Custom Fundamentals
This API endpoint returns structured financial metrics for public companies across multiple reporting contexts (latest, trailing twelve months, and annual periods), enabling developers to build financial analysis tools, stock research platforms, and fintech applications.
Retrieve Financial Metrics for Public Companies
The Company Financials API provides structured access to financial metrics for publicly traded companies. This endpoint allows developers, financial platforms, and research teams to retrieve specific financial data points for one or multiple companies using flexible query parameters.
Instead of downloading entire financial statements, applications can request only the financial fields they need, making it easier to power investment tools, analytics dashboards, and financial research platforms.
What This API Enables
Build institutional-grade research tools that provide access to company fundamentals and financial performance metrics.
Create investor dashboards displaying valuation ratios, profitability metrics, and financial health indicators.
Analyze portfolio holdings using company fundamentals such as revenue growth, margins, and leverage ratios.
Power systematic investment strategies using structured financial metrics across multiple companies.
Feed machine learning models with structured financial data for automated investment research and discovery.
Retrieve financial metrics programmatically to power internal data pipelines and analytics systems.
Because the endpoint allows requests by field names, reporting context, and company identifiers, it provides a highly efficient way to retrieve targeted financial information.
Understanding the Endpoint
Financial analysis relies on consistent access to company fundamentals such as revenue, profitability, leverage, and valuation metrics.
The Company Financials API allows applications to retrieve this data by specifying:
- Financial fields – the specific metrics required
- Context type – such as latest values, trailing twelve months (TTM), or annual reporting
- Security identifier type – the type of identifier used
- Security identifiers – the list of companies to query
- Period length – number of years of annual data requested
For example, an application might request:
- Revenue and Net Income for the past 5 years
- Return on Equity and Debt-to-Equity ratios for annual reporting
- Trailing twelve month valuation metrics such as Price-to-Earnings or Price-to-Sales
By allowing field-level queries, this endpoint helps reduce unnecessary data transfer and supports highly customized financial analysis workflows.
Key Financial Data Categories
The API supports multiple financial reporting contexts, including:
Latest Company Data
| Field | Description |
|---|---|
| StockName | Official name of the publicly traded company. |
| Exchange | The stock exchange where the security is listed. |
| MarketCap | Total market value of a company's outstanding shares. |
| SharesOutstanding | Total number of shares currently issued and held by investors. |
| Dividend | The most recent dividend payment per share declared by the company. |
| DivYield | Annual dividend yield expressed as a percentage of the share price. |
| Beta | A measure of the stock’s volatility relative to the overall market. |
| InstitutionalOwnership | Percentage of the company’s shares owned by institutional investors. |
These fields provide current company profile and market data.
Trailing Twelve Months (TTM)
| Field | Description |
|---|---|
| PriceToEarRatio | Price-to-earnings ratio calculated using earnings from the last twelve months. |
| EarningsPerShr | Net earnings allocated to each outstanding share over the last twelve months. |
| Revenue | Total company revenue generated during the trailing twelve-month period. |
| NetIncome | Company profit after all expenses and taxes over the last twelve months. |
| PriceToCFlow | Stock valuation ratio comparing share price to operating cash flow per share. |
| PriceToBook | Valuation ratio comparing the market price to the company’s book value per share. |
| PriceToSale | Valuation ratio comparing market price to revenue per share. |
TTM metrics help investors evaluate recent company performance and valuation.
Annual Financial Metrics
| Field | Description |
|---|---|
| TotalRevenue | Total revenue generated by the company during the fiscal year. |
| NetIncome | Total profit earned by the company after expenses and taxes during the fiscal year. |
| TotalAsset | Total value of assets owned by the company. |
| TotalEquity | Shareholders’ equity representing the net value of the company. |
| LongTermDebt | Total debt obligations due beyond one year. |
| CashFlow | Net cash generated from the company’s operations. |
| ReturnOnEquity | Profitability ratio measuring net income relative to shareholders’ equity. |
| ReturnOnAsset | Profitability ratio measuring how efficiently assets generate earnings. |
| CurrentRatio | Liquidity ratio comparing current assets to current liabilities. |
| DebtToEquity | Financial leverage ratio comparing total debt to shareholders’ equity. |
| NetProfitMargin | Percentage of revenue that remains as profit after all expenses. |
These metrics support multi-year financial analysis and fundamental research.
Part of the StockGuide Financial Data Platform
The Company Financials API is part of the broader StockGuide Financials API, which provides structured financial data and screening infrastructure for Canadian publicly traded companies.
By combining financial metrics with other datasets such as screening data, sector classifications, peer analysis, and corporate governance information, developers can build comprehensive investment research platforms and fintech analytics systems.
Use Cases
Provide analysts and investors with structured company financial data for deeper investment research.
Calculate profitability, leverage, liquidity, and valuation ratios for companies and portfolios.
Combine financial metrics with screening logic to identify companies that meet specific investment criteria.
Display structured financial metrics for individual companies across multiple reporting periods.
Analyze groups of companies simultaneously for portfolio construction or monitoring.
Enable machine learning and automated analysis systems to evaluate company fundamentals at scale.
Related StockGuide Financial API Resources
Retrieve complete company financial statements.
Access standardized company financial datasets across reporting periods.
Build powerful stock screening tools for the Canadian equity market.
Retrieve sector classifications used within screening and analytics workflows.
Identify comparable companies and peer groups for analysis.
Retrieve executive compensation data for publicly traded companies.
Access industry classifications used for financial analysis and sector comparisons.
Power Data-Driven Investment Applications
Modern financial platforms rely on fast and reliable access to company fundamentals.
The Company Financials API provides a flexible way to retrieve financial metrics across multiple companies and reporting periods, enabling developers to integrate institutional-grade financial data directly into their products.
When combined with the broader StockGuide Financials API, teams can build powerful research platforms, advanced stock screeners, and next-generation fintech applications that transform raw financial data into actionable investment insights.
Updated about 2 months ago