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FinBridge

Company Valuation (FinBridge DB)

get_valuation
Read-only

Get the latest valuation snapshot for one KR or US company from the local finbridge database: market cap (latest close x shares) with PER, PBR, PSR, ROE, debt ratio, and 3-year revenue/net-income CAGR, joined to the company's latest annual fundamentals. Includes a plain-language interpretation and 1-2 same-market percentile hints (PER cheapness, ROE rank). Computed by the nightly valuation ingest job.

Share counts: KR uses exact listed shares from the data.go.kr feed; US approximates diluted shares as net_income / eps_diluted. PER prefers price / eps_diluted, falling back to market_cap / net_income. Any ratio whose denominator is null or <= 0 is returned as null.

Args:

  • company: US ticker (e.g. 'AAPL'), KR 6-digit stock code (e.g. '005930'), or company name. Resolution priority: exact ticker > 6-digit code > exact name > partial name (multiple partial matches return a candidate-list error).

  • response_format: 'markdown' (default) or 'json'

Returns: {company: {name, source, ticker|stock_code}, as_of, fiscal_year, currency, price, shares, market_cap, per, pbr, psr, roe, debt_ratio, rev_cagr_3y, ni_cagr_3y, peer_context: {market, per_percentile, roe_percentile}, interpretation}. Ratios are plain numbers; roe/debt_ratio/CAGR are in percent.

Examples:

  • {company: '005930'} -> Samsung Electronics PER/PBR/ROE plus "PER in the cheapest N% of the KR market"

  • {company: 'AAPL'} -> Apple valuation snapshot with US-market percentiles

Caveats: PER/PBR/PSR/ROE/debt are dimensionless same-currency ratios — no FX conversion is applied; market_cap keeps the listing currency. KR fundamentals are K-IFRS and US are US-GAAP, so cross-market comparisons are approximate. This is snapshot data (not real-time) and not investment advice.

Use when: assessing one company's valuation/quality at a glance, or comparing it to its own market. Don't use for many-company ranking (use screen_companies / query_db) or raw statements (get_dart_financials / get_edgar_financials). Errors: unknown company -> no-match or candidate-list error; 'no valuation snapshot' -> the valuation ingest job has not produced a row for this company (needs a price and latest-annual fundamentals).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
companyYesUS ticker (e.g. 'AAPL'), KR 6-digit stock code (e.g. '005930'), or company name
response_formatNo'markdown' for a table + interpretation, 'json' for compact machine-readable outputmarkdown

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
pbrNo
perNo
psrNo
roeNo
as_ofNo
priceNo
sharesNo
companyYes
currencyNo
debt_ratioNo
market_capNo
ni_cagr_3yNo
updated_atNo
fiscal_yearNo
rev_cagr_3yNo
peer_contextNo
interpretationNo

Schema Changelog

Changes observed during successful MCP inspections. Dates show when Glama detected each change.

  1. First observed

TDQS

A5/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations declare readOnlyHint=true, which is consistent with 'Get', but the description adds substantial behavioral context: share-count derivation differences between KR and US, PER fallback logic, null-ratio handling, nightly ingest job, no FX conversion, K-IFRS vs US-GAAP caveats, and snapshot-not-real-time status. These are exactly the kind of non-obvious behaviors an agent needs to interpret results correctly.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is long but extremely well structured with clear sections: Args, Returns, Examples, Caveats, Use when, and Errors. The core purpose and metrics are front-loaded, and every paragraph adds distinct value. The examples and error explanations earn their place in a tool with this much computational nuance.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the tool's complexity, the description covers all needed context: supported identifiers, return object shape, calculation rules, fallback behavior, error cases, use vs. non-use cases, and accounting/FX caveats. An agent can determine whether to call this tool, how to pass parameters, and how to interpret the result without external lookup.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Although the input schema already covers both parameters 100%, the description goes further: it explains company resolution priority ('exact ticker > 6-digit code > exact name > partial name'), the candidate-list error behavior for ambiguous partial matches, the response_format default, and the meaning of ratio units (percent). This materially helps an agent form correct argument values.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description opens with a specific verb and resource: 'Get the latest valuation snapshot for one KR or US company from the local finbridge database.' It enumerates the exact metrics returned (market cap, PER, PBR, PSR, ROE, debt ratio, CAGRs) and explicitly contrasts itself with raw-statement tools like get_dart_financials/get_edgar_financials, so there is no ambiguity about what this tool does.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The 'Use when' section explicitly states the intended scenarios: 'assessing one company's valuation/quality at a glance, or comparing it to its own market.' It also names exclusions and alternatives: 'Don't use for many-company ranking (use screen_companies / query_db) or raw statements (get_dart_financials / get_edgar_financials).' This gives an agent clear routing criteria.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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TDQS

A4.2/5.0
Disambiguation4/5

Most tools have clearly distinct resource+action targets, and the overlapping screen_* tools are thoroughly cross-referenced with 'use screen_X instead' guidance. Minor ambiguity exists between get_disclosure_feed, get_dart_filings, and get_dart_major_events, which all surface KR filings from different angles but remain distinguishable.

Naming Consistency5/5

Every tool follows a consistent verb_noun snake_case pattern: get_* for retrievers, screen_* for screeners, search_* for lookups, plus action verbs like analyze_, backtest_, compare_, import_, and query_. Subfamilies (dart_*, edgar_*, fred_*, crypto_*) are consistently prefixed, making tool selection predictable.

Tool Count3/5

37 tools is heavy, and the four momentum screeners (canslim/kell/minervini/schwartz) plus three KR disclosure tools could arguably be collapsed into parameterized variants. However, the server's unusually broad scope—KR/US/TW/JP/EU equities, crypto, macro, portfolio, backtesting—means most tools earn their place, so the count is high but not chaotic.

Completeness4/5

The surface covers the core workflow well: search, prices, fundamentals, filings, insider trades, valuation, screeners, backtesting, and portfolio tracking for KR/US, plus crypto and macro. Notable gaps are the lack of single-company financial-statement tools for TW/JP/EU (only available through screen_companies) and no real-time stock quotes, but these are workable for the stated local-database research purpose.

Resources