Valuation metrics

Build valuation histories and peer comparisons from enterprise value, market multiples, and per-share fundamentals. Each route returns typed resources in the common v3 financial-period shape.

Choose a valuation endpoint

Select the family that matches the calculation or comparison you need.

Build a comparable series

Each resource identifies the security, reporting cadence, period end, fiscal year, period label, currencies, conversion status, and calculation time. Declared valuation values are top-level fields and use null when unavailable.

Use the same period_type, date bounds, fiscal-year bounds, and order across valuation families. Apply period_label only to quarterly requests, then align results by fiscal context and period_end_date. Follow opaque cursor page URLs instead of constructing page tokens.

Combine enterprise value with credit ratios to understand capital structure. Pair multiples with profitability to compare valuation and operating quality. Use per-share metrics with the income statement and yield analysis to connect reported fundamentals with shareholder-level values.

Common use cases

Use valuation resources for historical and cross-company analysis.

• Comparable company analysis. Compare price-to-earnings and EV-based multiples across peers using the same reporting cadence and fiscal context.
• Historical valuation trends. Track how one company's valuation changes across annual or quarterly periods to place the current multiple in context.
• Enterprise-value analysis. Inspect the debt, cash, and market-value components behind enterprise value instead of relying on the total alone.
• Per-share research. Add per-share revenue, earnings, cash flow, and book value to a research view so users can compare shareholder-level fundamentals.
• Valuation screening. Combine profitability, growth, and valuation measures to find companies that match a defined investment profile.
• Financial modeling. Supply normalized enterprise-value, multiple, and per-share inputs to models and research pipelines across matching periods.

Bulk downloads

Financial statements and ratios for all companies are available as bulk CSV files. You can download them directly from the bulk fundamentals page, without API requests.

Next steps

Choose a valuation family, then add the operating or balance-sheet context that explains it.

• Retrieve enterprise values.
• Retrieve valuation multiples.
• Retrieve per-share metrics.
• Compare profitability ratios.
• Inspect financial statements.