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.
v2: this endpoint accepts either a single ID (a string) or a list of up to 50 IDs — the separate /bulk_enrich route is gone. See v2 conventions.
business_ids is the primary way to call this endpoint. If you don’t have Explorium IDs yet, you can send businesses_to_match instead: up to 50 companies, described with the same fields the Match businesses endpoint accepts (name, domain, url, linkedin_url). Each company is matched and enriched in the same call. Send eitherbusiness_idsorbusinesses_to_match, never both (that returns a 422). Any parameters the endpoint takes work the same either way.
Each row echoes its input and returns the matched business_id. Companies that don’t match come back with business_id: null and data: null, and aren’t charged. total_matches counts the matched rows.
How It Works
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.
Best Practices
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.
Financial Metrics for Public Companies Output Signal
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.
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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. 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