Key Metrics
Implementation details
Class names
Model name | Parameters class | Data class |
---|---|---|
KeyMetrics | KeyMetricsQueryParams | KeyMetricsData |
Import Statement
from openbb_core.provider.standard_models.key_metrics import (
KeyMetricsData,
KeyMetricsQueryParams,
)
Parameters
- standard
- finviz
- fmp
- intrinio
- yfinance
Name | Type | Description | Default | Optional |
---|---|---|---|---|
symbol | Union[str, List[str]] | Symbol to get data for. Multiple items allowed for provider(s): finviz, fmp, intrinio, yfinance. | False | |
limit | int | The number of data entries to return. | 100 | True |
Name | Type | Description | Default | Optional |
---|---|---|---|---|
symbol | Union[str, List[str]] | Symbol to get data for. Multiple items allowed for provider(s): finviz, fmp, intrinio, yfinance. | False | |
limit | int | The number of data entries to return. | 100 | True |
Name | Type | Description | Default | Optional |
---|---|---|---|---|
symbol | Union[str, List[str]] | Symbol to get data for. Multiple items allowed for provider(s): finviz, fmp, intrinio, yfinance. | False | |
limit | int | The number of data entries to return. | 100 | True |
period | Literal['annual', 'quarter'] | Time period of the data to return. | annual | True |
with_ttm | bool | Include trailing twelve months (TTM) data. | False | True |
Name | Type | Description | Default | Optional |
---|---|---|---|---|
symbol | Union[str, List[str]] | Symbol to get data for. Multiple items allowed for provider(s): finviz, fmp, intrinio, yfinance. | False | |
limit | int | The number of data entries to return. | 100 | True |
Name | Type | Description | Default | Optional |
---|---|---|---|---|
symbol | Union[str, List[str]] | Symbol to get data for. Multiple items allowed for provider(s): finviz, fmp, intrinio, yfinance. | False | |
limit | int | The number of data entries to return. | 100 | True |
Data
- standard
- finviz
- fmp
- intrinio
- yfinance
Name | Type | Description |
---|---|---|
symbol | str | Symbol representing the entity requested in the data. |
market_cap | float | Market capitalization |
pe_ratio | float | Price-to-earnings ratio (P/E ratio) |
Name | Type | Description |
---|---|---|
symbol | str | Symbol representing the entity requested in the data. |
market_cap | float | Market capitalization |
pe_ratio | float | Price-to-earnings ratio (P/E ratio) |
foward_pe | float | Forward price-to-earnings ratio (forward P/E) |
eps | float | Earnings per share (EPS) |
price_to_sales | float | Price-to-sales ratio (P/S) |
price_to_book | float | Price-to-book ratio (P/B) |
book_value_per_share | float | Book value per share (Book/sh) |
price_to_cash | float | Price-to-cash ratio (P/C) |
cash_per_share | float | Cash per share (Cash/sh) |
price_to_free_cash_flow | float | Price-to-free cash flow ratio (P/FCF) |
debt_to_equity | float | Debt-to-equity ratio (Debt/Eq) |
long_term_debt_to_equity | float | Long-term debt-to-equity ratio (LT Debt/Eq) |
quick_ratio | float | Quick ratio |
current_ratio | float | Current ratio |
gross_margin | float | Gross margin, as a normalized percent. |
profit_margin | float | Profit margin, as a normalized percent. |
operating_margin | float | Operating margin, as a normalized percent. |
return_on_assets | float | Return on assets (ROA), as a normalized percent. |
return_on_investment | float | Return on investment (ROI), as a normalized percent. |
return_on_equity | float | Return on equity (ROE), as a normalized percent. |
payout_ratio | float | Payout ratio, as a normalized percent. |
dividend_yield | float | Dividend yield, as a normalized percent. |
Name | Type | Description |
---|---|---|
symbol | str | Symbol representing the entity requested in the data. |
market_cap | float | Market capitalization |
pe_ratio | float | Price-to-earnings ratio (P/E ratio) |
period_ending | date | Period ending date. |
fiscal_period | str | Period of the data. |
calendar_year | int | Calendar year for the fiscal period. |
revenue_per_share | float | Revenue per share |
capex_per_share | float | Capital expenditures per share |
net_income_per_share | float | Net income per share |
operating_cash_flow_per_share | float | Operating cash flow per share |
free_cash_flow_per_share | float | Free cash flow per share |
cash_per_share | float | Cash per share |
book_value_per_share | float | Book value per share |
tangible_book_value_per_share | float | Tangible book value per share |
shareholders_equity_per_share | float | Shareholders equity per share |
interest_debt_per_share | float | Interest debt per share |
price_to_sales | float | Price-to-sales ratio |
price_to_operating_cash_flow | float | Price-to-operating cash flow ratio |
price_to_free_cash_flow | float | Price-to-free cash flow ratio |
price_to_book | float | Price-to-book ratio |
price_to_tangible_book | float | Price-to-tangible book ratio |
ev_to_sales | float | Enterprise value-to-sales ratio |
ev_to_ebitda | float | Enterprise value-to-EBITDA ratio |
ev_to_operating_cash_flow | float | Enterprise value-to-operating cash flow ratio |
ev_to_free_cash_flow | float | Enterprise value-to-free cash flow ratio |
earnings_yield | float | Earnings yield |
free_cash_flow_yield | float | Free cash flow yield |
debt_to_market_cap | float | Debt-to-market capitalization ratio |
debt_to_equity | float | Debt-to-equity ratio |
debt_to_assets | float | Debt-to-assets ratio |
net_debt_to_ebitda | float | Net debt-to-EBITDA ratio |
current_ratio | float | Current ratio |
interest_coverage | float | Interest coverage |
income_quality | float | Income quality |
payout_ratio | float | Payout ratio |
sales_general_and_administrative_to_revenue | float | Sales general and administrative expenses-to-revenue ratio |
research_and_development_to_revenue | float | Research and development expenses-to-revenue ratio |
intangibles_to_total_assets | float | Intangibles-to-total assets ratio |
capex_to_operating_cash_flow | float | Capital expenditures-to-operating cash flow ratio |
capex_to_revenue | float | Capital expenditures-to-revenue ratio |
capex_to_depreciation | float | Capital expenditures-to-depreciation ratio |
stock_based_compensation_to_revenue | float | Stock-based compensation-to-revenue ratio |
working_capital | float | Working capital |
tangible_asset_value | float | Tangible asset value |
net_current_asset_value | float | Net current asset value |
enterprise_value | float | Enterprise value |
invested_capital | float | Invested capital |
average_receivables | float | Average receivables |
average_payables | float | Average payables |
average_inventory | float | Average inventory |
days_sales_outstanding | float | Days sales outstanding |
days_payables_outstanding | float | Days payables outstanding |
days_of_inventory_on_hand | float | Days of inventory on hand |
receivables_turnover | float | Receivables turnover |
payables_turnover | float | Payables turnover |
inventory_turnover | float | Inventory turnover |
return_on_equity | float | Return on equity |
return_on_invested_capital | float | Return on invested capital |
return_on_tangible_assets | float | Return on tangible assets |
dividend_yield | float | Dividend yield, as a normalized percent. |
graham_number | float | Graham number |
graham_net_net | float | Graham net-net working capital |
Name | Type | Description |
---|---|---|
symbol | str | Symbol representing the entity requested in the data. |
market_cap | float | Market capitalization |
pe_ratio | float | Price-to-earnings ratio (P/E ratio) |
price_to_book | float | Price to book ratio. |
price_to_tangible_book | float | Price to tangible book ratio. |
price_to_revenue | float | Price to revenue ratio. |
quick_ratio | float | Quick ratio. |
gross_margin | float | Gross margin, as a normalized percent. |
ebit_margin | float | EBIT margin, as a normalized percent. |
profit_margin | float | Profit margin, as a normalized percent. |
eps | float | Basic earnings per share. |
eps_growth | float | EPS growth, as a normalized percent. |
revenue_growth | float | Revenue growth, as a normalized percent. |
ebitda_growth | float | EBITDA growth, as a normalized percent. |
ebit_growth | float | EBIT growth, as a normalized percent. |
net_income_growth | float | Net income growth, as a normalized percent. |
free_cash_flow_to_firm_growth | float | Free cash flow to firm growth, as a normalized percent. |
invested_capital_growth | float | Invested capital growth, as a normalized percent. |
return_on_assets | float | Return on assets, as a normalized percent. |
return_on_equity | float | Return on equity, as a normalized percent. |
return_on_invested_capital | float | Return on invested capital, as a normalized percent. |
ebitda | int | Earnings before interest, taxes, depreciation, and amortization. |
ebit | int | Earnings before interest and taxes. |
long_term_debt | int | Long-term debt. |
total_debt | int | Total debt. |
total_capital | int | The sum of long-term debt and total shareholder equity. |
enterprise_value | int | Enterprise value. |
free_cash_flow_to_firm | int | Free cash flow to firm. |
altman_z_score | float | Altman Z-score. |
beta | float | Beta relative to the broad market (rolling three-year). |
dividend_yield | float | Dividend yield, as a normalized percent. |
earnings_yield | float | Earnings yield, as a normalized percent. |
last_price | float | Last price of the stock. |
year_high | float | 52 week high |
year_low | float | 52 week low |
volume_avg | int | Average daily volume. |
short_interest | int | Number of shares reported as sold short. |
shares_outstanding | int | Weighted average shares outstanding (TTM). |
days_to_cover | float | Days to cover short interest, based on average daily volume. |
Name | Type | Description |
---|---|---|
symbol | str | Symbol representing the entity requested in the data. |
market_cap | float | Market capitalization |
pe_ratio | float | Price-to-earnings ratio (P/E ratio) |
forward_pe | float | Forward price-to-earnings ratio. |
peg_ratio | float | PEG ratio (5-year expected). |
peg_ratio_ttm | float | PEG ratio (TTM). |
eps_ttm | float | Earnings per share (TTM). |
eps_forward | float | Forward earnings per share. |
enterprise_to_ebitda | float | Enterprise value to EBITDA ratio. |
earnings_growth | float | Earnings growth (Year Over Year), as a normalized percent. |
earnings_growth_quarterly | float | Quarterly earnings growth (Year Over Year), as a normalized percent. |
revenue_per_share | float | Revenue per share (TTM). |
revenue_growth | float | Revenue growth (Year Over Year), as a normalized percent. |
enterprise_to_revenue | float | Enterprise value to revenue ratio. |
cash_per_share | float | Cash per share. |
quick_ratio | float | Quick ratio. |
current_ratio | float | Current ratio. |
debt_to_equity | float | Debt-to-equity ratio. |
gross_margin | float | Gross margin, as a normalized percent. |
operating_margin | float | Operating margin, as a normalized percent. |
ebitda_margin | float | EBITDA margin, as a normalized percent. |
profit_margin | float | Profit margin, as a normalized percent. |
return_on_assets | float | Return on assets, as a normalized percent. |
return_on_equity | float | Return on equity, as a normalized percent. |
dividend_yield | float | Dividend yield, as a normalized percent. |
dividend_yield_5y_avg | float | 5-year average dividend yield, as a normalized percent. |
payout_ratio | float | Payout ratio. |
book_value | float | Book value per share. |
price_to_book | float | Price-to-book ratio. |
enterprise_value | int | Enterprise value. |
overall_risk | float | Overall risk score. |
audit_risk | float | Audit risk score. |
board_risk | float | Board risk score. |
compensation_risk | float | Compensation risk score. |
shareholder_rights_risk | float | Shareholder rights risk score. |
beta | float | Beta relative to the broad market (5-year monthly). |
price_return_1y | float | One-year price return, as a normalized percent. |
currency | str | Currency in which the data is presented. |