Financial Ratios

API Enterprise

Margin, return, efficiency and leverage ratios derived from a company's financials for one reporting period.

Available Data Points:

  • estimatedValues: True when the requested period is beyond the company's latest reported one, so the figures are analyst estimates rather than reported actuals.
  • grossProfitMargin: Gross profit as a percentage of revenue.
  • sgAndAMargin: SG&A expense as a percentage of revenue.
  • ebitdaMargin: EBITDA as a percentage of revenue.
  • ebitMargin: Operating income (EBIT) as a percentage of revenue.
  • netIncomeMargin: Net income as a percentage of revenue.
  • normalizedNetIncomeMargin: Normalized net income as a percentage of revenue.
  • returnOnAssets: Net income as a percentage of total assets.
  • returnOnEquity: Net income as a percentage of shareholders' equity.
  • returnOnCapital: Return on invested capital.
  • assetTurnover: Revenue divided by total assets.
  • receivablesTurnover: Revenue divided by accounts receivable.
  • inventoryTurnover: Cost of revenue divided by inventory.
  • daysSalesOutstanding: Average days to collect receivables.
  • daysPayableOutstanding: Average days to pay suppliers.
  • currentRatio: Current assets divided by current liabilities.
  • quickRatio: Current assets excluding inventory, divided by current liabilities.
  • cashRatio: Cash and cash equivalents divided by current liabilities.
  • debtToEquity: Total debt divided by shareholders' equity.
  • debtToCapital: Total debt divided by total capital (debt plus equity).
  • debtToAsset: Total debt divided by total assets.
  • ebitToInterestExpense: Operating income divided by interest expense.
  • ebitdaToInterestExpense: EBITDA divided by interest expense.
  • debtToEbitda: Total debt divided by EBITDA.
  • netDebtToEbitda: Net debt divided by EBITDA.

JSON only

The row is one nested 'fundamentals' object whose keys depend on the category, so there is no tabular form to render: these endpoints return JSON only, and 'format=csv' is not offered.

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: Trial keys may be limited to a specific date range and set of regions. Requests outside the allowed regions or entirely outside the allowed date range are rejected; a date window that partially overlaps the allowed range is trimmed to it, reported in meta.restriction.

Get full access! Contact [email protected]

Path Params
string
required

Where to find the instrument: a venue (exchange symbol, MIC or ISO-2 country) or an identifier scheme (tid, sid, cid, isin, figi). See Identifying an instrument.

string
required

The ticker on that venue, or the value in that scheme. An ISIN, sid, cid or share-class FIGI answers for the main listing only; reference/listings lists the others. See Identifying an instrument.

Query Params
string
required

The reporting period to return: a fiscal year as YYYY (e.g. 2023) or a fiscal quarter as YYYYQx (e.g. 2024Q3, x = 1-4; the Q may be lower case). A period beyond the company's latest reported one returns analyst estimates instead of actuals — see estimatedValues in the response.

Or ask for the latest reported figures instead of naming a period, with either of two case-insensitive selectors:

  • LASTY — the most recent fiscal year with reported figures.
  • LASTQ — the most recent fiscal quarter with reported figures.

Both resolve to actuals, never estimates (estimatedValues: false). The period they resolved to is reported back in resolved.period, while request.period echoes the selector you sent — so a stored request stays reproducible while you can still see which period answered it. A company with no reported figures at all returns an empty 200 with meta.emptyReason, not an error.

integer

Page number within the paginated result set. Must be >= 1. Defaults to 1.

integer

Number of rows per page. The default and the maximum allowed depend on the API tier; a value above the tier maximum is rejected with 400 invalidPageSize.

Responses

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Response
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