This API consolidates data from multiple financial and market sources to produce a set of scores for each stock. By drawing upon both traditional metrics (e.g., valuation ratios, revenue trends) and market-focused indicators (e.g., price momentum, analyst changes), the system delivers an at-a-glance overview that can help users quickly assess a stock's standing across various dimensions. The scores are designed to be used alongside deeper qualitative and quantitative research when evaluating potential investments.
Available Data Points:
- Quality: Gauges the financial stability and operational soundness of a company. This includes measures like the Altman Z-Score (for bankruptcy risk), Earnings Variability (consistency of profits), Return on Assets, and Free Cash Flow relative to Sales. A higher Quality score typically indicates stronger metrics relating to financial health and operational efficiency, but it should be considered alongside other factors.
- Momentum: Measures recent stock price trends and market sentiment. It typically evaluates short-term vs. long-term moving averages (e.g., 50-day vs. 200-day), proximity to 52-week highs, analyst recommendation changes, and earnings surprises. A higher Momentum score can reflect a positive short-term trajectory, though past performance is not indicative of future results.
- Growth: Examines the company's potential for expansion, including metrics like EBIT CAGR (compound annual growth rate), internal growth rates, and recent sales trends. A higher Growth score generally highlights more positive growth indicators, but these measures should be evaluated within the broader context of market conditions and overall risk tolerance.
- Value: Focuses on the relationship between a company's fundamentals and its share price. It considers metrics such as Earnings Yield, Price-to-Earnings Ratios, Price-to-Sales Ratios, and other valuation factors (e.g., Enterprise Value/EBIT). A higher Value score generally reflects more favorable valuation metrics in comparison to peers, though it does not assure future performance.
- Total: The Total score is not merely an average of the four sub-scores. Instead, it incorporates each category's data and compares them to relevant benchmarks, acting more like a percentile rank where 100 is the best. This provides a quick snapshot of where the stock stands relative to the universe of other stocks, based on Value, Quality, Momentum, and Growth characteristics combined.
Disclaimer: The Stock Score is not an investment recommendation or a guarantee of future returns. It is purely a summary and comparison of selected metrics for informational purposes.
Try it out! You can test the API with the trial key TEST. Simply include it in your request headers; either here, or add the header "Ortex-Api-Key": "TEST" to your http request.
Trial key restrictions: A list of randomly selected rows will be returned
Get full access! Get a key at app.ortex.com/apis