Company Overview
get_company_overviewUse this when the user asks for a quick read on one company now: the latest price, valuation, margins, cash flow, balance sheet and segment mix in one call; get_financials gives the multi-period statements, and get_metric_history one metric over time.
Includes: current price, valuation (P/E, P/B, EV multiples, PEG), profitability (revenue, margins, returns), cash flow (OCF, FCF, yields), balance sheet (debt, equity, ratios), capital allocation (buybacks, shares outstanding, shareholder yield), business segment + geographic revenue mix (latest 10-K, with YoY change), latest earnings insights, and company flags.
Latest snapshot only — use get_xbrl_facts for multi-period segment history, get_filing_index for a signal map of the latest filing, compare_companies for peer benchmarking, get_stock_price for a historical/as-of-a-date close or a return between two dates (the price here is current only).
Not point-in-time. For "as of " work use the tools that take vantage_date (get_financials, get_metric_history, get_filing_section, get_filing_index) and get_stock_price for a past close. Those bound which filings are visible, not restated values: a later restatement or recast is served under the as-of citation, and the LOOK-AHEAD flag (get_financials, get_metric_history, get_filing_index) covers only a later amendment of the period's own filing. For figures as known then, pin get_xbrl_facts to the accession_number of the latest filing reporting the period (list_filings takes vantage_date); period_history=true gives figures as originally filed.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| depth | No | Response shape preset. 'snapshot' = headline facts only (~2K chars: key signals, flags, latest filing pointers) — best for multi-ticker sequencing or quick checks. 'core' (default) = standard overview (~5-9K). 'full' = core + all tags and earnings highlights/concerns (no truncation) + a 5Y historical distribution (median/p25/p75/p90) of P/E, EV/EBITDA, EV/FCF. | core |
| ticker | Yes | Company ticker symbol (e.g., 'AAPL', 'MSFT'). Must be exact — search_companies resolves a name. |