Fundamentals fields

Look up every field a fundamentals row can contain, with its type, unit, nullability, meaning and, for computed fields, the formula.

View llms.txt

A row from Fundamentals carries 11 identity and period fields, knowledge_time_basis on archive rows, currency, field_currency when it applies, up to 55 value fields, and up to four provenance members. This page defines every one of them.

Money values are in millions of the currency named in the row's currency, and eps_basic and eps_diluted are in that currency per share: millions of USD and USD per share on a row whose currency is USD, such as every Apple row. Values are not converted between currencies, and field_currency names any requested value in another currency than its row's. The unit column in the tables below states the units of a USD row. Share counts are in millions of shares. Share counts and per-share figures are as filed and are not adjusted for later stock splits: Apple's fiscal 2019 eps_diluted reads 11.89 USD per share and its shares_outstanding reads 4443.236 million shares, the figures filed before its 2020 four-for-one split. Every value field is a JSON number or null, and money values can carry decimals, such as 316.933 for 316.933 million USD.

Each row has a source. filing rows come from the company's XBRL financial statements filed with the SEC. archive rows come from a point-in-time historical record. Some fields are reported on filing rows only and are null on archive rows; the descriptions below say so. null means no value is available for that field on that row.

With no fields parameter, value fields appear in the order of the example row below; the notes under each table say where the computed fields sit. With fields, they appear in the order you list them. Pass fields=all for the full set.

Example row

Apple's fiscal 2023 annual row, from GET /v1/fundamentals/AAPL?period=annual&start=2023-01-01 on a paid plan. Free keys read periods from the last 12 months only.

response.json

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69{
  "entity_id": 1,
  "ticker": "AAPL",
  "entity_name": "APPLE INC",
  "gics_sector": "Information Technology",
  "period_end": "2023-09-30",
  "period_type": "annual",
  "fiscal_year": 2023,
  "fiscal_period": "FY",
  "filing_date": "2023-11-03",
  "version": "original",
  "source": "filing",
  "currency": "USD",
  "revenue": 383285,
  "cost_of_revenue": 214137,
  "cost_of_goods_sold": 214137,
  "gross_profit": 169148,
  "research_and_development": 29915,
  "selling_general_admin": 24932,
  "depreciation_amortization": 11519,
  "impairment_charges": null,
  "operating_income": 114301,
  "interest_expense": 3933,
  "pretax_income": 113736,
  "income_tax_expense": 16741,
  "net_income": 96995,
  "minority_interest_income": null,
  "net_income_attributable_to_parent": 96995,
  "ebit": 117669,
  "ebitda": 129188,
  "eps_basic": 6.16,
  "eps_diluted": 6.13,
  "cash_and_equivalents": 29965,
  "short_term_investments": 31590,
  "cash_and_short_term_investments": 61555,
  "accounts_receivable": 29508,
  "inventory": 6331,
  "current_assets_total": 143566,
  "property_plant_equipment_gross": 114599,
  "property_plant_equipment_net": 43715,
  "goodwill": null,
  "other_noncurrent_assets": 64758,
  "total_assets": 352583,
  "accounts_payable": 62611,
  "short_term_debt": 5985,
  "current_liabilities_total": 145308,
  "long_term_debt": 95281,
  "pension_liabilities": null,
  "total_liabilities": 290437,
  "total_debt": 101266,
  "common_stock_value": 73812,
  "preferred_equity": null,
  "retained_earnings": -214,
  "total_equity": 62146,
  "minority_interest": null,
  "total_equity_including_minority": null,
  "change_in_accounts_receivable": -1688,
  "operating_cash_flow": 110543,
  "capital_expenditures": 10959,
  "investing_cash_flow": 3705,
  "share_issuance": null,
  "dividends_paid_common": null,
  "financing_cash_flow": -108488,
  "free_cash_flow": 99584,
  "shares_outstanding": 15550.061,
  "weighted_avg_shares_basic": 15744.231,
  "sic": "3663",
  "naics": "334220"
}

Identity and period

These fields are on every row, whatever you pass in fields; knowledge_time_basis only on archive rows, and field_currency only when it applies.

field	type	unit	nullable	description
`entity_id`	`int`	none	no	Issuer id. Every share class of a company returns the same `entity_id`: `31223` for Alphabet whether you request `GOOGL` or `GOOG`. Pass it as `entity_id` to request the same company again. See Tickers and entities.
`ticker`	`str`	none	yes	The ticker you requested that resolved to this issuer, repeated on every row. On `entity_id` requests, the ticker of the issuer's primary listed class (see Tickers and entities). When two requested tickers resolve to the same issuer, the later one in the request.
`entity_name`	`str`	none	yes	The issuer's name as currently recorded, the same on every row.
`gics_sector`	`str`	none	yes	The issuer's GICS sector from its current classification, the same on every row, such as `Information Technology`.
`period_end`	`str`	date	no	Last day of the fiscal period, `YYYY-MM-DD`. `filing` rows keep the company's own date, such as `2024-09-28` for Apple's 52/53-week fiscal 2024. `archive` rows use the calendar month-end, such as `2024-09-30` for Apple's fiscal 2024 fourth quarter.
`period_type`	`str`	none	no	`annual` or `quarterly`.
`fiscal_year`	`int`	none	yes	The company's own fiscal-year label. It cannot be derived from `period_end`: NVIDIA's `2025` ended on 2025-01-26, and Sprint's `2018` ended on 2019-03-31.
`fiscal_period`	`str`	none	yes	`FY` on annual rows; `Q1`, `Q2`, `Q3` or `Q4` on quarterly rows; `null` when the period carries no fiscal label. A `Q4` row whose `labels` carry `derived_q4: true` is a derived fourth quarter (see Provenance and labels below).
`filing_date`	`str`	date	yes	Date the filing was filed with the SEC, `YYYY-MM-DD`. In the default view this is the filing the row's figures came from, which can be a later report that repeated the period as a comparative year: Microsoft's fiscal 2008 row reads `2010-07-30`. `version=original` returns the first filing of each period. On a derived fourth quarter, the 10-K's filing date. `null` on `archive` rows; see `knowledge_time_basis`.
`version`	`str`	none	no	`original`: the first filing that reported the period. `restated`: a later filing that reported the period again; its values may be unchanged. `amendment`: an amended filing. Always `restated` on `archive` rows, and `original` on a derived fourth quarter.
`source`	`str`	none	no	`filing` or `archive`. `archive` rows serve periods that no `filing` row reports, such as most fourth quarters and periods before XBRL filings, and periods where the `archive` row reports `revenue` or `net_income` that the `filing` row lacks. A derived fourth quarter reads `filing`.
`knowledge_time_basis`	`str`	none	no	On `archive` rows only, after `source`; absent on `filing` rows, whose clock is `filing_date`. `observed`: the record holds the date each figure became public, and `as_of` uses it. `bulk_load`: a figure that was public before 1986-12-14, the day the record opens; `as_of` returns it from that date. `none`: a period before the point-in-time record, with no publication date on record; returned in the default view only, never with `as_of`, `view=as_reported` or `version=original`. Procter & Gamble's fiscal 1950 row reads `none`.
`currency`	`str`	none	yes	The currency the row's own money values are stated in, as a three-letter code such as `USD` or `CAD`, after `source` (after `knowledge_time_basis` on `archive` rows). On `archive` rows, the code on record for the period. On `filing` rows, the unit the filing's facts are tagged in (`USD`), or the `archive` code where the `archive` record states the filing's own figures for the period and another period of the company confirms it. `null` where the currency cannot be told. Values are not converted; per-share figures are in this currency per share. A requested value in another currency is named in `field_currency`. Canadian National's fiscal 2023 row reads `CAD`.
`field_currency`	`object`	none	no	Present only when a requested value on the row is in another currency than the row's `currency`, or when its currency cannot be told, after `currency`. Maps each such field to its three-letter code, or to `null` where its currency cannot be told. A value filled from the `archive` row (`filled_from_historical`) is in the archive's currency. On an `archive` row, a quarter worked out from the company's own year-to-date figures (`derived_from_ytd`) is in the currency of those figures where comparing them with the `archive` record tells it, and `null` where it cannot be told. A computed field whose inputs share such a currency is named with it; a computed field whose inputs are in two currencies is `null` and is not named.

Income statement

field	type	unit	nullable	description
`revenue`	`float`	millions of USD	yes	Total revenue (net sales). On `filing` rows, the filing's top line, and a total smaller than one of its own parts in the same filing is not used; for a bank, total net revenue: the bank's own total where it reports one, otherwise net interest income plus noninterest income, and `null` where that total is negative.
`cost_of_revenue`	`float`	millions of USD	yes	Total cost of revenue. Equals `cost_of_goods_sold` unless the filing reports its own gross profit and `revenue - cost_of_goods_sold` differs from it by more than 0.1% of `revenue`; then it is `revenue - gross_profit` and the row lists `cost_of_revenue` in `derived_from_filed`. Microsoft's fiscal 2016: `cost_of_goods_sold` `17880`, `cost_of_revenue` `32780`.
`cost_of_goods_sold`	`float`	millions of USD	yes	Cost of goods and services sold, as tagged in the filing.
`gross_profit`	`float`	millions of USD	yes	Gross profit, as reported. `filing` rows only, except fourth-quarter values derived from the company's own figures (listed in `derived_from_ytd`).
`research_and_development`	`float`	millions of USD	yes	Research and development expense. `filing` rows only, except fourth-quarter values derived from the company's own figures (listed in `derived_from_ytd`).
`selling_general_admin`	`float`	millions of USD	yes	Selling, general and administrative expense.
`depreciation_amortization`	`float`	millions of USD	yes	Depreciation and amortisation expense.
`impairment_charges`	`float`	millions of USD	yes	Impairment charges, as filed. `filing` rows only.
`operating_income`	`float`	millions of USD	yes	Operating income.
`interest_expense`	`float`	millions of USD	yes	Total interest expense as the filer reports it, for a bank including interest on deposits. Where the filer reports only a net interest figure, the net interest cost as a positive number; net interest income is not reported as interest expense.
`pretax_income`	`float`	millions of USD	yes	Income before income taxes. Where the filer reports only domestic and foreign pretax income, their sum.
`income_tax_expense`	`float`	millions of USD	yes	Income tax expense.
`net_income`	`float`	millions of USD	yes	Net income.
`minority_interest_income`	`float`	millions of USD	yes	Net income attributable to noncontrolling interests. `filing` rows only.
`net_income_attributable_to_parent`	`float`	millions of USD	yes	Net income attributable to the parent company's shareholders. When the filing does not report this line separately and its net income is the figure attributable to the parent, equals `net_income`. `filing` rows only.
`eps_basic`	`float`	USD per share	yes	Basic earnings per share, as filed, not adjusted for later splits. `null` on a derived fourth quarter.
`eps_diluted`	`float`	USD per share	yes	Diluted earnings per share, as filed, not adjusted for later splits. `null` on a derived fourth quarter.

ebit and ebitda sit between net_income_attributable_to_parent and eps_basic in the response; they are defined under Computed fields below.

Balance sheet

field	type	unit	nullable	description
`cash_and_equivalents`	`float`	millions of USD	yes	Cash and cash equivalents from the balance sheet. Where the balance sheet has no cash and cash equivalents line, the cash-flow statement's total of cash, cash equivalents and restricted cash, or the balance sheet's cash or cash and due from banks line. Any of these three above the filing's total assets is not used, and for a blank-check company whose balance sheet shows its trust account separately, cash held in the trust is not included. `filing` rows only.
`short_term_investments`	`float`	millions of USD	yes	Short-term investments. `filing` rows only.
`accounts_receivable`	`float`	millions of USD	yes	Accounts receivable, net.
`inventory`	`float`	millions of USD	yes	Inventories.
`current_assets_total`	`float`	millions of USD	yes	Total current assets. On a `filing` row that does not report it, taken from the matching `archive` row and listed in `filled_from_historical`.
`property_plant_equipment_gross`	`float`	millions of USD	yes	Property, plant and equipment before accumulated depreciation.
`property_plant_equipment_net`	`float`	millions of USD	yes	Property, plant and equipment, net of accumulated depreciation. On `filing` rows, net utility plant for a utility and net investment property for a real-estate company; either line above the filing's total assets is not used.
`goodwill`	`float`	millions of USD	yes	Goodwill. `filing` rows only.
`other_noncurrent_assets`	`float`	millions of USD	yes	Other non-current assets, as the filing reports the line. `filing` rows only.
`total_assets`	`float`	millions of USD	yes	Total assets. On a `filing` row that does not report it, taken from the matching `archive` row and listed in `filled_from_historical`.
`accounts_payable`	`float`	millions of USD	yes	Accounts payable. `filing` rows only.
`short_term_debt`	`float`	millions of USD	yes	Short-term debt as reported, such as commercial paper. On `archive` rows, total debt due within one year.
`current_liabilities_total`	`float`	millions of USD	yes	Total current liabilities. On a `filing` row that does not report it, taken from the matching `archive` row and listed in `filled_from_historical`.
`long_term_debt`	`float`	millions of USD	yes	Long-term debt.
`pension_liabilities`	`float`	millions of USD	yes	Defined-benefit pension and other post-retirement benefit liabilities as one line the filing reports, usually the noncurrent amount: the noncurrent line for pension and other post-retirement benefits together where the filing reports that line; otherwise the pension line alone; otherwise another benefit line, such as other post-retirement benefits, post-employment benefits, or a combined line that also includes post-employment benefits or the current amount. Asset-retirement obligations, accrued payroll and deferred compensation are not included. `filing` rows only.
`total_liabilities`	`float`	millions of USD	yes	Total liabilities. On a `filing` row that does not report it, taken from the matching `archive` row and listed in `filled_from_historical`.
`common_stock_value`	`float`	millions of USD	yes	Carrying value of common stock as reported. Where a company reports common stock and additional paid-in capital as one line, as Apple does, the combined line.
`preferred_equity`	`float`	millions of USD	yes	Carrying value of preferred stock.
`retained_earnings`	`float`	millions of USD	yes	Retained earnings; negative for an accumulated deficit, such as Apple's `-214` for fiscal 2023.
`total_equity`	`float`	millions of USD	yes	Stockholders' equity attributable to the parent company. On `archive` rows, common stockholders' equity, which excludes preferred stock.
`minority_interest`	`float`	millions of USD	yes	Noncontrolling interests in equity.
`total_equity_including_minority`	`float`	millions of USD	yes	Total equity including noncontrolling interests. `filing` rows only.

cash_and_short_term_investments sits after short_term_investments, and total_debt after total_liabilities, in the response; both are defined under Computed fields below.

Cash flow

On quarterly rows, cash-flow values are for the single quarter. Where a filing reports a line only year-to-date, the quarter is the difference of the company's own cumulative figures, such as the fourth quarter as the full year less nine months, and the row lists the field in derived_from_ytd. On a derived fourth quarter, every income-statement and cash-flow line is the 10-K's fiscal year less the third-quarter 10-Q's nine months, and balance-sheet lines are the 10-K's year-end figures.

field	type	unit	nullable	description
`change_in_accounts_receivable`	`float`	millions of USD	yes	Change in accounts receivable with the cash-flow statement's sign: negative when accounts receivable increased and used cash. Apple's fiscal 2023 reads `-1688`. `filing` rows only.
`operating_cash_flow`	`float`	millions of USD	yes	Net cash provided by operating activities. On a `filing` row that does not report it, taken from the matching `archive` row and listed in `filled_from_historical`. On `archive` rows, annual rows only, except quarterly values derived from the company's own figures; `null` on annual rows before 1968.
`capital_expenditures`	`float`	millions of USD	yes	Capital expenditures on property, plant and equipment. On `archive` rows, annual rows only, except quarterly values derived from the company's own figures.
`investing_cash_flow`	`float`	millions of USD	yes	Net cash from investing activities; negative for a net outflow. `filing` rows only.
`share_issuance`	`float`	millions of USD	yes	Proceeds from issuing stock. `filing` rows only.
`dividends_paid_common`	`float`	millions of USD	yes	Cash dividends paid to common shareholders; where the filing reports no payment of common dividends, the common dividends it declares. On `archive` rows, annual rows only.
`financing_cash_flow`	`float`	millions of USD	yes	Net cash from financing activities; negative for a net outflow. `filing` rows only.

free_cash_flow sits after financing_cash_flow in the response and is defined under Computed fields below.

field	type	unit	nullable	description
`shares_outstanding`	`float`	millions of shares	yes	Common shares outstanding, as filed, not adjusted for later splits. `null` on a derived fourth quarter.
`weighted_avg_shares_basic`	`float`	millions of shares	yes	Weighted-average basic shares used for `eps_basic`, as filed, not adjusted for later splits. `null` on a derived fourth quarter.

Computed fields

These five fields are calculated on each row from other fields on the same row. Each is null unless every input is present on that row; a missing input never produces a partial sum. Apple's fiscal 2024 row has no interest_expense, so its ebit and ebitda are null. Each is also null where its inputs are in two currencies (see field_currency).

field	type	unit	nullable	description
`ebit`	`float`	millions of USD	yes	`pretax_income + interest_expense`. Apple's fiscal 2023: 113736 + 3933 = `117669`.
`ebitda`	`float`	millions of USD	yes	`pretax_income + interest_expense + depreciation_amortization`. Apple's fiscal 2023: 113736 + 3933 + 11519 = `129188`.
`total_debt`	`float`	millions of USD	yes	`short_term_debt + long_term_debt`. Apple's fiscal 2023: 5985 + 95281 = `101266`.
`cash_and_short_term_investments`	`float`	millions of USD	yes	On `filing` rows, `cash_and_equivalents + short_term_investments`; Apple's fiscal 2023: 29965 + 31590 = `61555`. On `archive` rows, the cash and short-term investments figure the record reports directly.
`free_cash_flow`	`float`	millions of USD	yes	`operating_cash_flow` less the absolute value of `capital_expenditures`. Apple's fiscal 2023: 110543 - 10959 = `99584`.

When an input of a computed field was derived or filled, the computed field is listed with it: Apple's quarterly rows list free_cash_flow in derived_from_ytd next to operating_cash_flow and capital_expenditures.

Classification fields

field	type	unit	nullable	description
`sic`	`str`	none	yes	The issuer's SIC industry code as a string, such as `"3663"`, from its current classification, the same on every row.
`naics`	`str`	none	yes	The issuer's NAICS industry code as a string, such as `"334220"`, from its current classification, the same on every row.

Provenance and labels

These members appear only when they have content. Each list names value fields on that row, and only fields you requested. Three lists name what a value came from, and labels.derived_q4 marks a derived fourth quarter.

field	type	unit	nullable	description
`filled_from_historical`	`list[str]`	none	no	Fields on a `filing` row whose value came from the matching `archive` row because the filing does not report the line, or because its figure is left empty and named in `labels.money_scale_withheld`. Only `total_assets`, `total_liabilities`, `current_assets_total`, `current_liabilities_total` and `operating_cash_flow` fill. These values come from the `archive` row for the period, and `field_currency` names their currency where it is not the row's. Not applied under `view=as_reported`. Omitted when empty.
`derived_from_ytd`	`list[str]`	none	no	Fields on a quarterly row computed from the company's own year-to-date figures. Applies to `operating_cash_flow`, `investing_cash_flow`, `financing_cash_flow`, `capital_expenditures`, `share_issuance`, `dividends_paid_common`, `change_in_accounts_receivable`, `depreciation_amortization`, `gross_profit` and `research_and_development`, and to a computed field whose input was derived. On a derived fourth quarter, every income-statement and cash-flow line the row carries, in every view. Otherwise not applied under `view=as_reported`. On an `archive` row, these values come from the company's own filings, and `field_currency` names their currency where it is not the row's. Omitted when empty.
`derived_from_filed`	`list[str]`	none	no	Fields computed from other figures on the same filing. Only `cost_of_revenue`, as described above. Omitted when empty.
`labels`	`object`	none	no	Flags on values that are served as filed or left empty, and on a derived fourth quarter. Most keys are `true`; `money_scale_suspect` and `money_scale_withheld` are lists of field names. Omitted when no flag is set. The keys are listed below.

labels keys:

vintage_opens_before_period_end: on an archive row, the record's value became known before period_end. IBM's 1997 annual rows under view=as_reported include one with this label.
filed_before_period_end: on a filing row, the filing date is earlier than period_end as the company tagged it.
eps_scale_suspect: eps_basic or eps_diluted as filed exceeds 100,000 per share in absolute value, or is about 1,000 or 1,000,000 times another measure of the same figure. On a filing row, that is larger or smaller than the archive record's figure for the period, or larger than the figure in the company's other filings of the period or than the row's own net_income per weighted share. On an archive row, it is larger than the row's own income per basic share, where that share count agrees with the shares outstanding. The figure is served as filed, and Metrics does not use it.
share_scale_suspect: on a filing row, a share count as filed is about 1,000 or 1,000,000 times larger or smaller than another measure of the same count, such as the archive record's count for the period or the count implied by net_income and EPS. The count is served as filed.
money_scale_suspect: on a filing row, a list of the requested money fields whose figure as filed the archive record for the period carries about 1,000 or 1,000,000 times larger or smaller, and of the requested computed fields with such a figure among their inputs. The figures are served as filed.
money_scale_withheld: on a filing row, a list of the requested money fields whose filed figure is left empty because another filing of the period and the archive record carry it about 1,000 or 1,000,000 times larger or smaller, and of the requested computed fields with such a figure among their inputs. Each such field is null, or filled from the archive row and listed in filled_from_historical. See Derived and filled values on Fundamentals.
derived_q4: on a quarterly filing row, the row is a fourth quarter derived as the fiscal year reported on the 10-K less the first nine months reported on the same fiscal year's third-quarter 10-Q. It exists only where no fourth-quarter row from a filing or the archive is on record for that fiscal year. A line the two filings do not both report on the same basis is null; eps_basic, eps_diluted, shares_outstanding and weighted_avg_shares_basic are null. Its filing_date is the 10-K's, so an as_of date before that filing does not return it. See Fundamentals.

response.json

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20{
  "entity_id": 3912,
  "ticker": "IBM",
  ...
  "period_end": "1997-12-31",
  "period_type": "annual",
  "fiscal_year": 1997,
  "fiscal_period": "FY",
  "filing_date": null,
  "version": "restated",
  "source": "archive",
  "knowledge_time_basis": "observed",
  "currency": "USD",
  "revenue": null,
  "net_income": null,
  "shares_outstanding": null,
  "labels": {
    "vintage_opens_before_period_end": true
  }
}

Units at a glance

Millions of the row's currency, millions of USD on a USD row: every income-statement, balance-sheet, cash-flow and computed field, except a value that field_currency names, which is in the currency named there.
The row's currency per share, USD per share on a USD row: eps_basic, eps_diluted.
Millions of shares: shares_outstanding, weighted_avg_shares_basic.
Strings: sic, naics, currency and the identity fields.

Other endpoints use other scales. Read Units and scales before you combine fundamentals with data from Prices, or use Metrics for ratios that combine the two.

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