Financial Statements API

Access detailed financial statements data including income statements, balance sheets, cash flow statements, and key financial ratios.

Available Endpoints

Financial Statements

Get comprehensive financial data for any publicly traded company.
GET /api/financials/{symbol}
Query Parameters:
  • period (optional): annual or quarterly (default: annual)
  • limit (optional): Number of periods to return (default: 4)
Example Request:
curl -X GET "https://api.financialcontext.com/api/financials/AAPL?period=annual&limit=3" \
  -H "X-API-Key: your-api-key"
Response:
{
  "success": true,
  "data": {
    "symbol": "AAPL",
    "period": "annual",
    "statements": [
      {
        "fiscalYear": 2023,
        "incomeStatement": {
          "revenue": 383285000000,
          "grossProfit": 169148000000,
          "operatingIncome": 114301000000,
          "netIncome": 96995000000,
          "eps": 6.16
        },
        "balanceSheet": {
          "totalAssets": 352755000000,
          "totalLiabilities": 290437000000,
          "shareholderEquity": 62318000000,
          "cash": 29965000000,
          "totalDebt": 111109000000
        },
        "cashFlow": {
          "operatingCashFlow": 110543000000,
          "investingCashFlow": -1445000000,
          "financingCashFlow": -108488000000,
          "freeCashFlow": 99584000000
        }
      }
    ]
  }
}

Key Financial Metrics

Income Statement

  • Revenue: Total company sales
  • Gross Profit: Revenue minus cost of goods sold
  • Operating Income: Profit from core business operations
  • Net Income: Bottom-line profit after all expenses
  • EPS: Earnings per share

Balance Sheet

  • Total Assets: Everything the company owns
  • Total Liabilities: Everything the company owes
  • Shareholder Equity: Assets minus liabilities
  • Cash: Liquid assets available
  • Total Debt: All outstanding debt obligations

Cash Flow Statement

  • Operating Cash Flow: Cash from business operations
  • Investing Cash Flow: Cash from investments and acquisitions
  • Financing Cash Flow: Cash from debt and equity financing
  • Free Cash Flow: Operating cash flow minus capital expenditures

Financial Ratios

Calculate important financial ratios using the provided data:
// Profitability Ratios
const grossMargin = (grossProfit / revenue) * 100
const netMargin = (netIncome / revenue) * 100
const roe = (netIncome / shareholderEquity) * 100

// Liquidity Ratios
const currentRatio = currentAssets / currentLiabilities
const quickRatio = (currentAssets - inventory) / currentLiabilities

// Leverage Ratios
const debtToEquity = totalDebt / shareholderEquity
const debtToAssets = totalDebt / totalAssets

Use Cases

Financial Analysis

Analyze company financial health and performance trends

Valuation Models

Build DCF, P/E, and other valuation models

Comparative Analysis

Compare financial metrics across companies and sectors

Risk Assessment

Evaluate financial stability and credit risk

Data Coverage

  • Annual Data: Up to 10 years of historical data
  • Quarterly Data: Up to 20 quarters of historical data
  • Update Frequency: Within 24 hours of SEC filings
  • Coverage: All US publicly traded companies

Example Analysis

import requests

def analyze_financial_health(symbol):
    url = f"https://api.financialcontext.com/api/financials/{symbol}"
    headers = {"X-API-Key": "your-api-key"}
    
    response = requests.get(url, headers=headers)
    data = response.json()["data"]
    
    latest = data["statements"][0]
    income = latest["incomeStatement"]
    balance = latest["balanceSheet"]
    
    # Calculate key ratios
    gross_margin = (income["grossProfit"] / income["revenue"]) * 100
    debt_to_equity = balance["totalDebt"] / balance["shareholderEquity"]
    
    return {
        "gross_margin": gross_margin,
        "debt_to_equity": debt_to_equity,
        "financial_health": "Strong" if debt_to_equity < 0.5 else "Moderate"
    }
Financial data is sourced from SEC filings and may have reporting delays. Always verify critical information with official sources.