, and how much money they make.array
peer_companiesPeer companiesA list of companies that are in the same industry or sector as the company.object
price_earnings_ratioQuarterly valuation multiples (P / E)The price-to-earnings ratio (P/E ratio) is the ratio for valuing a company that measures its current share price relative to its earnings per share (EPS). The price-to-earnings ratio is also sometimes known as the price multiple or the earnings multiple. Calculated based on quarter values.float
revenue_yearlyAnnual revenueCompany’s yearly revenue. This feature is calculated only per fiscal year, so it will not take into account the date that was specified in the input query. The calculations are based on the currency of the country where the company is legally registered.float
roaQuarterly ROAThe company’s quarterly Return On Assets. It is calculated by dividing the company’s net income by the company’s total assets. The net income is reported in the company’s cash flow statement, and the company’s total assets are reported in the company’s balance statement. Numbers are displayed in the currency of the country where the company is legally registered.float
rocQuarterly ROCCompany’s quarterly Return On Capital is calculated in the following way: (net_income - dividends_paid) / (total_debt - total_equity). Both the dividends paid and net income figures were reported in the company’s cash flow statement. The total debt and total equity figures are from the company’s balance statements. The calculations are based on the currency of the country where the company is legally registered.float
sg_and_aSG&AQuarterly Selling General & Administrative expenses is based on the company’s quarterly income report. Numbers are displayed in the currency of the country where the company is legally registered.float
tsr_1yTSR (1-year)Total shareholder return (TSR) is a measure of financial performance, indicating the total amount an investor reaps from an investment—specifically, equities or shares of stock. Total shareholder return factors in capital gains and dividends when measuring the total return generated by a stock. TSR represents an easily understood figure of the overall financial benefits generated for stockholders. TSR is a good gauge of an investment’s long-term value, but it is limited to past performance, requires an investment to generate cash flows, and can be sensitive to stock market volatility. Formula: ((year_stock_price - previous_year_stock_price) + dividends) / previous_year_stock_price for example: query AAPL 2020-Q3 will be calculated with these values: year_stock_price = last stock price of AAPL in 2020 previous_year_stock_price = stock price of AAPL at the beginning of 2020 dividends = dividends given during 2020float
tsr_3yTSR (3-year)Total shareholder return (TSR) is a measure of financial performance, indicating the total amount an investor reaps from an investment—specifically, equities or shares of stock. Total shareholder return factors in capital gains and dividends when measuring the total return generated by a stock. TSR represents an easily understood figure of the overall financial benefits generated for stockholders. TSR is a good gauge of an investment’s long-term value, but it is limited to past performance, requires an investment to generate cash flows, and can be sensitive to stock market volatility. Formula: ((year_stock_price - 3_years_ago_stock_price) + dividends) / 3_years_ago_stock_price for example: query AAPL 2020-Q3 will be calculated with these values: year_stock_price = last stock price of AAPL in 2020 3_years_ago_stock_price = stock price of AAPL at the beginning of 2018 dividends = dividends given during 2018-2020float
tsr_5yTSR (5-years)Indication of the total amount an investor reaps from an investment—specifically, equities or shares of stock. Total shareholder return factors in capital gains and dividends when measuring the total return generated by a stock. TSR represents an easily understood figure of the overall financial benefits generated for stockholders. TSR is a good gauge of an investment’s long-term value, but it is limited to past performance, requires an investment to generate cash flows, and can be sensitive to stock market volatility. Formula: ((year_stock_price - 5_years_ago_stock_price) + dividends) / 5_years_ago_stock_price for example: query AAPL 2020-Q3 will be calculated with these values: year_stock_price = last stock price of AAPL in 2020 5_years_ago_stock_price = stock price of AAPL at the beginning of 2016 dividends = dividends given during 2016-2020float
working_capitalWorking capitalWorking capital, also known as net working capital (NWC), is the difference between a company’s current assets - such as cash, accounts receivable/customers’ unpaid bills, and inventories of raw materials and finished goods - and its current liabilities, such as accounts payable and debts. Calculated based on quarter values.float
For additional enrichment options, explore related API endpoints below.

Body Params - Try Me Example

business_id: a34bacf839b923770b2c360eefa26748

Authorizations

api_key
string
header
required

Body

application/json
business_id
string
required
request_context
object
parameters
object

Response

Successful Response

This is base response model for all responses in partner service.

response_context
object
required
data
entity_id
I