Compare Company Facts
Implementation details
Class names
Model name | Parameters class | Data class |
---|---|---|
CompareCompanyFacts | CompareCompanyFactsQueryParams | CompareCompanyFactsData |
Import Statement
from openbb_core.provider.standard_models.compare_company_facts import (
CompareCompanyFactsData,
CompareCompanyFactsQueryParams,
)
Parameters
- standard
- sec
symbol
: Union[str, list[str]]
Symbol to get data for. Multiple items allowed for provider(s): sec.
• Optional: True
fact
: str
The fact to lookup, typically a GAAP-reporting measure. Choices vary by provider.
• Optional: True
symbol
: Union[str, list[str]]
Symbol to get data for. Multiple items allowed for provider(s): sec.
• Optional: True
fact
: Literal['AccountsPayableCurrent', 'AccountsReceivableNet', 'AccountsReceivableNetCurrent', 'AccrualForTaxesOtherThanIncomeTaxesCurrent', 'AccrualForTaxesOtherThanIncomeTaxesCurrentAndNoncurrent', 'AccruedIncomeTaxesCurrent', 'AccruedIncomeTaxesNoncurrent', 'AccruedInsuranceCurrent', 'AccruedLiabilitiesCurrent', 'AccumulatedDepreciationDepletionAndAmortizationPropertyPlantAndEquipment', 'AccumulatedOtherComprehensiveIncomeLossNetOfTax', 'AcquisitionsNetOfCashAcquiredAndPurchasesOfIntangibleAndOtherAssets', 'AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue', 'AdvertisingExpense', 'AllocatedShareBasedCompensationExpense', 'AntidilutiveSecuritiesExcludedFromComputationOfEarningsPerShareAmount', 'Assets', 'AssetsCurrent', 'AssetsNoncurrent', 'NoncurrentAssets', 'AssetImpairmentCharges', 'BuildingsAndImprovementsGross', 'CapitalLeaseObligationsCurrent', 'CapitalLeaseObligationsNoncurrent', 'Cash', 'CashAndCashEquivalentsAtCarryingValue', 'CashCashEquivalentsAndShortTermInvestments', 'CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents', 'CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsIncludingDisposalGroupAndDiscontinuedOperations', 'CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect', 'CommitmentsAndContingencies', 'CommercialPaper', 'CommonStockDividendsPerShareDeclared', 'CommonStockDividendsPerShareCashPaid', 'CommonStocksIncludingAdditionalPaidInCapital', 'ComprehensiveIncomeNetOfTax', 'ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest', 'ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest', 'ConstructionInProgressGross', 'ContractWithCustomerAssetNet', 'ContractWithCustomerLiability', 'ContractWithCustomerLiabilityCurrent', 'ContractWithCustomerLiabilityNoncurrent', 'CostOfRevenue', 'CostOfGoodsAndServicesSold', 'CurrentFederalTaxExpenseBenefit', 'CurrentForeignTaxExpenseBenefit', 'CurrentIncomeTaxExpenseBenefit', 'CurrentStateAndLocalTaxExpenseBenefit', 'DebtInstrumentFaceAmount', 'DebtInstrumentFairValue', 'DebtLongtermAndShorttermCombinedAmount', 'DeferredFederalIncomeTaxExpenseBenefit', 'DeferredForeignIncomeTaxExpenseBenefit', 'DeferredIncomeTaxExpenseBenefit', 'DeferredIncomeTaxesAndTaxCredits', 'DeferredIncomeTaxLiabilities', 'DeferredIncomeTaxLiabilitiesNet', 'DeferredRevenue', 'DeferredTaxAssetsGross', 'DeferredTaxAssetsLiabilitiesNet', 'DeferredTaxAssetsNet', 'DeferredTaxLiabilities', 'DefinedContributionPlanCostRecognized', 'Depreciation', 'DepreciationAmortizationAndAccretionNet', 'DepreciationAmortizationAndOther', 'DepreciationAndAmortization', 'DepreciationDepletionAndAmortization', 'DerivativeCollateralObligationToReturnCash', 'DerivativeCollateralRightToReclaimCash', 'DerivativeFairValueOfDerivativeNet', 'DerivativeLiabilityCollateralRightToReclaimCashOffset', 'DerivativeNotionalAmount', 'Dividends', 'DividendsCash', 'DividendsPayableAmountPerShare', 'DividendsPayableCurrent', 'DistributedEarnings', 'EarningsPerShareBasic', 'EarningsPerShareDiluted', 'EffectOfExchangeRateOnCashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents', 'EffectOfExchangeRateOnCashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsIncludingDisposalGroupAndDiscontinuedOperations', 'EmployeeRelatedLiabilitiesCurrent', 'EmployeeRelatedLiabilitiesCurrentAndNoncurrent', 'EmployeeServiceShareBasedCompensationTaxBenefitFromCompensationExpense', 'FinanceLeaseInterestExpense', 'FinanceLeaseInterestPaymentOnLiability', 'FinanceLeaseLiability', 'FinanceLeaseLiabilityCurrent', 'FinanceLeaseLiabilityNoncurrent', 'FinanceLeaseLiabilityPaymentsDue', 'FinanceLeaseLiabilityPaymentsDueAfterYearFive', 'FinanceLeaseLiabilityPaymentsDueNextTwelveMonths', 'FinanceLeaseLiabilityPaymentsDueYearFive', 'FinanceLeaseLiabilityPaymentsDueYearFour', 'FinanceLeaseLiabilityPaymentsDueYearThree', 'FinanceLeaseLiabilityPaymentsDueYearTwo', 'FinanceLeaseLiabilityPaymentsRemainderOfFiscalYear', 'FinanceLeaseLiabilityUndiscountedExcessAmount', 'FinanceLeasePrincipalPayments', 'FinanceLeaseRightOfUseAsset', 'FinancingReceivableAllowanceForCreditLosses', 'FiniteLivedIntangibleAssetsNet', 'FixturesAndEquipmentGross', 'GainLossOnInvestments', 'GainLossOnInvestmentsAndDerivativeInstruments', 'GainLossOnSaleOfBusiness', 'GainsLossesOnExtinguishmentOfDebt', 'GeneralAndAdministrativeExpense', 'Goodwill', 'GrossProfit', 'ImpairmentOfIntangibleAssetsExcludingGoodwill', 'ImpairmentOfIntangibleAssetsIndefinitelivedExcludingGoodwill', 'IncomeLossFromContinuingOperations', 'IncomeLossFromContinuingOperationsAttributableToNoncontrollingEntity', 'IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest', 'IncomeLossFromContinuingOperationsPerBasicShare', 'IncomeLossFromContinuingOperationsPerDilutedShare', 'InterestAndDebtExpense', 'IncomeTaxExpenseBenefit', 'IncomeTaxesPaid', 'IncomeTaxesPaidNet', 'IncreaseDecreaseInAccountsAndOtherReceivables', 'IncreaseDecreaseInAccountsPayable', 'IncreaseDecreaseInAccountsReceivable', 'IncreaseDecreaseInAccruedLiabilities', 'IncreaseDecreaseInAccruedIncomeTaxesPayable', 'IncreaseDecreaseInAccruedTaxesPayable', 'IncreaseDecreaseInContractWithCustomerLiability', 'IncreaseDecreaseInDeferredIncomeTaxes', 'IncreaseDecreaseInInventories', 'IncreaseDecreaseInOtherCurrentAssets', 'IncreaseDecreaseInOtherCurrentLiabilities', 'IncreaseDecreaseInOtherNoncurrentAssets', 'IncreaseDecreaseInOtherNoncurrentLiabilities', 'IncreaseDecreaseInPensionPlanObligations', 'IncrementalCommonSharesAttributableToShareBasedPaymentArrangements', 'InterestExpenseDebt', 'InterestIncomeExpenseNet', 'InterestPaid', 'InterestPaidNet', 'InventoryNet', 'InvestmentIncomeInterest', 'Land', 'LeaseAndRentalExpense', 'LesseeOperatingLeaseLiabilityPaymentsDue', 'LesseeOperatingLeaseLiabilityPaymentsDueAfterYearFive', 'LesseeOperatingLeaseLiabilityPaymentsDueNextTwelveMonths', 'LesseeOperatingLeaseLiabilityPaymentsDueYearFive', 'LesseeOperatingLeaseLiabilityPaymentsDueYearFour', 'LesseeOperatingLeaseLiabilityPaymentsDueYearThree', 'LesseeOperatingLeaseLiabilityPaymentsDueYearTwo', 'LesseeOperatingLeaseLiabilityPaymentsRemainderOfFiscalYear', 'LettersOfCreditOutstandingAmount', 'Liabilities', 'LiabilitiesAndStockholdersEquity', 'LiabilitiesCurrent', 'LineOfCredit', 'LineOfCreditFacilityMaximumBorrowingCapacity', 'LongTermDebt', 'LongTermDebtCurrent', 'LongTermDebtMaturitiesRepaymentsOfPrincipalAfterYearFive', 'LongTermDebtMaturitiesRepaymentsOfPrincipalInNextTwelveMonths', 'LongTermDebtMaturitiesRepaymentsOfPrincipalInYearFive', 'LongTermDebtMaturitiesRepaymentsOfPrincipalInYearFour', 'LongTermDebtMaturitiesRepaymentsOfPrincipalInYearThree', 'LongTermDebtMaturitiesRepaymentsOfPrincipalInYearTwo', 'LongTermDebtMaturitiesRepaymentsOfPrincipalRemainderOfFiscalYear', 'LongTermDebtNoncurrent', 'LongTermInvestments', 'LossContingencyEstimateOfPossibleLoss', 'MachineryAndEquipmentGross', 'MarketableSecuritiesCurrent', 'MarketableSecuritiesNoncurrent', 'MinorityInterest', 'NetCashProvidedByUsedInFinancingActivities', 'NetCashProvidedByUsedInInvestingActivities', 'NetCashProvidedByUsedInOperatingActivities', 'NetIncomeLoss', 'NetIncomeLossAttributableToNoncontrollingInterest', 'NetIncomeLossAttributableToNonredeemableNoncontrollingInterest', 'NetIncomeLossAttributableToRedeemableNoncontrollingInterest', 'NonoperatingIncomeExpense', 'NoninterestIncome', 'NotesReceivableNet', 'OperatingExpenses', 'OperatingIncomeLoss', 'OperatingLeaseCost', 'OperatingLeaseLiability', 'OperatingLeaseLiabilityCurrent', 'OperatingLeaseLiabilityNoncurrent', 'OperatingLeaseRightOfUseAsset', 'OtherAccruedLiabilitiesCurrent', 'OtherAssetsCurrent', 'OtherAssetsNoncurrent', 'OtherComprehensiveIncomeLossAvailableForSaleSecuritiesAdjustmentNetOfTax', 'OtherComprehensiveIncomeLossCashFlowHedgeGainLossAfterReclassificationAndTax', 'OtherComprehensiveIncomeLossDerivativeInstrumentGainLossafterReclassificationandTax', 'OtherComprehensiveIncomeLossDerivativeInstrumentGainLossbeforeReclassificationafterTax', 'OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax', 'OtherComprehensiveIncomeLossNetOfTax', 'OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent', 'OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodNetOfTax', 'OtherIncome', 'OtherLiabilitiesCurrent', 'OtherLiabilitiesNoncurrent', 'OtherLongTermDebt', 'OtherNoncashIncomeExpense', 'PaymentsForCapitalImprovements', 'PaymentsOfDividends', 'PaymentsOfDividendsMinorityInterest', 'PaymentsForProceedsFromBusinessesAndInterestInAffiliates', 'PaymentsForProceedsFromOtherInvestingActivities', 'PaymentsForRent', 'PaymentsForRepurchaseOfCommonStock', 'PaymentsOfDebtExtinguishmentCosts', 'PaymentsToAcquireInvestments', 'PaymentsToAcquirePropertyPlantAndEquipment', 'PreferredStockSharesOutstanding', 'PreferredStockValue', 'PrepaidExpenseAndOtherAssetsCurrent', 'PrepaidExpenseCurrent', 'ProceedsFromDebtMaturingInMoreThanThreeMonths', 'ProceedsFromDebtNetOfIssuanceCosts', 'ProceedsFromDivestitureOfBusinesses', 'ProceedsFromInvestments', 'ProceedsFromIssuanceOfCommonStock', 'ProceedsFromIssuanceOfDebt', 'ProceedsFromIssuanceOfLongTermDebt', 'ProceedsFromIssuanceOfUnsecuredDebt', 'ProceedsFromIssuanceOrSaleOfEquity', 'ProceedsFromMaturitiesPrepaymentsAndCallsOfAvailableForSaleSecurities', 'ProceedsFromPaymentsForOtherFinancingActivities', 'ProceedsFromPaymentsToMinorityShareholders', 'ProceedsFromRepaymentsOfShortTermDebt', 'ProceedsFromRepaymentsOfShortTermDebtMaturingInThreeMonthsOrLess', 'ProceedsFromSaleOfPropertyPlantAndEquipment', 'ProceedsFromStockOptionsExercised', 'ProfitLoss', 'PropertyPlantAndEquipmentGross', 'PropertyPlantAndEquipmentNet', 'ReceivablesNetCurrent', 'RedeemableNoncontrollingInterestEquityCarryingAmount', 'RepaymentsOfDebtMaturingInMoreThanThreeMonths', 'RepaymentsOfLongTermDebt', 'ResearchAndDevelopmentExpense', 'RestrictedCash', 'RestrictedCashAndCashEquivalents', 'RestrictedStockExpense', 'RestructuringCharges', 'RetainedEarningsAccumulatedDeficit', 'Revenues', 'RevenueFromContractWithCustomerExcludingAssessedTax', 'SecuredLongTermDebt', 'SellingAndMarketingExpense', 'SellingGeneralAndAdministrativeExpense', 'ShareBasedCompensation', 'ShortTermBorrowings', 'ShortTermInvestments', 'StockholdersEquity', 'StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest', 'StockholdersEquityOther', 'StockIssuedDuringPeriodValueNewIssues', 'StockOptionPlanExpense', 'StockRedeemedOrCalledDuringPeriodValue', 'StockRepurchasedDuringPeriodValue', 'StockRepurchasedAndRetiredDuringPeriodValue', 'TaxesPayableCurrent', 'TradingSecuritiesDebt', 'TreasuryStockAcquiredAverageCostPerShare', 'TreasuryStockSharesAcquired', 'UnrealizedGainLossOnInvestments', 'UnrecognizedTaxBenefits', 'UnsecuredDebt', 'VariableLeaseCost', 'WeightedAverageNumberOfDilutedSharesOutstanding', 'WeightedAverageNumberOfSharesOutstandingBasic', 'WeightedAverageNumberDilutedSharesOutstandingAdjustment']
Fact or concept from the SEC taxonomy, in UpperCamelCase. Defaults to, 'Revenues'. AAPL, MSFT, GOOG, BRK-A currently report revenue as, 'RevenueFromContractWithCustomerExcludingAssessedTax'. In previous years, they have reported as 'Revenues'.
• Default: Revenues
• Optional: True
year
: int
The year to retrieve the data for. If not provided, the current year is used. When symbol(s) are provided, excluding the year will return all reported values for the concept.
• Optional: True
fiscal_period
: Literal['fy', 'q1', 'q2', 'q3', 'q4']
The fiscal period to retrieve the data for. If not provided, the most recent quarter is used. This parameter is ignored when a symbol is supplied.
• Optional: True
instantaneous
: bool
Description
Whether to retrieve instantaneous data. See the notes above for more information. Defaults to False. Some facts are only available as instantaneous data.
The function will automatically attempt the inverse of this parameter if the initial fiscal quarter request fails. This parameter is ignored when a symbol is supplied.
• Default: False
• Optional: True
use_cache
: bool
Whether to use cache for the request. Defaults to True.
• Default: True
• Optional: True
Data
- standard
- sec
symbol
: str
Symbol representing the entity requested in the data.
name
: str
Name of the entity.
value
: float
The reported value of the fact or concept.
reported_date
: date
The date when the report was filed.
period_beginning
: date
The start date of the reporting period.
period_ending
: date
The end date of the reporting period.
fiscal_year
: int
The fiscal year.
fiscal_period
: str
The fiscal period of the fiscal year.
symbol
: str
Symbol representing the entity requested in the data.
name
: str
Name of the entity.
value
: float
The reported value of the fact or concept.
reported_date
: date
The date when the report was filed.
period_beginning
: date
The start date of the reporting period.
period_ending
: date
The end date of the reporting period.
fiscal_year
: int
The fiscal year.
fiscal_period
: str
The fiscal period of the fiscal year.
cik
: Union[str, int]
Central Index Key (CIK) for the requested entity.
location
: str
Geographic location of the reporting entity.
form
: str
The SEC form associated with the fact or concept.
frame
: str
The frame ID associated with the fact or concept, if applicable.
accession
: str
SEC filing accession number associated with the reported fact or concept.
fact
: str
The display name of the fact or concept.
unit
: str
The unit of measurement for the fact or concept.