Financial ratios
Use calculated ratios to compare a company's returns, leverage, liquidity, operating efficiency, and shareholder yield without rebuilding every measure from raw statements. Each route returns one typed resource for each requested financial period.
Choose a ratio family
Start with the financial question your model needs to answer.
| Question | Endpoint | Representative measures |
|---|---|---|
| How efficiently does the company earn returns? | Profitability ratios | Returns, margins, tax rate, payout, and sustainable growth. |
| Can the company support its debt? | Credit and debt ratios | Debt, leverage, capital structure, and interest coverage. |
| Can it cover near-term obligations? | Liquidity ratios | Cash, current, quick, coverage, and Altman Z-score measures. |
| How efficiently does working capital move? | Working-capital ratios | Turnover, days outstanding, and cash-conversion measures. |
| What cash return does the valuation imply? | Yield analysis | Cash-flow, free-cash-flow, shareholder, and capital yields. |
Compare periods consistently
All ratio routes share security and period context, including period_type,
period_end_date, fiscal_year, period_label, currencies, and whether
currency conversion was applied. Every declared ratio is a top-level field and
uses null when the value is unavailable.
Use the same cadence and bounds across ratio families when you join results.
Set period_type to annual or quarterly, use period_label only for quarterly
requests, and align resources by period end and fiscal context. Follow opaque
page URLs instead of constructing cursor values yourself.
For an audit trail, pair calculated ratios with the statement resources that provide their underlying balances and flows.
Common use cases
Use ratios when your application needs standardized measures across companies or periods.
- Stock screening. Screen companies by return, margin, leverage, liquidity, or yield thresholds without calculating each measure from raw statements.
- Peer comparison. Compare companies with the same ratio family, reporting cadence, and fiscal context so differences are meaningful.
- Trend analysis. Track changes in profitability and financial health across several periods to identify improving or deteriorating fundamentals.
- Credit analysis. Assess debt capacity with leverage and interest coverage measures, then inspect balance-sheet values for supporting detail.
- Operating efficiency. Analyze inventory, receivables, payables, and the cash-conversion cycle to understand how efficiently working capital moves.
- Quantitative models. Use normalized ratios as consistent features in factor screens, ranking models, and other quantitative research workflows.
Next steps
Choose a ratio family, then connect it to the underlying financial data.