Balance Sheet API

Unique identifier for the financial period record, beginning with fnd_. Store it as the stable reference to this period's figures.

Qualified symbol combining the exchange code and ticker separated by a colon, e.g. NASDAQ:AAPL.

Cadence of the period: annual for full fiscal years, quarterly for fiscal quarters, or ttm for trailing-twelve-month aggregates.

Last calendar day of the financial period, in YYYY-MM-DD format.

Fiscal year the period belongs to, e.g. 2025. Fiscal years may not align with calendar years; Apple's fiscal 2025 ends in September 2025.

Label of the period within the fiscal year: FY for annual periods, or Q1 through Q4 for quarters.

ISO 4217 code of the currency the financial values are reported in, e.g. USD.

ISO 4217 code of the currency used for price-derived values such as market capitalization. It can differ from currency when the listing trades in another currency.

Whether metric values were converted from the company's reporting currency. false means the figures are as originally reported.

String representing the object's type, e.g. v3.fundamentals.income_statement. Each fundamentals endpoint returns its own object type.

Cash, Cash Equivalents & STI: Sum of cash and near cash items and marketable securities: The total amount of money and other assets that a company can easily turn into money.

Cash & Cash Equivalents: Cash & Cash Equivalents is a line item on the balance sheet that reports the value of a company’s assets that are cash or can be converted into cash within 90 days.

ST Investments: Short-term Investments is a line item on the balance sheet that reports the value of a company’s assets that are invested in financial instruments that can be easily sold or mature within one year.

Accounts & Notes Receiv: This field includes money that customers owe to the company for its products or services.

Accounts Receivable, Net: This field includes the total amount of money that customers owe to the company for its goods or services minus the amount that the company thinks it may not collect.

Notes Receivable, Net: This field includes the total amount of money that customers or other parties owe to the company for promissory notes minus the amount that the company thinks it may not collect.

Loans Receivable, Net: This field includes the total amount of money that borrowers owe to the company for loans minus the amount that the company thinks it may not collect.

Other Receivable, Net: This field includes the total amount of money that other parties owe to the company for reasons other than sales, notes, or loans minus the amount that the company thinks it may not collect.

Inventories: These are the things that a business has or makes that can be sold to customers.

Raw Materials: These are the basic materials that a business needs to make its products.

Work In Process: These are the products that a business is still making or finishing.

Finished Goods: These are the products that a business has completed and are ready to be sold to customers.

Inventory Adjustments: These are the changes in the amount of inventory that a business has due to various reasons.

Other Inventory: These are the items that a business has in its inventory that do not fit into any of the other categories.

Other ST Assets: These are the other assets that a business has that are expected to be used or converted into cash within one year.

Prepaid Expenses: These are the expenses that a business has paid in advance for goods or services that will be received or used in the future.

ST Derivative & Hedging Assets: These are the assets that a business has from using financial contracts or instruments that derive their value from other assets, prices or rates.

ST Assets Held-for-Sale: These are the assets that a business has decided to sell or dispose of within one year.

ST Deferred Tax Assets: These are the assets that a business has from paying more taxes in the past than it should have according to the accounting rules.

Misc ST Assets: These are the other current assets that a business has that are not included in any of the other categories.

Total Current Assets: This is the total amount of all the current assets that a business has.

Property, Plant & Equip, Net: The net value of a business’s long-term assets that are used in the production of its goods and services, such as land, buildings, machinery, vehicles and furniture.

Property, Plant & Equip: The gross value of a business’s long-term assets that are used in the production of its goods and services, such as land, buildings, machinery, vehicles and furniture.

Accumulated Depreciation: The total amount of depreciation and impairment losses that have been charged against a business’s long-term assets over their useful lives.

LT Investments & Receivables: The total value of a business’s long-term investments and receivables that are expected to provide benefits or returns beyond one year.

LT Investments: The total value of a business’s long-term investments that are expected to provide benefits or returns beyond one year.

LT Receivables: The total value of a business’s long-term receivables that are expected to be collected beyond one year.

Other LT Assets: The total value of a business’s other long-term assets that are not classified under any other category.

Total Intangible Assets: The total value of a business’s intangible assets that are separately identifiable and measurable.

Goodwill: The value of a business’s intangible asset that represents the excess of the purchase price paid for an acquired business over the fair value of its identifiable net assets.

Other Intangible Assets: The value of a business’s intangible assets that are separately identifiable and measurable, excluding goodwill.

LT Deferred Tax Assets: The value of a business’s asset that represents the future tax benefits that arise from temporary differences between the accounting and tax bases of its assets and liabilities, or from tax loss carryforwards.

LT Derivative & Hedging Assets: The value of a business’s asset that represents the positive fair value of its derivative contracts that are used for hedging or speculative purposes.

Misc LT Assets: The value of a business’s asset that represents any other long-term assets that are not classified under any other category.

Total Noncurrent Assets: The sum of all long-term investments or resources that a company cannot easily convert into cash within a year.

Total Assets: The sum of all current and noncurrent assets that a company owns or controls.

Payables & Accruals: The total amount of short-term obligations that a company owes to its suppliers, creditors, or tax authorities, which have not yet been paid or settled.

Accounts Payable: The amount of money that a company owes to its suppliers or vendors for goods or services that have been received but not yet paid for.

Accrued Taxes: The estimated amount of income tax or other taxes that a company has to pay to the government based on its taxable income for the current period, but has not yet paid or remitted.

Interest & Dividends Payable: The amount of interest and dividends that a company owes to its lenders and shareholders, respectively, but has not yet paid.

Other Payables & Accruals: The amount of other short-term obligations that a company has incurred but not yet paid.

ST Debt: The total amount of debt obligations that a company has to repay within the next 12 months or the current fiscal year, whichever is longer.

ST Borrowings: The amount of money that a company has borrowed from external sources, such as banks or other financial institutions, that has to be repaid within the next 12 months or the current fiscal year, whichever is longer.

ST Finance Leases: The amount of lease payments that a company has to make within the next 12 months or the current fiscal year, whichever is longer, for assets that are leased under a finance lease arrangement.

Other ST Liabilities: The total amount of other short-term obligations that a company has to pay within the next 12 months or the current fiscal year, whichever is longer, that are not classified under other specific categories of current liabilities.

Deferred Revenue: The amount of revenue that a company has received in advance for goods or services that have not yet been delivered or performed.

Derivatives & Hedging: The amount of money that a company has to pay as a result of changes in the fair value or cash flows of derivative instruments that are used to hedge its exposure to various risks, such as interest rate risk, currency risk, or commodity price risk.

Deferred Tax Liabilities: The amount of income tax that a company has to pay in the future as a result of temporary differences between the accounting and tax treatment of certain items.

Misc ST Liabilities: The amount of other miscellaneous short-term obligations that a company has to pay within the next 12 months or the current fiscal year, whichever is longer, that are not included in any other category of current liabilities.

Total Current Liabilities: The sum of all short-term financial obligations that are due within one year or within a normal operating cycle.

LT Debt: Long-term debt is debt that matures in more than one year.

LT Borrowings: Long-term borrowings are a subset of long-term debt that includes only the debt instruments that have a specified maturity date and interest rate.

LT Finance Leases: A capital lease, also known as a finance lease under ASC 842, is a lease that transfers substantially all the risks and rewards of ownership of the leased asset to the lessee.

Other LT Liabilities: Other long-term liabilities are obligations that are due after more than one year and do not fit into any other liability categories.

Accrued Liabilities: Expenses that a business incurs but has not yet paid or recorded1.

Pension Liabilities: Pension Liabilities: The present value of the future payments that a pension plan has to make to its current and past members, based on their years of service and salary levels.

Deferred Revenue: The amount of money that a company receives in advance for goods or services that have not yet been delivered or performed.

Deferred Tax Liabilities: Deferred Tax Liabilities: The amount of taxes that a company will have to pay in the future due to temporary differences between its accounting income and taxable income.

Derivatives & Hedging: Derivatives & Hedging are financial instruments that are used to reduce the exposure to various risks, such as interest rate risk, currency risk, or commodity price risk.

Misc LT Liabilities: Miscellaneous long-term liabilities are obligations that are not due within one year and are not classified under any specific category of liabilities.

Total Noncurrent Liabilities: Total noncurrent liabilities are the sum of all obligations that are not expected to be paid within one year.

Total Liabilities: Total liabilities are the sum of all current and noncurrent liabilities of a company.

Preferred Equity and Hybrid Capital: Preferred equity and hybrid capital are types of securities that have both debt-like and equity-like features.

Share Capital & APIC: Share capital and additional paid-in capital are components of shareholders’ equity that represent the amount of money raised by issuing shares of stock.

Common Stock: Common stock is a type of security that represents ownership of equity in a company.

Additional Paid in Capital: Additional paid in capital (APIC) is a component of shareholders’ equity that represents the excess amount of money that investors have paid for a company’s shares over their par value.

Treasury Stock: Treasury stock is a type of security that represents the shares that a company has repurchased from its shareholders and is holding in its own treasury.

Retained Earnings: Retained earnings are a component of shareholders’ equity that represents the accumulated net income that a company has retained after paying dividends to its shareholders.

Other Equity: Other equity is a type of security that represents equity that is not in the form of securities or direct investment.

Equity Before Minority Interest: Equity before minority interest is a measure of shareholders’ equity that includes both the equity attributable to the parent company and the equity attributable to the non-controlling interests (also known as minority interests).

Minority/Non Controlling Interest: Minority/Non Controlling Interest is a type of equity that represents the ownership stake of less than 50% in a subsidiary company by an investor or a parent company.

Total Equity: The total value of ownership interest in a company, derived by deducting total liabilities from total assets.

Total Liabilities & Equity: The sum of all the obligations and ownership claims of a company, equal to its total assets.

Shares Outstanding: The total number of shares that a company has issued and that investors own as of a certain date.

Capital Leases - Total: The total amount of leases that a company has entered into that are considered as purchases of assets for accounting purposes.

Net Debt: Net debt is a way to measure how much money a company owes after using its cash and other liquid assets to pay off as much debt as possible.

Net Debt to Equity: Net debt to shareholders equity is a way to measure how much a company relies on debt to finance its operations.

Tangible Common Equity Ratio: Tangible common equity ratio is a way to measure how much a company’s equity is based on its physical assets.

Current Ratio: Current ratio is a way to measure how well a company can pay its short-term debts with its short-term assets.

Cash Conversion Cycle: Cash conversion cycle is a way to measure how long it takes for a company to turn its inventory and other resources into cash.

Number of Employees: The total number of people who work for a company as of a certain date.