models
Compute pre-built financial models—WACC, DuPont analysis, DCF, Altman Z-Score, and more—for any ticker to assess valuation, profitability, and financial health.
Instructions
Pre-computed financial models (WACC, DuPont analysis, Extended DuPont analysis, Enterprise value breakdown, intrinsic value/DCF, Gordon Growth Model, Altman Z-Score, Piotroski F-Score, Beneish M-Score, Economic Value Added (EVA), Present Value of Growth Opportunities, Sustainable Growth Rate, Internal Growth Rate, Graham Number). 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_beneish_m_score, get_dupont_analysis, get_economic_value_added, get_enterprise_value_breakdown, get_extended_dupont_analysis, get_free_cash_flow_to_equity, get_free_cash_flow_to_firm, get_fulmer_h_score, get_gorden_growth_model, get_graham_number, get_grover_score, get_internal_growth_rate, get_intrinsic_valuation, get_market_value_added, get_ohlson_o_score, get_piotroski_score, get_present_value_of_growth_opportunities, get_residual_income, get_springate_score, get_sustainable_growth_rate, get_tobins_q_ratio, get_two_stage_dividend_discount_model, get_weighted_average_cost_of_capital, get_zmijewski_score.
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. | 2026-08-19 |
| trailing | No | Trailing window size in number of periods. Sums the raw values over the trailing N periods (e.g. trailing=4 on quarterly data gives a trailing-4-quarter / TTM-style sum) instead of returning one value per period. | |
| 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. | 2021-08-20 |
| growth_rate | No | Assumed constant growth rate as a decimal. Leave unset to use the default of the indicator you selected. Required by: get_gorden_growth_model, get_intrinsic_valuation. | |
| standardize | No | Return the Z-Score (standard score) instead of the raw values, i.e. how many standard deviations each value is from the mean of its own series. When combined with growth=True, the growth values are standardized instead of the raw values. | |
| 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. Leave unset to use the default of the indicator you selected. Required by: get_gorden_growth_model, get_two_stage_dividend_discount_model. | |
| 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 |
| high_growth_rate | No | Value for high_growth_rate. Leave unset to use the default of the indicator you selected. Required by: get_two_stage_dividend_discount_model. | |
| include_dividends | No | Value for include_dividends. | |
| show_full_results | No | Value for show_full_results. | |
| stable_growth_rate | No | Value for stable_growth_rate. Leave unset to use the default of the indicator you selected. Required by: get_two_stage_dividend_discount_model. | |
| high_growth_periods | No | Value for high_growth_periods. | |
| perpetual_growth_rate | No | Terminal (perpetual) growth rate used in DCF models. Leave unset to use the default of the indicator you selected. Required by: get_intrinsic_valuation. | |
| weighted_average_cost_of_capital | No | WACC as a decimal, e.g. 0.09 for 9 %. Leave unset to use the default of the indicator you selected. Required by: get_intrinsic_valuation. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |