Summary

API Enterprise

A one-page snapshot of a company's core financials for one reporting period: growth, margins, valuation multiples, leverage and cash flow.

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.
  • revenue: Total revenue for the period.
  • revenueGrowthPctYoy: Revenue growth versus the same period a year ago.
  • evToRevenue: Enterprise value divided by revenue.
  • grossProfit: Revenue less cost of revenue.
  • grossProfitMarginPct: Gross profit as a percentage of revenue.
  • evToGrossProfit: Enterprise value divided by gross profit.
  • ebitda: Earnings before interest, tax, depreciation and amortization.
  • ebitdaMarginPct: EBITDA as a percentage of revenue.
  • evToEbitda: Enterprise value divided by EBITDA.
  • netIncome: Reported net income.
  • normalizedNetIncome: Net income adjusted for one-off items.
  • netIncomeMarginPct: Net income as a percentage of revenue.
  • dilutedEps: Diluted earnings per share.
  • eps: Basic earnings per share.
  • priceToEarnings: Share price divided by earnings per share.
  • marketCap: Market capitalization.
  • cashAndCashEquivalents: Cash and cash equivalents on the balance sheet.
  • netDebt: Total debt less cash and cash equivalents.
  • debt: Total debt.
  • enterpriseValue: Market capitalization plus net debt.
  • cashflowFromOperation: Net cash from operating activities.
  • cashflowFromInvesting: Net cash from investing activities.
  • cashflowFromFinancing: Net cash from financing activities.
  • capitalExpenditures: Cash spent on property, plant and equipment.
  • researchAndDevelopment: Research and development expense.
  • numberOfEmployees: Headcount at period end.

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

Language
Credentials
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Response
Click Try It! to start a request and see the response here! Or choose an example:
application/json