> ## Documentation Index
> Fetch the complete documentation index at: https://developers.explorium.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Financial metrics for public companies
## 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.
| SignalAPI | Name | Description | Data Type |
| :------------------------------ | :------------------------------------------ | :-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :-------- |
| asset\_turnover | Asset turnover | The 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 |
| cagr | Revenue CAGR | The 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 |
| cogs | COGS | Cost 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 report | float |
| earnings\_surprises | Earning surprise | The 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 |
| ebitda | Quarterly EBITDA | The 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\_ebdita | Quarterly 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 |
| leadership | Leadership | Key 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\_companies | Peer companies | A list of companies that are in the same industry or sector as the company. | object |
| price\_earnings\_ratio | Quarterly 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\_yearly | Annual revenue | Company’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 |
| roa | Quarterly ROA | The 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 |
| roc | Quarterly ROC | Company’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\_a | SG\&A | Quarterly 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\_1y | TSR (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 2020 | float |
| tsr\_3y | TSR (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 2018-2020 | float |
| tsr\_5y | TSR (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 2016-2020 | float |
| working\_capital | Working capital | Working 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 |
| `cash_and_cash_equivalents` | Cash and Cash Equivalents | Cash and highly liquid near-cash assets, which may be negative if overdrawn or short-term liabilities exceed liquidity. | float |
For additional enrichment options, explore related API endpoints below.
## Body Params - Try Me Example
```
business_id: a34bacf839b923770b2c360eefa26748
```
## OpenAPI
````yaml post /v1/businesses/financial_indicators/enrich
openapi: 3.1.0
info:
title: Partner Service
version: 0.2.349
servers:
- url: https://api.explorium.ai
description: AgentSource Server
security: []
paths:
/v1/businesses/financial_indicators/enrich:
post:
tags:
- BusinessEnrichments
summary: Financial Indicators
operationId: businesses_financial_indicators_enrich
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/FinancialIndicatorsEnrichRequest'
required: true
responses:
'200':
description: Successful Response
content:
application/json:
schema:
$ref: >-
#/components/schemas/BusinessesEnrichResponse_FinancialIndicatorsOutputSchema_
'422':
description: Validation Error
content:
application/json:
schema:
$ref: '#/components/schemas/HTTPValidationError'
security:
- APIKeyHeader: []
- APIKeyHeader: []
components:
schemas:
FinancialIndicatorsEnrichRequest:
properties:
request_context:
type: object
title: Request Context
example: null
nullable: true
parameters:
$ref: '#/components/schemas/FinancialIndicatorsEnrichmentParams'
business_id:
type: string
pattern: ^[a-f0-9]{32}$
title: Business Id
additionalProperties: false
type: object
required:
- business_id
title: FinancialIndicatorsEnrichRequest
BusinessesEnrichResponse_FinancialIndicatorsOutputSchema_:
properties:
response_context:
$ref: '#/components/schemas/ResponseContext'
data:
anyOf:
- $ref: '#/components/schemas/FinancialIndicatorsOutputSchema'
- items:
$ref: '#/components/schemas/FinancialIndicatorsOutputSchema'
type: array
title: Data
entity_id:
anyOf:
- type: string
pattern: ^[a-f0-9]{32}$
- type: string
pattern: ^[a-f0-9]{40}$
title: Entity Id
type: object
required:
- response_context
title: BusinessesEnrichResponse[FinancialIndicatorsOutputSchema]
description: 'This is base response model for all responses in partner service. '
HTTPValidationError:
properties:
detail:
items:
$ref: '#/components/schemas/ValidationError'
type: array
title: Detail
type: object
title: HTTPValidationError
FinancialIndicatorsEnrichmentParams:
properties:
date:
type: string
format: date-time
title: Date
additionalProperties: false
type: object
required:
- date
title: FinancialIndicatorsEnrichmentParams
ResponseContext:
properties:
correlation_id:
type: string
title: Correlation Id
request_status:
$ref: '#/components/schemas/RequestStatus'
time_took_in_seconds:
type: number
title: Time Took In Seconds
type: object
required:
- correlation_id
- request_status
- time_took_in_seconds
title: ResponseContext
FinancialIndicatorsOutputSchema:
properties:
asset_turnover:
type: number
title: Asset Turnover
cagr:
type: number
title: Cagr
cogs:
type: number
title: Cogs
earnings_surprises:
additionalProperties:
type: string
type: object
title: Earnings Surprises
cash_and_cash_equivalents:
type: number
title: Cash And Cash Equivalents
ebitda:
type: number
title: Ebitda
enterprise_value_over_ebitda:
type: number
title: Enterprise Value Over Ebitda
leadership:
items:
additionalProperties:
type: string
type: object
type: array
title: Leadership
peer_companies:
additionalProperties:
type: string
type: object
title: Peer Companies
price_earnings_ratio:
type: number
title: Price Earnings Ratio
revenue_yearly:
type: number
title: Revenue Yearly
roa:
type: number
title: Roa
roc:
type: number
title: Roc
sg_and_a:
type: number
title: Sg And A
tsr_1y:
type: number
title: Tsr 1Y
tsr_3y:
type: number
title: Tsr 3Y
tsr_5y:
type: number
title: Tsr 5Y
working_capital:
type: number
title: Working Capital
type: object
title: FinancialIndicatorsOutputSchema
ValidationError:
properties:
loc:
items:
anyOf:
- type: string
- type: integer
type: array
title: Location
msg:
type: string
title: Message
type:
type: string
title: Error Type
type: object
required:
- loc
- msg
- type
title: ValidationError
RequestStatus:
type: string
enum:
- success
- miss
- failure
title: RequestStatus
description: >-
The `RequestStatus` class is an enumeration that defines the possible
statuses of a request.
This enum is used to indicate whether a request was successful, missed,
or failed. It ensures
consistent handling of request statuses across the application.
Attributes:
SUCCESS: Indicates that the request was successfully processed.
MISS: Indicates that the request did not find any matching data.
FAILURE: Indicates that the request encountered an error or failure.
securitySchemes:
APIKeyHeader:
type: apiKey
in: header
name: api_key
````