Financial Data
Insert complete financial statement tables into Google Sheets with one click. Select a company, choose a table, and the add-on populates your cells with structured data ready for analysis.
Available Tables
The add-on can auto-insert 10 pre-built financial data tables:
Financial Statements
| Table | Description | Key Metrics |
|---|---|---|
| Income Statement | Revenue through net income | Revenue, Gross Profit, Operating Income, Net Income, EPS |
| Balance Sheet | Assets, liabilities, and equity | Total Assets, Total Debt, Cash, Shareholders' Equity |
| Cash Flow Statement | Operating, investing, and financing | Operating Cash Flow, CapEx, Free Cash Flow, Dividends |
Financial Ratios
| Table | Description | Key Metrics |
|---|---|---|
| Profitability | Margins and returns | ROE, ROA, ROIC, Gross Margin, Operating Margin, Profit Margin |
| Credit | Debt coverage and leverage | Debt/EBITDA, Net Debt/EBIT, Interest Coverage, Debt/Equity |
| Liquidity | Short-term solvency | Current Ratio, Quick Ratio, Cash Ratio, Altman Z-Score |
| Working Capital | Efficiency and turnover | Receivable Days, Inventory Days, Payable Days, Cash Conversion Cycle |
| Enterprise Value | EV breakdown and ratios | Market Cap, Enterprise Value, EV/EBITDA, EV/Sales, EV/FCF |
| Valuation Multiples | Price-based ratios | P/E, P/B, P/S, Price/FCF, EV/EBITDA (with high/low/avg variants) |
| Per Share Data | Per-share metrics | EPS, Book Value/Share, Revenue/Share, FCF/Share, Dividends/Share |
How to Insert a Table
- Open the ROIC.ai add-on panel in Google Sheets
- Select the Financial Data tab
- Search for a company by ticker symbol (e.g.,
AAPL) - Select the time period: Annual, Quarterly, or TTM
- Set the number of periods (e.g., 10 years of annual data)
- Optionally, choose one of the 10 available tables to insert a specific statement or ratio set
- Click Insert to populate the data starting from your selected cell
The table includes row labels (metric names) and column headers (fiscal years or quarters).
Data Layout
Each table inserts as a structured grid:
- Rows are financial metrics (e.g., Revenue, COGS, Gross Profit)
- Columns are time periods (e.g., 2024 Y, 2023 Y, 2022 Y)
- The first column contains metric labels (e.g., "Sales Revenue", "Net Income")
- The second column contains the
financial_id— a unique identifier for each metric (e.g.,is_sales_revenue_turnover,is_net_income). You can use this as a reference when building custom formulas in the Formula Builder - The first row contains period headers
Data is inserted as raw values, not formulas.
Supported Periods
| Period | Description | Example Headers |
|---|---|---|
| Annual | Full fiscal year data | 2024 Y, 2023 Y, 2022 Y |
| Quarterly | Individual quarters | 2024 Q1, 2023 Q4, 2023 Q3 |
| TTM | Trailing twelve months | TTM (latest available) |
You can request up to 40+ years of annual data or 80 quarters of quarterly data.
Coverage
- 60,000+ public companies across 70+ global exchanges
- Data sourced from SEC filings, exchange feeds, and regulatory databases
- Financial statements go back 20+ years for most US companies
Next Steps
- Build custom formulas for specific metrics across multiple companies
- Authentication setup if you haven't connected your account yet