ratios
Get an extensive set of financial and accounting ratios for a given company over time.
Examples
from openbb import obb
obb.equity.fundamental.ratios(symbol='AAPL', provider='fmp')
obb.equity.fundamental.ratios(symbol='AAPL', period=annual, limit=12, provider='intrinio')
Parameters
- standard
- fmp
- intrinio
symbol: str | list[str]
Symbol to get data for. Multiple items allowed for provider(s): fmp.
limit: int
The number of data entries to return.
symbol: str | list[str]
Symbol to get data for. Multiple items allowed for provider(s): fmp.
limit: int
Only applicable when TTM is not set to 'only'. Defines the number of most recent reporting periods to return. The default is 5.
ttm: Literal['include', 'exclude', 'only']
Default: only
Specify whether to include, exclude, or only show TTM (Trailing Twelve Months) data. The default is 'only'.
period: Literal['q1', 'q2', 'q3', 'q4', 'fy', 'annual', 'quarter']
Default: annual
Specify the fiscal period for the data.
symbol: str | list[str]
Symbol to get data for. Multiple items allowed for provider(s): fmp.
limit: int
The number of data entries to return.
period: Literal['annual', 'quarter', 'ttm', 'ytd']
Default: annual
Time period of the data to return.
fiscal_year: int
The specific fiscal year. Reports do not go beyond 2008.
Returns
results: list[FinancialRatios]
Serializable results.
provider: Optional[Literal['fmp', 'intrinio']]
Provider name.
warnings: Optional[list[Warning_]]
list of warnings.
chart: Optional[Chart]
Chart object.
extra: dict[str, Any]
Extra info.
Data
- standard
- fmp
- intrinio
symbol: str
Symbol representing the entity requested in the data.
period_ending: date
The date of the data.
fiscal_period: str
Period of the financial ratios.
fiscal_year: int
Fiscal year.
symbol: str
Symbol representing the entity requested in the data.
period_ending: date
The date of the data.
fiscal_period: str
Period of the financial ratios.
fiscal_year: int
Fiscal year.
currency: str
Currency in which the company reports financials.
gross_profit_margin: float
Gross profit margin.
ebit_margin: float
Earnings before interest and taxes (EBIT) margin.
ebitda_margin: float
Earnings before interest, taxes, depreciation, and amortization (EBITDA) margin.
operating_profit_margin: float
Operating profit margin.
pretax_profit_margin: float
Pretax profit margin.
continuous_operations_profit_margin: float
Continuous operations profit margin.
net_profit_margin: float
Net profit margin.
bottom_line_profit_margin: float
Bottom line profit margin.
receivables_turnover: float
Receivables turnover ratio.
payables_turnover: float
Payables turnover ratio.
inventory_turnover: float
Inventory turnover ratio.
fixed_asset_turnover: float
Fixed asset turnover ratio.
asset_turnover: float
Asset turnover ratio.
current_ratio: float
Current ratio.
quick_ratio: float
Quick ratio.
solvency_ratio: float
Solvency ratio.
cash_ratio: float
Cash ratio.
price_to_earnings: float
Price to earnings (P/E) ratio.
price_to_earnings_growth: float
Price to earnings growth (PEG) ratio.
forward_price_to_earnings_growth: float
Forward price to earnings growth (PEG) ratio.
price_to_book: float
Price to book (P/B) ratio.
price_to_sales: float
Price to sales (P/S) ratio.
price_to_free_cash_flow: float
Price to free cash flow (P/FCF) ratio.
price_to_operating_cash_flow: float
Price to operating cash flow (P/OCF) ratio.
debt_to_assets: float
Debt to assets ratio.
debt_to_equity: float
Debt to equity ratio.
debt_to_capital: float
Debt to capital ratio.
long_term_debt_to_capital: float
Long-term debt to capital ratio.
financial_leverage_ratio: float
Financial leverage ratio.
working_capital_turnover_ratio: float
Working capital turnover ratio.
operating_cash_flow_ratio: float
Operating cash flow ratio.
operating_cash_flow_sales_ratio: float
Operating cash flow to sales ratio.
free_cash_flow_operating_cash_flow_ratio: float
Free cash flow to operating cash flow ratio.
debt_service_coverage_ratio: float
Debt service coverage ratio.
interest_coverage_ratio: float
Interest coverage ratio.
short_term_operating_cash_flow_coverage_ratio: float
Short-term operating cash flow coverage ratio.
operating_cash_flow_coverage_ratio: float
Operating cash flow coverage ratio.
capital_expenditure_coverage_ratio: float
Capital expenditure coverage ratio.
dividend_paid_and_capex_coverage_ratio: float
Dividend paid and capital expenditure coverage ratio.
dividend_payout_ratio: float
Dividend payout ratio.
dividend_yield: float
Dividend yield.
dividend_per_share: float
Dividend per share.
revenue_per_share: float
Revenue per share.
net_income_per_share: float
Net income per share.
interest_debt_per_share: float
Interest-bearing debt 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.
operating_cash_flow_per_share: float
Operating cash flow per share.
capex_per_share: float
Capital expenditure per share.
free_cash_flow_per_share: float
Free cash flow per share.
net_income_per_ebt: float
Net income per earnings before tax (EBT).
ebt_per_ebit: float
Earnings before tax (EBT) per earnings before interest and tax (EBIT).
price_to_fair_value: float
Price to fair value ratio.
debt_to_market_cap: float
Debt to market capitalization ratio.
effective_tax_rate: float
Effective tax rate.
enterprise_value_multiple: float
Enterprise value multiple (EV/EBITDA).
symbol: str
Symbol representing the entity requested in the data.
period_ending: date
The date of the data.
fiscal_period: str
Period of the financial ratios.
fiscal_year: int
Fiscal year.