models
Calculate pre-computed financial models like WACC, DuPont analysis, Altman Z-Score, and intrinsic value for any ticker.
Instructions
Pre-computed financial models (WACC, DuPont analysis, Altman Z-Score, Piotroski F-Score, intrinsic value/DCF). Requires tickers='AAPL' — use comma-separated values for multiple tickers. Supports quarterly=true and start_date/end_date.
Available indicators: get_altman_z_score, get_dupont_analysis, get_enterprise_value_breakdown, get_extended_dupont_analysis, get_gorden_growth_model, get_intrinsic_valuation, get_piotroski_score, get_present_value_of_growth_opportunities, get_weighted_average_cost_of_capital.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| lag | No | Number of periods to lag when computing growth rates. | |
| growth | No | Return period-over-period growth rates instead of absolute values. | |
| diluted | No | Value for diluted. | |
| periods | No | Value for periods. | |
| tickers | No | Comma-separated ticker symbols, e.g. 'AAPL,MSFT,GOOGL'. | |
| end_date | No | End of the date range in YYYY-MM-DD format. | 2026-06-27 |
| trailing | No | Number of trailing periods for rolling-window calculations. | |
| indicator | Yes | Name of the specific metric to calculate, e.g. 'get_asset_turnover_ratio'. Required — omitting it returns the list of available indicators. | |
| quarterly | No | Return quarterly data instead of annual when True. | |
| start_date | No | Start of the date range in YYYY-MM-DD format. | 2021-06-28 |
| growth_rate | No | Assumed constant growth rate as a decimal. | |
| show_columns | No | Comma-separated names to filter the output. For historical data use the key names visible in any response record (e.g. 'Close,Volume,Return'). For financial statements use the 'metric' field values from the response (e.g. 'Revenue,Net Income,EBITDA'). Call the tool once without this parameter to see all available names, then repeat with show_columns to reduce response size and token usage. | |
| cash_flow_type | No | Value for cash_flow_type. | Free Cash Flow |
| rate_of_return | No | Value for rate_of_return. | |
| calculate_daily | No | Value for calculate_daily. | |
| project_periods | No | Value for project_periods. | |
| benchmark_ticker | No | Ticker used as the market benchmark, e.g. 'SPY' or '^GSPC'. | SPY |
| include_dividends | No | Value for include_dividends. | |
| show_full_results | No | Value for show_full_results. | |
| perpetual_growth_rate | No | Terminal (perpetual) growth rate used in DCF models. | |
| weighted_average_cost_of_capital | No | WACC as a decimal, e.g. 0.09 for 9 %. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |