Key Metrics

Retrieve key financial metrics and fundamental indicators for a specific company.

GET/3.0/company/fundamentals/key-metrics

Description

This endpoint returns essential financial metrics and fundamental indicators for a company. It provides a comprehensive overview of key performance indicators used for financial analysis and valuation, including profitability metrics, growth indicators, and operational efficiency measures.

Request

Authentication

• Type: Bearer Token
• Required: Yes

Parameters

Name	Type	Required	Description	Example
symbol	string	Yes	Stock symbol/ticker code for the company	FDPL

Response

Success Response (200)

{
  "status": "ok",
  "message": "",
  "data": {
    "periods": [
      "2024",
      "2023",
      "2022",
      "2021",
      "2020"
    ],
    "fundementals": [
      {
        "name": "Sales",
        "values": [1000000, 950000, 900000, 850000, 800000]
      },
      {
        "name": "Equity to Assets (%)",
        "values": [45.5, 44.2, 43.8, 42.1, 41.5]
      },
      {
        "name": "Long term Debt to Equity",
        "values": [0.85, 0.90, 0.95, 1.0, 1.05]
      },
      {
        "name": "Return on Equity",
        "values": [0.182, 0.172, 0.163, 0.152, 0.140]
      },
      {
        "name": "Return on Assets",
        "values": [0.082, 0.076, 0.071, 0.064, 0.058]
      }
    ]
  }
}

Error Responses

For detailed Common Error responses, see the Error Handling.

Missing Symbol (200)

{
  "status": "error",
  "message": "internal error",
}

Response Fields

Field	Type	Description
periods	array	Array of fiscal periods/years
fundementals	array	Array of financial metrics View

Fundementals Array Fields

Field	Type	Description
name	string	Name of the financial metric/ratio
values	array	Array of metric values corresponding to each period

Examples

Get Key Metrics

curl -X GET "https://csapis.com/3.0/financials/fundamentals?symbol=FDPL" \
  -H "Authorization: Bearer YOUR_API_TOKEN" \
  -H "Content-Type: application/json"

Use Cases

1. Equity Research & Analysis: Analyze company financial health through key ratios like Return on Equity (ROE), Return on Assets (ROA), and equity-to-assets ratios to make informed investment decisions.

2. Financial Modeling: Extract historical financial metrics across multiple years to build financial models, trend analysis, and forecasting models for valuation.

3. Fundamental Screening: Filter and compare companies based on financial metrics such as debt ratios, profitability margins, and asset efficiency to identify investment opportunities.

4. Portfolio Analysis: Monitor the fundamental health of portfolio holdings by tracking changes in key metrics over time and identifying potential risks or opportunities.

5. Comparative Analysis: Compare financial metrics across multiple companies in the same sector to benchmark performance and identify market leaders.

6. Risk Assessment: Evaluate leverage ratios (debt-to-equity) and asset efficiency metrics to assess financial stability and operational risk of companies.