Financial Ratios
get_financial_ratiosGet pipeline-computed financial ratios from ratio.parquet. Served categories: profitability (margins, ROE, ROA, ROIC), liquidity (current ratio, quick ratio), leverage (D/E, interest coverage, net debt/EBITDA), efficiency (asset turnover, inventory days), per_share (EPS, BVPS,...
Example Call
# Using the Valuein MCP server from Python (via MCP SDK)# Or call directly from Claude / Cursor after setup result = await client.call_tool( "get_financial_ratios", arguments={ "ticker": "EXAMPLE"})print(result)Direct tool call:get_financial_ratios(ticker="GOOGL", fiscal_period="TTM")
Try it now
Paste this in your terminal — the free tier returns real sample data without authentication.
# No auth required — the Sample tier covers a large-cap US benchmark universe with a 5-year window.# Add -H "Authorization: Bearer $VALUEIN_TOKEN" for the full universe and history.curl -X POST https://mcp.valuein.biz/mcp \ -H "Content-Type: application/json" \ -H "Accept: application/json, text/event-stream" \ -d '{ "jsonrpc": "2.0", "id": 1, "method": "tools/call", "params": { "name": "get_financial_ratios", "arguments": { "ticker": "AAPL", "limit": 3 } } }'Inputs
| Parameter | Type | Required | Description |
|---|---|---|---|
ticker | string | required | Stock ticker symbol, e.g. AAPL, MSFT — or a CIK (SEC identifier), e.g. '0000320193'. |
categories | array | optional | Ratio categories to include (see the enum). Omit to return every category this ticker has. `valuation` (pe_ratio, pb_ratio, ev_ebitda, market_cap, dividend_yield) is LIVE since schema 2.18.0 — price-derived, period-end-aligned, not strictly PIT. Availability is per-ticker (the envelope lists this ticker's available_categories). |
fiscal_period | "FY" | "TTM" | "Q1" | "Q2" | "Q3" | "Q4" | optional | Filter to a specific fiscal period type. Use 'TTM' for trailing twelve months. Omit to return both annual (FY) and TTM rows. |
as_of_date | string | optional | Historical cutoff (canonical cross-tool date param). PIT by SEC accepted_at when the ratio data carries it (latest value knowable on/before the date, zero look-ahead, _meta.pit_safe=true), else by ratio.period_end (pit_safe=false). For guaranteed accepted_at PIT use get_company_fundamentals. |
period_end_before | string | optional | Alias of as_of_date (as_of_date preferred — the canonical name). Returns ratios with period_end on or before this date. |
limit | integer | optional | Number of distinct period_end dates to return (1–20). Defaults to 5. Within each period, all matching ratio_names are included.Default: 5 |
Output Fields
tickerplannoteperiods_returneddatalineageExample Response
[ { "ticker": "AAPL", "plan": "sp500", "note": null, "periods_returned": null, "data": null, "lineage": null }]Shape only — field names match the live schema; values are placeholders, not real filings. Returns Alphabet's trailing-twelve-month gross margin, operating margin, ROE, debt-to-equity and the other served ratios.
Notes
Ratios are computed by the pipeline from standardized fact data — not directly reported by companies. With `as_of_date`, rows are filtered by SEC `accepted_at` when the ratio snapshot carries it (`_meta.pit_safe` true), otherwise by `period_end` (`_meta.pit_safe` false).
Plan Access
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