API: Adjusted Fundamentals Data

The New Constructs Adjusted Fundamentals Data API provides immediate access to the data points in our models for 2650+ companies. Models are updated daily. Adjusted Fundamentals includes all of the reported data, plus data from the management discussion & analysis (MD&A) and the footnotes to the financial statements, and most importantly, our adjusted, economic financial statements along with the metrics used in our models. Every as-reported data point available in the Reported Fundamentals function is also available using the Adjusted Fundamentals function for convenience.

API: Adjusted Fundamentals

Endpoint
URL
Method
/fundamentals/adjusted/:ticker
GET
URL Parameters
Name
Description
Example
:ticker
Ticker of the stock. You can use the coverage endpoint to get full lists of options.
A
Query Parameters
Name
Required
Description
Example
:datapoint
Required
Name of data point. Click here for a full list of available data points
ROIC
:year
Required
Fiscal year of the data point. We generally cover companies back to the first digital document filed with the SEC.
2017
:quarter
Optional
Fiscal quarter Options:
Omit for annual data
1 = Q1 quarterly data
2 = Q2 quarterly data
3 = Q3 quarterly data
4 = Q4 quarterly data
1
:ttm
Optional
Trailing twelve months (TTM) data Options:
Omit for annual data
1 = TTM data ending with Q1 (indicated fiscal year Q1 + prior fiscal year Q4, Q3, & Q2)
2 = TTM data ending with Q2 (indicated fiscal year Q2 & Q1 + prior fiscal year Q4 & Q3)
3 = TTM data ending with Q3 (indicated fiscal year Q3, Q2, & Q1 + prior fiscal year Q4)
4 = TTM data ending with Q4 (indicated fiscal year Q4, Q3, Q2, & Q1).
1
Header Parameters
Name
Value
x-api-key
[New Constructs-provided API key]
Content-Type
application/json
Return Values
Name
Description
Example
ticker
Ticker of the listed security.
AAPL
year
Fiscal year of the data value.
2017
period
Period of the requested data; 1-4 indicate quarterly or TTM periods and 5 indicates an annual period.
5
periodtype
Period type of the requested data (ANNUAL, QUARTERLY, or TTM)
ANNUAL
periodstring
Period string of the requested data (ANNUAL, QUARTERLY, or TTM)
ANNUAL
datapoint
Name of data point.
ROIC
datavalue
Value of the requested datapoint in ones.
35490000000.00000000000000000
filingtype
Type of filing the datapoint is from.
10-K
Sample Call:
curl -i -H 'x-api-key: [New Constructs-provided API key]' -H "Content-Type: application/json" 'https://api.newconstructs.com/v1/fundamentals/adjusted/AAPL?datapoint=ACCOUNTS_PAYABLE&year=2015'
Success Response:

{
  "statusCode": 200,
  "headers": {"Content-Type": "application/json"},
  "body": {
    "results": {
      "ticker": "AAPL",
      "year": 2015,
      "period": 5,
      "periodtype": "ANNUAL",
      "periodstring": "ANNUAL",
      "datapoint": "ACCOUNTS_PAYABLE",
      "datavalue": "35490000000.00000000000000000",
      "filingtype": "10-K"
   }
  }
}
  
Available Datapoints
Name
Description
Datapoint
Category
Accounts Payable
Accounts payable, a current liability on the balance sheet.
ACCOUNTS_PAYABLE
Current/Investment Liabilities
Accounts Payable Turnover
The accounts payable turnover ratio shows how many times a company pays off its accounts payable during the period.
ACCOUNTS_PAYABLE_TURNOVER
Sector & Industry Data
Accounts Receivable
Accounts receivable, a current asset on the balance sheet.
ACCOUNTS_RECEIVABLE
Current/Investment Assets
Accounts Receivable Turnover
The accounts receivable turnover ratio shows how quickly the company is paid for the credit it extends to customers.
ACCOUNTS_RECEIVABLE_TURNOVER
Sector & Industry Data
Total Valuation Adjustments
Total Valuation Adjustments is used in our calculation of Shareholder Value and Economic Book Value. It represents assets that upon liquidation of the firm would be available to common shareholders (excess cash, net deferred compensation assets, etc.) or obligations that have a higher claim on assets before shareholders (debt, unfunded pensions, etc.).
ADJUSTMENT_DCF_TOTAL
Sector & Industry Data
Total Assets (unadjusted)
Total Assets (unadjusted) as reported on the balance sheet.
ASSETS
Sector & Industry Data
Total Current/Investment Assets (unadjusted)
Total Current/Investment Assets (unadjusted) as reported on the balance sheet.
ASSETS_CURRENT
Sector & Industry Data
Total Current Assets (Adjusted)
A component of our Net Working Capital calculation.
ASSETS_CURRENT_ADJUSTED
Balance Sheet Adjustments
Cash and Equivalents (Non-Operating)
Cash and cash equivalents, a current asset on the balance sheet. This data point collects cash for non-financial companies.
ASSETS_CURRENT_CASH
Current/Investment Assets
Current Restricted Cash
Restricted cash, a current asset on the balance sheet.
ASSETS_CURRENT_CASH_RESTRICTED
Current/Investment Assets
Reported Current Deferred Compensation Assets
Current deferred compensation assets, a current asset on the balance sheet.
ASSETS_CURRENT_DEFERRED_COMPENSATION
Current/Investment Assets
Reported Current Deferred Tax Assets
Current deferred tax assets, a current asset on the balance sheet.
ASSETS_CURRENT_DEFERRED_TAX
Current/Investment Assets
Current Discontinued Operations (Non-Operating)
Current assets from discontinued operations, a current asset on the balance sheet.
ASSETS_CURRENT_DISCONTINUED_OPERATIONS
Current/Investment Assets
Other Investment Securities (Operating)
Investment securities, a current asset on the balance sheet for financial companies or financial segments.
ASSETS_CURRENT_INVESTMENTS
Current/Investment Assets
Reported Current Operating Lease Assets
Current operating lease assets, a current asset on the balance sheet.
ASSETS_CURRENT_LEASES_OPERATING
Current/Investment Assets
Net Loans
Net loans, a current asset on the balance sheet for finanial companies or financial segments
ASSETS_CURRENT_LOANS_NET
Current/Investment Assets
Other Current or Investment Assets
Other current assets on the balance sheet.
ASSETS_CURRENT_OTHER
Current/Investment Assets
Separate Accounts
Separate accounts, a current asset on the balance sheet.
ASSETS_CURRENT_SEPARATE_ACCOUNTS
Current/Investment Assets
Net Deferred Compensation Assets
Net Deferred Compensation Assets
ASSETS_DEFERRED_COMPENSATION_NET
Economic Book Value Components
Net Assets from Discontinued Operations
Net Assets from Discontinued Operations
ASSETS_DISCONTINUED_NET
Economic Book Value Components
Total Discontinued Operations Assets
None
ASSETS_DISCONTINUED_OPERATIONS
Balance Sheet Adjustments
Total Fixed Assets
Total fixed assets from the balance sheet.
ASSETS_FIXED
Fixed Assets
Total Adjusted Fixed Assets
A component of Invested Capital, this represents all fixed operating assets plus/minus adjustments made to Invested Capital.
ASSETS_FIXED_ADJUSTED
Balance Sheet Adjustments
Reported Deferred Compensation Assets
Fixed deferred compensation assets, a fixed asset on the balance sheet.
ASSETS_FIXED_DEFERRED_COMPENSATION
Fixed Assets
Reported Deferred Tax Assets
Fixed deferred tax assets, a fixed asset on the balance sheet.
ASSETS_FIXED_DEFERRED_TAX
Fixed Assets
Discontinued Operations (Non-Operating)
Fixed assets from discontinued operations, a fixed asset on the balance sheet.
ASSETS_FIXED_DISCONTINUED_OPERATIONS
Fixed Assets
Reported Non-Current Operating Lease Assets
Fixed operating lease assets, a fixed asset on the balance sheet.
ASSETS_FIXED_LEASES_OPERATING
Fixed Assets
Discontinued Operations (Operating)
Fixed assets from discontinued operations, a fixed asset on the balance sheet for REITs.
ASSETS_FIXED_OPERATING_DISCONTINUED_OPERATIONS
Fixed Assets
Unconsolidated Subsidiary Assets (Operating)
Investment in unconsolidated subsidiaries that are part of operations. A fixed asset on the balance sheet.
ASSETS_FIXED_OPERATING_SUBSIDIARY_UNCONSOLIDATED
Fixed Assets
Other Real Estate Owned
Other Real Estate Owned (OREO) assets, a fixed asset on the balance sheet for financial companies or segments.
ASSETS_FIXED_OREO
Fixed Assets
Other Fixed Assets
Other fixed assets on the balance sheet.
ASSETS_FIXED_OTHER
Fixed Assets
Unconsolidated Subsidiary Assets (non-operating)
Investment in unconsolidated subsidiaries that are not part of operations. A fixed asset on the balance sheet.
ASSETS_FIXED_UNCONSOLIDATED
Fixed Assets
Fair Value of Unconsolidated Subsidiary Assets (non-operating)
Fair Value of Unconsolidated Subsidiary Assets (non-operating)
ASSETS_FIXED_UNCONSOLIDATED_ADJUSTED
Economic Book Value Components
Economic Book Value (EBV)
Economic book value measures the no-growth value of the company based on the current Net Operating Profit After Tax (NOPAT) of the business.
BOOK_VALUE_ECONOMIC
Market Values
Economic Book Value (EBV) Per Share
Economic Book Value (EBV) per share.
BOOK_VALUE_ECONOMIC_PER_SHARES_OUTSTANDING_SPLIT_ADJUSTED
Price to Economic Book Value (PEBV)
Capital Expenditures
Capital expenditures, from cash flows from investing section of the cash flow statement.
CAPEX
Cash From Investing
Acquisition Capital Expenditures
Acquisition expenditures, from cash flows from investing section of the cash flow statement.
CAPEX_ACQUISITION
Cash From Investing
Maintenance Capital Expenditures
Capital expenditures, as reported on the cash flow statement, that are necessary for the company to continue operating in its current form.
CAPEX_MAINTENANCE
Sector & Industry Data
Invested Capital
Invested capital is the value of the money invested in a business over its lifetime.
CAPITAL_INVESTED
Invested Capital
Average Invested Capital
Average Invested Capital over the year, adjusted for acquisitions. The denominator of our ROIC calculation.
CAPITAL_INVESTED_ADJUSTED
Invested Capital
Average Invested Capital Turns
Measures relationship between total capital invested in the firm and sales generated from that investment.
CAPITAL_INVESTED_ADJUSTED_TURNS
Invested Capital
Net Working Capital/Net Investment Assets
Net Working Capital starts with operating current assets and subtracts NIBCLs. The metric is further adjusted by removing other non-operating items that are hidden in operating items.
CAPITAL_WORKING_NET
Balance Sheet Adjustments
Adjustment to Net Working Capital for Hidden Deferred Taxes, Deferred Compensation, & Short-Term Debt Including Operating Leases
Adjustment to Net Working Capital for Hidden Deferred Taxes, Deferred Compensation, and Short-Term Debt, Including Operating Leases
CAPITAL_WORKING_NET_HIDDEN_ADJUSTMENTS
Sector & Industry Data
Cash Conversion Cycle
The cash conversion cycle show the number of days it takes for a company to convert its inventory and other resources into revenue.
CASH_CONVERSION_CYCLE
Cash Conversion Ratios
Cash Flow from Financing Activities
Total cash flow from financing activities.
CASH_FLOW_FINANCING
Cash From Financing
Cash Flow from Investing Activities
Total cash flow from investing activities.
CASH_FLOW_INVESTING
Cash From Investing
Cash Flow from Operations
Total cash flow from operations.
CASH_FLOW_OPERATING
Cash From Operations
Cash Paid for Share Repurchases
Total cash flow from share repurchases.
CASH_FLOW_SHARE_REPURCHASE
Cash From Financing
Long-Term Investments (Non-Operating)
Long-term investments, a long-term asset on the balance sheet.
CASH_LONG_TERM
Fixed Assets
Cash and Equivalents (Operating)
Cash and cash equivalents, a current asset on the balance sheet. This data point collects cash for financial companies or segments.
CASH_OPERATING
Current/Investment Assets
Cash Operating Taxes
The estimated cash taxes attributable to the operations of the business.
CASH_OPERATING_TAXES
Income Statement Adjustments
Cash Paid for Income Taxes
Cash paid for income taxes, a data point disclosed on the cash flow statement or in the notes.
CASH_PAID_FOR_INCOME_TAXES
Other
Cash Paid for Interest
Cash paid for interest, a data point disclosed on the cash flow statement or in the notes.
CASH_PAID_FOR_INTEREST
Other
Long-term Restricted Cash
Restricted cash, a long-term asset on the balance sheet.
CASH_RESTRICTED
Fixed Assets
Reported Other After-Tax Charges, Net
Reported Other After-tax Charges, net are other non-operating expenses and income that appear directly on the income statement after tax.
CHARGES_AFTER_TAX_OTHER
After-Tax Charges
Reported After-Tax Non-Operating Expense/(Income), Net
Net After-Tax Non-Operating Expense/(Income) are the net of non-operating expenses and income that appear directly on the income statement after tax. We classify Non-Operating After-Tax Expenses into the following types:
CHARGE_AFTER_TAX
Income Statement Adjustments
Reported Loss/(Gain) from Discontinued Operations After-Tax, Net
Reported Loss/(Gain) from Discontinued Operations, net is the after-tax expense from assets or subsidiaries that are held for sale.
CHARGE_AFTER_TAX_DISCONTINUED_OPERATIONS
After-Tax Charges
Credit Loss Provision
Credit loss provision, an expense on the income statement recognized by financial companies or segments.
CREDIT_LOSS_PROVISION
Cost of Goods Sold
Days in Accounts Payable
Days in accounts payable shows the average number of days it takes a company to pay its bills.
DAYS_IN_ACCOUNTS_PAYABLE
Cash Conversion Ratios
Days in Inventory
The days in inventory ratio shows how quickly, in days, a company is converting its inventory into revenue.
DAYS_IN_INVENTORY
Cash Conversion Ratios
Days in Deferred Revenue
Days in deferred revenue shows the average number of days it takes a company to collect on deferred revenue.
DAYS_IN_REVENUE_DEFERRED
Cash Conversion Ratios
Days Revenue Outstanding
Days in revenue outstanding shows the average number of days it takes a compnay to collect payment after a sale has been made.
DAYS_REVENUE_OUTSTANDING
Cash Conversion Ratios
Fair Value of Total Debt
Short-Term Debt and Long-Term Debt adjusted to fair value.
DEBT_ADJUSTED
Economic Book Value Components
Investment Liabilities - Debt
Short-term and long-term debt for financial companies or segments.
DEBT_FINANCIAL
Current/Investment Liabilities
Total Debt
Total Debt
DEBT_FINANCING
Balance Sheet Adjustments
Short-Term Debt
Short-term debt, a current liability on the balance sheet.
DEBT_SHORT_TERM
Current/Investment Liabilities
Hidden Short-Term Debt
Short-term debt hidden in non-interest bearing current liabilities (NIBCLs).
DEBT_SHORT_TERM_IN_NIBCL_OPERATING
Sector & Industry Data
Net Deferred Tax Liability
Net Deferred Tax Liability
DEFERRED_TAX_NET_ADJUSTED
Economic Book Value Components
Accumulated Depreciation and Amortization
Accumulated depreciation and amortization, a data point collected from the balance sheet or notes.
DEPRECIATION_AND_AMORTIZATION_ACCUMULATED
Fixed Assets
Depreciation and Amortization (Cash Flow)
Depreciation and amortization from cash flows from operations section of the cash flow statement.
DEPRECIATION_AND_AMORTIZATION_CASH_FLOW
Cash From Operations
Reported Preferred Dividends, Net
Reported Preferred Stock Dividends, net are the dividends that must be paid out to preferred equity owners before common stock owners can receive any money.
DIVIDENDS_PREFERRED
After-Tax Charges
Reported Dividends on Redeemable Preferred Stock, Net
Reported Redeemable Preferred Stock Dividends, net are the dividends that must be paid out to redeemable preferred equity owners before common stock owners can receive any money.
DIVIDENDS_PREFERRED_REDEEMABLE_MANDATORILY
After-Tax Charges
Retained Earnings
Retained earnings, from the shareholders' equity section of the balance sheet.
EARNINGS_RETAINED
Long-Term Liabilities and Shareholders' Equity
Adjusted EBIT/EBT
Adjusted operating earnings before interest and taxes. This version of EBIT is adjusted for unusual gains/losses found only in the footnotes or MD&A.
EBIT
NOPAT
Adjusted EBITA/EBTA
Adjusted operating earnings before interest, taxes, and amortization. This version of EBITA is adjusted for unusual gains/losses found only in the footnotes or MD&A.
EBITA
NOPAT
Adjusted EBITDA/EBTDA
Adjusted operating earnings before interest, taxes, depreciation and amortization. This version of EBITDA is adjusted for unusual gains/losses found only in the footnotes or MD&A.
EBITDA
Cash From Operations
Reported EBITDA
Reported operating earnings before interest, taxes, depreciation and amortization. This version of EBITDA uses only reported data from the income statment and is not adjusted for unusual gains/losses found only in the footnotes or MD&A.
EBITDA_REPORTED
Sector & Industry Data
Reported EBIT
Reported operating earnings before interest and taxes. This version of EBIT uses only reported data from the income statment and is not adjusted for unusual gains/losses found only in the footnotes or MD&A.
EBIT_REPORTED
Sector & Industry Data
Economic Earnings
Represents the true cash flows available to equity investors.
ECONOMIC_PROFIT
Economic Earnings
Economic Earnings Margin (ROIC - WACC)
The difference between a company's ROIC (Return On Invested Capital) and WACC (Weighted Average Cost of Capital).
ECONOMIC_PROFIT_MARGIN
Economic Earnings
Economic Earnings per Share
Economic Earnings per Basic Weighted Avg. Shares.
ECONOMIC_PROFIT_PER_WABSO_SPLIT_ADJUSTED
Economic Earnings
Enterprise Value
Represents the total value of the company. Enterprise value takes into effect all assets and liabilities that constitute the value of the company. Simply, it is the amount of money needed to purchase the entire company and pay off all debtors and other stakeholders.
ENTERPRISE_VALUE
Market Values
Total Equity Equivalents
Total Equity Equivalents
EQUITY_EQUIVALENTS
Balance Sheet Adjustments
Market Value of Basic Equity
Market Value of Firm's Equity as determined by the stock price and shares outstanding. Market Cap.
EQUITY_MARKET_VALUE
Market Values
Total Shareholders' Equity
Total shareholders' equity, from the shareholders' equity section of the balance sheet.
EQUITY_SHAREHOLDER
Long-Term Liabilities and Shareholders' Equity
Other Shareholders' Equity
Other shareholders' equity, from the shareholders' equity section of the balance sheet.
EQUITY_SHAREHOLDER_OTHER
Sector & Industry Data
Deferred Compensation Shareholders' Equity
Deferred compensation shareholder's equity, from the shareholders' equity section of the balance sheet.
EQUITY_SHAREHOLDER_OTHER_DEFERRED_COMPENSATION
Long-Term Liabilities and Shareholders' Equity
Other Shareholders' Equity
Other shareholders' equity, from the shareholders' equity section of the balance sheet.
EQUITY_SHAREHOLDER_OTHER_EQUITY
Long-Term Liabilities and Shareholders' Equity
Mezzanine Shareholders' Equity
Mezzanine shareholders' equity, from the shareholders' equity section of the balance sheet.
EQUITY_SHAREHOLDER_OTHER_MEZZANINE
Long-Term Liabilities and Shareholders' Equity
Value of Outstanding ESO After-Tax
The after-tax fair market value of ESOs net of assumed options cancelled.
ESO_TRANCHE_VALUE_AFTER_TAX
Economic Book Value Components
Excess Cash
The amount of cash on hand over and above what is needed in the current year to fund the operations of the business for the foreseeable future.
EXCESS_CASH
Balance Sheet Adjustments
Total Expenses
Total Expenses
EXPENSES
Expenses/Income
Reported Acquisition and Merger Expenses, Net
Reported Acquisition and Merger Expenses, net are the net of non-operating expenses related to an acquisition or merger that appear directly on the income statement.
EXPENSES_ACQUISITION_MERGER
Expenses/Income
Other Compensation
Other compensation, an expense on the income statement.
EXPENSES_COMPENSATION
Expenses/Income
Depreciation and Amortization
Depreciation and amortization, an expense on the income statement.
EXPENSES_DEPRECIATION_AND_AMORTIZATION
Expenses/Income
Reported Derivate Related Expenses, Net
Reported Derivative Related Expenses, net are the net of non-operating expenses related to derivatives that appear directly on the income statement.
EXPENSES_DERIVATIVE
Expenses/Income
Reported Expenses/(Income) from Discontinued Operations, Net
Reported Expenses/(Income) from Discontinued Operations, net are non-operating expenses associated with businesses or subsidiaries that are held for sale. These expenses appear directly on the income statement.
EXPENSES_DISCONTINUED_OPERATIONS
Expenses/Income
Losses from Discontinued Operations (Operating)
Losses from discontinued operations for REITs.
EXPENSES_DISCONTINUED_OPERATIONS_REITS
Expenses/Income
Energy Operating Expense
Energy expense, an expense on the income statement for energy companies.
EXPENSES_ENERGY
Expenses/Income
Reported Foreign Currency Expenses, Net
Reported Foreign Currency Loss/(Gain), net is a non-operating expense related to the changes in the value of foreign currency that appears directly on the income statement.
EXPENSES_FOREIGN_CURRENCY
Expenses/Income
Reported Interest Expense/(Income), Net
Reported Interest Expense/(Income), net is a non-operating expense related to the cost of financing that appears directly on the income statement.
EXPENSES_INTEREST
Expenses/Income
Interest Expense (Operating)
Interest expense, an exense on the income statement for financial companies or financial segments.
EXPENSES_INTEREST_FINANCIALS
Expenses/Income
Reported Minority Interest Expense, Net
Reported Minority Interest Expenses, net are the net of non-operating expenses associated with significant but non-controlling ownership of a company's voting shares. The portion of the parent company's income attributed to minority interest is subtracted from reported profits.
EXPENSES_INTEREST_MINORITY
After-Tax Charges
Reported Legal, Regulatory, and Insurance Related Expenses, Net
Reported Legal, Regulatory, and Insurance Related Expenses, net are the net of non-operating expenses related to legal, regulatory, and insurance costs that appear directly on the income statement.
EXPENSES_LEGAL_REGULATORY_INSURANCE
Expenses/Income
Reported Non-Operating Expense, Net
Reported Net Non-Operating Expenses are the net of non-operating charges and gains that appear directly on the income statement.
EXPENSES_NON_OPERATING
Income Statement Adjustments
Reported Company Defined Other Non-Operating Expenses, Net
Reported Company Defined Other Non-Operating Expenses, net are the net of non-operating expenses for costs specifically defined as other that appear directly on the income statement.
EXPENSES_NON_OPERATING_COMPANY_DEFINED_OTHER
Expenses/Income
Reported Other Non-Operating Expense/(Income), Net
Reported Other Non-Operating Expenses/(Income), net are non-operating expenses for other costs that appear directly on the income statement.
EXPENSES_NON_OPERATING_OTHER
Expenses/Income
Reported Losses/(Income) from Unconsolidated Subsidiaries, Net
Reported Losses/(Income) from Unconsolidated Subsidiaries, net are non-operating expenses associated with subsidiaries that are not consolidated within the parent company's financial statements. These expenses appear directly on the income statement.
EXPENSES_NON_OPERATING_SUBSIDIARY_UNCONSOLIDATED
Expenses/Income
Reported Other Non-Recurring Expense/(Income), Net
Reported Other Non-Recurring Expenses/(Income), net are non-operating expenses for other costs that appear directly on the income statement. These costs should not recur in the future.
EXPENSES_NON_RECURRING_OTHER
Expenses/Income
Total Operating Expense
Total operating expenses disclosed on the income statement.
EXPENSES_OPERATING
Expenses/Income
Adjusted Total Operating Expenses
Adjusted Total Operating Expenses
EXPENSES_OPERATING_ADJUSTED
Expenses/Income
Other Operating Expense
Other operating expense, an expense on the income statement.
EXPENSES_OPERATING_OTHER
Expenses/Income
Losses from Unconsolidated Subsidiaries (Operating)
Losses from unconsolidated subsidiaries, treated as operating if the corresponding asset is operating.
EXPENSES_OPERATING_SUBSIDIARY_UNCONSOLIDATED
Expenses/Income
Reported Non-Operating Other Real Estate Owned Expense/(Income), Net
Reported Non-Operating Other Real Estate Owned Expenses/(Income), net are non-operating expenses associated with foreclosed assets owned or controlled by a bank. These expenses appear directly on the income statement.
EXPENSES_OREO
Expenses/Income
Operating Other Real Estate Owned Expense
Other real estate owned (OREO) expense, an expense on the income statement.
EXPENSES_OREO_REITS
Expenses/Income
Reported Other Financing Expenses, Net
Reported Other Financing Expenses, net are the net of non-operating expenses related to the cost of financing that appear directly on the income statement.
EXPENSES_OTHER_FINANCING
Expenses/Income
Total Hidden Non-Operating Expense, Net
Total Net Non-Operating Expenses Hidden in Operating Earnings are the net of losses and gains that do not appear directly on the income statement. These items are bundled inside other line items that appear on the income statement. Hidden items are found only in the Management Discussion & Analysis (MD&A) or in the footnotes to the financial statements.
EXPENSES_PRE_TAX_HIDDEN_TOTAL
Income Statement Adjustments
Reported Restructuring Expenses, Net
Reported Restructuring Expenses, net are the net of non-operating expenses related to the reorganization of a business that appear directly on the income statement.
EXPENSES_RESTRUCTURING
Expenses/Income
Selling, General, and Administrative Expense
Selling, general, and administrative, an expense on the income statement.
EXPENSES_SGA
Expenses/Income
Stock Compensation
Stock compensation, an expense on the income statement.
EXPENSES_STOCK_COMPENSATION
Expenses/Income
Reported Write-Downs (Non-Operating), Net
Reported Write-Downs, net are non-operating expenses related to the impairment in value of a company's assets. These expenses appear directly on the income statement.
EXPENSES_WRITE_DOWN
Expenses/Income
FCF (Free Cash Flow)
Equals NOPAT less incremental change in working capital less incremental change in fixed assets.
FREE_CASH_FLOW
Free Cash Flow
FCF as % of Total Revenue
Dollars of free cash flow generated for each dollar of revenue.
FREE_CASH_FLOW_PER_REVENUE
Free Cash Flow
FCF Yield
Compares free cash flow to overall value.
FREE_CASH_FLOW_YIELD
Free Cash Flow
GAP (Growth Appreciation Period)
Growth Appreciation Period or GAP is the length of time a company can be expected to earn high returns before competition forces returns to decrease to an average rate. In other words, GAP is the period a company’s ROIC will be higher than the average return on capital.
GAP
DCF Metrics
Goodwill Amortization (Cash Flow Statement)
Goodwill amortization, from cash flows from operations section of the cash flow statement, collected prior to 2001 when companies where permitted to amortize goodwill.
GOODWILL_AMORTIZATION_CASH_FLOW
Cash From Operations
Goodwill Amortization
Goodwill amortization, a data point on the income statement collected prior to 2001 when companies where permitted to amortize goodwill.
GOODWILL_AMORTIZATION_INCOME_STATEMENT
Expenses/Income
Other Intangibles
Goodwill and intangible assets, net, a long-term asset reported on the balance sheet.
GOODWILL_AND_INTANGIBLES_NET_OTHER
Fixed Assets
Goodwill, net
Goodwill, net, a long-term asset reported on the balance sheet.
GOODWILL_NET
Fixed Assets
Reported Income from Operations
Reported income from operations, an item on the income statement.
INCOME_FROM_OPERATIONS
Pre-Tax Income
GAAP Net Income
GAAP net income.
INCOME_NET
Net Income & EPS
GAAP Net Income Margin
GAAP net income margin.
INCOME_NET_PER_REVENUE
Sector & Industry Data
Basic EPS (Not Split-Adjusted)
Basic earnings per share (not split-adjusted).
INCOME_NET_PER_WABSO
Net Income & EPS
Basic EPS
Basic earnings per share.
INCOME_NET_PER_WABSO_SPLIT_ADJUSTED
Net Income & EPS
Basic EPS Annual Growth
Percent growth in basic earnings per share year over year.
INCOME_NET_PER_WABSO_SPLIT_ADJUSTED_YOY_DELTA_PERCENT
Net Income & EPS
Diluted GAAP EPS (Not Split-Adjusted)
Diluted earnings per share (not split-adjusted).
INCOME_NET_PER_WADSO
Net Income & EPS
Diluted GAAP EPS
Diluted earnings per share.
INCOME_NET_PER_WADSO_SPLIT_ADJUSTED
Net Income & EPS
Diluted GAAP EPS Annual Growth
Percent growth in diluted earnings per share year over year.
INCOME_NET_PER_WADSO_SPLIT_ADJUSTED_YOY_DELTA_PERCENT
Net Income & EPS
Pre-Tax Income
Pre-tax income.
INCOME_NET_PRE_TAX
Pre-Tax Income
Annual Change in Net Income
The change in Net Income year over year.
INCOME_NET_YOY_DELTA
Net Income & EPS
Total Operating Income
Sum of a company's operating income derived outside of revenues.
INCOME_OPERATING
Other Operating Income
Income from Discontinued Operations (Operating)
Income from discontinued operations, an item on the income statement for REITs.
INCOME_OPERATING_DISCONTINUED_OPERATIONS
Other Operating Income
Other Operating Income
Other operating income.
INCOME_OPERATING_OTHER
Other Operating Income
Income from Unconsolidated Subsidiaries (Operating)
Income from unconsolidated subsidiaries, an operating item on the income statement.
INCOME_OPERATING_SUBSIDIARY_UNCONSOLIDATED
Other Operating Income
Income from Unconsolidated Subsidiaries After-tax (Operating)
Income from unconsolidated subsidiaries after-tax, an operating item on the income statement.
INCOME_OPERATING_SUBSIDIARY_UNCONSOLIDATED_AFTER_TAX
Other Operating Income
Income Tax Provision
A line item on a company's income statement representing its estimated tax liability or benefit for the current year.
INCOME_TAX
Taxes
Total Current Income Taxes
Current income taxes payable.
INCOME_TAX_CURRENT
Taxes
Total Deferred Income Taxes
Deferred income taxes.
INCOME_TAX_DEFERRED
Taxes
Income Tax Expense/(Benefit) - Discontinued Operations
Income tax expense/(benefit) from discontinued operations.
INCOME_TAX_DISCONTINUED_OPERATIONS
After-Tax Charges
Income Tax Expense/(Benefit) - Other
Other income tax expense/(benefit).
INCOME_TAX_OTHER
Taxes
Effective Income Tax Rate
The reported, effective income tax rate.
INCOME_TAX_RATE
Taxes
Minority Interests
Minority interests, a component of shareholder's equity representing a significant but non-controlling ownership of a company's voting shares by either an investor or another company.
INTEREST_MINORITY
Long-Term Liabilities and Shareholders' Equity
Fair Value of Minority Interests
Carrying value of minority interests adjusted to fair value.
INTEREST_MINORITY_ADJUSTED
Economic Book Value Components
Inventory
Inventory, a current asset on the balance sheet.
INVENTORY
Current/Investment Assets
Inventory Loss Provision
Inventory loss provision from cash flows from operations section of the cash flow statement.
INVENTORY_LOSS_PROVISION
Current/Investment Assets
Inventory Turnover
Inventory turnover shows how many times a company has sold and replaced inventory during the period.
INVENTORY_TURNOVER
Cash Conversion Ratios
Interest for PV of Operating Leases
Interest for PV of Operating Leases is the implied interest expense added back to NOPAT for the capitalization of operating leases, a form of off-balance sheet debt. As of 2019, FASB requires operating leases to be on balance sheet. In the meantime, we capitalize all operating leases to make them like capital leases to ensure apples-to-apples comparability between companies employing different accounting techniques (i.e. capital leases vs operating leases) for the same economic activity.
LEASES_OPERATING_OBLIGATION_INTEREST_IMPLIED
Income Statement Adjustments
Total Liabilities and Shareholders' Equity
Total liabilities and shareholders' equity.
LIABILITIES
Long-Term Liabilities and Shareholders' Equity
Total Current/Investment Liabilities
Total current/investment liabilities.
LIABILITIES_CURRENT
Current/Investment Liabilities
Total Long-term Liabilities and Minority Interest
Total Long-term Liabilities and Minority Interest
LIABILITIES_NON_CURRENT_AND_INTEREST_MINORITY_TOTAL
Long-Term Liabilities and Shareholders' Equity
Long-Term Debt
Long-term debt, a long-term, liability on the balance sheet.
LIABILITIES_NON_CURRENT_DEBT
Long-Term Liabilities and Shareholders' Equity
Reported Deferred Compensation Liability
Long-term deferred compensation liability, a long-term liability on the balance sheet.
LIABILITIES_NON_CURRENT_DEFERRED_COMPENSATION
Long-Term Liabilities and Shareholders' Equity
Reported Deferred Tax Liability
Long-term deferred tax liabilities, a long-term liability on the balance sheet.
LIABILITIES_NON_CURRENT_DEFERRED_TAX
Long-Term Liabilities and Shareholders' Equity
Discontinued Operations (Non-Operating)
Long-term discontinued operations, a long-term liability on the balance sheet.
LIABILITIES_NON_CURRENT_DISCONTINUED_OPERATIONS
Long-Term Liabilities and Shareholders' Equity
Reported Non-Current Operating Lease Liabilities
Long-term operating lease liability, a long-term liability on the balance sheet.
LIABILITIES_NON_CURRENT_LEASES_OPERATING
Long-Term Liabilities and Shareholders' Equity
Discontinued Operations (Operating)
Long-term discontinued operations, a long-term liability on the balance sheet for REITs.
LIABILITIES_NON_CURRENT_OPERATING_DISCONTINUED_OPERATIONS
Long-Term Liabilities and Shareholders' Equity
Other Long-term Liabilities
Other long-term liabilities, a long-term liability on the balance sheet.
LIABILITIES_NON_CURRENT_OTHER
Long-Term Liabilities and Shareholders' Equity
NIBCL (Non-Interest-Bearing Current Liabilities)
Total non-interest bearing current operating liabilities including accrued expenses and payables.
NIBCL
Current/Investment Liabilities
Reported Current Deferred Compensation Liability
Current deferred compensation liability, a current liability on the balance sheet.
NIBCL_DEFERRED_COMPENSATION
Current/Investment Liabilities
Reported Current Deferred Tax Liability
Current deferred tax liability, a current liability on the balance sheet.
NIBCL_DEFERRED_TAX
Current/Investment Liabilities
Current Discontinued Operations (Non-Operating)
Current liability for discontinued operations, a current liability on the balance sheet.
NIBCL_DISCONTINUED_OPERATIONS
Current/Investment Liabilities
Reported Current Operating Lease Liabilities
Current operating lease liabilities, a current liability on the balance sheet.
NIBCL_LEASES_OPERATING
Current/Investment Liabilities
Other NIBCL or Investment Liabilities
Other non-interest bearing current liabilities or investment liabilities, a current liability on the balance sheet.
NIBCL_OTHER
Current/Investment Liabilities
Accrued Restructuring Charges
Current liability for restructuring charges, a current liability on the balance sheet.
NIBCL_RESTRUCTURING
Current/Investment Liabilities
Current Deferred Revenue
Current deferred revenue, a current liability on the balance sheet.
NIBCL_REVENUE_DEFERRED
Current/Investment Liabilities
Deferred Revenue Turnover
Deferred revenue turnover
NIBCL_REVENUE_DEFERRED_TURNOVER
Sector & Industry Data
Separate Accounts
Separate accounts, a current liability on the balance sheet.
NIBCL_SEPARATE_ACCOUNTS
Current/Investment Liabilities
Non-Operating Tax Adjustment
Non-Operating Tax Adjustment normalizes the reported income tax provision and accounts for the effects of non-operating items and deferred taxes.
NON_OPERATING_TAXES
Income Statement Adjustments
NOPAT (Net Operating Profit After Tax)
NOPAT (Net Operating Profit After Tax)
NOPAT
NOPAT
NOPAT Margin
NOPAT (Net Operating Profit After Tax) relative to Total Revenue.
NOPAT_PER_REVENUE
NOPAT
NOPBT (Net Operating Profit Before Tax)
NOPBT (Net Operating Profit Before Tax)
NOPBT
NOPAT
Accumulated OCI (Other Comprehensive Income)
Accumulated Other Comprehensive Income, from the shareholders' equity section of the balance sheet.
OCI
Long-Term Liabilities and Shareholders' Equity
Accumulated OCI (Other Comprehensive Income), Including Quarterly Estimates
Estimate of Accumulated Other Comprehensive Income, from the shareholders' equity section of the balance sheet. Primarily for IFRS companies that don't report OCI in their quarterly filings.
OCI_ADJUSTED
Long-Term Liabilities and Shareholders' Equity
Pensions Net Funded Status
Funded status of pension plans.
PENSION_FUNDED_STATUS_ADJUSTED
Economic Book Value Components
Over Funded Pensions
Overfunded status of a pension plan (if the pension plan is an unfunded liability this value will be 0).
PENSION_FUNDED_STATUS_LIMITED
Balance Sheet Adjustments
Net Property, Plant, and Equipment
Property, plant, and equipment, net, a fixed asset on the balance sheet.
PP_AND_E_NET
Fixed Assets
P/E (Price/Earnings Multiple)
Traditional P/E multiple
PRICE_PER_EARNINGS
Price to Economic Book Value (PEBV)
P/E Per Revenue Growth
Traditional P/E multiple divided by the annual percent change in revenue.
PRICE_PER_EARNINGS_PER_REVENUE_YOY_DELTA_PERCENT
Price to Economic Book Value (PEBV)
Gross Profit
Gross Profit
PROFIT_GROSS
Gross Profit
Gross Margin
Gross Profit Margin
PROFIT_GROSS_PER_REVENUE
Gross Profit
Research and Development Expense
Research and development expense, an expense on the income statement.
RESEARCH_AND_DEVELOPMENT_EXPENSE
Expenses/Income
Total Reserves
Sum of the current ending reserve balances for LIFO, inventory, and loan loss reserves.
RESERVES
Balance Sheet Adjustments
Inventory Reserves
Inventory reserve from the current year.
RESERVES_INVENTORY
Current/Investment Assets
LIFO Reserves
LIFO reserve from the current year.
RESERVES_LIFO
Current/Investment Assets
Loan Loss Reserves
Loan loss reserve from the current year.
RESERVES_LOAN_LOSS
Current/Investment Assets
Previous Year's Inventory Reserve
Inventory reserve from the previous year.
RESERVES_PREVIOUS_INVENTORY
Current/Investment Assets
Previous Year's LIFO Reserve
Lifo reserve from the previous year.
RESERVES_PREVIOUS_LIFO
Current/Investment Assets
Previous Year's Loan Loss Reserve
Loan loss reserve from the prior year.
RESERVES_PREVIOUS_LOAN_LOSS
Current/Investment Assets
Change in Total Reserves
Change in Total Reserves captures changes in LIFO reserves, other inventory reserves, and loan loss reserves.
RESERVES_YOY_DELTA
Income Statement Adjustments
Total Revenue
Total revenue as reported on the income statement.
REVENUE
Revenue
Total Operating Revenue CAGR
Total revenue compound annual growth rate.
REVENUE_CAGR
Revenue
Cost of Sales
Cost of sales, an expense on the income statement.
REVENUE_COST_OTHER
Cost of Goods Sold
Interest Income
Interest income for financials, an item on the income statement.
REVENUE_INCOME_INTEREST
Revenue
Operating Revenue
Revenue, an item on the income statement.
REVENUE_OTHER
Revenue
Unconsolidated Subsidiary Revenue
Unconsolidated subsidiary revenue, an item on the income statement.
REVENUE_SUBSIDIARY_UNCONSOLIDATED
Revenue
ROIC (Return On Invested Capital)
ROIC (Return On Invested Capital)
ROIC
Return on Invested Capital
Total Cost of Sales
Total cost of sales, an expense on the income statement.
SALES_COST
Cost of Goods Sold
Shares Issued (Not Split-Adjusted)
Shares issued (not split-adjusted).
SHARES_ISSUED
Long-Term Liabilities and Shareholders' Equity
Shares Outstanding on the PE Date (Not Split-Adjusted)
Shares outstanding on the period end date (not split-adjusted).
SHARES_OUTSTANDING_PE_DATE_BS
Long-Term Liabilities and Shareholders' Equity
Treasury Shares (not split-adjusted)
Treasury shares (not split-adjusted).
SHARES_TREASURY
Long-Term Liabilities and Shareholders' Equity
Stock-Based Compensation
Stock-based compensation,from cash flows from operations section of the cash flow statement.
STOCK_BASED_COMPENSATION_CASH_FLOW
Cash From Operations
Common Stock
Common stock, from the shareholders' equity section of the balance sheet.
STOCK_COMMON
Long-Term Liabilities and Shareholders' Equity
Preferred Capital
Total preferred stock from the Shareholder's Equity section of the balance sheet and the Mezzanine section of the balance sheet.
STOCK_PREFERRED
Long-Term Liabilities and Shareholders' Equity
Fair Value of Preferred Capital
Dollar value of the preferred capital adjusted for fair value of preferred stock.
STOCK_PREFERRED_ADJUSTED
Economic Book Value Components
Preferred Stock
Preferred stock, from the shareholders' equity section of the balance sheet.
STOCK_PREFERRED_EQUITY
Long-Term Liabilities and Shareholders' Equity
Preferred Stock - Mezzanine
Preferred stock - mezzanine, from the mezzanine section of the balance sheet.
STOCK_PREFERRED_MEZZANINE
Long-Term Liabilities and Shareholders' Equity
PEBV (Price to Economic Book Value) per Share
Ratio of closing stock price to economic book value per share.
STOCK_PRICE_SA_PER_BOOK_VALUE_ECONOMIC_PER_SHARES_OUT_SA
Price to Economic Book Value (PEBV)
Treasury Stock
Treasury stock, from the shareholders' equity section of the balance sheet.
STOCK_TREASURY
Long-Term Liabilities and Shareholders' Equity
Change in Deferred Taxes
Change in deferred taxes, from cash flows from operations section of the cash flow statement.
TAX_CHANGE_DEFERRED
Cash From Operations
Accumulated Goodwill Amortization & Unrecorded Goodwill
The total adjustment for Accumulated Goodwill Amortization & Unrecorded Goodwill.
TOTAL_ACCUM_GOODWILL_AMORTIZATION_AND_UNRECORDED_GOODWILL
Sector & Industry Data
Reported & Hidden Deferred Taxes & Deferred Compensation
Total Adjustment for Reported & Hidden Deferred Taxes & Deferred Compensation.
TOTAL_DEFERRED_TAX_AND_DEFERRED_COMPENSATION_ADJUSTMENT
Sector & Industry Data
Total Long-Term Other Liabilities Less Non-Operating Liabilities
The total value of non-current other liabilities minus the non-current deferred tax and deferred compensation liabilities.
TOTAL_LIABILITIES_NON_CURRENT_OTHER_NET
Balance Sheet Adjustments
Total Adjustment for Operating Leases
The total adjustment to reported total assets for operating leases. This includes the net present value of operating lease payments included in continuing operations, total value of operating lease assets reported on the balance sheet, and the total value of hidden operating lease assets less current operating lease liabilities.
TOTAL_OPERATING_LEASES_ADJUSTMENT
Sector & Industry Data
Basic Weighted Avg. Shares (Not Split-Adjusted)
Basic weighted average shares (not split-adjusted).
WABSO
Net Income & EPS
Basic Weighted Avg. Shares
Weighted average basic shares oustanding as reported on the income statment, adjusted for stock splits.
WABSO_SPLIT_ADJUSTED
Net Income & EPS
WACC (Weighted Average Cost of Capital)
WACC (Weighted Average Cost of Capital)
WACC
WACC
Diluted Weighted Avg. Shares (Not Split-Adjusted)
Diluted weighted average shares (not split-adjusted).
WADSO
Net Income & EPS
Weighted Average Diluted Shares Outstanding (Split Adjusted)
Weighted average diluted shares oustanding as reported on the income statment, adjusted for stock splits.
WADSO_SPLIT_ADJUSTED
Net Income & EPS
Accumulated Asset Write-Downs After-Tax
Total of all write-downs after tax from the current year plus all write-downs from prior years.
WRITE_DOWNS_AFTER_TAX_TOTAL_ACCUMULATED
Balance Sheet Adjustments

API: Fundamental Data Errors

Error
Message
Error Code
DataPointNotFound
The requested datapoint was not found.
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