Company Valuation (FinBridge DB)
get_valuationGet the latest valuation snapshot for one KR, US, or Taiwan 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 metric-level calculation basis, dates, sources, missing reasons, and 1-2 same-market percentile hints. Computed by the nightly valuation ingest job.
Share counts: KR uses data.go.kr listed shares, US prefers SEC-reported shares, and Taiwan uses exchange-reported shares; the nightly job can fall back to net_income / eps_diluted when a positive result is available. PER prefers price / eps_diluted, falling back to market_cap / net_income. Taiwan exchange-published PER/PBR replace derived values when present. Any derived ratio whose required 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).
per_multiples: optional 1-5 positive user-supplied PER assumptions (maximum 1000)
pbr_multiples: optional 1-5 positive user-supplied PBR assumptions (maximum 100)
response_format: 'markdown' (default) or 'json'
Returns the existing valuation fields plus metric_evidence and multiple_scenarios. Ratios are plain numbers; roe/debt_ratio/CAGR and scenario upside/downside are in percent. A scenario is arithmetic from the user's multiple, not a target-price recommendation. If no multiple is supplied, no multiple or target price is invented.
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: if statements are in another currency than the listing (Korean listings reporting in USD/CNY/JPY), statement values are converted at one Federal Reserve H.10 rate on or before the price date before PER/PBR/PSR (fx_conversion shows the rate and date; no rate → null). ROE/debt ratio need no conversion; growth across a statement-currency change is null. 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
| Name | Required | Description | Default |
|---|---|---|---|
| company | Yes | US ticker (e.g. 'AAPL'), KR 6-digit stock code (e.g. '005930'), or company name | |
| pbr_multiples | No | Optional 1-5 positive PBR assumptions supplied by the user; no default is invented | |
| per_multiples | No | Optional 1-5 positive PER assumptions supplied by the user; no default is invented | |
| response_format | No | 'markdown' for a table + interpretation, 'json' for compact machine-readable output | markdown |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| pbr | No | ||
| per | No | ||
| psr | No | ||
| roe | No | ||
| ttm | No | ||
| as_of | No | ||
| notes | No | ||
| price | No | ||
| shares | No | ||
| company | Yes | ||
| currency | No | ||
| data_as_of | No | ||
| debt_ratio | No | ||
| market_cap | No | ||
| ni_cagr_3y | No | ||
| updated_at | No | ||
| fiscal_year | No | ||
| rev_cagr_3y | No | ||
| peer_context | No | ||
| fx_conversion | No | ||
| interpretation | No | ||
| metric_evidence | No | ||
| peer_comparison | No | ||
| multiple_scenarios | No |