Ratios computed from the filings
ratiosReturn the ratios FinancialMD computes from a company's standardized facts: gross, operating, net and free cash flow margins, revenue growth year over year, return on equity and on assets, asset turnover, current ratio, debt to equity, interest coverage, basic and diluted EPS; for banks net interest income to average loans and securities (not the bank's reported NIM), efficiency ratio and loans to deposits; for insurers loss and acquisition cost ratios; and valuation at each period end (market cap, EV, P/E, P/S, P/B, EV/EBITDA, EV/EBIT, FCF and dividend yield) from the last IEX close on or before the period end (data.price_basis says which close, or why valuation is empty: several share classes, an ADR, no prices). The result has the statement grid shape (periods most recent first, one row per ratio, cells aligned with periods); margins and growth are fractions (0.462 is 46.2 percent). Every cell is a value object whose proof lists the proof ids of its inputs (proof.inputs) and whose method is derived_lineitem; proof_get on a ratio proof returns the inputs and the formula. A cell is null when an input is missing (a bank has no gross margin) or a denominator is zero: never NaN. as_of computes from the facts known on that date. For valuation on every trading day use ratios_daily. Use it when the question is about margins, returns, leverage, growth or valuation at period ends.
Example tool call
This call uses example arguments supplied in the tool’s input schema.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"limit": 5,
"company": "ticker:AAPL",
"period_type": "annual"
},
"name": "ratios"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| as_of | No | Knowledge date or timestamp (YYYY-MM-DD or RFC 3339). The answer is what FinancialMD knew at that instant: only facts whose known interval contains as_of. Omit for the current view. | |
| limit | No | Maximum number of periods or items to return (default 10, at most 200). | |
| ratios | No | Optional: only these ratio ids (the grid is trimmed client-side; the call costs the same). | |
| company | Yes | Company identifier: a FinancialMD id ("fmd_01H..."), an SEC CIK ("cik:320193"), or a ticker ("ticker:AAPL", optionally with the MIC "ticker:AAPL.XNAS"). A bare ticker like "AAPL" is accepted and sent as ticker:AAPL. An issuer on an EU or UK regulated market that does not file with the SEC has no CIK: pass its LEI ("lei:IOG4E947OATN0KJYSD45") or its fmd_ id. | |
| period_type | No | Period basis: annual (fiscal years), quarterly, ltm (last twelve months) or ytd (year to date). | annual |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| data | No | The ratio grid: statement "ratios", period_type, view, currency, periods (most recent first) and one row per ratio id with cells aligned to periods. | |
| meta | No | Request metadata: request_id, as_of, company resolution, coverage, pipeline_version, licence, terms, proof_base. | |
| error | No | Present only on isError results: the API error code and message plus remedy hints. |