Company Fundamentals

Income statement, balance sheet, cash flow, ratios and valuation, standardized across markets.

ORTEX delivers standardized company financials for listed companies worldwide: the income statement, balance sheet and cash flow, the ratios analysts actually use, and valuation multiples against the live price. Annual and quarterly, current and historical, and consistent across markets, so a global comparison is a fair one.

At a glance

  • Global listed-company coverage
  • Annual and quarterly periods
  • 6 statement and ratio sets
  • One set of identifiers with every ORTEX dataset

What you can do with it

  • Screening. Fill a screen or a tear sheet with consistent numbers in one call.
  • Modeling. Standardized history for valuation and quality work.
  • Context. Fundamentals next to positioning, flows and analyst data.

Every statement, standardized

The full financial picture of a company, in one consistent format across markets.

  • Income statement. Revenue, gross profit, operating income, net income, EPS and margins, by year and quarter.
  • Balance sheet. Assets, liabilities, debt, cash and equity: the strength behind the earnings.
  • Cash flow. Operating, investing and financing cash flows and free cash flow.
  • Ratios. Returns, leverage, liquidity and efficiency ratios, calculated the same way for every company.
  • Valuation. P/E, EV to revenue, EV to EBIT, price to book and more, against the current price.
  • Summary view. The headline numbers for any company in one call, for screens and tear sheets.

Facts

CoverageListed companies globally
PeriodsAnnual and quarterly, current and historical
FormatStandardized across markets
DeliveryAPI, ORTEX platform

Why ORTEX

The same identifiers as every other ORTEX dataset, so fundamentals join straight onto short interest, flows and analyst data.

Documents and API

Coverage, history and figures are as at November 2026. Provided for information purposes only; not investment advice, a personal recommendation, or an offer to buy or sell any security. Past performance is not a guide to future results. Trial access, pricing and licensing: [email protected].


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