openapi: 3.0.1 info: version: 1.0.0 title: Authorization Tokens Accounts Financials API description: 'Use the `oauth` endpoint to generate the secure, time-limited JSON Web Tokens (JWTs) used to authorize access to APIs and components.

To request a token, click Authorize and enter the following credentials: * Username - Your Client ID. * Password - Your Client Secret.' servers: - url: https://www.us-api.morningstar.com/token description: PROD US - url: https://www.emea-api.morningstar.com/token description: PROD EMEA - url: https://www.apac-api.morningstar.com/token description: PROD APAC security: - BasicAuth: [] tags: - name: Financials paths: /direct-web-services/v1/investments/{id}/equity-calculated-items-and-ratios-averages: get: summary: Get Calculated Items and Ratios Averages view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: reportType in: query required: true schema: enum: - a - r - d - b - tb - p - ta - td - tr - tp type: string x-enumDescriptions: a: Value as originally reported in a formal document. p: Value reported in a preliminary announcement of results prior to a formal document. r: Restated value reported in a formal document. d: Restated value reported in a preliminary announcement of results prior to a formal document. b: 'Best known value chosen from the available report types: A, P, R, D.' ta: Calculated Trailing 12 months of as originally reported values in a formal document. tp: Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document. tr: Calculated Trailing 12 months of restated values reported in a formal document. td: Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document. tb: 'Calculated Trailing 12 months of ''best known'' value chosen from the available report types: A, P, R, D.' description: "\nFilters results by report type. Must be used together with `period`.\n\n - `a` = Value as originally reported in a formal document.\n\n - `p` = Value reported in a preliminary announcement of results prior to a formal document.\n\n - `r` = Restated value reported in a formal document.\n\n - `d` = Restated value reported in a preliminary announcement of results prior to a formal document.\n\n - `b` = Best known value chosen from the available report types: A, P, R, D.\n\n - `ta` = Calculated Trailing 12 months of as originally reported values in a formal document.\n\n - `tp` = Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document.\n\n - `tr` = Calculated Trailing 12 months of restated values reported in a formal document.\n\n - `td` = Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document.\n\n - `tb` = Calculated Trailing 12 months of ‘best known’ value chosen from the available report types: A, P, R, D." examples: reportTypeExample1: summary: As originally reported value: a reportTypeExample2: summary: Preliminary announcement value: p reportTypeExample3: summary: Restated (formal document) value: r reportTypeExample4: summary: Restated (preliminary announcement) value: d reportTypeExample5: summary: Best known value: b reportTypeExample6: summary: Trailing 12 months, as originally reported value: ta reportTypeExample7: summary: Trailing 12 months, preliminary value: tp reportTypeExample8: summary: Trailing 12 months, restated (formal) value: tr reportTypeExample9: summary: Trailing 12 months, restated (preliminary) value: td reportTypeExample10: summary: Trailing 12 months, best known value: tb - name: period in: query required: true schema: enum: - sa2 - q1 - sa1 - a - q2 - q3 - q4 - q6 - q9 - ir type: string x-enumDescriptions: a: 'Annual (full fiscal year). Example: 1 January to 31 December' sa1: 'First semi-annual. Example: 1 January to 30 June' sa2: 'Second semi-annual. Example: 1 July to 31 December' q1: 'First quarter. Example: 1 January to 31 March' q2: 'Second quarter. Example: 1 April to 30 June' q3: 'Third quarter. Example: 1 July to 30 September' q4: 'Fourth quarter. Example: 1 October to 31 December' q6: 'Cumulative six-month period to the end of Q2. Example: 1 January to 30 June' q9: 'Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September' ir: Irregular report. No standardized date range description: ' Filters results by the duration period of financial statements reported by the company. Must be used together with `reportType`. - `a` = Annual (full fiscal year). Example: 1 January to 31 December - `sa1` = First semi-annual. Example: 1 January to 30 June - `sa2` = Second semi-annual. Example: 1 July to 31 December - `q1` = First quarter. Example: 1 January to 31 March - `q2` = Second quarter. Example: 1 April to 30 June - `q3` = Third quarter. Example: 1 July to 30 September - `q4` = Fourth quarter. Example: 1 October to 31 December - `q6` = Cumulative six-month period to the end of Q2. Example: 1 January to 30 June - `q9` = Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September - `ir` = Irregular report. No standardized date range' examples: periodExample1: summary: Annual (full fiscal year) value: a periodExample2: summary: First semi-annual value: sa1 periodExample3: summary: Second semi-annual value: sa2 periodExample4: summary: First quarter value: q1 periodExample5: summary: Second quarter value: q2 periodExample6: summary: Third quarter value: q3 periodExample7: summary: Fourth quarter value: q4 periodExample8: summary: Cumulative six-month period (to end of Q2) value: q6 periodExample9: summary: Cumulative nine-month period (to end of Q3) value: q9 periodExample10: summary: Irregular report value: ir - name: numberOfMonths in: query schema: enum: - '1' - '2' - '3' - '4' - '5' - '6' - '7' - '8' - '9' - '10' - '11' - '12' - '13' - '14' - '15' - '16' - '17' - '18' - '19' - '20' - '21' - '22' - '23' type: string - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string description: Most recent and time series data supported. operationId: getEquityCalculatedItemsAndRatiosAveragesDataset tags: - Financials responses: '200': $ref: '#/components/responses/ResponseEquityCalculatedItemsAndRatiosAverages' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 915 /direct-web-services/v1/investments/{id}/equity-debt-maturity-schedule: get: summary: Get Debt Maturity Schedule view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: reportType in: query required: true schema: enum: - a - r - d - b - tb - p - ta - td - tr - tp type: string x-enumDescriptions: a: Value as originally reported in a formal document. p: Value reported in a preliminary announcement of results prior to a formal document. r: Restated value reported in a formal document. d: Restated value reported in a preliminary announcement of results prior to a formal document. b: 'Best known value chosen from the available report types: A, P, R, D.' ta: Calculated Trailing 12 months of as originally reported values in a formal document. tp: Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document. tr: Calculated Trailing 12 months of restated values reported in a formal document. td: Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document. tb: 'Calculated Trailing 12 months of ''best known'' value chosen from the available report types: A, P, R, D.' description: "\nFilters results by report type. Must be used together with `period`.\n\n - `a` = Value as originally reported in a formal document.\n\n - `p` = Value reported in a preliminary announcement of results prior to a formal document.\n\n - `r` = Restated value reported in a formal document.\n\n - `d` = Restated value reported in a preliminary announcement of results prior to a formal document.\n\n - `b` = Best known value chosen from the available report types: A, P, R, D.\n\n - `ta` = Calculated Trailing 12 months of as originally reported values in a formal document.\n\n - `tp` = Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document.\n\n - `tr` = Calculated Trailing 12 months of restated values reported in a formal document.\n\n - `td` = Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document.\n\n - `tb` = Calculated Trailing 12 months of ‘best known’ value chosen from the available report types: A, P, R, D." examples: reportTypeExample1: summary: As originally reported value: a reportTypeExample2: summary: Preliminary announcement value: p reportTypeExample3: summary: Restated (formal document) value: r reportTypeExample4: summary: Restated (preliminary announcement) value: d reportTypeExample5: summary: Best known value: b reportTypeExample6: summary: Trailing 12 months, as originally reported value: ta reportTypeExample7: summary: Trailing 12 months, preliminary value: tp reportTypeExample8: summary: Trailing 12 months, restated (formal) value: tr reportTypeExample9: summary: Trailing 12 months, restated (preliminary) value: td reportTypeExample10: summary: Trailing 12 months, best known value: tb - name: period in: query required: true schema: enum: - sa2 - q1 - sa1 - a - q2 - q3 - q4 - q6 - q9 - ir type: string x-enumDescriptions: a: 'Annual (full fiscal year). Example: 1 January to 31 December' sa1: 'First semi-annual. Example: 1 January to 30 June' sa2: 'Second semi-annual. Example: 1 July to 31 December' q1: 'First quarter. Example: 1 January to 31 March' q2: 'Second quarter. Example: 1 April to 30 June' q3: 'Third quarter. Example: 1 July to 30 September' q4: 'Fourth quarter. Example: 1 October to 31 December' q6: 'Cumulative six-month period to the end of Q2. Example: 1 January to 30 June' q9: 'Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September' ir: Irregular report. No standardized date range description: ' Filters results by the duration period of financial statements reported by the company. Must be used together with `reportType`. - `a` = Annual (full fiscal year). Example: 1 January to 31 December - `sa1` = First semi-annual. Example: 1 January to 30 June - `sa2` = Second semi-annual. Example: 1 July to 31 December - `q1` = First quarter. Example: 1 January to 31 March - `q2` = Second quarter. Example: 1 April to 30 June - `q3` = Third quarter. Example: 1 July to 30 September - `q4` = Fourth quarter. Example: 1 October to 31 December - `q6` = Cumulative six-month period to the end of Q2. Example: 1 January to 30 June - `q9` = Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September - `ir` = Irregular report. No standardized date range' examples: periodExample1: summary: Annual (full fiscal year) value: a periodExample2: summary: First semi-annual value: sa1 periodExample3: summary: Second semi-annual value: sa2 periodExample4: summary: First quarter value: q1 periodExample5: summary: Second quarter value: q2 periodExample6: summary: Third quarter value: q3 periodExample7: summary: Fourth quarter value: q4 periodExample8: summary: Cumulative six-month period (to end of Q2) value: q6 periodExample9: summary: Cumulative nine-month period (to end of Q3) value: q9 periodExample10: summary: Irregular report value: ir - name: numberOfMonths in: query schema: enum: - '1' - '2' - '3' - '4' - '5' - '6' - '7' - '8' - '9' - '10' - '11' - '12' - '13' - '14' - '15' - '16' - '17' - '18' - '19' - '20' - '21' - '22' - '23' type: string - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string description: Most recent and time series data supported. operationId: getEquityDebtMaturityScheduleDataset tags: - Financials responses: '200': $ref: '#/components/responses/ResponseEquityDebtMaturitySchedule' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 915 /direct-web-services/v1/investments/{id}/equity-dividend-yields: get: summary: Get Dividend Yields view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: reportType in: query required: true schema: enum: - a - r - d - b - tb - p - ta - td - tr - tp type: string x-enumDescriptions: a: Value as originally reported in a formal document. p: Value reported in a preliminary announcement of results prior to a formal document. r: Restated value reported in a formal document. d: Restated value reported in a preliminary announcement of results prior to a formal document. b: 'Best known value chosen from the available report types: A, P, R, D.' ta: Calculated Trailing 12 months of as originally reported values in a formal document. tp: Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document. tr: Calculated Trailing 12 months of restated values reported in a formal document. td: Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document. tb: 'Calculated Trailing 12 months of ''best known'' value chosen from the available report types: A, P, R, D.' description: "\nFilters results by report type. Must be used together with `period`.\n\n - `a` = Value as originally reported in a formal document.\n\n - `p` = Value reported in a preliminary announcement of results prior to a formal document.\n\n - `r` = Restated value reported in a formal document.\n\n - `d` = Restated value reported in a preliminary announcement of results prior to a formal document.\n\n - `b` = Best known value chosen from the available report types: A, P, R, D.\n\n - `ta` = Calculated Trailing 12 months of as originally reported values in a formal document.\n\n - `tp` = Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document.\n\n - `tr` = Calculated Trailing 12 months of restated values reported in a formal document.\n\n - `td` = Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document.\n\n - `tb` = Calculated Trailing 12 months of ‘best known’ value chosen from the available report types: A, P, R, D." examples: reportTypeExample1: summary: As originally reported value: a reportTypeExample2: summary: Preliminary announcement value: p reportTypeExample3: summary: Restated (formal document) value: r reportTypeExample4: summary: Restated (preliminary announcement) value: d reportTypeExample5: summary: Best known value: b reportTypeExample6: summary: Trailing 12 months, as originally reported value: ta reportTypeExample7: summary: Trailing 12 months, preliminary value: tp reportTypeExample8: summary: Trailing 12 months, restated (formal) value: tr reportTypeExample9: summary: Trailing 12 months, restated (preliminary) value: td reportTypeExample10: summary: Trailing 12 months, best known value: tb - name: period in: query required: true schema: enum: - sa2 - q1 - sa1 - a - q2 - q3 - q4 - q6 - q9 - ir type: string x-enumDescriptions: a: 'Annual (full fiscal year). Example: 1 January to 31 December' sa1: 'First semi-annual. Example: 1 January to 30 June' sa2: 'Second semi-annual. Example: 1 July to 31 December' q1: 'First quarter. Example: 1 January to 31 March' q2: 'Second quarter. Example: 1 April to 30 June' q3: 'Third quarter. Example: 1 July to 30 September' q4: 'Fourth quarter. Example: 1 October to 31 December' q6: 'Cumulative six-month period to the end of Q2. Example: 1 January to 30 June' q9: 'Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September' ir: Irregular report. No standardized date range description: ' Filters results by the duration period of financial statements reported by the company. Must be used together with `reportType`. - `a` = Annual (full fiscal year). Example: 1 January to 31 December - `sa1` = First semi-annual. Example: 1 January to 30 June - `sa2` = Second semi-annual. Example: 1 July to 31 December - `q1` = First quarter. Example: 1 January to 31 March - `q2` = Second quarter. Example: 1 April to 30 June - `q3` = Third quarter. Example: 1 July to 30 September - `q4` = Fourth quarter. Example: 1 October to 31 December - `q6` = Cumulative six-month period to the end of Q2. Example: 1 January to 30 June - `q9` = Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September - `ir` = Irregular report. No standardized date range' examples: periodExample1: summary: Annual (full fiscal year) value: a periodExample2: summary: First semi-annual value: sa1 periodExample3: summary: Second semi-annual value: sa2 periodExample4: summary: First quarter value: q1 periodExample5: summary: Second quarter value: q2 periodExample6: summary: Third quarter value: q3 periodExample7: summary: Fourth quarter value: q4 periodExample8: summary: Cumulative six-month period (to end of Q2) value: q6 periodExample9: summary: Cumulative nine-month period (to end of Q3) value: q9 periodExample10: summary: Irregular report value: ir - name: numberOfMonths in: query schema: enum: - '1' - '2' - '3' - '4' - '5' - '6' - '7' - '8' - '9' - '10' - '11' - '12' - '13' - '14' - '15' - '16' - '17' - '18' - '19' - '20' - '21' - '22' - '23' type: string - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string description: Most recent and time series data supported. operationId: getEquityDividendYieldsDataset tags: - Financials responses: '200': $ref: '#/components/responses/ResponseEquityDividendYields' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 915 /direct-web-services/v1/investments/{id}/equity-enterprise-value-ratios: get: summary: Get Enterprise Value Ratios Averages view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string description: Most recent and time series data supported. operationId: getEquityEnterpriseValueRatiosDataset tags: - Financials responses: '200': $ref: '#/components/responses/ResponseEquityEnterpriseValueRatios' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 915 /direct-web-services/v1/investments/{id}/equity-enterprise-value-ratios-averages: get: summary: Get Enterprise Value Ratios view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string description: Most recent and time series data supported. operationId: getEquityEnterpriseValueRatiosAveragesDataset tags: - Financials responses: '200': $ref: '#/components/responses/ResponseEquityEnterpriseValueRatiosAverages' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 915 /direct-web-services/v1/investments/{id}/equity-financial-statements-averages: get: summary: Get Financial Statements Balance Sheet view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: reportType in: query required: true schema: enum: - a - r - d - b - tb - p - ta - td - tr - tp type: string x-enumDescriptions: a: Value as originally reported in a formal document. p: Value reported in a preliminary announcement of results prior to a formal document. r: Restated value reported in a formal document. d: Restated value reported in a preliminary announcement of results prior to a formal document. b: 'Best known value chosen from the available report types: A, P, R, D.' ta: Calculated Trailing 12 months of as originally reported values in a formal document. tp: Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document. tr: Calculated Trailing 12 months of restated values reported in a formal document. td: Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document. tb: 'Calculated Trailing 12 months of ''best known'' value chosen from the available report types: A, P, R, D.' description: "\nFilters results by report type. Must be used together with `period`.\n\n - `a` = Value as originally reported in a formal document.\n\n - `p` = Value reported in a preliminary announcement of results prior to a formal document.\n\n - `r` = Restated value reported in a formal document.\n\n - `d` = Restated value reported in a preliminary announcement of results prior to a formal document.\n\n - `b` = Best known value chosen from the available report types: A, P, R, D.\n\n - `ta` = Calculated Trailing 12 months of as originally reported values in a formal document.\n\n - `tp` = Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document.\n\n - `tr` = Calculated Trailing 12 months of restated values reported in a formal document.\n\n - `td` = Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document.\n\n - `tb` = Calculated Trailing 12 months of ‘best known’ value chosen from the available report types: A, P, R, D." examples: reportTypeExample1: summary: As originally reported value: a reportTypeExample2: summary: Preliminary announcement value: p reportTypeExample3: summary: Restated (formal document) value: r reportTypeExample4: summary: Restated (preliminary announcement) value: d reportTypeExample5: summary: Best known value: b reportTypeExample6: summary: Trailing 12 months, as originally reported value: ta reportTypeExample7: summary: Trailing 12 months, preliminary value: tp reportTypeExample8: summary: Trailing 12 months, restated (formal) value: tr reportTypeExample9: summary: Trailing 12 months, restated (preliminary) value: td reportTypeExample10: summary: Trailing 12 months, best known value: tb - name: period in: query required: true schema: enum: - sa2 - q1 - sa1 - a - q2 - q3 - q4 - q6 - q9 - ir type: string x-enumDescriptions: a: 'Annual (full fiscal year). Example: 1 January to 31 December' sa1: 'First semi-annual. Example: 1 January to 30 June' sa2: 'Second semi-annual. Example: 1 July to 31 December' q1: 'First quarter. Example: 1 January to 31 March' q2: 'Second quarter. Example: 1 April to 30 June' q3: 'Third quarter. Example: 1 July to 30 September' q4: 'Fourth quarter. Example: 1 October to 31 December' q6: 'Cumulative six-month period to the end of Q2. Example: 1 January to 30 June' q9: 'Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September' ir: Irregular report. No standardized date range description: ' Filters results by the duration period of financial statements reported by the company. Must be used together with `reportType`. - `a` = Annual (full fiscal year). Example: 1 January to 31 December - `sa1` = First semi-annual. Example: 1 January to 30 June - `sa2` = Second semi-annual. Example: 1 July to 31 December - `q1` = First quarter. Example: 1 January to 31 March - `q2` = Second quarter. Example: 1 April to 30 June - `q3` = Third quarter. Example: 1 July to 30 September - `q4` = Fourth quarter. Example: 1 October to 31 December - `q6` = Cumulative six-month period to the end of Q2. Example: 1 January to 30 June - `q9` = Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September - `ir` = Irregular report. No standardized date range' examples: periodExample1: summary: Annual (full fiscal year) value: a periodExample2: summary: First semi-annual value: sa1 periodExample3: summary: Second semi-annual value: sa2 periodExample4: summary: First quarter value: q1 periodExample5: summary: Second quarter value: q2 periodExample6: summary: Third quarter value: q3 periodExample7: summary: Fourth quarter value: q4 periodExample8: summary: Cumulative six-month period (to end of Q2) value: q6 periodExample9: summary: Cumulative nine-month period (to end of Q3) value: q9 periodExample10: summary: Irregular report value: ir - name: numberOfMonths in: query schema: enum: - '1' - '2' - '3' - '4' - '5' - '6' - '7' - '8' - '9' - '10' - '11' - '12' - '13' - '14' - '15' - '16' - '17' - '18' - '19' - '20' - '21' - '22' - '23' type: string - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string description: Most recent and time series data supported. operationId: getEquityFinancialStatementsAveragesDataset tags: - Financials responses: '200': $ref: '#/components/responses/ResponseEquityFinancialStatementsAverages' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 915 /direct-web-services/v1/investments/{id}/equity-financial-statements-balance-sheet: get: summary: Get Financial Statements Calculated Items view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: reportType in: query required: true schema: enum: - a - r - d - b - tb - p - ta - td - tr - tp type: string x-enumDescriptions: a: Value as originally reported in a formal document. p: Value reported in a preliminary announcement of results prior to a formal document. r: Restated value reported in a formal document. d: Restated value reported in a preliminary announcement of results prior to a formal document. b: 'Best known value chosen from the available report types: A, P, R, D.' ta: Calculated Trailing 12 months of as originally reported values in a formal document. tp: Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document. tr: Calculated Trailing 12 months of restated values reported in a formal document. td: Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document. tb: 'Calculated Trailing 12 months of ''best known'' value chosen from the available report types: A, P, R, D.' description: "\nFilters results by report type. Must be used together with `period`.\n\n - `a` = Value as originally reported in a formal document.\n\n - `p` = Value reported in a preliminary announcement of results prior to a formal document.\n\n - `r` = Restated value reported in a formal document.\n\n - `d` = Restated value reported in a preliminary announcement of results prior to a formal document.\n\n - `b` = Best known value chosen from the available report types: A, P, R, D.\n\n - `ta` = Calculated Trailing 12 months of as originally reported values in a formal document.\n\n - `tp` = Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document.\n\n - `tr` = Calculated Trailing 12 months of restated values reported in a formal document.\n\n - `td` = Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document.\n\n - `tb` = Calculated Trailing 12 months of ‘best known’ value chosen from the available report types: A, P, R, D." examples: reportTypeExample1: summary: As originally reported value: a reportTypeExample2: summary: Preliminary announcement value: p reportTypeExample3: summary: Restated (formal document) value: r reportTypeExample4: summary: Restated (preliminary announcement) value: d reportTypeExample5: summary: Best known value: b reportTypeExample6: summary: Trailing 12 months, as originally reported value: ta reportTypeExample7: summary: Trailing 12 months, preliminary value: tp reportTypeExample8: summary: Trailing 12 months, restated (formal) value: tr reportTypeExample9: summary: Trailing 12 months, restated (preliminary) value: td reportTypeExample10: summary: Trailing 12 months, best known value: tb - name: period in: query required: true schema: enum: - sa2 - q1 - sa1 - a - q2 - q3 - q4 - q6 - q9 - ir type: string x-enumDescriptions: a: 'Annual (full fiscal year). Example: 1 January to 31 December' sa1: 'First semi-annual. Example: 1 January to 30 June' sa2: 'Second semi-annual. Example: 1 July to 31 December' q1: 'First quarter. Example: 1 January to 31 March' q2: 'Second quarter. Example: 1 April to 30 June' q3: 'Third quarter. Example: 1 July to 30 September' q4: 'Fourth quarter. Example: 1 October to 31 December' q6: 'Cumulative six-month period to the end of Q2. Example: 1 January to 30 June' q9: 'Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September' ir: Irregular report. No standardized date range description: ' Filters results by the duration period of financial statements reported by the company. Must be used together with `reportType`. - `a` = Annual (full fiscal year). Example: 1 January to 31 December - `sa1` = First semi-annual. Example: 1 January to 30 June - `sa2` = Second semi-annual. Example: 1 July to 31 December - `q1` = First quarter. Example: 1 January to 31 March - `q2` = Second quarter. Example: 1 April to 30 June - `q3` = Third quarter. Example: 1 July to 30 September - `q4` = Fourth quarter. Example: 1 October to 31 December - `q6` = Cumulative six-month period to the end of Q2. Example: 1 January to 30 June - `q9` = Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September - `ir` = Irregular report. No standardized date range' examples: periodExample1: summary: Annual (full fiscal year) value: a periodExample2: summary: First semi-annual value: sa1 periodExample3: summary: Second semi-annual value: sa2 periodExample4: summary: First quarter value: q1 periodExample5: summary: Second quarter value: q2 periodExample6: summary: Third quarter value: q3 periodExample7: summary: Fourth quarter value: q4 periodExample8: summary: Cumulative six-month period (to end of Q2) value: q6 periodExample9: summary: Cumulative nine-month period (to end of Q3) value: q9 periodExample10: summary: Irregular report value: ir - name: numberOfMonths in: query schema: enum: - '1' - '2' - '3' - '4' - '5' - '6' - '7' - '8' - '9' - '10' - '11' - '12' - '13' - '14' - '15' - '16' - '17' - '18' - '19' - '20' - '21' - '22' - '23' type: string - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string description: Most recent and time series data supported. operationId: getEquityFinancialStatementsBalanceSheetDataset tags: - Financials responses: '200': $ref: '#/components/responses/ResponseEquityFinancialStatementsBalanceSheet' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 915 /direct-web-services/v1/investments/{id}/equity-financial-statements-calculated-items: get: summary: Get Financial Statements Cash Flow Statement view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: reportType in: query required: true schema: enum: - a - r - d - b - tb - p - ta - td - tr - tp type: string x-enumDescriptions: a: Value as originally reported in a formal document. p: Value reported in a preliminary announcement of results prior to a formal document. r: Restated value reported in a formal document. d: Restated value reported in a preliminary announcement of results prior to a formal document. b: 'Best known value chosen from the available report types: A, P, R, D.' ta: Calculated Trailing 12 months of as originally reported values in a formal document. tp: Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document. tr: Calculated Trailing 12 months of restated values reported in a formal document. td: Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document. tb: 'Calculated Trailing 12 months of ''best known'' value chosen from the available report types: A, P, R, D.' description: "\nFilters results by report type. Must be used together with `period`.\n\n - `a` = Value as originally reported in a formal document.\n\n - `p` = Value reported in a preliminary announcement of results prior to a formal document.\n\n - `r` = Restated value reported in a formal document.\n\n - `d` = Restated value reported in a preliminary announcement of results prior to a formal document.\n\n - `b` = Best known value chosen from the available report types: A, P, R, D.\n\n - `ta` = Calculated Trailing 12 months of as originally reported values in a formal document.\n\n - `tp` = Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document.\n\n - `tr` = Calculated Trailing 12 months of restated values reported in a formal document.\n\n - `td` = Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document.\n\n - `tb` = Calculated Trailing 12 months of ‘best known’ value chosen from the available report types: A, P, R, D." examples: reportTypeExample1: summary: As originally reported value: a reportTypeExample2: summary: Preliminary announcement value: p reportTypeExample3: summary: Restated (formal document) value: r reportTypeExample4: summary: Restated (preliminary announcement) value: d reportTypeExample5: summary: Best known value: b reportTypeExample6: summary: Trailing 12 months, as originally reported value: ta reportTypeExample7: summary: Trailing 12 months, preliminary value: tp reportTypeExample8: summary: Trailing 12 months, restated (formal) value: tr reportTypeExample9: summary: Trailing 12 months, restated (preliminary) value: td reportTypeExample10: summary: Trailing 12 months, best known value: tb - name: period in: query required: true schema: enum: - sa2 - q1 - sa1 - a - q2 - q3 - q4 - q6 - q9 - ir type: string x-enumDescriptions: a: 'Annual (full fiscal year). Example: 1 January to 31 December' sa1: 'First semi-annual. Example: 1 January to 30 June' sa2: 'Second semi-annual. Example: 1 July to 31 December' q1: 'First quarter. Example: 1 January to 31 March' q2: 'Second quarter. Example: 1 April to 30 June' q3: 'Third quarter. Example: 1 July to 30 September' q4: 'Fourth quarter. Example: 1 October to 31 December' q6: 'Cumulative six-month period to the end of Q2. Example: 1 January to 30 June' q9: 'Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September' ir: Irregular report. No standardized date range description: ' Filters results by the duration period of financial statements reported by the company. Must be used together with `reportType`. - `a` = Annual (full fiscal year). Example: 1 January to 31 December - `sa1` = First semi-annual. Example: 1 January to 30 June - `sa2` = Second semi-annual. Example: 1 July to 31 December - `q1` = First quarter. Example: 1 January to 31 March - `q2` = Second quarter. Example: 1 April to 30 June - `q3` = Third quarter. Example: 1 July to 30 September - `q4` = Fourth quarter. Example: 1 October to 31 December - `q6` = Cumulative six-month period to the end of Q2. Example: 1 January to 30 June - `q9` = Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September - `ir` = Irregular report. No standardized date range' examples: periodExample1: summary: Annual (full fiscal year) value: a periodExample2: summary: First semi-annual value: sa1 periodExample3: summary: Second semi-annual value: sa2 periodExample4: summary: First quarter value: q1 periodExample5: summary: Second quarter value: q2 periodExample6: summary: Third quarter value: q3 periodExample7: summary: Fourth quarter value: q4 periodExample8: summary: Cumulative six-month period (to end of Q2) value: q6 periodExample9: summary: Cumulative nine-month period (to end of Q3) value: q9 periodExample10: summary: Irregular report value: ir - name: numberOfMonths in: query schema: enum: - '1' - '2' - '3' - '4' - '5' - '6' - '7' - '8' - '9' - '10' - '11' - '12' - '13' - '14' - '15' - '16' - '17' - '18' - '19' - '20' - '21' - '22' - '23' type: string - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string description: Most recent and time series data supported. operationId: getEquityFinancialStatementsCalculatedItemsDataset tags: - Financials responses: '200': $ref: '#/components/responses/ResponseEquityFinancialStatementsCalculatedItems' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 915 /direct-web-services/v1/investments/{id}/equity-financial-statements-cash-flow-statement: get: summary: Get Financial Statements Earning Report view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: reportType in: query required: true schema: enum: - a - r - d - b - tb - p - ta - td - tr - tp type: string x-enumDescriptions: a: Value as originally reported in a formal document. p: Value reported in a preliminary announcement of results prior to a formal document. r: Restated value reported in a formal document. d: Restated value reported in a preliminary announcement of results prior to a formal document. b: 'Best known value chosen from the available report types: A, P, R, D.' ta: Calculated Trailing 12 months of as originally reported values in a formal document. tp: Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document. tr: Calculated Trailing 12 months of restated values reported in a formal document. td: Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document. tb: 'Calculated Trailing 12 months of ''best known'' value chosen from the available report types: A, P, R, D.' description: "\nFilters results by report type. Must be used together with `period`.\n\n - `a` = Value as originally reported in a formal document.\n\n - `p` = Value reported in a preliminary announcement of results prior to a formal document.\n\n - `r` = Restated value reported in a formal document.\n\n - `d` = Restated value reported in a preliminary announcement of results prior to a formal document.\n\n - `b` = Best known value chosen from the available report types: A, P, R, D.\n\n - `ta` = Calculated Trailing 12 months of as originally reported values in a formal document.\n\n - `tp` = Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document.\n\n - `tr` = Calculated Trailing 12 months of restated values reported in a formal document.\n\n - `td` = Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document.\n\n - `tb` = Calculated Trailing 12 months of ‘best known’ value chosen from the available report types: A, P, R, D." examples: reportTypeExample1: summary: As originally reported value: a reportTypeExample2: summary: Preliminary announcement value: p reportTypeExample3: summary: Restated (formal document) value: r reportTypeExample4: summary: Restated (preliminary announcement) value: d reportTypeExample5: summary: Best known value: b reportTypeExample6: summary: Trailing 12 months, as originally reported value: ta reportTypeExample7: summary: Trailing 12 months, preliminary value: tp reportTypeExample8: summary: Trailing 12 months, restated (formal) value: tr reportTypeExample9: summary: Trailing 12 months, restated (preliminary) value: td reportTypeExample10: summary: Trailing 12 months, best known value: tb - name: period in: query required: true schema: enum: - sa2 - q1 - sa1 - a - q2 - q3 - q4 - q6 - q9 - ir type: string x-enumDescriptions: a: 'Annual (full fiscal year). Example: 1 January to 31 December' sa1: 'First semi-annual. Example: 1 January to 30 June' sa2: 'Second semi-annual. Example: 1 July to 31 December' q1: 'First quarter. Example: 1 January to 31 March' q2: 'Second quarter. Example: 1 April to 30 June' q3: 'Third quarter. Example: 1 July to 30 September' q4: 'Fourth quarter. Example: 1 October to 31 December' q6: 'Cumulative six-month period to the end of Q2. Example: 1 January to 30 June' q9: 'Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September' ir: Irregular report. No standardized date range description: ' Filters results by the duration period of financial statements reported by the company. Must be used together with `reportType`. - `a` = Annual (full fiscal year). Example: 1 January to 31 December - `sa1` = First semi-annual. Example: 1 January to 30 June - `sa2` = Second semi-annual. Example: 1 July to 31 December - `q1` = First quarter. Example: 1 January to 31 March - `q2` = Second quarter. Example: 1 April to 30 June - `q3` = Third quarter. Example: 1 July to 30 September - `q4` = Fourth quarter. Example: 1 October to 31 December - `q6` = Cumulative six-month period to the end of Q2. Example: 1 January to 30 June - `q9` = Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September - `ir` = Irregular report. No standardized date range' examples: periodExample1: summary: Annual (full fiscal year) value: a periodExample2: summary: First semi-annual value: sa1 periodExample3: summary: Second semi-annual value: sa2 periodExample4: summary: First quarter value: q1 periodExample5: summary: Second quarter value: q2 periodExample6: summary: Third quarter value: q3 periodExample7: summary: Fourth quarter value: q4 periodExample8: summary: Cumulative six-month period (to end of Q2) value: q6 periodExample9: summary: Cumulative nine-month period (to end of Q3) value: q9 periodExample10: summary: Irregular report value: ir - name: numberOfMonths in: query schema: enum: - '1' - '2' - '3' - '4' - '5' - '6' - '7' - '8' - '9' - '10' - '11' - '12' - '13' - '14' - '15' - '16' - '17' - '18' - '19' - '20' - '21' - '22' - '23' type: string - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string description: Most recent and time series data supported. operationId: getEquityFinancialStatementsCashFlowStatementDataset tags: - Financials responses: '200': $ref: '#/components/responses/ResponseEquityFinancialStatementsCashFlowStatement' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 915 /direct-web-services/v1/investments/{id}/equity-financial-statements-earning-report: get: summary: Get Financial Statements Income Statement view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: reportType in: query required: true schema: enum: - a - r - d - b - tb - p - ta - td - tr - tp type: string x-enumDescriptions: a: Value as originally reported in a formal document. p: Value reported in a preliminary announcement of results prior to a formal document. r: Restated value reported in a formal document. d: Restated value reported in a preliminary announcement of results prior to a formal document. b: 'Best known value chosen from the available report types: A, P, R, D.' ta: Calculated Trailing 12 months of as originally reported values in a formal document. tp: Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document. tr: Calculated Trailing 12 months of restated values reported in a formal document. td: Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document. tb: 'Calculated Trailing 12 months of ''best known'' value chosen from the available report types: A, P, R, D.' description: "\nFilters results by report type. Must be used together with `period`.\n\n - `a` = Value as originally reported in a formal document.\n\n - `p` = Value reported in a preliminary announcement of results prior to a formal document.\n\n - `r` = Restated value reported in a formal document.\n\n - `d` = Restated value reported in a preliminary announcement of results prior to a formal document.\n\n - `b` = Best known value chosen from the available report types: A, P, R, D.\n\n - `ta` = Calculated Trailing 12 months of as originally reported values in a formal document.\n\n - `tp` = Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document.\n\n - `tr` = Calculated Trailing 12 months of restated values reported in a formal document.\n\n - `td` = Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document.\n\n - `tb` = Calculated Trailing 12 months of ‘best known’ value chosen from the available report types: A, P, R, D." examples: reportTypeExample1: summary: As originally reported value: a reportTypeExample2: summary: Preliminary announcement value: p reportTypeExample3: summary: Restated (formal document) value: r reportTypeExample4: summary: Restated (preliminary announcement) value: d reportTypeExample5: summary: Best known value: b reportTypeExample6: summary: Trailing 12 months, as originally reported value: ta reportTypeExample7: summary: Trailing 12 months, preliminary value: tp reportTypeExample8: summary: Trailing 12 months, restated (formal) value: tr reportTypeExample9: summary: Trailing 12 months, restated (preliminary) value: td reportTypeExample10: summary: Trailing 12 months, best known value: tb - name: period in: query required: true schema: enum: - sa2 - q1 - sa1 - a - q2 - q3 - q4 - q6 - q9 - ir type: string x-enumDescriptions: a: 'Annual (full fiscal year). Example: 1 January to 31 December' sa1: 'First semi-annual. Example: 1 January to 30 June' sa2: 'Second semi-annual. Example: 1 July to 31 December' q1: 'First quarter. Example: 1 January to 31 March' q2: 'Second quarter. Example: 1 April to 30 June' q3: 'Third quarter. Example: 1 July to 30 September' q4: 'Fourth quarter. Example: 1 October to 31 December' q6: 'Cumulative six-month period to the end of Q2. Example: 1 January to 30 June' q9: 'Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September' ir: Irregular report. No standardized date range description: ' Filters results by the duration period of financial statements reported by the company. Must be used together with `reportType`. - `a` = Annual (full fiscal year). Example: 1 January to 31 December - `sa1` = First semi-annual. Example: 1 January to 30 June - `sa2` = Second semi-annual. Example: 1 July to 31 December - `q1` = First quarter. Example: 1 January to 31 March - `q2` = Second quarter. Example: 1 April to 30 June - `q3` = Third quarter. Example: 1 July to 30 September - `q4` = Fourth quarter. Example: 1 October to 31 December - `q6` = Cumulative six-month period to the end of Q2. Example: 1 January to 30 June - `q9` = Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September - `ir` = Irregular report. No standardized date range' examples: periodExample1: summary: Annual (full fiscal year) value: a periodExample2: summary: First semi-annual value: sa1 periodExample3: summary: Second semi-annual value: sa2 periodExample4: summary: First quarter value: q1 periodExample5: summary: Second quarter value: q2 periodExample6: summary: Third quarter value: q3 periodExample7: summary: Fourth quarter value: q4 periodExample8: summary: Cumulative six-month period (to end of Q2) value: q6 periodExample9: summary: Cumulative nine-month period (to end of Q3) value: q9 periodExample10: summary: Irregular report value: ir - name: numberOfMonths in: query schema: enum: - '1' - '2' - '3' - '4' - '5' - '6' - '7' - '8' - '9' - '10' - '11' - '12' - '13' - '14' - '15' - '16' - '17' - '18' - '19' - '20' - '21' - '22' - '23' type: string - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string description: Most recent and time series data supported. operationId: getEquityFinancialStatementsEarningReportDataset tags: - Financials responses: '200': $ref: '#/components/responses/ResponseEquityFinancialStatementsEarningReport' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 915 /direct-web-services/v1/investments/{id}/equity-financial-statements-income-statement: get: summary: Get Financial Statements Per Share Averages view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: reportType in: query required: true schema: enum: - a - r - d - b - tb - p - ta - td - tr - tp type: string x-enumDescriptions: a: Value as originally reported in a formal document. p: Value reported in a preliminary announcement of results prior to a formal document. r: Restated value reported in a formal document. d: Restated value reported in a preliminary announcement of results prior to a formal document. b: 'Best known value chosen from the available report types: A, P, R, D.' ta: Calculated Trailing 12 months of as originally reported values in a formal document. tp: Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document. tr: Calculated Trailing 12 months of restated values reported in a formal document. td: Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document. tb: 'Calculated Trailing 12 months of ''best known'' value chosen from the available report types: A, P, R, D.' description: "\nFilters results by report type. Must be used together with `period`.\n\n - `a` = Value as originally reported in a formal document.\n\n - `p` = Value reported in a preliminary announcement of results prior to a formal document.\n\n - `r` = Restated value reported in a formal document.\n\n - `d` = Restated value reported in a preliminary announcement of results prior to a formal document.\n\n - `b` = Best known value chosen from the available report types: A, P, R, D.\n\n - `ta` = Calculated Trailing 12 months of as originally reported values in a formal document.\n\n - `tp` = Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document.\n\n - `tr` = Calculated Trailing 12 months of restated values reported in a formal document.\n\n - `td` = Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document.\n\n - `tb` = Calculated Trailing 12 months of ‘best known’ value chosen from the available report types: A, P, R, D." examples: reportTypeExample1: summary: As originally reported value: a reportTypeExample2: summary: Preliminary announcement value: p reportTypeExample3: summary: Restated (formal document) value: r reportTypeExample4: summary: Restated (preliminary announcement) value: d reportTypeExample5: summary: Best known value: b reportTypeExample6: summary: Trailing 12 months, as originally reported value: ta reportTypeExample7: summary: Trailing 12 months, preliminary value: tp reportTypeExample8: summary: Trailing 12 months, restated (formal) value: tr reportTypeExample9: summary: Trailing 12 months, restated (preliminary) value: td reportTypeExample10: summary: Trailing 12 months, best known value: tb - name: period in: query required: true schema: enum: - sa2 - q1 - sa1 - a - q2 - q3 - q4 - q6 - q9 - ir type: string x-enumDescriptions: a: 'Annual (full fiscal year). Example: 1 January to 31 December' sa1: 'First semi-annual. Example: 1 January to 30 June' sa2: 'Second semi-annual. Example: 1 July to 31 December' q1: 'First quarter. Example: 1 January to 31 March' q2: 'Second quarter. Example: 1 April to 30 June' q3: 'Third quarter. Example: 1 July to 30 September' q4: 'Fourth quarter. Example: 1 October to 31 December' q6: 'Cumulative six-month period to the end of Q2. Example: 1 January to 30 June' q9: 'Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September' ir: Irregular report. No standardized date range description: ' Filters results by the duration period of financial statements reported by the company. Must be used together with `reportType`. - `a` = Annual (full fiscal year). Example: 1 January to 31 December - `sa1` = First semi-annual. Example: 1 January to 30 June - `sa2` = Second semi-annual. Example: 1 July to 31 December - `q1` = First quarter. Example: 1 January to 31 March - `q2` = Second quarter. Example: 1 April to 30 June - `q3` = Third quarter. Example: 1 July to 30 September - `q4` = Fourth quarter. Example: 1 October to 31 December - `q6` = Cumulative six-month period to the end of Q2. Example: 1 January to 30 June - `q9` = Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September - `ir` = Irregular report. No standardized date range' examples: periodExample1: summary: Annual (full fiscal year) value: a periodExample2: summary: First semi-annual value: sa1 periodExample3: summary: Second semi-annual value: sa2 periodExample4: summary: First quarter value: q1 periodExample5: summary: Second quarter value: q2 periodExample6: summary: Third quarter value: q3 periodExample7: summary: Fourth quarter value: q4 periodExample8: summary: Cumulative six-month period (to end of Q2) value: q6 periodExample9: summary: Cumulative nine-month period (to end of Q3) value: q9 periodExample10: summary: Irregular report value: ir - name: numberOfMonths in: query schema: enum: - '1' - '2' - '3' - '4' - '5' - '6' - '7' - '8' - '9' - '10' - '11' - '12' - '13' - '14' - '15' - '16' - '17' - '18' - '19' - '20' - '21' - '22' - '23' type: string - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string description: Most recent and time series data supported. operationId: getEquityFinancialStatementsIncomeStatementDataset tags: - Financials responses: '200': $ref: '#/components/responses/ResponseEquityFinancialStatementsIncomeStatement' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 915 /direct-web-services/v1/investments/{id}/equity-financial-statements-per-share: get: summary: Get Financial Statements Per Share view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: reportType in: query required: true schema: enum: - a - r - d - b - tb - p - ta - td - tr - tp type: string x-enumDescriptions: a: Value as originally reported in a formal document. p: Value reported in a preliminary announcement of results prior to a formal document. r: Restated value reported in a formal document. d: Restated value reported in a preliminary announcement of results prior to a formal document. b: 'Best known value chosen from the available report types: A, P, R, D.' ta: Calculated Trailing 12 months of as originally reported values in a formal document. tp: Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document. tr: Calculated Trailing 12 months of restated values reported in a formal document. td: Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document. tb: 'Calculated Trailing 12 months of ''best known'' value chosen from the available report types: A, P, R, D.' description: "\nFilters results by report type. Must be used together with `period`.\n\n - `a` = Value as originally reported in a formal document.\n\n - `p` = Value reported in a preliminary announcement of results prior to a formal document.\n\n - `r` = Restated value reported in a formal document.\n\n - `d` = Restated value reported in a preliminary announcement of results prior to a formal document.\n\n - `b` = Best known value chosen from the available report types: A, P, R, D.\n\n - `ta` = Calculated Trailing 12 months of as originally reported values in a formal document.\n\n - `tp` = Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document.\n\n - `tr` = Calculated Trailing 12 months of restated values reported in a formal document.\n\n - `td` = Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document.\n\n - `tb` = Calculated Trailing 12 months of ‘best known’ value chosen from the available report types: A, P, R, D." examples: reportTypeExample1: summary: As originally reported value: a reportTypeExample2: summary: Preliminary announcement value: p reportTypeExample3: summary: Restated (formal document) value: r reportTypeExample4: summary: Restated (preliminary announcement) value: d reportTypeExample5: summary: Best known value: b reportTypeExample6: summary: Trailing 12 months, as originally reported value: ta reportTypeExample7: summary: Trailing 12 months, preliminary value: tp reportTypeExample8: summary: Trailing 12 months, restated (formal) value: tr reportTypeExample9: summary: Trailing 12 months, restated (preliminary) value: td reportTypeExample10: summary: Trailing 12 months, best known value: tb - name: period in: query required: true schema: enum: - sa2 - q1 - sa1 - a - q2 - q3 - q4 - q6 - q9 - ir type: string x-enumDescriptions: a: 'Annual (full fiscal year). Example: 1 January to 31 December' sa1: 'First semi-annual. Example: 1 January to 30 June' sa2: 'Second semi-annual. Example: 1 July to 31 December' q1: 'First quarter. Example: 1 January to 31 March' q2: 'Second quarter. Example: 1 April to 30 June' q3: 'Third quarter. Example: 1 July to 30 September' q4: 'Fourth quarter. Example: 1 October to 31 December' q6: 'Cumulative six-month period to the end of Q2. Example: 1 January to 30 June' q9: 'Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September' ir: Irregular report. No standardized date range description: ' Filters results by the duration period of financial statements reported by the company. Must be used together with `reportType`. - `a` = Annual (full fiscal year). Example: 1 January to 31 December - `sa1` = First semi-annual. Example: 1 January to 30 June - `sa2` = Second semi-annual. Example: 1 July to 31 December - `q1` = First quarter. Example: 1 January to 31 March - `q2` = Second quarter. Example: 1 April to 30 June - `q3` = Third quarter. Example: 1 July to 30 September - `q4` = Fourth quarter. Example: 1 October to 31 December - `q6` = Cumulative six-month period to the end of Q2. Example: 1 January to 30 June - `q9` = Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September - `ir` = Irregular report. No standardized date range' examples: periodExample1: summary: Annual (full fiscal year) value: a periodExample2: summary: First semi-annual value: sa1 periodExample3: summary: Second semi-annual value: sa2 periodExample4: summary: First quarter value: q1 periodExample5: summary: Second quarter value: q2 periodExample6: summary: Third quarter value: q3 periodExample7: summary: Fourth quarter value: q4 periodExample8: summary: Cumulative six-month period (to end of Q2) value: q6 periodExample9: summary: Cumulative nine-month period (to end of Q3) value: q9 periodExample10: summary: Irregular report value: ir - name: numberOfMonths in: query schema: enum: - '1' - '2' - '3' - '4' - '5' - '6' - '7' - '8' - '9' - '10' - '11' - '12' - '13' - '14' - '15' - '16' - '17' - '18' - '19' - '20' - '21' - '22' - '23' type: string - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string description: Most recent and time series data supported. operationId: getEquityFinancialStatementsPerShareDataset tags: - Financials responses: '200': $ref: '#/components/responses/ResponseEquityFinancialStatementsPerShare' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 915 /direct-web-services/v1/investments/{id}/equity-financial-statements-per-share-averages: get: summary: Get Financials view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: reportType in: query required: true schema: enum: - a - r - d - b - tb - p - ta - td - tr - tp type: string x-enumDescriptions: a: Value as originally reported in a formal document. p: Value reported in a preliminary announcement of results prior to a formal document. r: Restated value reported in a formal document. d: Restated value reported in a preliminary announcement of results prior to a formal document. b: 'Best known value chosen from the available report types: A, P, R, D.' ta: Calculated Trailing 12 months of as originally reported values in a formal document. tp: Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document. tr: Calculated Trailing 12 months of restated values reported in a formal document. td: Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document. tb: 'Calculated Trailing 12 months of ''best known'' value chosen from the available report types: A, P, R, D.' description: "\nFilters results by report type. Must be used together with `period`.\n\n - `a` = Value as originally reported in a formal document.\n\n - `p` = Value reported in a preliminary announcement of results prior to a formal document.\n\n - `r` = Restated value reported in a formal document.\n\n - `d` = Restated value reported in a preliminary announcement of results prior to a formal document.\n\n - `b` = Best known value chosen from the available report types: A, P, R, D.\n\n - `ta` = Calculated Trailing 12 months of as originally reported values in a formal document.\n\n - `tp` = Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document.\n\n - `tr` = Calculated Trailing 12 months of restated values reported in a formal document.\n\n - `td` = Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document.\n\n - `tb` = Calculated Trailing 12 months of ‘best known’ value chosen from the available report types: A, P, R, D." examples: reportTypeExample1: summary: As originally reported value: a reportTypeExample2: summary: Preliminary announcement value: p reportTypeExample3: summary: Restated (formal document) value: r reportTypeExample4: summary: Restated (preliminary announcement) value: d reportTypeExample5: summary: Best known value: b reportTypeExample6: summary: Trailing 12 months, as originally reported value: ta reportTypeExample7: summary: Trailing 12 months, preliminary value: tp reportTypeExample8: summary: Trailing 12 months, restated (formal) value: tr reportTypeExample9: summary: Trailing 12 months, restated (preliminary) value: td reportTypeExample10: summary: Trailing 12 months, best known value: tb - name: period in: query required: true schema: enum: - sa2 - q1 - sa1 - a - q2 - q3 - q4 - q6 - q9 - ir type: string x-enumDescriptions: a: 'Annual (full fiscal year). Example: 1 January to 31 December' sa1: 'First semi-annual. Example: 1 January to 30 June' sa2: 'Second semi-annual. Example: 1 July to 31 December' q1: 'First quarter. Example: 1 January to 31 March' q2: 'Second quarter. Example: 1 April to 30 June' q3: 'Third quarter. Example: 1 July to 30 September' q4: 'Fourth quarter. Example: 1 October to 31 December' q6: 'Cumulative six-month period to the end of Q2. Example: 1 January to 30 June' q9: 'Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September' ir: Irregular report. No standardized date range description: ' Filters results by the duration period of financial statements reported by the company. Must be used together with `reportType`. - `a` = Annual (full fiscal year). Example: 1 January to 31 December - `sa1` = First semi-annual. Example: 1 January to 30 June - `sa2` = Second semi-annual. Example: 1 July to 31 December - `q1` = First quarter. Example: 1 January to 31 March - `q2` = Second quarter. Example: 1 April to 30 June - `q3` = Third quarter. Example: 1 July to 30 September - `q4` = Fourth quarter. Example: 1 October to 31 December - `q6` = Cumulative six-month period to the end of Q2. Example: 1 January to 30 June - `q9` = Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September - `ir` = Irregular report. No standardized date range' examples: periodExample1: summary: Annual (full fiscal year) value: a periodExample2: summary: First semi-annual value: sa1 periodExample3: summary: Second semi-annual value: sa2 periodExample4: summary: First quarter value: q1 periodExample5: summary: Second quarter value: q2 periodExample6: summary: Third quarter value: q3 periodExample7: summary: Fourth quarter value: q4 periodExample8: summary: Cumulative six-month period (to end of Q2) value: q6 periodExample9: summary: Cumulative nine-month period (to end of Q3) value: q9 periodExample10: summary: Irregular report value: ir - name: numberOfMonths in: query schema: enum: - '1' - '2' - '3' - '4' - '5' - '6' - '7' - '8' - '9' - '10' - '11' - '12' - '13' - '14' - '15' - '16' - '17' - '18' - '19' - '20' - '21' - '22' - '23' type: string - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string description: Most recent and time series data supported. operationId: getEquityFinancialStatementsPerShareAveragesDataset tags: - Financials responses: '200': $ref: '#/components/responses/ResponseEquityFinancialStatementsPerShareAverages' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 915 /direct-web-services/v1/investments/{id}/equity-forward-financial-calculated-items: get: summary: Get Forward Financial Calculated Items view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: reportType in: query required: true schema: enum: - a - r - d - b - tb - p - ta - td - tr - tp type: string x-enumDescriptions: a: Value as originally reported in a formal document. p: Value reported in a preliminary announcement of results prior to a formal document. r: Restated value reported in a formal document. d: Restated value reported in a preliminary announcement of results prior to a formal document. b: 'Best known value chosen from the available report types: A, P, R, D.' ta: Calculated Trailing 12 months of as originally reported values in a formal document. tp: Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document. tr: Calculated Trailing 12 months of restated values reported in a formal document. td: Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document. tb: 'Calculated Trailing 12 months of ''best known'' value chosen from the available report types: A, P, R, D.' description: "\nFilters results by report type. Must be used together with `period`.\n\n - `a` = Value as originally reported in a formal document.\n\n - `p` = Value reported in a preliminary announcement of results prior to a formal document.\n\n - `r` = Restated value reported in a formal document.\n\n - `d` = Restated value reported in a preliminary announcement of results prior to a formal document.\n\n - `b` = Best known value chosen from the available report types: A, P, R, D.\n\n - `ta` = Calculated Trailing 12 months of as originally reported values in a formal document.\n\n - `tp` = Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document.\n\n - `tr` = Calculated Trailing 12 months of restated values reported in a formal document.\n\n - `td` = Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document.\n\n - `tb` = Calculated Trailing 12 months of ‘best known’ value chosen from the available report types: A, P, R, D." examples: reportTypeExample1: summary: As originally reported value: a reportTypeExample2: summary: Preliminary announcement value: p reportTypeExample3: summary: Restated (formal document) value: r reportTypeExample4: summary: Restated (preliminary announcement) value: d reportTypeExample5: summary: Best known value: b reportTypeExample6: summary: Trailing 12 months, as originally reported value: ta reportTypeExample7: summary: Trailing 12 months, preliminary value: tp reportTypeExample8: summary: Trailing 12 months, restated (formal) value: tr reportTypeExample9: summary: Trailing 12 months, restated (preliminary) value: td reportTypeExample10: summary: Trailing 12 months, best known value: tb - name: period in: query required: true schema: enum: - sa2 - q1 - sa1 - a - q2 - q3 - q4 - q6 - q9 - ir type: string x-enumDescriptions: a: 'Annual (full fiscal year). Example: 1 January to 31 December' sa1: 'First semi-annual. Example: 1 January to 30 June' sa2: 'Second semi-annual. Example: 1 July to 31 December' q1: 'First quarter. Example: 1 January to 31 March' q2: 'Second quarter. Example: 1 April to 30 June' q3: 'Third quarter. Example: 1 July to 30 September' q4: 'Fourth quarter. Example: 1 October to 31 December' q6: 'Cumulative six-month period to the end of Q2. Example: 1 January to 30 June' q9: 'Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September' ir: Irregular report. No standardized date range description: ' Filters results by the duration period of financial statements reported by the company. Must be used together with `reportType`. - `a` = Annual (full fiscal year). Example: 1 January to 31 December - `sa1` = First semi-annual. Example: 1 January to 30 June - `sa2` = Second semi-annual. Example: 1 July to 31 December - `q1` = First quarter. Example: 1 January to 31 March - `q2` = Second quarter. Example: 1 April to 30 June - `q3` = Third quarter. Example: 1 July to 30 September - `q4` = Fourth quarter. Example: 1 October to 31 December - `q6` = Cumulative six-month period to the end of Q2. Example: 1 January to 30 June - `q9` = Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September - `ir` = Irregular report. No standardized date range' examples: periodExample1: summary: Annual (full fiscal year) value: a periodExample2: summary: First semi-annual value: sa1 periodExample3: summary: Second semi-annual value: sa2 periodExample4: summary: First quarter value: q1 periodExample5: summary: Second quarter value: q2 periodExample6: summary: Third quarter value: q3 periodExample7: summary: Fourth quarter value: q4 periodExample8: summary: Cumulative six-month period (to end of Q2) value: q6 periodExample9: summary: Cumulative nine-month period (to end of Q3) value: q9 periodExample10: summary: Irregular report value: ir - name: numberOfMonths in: query schema: enum: - '1' - '2' - '3' - '4' - '5' - '6' - '7' - '8' - '9' - '10' - '11' - '12' - '13' - '14' - '15' - '16' - '17' - '18' - '19' - '20' - '21' - '22' - '23' type: string - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string description: Most recent and time series data supported. operationId: getEquityForwardFinancialCalculatedItemsDataset tags: - Financials responses: '200': $ref: '#/components/responses/ResponseEquityForwardFinancialCalculatedItems' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 915 /direct-web-services/v1/investments/{id}/equity-forward-metrics: get: summary: Get Forward Metrics view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: reportType in: query required: true schema: enum: - a - r - d - b - tb - p - ta - td - tr - tp type: string x-enumDescriptions: a: Value as originally reported in a formal document. p: Value reported in a preliminary announcement of results prior to a formal document. r: Restated value reported in a formal document. d: Restated value reported in a preliminary announcement of results prior to a formal document. b: 'Best known value chosen from the available report types: A, P, R, D.' ta: Calculated Trailing 12 months of as originally reported values in a formal document. tp: Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document. tr: Calculated Trailing 12 months of restated values reported in a formal document. td: Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document. tb: 'Calculated Trailing 12 months of ''best known'' value chosen from the available report types: A, P, R, D.' description: "\nFilters results by report type. Must be used together with `period`.\n\n - `a` = Value as originally reported in a formal document.\n\n - `p` = Value reported in a preliminary announcement of results prior to a formal document.\n\n - `r` = Restated value reported in a formal document.\n\n - `d` = Restated value reported in a preliminary announcement of results prior to a formal document.\n\n - `b` = Best known value chosen from the available report types: A, P, R, D.\n\n - `ta` = Calculated Trailing 12 months of as originally reported values in a formal document.\n\n - `tp` = Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document.\n\n - `tr` = Calculated Trailing 12 months of restated values reported in a formal document.\n\n - `td` = Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document.\n\n - `tb` = Calculated Trailing 12 months of ‘best known’ value chosen from the available report types: A, P, R, D." examples: reportTypeExample1: summary: As originally reported value: a reportTypeExample2: summary: Preliminary announcement value: p reportTypeExample3: summary: Restated (formal document) value: r reportTypeExample4: summary: Restated (preliminary announcement) value: d reportTypeExample5: summary: Best known value: b reportTypeExample6: summary: Trailing 12 months, as originally reported value: ta reportTypeExample7: summary: Trailing 12 months, preliminary value: tp reportTypeExample8: summary: Trailing 12 months, restated (formal) value: tr reportTypeExample9: summary: Trailing 12 months, restated (preliminary) value: td reportTypeExample10: summary: Trailing 12 months, best known value: tb - name: period in: query required: true schema: enum: - sa2 - q1 - sa1 - a - q2 - q3 - q4 - q6 - q9 - ir type: string x-enumDescriptions: a: 'Annual (full fiscal year). Example: 1 January to 31 December' sa1: 'First semi-annual. Example: 1 January to 30 June' sa2: 'Second semi-annual. Example: 1 July to 31 December' q1: 'First quarter. Example: 1 January to 31 March' q2: 'Second quarter. Example: 1 April to 30 June' q3: 'Third quarter. Example: 1 July to 30 September' q4: 'Fourth quarter. Example: 1 October to 31 December' q6: 'Cumulative six-month period to the end of Q2. Example: 1 January to 30 June' q9: 'Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September' ir: Irregular report. No standardized date range description: ' Filters results by the duration period of financial statements reported by the company. Must be used together with `reportType`. - `a` = Annual (full fiscal year). Example: 1 January to 31 December - `sa1` = First semi-annual. Example: 1 January to 30 June - `sa2` = Second semi-annual. Example: 1 July to 31 December - `q1` = First quarter. Example: 1 January to 31 March - `q2` = Second quarter. Example: 1 April to 30 June - `q3` = Third quarter. Example: 1 July to 30 September - `q4` = Fourth quarter. Example: 1 October to 31 December - `q6` = Cumulative six-month period to the end of Q2. Example: 1 January to 30 June - `q9` = Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September - `ir` = Irregular report. No standardized date range' examples: periodExample1: summary: Annual (full fiscal year) value: a periodExample2: summary: First semi-annual value: sa1 periodExample3: summary: Second semi-annual value: sa2 periodExample4: summary: First quarter value: q1 periodExample5: summary: Second quarter value: q2 periodExample6: summary: Third quarter value: q3 periodExample7: summary: Fourth quarter value: q4 periodExample8: summary: Cumulative six-month period (to end of Q2) value: q6 periodExample9: summary: Cumulative nine-month period (to end of Q3) value: q9 periodExample10: summary: Irregular report value: ir - name: numberOfMonths in: query schema: enum: - '1' - '2' - '3' - '4' - '5' - '6' - '7' - '8' - '9' - '10' - '11' - '12' - '13' - '14' - '15' - '16' - '17' - '18' - '19' - '20' - '21' - '22' - '23' type: string - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string description: Most recent and time series data supported. operationId: getEquityForwardMetricsDataset tags: - Financials responses: '200': $ref: '#/components/responses/ResponseEquityForwardMetrics' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 915 /direct-web-services/v1/investments/{id}/equity-growth-ratios: get: summary: Get Growth Ratios view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: reportType in: query required: true schema: enum: - a - r - d - b - tb - p - ta - td - tr - tp type: string x-enumDescriptions: a: Value as originally reported in a formal document. p: Value reported in a preliminary announcement of results prior to a formal document. r: Restated value reported in a formal document. d: Restated value reported in a preliminary announcement of results prior to a formal document. b: 'Best known value chosen from the available report types: A, P, R, D.' ta: Calculated Trailing 12 months of as originally reported values in a formal document. tp: Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document. tr: Calculated Trailing 12 months of restated values reported in a formal document. td: Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document. tb: 'Calculated Trailing 12 months of ''best known'' value chosen from the available report types: A, P, R, D.' description: "\nFilters results by report type. Must be used together with `period`.\n\n - `a` = Value as originally reported in a formal document.\n\n - `p` = Value reported in a preliminary announcement of results prior to a formal document.\n\n - `r` = Restated value reported in a formal document.\n\n - `d` = Restated value reported in a preliminary announcement of results prior to a formal document.\n\n - `b` = Best known value chosen from the available report types: A, P, R, D.\n\n - `ta` = Calculated Trailing 12 months of as originally reported values in a formal document.\n\n - `tp` = Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document.\n\n - `tr` = Calculated Trailing 12 months of restated values reported in a formal document.\n\n - `td` = Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document.\n\n - `tb` = Calculated Trailing 12 months of ‘best known’ value chosen from the available report types: A, P, R, D." examples: reportTypeExample1: summary: As originally reported value: a reportTypeExample2: summary: Preliminary announcement value: p reportTypeExample3: summary: Restated (formal document) value: r reportTypeExample4: summary: Restated (preliminary announcement) value: d reportTypeExample5: summary: Best known value: b reportTypeExample6: summary: Trailing 12 months, as originally reported value: ta reportTypeExample7: summary: Trailing 12 months, preliminary value: tp reportTypeExample8: summary: Trailing 12 months, restated (formal) value: tr reportTypeExample9: summary: Trailing 12 months, restated (preliminary) value: td reportTypeExample10: summary: Trailing 12 months, best known value: tb - name: period in: query required: true schema: enum: - sa2 - q1 - sa1 - a - q2 - q3 - q4 - q6 - q9 - ir type: string x-enumDescriptions: a: 'Annual (full fiscal year). Example: 1 January to 31 December' sa1: 'First semi-annual. Example: 1 January to 30 June' sa2: 'Second semi-annual. Example: 1 July to 31 December' q1: 'First quarter. Example: 1 January to 31 March' q2: 'Second quarter. Example: 1 April to 30 June' q3: 'Third quarter. Example: 1 July to 30 September' q4: 'Fourth quarter. Example: 1 October to 31 December' q6: 'Cumulative six-month period to the end of Q2. Example: 1 January to 30 June' q9: 'Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September' ir: Irregular report. No standardized date range description: ' Filters results by the duration period of financial statements reported by the company. Must be used together with `reportType`. - `a` = Annual (full fiscal year). Example: 1 January to 31 December - `sa1` = First semi-annual. Example: 1 January to 30 June - `sa2` = Second semi-annual. Example: 1 July to 31 December - `q1` = First quarter. Example: 1 January to 31 March - `q2` = Second quarter. Example: 1 April to 30 June - `q3` = Third quarter. Example: 1 July to 30 September - `q4` = Fourth quarter. Example: 1 October to 31 December - `q6` = Cumulative six-month period to the end of Q2. Example: 1 January to 30 June - `q9` = Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September - `ir` = Irregular report. No standardized date range' examples: periodExample1: summary: Annual (full fiscal year) value: a periodExample2: summary: First semi-annual value: sa1 periodExample3: summary: Second semi-annual value: sa2 periodExample4: summary: First quarter value: q1 periodExample5: summary: Second quarter value: q2 periodExample6: summary: Third quarter value: q3 periodExample7: summary: Fourth quarter value: q4 periodExample8: summary: Cumulative six-month period (to end of Q2) value: q6 periodExample9: summary: Cumulative nine-month period (to end of Q3) value: q9 periodExample10: summary: Irregular report value: ir - name: numberOfMonths in: query schema: enum: - '1' - '2' - '3' - '4' - '5' - '6' - '7' - '8' - '9' - '10' - '11' - '12' - '13' - '14' - '15' - '16' - '17' - '18' - '19' - '20' - '21' - '22' - '23' type: string - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string description: Most recent and time series data supported. operationId: getEquityGrowthRatiosDataset tags: - Financials responses: '200': $ref: '#/components/responses/ResponseEquityGrowthRatios' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 915 /direct-web-services/v1/investments/{id}/equity-growth-ratios-enterprise-value-ratios: get: summary: Get Growth Ratios Enterprise Value Ratios view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string description: Most recent and time series data supported. operationId: getEquityGrowthRatiosEnterpriseValueRatiosDataset tags: - Financials responses: '200': $ref: '#/components/responses/ResponseEquityGrowthRatiosEnterpriseValueRatios' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 915 /direct-web-services/v1/investments/{id}/equity-growth-ratios-per-share: get: summary: Get Growth Ratios Per Share view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: reportType in: query required: true schema: enum: - a - r - d - b - tb - p - ta - td - tr - tp type: string x-enumDescriptions: a: Value as originally reported in a formal document. p: Value reported in a preliminary announcement of results prior to a formal document. r: Restated value reported in a formal document. d: Restated value reported in a preliminary announcement of results prior to a formal document. b: 'Best known value chosen from the available report types: A, P, R, D.' ta: Calculated Trailing 12 months of as originally reported values in a formal document. tp: Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document. tr: Calculated Trailing 12 months of restated values reported in a formal document. td: Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document. tb: 'Calculated Trailing 12 months of ''best known'' value chosen from the available report types: A, P, R, D.' description: "\nFilters results by report type. Must be used together with `period`.\n\n - `a` = Value as originally reported in a formal document.\n\n - `p` = Value reported in a preliminary announcement of results prior to a formal document.\n\n - `r` = Restated value reported in a formal document.\n\n - `d` = Restated value reported in a preliminary announcement of results prior to a formal document.\n\n - `b` = Best known value chosen from the available report types: A, P, R, D.\n\n - `ta` = Calculated Trailing 12 months of as originally reported values in a formal document.\n\n - `tp` = Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document.\n\n - `tr` = Calculated Trailing 12 months of restated values reported in a formal document.\n\n - `td` = Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document.\n\n - `tb` = Calculated Trailing 12 months of ‘best known’ value chosen from the available report types: A, P, R, D." examples: reportTypeExample1: summary: As originally reported value: a reportTypeExample2: summary: Preliminary announcement value: p reportTypeExample3: summary: Restated (formal document) value: r reportTypeExample4: summary: Restated (preliminary announcement) value: d reportTypeExample5: summary: Best known value: b reportTypeExample6: summary: Trailing 12 months, as originally reported value: ta reportTypeExample7: summary: Trailing 12 months, preliminary value: tp reportTypeExample8: summary: Trailing 12 months, restated (formal) value: tr reportTypeExample9: summary: Trailing 12 months, restated (preliminary) value: td reportTypeExample10: summary: Trailing 12 months, best known value: tb - name: period in: query required: true schema: enum: - sa2 - q1 - sa1 - a - q2 - q3 - q4 - q6 - q9 - ir type: string x-enumDescriptions: a: 'Annual (full fiscal year). Example: 1 January to 31 December' sa1: 'First semi-annual. Example: 1 January to 30 June' sa2: 'Second semi-annual. Example: 1 July to 31 December' q1: 'First quarter. Example: 1 January to 31 March' q2: 'Second quarter. Example: 1 April to 30 June' q3: 'Third quarter. Example: 1 July to 30 September' q4: 'Fourth quarter. Example: 1 October to 31 December' q6: 'Cumulative six-month period to the end of Q2. Example: 1 January to 30 June' q9: 'Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September' ir: Irregular report. No standardized date range description: ' Filters results by the duration period of financial statements reported by the company. Must be used together with `reportType`. - `a` = Annual (full fiscal year). Example: 1 January to 31 December - `sa1` = First semi-annual. Example: 1 January to 30 June - `sa2` = Second semi-annual. Example: 1 July to 31 December - `q1` = First quarter. Example: 1 January to 31 March - `q2` = Second quarter. Example: 1 April to 30 June - `q3` = Third quarter. Example: 1 July to 30 September - `q4` = Fourth quarter. Example: 1 October to 31 December - `q6` = Cumulative six-month period to the end of Q2. Example: 1 January to 30 June - `q9` = Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September - `ir` = Irregular report. No standardized date range' examples: periodExample1: summary: Annual (full fiscal year) value: a periodExample2: summary: First semi-annual value: sa1 periodExample3: summary: Second semi-annual value: sa2 periodExample4: summary: First quarter value: q1 periodExample5: summary: Second quarter value: q2 periodExample6: summary: Third quarter value: q3 periodExample7: summary: Fourth quarter value: q4 periodExample8: summary: Cumulative six-month period (to end of Q2) value: q6 periodExample9: summary: Cumulative nine-month period (to end of Q3) value: q9 periodExample10: summary: Irregular report value: ir - name: numberOfMonths in: query schema: enum: - '1' - '2' - '3' - '4' - '5' - '6' - '7' - '8' - '9' - '10' - '11' - '12' - '13' - '14' - '15' - '16' - '17' - '18' - '19' - '20' - '21' - '22' - '23' type: string - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string description: Most recent and time series data supported. operationId: getEquityGrowthRatiosPerShareDataset tags: - Financials responses: '200': $ref: '#/components/responses/ResponseEquityGrowthRatiosPerShare' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 915 /direct-web-services/v1/investments/{id}/equity-growth-ratios-price-multiples: get: summary: Get Growth Ratios Price Multiples view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: reportType in: query required: true schema: enum: - a - r - d - b - tb - p - ta - td - tr - tp type: string x-enumDescriptions: a: Value as originally reported in a formal document. p: Value reported in a preliminary announcement of results prior to a formal document. r: Restated value reported in a formal document. d: Restated value reported in a preliminary announcement of results prior to a formal document. b: 'Best known value chosen from the available report types: A, P, R, D.' ta: Calculated Trailing 12 months of as originally reported values in a formal document. tp: Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document. tr: Calculated Trailing 12 months of restated values reported in a formal document. td: Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document. tb: 'Calculated Trailing 12 months of ''best known'' value chosen from the available report types: A, P, R, D.' description: "\nFilters results by report type. Must be used together with `period`.\n\n - `a` = Value as originally reported in a formal document.\n\n - `p` = Value reported in a preliminary announcement of results prior to a formal document.\n\n - `r` = Restated value reported in a formal document.\n\n - `d` = Restated value reported in a preliminary announcement of results prior to a formal document.\n\n - `b` = Best known value chosen from the available report types: A, P, R, D.\n\n - `ta` = Calculated Trailing 12 months of as originally reported values in a formal document.\n\n - `tp` = Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document.\n\n - `tr` = Calculated Trailing 12 months of restated values reported in a formal document.\n\n - `td` = Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document.\n\n - `tb` = Calculated Trailing 12 months of ‘best known’ value chosen from the available report types: A, P, R, D." examples: reportTypeExample1: summary: As originally reported value: a reportTypeExample2: summary: Preliminary announcement value: p reportTypeExample3: summary: Restated (formal document) value: r reportTypeExample4: summary: Restated (preliminary announcement) value: d reportTypeExample5: summary: Best known value: b reportTypeExample6: summary: Trailing 12 months, as originally reported value: ta reportTypeExample7: summary: Trailing 12 months, preliminary value: tp reportTypeExample8: summary: Trailing 12 months, restated (formal) value: tr reportTypeExample9: summary: Trailing 12 months, restated (preliminary) value: td reportTypeExample10: summary: Trailing 12 months, best known value: tb - name: period in: query required: true schema: enum: - sa2 - q1 - sa1 - a - q2 - q3 - q4 - q6 - q9 - ir type: string x-enumDescriptions: a: 'Annual (full fiscal year). Example: 1 January to 31 December' sa1: 'First semi-annual. Example: 1 January to 30 June' sa2: 'Second semi-annual. Example: 1 July to 31 December' q1: 'First quarter. Example: 1 January to 31 March' q2: 'Second quarter. Example: 1 April to 30 June' q3: 'Third quarter. Example: 1 July to 30 September' q4: 'Fourth quarter. Example: 1 October to 31 December' q6: 'Cumulative six-month period to the end of Q2. Example: 1 January to 30 June' q9: 'Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September' ir: Irregular report. No standardized date range description: ' Filters results by the duration period of financial statements reported by the company. Must be used together with `reportType`. - `a` = Annual (full fiscal year). Example: 1 January to 31 December - `sa1` = First semi-annual. Example: 1 January to 30 June - `sa2` = Second semi-annual. Example: 1 July to 31 December - `q1` = First quarter. Example: 1 January to 31 March - `q2` = Second quarter. Example: 1 April to 30 June - `q3` = Third quarter. Example: 1 July to 30 September - `q4` = Fourth quarter. Example: 1 October to 31 December - `q6` = Cumulative six-month period to the end of Q2. Example: 1 January to 30 June - `q9` = Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September - `ir` = Irregular report. No standardized date range' examples: periodExample1: summary: Annual (full fiscal year) value: a periodExample2: summary: First semi-annual value: sa1 periodExample3: summary: Second semi-annual value: sa2 periodExample4: summary: First quarter value: q1 periodExample5: summary: Second quarter value: q2 periodExample6: summary: Third quarter value: q3 periodExample7: summary: Fourth quarter value: q4 periodExample8: summary: Cumulative six-month period (to end of Q2) value: q6 periodExample9: summary: Cumulative nine-month period (to end of Q3) value: q9 periodExample10: summary: Irregular report value: ir - name: numberOfMonths in: query schema: enum: - '1' - '2' - '3' - '4' - '5' - '6' - '7' - '8' - '9' - '10' - '11' - '12' - '13' - '14' - '15' - '16' - '17' - '18' - '19' - '20' - '21' - '22' - '23' type: string - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string description: Most recent and time series data supported. operationId: getEquityGrowthRatiosPriceMultiplesDataset tags: - Financials responses: '200': $ref: '#/components/responses/ResponseEquityGrowthRatiosPriceMultiples' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 915 /direct-web-services/v1/investments/{id}/equity-operation-ratios: get: summary: Get Operation Ratios view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: reportType in: query required: true schema: enum: - a - r - d - b - tb - p - ta - td - tr - tp type: string x-enumDescriptions: a: Value as originally reported in a formal document. p: Value reported in a preliminary announcement of results prior to a formal document. r: Restated value reported in a formal document. d: Restated value reported in a preliminary announcement of results prior to a formal document. b: 'Best known value chosen from the available report types: A, P, R, D.' ta: Calculated Trailing 12 months of as originally reported values in a formal document. tp: Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document. tr: Calculated Trailing 12 months of restated values reported in a formal document. td: Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document. tb: 'Calculated Trailing 12 months of ''best known'' value chosen from the available report types: A, P, R, D.' description: "\nFilters results by report type. Must be used together with `period`.\n\n - `a` = Value as originally reported in a formal document.\n\n - `p` = Value reported in a preliminary announcement of results prior to a formal document.\n\n - `r` = Restated value reported in a formal document.\n\n - `d` = Restated value reported in a preliminary announcement of results prior to a formal document.\n\n - `b` = Best known value chosen from the available report types: A, P, R, D.\n\n - `ta` = Calculated Trailing 12 months of as originally reported values in a formal document.\n\n - `tp` = Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document.\n\n - `tr` = Calculated Trailing 12 months of restated values reported in a formal document.\n\n - `td` = Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document.\n\n - `tb` = Calculated Trailing 12 months of ‘best known’ value chosen from the available report types: A, P, R, D." examples: reportTypeExample1: summary: As originally reported value: a reportTypeExample2: summary: Preliminary announcement value: p reportTypeExample3: summary: Restated (formal document) value: r reportTypeExample4: summary: Restated (preliminary announcement) value: d reportTypeExample5: summary: Best known value: b reportTypeExample6: summary: Trailing 12 months, as originally reported value: ta reportTypeExample7: summary: Trailing 12 months, preliminary value: tp reportTypeExample8: summary: Trailing 12 months, restated (formal) value: tr reportTypeExample9: summary: Trailing 12 months, restated (preliminary) value: td reportTypeExample10: summary: Trailing 12 months, best known value: tb - name: period in: query required: true schema: enum: - sa2 - q1 - sa1 - a - q2 - q3 - q4 - q6 - q9 - ir type: string x-enumDescriptions: a: 'Annual (full fiscal year). Example: 1 January to 31 December' sa1: 'First semi-annual. Example: 1 January to 30 June' sa2: 'Second semi-annual. Example: 1 July to 31 December' q1: 'First quarter. Example: 1 January to 31 March' q2: 'Second quarter. Example: 1 April to 30 June' q3: 'Third quarter. Example: 1 July to 30 September' q4: 'Fourth quarter. Example: 1 October to 31 December' q6: 'Cumulative six-month period to the end of Q2. Example: 1 January to 30 June' q9: 'Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September' ir: Irregular report. No standardized date range description: ' Filters results by the duration period of financial statements reported by the company. Must be used together with `reportType`. - `a` = Annual (full fiscal year). Example: 1 January to 31 December - `sa1` = First semi-annual. Example: 1 January to 30 June - `sa2` = Second semi-annual. Example: 1 July to 31 December - `q1` = First quarter. Example: 1 January to 31 March - `q2` = Second quarter. Example: 1 April to 30 June - `q3` = Third quarter. Example: 1 July to 30 September - `q4` = Fourth quarter. Example: 1 October to 31 December - `q6` = Cumulative six-month period to the end of Q2. Example: 1 January to 30 June - `q9` = Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September - `ir` = Irregular report. No standardized date range' examples: periodExample1: summary: Annual (full fiscal year) value: a periodExample2: summary: First semi-annual value: sa1 periodExample3: summary: Second semi-annual value: sa2 periodExample4: summary: First quarter value: q1 periodExample5: summary: Second quarter value: q2 periodExample6: summary: Third quarter value: q3 periodExample7: summary: Fourth quarter value: q4 periodExample8: summary: Cumulative six-month period (to end of Q2) value: q6 periodExample9: summary: Cumulative nine-month period (to end of Q3) value: q9 periodExample10: summary: Irregular report value: ir - name: numberOfMonths in: query schema: enum: - '1' - '2' - '3' - '4' - '5' - '6' - '7' - '8' - '9' - '10' - '11' - '12' - '13' - '14' - '15' - '16' - '17' - '18' - '19' - '20' - '21' - '22' - '23' type: string - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string description: Most recent and time series data supported. operationId: getEquityOperationRatiosDataset tags: - Financials responses: '200': $ref: '#/components/responses/ResponseEquityOperationRatios' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 915 /direct-web-services/v1/investments/{id}/equity-operation-ratios-per-share: get: summary: Get Operation Ratios Per Share view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: reportType in: query required: true schema: enum: - a - r - d - b - tb - p - ta - td - tr - tp type: string x-enumDescriptions: a: Value as originally reported in a formal document. p: Value reported in a preliminary announcement of results prior to a formal document. r: Restated value reported in a formal document. d: Restated value reported in a preliminary announcement of results prior to a formal document. b: 'Best known value chosen from the available report types: A, P, R, D.' ta: Calculated Trailing 12 months of as originally reported values in a formal document. tp: Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document. tr: Calculated Trailing 12 months of restated values reported in a formal document. td: Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document. tb: 'Calculated Trailing 12 months of ''best known'' value chosen from the available report types: A, P, R, D.' description: "\nFilters results by report type. Must be used together with `period`.\n\n - `a` = Value as originally reported in a formal document.\n\n - `p` = Value reported in a preliminary announcement of results prior to a formal document.\n\n - `r` = Restated value reported in a formal document.\n\n - `d` = Restated value reported in a preliminary announcement of results prior to a formal document.\n\n - `b` = Best known value chosen from the available report types: A, P, R, D.\n\n - `ta` = Calculated Trailing 12 months of as originally reported values in a formal document.\n\n - `tp` = Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document.\n\n - `tr` = Calculated Trailing 12 months of restated values reported in a formal document.\n\n - `td` = Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document.\n\n - `tb` = Calculated Trailing 12 months of ‘best known’ value chosen from the available report types: A, P, R, D." examples: reportTypeExample1: summary: As originally reported value: a reportTypeExample2: summary: Preliminary announcement value: p reportTypeExample3: summary: Restated (formal document) value: r reportTypeExample4: summary: Restated (preliminary announcement) value: d reportTypeExample5: summary: Best known value: b reportTypeExample6: summary: Trailing 12 months, as originally reported value: ta reportTypeExample7: summary: Trailing 12 months, preliminary value: tp reportTypeExample8: summary: Trailing 12 months, restated (formal) value: tr reportTypeExample9: summary: Trailing 12 months, restated (preliminary) value: td reportTypeExample10: summary: Trailing 12 months, best known value: tb - name: period in: query required: true schema: enum: - sa2 - q1 - sa1 - a - q2 - q3 - q4 - q6 - q9 - ir type: string x-enumDescriptions: a: 'Annual (full fiscal year). Example: 1 January to 31 December' sa1: 'First semi-annual. Example: 1 January to 30 June' sa2: 'Second semi-annual. Example: 1 July to 31 December' q1: 'First quarter. Example: 1 January to 31 March' q2: 'Second quarter. Example: 1 April to 30 June' q3: 'Third quarter. Example: 1 July to 30 September' q4: 'Fourth quarter. Example: 1 October to 31 December' q6: 'Cumulative six-month period to the end of Q2. Example: 1 January to 30 June' q9: 'Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September' ir: Irregular report. No standardized date range description: ' Filters results by the duration period of financial statements reported by the company. Must be used together with `reportType`. - `a` = Annual (full fiscal year). Example: 1 January to 31 December - `sa1` = First semi-annual. Example: 1 January to 30 June - `sa2` = Second semi-annual. Example: 1 July to 31 December - `q1` = First quarter. Example: 1 January to 31 March - `q2` = Second quarter. Example: 1 April to 30 June - `q3` = Third quarter. Example: 1 July to 30 September - `q4` = Fourth quarter. Example: 1 October to 31 December - `q6` = Cumulative six-month period to the end of Q2. Example: 1 January to 30 June - `q9` = Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September - `ir` = Irregular report. No standardized date range' examples: periodExample1: summary: Annual (full fiscal year) value: a periodExample2: summary: First semi-annual value: sa1 periodExample3: summary: Second semi-annual value: sa2 periodExample4: summary: First quarter value: q1 periodExample5: summary: Second quarter value: q2 periodExample6: summary: Third quarter value: q3 periodExample7: summary: Fourth quarter value: q4 periodExample8: summary: Cumulative six-month period (to end of Q2) value: q6 periodExample9: summary: Cumulative nine-month period (to end of Q3) value: q9 periodExample10: summary: Irregular report value: ir - name: numberOfMonths in: query schema: enum: - '1' - '2' - '3' - '4' - '5' - '6' - '7' - '8' - '9' - '10' - '11' - '12' - '13' - '14' - '15' - '16' - '17' - '18' - '19' - '20' - '21' - '22' - '23' type: string - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string description: Most recent and time series data supported. operationId: getEquityOperationRatiosPerShareDataset tags: - Financials responses: '200': $ref: '#/components/responses/ResponseEquityOperationRatiosPerShare' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 915 /direct-web-services/v1/investments/{id}/equity-price-multiples: get: summary: Get Price Multiples and Yields Averages view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string description: Most recent and time series data supported. operationId: getEquityPriceMultiplesDataset tags: - Financials responses: '200': $ref: '#/components/responses/ResponseEquityPriceMultiples' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 915 /direct-web-services/v1/investments/{id}/equity-price-multiples-and-yields-averages: get: summary: Get Price Multiples view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: reportType in: query required: true schema: enum: - a - r - d - b - tb - p - ta - td - tr - tp type: string x-enumDescriptions: a: Value as originally reported in a formal document. p: Value reported in a preliminary announcement of results prior to a formal document. r: Restated value reported in a formal document. d: Restated value reported in a preliminary announcement of results prior to a formal document. b: 'Best known value chosen from the available report types: A, P, R, D.' ta: Calculated Trailing 12 months of as originally reported values in a formal document. tp: Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document. tr: Calculated Trailing 12 months of restated values reported in a formal document. td: Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document. tb: 'Calculated Trailing 12 months of ''best known'' value chosen from the available report types: A, P, R, D.' description: "\nFilters results by report type. Must be used together with `period`.\n\n - `a` = Value as originally reported in a formal document.\n\n - `p` = Value reported in a preliminary announcement of results prior to a formal document.\n\n - `r` = Restated value reported in a formal document.\n\n - `d` = Restated value reported in a preliminary announcement of results prior to a formal document.\n\n - `b` = Best known value chosen from the available report types: A, P, R, D.\n\n - `ta` = Calculated Trailing 12 months of as originally reported values in a formal document.\n\n - `tp` = Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document.\n\n - `tr` = Calculated Trailing 12 months of restated values reported in a formal document.\n\n - `td` = Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document.\n\n - `tb` = Calculated Trailing 12 months of ‘best known’ value chosen from the available report types: A, P, R, D." examples: reportTypeExample1: summary: As originally reported value: a reportTypeExample2: summary: Preliminary announcement value: p reportTypeExample3: summary: Restated (formal document) value: r reportTypeExample4: summary: Restated (preliminary announcement) value: d reportTypeExample5: summary: Best known value: b reportTypeExample6: summary: Trailing 12 months, as originally reported value: ta reportTypeExample7: summary: Trailing 12 months, preliminary value: tp reportTypeExample8: summary: Trailing 12 months, restated (formal) value: tr reportTypeExample9: summary: Trailing 12 months, restated (preliminary) value: td reportTypeExample10: summary: Trailing 12 months, best known value: tb - name: period in: query required: true schema: enum: - sa2 - q1 - sa1 - a - q2 - q3 - q4 - q6 - q9 - ir type: string x-enumDescriptions: a: 'Annual (full fiscal year). Example: 1 January to 31 December' sa1: 'First semi-annual. Example: 1 January to 30 June' sa2: 'Second semi-annual. Example: 1 July to 31 December' q1: 'First quarter. Example: 1 January to 31 March' q2: 'Second quarter. Example: 1 April to 30 June' q3: 'Third quarter. Example: 1 July to 30 September' q4: 'Fourth quarter. Example: 1 October to 31 December' q6: 'Cumulative six-month period to the end of Q2. Example: 1 January to 30 June' q9: 'Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September' ir: Irregular report. No standardized date range description: ' Filters results by the duration period of financial statements reported by the company. Must be used together with `reportType`. - `a` = Annual (full fiscal year). Example: 1 January to 31 December - `sa1` = First semi-annual. Example: 1 January to 30 June - `sa2` = Second semi-annual. Example: 1 July to 31 December - `q1` = First quarter. Example: 1 January to 31 March - `q2` = Second quarter. Example: 1 April to 30 June - `q3` = Third quarter. Example: 1 July to 30 September - `q4` = Fourth quarter. Example: 1 October to 31 December - `q6` = Cumulative six-month period to the end of Q2. Example: 1 January to 30 June - `q9` = Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September - `ir` = Irregular report. No standardized date range' examples: periodExample1: summary: Annual (full fiscal year) value: a periodExample2: summary: First semi-annual value: sa1 periodExample3: summary: Second semi-annual value: sa2 periodExample4: summary: First quarter value: q1 periodExample5: summary: Second quarter value: q2 periodExample6: summary: Third quarter value: q3 periodExample7: summary: Fourth quarter value: q4 periodExample8: summary: Cumulative six-month period (to end of Q2) value: q6 periodExample9: summary: Cumulative nine-month period (to end of Q3) value: q9 periodExample10: summary: Irregular report value: ir - name: numberOfMonths in: query schema: enum: - '1' - '2' - '3' - '4' - '5' - '6' - '7' - '8' - '9' - '10' - '11' - '12' - '13' - '14' - '15' - '16' - '17' - '18' - '19' - '20' - '21' - '22' - '23' type: string - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string description: Most recent and time series data supported. operationId: getEquityPriceMultiplesAndYieldsAveragesDataset tags: - Financials responses: '200': $ref: '#/components/responses/ResponseEquityPriceMultiplesAndYieldsAverages' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 915 /direct-web-services/v1/investments/{id}/equity-price-yields: get: summary: Get Price Yields view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string description: Most recent and time series data supported. operationId: getEquityPriceYieldsDataset tags: - Financials responses: '200': $ref: '#/components/responses/ResponseEquityPriceYields' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 915 /direct-web-services/v1/investments/{id}/equity-segmentation: get: summary: Get Segmentation view parameters: - name: id in: path description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." required: true schema: type: string example: 0P00000046 examples: performanceId: summary: Morningstar Performance ID value: 0P00000046 isin: summary: ISIN value: US0042391096 - name: idType in: query description: 'Specifies the type of the value passed in the `id` parameter. Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.' schema: enum: - performanceId - isin - securityId - cusip - tradingSymbol - fundCode - msid type: string default: performanceId - name: baseCurrency in: query description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes. schema: type: string examples: baseCurrencyExample1: summary: US Dollar value: USD baseCurrencyExample2: summary: Swiss Franc value: CHF - name: domicile in: query description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: domicileExample1: summary: CAN (Canada) value: CAN domicileExample2: summary: JPN (Japan) value: JPN domicileExample3: summary: USE (United States) value: USA - name: exchangeCountry in: query description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes. schema: type: string examples: exchangeCountryExample1: summary: CAN (Canada) value: CAN exchangeCountryExample2: summary: JPN (Japan) value: JPN exchangeCountryExample3: summary: USA (USA) value: USA - name: exchangeId in: query description: Exchange identifier to use for investment lookup. schema: type: string externalDocs: description: List of exchange IDs. url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx examples: exchangeIdExample1: summary: NASDAQ - ALL Markets (NAS) value: EX$$$$XNAS exchangeIdExample2: summary: London Stock Exchange (LSE) value: EX$$$$XLON - name: reportType in: query required: true schema: enum: - a - r - d - b - tb - p - ta - td - tr - tp type: string x-enumDescriptions: a: Value as originally reported in a formal document. p: Value reported in a preliminary announcement of results prior to a formal document. r: Restated value reported in a formal document. d: Restated value reported in a preliminary announcement of results prior to a formal document. b: 'Best known value chosen from the available report types: A, P, R, D.' ta: Calculated Trailing 12 months of as originally reported values in a formal document. tp: Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document. tr: Calculated Trailing 12 months of restated values reported in a formal document. td: Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document. tb: 'Calculated Trailing 12 months of ''best known'' value chosen from the available report types: A, P, R, D.' description: "\nFilters results by report type. Must be used together with `period`.\n\n - `a` = Value as originally reported in a formal document.\n\n - `p` = Value reported in a preliminary announcement of results prior to a formal document.\n\n - `r` = Restated value reported in a formal document.\n\n - `d` = Restated value reported in a preliminary announcement of results prior to a formal document.\n\n - `b` = Best known value chosen from the available report types: A, P, R, D.\n\n - `ta` = Calculated Trailing 12 months of as originally reported values in a formal document.\n\n - `tp` = Calculated Trailing 12 months of values reported in a preliminary announcement of results prior to a formal document.\n\n - `tr` = Calculated Trailing 12 months of restated values reported in a formal document.\n\n - `td` = Calculated Trailing 12 months of restated values reported in a preliminary announcement of results prior to a formal document.\n\n - `tb` = Calculated Trailing 12 months of ‘best known’ value chosen from the available report types: A, P, R, D." examples: reportTypeExample1: summary: As originally reported value: a reportTypeExample2: summary: Preliminary announcement value: p reportTypeExample3: summary: Restated (formal document) value: r reportTypeExample4: summary: Restated (preliminary announcement) value: d reportTypeExample5: summary: Best known value: b reportTypeExample6: summary: Trailing 12 months, as originally reported value: ta reportTypeExample7: summary: Trailing 12 months, preliminary value: tp reportTypeExample8: summary: Trailing 12 months, restated (formal) value: tr reportTypeExample9: summary: Trailing 12 months, restated (preliminary) value: td reportTypeExample10: summary: Trailing 12 months, best known value: tb - name: period in: query required: true schema: enum: - sa2 - q1 - sa1 - a - q2 - q3 - q4 - q6 - q9 - ir type: string x-enumDescriptions: a: 'Annual (full fiscal year). Example: 1 January to 31 December' sa1: 'First semi-annual. Example: 1 January to 30 June' sa2: 'Second semi-annual. Example: 1 July to 31 December' q1: 'First quarter. Example: 1 January to 31 March' q2: 'Second quarter. Example: 1 April to 30 June' q3: 'Third quarter. Example: 1 July to 30 September' q4: 'Fourth quarter. Example: 1 October to 31 December' q6: 'Cumulative six-month period to the end of Q2. Example: 1 January to 30 June' q9: 'Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September' ir: Irregular report. No standardized date range description: ' Filters results by the duration period of financial statements reported by the company. Must be used together with `reportType`. - `a` = Annual (full fiscal year). Example: 1 January to 31 December - `sa1` = First semi-annual. Example: 1 January to 30 June - `sa2` = Second semi-annual. Example: 1 July to 31 December - `q1` = First quarter. Example: 1 January to 31 March - `q2` = Second quarter. Example: 1 April to 30 June - `q3` = Third quarter. Example: 1 July to 30 September - `q4` = Fourth quarter. Example: 1 October to 31 December - `q6` = Cumulative six-month period to the end of Q2. Example: 1 January to 30 June - `q9` = Cumulative nine-month period to the end of Q3. Example: 1 January to 30 September - `ir` = Irregular report. No standardized date range' examples: periodExample1: summary: Annual (full fiscal year) value: a periodExample2: summary: First semi-annual value: sa1 periodExample3: summary: Second semi-annual value: sa2 periodExample4: summary: First quarter value: q1 periodExample5: summary: Second quarter value: q2 periodExample6: summary: Third quarter value: q3 periodExample7: summary: Fourth quarter value: q4 periodExample8: summary: Cumulative six-month period (to end of Q2) value: q6 periodExample9: summary: Cumulative nine-month period (to end of Q3) value: q9 periodExample10: summary: Irregular report value: ir - name: numberOfMonths in: query schema: enum: - '1' - '2' - '3' - '4' - '5' - '6' - '7' - '8' - '9' - '10' - '11' - '12' - '13' - '14' - '15' - '16' - '17' - '18' - '19' - '20' - '21' - '22' - '23' type: string - name: segmentType in: query required: true schema: enum: - Business - Product/Services - Geographic - Timing of Revenue Recognition - Sales/distribution Channels - Brands/Franchise - Other - Market or Industry type: string description: Filters results by segment type. examples: segmentTypeExample1: summary: Business value: Business segmentTypeExample2: summary: Product/Services value: Product/Services segmentTypeExample3: summary: Geographic value: Geographic segmentTypeExample4: summary: Timing of Revenue Recognition value: Timing of Revenue Recognition segmentTypeExample5: summary: Sales/distribution Channels value: Sales/distribution Channels segmentTypeExample6: summary: Brands/Franchise value: Brands/Franchise segmentTypeExample7: summary: Market or Industry value: Market or Industry segmentTypeExample8: summary: Other value: Other - name: startDate in: query schema: type: string format: yyyy-MM-dd description: Time series start date. Accepts `yyyy-MM-dd`. examples: startDateExample1: summary: Example 1 value: '2025-06-01' startDateExample2: summary: Example 2 value: '2025-06-30' - name: endDate in: query schema: type: string format: yyyy-MM-dd description: Time series end date. Accepts `yyyy-MM-dd`. examples: endDateExample1: summary: Example 1 value: '2025-12-01' endDateExample2: summary: Example 2 value: '2025-12-31' - name: viewType in: query required: true schema: enum: - dataset - package type: string description: Most recent and time series data supported. operationId: getEquitySegmentationDataset tags: - Financials responses: '200': $ref: '#/components/responses/ResponseEquitySegmentation' '400': $ref: '#/components/responses/ResponseBadRequest' '500': $ref: '#/components/responses/ResponseInternalServerError' x-cpqId: 915 components: responses: ResponseEquityOperationRatiosPerShare: description: OK content: application/json: schema: type: object properties: dividendMetrics: $ref: '#/components/schemas/OutputDividendMetrics' momentum: $ref: '#/components/schemas/OutputMomentum' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseEquityFinancialStatementsCashFlowStatement: description: OK content: application/json: schema: type: object properties: cashFlow: $ref: '#/components/schemas/OutputCashFlow' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseEquityGrowthRatios: description: OK content: application/json: schema: type: object properties: growthRates: $ref: '#/components/schemas/OutputGrowthRates' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseEquityFinancialStatementsIncomeStatement: description: OK content: application/json: schema: type: object properties: incomeStatement: $ref: '#/components/schemas/OutputIncomeStatement' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseEquityGrowthRatiosPriceMultiples: description: OK content: application/json: schema: type: object properties: valuationGrowthRates: $ref: '#/components/schemas/OutputValuationGrowthRates' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseEquityFinancialStatementsPerShare: description: OK content: application/json: schema: type: object properties: balanceSheetCalculationsPerShare: $ref: '#/components/schemas/OutputBalanceSheetCalculationsPerShare' cashFlowCalculationsPerShare: $ref: '#/components/schemas/OutputCashFlowCalculationsPerShare' incomeStatementCalculationsPerShare: $ref: '#/components/schemas/OutputIncomeStatementCalculationsPerShare' profitabilityPerShare: $ref: '#/components/schemas/OutputProfitabilityPerShare' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseEquityEnterpriseValueRatios: description: OK content: application/json: schema: type: object properties: dilutedEnterpriseValueCalculations: $ref: '#/components/schemas/OutputDilutedEnterpriseValueCalculations' enterpriseValueCalculations: $ref: '#/components/schemas/OutputEnterpriseValueCalculations' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseEquityEnterpriseValueRatiosAverages: description: OK content: application/json: schema: type: object properties: enterpriseValueAverageRates: $ref: '#/components/schemas/OutputEnterpriseValueAverageRates' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseEquityPriceMultiples: description: OK content: application/json: schema: type: object properties: priceMultiples: $ref: '#/components/schemas/OutputPriceMultiples' priceMultipleStatistics: $ref: '#/components/schemas/OutputPriceMultipleStatistics' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseInternalServerError: description: Internal Server content: application/json: schema: $ref: '#/components/schemas/OutputErrorDetails' ResponseEquityDebtMaturitySchedule: description: OK content: application/json: schema: type: object properties: debtMaturitySchedule: $ref: '#/components/schemas/OutputDebtMaturitySchedule' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseEquityGrowthRatiosEnterpriseValueRatios: description: OK content: application/json: schema: type: object properties: enterpriseValueGrowthRates: $ref: '#/components/schemas/OutputEnterpriseValueGrowthRates' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseEquityOperationRatios: description: OK content: application/json: schema: type: object properties: efficiencyRatios: $ref: '#/components/schemas/OutputEfficiencyRatios' financialHealthRatios: $ref: '#/components/schemas/OutputFinancialHealthRatios' leverage: $ref: '#/components/schemas/OutputLeverage' margins: $ref: '#/components/schemas/OutputMargins' profitability: $ref: '#/components/schemas/OutputProfitability' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseEquityDividendYields: description: OK content: application/json: schema: type: object properties: dividendMetrics: $ref: '#/components/schemas/OutputDividendMetrics' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseEquityForwardFinancialCalculatedItems: description: OK content: application/json: schema: type: object properties: dividendMetrics: $ref: '#/components/schemas/OutputDividendMetrics' forwardCalculationMetrics: $ref: '#/components/schemas/OutputForwardCalculationMetrics' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseEquityFinancialStatementsAverages: description: OK content: application/json: schema: type: object properties: averageRates: $ref: '#/components/schemas/OutputAverageRates' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseEquityForwardMetrics: description: OK content: application/json: schema: type: object properties: dilutedEnterpriseValueCalculations: $ref: '#/components/schemas/OutputDilutedEnterpriseValueCalculations' dividendMetrics: $ref: '#/components/schemas/OutputDividendMetrics' forwardCalculationMetrics: $ref: '#/components/schemas/OutputForwardCalculationMetrics' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseEquityFinancialStatementsEarningReport: description: OK content: application/json: schema: type: object properties: earningReport: $ref: '#/components/schemas/OutputEarningReport' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseEquityFinancialStatementsCalculatedItems: description: OK content: application/json: schema: type: object properties: balanceSheetCalculations: $ref: '#/components/schemas/OutputBalanceSheetCalculations' cashFlowCalculations: $ref: '#/components/schemas/OutputCashFlowCalculations' incomeStatementCalculations: $ref: '#/components/schemas/OutputIncomeStatementCalculations' profitability: $ref: '#/components/schemas/OutputProfitability' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseEquityGrowthRatiosPerShare: description: OK content: application/json: schema: type: object properties: growthRatesPerShare: $ref: '#/components/schemas/OutputGrowthRatesPerShare' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseEquitySegmentation: description: OK content: application/json: schema: type: object properties: segmentsEnhanced: $ref: '#/components/schemas/OutputSegmentsEnhanced' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseEquityFinancialStatementsPerShareAverages: description: OK content: application/json: schema: type: object properties: averageRatesPerShare: $ref: '#/components/schemas/OutputAverageRatesPerShare' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseBadRequest: description: Bad Request content: application/json: schema: $ref: '#/components/schemas/OutputErrorDetails' ResponseEquityFinancialStatementsBalanceSheet: description: OK content: application/json: schema: type: object properties: balanceSheet: $ref: '#/components/schemas/OutputBalanceSheet' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseEquityPriceMultiplesAndYieldsAverages: description: OK content: application/json: schema: type: object properties: valuationAverageRates: $ref: '#/components/schemas/OutputValuationAverageRates' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseEquityCalculatedItemsAndRatiosAverages: description: OK content: application/json: schema: type: object properties: averageRates: $ref: '#/components/schemas/OutputAverageRates' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' ResponseEquityPriceYields: description: OK content: application/json: schema: type: object properties: priceYields: $ref: '#/components/schemas/OutputPriceYields' identifiers: $ref: '#/components/schemas/OutputIdentifiers' metadata: $ref: '#/components/schemas/OutputMetadata' schemas: OutputIncomeStatementCalculations: type: object properties: reportPeriodEndDate: type: string description: The standardized report date when the company reports its financial statements. Standardized report date will be either 28 or 29 (February); 30 or 31. nullable: true assetDisposalsAdjustment: type: number description: This data point represents net gain or loss due to disposal or sale of assets reported in the income statement or cash flow statement and selected for a company's irregular income/expenses and total unusal items calculation. format: double nullable: true costOfRevenueAndOperatingExpense: type: number description: This data point represents the cost and expenses associated with a company's operating business. This can be used to measure the funds the company has devoted to generating revenue. This is calculated using Cost of Revenue + Operating Income/Expenses - Income from Grants Received; Operating - Other Income; Operating. format: double nullable: true currencyCode: $ref: '#/components/schemas/CodeMappingString' debtRestructuringAdjustment: type: number description: This data point represents the costs incurred from negotiating with bankers; creditors; vendors; and tax authorities while restructuring the company's debt in order to restore liquidity and continue its operations. This is reported in the income statement or cash flow statement and selected for a company's irregular income/expenses and total unusal items calculation. format: double nullable: true depreciationAmortizationAndDepletionCalculated: type: number description: This data point represents the calculated variant of depreciation; amortization and depletion. This is calculated by summing up all Depreciation; Amortization and Depletion reported by the company. format: double nullable: true derivativesUnrealizedGainsLosses: type: number description: This data point represents net gain or loss due to changes in the fair value of derivative financial and hedging instruments reported in the income statement or cash flow statement and selected for a company's total unusal items calculation. format: double nullable: true discontinuedOperationsAdjustment: type: number description: This data point represents net income or loss from disposal of discontinued operations reported in the income statement or cash flow statement and selected for a company's irregular income/expenses and total unusal items calculation. format: double nullable: true disposalOfBusinessesAdjustment: type: number description: This data point represents net gain or loss from disposal or sale of businesses reported in the income statement or cash flow statement and selected for a company's irregular income/expenses and total unusal items calculation. format: double nullable: true financialAssetsUnrealizedGainsLosses: type: number description: This data point represents net unrealized gain or loss due to changes in the fair value of financial assets reported in the income statement or cash flow statement and selected for a company's total unusal items calculation. format: double nullable: true financialInstrumentsAndInvestmentsGainsLosses: type: number description: This data point represents net gain or loss on disposal or sale of investments; including financial instruments and other investments reported in the income statement or cash flow statement and selected for a company's total unusal items calculation. format: double nullable: true foreignCurrencyExchangeUnrealizedGainsLosses: type: number description: This data point represents net amount of foreign exchange gains and losses due to translation to the functional/reporting currency reported in the income statement or cash flow statement and selected for a company's total unusal items calculation. format: double nullable: true gainLossOnExtinguishmentOfDebtAdjustment: type: number description: This data point represents the gain or loss resulting from the debt issuer recalling the debt before the scheduled maturity date; and/or substantially modifying the existing terms of the debt. This is reported in the income statement or cash flow statement and selected for a company's irregular income/expenses and total unusal items calculation. format: double nullable: true goodwillImpairmentWriteOffAdjustment: type: number description: This data point represents the goodwill impairment/write-off value reported in the income statement or cash flow statement and selected for a company's irregular income/expenses and total unusal items calculation. format: double nullable: true grossRevenueForBank: type: number description: Sum of interest and non-interest revenues generated by banking companies. Non-interest revenue includes fees and commissions; net premium earned; investment income; net investment banking income; rental income; gain/loss on sale of assets and other revenue. The data point excludes interest expenses and fees and commission expenses. format: double nullable: true impairmentWriteOffWriteDownOfCapitalAssetsAdjustment: type: number description: This data point represents the loss due to impairment; write-off; or write-down of capital assets (property plant and equipment and intangibles) reported in the income statement or cash flow statement and selected for a company's irregular income/expenses and total unusal items calculation. format: double nullable: true incomeAfterTaxes: type: number description: This calculation represents the company's after-tax earnings for the period. The calculation differs from Net Income; because it excludes Earnings from Equity Interests. This is calculated using Pretax Income minus Provision for Income Tax. format: double nullable: true interestAndDividendIncome: type: number description: This calculation represents the summation of a company's interest; dividend and investment income. This can be used to measure a company's investing and financing performance. This is calculated using Interest Income + Dividend and Investment Income. format: double nullable: true interestExpenseCalculated: type: number description: This data point represents the calculated variant of interest expense. This is calculated by taking the Reported Interest Expense Net of capitalized interest if available; or Interest Expense net of Interest Income. format: double nullable: true interestRate: type: number description: This data point represents a company's implied cost of debt. This is calculated using interest expense reported in the income statement divided by a company's total debt from its balance sheet. format: double nullable: true irregularIncomeExpenseCalculated: type: number description: This data point represents the calculated variant of irregular income/expense. This is calculated by summing up all Irregular Income/Expense reported by the company. format: double nullable: true litigationIncomeExpenseAdjustment: type: number description: This data point represents the net gain or loss sustained through legal proceedings after settling controversies or disputes in a court of law. This is reported in the income statement or cash flow statement and selected for a company's irregular income/expenses and total unusal items calculation. format: double nullable: true mergerAndAcquisitionIncomeExpenseAdjustment: type: number description: This data point represents the costs incurred during merger and acquisition transactions reported in the income statement or cash flow statement and selected for a company's irregular income/expenses and total unusal items calculation. format: double nullable: true netIncomeSelectionCalculated: type: number description: This data point represents the calculated net income attributed to common stockholders. This is calculated by using Net Income from Continuing Operations; minus Non-Controlling/Minority Interests and Preferred/Other Stock Distribution. format: double nullable: true netInterestIncomeExpenseCalculated: type: number description: This data point represents the calculated variant of net Interest income/expense. This is calculated by using the most complete version of either reported Net Interest Income/Expense or Net Interest Income/Expense from supplemental information. format: double nullable: true normalizedPretaxIncome: type: number description: This represents income or loss generated during the accounting period before any federal; state or local taxes; and is adjusted for items that are irregular or unusual in nature; and/or are non-recurring. This is calculated by using Pretax Income plus/minus any tax affected unusual items; and is a measure of a company's profitability. format: double nullable: true otherIrregularIncomeExpensesAdjustment: type: number description: This data point represents income or expenses from any other non-recurring activities reported in the income statement or cash flow statement and selected for a company's irregular income/expenses and total unusal items calculation. format: double nullable: true realizedInvestmentGains: type: number description: This data point represents the summation of realized investment gains on the company's assets. This is calculated using Gain/Loss on Disposal/Sale of Business + Gain/Loss on Disposal/Sale of Fixed Assets. For banking companies; this also includes Realized Gain/Loss on Sale of Loans and Lease. format: double nullable: true restructuringAndReorganizationExpenseAdjustment: type: number description: This data point represents costs incurred in the event of a restructuring and/or reorganization with the aim to improve the business operations and/or financial situation of the firm; examples include laying off employees; severance pay; closing manufacturing plants; shifting production to a new location; writing-off assets; and more. This is reported in the income statement or cash flow statement and selected for a company's irregular income/expenses and total unusal items calculation. format: double nullable: true stockBasedCompensation: type: number description: This data point represents costs incurred for granting stock options to compensate employees reported in the income statement or cash flow statement and selected for a company's irregular income/expenses and total unusal items calculation. format: double nullable: true taxEffectOfUnusualItems: type: number description: This calculation represents the amount of tax charged on unusual items for the purposes of calculating Normalized Earnings. This is calculated using Total Unusual Items Excluding Goodwill multiplied by the Tax Rate. format: double nullable: true taxRateCalculated: type: number description: This data point represents the calculated variant of tax rate. This is calculated by taking either the Reported Effective Tax Rate or using Provision for Income Tax divided by Pretax Income or the Statutory Tax Rate for the company. format: double nullable: true totalUnusualItems: type: number description: This calculation represents the amount of all the irregular and non-recurring items reported by the company. This can be used to measure the company's profitability from normal; on going operations. This is calculated by summing all of the irregular and non-recurring items. format: double nullable: true totalUnusualItemsAfterTax: type: number description: This data point represents the subtotal of irregular and non-recurring items (after-tax) based on CPMS (Computerized Portfolio Management Services) methodology standards. format: double nullable: true totalUnusualItemsBeforeTax: type: number description: This data point represents the subtotal of irregular and non-recurring items (before-tax) based on CPMS (Computerized Portfolio Management Services) methodology standards. format: double nullable: true totalUnusualItemsExcludingGoodwill: type: number description: This calculation represents the amount of all the irregular and non-recurring items reported by the company except for Goodwill Impairments and Write Offs. This can be used to measure the company's profitability from normal; on going operations. This is calculated by summing all of the irregular and non-recurring items minus Goodwill Impairments and Write Offs. format: double nullable: true writeOffWriteDownOfOtherAssetsAdjustment: type: number description: This data point represents the loss due to write-off/ write-down of other assets reported in the income statement or cash flow statement and selected for a company's irregular income/expenses and total unusal items calculation. format: double nullable: true numberOfMonths: type: integer description: '' format: int32 nullable: true reportPeriod: type: string description: '' nullable: true reportType: type: string description: '' nullable: true additionalProperties: false title: OutputIncomeStatementCalculations OutputIncomeStatementCalculationsPerShare: type: object properties: reportPeriodEndDate: type: string description: The standardized report date when the company reports its financial statements. Standardized report date will be either 28 or 29 (February); 30 or 31. nullable: true currencyCode: $ref: '#/components/schemas/CodeMappingString' totalRevenuePerShare: type: number description: 'The per share value of Total Revenue: This is derived using Total Revenue divided by the company''s average shares outstanding over the accounting period. Total Revenue: Sum of all revenues or sales that the company can attribute to operational activities of the business less discounts; sales returns; and allowances.' format: double nullable: true totalUnusualItemsPerShare: type: number description: 'The per share value of Total Unusual Items: This is derived using Total Unusual Items (After-Tax) divided by the company''s average shares outstanding over the accounting period. Total Unusual Items (After-Tax): This data point represents the subtotal of irregular and non-recurring items (after-tax) based on CPMS (Computerized Portfolio Management Services) methodology standards.' format: double nullable: true numberOfMonths: type: integer description: '' format: int32 nullable: true reportPeriod: type: string description: '' nullable: true reportType: type: string description: '' nullable: true additionalProperties: false title: OutputIncomeStatementCalculationsPerShare OutputEarningReport: type: object properties: reportPeriodEndDate: type: string description: The standardized report date when the company reports its financial statements. Standardized report date will be either 28 or 29 (February); 30 or 31. nullable: true accessionNumber: type: string description: The US Securities And Exchange Commission (SEC) 18-digit unique identifier assigned automatically to an accepted submission by its filer system. The first 10 digits comprise the Central Index Key (CIK) of the entity submitting the filing. The next 2 digits represent the year. The last series of digits comprise a sequential count of submitted filings from that CIK. The count is usually; but not always; reset to 0 at the start of each calendar year. nullable: true basicEpsFromContinuingOperationsValue: type: number description: Earnings per share calculated as a ratio between net income available to common shareholders from continuing operations and basic weighted average shares outstanding. format: double nullable: true basicEpsFromDiscontinuedOperationsValue: type: number description: Earnings per share calculated as a ratio between net income available to common shareholders from discontinued operations and basic weighted average shares outstanding. format: double nullable: true basicEpsFromNetInvestmentIncomeValue: type: number description: Earnings per share calculated as a ratio between Net Investment Income and basic weighted average shares outstanding. Commonly reported by US CEF companies. format: double nullable: true basicEpsFromNetRealizedAndUnrealizedGainLossOnInvestmentsValue: type: number description: Earnings per share calculated as a ratio between Net Realized and Unrealized Gain/Loss on Investments and basic weighted average shares outstanding. Commonly reported by US CEF companies. format: double nullable: true basicEpsValue: type: number description: Earnings per share calculated as a ratio between net income available to common shareholders and basic weighted average shares outstanding. format: double nullable: true basicWeightedAverageSharesOutstanding: type: integer description: Weighted average shares outstanding for the accounting period used to calculate basic EPS. format: int64 nullable: true commonDividendPerShareValue: type: number description: Per share value calculated as a ratio between amount of dividends paid or declared and number of common shares outstanding. format: double nullable: true currencyCode: $ref: '#/components/schemas/CodeMappingString' dilutedEpsFromContinuingOperationsValue: type: number description: Earnings per share calculated as a ratio between diluted net income available to common shareholders from continuing operations and diluted weighted average shares outstanding. format: double nullable: true dilutedEpsFromDiscontinuedOperationsValue: type: number description: Earnings per share calculated as a ratio between diluted net income available to common shareholders from discontinued operations and diluted weighted average shares outstanding. format: double nullable: true dilutedEpsFromNetInvestmentIncomeValue: type: number description: Earnings per share calculated as a ratio between Net Investment Income and diluted weighted average shares outstanding. Commonly reported by US CEF companies. format: double nullable: true dilutedEpsFromNetRealizedAndUnrealizedGainLossOnInvestmentsValue: type: number description: Earnings per share calculated as a ratio between Net Realized and Unrealized Gain/Loss on Investments and diluted weighted average shares outstanding. Commonly reported by US CEF companies. format: double nullable: true dilutedEpsValue: type: number description: Earnings per share calculated as a ratio between diluted net income available to common shareholders and diluted weighted average shares outstanding. format: double nullable: true dilutedWeightedAverageSharesOutstanding: type: integer description: Weighted average shares outstanding for the accounting period used to calculate diluted EPS. format: int64 nullable: true documentFormType: type: string description: 'The type of document filed by the company: for instance; 10-K (annual report) or 10-Q (quarterly report)' nullable: true documentId: type: integer description: Morningstar Document Id; a unique and unchanging Morningstar identifier assigned to each document format: int64 nullable: true earningReportFileDate: type: string description: The date of the company's filings where earnings report value was collected nullable: true fiscalYearEnd: type: string description: The company's fiscal year that it uses to report its financial statements nullable: true isBestKnown: $ref: '#/components/schemas/CodeMappingBoolean' isCalculatedOrCopy: $ref: '#/components/schemas/CodeMappingShort' isConsolidated: $ref: '#/components/schemas/CodeMappingBoolean' isFiscalYearEndChange: $ref: '#/components/schemas/CodeMappingBoolean' isIncomplete: $ref: '#/components/schemas/CodeMappingBoolean' isIrregularPeriod: $ref: '#/components/schemas/CodeMappingBoolean' preferredDividendPerShareValue: type: number description: Per share value calculated as dividends that are accrued and paid on the company's preferred shares divided by the number of shares outstanding. format: double nullable: true regularDividendPerShareCalculatedValue: type: number description: The data point represents the value of a company's regular cash dividends allocated to each outstanding share. It is calculated using the summation of all cash dividends per share paid out by the company within the given period. format: double nullable: true reportedNormalizedBasicEpsValue: type: number description: Basic EPS that is adjusted for the effects of seasonality and income/expenses that are unusual or one-time in nature reported by the company; usually in the notes to the financial statements or management discussion and analysis. format: double nullable: true reportedNormalizedDilutedEpsValue: type: number description: Diluted EPS that is adjusted for the effects of seasonality and income/expenses that are unusual or one-time in nature reported by the company; usually in the notes to the financial statements or management discussion and analysis. format: double nullable: true reportPeriodLength: type: integer description: 'Indicates number of period length reported by the company: for instance; 12-month annual report has report period length as 12.' format: int64 nullable: true reportPeriodLengthType: type: string description: 'Indicates unit of period length reported by the company: for instance; 12-month annual report has report period length type as months. General period length types include days; weeks; months and quarters.' nullable: true reportRawEndDate: type: string description: The actual report date when the company reports its financial statements nullable: true specialDividendPerShareCalculatedValue: type: number description: The data point represents the value of a company's special dividend allocated to each outstanding share. It is calculated using the summation of special dividend per share within the given period. format: double nullable: true specialDividendPerShareValue: type: number description: Per share value calculated as the additional dividend payment made by the board to its stockholders that are separate from the normal recurring dividend cycle divided by the number of common shares outstanding. format: double nullable: true templateCode: $ref: '#/components/schemas/CodeMappingString' totalDividendPerShareCalculatedValue: type: number description: The data point represents the value of a company's total dividend allocated to each outstanding share. It is calculated using the summation of regular and special cash dividends per share within the given period. format: double nullable: true typeOfPeriod: type: string description: Indicates the period type of financial statements. The period types include Discrete; Cumulative; Annual; TTM and Others. Discrete means a 3-month period for a quarter report and a 6-month period for a semi-annual report (SA1); Cumulative means a year-to-date period such as 6 months (Q2) and 9 months (Q3); Annual means a 12-month period; TTM means a derived trailing 12 months period; Others is used for exceptional or unusual cases such as when a Fiscal Year End Change (FYC) occurs. nullable: true unitOfReport: type: integer description: 'The unit that the company uses when reporting the values within its financial statements: for instance; 1000 for value reported in thousands.' format: int64 nullable: true numberOfMonths: type: integer description: '' format: int32 nullable: true reportType: type: string description: '' nullable: true reportPeriod: type: string description: '' nullable: true additionalProperties: false title: OutputEarningReport OutputGrowthRates: type: object properties: reportPeriodEndDate: type: string description: The standardized report date when the company reports its financial statements. Standardized report date will be either 28 or 29 (February); 30 or 31. nullable: true businessRevenue10YearGrowth: type: number description: This data point is the growth of Business Revenue over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. Business Revenue represents revenue generated from the company's main business activities. format: double nullable: true businessRevenue1YearGrowth: type: number description: This data point is the growth of Business Revenue over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. Business Revenue represents revenue generated from the company's main business activities. format: double nullable: true businessRevenue3MonthGrowth: type: number description: This data point is the growth of Business Revenue over a 3 month period calculated as [(Value from current period / Value from the same period 3 months ago) - 1]. Business Revenue represents revenue generated from the company's main business activities. format: double nullable: true businessRevenue3YearGrowth: type: number description: This data point is the growth of Business Revenue over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. Business Revenue represents revenue generated from the company's main business activities. format: double nullable: true businessRevenue5YearGrowth: type: number description: This data point is the growth of Business Revenue over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. Business Revenue represents revenue generated from the company's main business activities. format: double nullable: true businessRevenue6MonthGrowth: type: number description: This data point is the growth of Business Revenue over a 6 month period calculated as [(Value from current period / Value from the same period 6 months ago) - 1]. Business Revenue represents revenue generated from the company's main business activities. format: double nullable: true businessRevenue9MonthGrowth: type: number description: This data point is the growth of Business Revenue over a 9 month period calculated as [(Value from current period / Value from the same period 9 months ago) - 1]. Business Revenue represents revenue generated from the company's main business activities. format: double nullable: true businessRevenueSequentialGrowth: type: number description: This data point is the growth of Business Revenue over a sequential quarterly or semi-annual period calculated as [(Value from current period / Value from the previous quarterly or semi-annual period) - 1]. Business Revenue represents revenue generated from the company's main business activities. format: double nullable: true capitalExpenditure10YearGrowth: type: number description: This data point is the growth of Capital Expenditure over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. Capital Expenditure is calculated by summing up outflows for Property; Plant & Equipment; Intangibles; Exploration and Mine development costs and Reported Capital Expenditures. format: double nullable: true capitalExpenditure1YearGrowth: type: number description: This data point is the growth of Capital Expenditure over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. Capital Expenditure is calculated by summing up outflows for Property; Plant & Equipment; Intangibles; Exploration and Mine development costs and Reported Capital Expenditures. format: double nullable: true capitalExpenditure3YearGrowth: type: number description: This data point is the growth of Capital Expenditure over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. Capital Expenditure is calculated by summing up outflows for Property; Plant & Equipment; Intangibles; Exploration and Mine development costs and Reported Capital Expenditures. format: double nullable: true capitalExpenditure5YearGrowth: type: number description: This data point is the growth of Capital Expenditure over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. Capital Expenditure is calculated by summing up outflows for Property; Plant & Equipment; Intangibles; Exploration and Mine development costs and Reported Capital Expenditures. format: double nullable: true cashFlowFromFinancing10YearGrowth: type: number description: This data point is the growth of Cash Flow from Financing over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. Cash Flow from Financing represents aggregate change in cash position of the company resulting from its financing activities. format: double nullable: true cashFlowFromFinancing1YearGrowth: type: number description: This data point is the growth of Cash Flow from Financing over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. Cash Flow from Financing represents aggregate change in cash position of the company resulting from its financing activities. format: double nullable: true cashFlowFromFinancing3YearGrowth: type: number description: This data point is the growth of Cash Flow from Financing over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. Cash Flow from Financing represents aggregate change in cash position of the company resulting from its financing activities. format: double nullable: true cashFlowFromFinancing5YearGrowth: type: number description: This data point is the growth of Cash Flow from Financing over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. Cash Flow from Financing represents aggregate change in cash position of the company resulting from its financing activities. format: double nullable: true cashFlowFromInvesting10YearGrowth: type: number description: This data point is the growth of Cash Flow from Investing over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. Cash Flow from Investing represents Aggregate change in cash position of the company resulting from its long term or short term investments in the financial markets; operating subsidiaries; and purchase or sale of capital assets. format: double nullable: true cashFlowFromInvesting1YearGrowth: type: number description: This data point is the growth of Cash Flow from Investing over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. Cash Flow from Investing represents Aggregate change in cash position of the company resulting from its long term or short term investments in the financial markets; operating subsidiaries; and purchase or sale of capital assets. format: double nullable: true cashFlowFromInvesting3YearGrowth: type: number description: This data point is the growth of Cash Flow from Investing over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. Cash Flow from Investing represents Aggregate change in cash position of the company resulting from its long term or short term investments in the financial markets; operating subsidiaries; and purchase or sale of capital assets. format: double nullable: true cashFlowFromInvesting5YearGrowth: type: number description: This data point is the growth of Cash Flow from Investing over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. Cash Flow from Investing represents Aggregate change in cash position of the company resulting from its long term or short term investments in the financial markets; operating subsidiaries; and purchase or sale of capital assets. format: double nullable: true cashFlowFromOperatingActivitiesDirect10YearGrowth: type: number description: This data point is the growth of Cash Flow from Operating Activities (Direct) over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. Cash Flow from Operating Activities (Direct) represents cash generated by or used in operating activities (such as manufacturing and selling goods or providing a service) under the direct method. format: double nullable: true cashFlowFromOperatingActivitiesDirect1YearGrowth: type: number description: This data point is the growth of Cash Flow from Operating Activities (Direct) over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. Cash Flow from Operating Activities (Direct) represents cash generated by or used in operating activities (such as manufacturing and selling goods or providing a service) under the direct method. format: double nullable: true cashFlowFromOperatingActivitiesDirect3MonthGrowth: type: number description: This data point is the growth of Cash Flow From Operating Activities Direct over a 3 month period calculated as [(Value from current period / Value from the same period 3 months ago) - 1]. Cash Flow From Operating Activities Direct represents Cash generated by or used in operating activities (such as manufacturing and selling goods or providing a service) under the direct method. format: double nullable: true cashFlowFromOperatingActivitiesDirect3YearGrowth: type: number description: This data point is the growth of Cash Flow from Operating Activities (Direct) over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. Cash Flow from Operating Activities (Direct) represents cash generated by or used in operating activities (such as manufacturing and selling goods or providing a service) under the direct method. format: double nullable: true cashFlowFromOperatingActivitiesDirect5YearGrowth: type: number description: This data point is the growth of Cash Flow from Operating Activities (Direct) over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. Cash Flow from Operating Activities (Direct) represents cash generated by or used in operating activities (such as manufacturing and selling goods or providing a service) under the direct method. format: double nullable: true cashFlowFromOperatingActivitiesDirect6MonthGrowth: type: number description: This data point is the growth of Cash Flow From Operating Activities Direct over a 6 month period calculated as [(Value from current period / Value from the same period 6 months ago) - 1]. Cash Flow From Operating Activities Direct represents Cash generated by or used in operating activities (such as manufacturing and selling goods or providing a service) under the direct method. format: double nullable: true cashFlowFromOperatingActivitiesDirect9MonthGrowth: type: number description: This data point is the growth of Cash Flow From Operating Activities Direct over a 9 month period calculated as [(Value from current period / Value from the same period 9 months ago) - 1]. Cash Flow From Operating Activities Direct represents Cash generated by or used in operating activities (such as manufacturing and selling goods or providing a service) under the direct method. format: double nullable: true cashFlowFromOperatingActivitiesDirectSequentialGrowth: type: number description: This data point is the growth of Cash Flow From Operating Activities Direct over a sequential quarterly or semi-annual period calculated as [(Value from current period / Value from the previous quarterly or semi-annual period) - 1]. Cash Flow From Operating Activities Direct represents Cash generated by or used in operating activities (such as manufacturing and selling goods or providing a service) under the direct method. format: double nullable: true cashFlowFromOperatingActivitiesIndirect10YearGrowth: type: number description: This data point is the growth of Cash Flow from Operating Activities (Indirect) over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. Cash Flow from Operating Activities (Indirect) represents cash generated by or used in operating activities (such as manufacturing and selling goods or providing a service) under the indirect method. format: double nullable: true cashFlowFromOperatingActivitiesIndirect1YearGrowth: type: number description: This data point is the growth of Cash Flow from Operating Activities (Indirect) over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. Cash Flow from Operating Activities (Indirect) represents cash generated by or used in operating activities (such as manufacturing and selling goods or providing a service) under the indirect method. format: double nullable: true cashFlowFromOperatingActivitiesIndirect3MonthGrowth: type: number description: This data point is the growth of Cash Flow From Operating Activities Indirect over a 3 month period calculated as [(Value from current period / Value from the same period 3 months ago) - 1]. Cash Flow From Operating Activities Indirect represents Cash generated by or used in operating activities (such as manufacturing and selling goods or providing a service) under the indirect method. format: double nullable: true cashFlowFromOperatingActivitiesIndirect3YearGrowth: type: number description: This data point is the growth of Cash Flow from Operating Activities (Indirect) over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. Cash Flow from Operating Activities (Indirect) represents cash generated by or used in operating activities (such as manufacturing and selling goods or providing a service) under the indirect method. format: double nullable: true cashFlowFromOperatingActivitiesIndirect5YearGrowth: type: number description: This data point is the growth of Cash Flow from Operating Activities (Indirect) over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. Cash Flow from Operating Activities (Indirect) represents cash generated by or used in operating activities (such as manufacturing and selling goods or providing a service) under the indirect method. format: double nullable: true cashFlowFromOperatingActivitiesIndirect6MonthGrowth: type: number description: This data point is the growth of Cash Flow From Operating Activities Indirect over a 6 month period calculated as [(Value from current period / Value from the same period 6 months ago) - 1]. Cash Flow From Operating Activities Indirect represents Cash generated by or used in operating activities (such as manufacturing and selling goods or providing a service) under the indirect method. format: double nullable: true cashFlowFromOperatingActivitiesIndirect9MonthGrowth: type: number description: This data point is the growth of Cash Flow From Operating Activities Indirect over a 9 month period calculated as [(Value from current period / Value from the same period 9 months ago) - 1]. Cash Flow From Operating Activities Indirect represents Cash generated by or used in operating activities (such as manufacturing and selling goods or providing a service) under the indirect method. format: double nullable: true cashFlowFromOperatingActivitiesIndirectSequentialGrowth: type: number description: This data point is the growth of Cash Flow From Operating Activities Indirect over a sequential quarterly or semi-annual period calculated as [(Value from current period / Value from the previous quarterly or semi-annual period) - 1]. Cash Flow From Operating Activities Indirect represents Cash generated by or used in operating activities (such as manufacturing and selling goods or providing a service) under the indirect method. format: double nullable: true cashFlowFromOperationsCalculated5YearGrowth: type: number description: This data point is the growth of Cash Flow from Operations over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. Cash Flow from Operations is calculated using Net Cash Flow from Operating Activities - Changes in Net Working Capital. format: double nullable: true cashRatio10YearGrowth: type: number description: This data point is the growth of Cash Ratio over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. Cash Ratio is calculated using Cash; Cash Equivalents and Short Term Investments divided by Total Current Liabilities. format: double nullable: true cashRatio1YearGrowth: type: number description: This data point is the growth of Cash Ratio over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. Cash Ratio is calculated using Cash; Cash Equivalents and Short Term Investments divided by Total Current Liabilities. format: double nullable: true cashRatio3YearGrowth: type: number description: This data point is the growth of Cash Ratio over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. Cash Ratio is calculated using Cash; Cash Equivalents and Short Term Investments divided by Total Current Liabilities. format: double nullable: true cashRatio5YearGrowth: type: number description: This data point is the growth of Cash Ratio over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. Cash Ratio is calculated using Cash; Cash Equivalents and Short Term Investments divided by Total Current Liabilities. format: double nullable: true currentRatio10YearGrowth: type: number description: This data point is the growth of Current Ratio over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. Current Ratio is calculated using Total Current Assets divided by Total Current Liabilities. format: double nullable: true currentRatio1YearGrowth: type: number description: This data point is the growth of Current Ratio over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. Current Ratio is calculated using Total Current Assets divided by Total Current Liabilities. format: double nullable: true currentRatio3YearGrowth: type: number description: This data point is the growth of Current Ratio over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. Current Ratio is calculated using Total Current Assets divided by Total Current Liabilities. format: double nullable: true currentRatio5YearGrowth: type: number description: This data point is the growth of Current Ratio over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. Current Ratio is calculated using Total Current Assets divided by Total Current Liabilities. format: double nullable: true ebit10YearGrowth: type: number description: This data point is the growth of EBIT over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. EBIT is calculated by using the summation of Pretax Income and Net Interest Income/Expenses. format: double nullable: true ebit1YearGrowth: type: number description: This data point is the growth of EBIT over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. EBIT is calculated by using the summation of Pretax Income and Net Interest Income/Expenses. format: double nullable: true ebit3YearGrowth: type: number description: This data point is the growth of EBIT over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. EBIT is calculated by using the summation of Pretax Income and Net Interest Income/Expenses. format: double nullable: true ebit5YearGrowth: type: number description: This data point is the growth of EBIT over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. EBIT is calculated by using the summation of Pretax Income and Net Interest Income/Expenses. format: double nullable: true ebitda10YearGrowth: type: number description: This data point is the growth of EBITDA over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. EBITDA is calculated using EBIT + Depreciation; Amortization and Depletion. format: double nullable: true ebitda1YearGrowth: type: number description: This data point is the growth of EBITDA over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. EBITDA is calculated using EBIT + Depreciation; Amortization and Depletion. format: double nullable: true ebitda3YearGrowth: type: number description: This data point is the growth of EBITDA over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. EBITDA is calculated using EBIT + Depreciation; Amortization and Depletion. format: double nullable: true ebitda5YearGrowth: type: number description: This data point is the growth of EBITDA over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. EBITDA is calculated using EBIT + Depreciation; Amortization and Depletion. format: double nullable: true freeCashFlow10YearGrowth: type: number description: This data point is the growth of Free Cash Flow over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. Free Cash Flow is calculated using Cash Flow from Operating Activities - Changes in Net Working Capital - Capital Expenditures. format: double nullable: true freeCashFlow1YearGrowth: type: number description: This data point is the growth of Free Cash Flow over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. Free Cash Flow is calculated using Cash Flow from Operating Activities - Changes in Net Working Capital - Capital Expenditures. format: double nullable: true freeCashFlow3MonthGrowth: type: number description: This data point is the growth of Free Cash Flow to Equity Holders over a 3 month period calculated as [(Value from current period / Value from the same period 3 months ago) - 1]. Free Cash Flow to Equity Holders represents a company's operating cash flow net of changes in net working capital and capital expenditures. Free cash flow to equity holders can be used to measure the cash a company has left over after paying interest expenses on debt and investing in the growth of its business. This is calculated using Cash Flow from Operating Activities - Changes in Net Working Capital - Capital Expenditures. format: double nullable: true freeCashFlow3YearGrowth: type: number description: This data point is the growth of Free Cash Flow over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. Free Cash Flow is calculated using Cash Flow from Operating Activities - Changes in Net Working Capital - Capital Expenditures. format: double nullable: true freeCashFlow5YearGrowth: type: number description: This data point is the growth of Free Cash Flow over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. Free Cash Flow is calculated using Cash Flow from Operating Activities - Changes in Net Working Capital - Capital Expenditures. format: double nullable: true freeCashFlow6MonthGrowth: type: number description: This data point is the growth of Free Cash Flow to Equity Holders over a 6 month period calculated as [(Value from current period / Value from the same period 6 months ago) - 1]. Free Cash Flow to Equity Holders represents a company's operating cash flow net of changes in net working capital and capital expenditures. Free cash flow to equity holders can be used to measure the cash a company has left over after paying interest expenses on debt and investing in the growth of its business. This is calculated using Cash Flow from Operating Activities - Changes in Net Working Capital - Capital Expenditures. format: double nullable: true freeCashFlow9MonthGrowth: type: number description: This data point is the growth of Free Cash Flow to Equity Holders over a 9 month period calculated as [(Value from current period / Value from the same period 9 months ago) - 1]. Free Cash Flow to Equity Holders represents a company's operating cash flow net of changes in net working capital and capital expenditures. Free cash flow to equity holders can be used to measure the cash a company has left over after paying interest expenses on debt and investing in the growth of its business. This is calculated using Cash Flow from Operating Activities - Changes in Net Working Capital - Capital Expenditures. format: double nullable: true freeCashFlowSequentialGrowth: type: number description: This data point is the growth of Free Cash Flow to Equity Holders over a sequential quarterly or semi-annual period calculated as [(Value from current period / Value from the previous quarterly or semi-annual period) - 1]. Free cash flow to equity holders can be used to measure the cash a company has left over after paying interest expenses on debt and investing in the growth of its business. This is calculated using Cash Flow from Operating Activities - Changes in Net Working Capital - Capital Expenditures. format: double nullable: true grossProfit10YearGrowth: type: number description: This data point is the growth of Gross Profit over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. Gross Profit represents the difference between the total revenue and the sum of all direct costs incurred to generate the revenue. format: double nullable: true grossProfit1YearGrowth: type: number description: This data point is the growth of Gross Profit over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. Gross Profit represents the difference between the total revenue and the sum of all direct costs incurred to generate the revenue. format: double nullable: true grossProfit3YearGrowth: type: number description: This data point is the growth of Gross Profit over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. Gross Profit represents the difference between the total revenue and the sum of all direct costs incurred to generate the revenue. format: double nullable: true grossProfit5YearGrowth: type: number description: This data point is the growth of Gross Profit over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. Gross Profit represents the difference between the total revenue and the sum of all direct costs incurred to generate the revenue. format: double nullable: true netIncomeAfterMinorityInterest10YearGrowth: type: number description: This data point is the growth of Net Income after Minority Interest over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. Net Income after Minority Interest represents net income or loss of the company after non-controlling interests attribution. format: double nullable: true netIncomeAfterMinorityInterest1YearGrowth: type: number description: This data point is the growth of Net Income after Minority Interest over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. Net Income after Minority Interest represents net income or loss of the company after non-controlling interests attribution. format: double nullable: true netIncomeAfterMinorityInterest3MonthGrowth: type: number description: This data point is the growth of Net Income after Minority Interest over a 3 month period calculated as [(Value from current period / Value from the same period 3 months ago) - 1]. Net Income after Minority Interest represents net income or loss of the company after non-controlling interests attribution. format: double nullable: true netIncomeAfterMinorityInterest3YearGrowth: type: number description: This data point is the growth of Net Income after Minority Interest over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. Net Income after Minority Interest represents net income or loss of the company after non-controlling interests attribution. format: double nullable: true netIncomeAfterMinorityInterest5YearGrowth: type: number description: This data point is the growth of Net Income after Minority Interest over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. Net Income after Minority Interest represents net income or loss of the company after non-controlling interests attribution. format: double nullable: true netIncomeAfterMinorityInterest6MonthGrowth: type: number description: This data point is the growth of Net Income after Minority Interest over a 6 month period calculated as [(Value from current period / Value from the same period 6 months ago) - 1]. Net Income after Minority Interest represents net income or loss of the company after non-controlling interests attribution. format: double nullable: true netIncomeAfterMinorityInterest9MonthGrowth: type: number description: This data point is the growth of Net Income after Minority Interest over a 9 month period calculated as [(Value from current period / Value from the same period 9 months ago) - 1]. Net Income after Minority Interest represents net income or loss of the company after non-controlling interests attribution. format: double nullable: true netIncomeAfterMinorityInterestSequentialGrowth: type: number description: This data point is the growth of Net Income after Minority Interest over a sequential quarterly or semi-annual period calculated as [(Value from current period / Value from the previous quarterly or semi-annual period) - 1]. Net Income after Minority Interest represents net income or loss of the company after non-controlling interests attribution. format: double nullable: true netIncomeAttributableToTheCompanyLimitedPartnership10YearGrowth: type: number description: This data point is the growth Net Income Attributable to the Company; Limited Partnership over a 10 year period calculated as [(Value from current period / Value from the same period 10 year ago) - 1]. format: double nullable: true netIncomeAttributableToTheCompanyLimitedPartnership1YearGrowth: type: number description: This data point is the growth Net Income Attributable to the Company; Limited Partnership over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. format: double nullable: true netIncomeAttributableToTheCompanyLimitedPartnership3MonthGrowth: type: number description: This data point is the growth Net Income Attributable to the Company; Limited Partnership over a 3 month period calculated as [(Value from current period / Value from the same period 3 months ago) - 1]. format: double nullable: true netIncomeAttributableToTheCompanyLimitedPartnership3YearGrowth: type: number description: This data point is the growth Net Income Attributable to the Company; Limited Partnership over a 3 year period calculated as [(Value from current period / Value from the same period 3 year ago) - 1]. format: double nullable: true netIncomeAttributableToTheCompanyLimitedPartnership5YearGrowth: type: number description: This data point is the growth Net Income Attributable to the Company; Limited Partnership over a 3 year period calculated as [(Value from current period / Value from the same period 3 year ago) - 1]. format: double nullable: true netIncomeAttributableToTheCompanyLimitedPartnership6MonthGrowth: type: number description: This data point is the growth Net Income Attributable to the Company; Limited Partnership over a 6 month period calculated as [(Value from current period / Value from the same period 6 month ago) - 1]. format: double nullable: true netIncomeAttributableToTheCompanyLimitedPartnership9MonthGrowth: type: number description: This data point is the growth Net Income Attributable to the Company; Limited Partnership over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. format: double nullable: true netIncomeAttributableToTheCompanyLimitedPartnershipSequentialGrowth: type: number description: This data point is the growth of Net Income Attributable to the Company; Limited Partnership over a sequential quarterly or semi-annual period calculated as [(Value from current period / Value from the previous quarterly or semi-annual period) - 1]. format: double nullable: true netIncomeAvailableToCommonStockholders10YearGrowth: type: number description: This data point is the growth of Net Income Available to Common Stockholders over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. Net Income Available to Common Stockholders represents Net Income Available to Common Stockholders after accounting for all adjustments and preferred dividends. format: double nullable: true netIncomeAvailableToCommonStockholders1YearGrowth: type: number description: This data point is the growth of Net Income Available to Common Stockholders over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. Net Income Available to Common Stockholders represents Net Income Available to Common Stockholders after accounting for all adjustments and preferred dividends. format: double nullable: true netIncomeAvailableToCommonStockholders3MonthGrowth: type: number description: This data point is the growth of Net Income Available to Common Stockholders over a 3 month period calculated as [(Value from current period / Value from the same period 3 months ago) - 1]. Net Income Available to Common Stockholders represents Net Income Available to Common Stockholders after accounting for all adjustments and preferred dividends. format: double nullable: true netIncomeAvailableToCommonStockholders3YearGrowth: type: number description: This data point is the growth of Net Income Available to Common Stockholders over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. Net Income Available to Common Stockholders represents Net Income Available to Common Stockholders after accounting for all adjustments and preferred dividends. format: double nullable: true netIncomeAvailableToCommonStockholders5YearGrowth: type: number description: This data point is the growth of Net Income Available to Common Stockholders over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. Net Income Available to Common Stockholders represents Net Income Available to Common Stockholders after accounting for all adjustments and preferred dividends. format: double nullable: true netIncomeAvailableToCommonStockholders6MonthGrowth: type: number description: This data point is the growth of Net Income Available to Common Stockholders over a 6 month period calculated as [(Value from current period / Value from the same period 6 months ago) - 1]. Net Income Available to Common Stockholders represents Net Income Available to Common Stockholders after accounting for all adjustments and preferred dividends. format: double nullable: true netIncomeAvailableToCommonStockholders9MonthGrowth: type: number description: This data point is the growth of Net Income Available to Common Stockholders over a 9 month period calculated as [(Value from current period / Value from the same period 9 months ago) - 1]. Net Income Available to Common Stockholders represents Net Income Available to Common Stockholders after accounting for all adjustments and preferred dividends. format: double nullable: true netIncomeAvailableToCommonStockholdersSequentialGrowth: type: number description: This data point is the growth of Net Income Available to Common Stockholders over a sequential quarterly or semi-annual period calculated as [(Value from current period / Value from the previous quarterly or semi-annual period) - 1]. Net Income Available to Common Stockholders represents Net Income Available to Common Stockholders after accounting for all adjustments and preferred dividends. format: double nullable: true netIncomeFromContinuingOperations10YearGrowth: type: number description: This data point is the growth of Net Income from Continuing Operations over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. Net Income from Continuing Operations represents net income or loss of the company before giving effect to after-tax extraordinary items and discontinued operations. format: double nullable: true netIncomeFromContinuingOperations1YearGrowth: type: number description: This data point is the growth of Net Income from Continuing Operations over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. Net Income from Continuing Operations represents net income or loss of the company before giving effect to after-tax extraordinary items and discontinued operations. format: double nullable: true netIncomeFromContinuingOperations3MonthGrowth: type: number description: This data point is the growth of Net Income from Continuing Operations over a 3 month period calculated as [(Value from current period / Value from the same period 3 months ago) - 1]. Net Income from Continuing Operations represents net income or loss of the company before giving effect to after-tax extraordinary items and discontinued operations. format: double nullable: true netIncomeFromContinuingOperations3YearGrowth: type: number description: This data point is the growth of Net Income from Continuing Operations over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. Net Income from Continuing Operations represents net income or loss of the company before giving effect to after-tax extraordinary items and discontinued operations. format: double nullable: true netIncomeFromContinuingOperations5YearGrowth: type: number description: This data point is the growth of Net Income from Continuing Operations over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. Net Income from Continuing Operations represents net income or loss of the company before giving effect to after-tax extraordinary items and discontinued operations. format: double nullable: true netIncomeFromContinuingOperations6MonthGrowth: type: number description: This data point is the growth of Net Income from Continuing Operations over a 6 month period calculated as [(Value from current period / Value from the same period 6 months ago) - 1]. Net Income from Continuing Operations represents net income or loss of the company before giving effect to after-tax extraordinary items and discontinued operations. format: double nullable: true netIncomeFromContinuingOperations9MonthGrowth: type: number description: This data point is the growth of Net Income from Continuing Operations over a 9 month period calculated as [(Value from current period / Value from the same period 9 months ago) - 1]. Net Income from Continuing Operations represents net income or loss of the company before giving effect to after-tax extraordinary items and discontinued operations. format: double nullable: true netIncomeFromContinuingOperationsSequentialGrowth: type: number description: This data point is the growth of Net Income from Continuing Operations over a sequential quarterly or semi-annual period calculated as [(Value from current period / Value from the previous quarterly or semi-annual period) - 1]. Net Income from Continuing Operations represents net income or loss of the company before giving effect to after-tax extraordinary items and discontinued operations. format: double nullable: true netIncomeSelection10YearGrowth: type: number description: This data point is the growth of Net Income Selection over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. Net Income Selection is calculated by using Net Income from Continuing Operations; minus Non-Controlling/Minority Interests and Preferred/Other Stock Distribution. format: double nullable: true netIncomeSelection1YearGrowth: type: number description: This data point is the growth of Net Income Selection over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. Net Income Selection is calculated by using Net Income from Continuing Operations; minus Non-Controlling/Minority Interests and Preferred/Other Stock Distribution. format: double nullable: true netIncomeSelection3YearGrowth: type: number description: This data point is the growth of Net Income Selection over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. Net Income Selection is calculated by using Net Income from Continuing Operations; minus Non-Controlling/Minority Interests and Preferred/Other Stock Distribution. format: double nullable: true netIncomeSelection5YearGrowth: type: number description: This data point is the growth of Net Income Selection over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. Net Income Selection is calculated by using Net Income from Continuing Operations; minus Non-Controlling/Minority Interests and Preferred/Other Stock Distribution. format: double nullable: true normalizedIncome10YearGrowth: type: number description: This data point is the growth of Normalized Income over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. Normalized Income is calculated using Net Income from Continuing Operations plus/minus any tax affected unusual Items and Goodwill Impairments/Write Offs. format: double nullable: true normalizedIncome1YearGrowth: type: number description: This data point is the growth of Normalized Income over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. Normalized Income is calculated using Net Income from Continuing Operations plus/minus any tax affected unusual Items and Goodwill Impairments/Write Offs. format: double nullable: true normalizedIncome3YearGrowth: type: number description: This data point is the growth of Normalized Income over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. Normalized Income is calculated using Net Income from Continuing Operations plus/minus any tax affected unusual Items and Goodwill Impairments/Write Offs. format: double nullable: true normalizedIncome5YearGrowth: type: number description: This data point is the growth of Normalized Income over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. Normalized Income is calculated using Net Income from Continuing Operations plus/minus any tax affected unusual Items and Goodwill Impairments/Write Offs. format: double nullable: true operatingIncomeExpenses10YearGrowth: type: number description: This data point is the growth of Operating Income/Expenses over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. Operating Income/Expenses represents aggregate value of all income and expenses either directly associated with normal business operations or recognized by the company in the operating section of the Income Statement. format: double nullable: true operatingIncomeExpenses1YearGrowth: type: number description: This data point is the growth of Operating Income/Expenses over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. Operating Income/Expenses represents aggregate value of all income and expenses either directly associated with normal business operations or recognized by the company in the operating section of the Income Statement. format: double nullable: true operatingIncomeExpenses3MonthGrowth: type: number description: This data point is the growth of Operating Income/Expenses over a 3 month period calculated as [(Value from current period / Value from the same period 3 months ago) - 1]. Operating Income/Expenses represents aggregate value of all income and expenses either directly associated with normal business operations or recognized by the company in the operating section of the Income Statement. format: double nullable: true operatingIncomeExpenses3YearGrowth: type: number description: This data point is the growth of Operating Income/Expenses over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. Operating Income/Expenses represents aggregate value of all income and expenses either directly associated with normal business operations or recognized by the company in the operating section of the Income Statement. format: double nullable: true operatingIncomeExpenses5YearGrowth: type: number description: This data point is the growth of Operating Income/Expenses over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. Operating Income/Expenses represents aggregate value of all income and expenses either directly associated with normal business operations or recognized by the company in the operating section of the Income Statement. format: double nullable: true operatingIncomeExpenses6MonthGrowth: type: number description: This data point is the growth of Operating Income/Expenses over a 6 month period calculated as [(Value from current period / Value from the same period 6 months ago) - 1]. Operating Income/Expenses represents aggregate value of all income and expenses either directly associated with normal business operations or recognized by the company in the operating section of the Income Statement. format: double nullable: true operatingIncomeExpenses9MonthGrowth: type: number description: This data point is the growth of Operating Income/Expenses over a 9 month period calculated as [(Value from current period / Value from the same period 9 months ago) - 1]. Operating Income/Expenses represents aggregate value of all income and expenses either directly associated with normal business operations or recognized by the company in the operating section of the Income Statement. format: double nullable: true operatingIncomeExpensesSequentialGrowth: type: number description: This data point is the growth of Operating Income/Expenses over a sequential quarterly or semi-annual period calculated as [(Value from current period / Value from the previous quarterly or semi-annual period) - 1]. Operating Income/Expenses represents aggregate value of all income and expenses either directly associated with normal business operations or recognized by the company in the operating section of the Income Statement. format: double nullable: true regressionGrowthOperatingRevenue5YearGrowth: type: number description: This data point is the growth of Total Revenue over a 5 year period as computed under the regression 'least-squares' method. Total Revenue represents the summation of all revenues or sales that the company can attribute to operational activities of the business less discounts; sales returns; and allowances. format: double nullable: true stockholdersEquity10YearGrowth: type: number description: This data point is the growth of Stockholders Equity over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. Stockholders Equity represents residual interest in the assets of the enterprise that remains after deducting its liabilities attributable to parent stockholders. format: double nullable: true stockholdersEquity1YearGrowth: type: number description: This data point is the growth of Stockholders Equity over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. Stockholders Equity represents residual interest in the assets of the enterprise that remains after deducting its liabilities attributable to parent stockholders. format: double nullable: true stockholdersEquity3YearGrowth: type: number description: This data point is the growth of Stockholders Equity over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. Stockholders Equity represents residual interest in the assets of the enterprise that remains after deducting its liabilities attributable to parent stockholders. format: double nullable: true stockholdersEquity5YearGrowth: type: number description: This data point is the growth of Stockholders Equity over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. Stockholders Equity represents residual interest in the assets of the enterprise that remains after deducting its liabilities attributable to parent stockholders. format: double nullable: true totalAsset10YearGrowth: type: number description: This data point is the growth of Total Assets over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. Total Assets represents total value of all assets recorded by the company. format: double nullable: true totalAsset1YearGrowth: type: number description: This data point is the growth of Total Assets over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. Total Assets represents total value of all assets recorded by the company. format: double nullable: true totalAsset3YearGrowth: type: number description: This data point is the growth of Total Assets over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. Total Assets represents total value of all assets recorded by the company. format: double nullable: true totalAsset5YearGrowth: type: number description: This data point is the growth of Total Assets over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. Total Assets represents total value of all assets recorded by the company. format: double nullable: true totalDebtToEquity10YearGrowth: type: number description: This data point is the growth of Total Debt to Equity over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. Total Debt to Equity is calculated using Total Debt divided by Total Equity. format: double nullable: true totalDebtToEquity1YearGrowth: type: number description: This data point is the growth of Total Debt to Equity over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. Total Debt to Equity is calculated using Total Debt divided by Total Equity. format: double nullable: true totalDebtToEquity3YearGrowth: type: number description: This data point is the growth of Total Debt to Equity over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. Total Debt to Equity is calculated using Total Debt divided by Total Equity. format: double nullable: true totalDebtToEquity5YearGrowth: type: number description: This data point is the growth of Total Debt to Equity over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. Total Debt to Equity is calculated using Total Debt divided by Total Equity. format: double nullable: true totalLiabilities10YearGrowth: type: number description: This data point is the growth of Total Liabilities over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. Total Liabilities represents total value of all liabilities recorded by the company. format: double nullable: true totalLiabilities1YearGrowth: type: number description: This data point is the growth of Total Liabilities over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. Total Liabilities represents total value of all liabilities recorded by the company. format: double nullable: true totalLiabilities3YearGrowth: type: number description: This data point is the growth of Total Liabilities over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. Total Liabilities represents total value of all liabilities recorded by the company. format: double nullable: true totalLiabilities5YearGrowth: type: number description: This data point is the growth of Total Liabilities over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. Total Liabilities represents total value of all liabilities recorded by the company. format: double nullable: true totalOperatingProfitLoss10YearGrowth: type: number description: This data point is the Total Operating Profit/Loss over a 10 year period calculated as [(Value from current period / Value from the same period 10 year ago) - 1]. Total Operating Profit/Loss represents profit or loss realized by calculating the difference between sales and total operating expenses. format: double nullable: true totalOperatingProfitLoss1YearGrowth: type: number description: This data point is the Total Operating Profit/Loss over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. Total Operating Profit/Loss represents profit or loss realized by calculating the difference between sales and total operating expenses. format: double nullable: true totalOperatingProfitLoss3MonthGrowth: type: number description: This data point is the Total Operating Profit/Loss over a 3 month period calculated as [(Value from current period / Value from the same period 3 month ago) - 1]. Total Operating Profit/Loss represents profit or loss realized by calculating the difference between sales and total operating expenses. format: double nullable: true totalOperatingProfitLoss3YearGrowth: type: number description: This data point is the Total Operating Profit/Loss over a 3 year period calculated as [(Value from current period / Value from the same period 3 year ago) - 1]. Total Operating Profit/Loss represents profit or loss realized by calculating the difference between sales and total operating expenses. format: double nullable: true totalOperatingProfitLoss5YearGrowth: type: number description: This data point is the growth of Total Operating Profit/Loss over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. Total Operating Profit/Loss represents profit or loss realized by calculating the difference between sales and total operating expenses. format: double nullable: true totalOperatingProfitLoss6MonthGrowth: type: number description: This data point is the Total Operating Profit/Loss over a 6 month period calculated as [(Value from current period / Value from the same period 6 month ago) - 1]. Total Operating Profit/Loss represents profit or loss realized by calculating the difference between sales and total operating expenses. format: double nullable: true totalOperatingProfitLoss9MonthGrowth: type: number description: This data point is the Total Operating Profit/Loss over a 9 month period calculated as [(Value from current period / Value from the same period 9 month ago) - 1]. Total Operating Profit/Loss represents profit or loss realized by calculating the difference between sales and total operating expenses. format: double nullable: true totalOperatingProfitLossSequentialGrowth: type: number description: This data point is the Total Operating Profit/Loss over a sequential quarterly or semi-annual period calculated as [(Value from current period / Value from the previous quarterly or semi-annual period) - 1]. Total Operating Profit/Loss represents profit or loss realized by calculating the difference between sales and total operating expenses. format: double nullable: true totalRevenue10YearGrowth: type: number description: This data point is the growth of Total Revenue over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. Total Revenue represents the summation of all revenues or sales that the company can attribute to operational activities of the business less discounts; sales returns; and allowances. format: double nullable: true totalRevenue1YearGrowth: type: number description: This data point is the growth of Total Revenue over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. Total Revenue represents the summation of all revenues or sales that the company can attribute to operational activities of the business less discounts; sales returns; and allowances. format: double nullable: true totalRevenue3MonthGrowth: type: number description: This data point is the growth of Total Revenue over a 3 month period calculated as [(Value from current period / Value from the same period 3 months ago) - 1]. Total Revenue represents the summation of all revenues or sales that the company can attribute to operational activities of the business less discounts; sales returns; and allowances. format: double nullable: true totalRevenue3YearGrowth: type: number description: This data point is the growth of Total Revenue over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. Total Revenue represents the summation of all revenues or sales that the company can attribute to operational activities of the business less discounts; sales returns; and allowances. format: double nullable: true totalRevenue5YearGrowth: type: number description: This data point is the growth of Total Revenue over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. Total Revenue represents the summation of all revenues or sales that the company can attribute to operational activities of the business less discounts; sales returns; and allowances. format: double nullable: true totalRevenue6MonthGrowth: type: number description: This data point is the growth of Total Revenue over a 6 month period calculated as [(Value from current period / Value from the same period 6 months ago) - 1]. Total Revenue represents the summation of all revenues or sales that the company can attribute to operational activities of the business less discounts; sales returns; and allowances. format: double nullable: true totalRevenue9MonthGrowth: type: number description: This data point is the growth of Total Revenue over a 9 month period calculated as [(Value from current period / Value from the same period 9 months ago) - 1]. Total Revenue represents the summation of all revenues or sales that the company can attribute to operational activities of the business less discounts; sales returns; and allowances. format: double nullable: true totalRevenueSequentialGrowth: type: number description: This data point is the growth of Total Revenue over a sequential quarterly or semi-annual period calculated as [(Value from current period / Value from the previous quarterly or semi-annual period) - 1]. Total Revenue represents the summation of all revenues or sales that the company can attribute to operational activities of the business less discounts; sales returns; and allowances. format: double nullable: true numberOfMonths: type: integer description: '' format: int32 nullable: true reportPeriod: type: string description: '' nullable: true reportType: type: string description: '' nullable: true additionalProperties: false title: OutputGrowthRates OutputBalanceSheetCalculations: type: object properties: reportPeriodEndDate: type: string description: The standardized report date when the company reports its financial statements. Standardized report date will be either 28 or 29 (February); 30 or 31. nullable: true capitalLeaseObligations: type: number description: This data point represents the summation of all current and long term portions of capital lease obligations that are listed on a company's balance sheet format: double nullable: true commonEquityBookValue: type: number description: This data point represents the amount that all common shareholders have invested in a company. This can be used to measure the original proceeds a company receives from issuing common equity and the changes related to the earnings; losses and dividends paid out. This is calculated using Equity Attributable to Parent Stockholders - Preferred Stock - Stock Options/Warrants/Deferred Shares/Convertible Debentures. format: double nullable: true currencyCode: $ref: '#/components/schemas/CodeMappingString' investedCapital: type: number description: This calculation represents the total amount of cash that has been raised and invested in the company by issuing shares and debt. This can be used along with other metrics to measure the company's ability to utilize its capital to generate profit. This is calculated by summing up Total Equity; Debt and Capital Lease obligations. format: double nullable: true netDebt: type: number description: This calculation represents the value a company's debt after deducting cash and other liquid assets. This can be used to measure a company's ability to cover its debt obligations by using only its cash and other liquid assets. This is calculated using Total Debt minus Cash; Cash Equivalents and Short Term Investments. format: double nullable: true netOperatingAssets: type: number description: This calculation represents the difference between the company's operating assets and operating liabilities; and can be used to measure a company's efficiency and short term financial health. This is calculated using Total Assets - Total Liabilities + (Total Debt - Cash). format: double nullable: true netTangibleAssets: type: number description: This data point represents the value of a company's total assets net of intangible items such as goodwill; patents; etc. This can be used to measure the portion of a company's total assets that are tangible. This is calculated using Total Assets minus Net Intangible Assets. format: double nullable: true preferredEquity: type: number description: 'Equity attributable to preferred stockholders: This is defined as preferred stock and additional paid in capital/share premium for preferred stock; net of preferred stock held in treasury.' format: double nullable: true tangibleBookValue: type: number description: This calculation represents the book value of a company's tangible assets. This can be used to measure the value of a company's assets minus the subjectivity of intangibles and goodwill values. This is calculated by subtracting Net Intangible Assets from Total Equity. format: double nullable: true totalDebt: type: number description: This calculation represents the value of the company's total borrowing obligations. This can be used to measure the company's financial leverage. This is calculated by summing Long Term Debt and Capital Lease Obligations with Current Debt and Capital Lease Obligations. For Banks and Insurance companies Deposits and Securities sold under Repurchase Agreements are also considered. Furthermore for Banks; Advances and Funds purchased from Central Banks; Bank Acceptances and Other borrowed funds are considered. format: double nullable: true totalLiabilitiesAndEquity: type: number description: This data point represents the sum of Total Liabilities and Total Equity as listed on the company's balance sheet. format: double nullable: true totalPreferred: type: number description: This data point represents the sum of Preferred Stock; Preferred Units and Preferred Securities Outside Stockholder's Equity as listed on the company's balance sheet. format: double nullable: true workingCapital: type: number description: This calculation represents the difference between the company's current assets and current liabilities. This can be used to measure a company's efficiency and its short term financial health. This is calculated using Total Current Assets minus Total Current Liabilities. format: double nullable: true numberOfMonths: type: integer description: '' format: int32 nullable: true reportType: type: string description: '' nullable: true reportPeriod: type: string description: '' nullable: true additionalProperties: false title: OutputBalanceSheetCalculations OutputEfficiencyRatios: type: object properties: assetsTurnoverRatio: type: number description: This ratio represents the value of a company's total revenue relative to the value of its assets. This can be used to measure a company's ability to use its assets efficiently to generate revenue. This is calculated using Total Revenue (TTM) divided by Average Total Assets. format: double nullable: true cashConversionCycle: type: number description: This ratio represents the time it takes a company to convert its resources into cash. This ratio measures the amount of time that each dollar of the company is spent on the production and sale of goods before it is converted back into cash. This is calculated using Days in Sales + Days in Inventory - Days in Payment. format: double nullable: true cashFlowFromOperatingActivitiesPerFullTimeEmployee: type: number description: This calculation represents the amount of cash flow from operating activities generated by each employee. This can be used to measure a company's productivity. This is calculated using Cash Flow From Operating Activities (TTM) divided by Number of Full Time Employees. format: double nullable: true cashToAssetsRatio: type: number description: This ratio represents the value of a company's total cash relative to its total asset. This can be used to measure a company's sufficiency of cash reserve. This is calculated using Cash and Cash Equivalents divided by Total Assets. format: double nullable: true cashTurnoverRatio: type: number description: This ratio represents the value of a company's total revenue relative to its cash and cash equivalents. This can be used to measure a company's ability to use its cash efficiently to generate revenue. This is calculated using Total Revenue (TTM) divided by Average Cash and Cash Equivalents. format: double nullable: true daysInInventoryRatio: type: number description: This ratio represents the time (in days) it takes a company to convert its average inventory level into revenue. This can be used to measure the company's ability to manage its inventory efficiently. This is calculated using Days of Period (365 for TTM) divided by Inventory Turnover Ratio. format: double nullable: true daysInPaymentRatio: type: number description: This ratio represents the time (in days) it takes a company to pay off its creditors. This can be used to measure the company's ability to pay off its obligations. This is calculated using Days of Period (365 for TTM) divided by Payable Turnover Ratio. format: double nullable: true daysInSalesRatio: type: number description: This ratio represents the time (in days) it takes a company to collect receivables on sales that have been made. This can be used to measure the company's ability to manage their accounts receivable. This is calculated using Days of Period (365 for TTM) divided by Receivable Turnover Ratio. format: double nullable: true equityTurnoverRatio: type: number description: This ratio represents the value of a company's total revenue relative to its average equity. This can be used to measure a company's ability to use the equity efficiently to generate revenue. This is calculated using Total Revenue (TTM) divided by Average Equity. format: double nullable: true expenseRatio: type: number description: This ratio represents the total expenses an insurer faces as a result of underwriting a policy as a percentage of premiums earned. This can be used to measure the profitability of an insurance company. This is calculated using (Deferred Policy Acquisition Amortization Expense + Fees and Commission Expense + Other Underwriting Expenses + Selling; General and Administrative) / Net Premiums Earned format: double nullable: true fixedAssetsTurnoverRatio: type: number description: This ratio represents the value of a company's total revenue relative to its fixed assets. This can be used to measure a company's ability to use its fixed assets efficiently to generate revenue. This is calculated using Total Revenue (TTM) / (Average Net Property; Plant and Equipment/Net Mineral Property Interests and Exploration Assets). format: double nullable: true inventoryTurnoverRatio: type: number description: This ratio represents the value of a company's cost of revenue relative to its average inventory. This can be used as an efficiency ratio measuring how many times inventory is sold and replaced during the TTM period. This is calculated using Cost of Revenue (TTM) divided by Average Inventories. format: double nullable: true lossRatio: type: number description: This ratio represents the losses an insurer faces as a result of paying out insurance claims as a percentage of premiums earned. This can be used to measure the profitability of an insurance company. This is calculated using Benefits; Claims and Loss Adjustment Expense; Net (TTM) divided by Net Premiums Earned. format: double nullable: true netIncomePerFullTimeEmployee: type: number description: This calculation represents the amount of net income generated by each employee. This can be used to measure a company's productivity. This is calculated using Net Income from Continuing Operations (TTM) divided by Number of Full Time Employees. format: double nullable: true netOperatingAssetsTurnover: type: number description: This ratio represents the value of a company's total revenue relative to the value of its net operating assets. This can be used to measure a company's ability to use its assets efficiently to generate revenue. This is calculated using Total Revenue (TTM) divided by Average Net Operating Assets. format: double nullable: true normalizedIncomePerFullTimeEmployee: type: number description: This calculation represents the amount of normalized income generated by each employee. This can be used to measure a company's productivity. This is calculated using Normalized Income (TTM) divided by Number of Full Time Employees. format: double nullable: true payableTurnoverRatio: type: number description: This ratio represents the value of a company's cost of revenue relative to its trade payables. This can be used to measure a company's short term liquidity; by measuring how fast the company is able to pay its creditors. This is calculated using Cost of Revenue (TTM) divided by Average Trade and Other Payables. format: double nullable: true receivableTurnoverRatio: type: number description: This ratio represents the value of a company's total revenue relative to its trade account receivables. This can be used to measure how many times; on average; a company is able to collect its receivables during a year. This is calculated using Total Revenue (TTM) divided by Average Trade Accounts Receivable. format: double nullable: true reportPeriodEndDate: type: string description: The standardized report date when the company reports its financial statements. Standardized report date will be either 28 or 29 (February); 30 or 31. nullable: true salesPerFullTimeEmployee: type: number description: This calculation represents the amount of revenue generated by each full time employee. This can be used to measure a company's productivity. This is calculated using Total Revenue (TTM) divided by Number of Full Time Employees. format: double nullable: true workingCapitalTurnover: type: number description: This ratio represents the value of a company's total revenue relative to the value of its working capital. This can be used to measure a company's ability to use its working capital efficiently to generate revenue. This is calculated using Total Revenue (TTM) divided by Average Working Capital. format: double nullable: true numberOfMonths: type: integer description: '' format: int32 nullable: true reportType: type: string description: '' nullable: true reportPeriod: type: string description: '' nullable: true additionalProperties: false title: OutputEfficiencyRatios OutputPriceYields: type: object properties: asOfDate: type: string description: The calendar date when price yield data points are calculated nullable: true bookValueYield: type: number description: This ratio represents the value of a company's common equity book value per share relative to its stock price. This can be used to determine the fair value of a stock. This is calculated using Common Equity Book Value Per Share divided by Stock Price. format: double nullable: true buyBackYield: type: number description: This ratio represents the value of common stock a company has repurchased relative to its market cap. This ratio can be used as a sign that the company believes its stock is undervalued and also as a method of paying out to shareholders. This is calculated by using Issuance of/Payments for Common Stock divided by Market Cap. format: double nullable: true cashFlowYield: type: number description: This ratio represents the value of a company's cash flow from operating activities relative to its stock price. This can be used to determine the fair value of the stock price especially when the company has large non-cash charges. This is calculated using Cash Flow from Operating Activities (TTM) per share / Stock Price. format: double nullable: true currentYieldPreferredStock: type: number description: This ratio represents the value of fixed annual dividend relative to the preferred stock price. This can be used to measure the rate of return of the preferred stock. This is calculated using Fixed Annual Dividend divided by Preferred Stock Price. format: double nullable: true earningsYield: type: number description: This ratio represents the value of a stock's EPS relative to its price. This can be used to measure the earnings produced by each dollar invested in the stock. This is calculated using Earnings Per Share (TTM) divided by Stock Price. format: double nullable: true freeCashFlowYield: type: number description: This ratio represents the value of a company's free cash flow per share relative to its stock price. This can be used to measure the return (free cash flow) on each share of the company. This is calculated using Free Cash Flow Per Share (TTM) divided by Stock Price. format: double nullable: true normalizedEarningsYield: type: number description: This ratio represents the value of a company's normalized earnings per share relative to its stock price. This can be used to determine the fair value of the stock. This is calculated using Normalized EPS (TTM) divided by Stock Price. format: double nullable: true salesYield: type: number description: This ratio represents the value of a company's total revenue per share relative to its stock price. This can be used to measure the fair value of the stock price. This is calculated using Total Revenue (TTM) per share divided by Stock Price. format: double nullable: true totalYield: type: number description: This calculation represents the summation of trailing dividend and buyback yield. This can be used to measure the rate of return on the company's stock. This is calculated using Trailing Dividend Yield + Buyback Yield. format: double nullable: true additionalProperties: false title: OutputPriceYields OutputDilutedEnterpriseValueCalculations: type: object properties: asOfDate: type: string description: The calendar date when the diluted enterprise value data points are calculated nullable: true currencyCode: $ref: '#/components/schemas/CodeMappingString' dilutedEnterpriseValue: type: number description: The data point represents the entire value of a company; assuming the conversion/exchange of all convertible/exchangeable securities; stock options; restricted stock units and warrants. The value can be used to measure a company's theoretical total purchase price. It is calculated by summing up the Company's Net Debt with and Market Capital based on a total amount of shares outstanding that assume conversion/exchange of all instruments previously noted . format: double nullable: true dilutedEnterpriseValueToAssets: type: number description: The data point represents a company's diluted enterprise value relative to its total assets which can be used to measure a company's fair value. It is calculated using Diluted Enterprise Value divided by Total Assets. format: double nullable: true dilutedEnterpriseValueToEbit: type: number description: The data point represents a company's diluted enterprise value relative to its EBIT which can be used to measure a company's fair value. It is calculated using Diluted Enterprise Value divided by EBIT (TTM). format: double nullable: true dilutedEnterpriseValueToEbitda: type: number description: The data point represents a company's diluted enterprise value relative to its EBITDA which can be used to measure a company's fair value. It is calculated using Diluted Enterprise Value divided by EBITDA (TTM). format: double nullable: true dilutedEnterpriseValueToForwardEbitda: type: number description: The data point represents a company's diluted enterprise value relative to its estimated EBITDA which can be used to forecast a company's fair value using forward looking estimated EBITDA. It is calculated using Diluted Enterprise Value divided by Consensus Estimate for Current Fiscal Year EBITDA. format: double nullable: true dilutedEnterpriseValueToForwardRevenue: type: number description: The data point represents a company's diluted enterprise value relative to its estimated revenue which can be used to forecast a company's fair value using forward looking estimated revenue. It is calculated using Diluted Enterprise Value divided by Consensus Estimate for Current Fiscal Year Revenue. format: double nullable: true dilutedEnterpriseValueToFreeCashFlow: type: number description: The data point represents a company's diluted enterprise value relative to its free cash flow which can be used to measure a company's fair value. It is calculated using Enterprise Value divided by Free Cash Flow (TTM). format: double nullable: true dilutedEnterpriseValueToNormalizedEbit: type: number description: The data point represents a company's diluted enterprise value relative to its normalized EBIT which can be used to measure a company's fair value. It is calculated using Diluted Enterprise Value divided by Normalized EBIT (TTM). format: double nullable: true dilutedEnterpriseValueToNormalizedEbitda: type: number description: The data point represents a company's diluted enterprise value relative to its normalized EBITDA which can be used to measure a company's fair value. It is calculated using Diluted Enterprise Value divided by Normalized EBITDA (TTM). format: double nullable: true dilutedEnterpriseValueToRevenue: type: number description: The data point represents a company's diluted enterprise value relative to its revenue which can be used to measure a company's fair value. It is calculated using Diluted Enterprise Value divided by Total Revenue (TTM). format: double nullable: true dilutiveEquity: type: number description: The additional equity value that arises from the conversion/exchange of all convertible and/or exchangeable securities; stock options; restricted stock units and warrants issued by a firm. This is calculated by summing up the expected increase in equity derived from each of the respective securities; restricted stock units; warrants and in-the-money stock options. format: double nullable: true additionalProperties: false title: OutputDilutedEnterpriseValueCalculations OutputValuationGrowthRates: type: object properties: asOfDate: type: string description: The calendar date when the company grade is calculated. nullable: true priceToBookRatio10YearGrowth: type: number description: This data point is the annualized growth of PB ratio over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10)- 1]. PB ratio represents the value of a company's stock price relative to its common equity book value per share. format: double nullable: true priceToBookRatio1YearGrowth: type: number description: This data point is the annualized growth of PB ratio over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. PB ratio represents the value of a company's stock price relative to its common equity book value per share. format: double nullable: true priceToBookRatio3YearAverageChange: type: number description: This data point is the percentage change of PB ratio over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago) - 1]. format: double nullable: true priceToBookRatio3YearGrowth: type: number description: This data point is the annualized growth of PB ratio over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. PB ratio represents the value of a company's stock price relative to its common equity book value per share. format: double nullable: true priceToBookRatio5YearGrowth: type: number description: This data point is the annualized growth of PB ratio over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. PB ratio represents the value of a company's stock price relative to its common equity book value per share. format: double nullable: true priceToEarningsRatio10YearGrowth: type: number description: This data point is the annualized growth of PE ratio over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. PE ratio represents the value of a company's stock price relative to its earnings per share. format: double nullable: true priceToEarningsRatio1YearGrowth: type: number description: This data point is the annualized growth of PE ratio over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. PE ratio represents the value of a company's stock price relative to its earnings per share. format: double nullable: true priceToEarningsRatio3YearAverageChange: type: number description: This data point is the percentage change of PE ratio over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago) - 1]. format: double nullable: true priceToEarningsRatio3YearGrowth: type: number description: This data point is the annualized growth of PE ratio over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. PE ratio represents the value of a company's stock price relative to its earnings per share. format: double nullable: true priceToEarningsRatio5YearGrowth: type: number description: This data point is the annualized growth of PE ratio over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. PE ratio represents the value of a company's stock price relative to its earnings per share. format: double nullable: true priceToFreeCashFlowRatio10YearGrowth: type: number description: This data point is the annualized growth of PFCF ratio over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. PFCF ratio represents the value of a company's stock price relative to its free cash flow per share. format: double nullable: true priceToFreeCashFlowRatio1YearGrowth: type: number description: This data point is the annualized growth of PFCF ratio over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. PFCF ratio represents the value of a company's stock price relative to its free cash flow per share. format: double nullable: true priceToFreeCashFlowRatio3YearAverageChange: type: number description: This data point is the percentage change of PFCF ratio over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago) - 1]. format: double nullable: true priceToFreeCashFlowRatio3YearGrowth: type: number description: This data point is the annualized growth of PFCF ratio over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3)- 1]. PFCF ratio represents the value of a company's stock price relative to its free cash flow per share. format: double nullable: true priceToFreeCashFlowRatio5YearGrowth: type: number description: This data point is the annualized growth of PFCF ratio over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. PFCF ratio represents the value of a company's stock price relative to its free cash flow per share. format: double nullable: true priceToSalesRatio10YearGrowth: type: number description: This data point is the annualized growth of PS ratio over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago) ^(1/10)- 1]. PS represents the value of a company's stock price relative to its total revenue per share. format: double nullable: true priceToSalesRatio1YearGrowth: type: number description: This data point is the annualized growth of PS ratio over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. PS represents the value of a company's stock price relative to its total revenue per share. format: double nullable: true priceToSalesRatio3YearAverageChange: type: number description: This data point is the percentage change of PS ratio over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago) - 1]. format: double nullable: true priceToSalesRatio3YearGrowth: type: number description: This data point is the annualized growth of PS ratio over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. PS represents the value of a company's stock price relative to its total revenue per share. format: double nullable: true priceToSalesRatio5YearGrowth: type: number description: This data point is the annualized growth of PS ratio over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. PS represents the value of a company's stock price relative to its total revenue per share. format: double nullable: true additionalProperties: false title: OutputValuationGrowthRates OutputCashFlowCalculations: type: object properties: reportPeriodEndDate: type: string description: The standardized report date when the company reports its financial statements. Standardized report date will be either 28 or 29 (February); 30 or 31. nullable: true capitalExpenditureCalculated: type: number description: This data point represents the calculated variant of Capital Expenditure; which includes all cash outflows made by a company to acquire or maintain fixed assets and intangibles. This is calculated by summing up outflows for Property; Plant & Equipment; Intangibles; Exploration and Mine development costs and Reported Capital Expenditures. format: double nullable: true freeCashFlowToEquityHoldersIncludingChangesInWorkingCapital: type: number description: This calculation represents the cash available to equity shareholders after accounting for operating activities, changes in net working capital, and capital expenditures. This can be used to measure a company's capacity to return value to shareholders through dividends or share buybacks. This is calculated using Cash Flow from Operating Activities (Calc) + Changes in Net Working Capital - Capital Expenditure (Calc). format: double nullable: true freeCashFlowToFirmIncludingChangesInWorkingCapital: type: number description: This calculation represents the cash available to all capital providers after accounting for operating profit, taxes, capital expenditures, and changes in net working capital. This can be used to assess a company's unlevered cash flow for valuation purposes. This is calculated using Cash Flow from Operating Activities (Calc) + Changes in Net Working Capital - Capital Expenditure (Calc) + (Interest Expenses (Calc) * (1 - Tax Rate (Calc))). format: double nullable: true cashFlowFromOperationsCalculated: type: number description: This data point represents the latest Cash Flow from Operating Activities (TTM) before changes in Working Capital. This is calculated using Net Cash Flow from Operating Activities - Changes in Net Working Capital. format: double nullable: true currencyCode: $ref: '#/components/schemas/CodeMappingString' freeCashFlowToCashFlowFromOperatingActivities: type: number description: This ratio represents the value a company's free cash flow relative to its cash flow from operating activities. This can be used to measure a companies' financial strength; by determining what percentage of cash flow from operating activities consists of free cash flow. This can be calculated using Free Cash Flow divided by Cash Flow from Operating Activities. format: double nullable: true freeCashFlowToEquityHolders: type: number description: This calculation represents a company's operating cash flow net of changes in net working capital and capital expenditures. This can be used to measure the cash a company has left over after paying interest expenses on debt and investing in the growth of its business. This is calculated using Cash Flow from Operating Activities - Changes in Net Working Capital - Capital Expenditures. format: double nullable: true freeCashFlowToFirm: type: number description: This calculation represents a company's operating cash flow before paying out interest expenses and net of changes in net working capital and capital expenditures. This can be used to measure the cash a company has left over for all stakeholders after investing in the growth of its business. This is calculated using Cash Flow from Operating Activities + Tax effected Interest Expenses - Changes in Net Working Capital - Capital Expenditures. format: double nullable: true fundsFromOperations: type: number description: This calculation represents the cash flow generated by real estate investment trusts (REITs). This can be used to measure the performance of REITs companies. This is calculated using Net Income + Depreciation and Amortization - Capital Gains from Property Sales. format: double nullable: true issuanceOfCapitalStock: type: number description: This calculation represents the amount of cash that has been raised by the company through the issuing of common and preferred stock over the period. This is calculated by summing Total Common Stock Issued and Total Preferred Stock Issued. format: double nullable: true issuanceOfCommonStockCalculated: type: number description: This data point represents the amount of cash that has been raised by the company through the issuing of common stock over the period. This is calculated by summing up all the proceeds from the Issuance of Common Stock. format: double nullable: true issuanceOfDebt: type: number description: This data point represents the amount of capital that has been raised by the company through the issuing of debt over the period. This is calculated by summing all Issuances of debt and lease financing. format: double nullable: true issuanceOfLeaseFinancingCalculated: type: number description: This data point represents the amount of capital that has been raised by the company through the method of lease financing; over the period. This is calculated by summing all proceeds from lease financing. format: double nullable: true issuanceOfLongTermDebtCalculated: type: number description: This data point represents the amount of capital that has been raised by the company through the issuing of long term debt; over the period. This is calculated by summing all Issuances of long term debt. format: double nullable: true issuanceOfPreferredStockCalculated: type: number description: This data point represents the amount of cash that has been raised by the company through the issuing of preferred stock over the period. This is calculated by summing up all the proceeds from the Issuance of Preferred Stock. format: double nullable: true issuanceOfShortTermDebtCalculated: type: number description: This data point represents the amount of capital that has been raised by the company through the issuing of short term debt; over the period. This is calculated by summing all Issuances of short term debt. format: double nullable: true repaymentOfDebt: type: number description: This calculation represents the amount of money the company is paying back to their lenders. This can be used to evaluate the company's financial leverage. This is calculated by summing the Repayment of Short Term Debt + Repayment of Long Term Debt + Repayment of Lease Financing. format: double nullable: true repaymentOfLeaseFinancingCalculated: type: number description: This data point represents the calculated variant of Repayment of Lease Financing which includes all payments made by a company towards the leases appearing on their balance sheet. This is computed by returning any repayments for lease financing reported by the company or any repayments net of lease issuances; where repayments alone are not reported. format: double nullable: true repaymentOfLongTermDebtCalculated: type: number description: This data point represents the calculated variant of Repayment of Long term Debt which includes all payments made by a company towards the Long term Debt appearing on their balance sheet. This is computed by returning any repayments for Long term Debt reported by the company or any repayments net of Long term Debt issuances; where repayments alone are not reported. format: double nullable: true repaymentOfShortTermDebtCalculated: type: number description: This data point represents the calculated variant of Repayment of Short term Debt which includes all payments made by a company towards the Short term Debt appearing on their balance sheet. This is computed by returning any repayments for Short term Debt reported by the company or any repayments net of Short term Debt issuances; where repayments alone are not reported. format: double nullable: true repurchaseOfCapitalStock: type: number description: This calculation represents the value of both common stock and preferred stock that the company has bought back. This can be used as a tool for changing a company's capital structure. This can also be seen as a sign that the company believes its stock is undervalued. This is calculated by summing Repurchase of Common Stock + Repurchase of Preferred Stock. format: double nullable: true repurchaseOfCommonStockCalculated: type: number description: This data point represents the calculated variant of Repurchase of Common Stock which includes all payments made by a company for the purpose of repurchasing common stock. This is computed by returning any payments for Common Stock reported by the company or any payments net of issuances of common stock; where repayments alone are not reported. format: double nullable: true repurchaseOfPreferredStockCalculated: type: number description: This data point represents the calculated variant of Repurchase of Preferred Stock which includes all payments made by a company for the purpose of repurchasing preferred stock. This is computed by returning any payments for Preferred Stock reported by the company or any payments net of issuances of preferred stock; where repayments alone are not reported. format: double nullable: true numberOfMonths: type: integer description: '' format: int32 nullable: true reportType: type: string description: '' nullable: true reportPeriod: type: string description: '' nullable: true additionalProperties: false title: OutputCashFlowCalculations OutputErrorDetails: type: object properties: statusCode: type: integer description: Status Code format: int32 errorCode: type: string description: Custom error code nullable: true message: type: string description: Message nullable: true requestId: type: string description: RequestId nullable: true additionalProperties: false description: Error details title: OutputErrorDetails OutputIdentifiers: type: object properties: performanceId: type: string nullable: true securityId: type: string nullable: true cusip: type: string nullable: true isin: type: string nullable: true sedol: type: string nullable: true tradingSymbol: type: string nullable: true fundCode: type: string nullable: true msid: type: string nullable: true ticker: type: string nullable: true additionalProperties: false title: OutputIdentifiers OutputProfitability: type: object properties: reportPeriodEndDate: type: string description: The standardized report date when the company reports its financial statements. Standardized report date will be either 28 or 29 (February); 30 or 31. nullable: true analystNormalizedEbit: type: number description: This data point represents earnings before interest and taxes adjusted for items that are irregular; unusual in nature; and/or are non-recurring. This is calculated by using Earnings before Interest and Tax plus/minus any tax affected irregular or unusual items. EBIT can be used to measure a company's profitability. This is an analyst-screened datapoint; meaning an analyst is identifying and taking judgment on what should or should not be adjusted. format: double nullable: true analystNormalizedEbitda: type: number description: This data point represents the earnings the company generated before interest; tax; depreciation and amortization expenses adjusted for items that are irregular; unusual in nature; and/or are non-recurring. This is calculated using Earnings Before Interest; Tax; Depreciation and Amortization plus/minus any irregular or unusual Items. EBITDA can be used to fairly measure a company's profitability. This is an analyst-screened datapoint; meaning an analyst is identifying and taking judgment on what should or should not be adjusted. format: double nullable: true analystNormalizedEbitdar: type: number description: This data point represents the earnings the company generated before interest; tax; depreciation; amortization and rent expenses adjusted for items that are irregular; unusual in nature; and/or are non-recurring. This is calculated using Earnings Before Interest; Tax; Depreciation; Amortization and Rent expenses plus/minus any irregular or unusual Items. EBITDAR can be used to measure a company's profitability. This is an analyst-screened datapoint; meaning an analyst is identifying and taking judgment on what should or should not be adjusted. format: double nullable: true analystNormalizedNetIncome: type: number description: This data point represents earnings adjusted for items that are irregular; unusual in nature; and/or are non-recurring. This can be used to fairly measure a company's profitability. This is calculated using Net Income from Continuing Operations plus/minus any tax affected unusual Items and Goodwill Impairments/Write Offs. This is an analyst-screened datapoint; meaning an analyst is identifying and taking judgment on what should or should not be adjusted. format: double nullable: true bookValueToEbitdaRatio: type: number description: This ratio represents the value of a company's book value relative to its EBITDA. This can be used to determine a company's fair value when comparing this ratio among different companies within the same sector. This is calculated using Book Value divided by EBITDA (TTM). format: double nullable: true bookValueToEbitRatio: type: number description: This ratio represents the value of a company's book value relative to its EBIT. This can be used to determine a company's fair value when comparing this ratio among different companies within the same sector. This is calculated using Book Value divided by EBIT (TTM). format: double nullable: true bookValueToNetIncomeRatio: type: number description: This ratio represents the value of a company's book value relative to its net income. This can be used to determine a company's fair value when comparing this ratio among different companies within the same sector. This is calculated using Book Value divided by Net Income (TTM). format: double nullable: true bookValueToRevenueRatio: type: number description: This ratio represents the value of a company's book value relative to its revenue. This can be used to determine a company's fair value when comparing this ratio among different companies within the same sector. This is calculated using Book Value divided by Revenue (TTM). format: double nullable: true currencyCode: $ref: '#/components/schemas/CodeMappingString' earningsBeforeInterestAndTax: type: number description: This data point represents the earnings the company generated before paying interest and tax expenses. This can be used to measure a company's profitability. This is calculated by using the summation of Pretax Income and Net Interest Income/Expenses. format: double nullable: true earningsBeforeInterestTaxAndAmortization: type: number description: This data point represents the earnings the company generated before interest; tax and amortization expenses. This can be used to measure a company's profitability. This is calculated using Earnings Before Interest; Tax; Depreciation and Amortization minus Depreciation. format: double nullable: true earningsBeforeInterestTaxDepreciationAmortizationAndRent: type: number description: This data point represents the earnings the company generated before interest; tax; depreciation; amortization and rent expenses. This can be used to measure a company's profitability. This is calculated using EBITDA + Rent Expenses + Rent and Landing Fees. format: double nullable: true earningsBeforeInterestTaxDepreciationAndAmortization: type: number description: This data point represents the earnings the company generated before interest; tax; depreciation and amortization expenses. This can be used to measure a company's profitability. This is calculated using EBIT + Depreciation; Amortization and Depletion. format: double nullable: true freeCashFlowToAssetsRatio: type: number description: This ratio represents the value of a company's free cash flow relative to its total assets. This can be used to measure a company's ability to transfer each dollar worth of assets into cash. This is calculated using the Free Cash Flow (TTM) divided by Average Total Assets. format: double nullable: true freeCashFlowToEquityRatio: type: number description: This ratio represents the value of a company's free cash flow relative to its total equity. This can be used to measure the amount of cash available for distribution for each dollar worth of equity. This is calculated using the Free Cash Flow (TTM) divided by Average Total Equity. format: double nullable: true freeCashFlowToNetIncomeRatio: type: number description: This ratio represents the value of a company's free cash flow relative to its net income. This can be used to measure a company's ability to transfer each dollar worth of earnings into cash. This is calculated using the Free Cash Flow divided by Net Income. format: double nullable: true freeCashFlowToSalesRatio: type: number description: This ratio represents the value of a company's free cash flow relative to its total revenue. This can be used to measure a company's ability to convert each dollar worth of revenue into cash. This is calculated using the Free Cash Flow divided by Total Revenue. format: double nullable: true netOperatingProfitAfterTax: type: number description: This calculation represents the tax affected operating earnings the company generated for the period. This can be used to measure a company's profitability. This is calculated using Net Income from Continuing Operations plus tax affected Net Interest Income/Expense minus tax affected Dividend and Investment Income. format: double nullable: true normalizedEarningsBeforeInterestAndTax: type: number description: This represents earnings before interest and taxes adjusted for items that are irregular or unusual in nature; and/or are non-recurring. This can be used to measure a company's profitability. This is calculated by using Earnings before Interest and Tax plus/minus any tax affected unusual items. format: double nullable: true normalizedEarningsBeforeInterestTaxDepreciationAmortizationAndRent: type: number description: This data point represents the earnings the company generated before interest; tax; depreciation; amortization and rent expenses adjusted for items that are irregular or unusual in nature; and/or are non-recurring. This can be used to measure a company's profitability. This is calculated using Earnings Before Interest; Tax; Depreciation; Amortization and Rent expenses plus/minus any unusual Items. format: double nullable: true normalizedEarningsBeforeInterestTaxDepreciationAndAmortization: type: number description: This data point represents the earnings the company generated before interest; tax; depreciation and amortization expenses adjusted for items that are irregular or unusual in nature; and/or are non-recurring. This can be used to fairly measure a company's profitability. This is calculated using Earnings Before Interest; Tax; Depreciation and Amortization plus/minus any unusual Items. format: double nullable: true normalizedIncome: type: number description: This calculation represents earnings adjusted for items that are irregular or unusual in nature; and/or are non-recurring. This can be used to fairly measure a company's profitability. This is calculated using Net Income from Continuing Operations plus/minus any tax affected unusual Items and Goodwill Impairments/Write Offs. format: double nullable: true normalizedReturnOnAsset: type: number description: This ratio represents the value of a company's normalized income relative to its total assets. This can be used to measure the company's ability to utilize its assets efficiently to generate earnings from its normal operations. This is calculated using Normalized Income (TTM) divided by Average Total Assets. format: double nullable: true normalizedReturnOnEquity: type: number description: This ratio represents the value of a company's normalized income relative to its total equity. This can be used to measure the company's ability to utilize its equity efficiently to generate earnings from its normal operations. This is calculated using Normalized Income (TTM) divided by Average Total Equity. format: double nullable: true normalizedReturnOnInvestedCapital: type: number description: This ratio represents the value of a company's normalized net operating profit after tax relative to its Invested Capital. This can be used to measure the company's ability to utilize its invested capital efficiently to generate earnings from its normal operations. This is calculated using Normalized Net operating profit after tax (TTM) divided by Invested Capital. format: double nullable: true returnOnAsset: type: number description: This ratio represents the value of a company's net income relative to its total assets. This can be used to determine how much profit a company generates on its asset base. This is calculated using Net Income from Continuing Operations (TTM) divided by Average Total Assets. format: double nullable: true returnOnCapitalEmployed: type: number description: This ratio represents the value of a company's earnings before interest and tax (EBIT) relative to its Capital Employed. This can be used to measure how much profit a company generates on its capital base. This is calculated using Earnings Before Interest and Tax (EBIT) (TTM); divided by Average Total Assets minus Average Current Liabilities format: double nullable: true returnOnEquity: type: number description: This ratio represents the value of a company's net income relative to its total equity. This can be used to determine how much profit a company generates on the money shareholders have invested in the firm. This is calculated using Net Income from Continuing Operations (TTM) divided by Average Total Equity format: double nullable: true returnOnInvestedCapital: type: number description: This ratio represents the value of a company's net operating profit after tax relative to its Invested Capital. This can be used to measure how much profit a company generates on its capital base. This is calculated using Net operating profit after tax (TTM) divided by Invested Capital. format: double nullable: true returnOnNetOperatingAssets: type: number description: This ratio represents the value of a company's net income relative to its net operating assets. This can be used to determine how much profit a company generates on its asset base. This is calculated using Net Income from Continuing Operations (TTM) divided by Average Net Operating Assets. format: double nullable: true numberOfMonths: type: integer description: '' format: int32 nullable: true reportPeriod: type: string description: '' nullable: true reportType: type: string description: '' nullable: true additionalProperties: false title: OutputProfitability OutputCashFlowCalculationsPerShare: type: object properties: reportPeriodEndDate: type: string description: The standardized report date when the company reports its financial statements. Standardized report date will be either 28 or 29 (February); 30 or 31. nullable: true capitalExpenditurePerShare: type: number description: 'The per share value of Capital Expenditure: This is derived using Capital Expenditure divided by the company''s average shares outstanding over the accounting period. Capital Expenditure: This data point represents the calculated variant of Capital Expenditure; which includes all cash outflows made by a company to acquire or maintain fixed assets and intangibles. This is calculated by summing up outflows for Property; Plant & Equipment; Intangibles; Exploration and Mine development costs and Reported Capital Expenditures.' format: double nullable: true cashFlowFromOperatingActivitiesUsedForCalculationsPerShare: type: number description: 'The per share value of Cash Flow From Operating Activities Used For Calculations: This is derived using Cash Flow From Operating Activities Used For Calculations divided by the company''s average shares outstanding over the accounting period. Cash Flow From Operating Activities Used For Calculations: This data point represents the latest Cash Flow from Operating Activities (TTM) before changes in Working Capital. This is calculated using Net Cash Flow from Operating Activities - Changes in Net Working Capital.' format: double nullable: true currencyCode: $ref: '#/components/schemas/CodeMappingString' freeCashFlowToEquityHoldersPerShare: type: number description: 'The per share value of Free Cash Flow To Equity Holders: This is derived using Free Cash Flow To Equity Holders divided by the company''s average shares outstanding over the accounting period. Free Cash Flow To Equity Holders: This calculation represents a company''s operating cash flow net of changes in net working capital and capital expenditures. This can be used to measure the cash a company has left over after paying interest expenses on debt and investing in the growth of its business. This is calculated using Cash Flow from Operating Activities - Changes in Net Working Capital - Capital Expenditures.' format: double nullable: true fundsFromOperationsPerShare: type: number description: 'The per share value of Funds From Operations: This is derived using Funds From Operations divided by the company''s average shares outstanding over the accounting period. Funds From Operations: This calculation represents the cash flow generated by real estate investment trusts (REITs). This can be used to measure the performance of REIT companies. This is calculated using Net Income + Depreciation and Amortization - Capital Gains from Property Sales.' format: double nullable: true numberOfMonths: type: integer description: '' format: int32 nullable: true reportType: type: string description: '' nullable: true reportPeriod: type: string description: '' nullable: true additionalProperties: false title: OutputCashFlowCalculationsPerShare OutputIncomeStatement: type: object properties: reportPeriodEndDate: type: string description: The standardized report date when the company reports its financial statements. Standardized report date will be either 28 or 29 (February); 30 or 31. nullable: true abnormalPensionsSupplementalValue: type: number description: Exceptional cost pertaining to pensions (such as curtailment gain or loss) that cannot be classified in the main Income Statement tree. format: double nullable: true incomeStatementFileDate: type: string description: '' nullable: true abnormalPensionsValue: type: number description: Exceptional costs pertaining to pensions; such as curtailment gain or loss. Recognized in the non-operating section of the Income Statement. format: double nullable: true accessionNumber: type: string description: The US Securities And Exchange Commission (SEC) 18-digit unique identifier assigned automatically to an accepted submission by its filer system. The first 10 digits comprise the Central Index Key (CIK) of the entity submitting the filing. The next 2 digits represent the year. The last series of digits comprise a sequential count of submitted filings from that CIK. The count is usually; but not always; reset to 0 at the start of each calendar year. nullable: true accountingFeesValue: type: number description: Fees paid for accounting services. format: double nullable: true accretionOfAssetRetirementObligationValue: type: number description: 'Amortization of provision or expenses related to asset retirement obligations recognized during the period. Includes: decommissioning-related line items' format: double nullable: true administrationFeesValue: type: number description: Fees paid to third-party administrators for administration of the fund. format: double nullable: true advisorManagementFeeWaiverValue: type: number description: Management fees that the advisor or fund manager waives in exchange for a profit interest. format: double nullable: true advisoryManagementFeesValue: type: number description: Fees paid by the company to its investment advisors for investment and portfolio management services. For REITs and AMCs only. format: double nullable: true amortizationAndAccretionOfSecuritiesValue: type: number description: Allocation of security costs to the accounting period. Like Accretion of convertible notes; Accretion of any other securities. format: double nullable: true amortizationSupplementalValue: type: number description: 'Allocation of the costs for intangible assets that cannot be broken out in the main Income Statement tree. Includes: amortization of goodwill; amortization of other intangibles' format: double nullable: true amortizationValue: type: number description: 'Reduction of intangible assets allocated to the accounting period covered by the Income Statement. Includes: amortization of goodwill; amortization of other intangibles. Excludes: amortization of non-intangible items' format: double nullable: true assetDisposalsSupplementalValue: type: number description: Net gain or loss due to disposal or sale of fixed assets that cannot be broken out in the main Income Statement tree. format: double nullable: true assetDisposalsValue: type: number description: Net gain or loss due to disposal or sale of assets recognized in the non-operating section of the Income Statement format: double nullable: true assetManagementFeesValue: type: number description: 'Revenue from fees charged to manage client assets. Includes: wealth management fees' format: double nullable: true associateExceptionalItemsSupplementalValue: type: number description: Associate-related unusual expense or income that is unlikely to occur again in the normal course of business (such as associate disposals or impairments) that cannot be classified in the main Income Statement tree. format: double nullable: true associateExceptionalItemsValue: type: number description: Associate-related unusual expenses or income that is unlikely to occur again in the normal course of business. For example; associate disposals or impairments. Recognized in the non-operating section of the Income Statement. format: double nullable: true associateTaxValue: type: number description: Income taxes payable or paid by the associate companies of the group. format: double nullable: true auditFeeForNonAuditPaidByConsolidatedEntityToAuditorsOtherThanTheMainAuditorSupplementalValue: type: number description: Represents auditors expenses for other services; such as taxation advice; merger and acquisition services; assurance services; etc.; paid by Group to other than statutory Auditor like related firms or affiliated firms; reported in the notes to consolidated statements. format: double nullable: true auditFeeForNonAuditPaidByConsolidatedEntityToMainAuditorIncludingRelatedFirmsSupplementalValue: type: number description: Represents auditors expenses for other services; such as taxation advice; merger and acquisition services; assurance services; etc.; paid by Group to statutory Auditor; reported in the notes to consolidated statements. format: double nullable: true auditFeeForNonAuditPaidByPaidByParentCompanyToMainAuditorIncludingRelatedFirmsSupplementalValue: type: number description: Represents auditors expenses for other services; such as taxation advice; merger and acquisition services; assurance services; etc.; paid by Parent company to statutory Auditor; reported in the notes to consolidated statements. format: double nullable: true auditFeePaidByConsolidatedEntityToAuditorsOtherThanTheMainAuditorSupplementalValue: type: number description: Represents auditors expenses for audit or review of the financial statements paid by Group to other than statutory Auditor like related firms or affiliated firms; reported in the notes to consolidated statements. format: double nullable: true auditFeePaidByConsolidatedEntityToMainAuditorIncludingRelatedFirmsSupplementalValue: type: number description: Represents auditors expenses for audit or review of the financial statements paid by Group to statutory Auditor; reported in the notes to consolidated statements. format: double nullable: true auditFeePaidByParentCompanyToMainAuditorIncludingRelatedFirmsSupplementalValue: type: number description: Represents auditors expenses for audit or review of the financial statements paid by Parent company to statutory Auditor; reported in the notes to consolidated statements. format: double nullable: true auditorFeesSupplementalValue: type: number description: Fees paid to the auditor by the company for examination and verification of the financial statements for the purpose of rendering an opinion as to their consistency; fairness and conformation to accepted accounting principles. These costs cannot be broken out in the main Income Statement tree. format: double nullable: true auditorFeesValue: type: number description: Amount charged by the auditor for examination and verification of the financial statements for the purpose of rendering an opinion as to their consistency; fairness and conformation to accepted accounting principles. format: double nullable: true benefitsClaimsAndLossAdjustmentExpenseNetValue: type: number description: Sum of net policyholder future benefits and claims; net change in insurance liabilities provisions/reserves; other insurance expenses; and expenses on investment contracts. format: double nullable: true bidDefenceCostsSupplementalValue: type: number description: Expenditure a company incurs when resisting a change in the ownership of its own share capital that cannot be classified in the main Income Statement tree. format: double nullable: true bidDefenceCostsValue: type: number description: Expenditures a company incurs when resisting a change in the ownership of its own share capital. Recognized in the non-operating section of the Income Statement. format: double nullable: true bonusAndDividendsToPolicyholdersValue: type: number description: Payments made or credits extended to the insured by the company; usually at the end of a policy year; results in reducing the net insurance cost to the policyholder. Such dividends/bonus may be paid in cash to the insured or applied by the insured as reductions of the premiums due for the next policy year. format: double nullable: true businessRevenueValue: type: number description: Revenue generated from the company's main business activities. format: double nullable: true changeInTheGrossProvisionForUnearnedPremiumsReinsurersShareValue: type: number description: Change in provision during the period in reinsurer's share is treated as income/expense in the income statement. format: double nullable: true changeInTheGrossProvisionForUnearnedPremiumsValue: type: number description: Provision is the amount set aside from premiums written before the accounting date to cover risks incurred after that date. Any change during the period in such provision is treated as income/expense in the income statement. format: double nullable: true changeInUnearnedPremiumsValue: type: number description: Net change in unearned premiums during the period. format: double nullable: true changesInInsuranceLiabilitiesProvisionsReservesGrossValue: type: number description: Provision for Insurance liabilities includes provision for long term business liabilities; outstanding claims; unexpired risks; general and health insurance liabilities and other provision arising from insurance liabilities. Any change in provision during the year treated as income/expense. format: double nullable: true changesInInsuranceLiabilitiesProvisionsReservesNetValue: type: number description: Change in insurance liabilities; net of reinsurance liabilities recovered. format: double nullable: true changesInInventoriesValue: type: number description: Changes in inventories including purchases that form part of cost of goods sold reported by the company. format: double nullable: true commonSharesGrossDividendsValue: type: number description: Gross value of dividends paid or declared to the common shares. format: double nullable: true comprehensiveIncomeAssetRevaluationGainLossBeforeTaxValue: type: number description: Comprehensive income resulting from asset revaluation gains or losses; before tax effect. format: double nullable: true comprehensiveIncomeAssetRevaluationGainLossNetOfTaxValue: type: number description: Comprehensive income resulting from asset revaluation gains or losses; net of tax effect. format: double nullable: true comprehensiveIncomeAttributableToCompanyValue: type: number description: 'Sum of net income and other unrealized incomes and expenses attributable to the company that are not disclosed in the Income Statement. Includes: unrealized gain or loss from available for sale securities; foreign currency translation adjustments; unrealized gain or loss on hedge or derivative instruments; pension or post-retirement liability adjustments' format: double nullable: true comprehensiveIncomeAttributableToNonControllingInterestsValue: type: number description: 'Sum of net income and other unrealized income and expenses attributable to non-controlling interests that are not disclosed in the Income Statement. Includes: unrealized gain or loss from available for sale securities; foreign currency translation adjustments; unrealized gain or loss on hedge or derivative instruments; and pension or post-retirement liability adjustments' format: double nullable: true comprehensiveIncomeCumulativeForeignExchangeTranslationBeforeTaxValue: type: number description: Comprehensive income resulting from cumulative foreign exchange translation; before tax effect. format: double nullable: true comprehensiveIncomeCumulativeForeignExchangeTranslationNetOfTaxValue: type: number description: Comprehensive income resulting from cumulative foreign exchange translation; net of tax effect. format: double nullable: true comprehensiveIncomeGainLossFromCashFlowHedgesBeforeTaxValue: type: number description: Comprehensive income resulting from gains or losses on cash flow hedges; before tax effect. format: double nullable: true comprehensiveIncomeGainLossFromCashFlowHedgesNetOfTaxValue: type: number description: Comprehensive income resulting from gains or losses on cash flow hedges; net of tax effect. format: double nullable: true comprehensiveIncomeIncludingNonControllingInterestsValue: type: number description: 'Sum of net income and other unrealized incomes and expenses attributable to the company (including the non-controlling interests) that are not disclosed in the Income Statement. Includes: unrealized gain or loss from available for sale securities; foreign currency translation adjustments; unrealized gain or loss on hedge or derivative instruments; pension or post-retirement liability adjustments' format: double nullable: true comprehensiveIncomeInvestmentsGainLossNetOfTaxValue: type: number description: Comprehensive income resulting from investment gains or losses; net of tax effect. format: double nullable: true comprehensiveIncomeOtherBeforeTaxValue: type: number description: Comprehensive income not categorized above; before tax effect. format: double nullable: true comprehensiveIncomeOtherNetOfTaxValue: type: number description: Comprehensive income not categorized above; net of tax effect. format: double nullable: true comprehensiveIncomePensionAndOtherPostretirementBenefitPlansBeforeTaxValue: type: number description: Comprehensive income resulting from pension and other post-retirement benefit plans; before tax effect. format: double nullable: true comprehensiveIncomePensionAndOtherPostretirementBenefitPlansNetOfTaxValue: type: number description: Comprehensive income resulting from pension and other post-retirement benefit plans; net of tax effect. format: double nullable: true convertiblePreferredStockDividendsValue: type: number description: Amount of dividends declared or paid during the accounting period to convertible preferred shareholders. format: double nullable: true costOfGoodsAndServicesValue: type: number description: Cost of goods and services sold reported by the company. Includes- Raw materials purchased for production ; cost of services; cost of goods manufactured; cost of sales/ product sold format: double nullable: true costOfRevenueSupplementalValue: type: number description: Sum of direct material and labor costs incurred in production of finished goods or services that cannot be classified in the main Income Statement tree. format: double nullable: true costOfRevenueValue: type: number description: Costs incurred to provide the goods or services that generate revenue for the company. format: double nullable: true creditCardFeesValue: type: number description: Revenue generated from credit cards fees. format: double nullable: true currencyCode: $ref: '#/components/schemas/CodeMappingString' currentTaxValue: type: number description: Taxes on income that have been expensed during the period. format: double nullable: true custodianFeesValue: type: number description: Fees paid for the custody service of investment assets during the reporting period; including depository fees. format: double nullable: true debtRestructuringSupplementalValue: type: number description: Costs associated with negotiating with bankers; creditors; vendors; and tax authorities while restructuring the company's debt in order to restore liquidity and continue its operations that cannot be broken out in the main Income Statement tree. format: double nullable: true debtRestructuringValue: type: number description: Costs associated with negotiating with bankers; creditors; vendors; and tax authorities while restructuring company's debt in order to restore liquidity and continue its operations; recognized in the non-operating section of the Income Statement. format: double nullable: true deferredPolicyAcquisitionAmortizationExpenseValue: type: number description: Deferred Acquisition Costs (DAC) represents the 'un-recovered investment' in the policies issued and are therefore capitalized as an intangible asset to match costs with related revenues. format: double nullable: true deferredTaxValue: type: number description: Deferred taxes that have been expensed during the period. format: double nullable: true depletionSupplementalValue: type: number description: Allocation of the costs for natural resources; such as oil and mineral deposits; that cannot be broken out in the main Income Statement tree. format: double nullable: true depletionValue: type: number description: Cost allocation for natural resources such as oil and mineral deposits. format: double nullable: true depositInsurancePremiumExpenseValue: type: number description: Expenses paid by the bank for deposit insurance. format: double nullable: true depreciationAmortizationAndDepletionSupplementalValue: type: number description: 'Non-cash expenses for use and obsolescence of assets; charged by allocating the cost of the depreciable assets; intangible assets; or natural resources to the accounting periods during its expected useful life; that cannot be broken out in the main Income Statement tree. Includes: amortization of leased property; intangibles; goodwill; depletion' format: double nullable: true depreciationAmortizationAndDepletionValue: type: number description: 'Non-cash expense to account for use and obsolescence of assets. Charged by allocating the cost of depreciable assets; intangible assets; or natural resources to the accounting periods of its expected useful life. Includes: amortization of leased property; intangibles; goodwill; and depletion' format: double nullable: true depreciationAmortizationCostOfRevenueValue: type: number description: Charges for depreciation and amortization on assets directly related to revenue generation; hence forming part of cost of revenue. Common for airlines. format: double nullable: true depreciationAndAmortizationSupplementalValue: type: number description: Sum of depreciation and amortization that cannot be broken out in the main Income Statement tree. format: double nullable: true depreciationAndAmortizationValue: type: number description: Sum of depreciation and amortization expenses. format: double nullable: true depreciationSupplementalValue: type: number description: Allocation of the costs of depreciable assets to the accounting period that cannot be broken out in the main Income Statement tree. format: double nullable: true depreciationValue: type: number description: Costs of depreciable assets allocated to the accounting period covered by the Income Statement. format: double nullable: true dilutedNetIncomeAvailableToCommonStockholdersValue: type: number description: Net income or loss available to common stockholders after dilution adjustment. format: double nullable: true dilutionToEarningsValue: type: number description: Effect on net income of the company from assuming the conversion of all convertible preferred stock; options; warrants; and convertible debt issued. format: double nullable: true directorAndTrusteeFeesValue: type: number description: Fees paid to directors and trustees. format: double nullable: true directorsRemunerationSupplementalValue: type: number description: Costs for remuneration paid to directors that cannot be broken out in the main Income Statement tree. format: double nullable: true directorsRemunerationValue: type: number description: Costs for remuneration paid to directors. format: double nullable: true discontinuedOperationsPreTaxValue: type: number description: Operating income or loss made by the business segment(s) the company discontinued during the accounting period; recognized in the non-operating section of the Income Statement. format: double nullable: true discontinuedOperationsSupplementalValue: type: number description: Operating income or loss made by the business segment(s) the company discontinued during the accounting period that cannot be broken out in the main Income Statement tree. format: double nullable: true discontinuedOperationsValue: type: number description: 'After-tax income or loss resulting from the discontinued segment(s) or division(s). Includes: gain or loss from disposal of discontinued operations' format: double nullable: true disposalOfBusinessesSupplementalValue: type: number description: Net gain or loss from disposal or sale of businesses during the accounting period that cannot be broken out in the main Income Statement tree. format: double nullable: true disposalOfBusinessesValue: type: number description: Net gain or loss from disposal or sale of businesses/participating interest; Associates; Joint Ventures during the accounting period recognized in the non-operating section of the Income Statement. format: double nullable: true disposalOfDiscontinuedOperationsValue: type: number description: After-tax gain or loss resulting from sale or disposal of discontinued segment(s) or division(s). format: double nullable: true distributionsToPreferStockholdersFromNetInvestmentIncomeValue: type: number description: 'Amount of preferred dividends from net investment income declared or paid during the period. Includes: non-convertible preferred stock dividends; convertible preferred stock dividends; auction preferred shares' format: double nullable: true distributionsToPreferStockholdersFromNetRealizedGainValue: type: number description: 'Amount of preferred dividends from net realized gains declared or paid during the period. Includes: non-convertible preferred stock dividends; convertible preferred stock dividends; auction preferred shares' format: double nullable: true dividendsAndInvestmentIncomeSupplementalValue: type: number description: Income received in the form of dividends on investment in securities that cannot be classified in the main Income Statement tree. format: double nullable: true dividendsAndInvestmentIncomeValue: type: number description: Income received in the form of dividends from investment in securities reported in the non-operating section of the Income Statement. format: double nullable: true dividendsFeesValue: type: number description: Fees paid for dividend distribution services. format: double nullable: true dividendsIncomeRevenueValue: type: number description: Revenue generated from dividends received. format: double nullable: true documentFormType: type: string description: 'The type of document filed by the company: for instance; 10-K (annual report) or 10-Q (quarterly report)' nullable: true documentId: type: integer description: Morningstar Document Id; a unique and unchanging Morningstar identifier assigned to each document format: int64 nullable: true domesticTaxValue: type: number description: Taxes due to the government of the country where the company is domiciled. format: double nullable: true doubleTaxReliefValue: type: number description: Income tax relief given to companies to avoid paying taxes in two or more jurisdictions on the same declared income. format: double nullable: true earningsFromEquityInterestPostTaxValue: type: number description: 'Portion of income or loss of the subsidiary whose financial accounts are not consolidated with the parent or holding or controlling company. Includes: revaluation of previously held interest' format: double nullable: true equipmentExpenseValue: type: number description: Expenditures related to equipment; such as repair; rental; and service contract costs. format: double nullable: true equipmentHireSupplementalValue: type: number description: Costs incurred towards hiring or leasing of equipment by the company during the year that cannot be classified in the main Income Statement tree. format: double nullable: true equipmentHireValue: type: number description: Costs incurred for hiring or leasing equipment during the period. format: double nullable: true exciseTaxesValue: type: number description: Taxes paid by the company that are directly associated with sales or services including excise duties format: double nullable: true expendituresProcessedValue: type: number description: Expenditures Processed Value format: double nullable: true expendituresReimbursedValue: type: number description: Expenditures Reimbursed Value format: double nullable: true expensesOnInvestmentContractValue: type: number description: Sum of investment contract liabilities incurred; reinsurance recoveries from investment contracts; policyholder interest; and bonuses and dividends paid to policyholders. format: double nullable: true expensesOnReportsToShareholdersInvestorsValue: type: number description: Expenses related to providing reports to investors; such as annual meeting expenses and proxy document expenses. format: double nullable: true explorationExpensesSupplementalValue: type: number description: 'Costs incurred by the company to conduct feasibility studies for new wells that cannot be classified in the main Income Statement tree. Includes: mine development expenses' format: double nullable: true explorationExpensesValue: type: number description: 'Costs incurred by the company for feasibility studies for new wells. Includes: mine development expenses' format: double nullable: true extraordinaryItemsValue: type: number description: Carrying value of all non-recurring; special; or exceptional one time events that have occurred during the accounting period. Reported after income tax. format: double nullable: true fairValueGainLossOnInvestmentPropertiesSupplementalValue: type: number description: Net unrealized gain or loss due to changes in fair value of investment properties that cannot be classified in the main Income Statement tree. format: double nullable: true fairValueGainLossOnInvestmentPropertiesValue: type: number description: Net unrealized gain or loss due to changes in fair value of investment properties recognized in the non-operating section of the Income Statement. format: double nullable: true fairValueOrUnrealizedGainLossOnFinancialAssetsSupplementalValue: type: number description: Net unrealized gain or loss due to changes in fair value of financial assets that cannot be classified in the main Income Statement tree. format: double nullable: true fairValueOrUnrealizedGainLossOnFinancialAssetsValue: type: number description: Net unrealized gain or loss due to changes in fair value of financial assets recognized in the non-operating section of the Income Statement. format: double nullable: true fairValueOrUnrealizedGainLossOnInvestmentsRevenueValue: type: number description: Gain/Loss charged to investments still held by the company due to change in market value. format: double nullable: true feesAndCommissionExpenseValue: type: number description: Expenses associated with generating fees and commission revenue; such as the expense for providing services. format: double nullable: true feesAndCommissionIncomeValue: type: number description: 'Revenue generated from the aggregate of service revenue; asset management fees; trust fees; brokerage commission revenue; credit card fees; and other fees/commission income. Includes: all transaction-based revenues' format: double nullable: true feesAndCommissionsExpenseSupplementalValue: type: number description: Expenses associated with generating fees and commission revenue; such as the expense for providing services; that cannot be broken out in the main Income Statement tree. format: double nullable: true feesChargedByAdvisorOrManagerValue: type: number description: Fees Charged By Advisor Or Manager Value format: double nullable: true feesReceivedForAdvisoryOrManagementServicesValue: type: number description: Fees Received For Advisory Or Management Services Value format: double nullable: true feeWaiversValue: type: number description: Fees the company waives in order to keep the fund's net expenses low. format: double nullable: true financeLeaseInterestExpenseValue: type: number description: Finance lease interest expense from non-operating activities. format: double nullable: true financialServicesCompensationSchemeClosedEndFundSupplementalValue: type: number description: Amount paid to the UK's statutory fund to protect investors in case the investment company defaults. Reported in the capital column of the Income Statement. format: double nullable: true fiscalPeriod: type: string description: '' nullable: true fiscalYearEnd: type: string description: The company's fiscal year that it uses to report its financial statements nullable: true foreclosedRealEstateExpenseValue: type: number description: Expenses related Foreclosed assets. Includes foreclosed real estate Expense; other real estate owned (OREO) Expense; Owned Inactive Real Estates Expense; Idle properties expense and other foreclosed assets expense. format: double nullable: true foreignTaxValue: type: number description: Taxes due to the government of the country where the company is not domiciled but generates income. format: double nullable: true gainLossOnDerivativesSupplementalValue: type: number description: Net gain or loss on disposal or sale of derivative instruments that cannot be classified in the main Income Statement tree. format: double nullable: true gainLossOnDerivativesValue: type: number description: Net gain or loss due to changes in the fair value of derivative financial and hedging instruments reported in the non-operating section of the Income Statement. format: double nullable: true gainLossOnDisposalOfInvestmentPropertiesSupplementalValue: type: number description: Net gain or loss due to disposal of investment properties that cannot be classified in the main Income Statement tree. format: double nullable: true gainLossOnDisposalOfInvestmentPropertiesValue: type: number description: Net gain or loss due to disposal of investment properties recognized in the non-operating section of the Income Statement. format: double nullable: true gainLossOnExtinguishmentOfDebtSupplementalValue: type: number description: Gain or loss resulting from paying off debt before it becomes due that cannot be broken out in the main Income Statement tree. format: double nullable: true gainLossOnExtinguishmentOfDebtValue: type: number description: Gain or loss resulting from the issuer of debt recalling the debt before the scheduled maturity date and/or substantially modifying the existing terms of the debt. format: double nullable: true gainLossOnForeignExchangeSupplementalValue: type: number description: Net gain or loss due to fluctuations in exchange rates on foreign currency held during the period that cannot be classified in the main Income Statement tree. format: double nullable: true gainLossOnForeignExchangeValue: type: number description: Net gain or loss due to fluctuation in exchange rates on foreign currencies held during the period and reported in the non-operating section of the Income Statement. format: double nullable: true gainLossOnInvestmentPropertiesSupplementalValue: type: number description: Net gain or loss due to disposal or the fair value changes of investment properties that cannot be classified in the main Income Statement tree. format: double nullable: true gainLossOnInvestmentPropertiesValue: type: number description: Net gain or loss due to disposal or the fair value changes of investment properties recognized in the non-operating section of the Income Statement. format: double nullable: true gainLossOnInvestmentsAndOtherFinancialInstrumentsSupplementalValue: type: number description: Net gain or loss on disposal or sale of investments; including financial instruments and other investments; that cannot be classified in the main Income Statement tree. format: double nullable: true gainLossOnInvestmentsAndOtherFinancialInstrumentsValue: type: number description: Net gain or loss on disposal or sale of investments; including financial instruments and other investments; reported in the non-operating section of the Income Statement. format: double nullable: true gainLossOnInvestmentsFinancialInstrumentsDerivativesSupplementalValue: type: number description: Net gain or loss on disposal or sale of investments; including financial instruments; derivatives; and other investments; that cannot be classified in the main Income Statement tree. format: double nullable: true gainLossOnSaleOfCurrentAssetsSupplementalValue: type: number description: Net gain or loss due to disposal or sale of current assets that cannot be classified in the main Income Statement tree. format: double nullable: true gainLossOnSaleOfCurrentAssetsValue: type: number description: Net gain or loss due to disposal or sale of current asset recognized in the non-operating section of the Income Statement format: double nullable: true gainLossOnSaleOfFixedAssetsSupplementalValue: type: number description: Net gain or loss due to disposal or sale of fixed assets that cannot be broken out in the main Income Statement tree. format: double nullable: true gainLossOnSaleOfFixedAssetsValue: type: number description: Net gain or loss due to disposal or sale of fixed assets recognized in the non-operating section of the Income Statement format: double nullable: true gainLossOnSaleOfInvestmentPropertiesAndOtherRealEstateValue: type: number description: Gain/Loss from selling investment properties format: double nullable: true gainLossOnSaleOfLoansValue: type: number description: Gain/Loss from selling loans. format: double nullable: true gainLossOnSaleOfNonCurrentAssetsSupplementalValue: type: number description: Net gain or loss due to disposal or sale of non-current assets (other than fixed assets) that cannot be classified in the main Income Statement tree. format: double nullable: true gainLossOnSaleOfNonCurrentAssetsValue: type: number description: Net gain or loss due to disposal or sale of non-current asset recognized in the non-operating section of the Income Statement other than Fixed asset format: double nullable: true gainLossOnSaleOfOtherAssetsRevenueValue: type: number description: 'Gain/Loss from selling other assets not categorized above; but in the ordinary course of the bank''s business. Excludes: sales of investments; loans; investment properties; and real estate; one-time irregular asset sale (e.g. PPE). Includes: Foreclosed assets; Other real estate owned (OREO)' format: double nullable: true gainsLossOnDerivativesRevenueValue: type: number description: 'Revenue associated with derivative transactions. Includes: both realized and unrealized gains/losses' format: double nullable: true generalAndAdministrativeExpensesSupplementalValue: type: number description: Expenses that the company incurs not directly tied to a specific function such as manufacturing; production; or sales; that cannot be classified in the main Income Statement tree. format: double nullable: true generalAndAdministrativeExpensesValue: type: number description: Expenses that the company incurs that are not directly tied to a specific function such as manufacturing; production; or sales. format: double nullable: true goodwillImpairmentWriteOffSupplementalValue: type: number description: Amount of goodwill considered to be impaired or written-off during the accounting period that cannot be broken out in the main Income Statement tree. format: double nullable: true goodwillImpairmentWriteOffValue: type: number description: Goodwill considered to be impaired or written off during the accounting period; recognized in the non-operating section of the Income Statement. format: double nullable: true grossExpenseRatioValue: type: number description: The Gross Expense Ratio represents the total gross expenses (net expenses with waivers added back in) divided by the fund's average net assets. If it is not equal to the net expense ratio; the gross expense ratio portrays the fund's expenses had the fund not waived a portion; or all; of its fees. format: double nullable: true grossInterestSupplementalValue: type: number description: Interest paid on borrowings during the year including interest capitalized; that cannot be broken out in the main Income Statement tree. format: double nullable: true grossInterestValue: type: number description: 'Total amount of interest paid during the year reported in the non-operating section of the Income Statement. Include: amortization of loans/debentures/bonds/discounts; pension interest; interest expense on derivatives; interest expense on taxes; interest expense on employee related liabilities; interest expense on payable; etc.' format: double nullable: true grossInvestmentIncomeClosedEndFundSupplementalValue: type: number description: Amount of Gross Investment Income from the capital column of the Income Statement (particularly for UK investment companies). format: double nullable: true grossPremiumsWrittenValue: type: number description: Premiums to be collected as a result of insurance policies written during the period. format: double nullable: true grossProfitValue: type: number description: Difference between the total revenue and the sum of all direct costs incurred to generate the revenue. format: double nullable: true impairmentOfFixedAssetInvestmentsSupplementalValue: type: number description: Loss due to impairment of long-term investments that cannot be classified in the main Income Statement tree. format: double nullable: true impairmentOfFixedAssetInvestmentsValue: type: number description: Loss due to impairment of long-term investments; recognized in the non-operating section of the Income Statement. format: double nullable: true impairmentOfFixedAssetsSupplementalValue: type: number description: Loss due to impairment of property; plant and equipment or any other long-term tangible fixed assets that cannot be classified in the main Income Statement tree. format: double nullable: true impairmentOfFixedAssetsValue: type: number description: Loss due to impairment of property; plant; and equipment or any other long-term tangible fixed asset; recognized in the non-operating section of the Income Statement. format: double nullable: true impairmentOfIntangibleAssetsSupplementalValue: type: number description: Loss due to impairment of intangible assets that cannot be classified in the main Income Statement tree. format: double nullable: true impairmentOfIntangibleAssetsValue: type: number description: Loss due to impairment of intangible assets; recognized in the non-operating section of the Income Statement. format: double nullable: true impairmentReversalsOfInvestmentsRevenueValue: type: number description: 'Provision or impairments decrease a financial instrument''s value to better reflect the current market value (loss); whereas reversals increase values previously impaired (gain).Includes: OTTI (Other than temporary impairment) losses. Except: Equity Method investment' format: double nullable: true impairmentWriteOffWriteDownOfCapitalAssetsSupplementalValue: type: number description: Loss due to impairment; write-off; or write-down of capital assets (property; plant; and equipment and intangibles) that cannot be broken out in the main Income Statement tree. format: double nullable: true impairmentWriteOffWriteDownOfCapitalAssetsValue: type: number description: Loss due to impairment; write-off; or write-down of capital assets (property plant and equipment and intangibles; investment properties; biological Assets; Mineral Properties); recognized in the non-operating section of the Income Statement. format: double nullable: true impairmentWriteOffWriteDownOfOtherAssetsSupplementalValue: type: number description: 'Loss due to write-off or write-down of other assets recognized in the non-operating section of the Income Statement. Includes: write off/ reversal/ recovery of bad debt and doubtful accounts' format: double nullable: true impairmentWriteOffWriteDownOfOtherAssetsValue: type: number description: 'Loss due to write-off or write-down of other assets recognized in the non-operating section of the Income Statement. Includes: write off/ reversal/ recovery of bad debt and doubtful accounts' format: double nullable: true incomeFromAssociatesJointVenturesAndOtherParticipatingInterestsSupplementalValue: type: number description: Income or loss from investments in affiliated companies; joint ventures; and other participating interests accounted for through the equity method that cannot be classified in the main Income Statement tree. format: double nullable: true incomeFromAssociatesJointVenturesAndOtherParticipatingInterestsValue: type: number description: 'Income or loss from investments in affiliated companies; joint ventures and other participating interests accounted for through the equity method and reported in non-operating section of the Income Statement. Includes: income from subsidiaries' format: double nullable: true incomeFromGrantsReceivedOperatingValue: type: number description: Income from grants received reported in the operating section of the Income Statement. format: double nullable: true incomeFromOtherParticipatingInterestsSupplementalValue: type: number description: Income or loss from investments in other participating interests accounted for through the equity method that cannot be classified in the main Income Statement tree. format: double nullable: true incomeFromOtherParticipatingInterestsValue: type: number description: Income or loss from investments in other participating interests accounted for through the equity method and reported in the non-operating section of the Income Statement. format: double nullable: true incomeTaxEffectOfOtherComprehensiveIncomeItemsValue: type: number description: Effect on income taxes resulting from the items listed as other comprehensive income. format: double nullable: true insuranceAndClaimsValue: type: number description: Expenses incurred for insurance. format: double nullable: true insuranceClaimsValue: type: number description: Expenses incurred to pay claims from the bank's insurance business. format: double nullable: true insuranceFeesValue: type: number description: Fees paid for insurance services. format: double nullable: true interestCapitalizedSupplementalValue: type: number description: Allowance on borrowed funds used for long term projects or construction that cannot be broken out in the main Income Statement tree. format: double nullable: true interestCapitalizedValue: type: number description: Allowance on borrowed funds used for long-term projects or construction; reported in the non-operating section of the Income Statement. format: double nullable: true interestExpenseClosedEndFundSupplementalValue: type: number description: Interest Expense from the capital column of the Income Statement (particularly for UK investment companies). format: double nullable: true interestExpenseCostOfRevenueValue: type: number description: Total expenses from interest payments related to holding deposits; debt; capital lease obligations; repurchase agreements; and other activities. format: double nullable: true interestExpenseForCentralBankFundsPurchasedAndSecuritiesSoldUnderAgreementsToRepurchaseValue: type: number description: Expenses associated with paying interest on funds purchased from the central bank and securities sold with the obligation to buy them back at a higher price on a later date. format: double nullable: true interestExpenseForDebtAndCapitalLeaseObligationsValue: type: number description: Expenses associated with paying interest on Debt and Capital Lease Obligations. format: double nullable: true interestExpenseForDepositValue: type: number description: Expenses associated with interest on holding deposits. format: double nullable: true interestExpenseForFederalHomeLoanBankAndFederalReserveBankAdvancesValue: type: number description: Expenses associated with paying interest on loans from the Federal Home Loan Bank and Federal Reserve Bank. format: double nullable: true interestExpenseForLongTermDebtAndCapitalLeaseObligationValue: type: number description: Expenses associated with paying interest on long term debt and capital lease obligations. format: double nullable: true interestExpenseForSecuritiesValue: type: number description: Expenses associated with paying interest on securities. format: double nullable: true interestExpenseForShortTermDebtAndCapitalLeaseObligationsValue: type: number description: Expenses associated with paying interest on short term debt and capital lease obligations. format: double nullable: true interestExpenseNetOfCapitalizedInterestSupplementalValue: type: number description: Interest paid on borrowings during the year net of interest capitalized; that cannot be broken out in the main Income Statement tree. format: double nullable: true interestExpenseNetOfCapitalizedInterestValue: type: number description: Total amount of interest paid during the year; net of interest capitalized; reported in the non-operating section of the Income Statement. format: double nullable: true interestIncomeFromCentralBankFundsSoldAndSecuritiesPurchasedUnderAgreementsToResellValue: type: number description: Revenue generated through interest on treasuries which the central bank will repurchase back over a period of time. format: double nullable: true interestIncomeFromDepositsValue: type: number description: Revenue generated through interest payments on deposits. format: double nullable: true interestIncomeFromLeasesValue: type: number description: Revenue generated through interest payments on lease arrangements. format: double nullable: true interestIncomeFromLoansAndLeaseValue: type: number description: Revenue generated from interest payments on loans and leases. format: double nullable: true interestIncomeFromLoansValue: type: number description: Revenue generated through interest payments on loans to customers and businesses. format: double nullable: true interestIncomeFromSecuritiesValue: type: number description: Revenue generated through interest payments from holding investment securities; trading account securities; and other money market investments. format: double nullable: true interestIncomeRevenueValue: type: number description: Total revenue from interest generated through loans/leases to customers; securities; deposits; repurchase agreements; and other sources. format: double nullable: true interestIncomeSupplementalValue: type: number description: Amount of interest received during the year that cannot be broken out in the main Income Statement tree. format: double nullable: true interestIncomeValue: type: number description: Amount of interest received during the year; reported in the non-operating section of the Income Statement. format: double nullable: true investmentContractLiabilitiesIncurredValue: type: number description: Investment contract liabilities consists of claims incurred in the year less the corresponding elimination of the policyholder liability originally recognized in the balance sheet and the investment return credited to policyholders. format: double nullable: true irregularIncomeExpensesValue: type: number description: Carrying value of all irregular; unusual; nonrecurring; special; or exceptional events that have either occurred or given effect during the accounting period reported in the non-operating section of the Income Statement. format: double nullable: true isBestKnown: $ref: '#/components/schemas/CodeMappingBoolean' isCalculatedOrCopy: $ref: '#/components/schemas/CodeMappingLong' isConsolidated: $ref: '#/components/schemas/CodeMappingBoolean' isFiscalYearEndChange: $ref: '#/components/schemas/CodeMappingBoolean' isIncomplete: $ref: '#/components/schemas/CodeMappingBoolean' isIrregularPeriod: $ref: '#/components/schemas/CodeMappingBoolean' jointVentureExceptionalItemsSupplementalValue: type: number description: Joint venture-related unusual expense or income that is unlikely to occur again in the normal course of business (such as joint venture disposals or impairments) that cannot be classified in the main Income Statement tree. format: double nullable: true jointVentureExceptionalItemsValue: type: number description: Joint venture-related unusual expenses or income that is unlikely to occur again in the normal course of business. For example; joint venture disposals or impairments. Recognized in the non-operating section of the Income Statement. format: double nullable: true leaseRevenueFromJointVenturesValue: type: number description: Lease Revenue From Joint Ventures Value format: double nullable: true legalAccountingAuditingAndConsultingFeesValue: type: number description: Sum of all professional fees such as legal; accounting or consulting expenses incurred by the company due to external third parties for their services. format: double nullable: true legalFeesSupplementalValue: type: number description: Fees charged by external third parties for providing legal service to the company that cannot be classified in the main Income Statement tree. format: double nullable: true legalFeesValue: type: number description: Fees charged by external third parties for providing legal services to the company. format: double nullable: true liquidityFeesValue: type: number description: Fees paid to the company from the investors' redemption proceeds under certain conditions. format: double nullable: true listingStockExchangeFeesValue: type: number description: Fees paid to list shares on public stock exchanges. format: double nullable: true litigationExpenseSupplementalValue: type: number description: Expenses from a litigation settlement that cannot be classified in the main Income Statement tree. format: double nullable: true litigationExpenseValue: type: number description: Loss sustained through legal proceedings after settling controversies or disputes in a court of law. Recognized in the non-operating section of the Income Statement. format: double nullable: true litigationIncomeExpenseSupplementalValue: type: number description: Net gain or loss generated through legal methods for settling controversies or disputes or litigation that cannot be broken out in the main Income Statement tree. format: double nullable: true litigationIncomeExpenseValue: type: number description: Net gain or loss generated through legal methods for settling controversies or disputes or litigation. Recognized in the non-operating section of the Income Statement. format: double nullable: true litigationIncomeSupplementalValue: type: number description: Income from a litigation settlement that cannot be classified in the main Income Statement tree. format: double nullable: true litigationIncomeValue: type: number description: Gain generated through legal proceedings after settling controversies or disputes in a court of law. Recognized in the non-operating section of the Income Statement. format: double nullable: true longTermInterestExpenseValue: type: number description: Long-term interest expense from non-operating activities. format: double nullable: true managementResponsibleEntityFeesSupplementalValue: type: number description: Fees paid by the company to its investment advisors for investment and portfolio management services that cannot be classified in the main Income Statement tree. format: double nullable: true mergerAndAcquisitionIncomeExpenseSupplementalValue: type: number description: 'Costs incurred during merger and acquisition transactions that cannot be broken out in the main Income Statement tree. Includes: demerger and spin-off expenses. Includes: negative goodwill; Bargain purchase' format: double nullable: true mergerAndAcquisitionIncomeExpenseValue: type: number description: 'Costs incurred during the merger and acquisition transactions recognized in the non-operating section of the Income Statement. Includes: negative goodwill; Bargain purchase' format: double nullable: true mineralPropertyLeaseExpensesCostOfRevenueValue: type: number description: Expenses to lease mineral property- producing mines during the accounting period. format: double nullable: true netExpenseRatioValue: type: number description: The percentage of fund assets used to pay for operating expenses and management fees; including 12b-1 fees; administrative fees; and all other asset-based costs incurred by the fund; except brokerage costs. Fund expenses are reflected in the fund's NAV. Sales charges are not included in the expense ratio. format: double nullable: true netFeesAndCommissionIncomeValue: type: number description: Fees and commission income less fees and commission expense. format: double nullable: true netForeignExchangeGainLossRevenueValue: type: number description: Gain/Loss due to changes in foreign currency exchange rates. format: double nullable: true netIncomeAfterExtraordinaryItemsAndDiscontinuedOperationsValue: type: number description: Net income of the company after accounting for extraordinary items and discontinued operations. format: double nullable: true netIncomeAfterNonControllingMinorityInterestsComprehensiveIncomeValue: type: number description: Net income; after accounting for non-controlling interests; reported in the comprehensive income table. format: double nullable: true netIncomeAfterNonControllingMinorityInterestsValue: type: number description: Net income or loss of the company after non-controlling interests attribution. format: double nullable: true netIncomeAllocatedToCommonUnitholdersValue: type: number description: Net income allocated to limited partners and subordinate unitholders. format: double nullable: true netIncomeAllocatedToGeneralPartnerValue: type: number description: Net income allocated to general partners. format: double nullable: true netIncomeAllocatedToLimitedPartnerValue: type: number description: Net income allocated to limited partners. format: double nullable: true netIncomeAllocatedToSubordinateUnitholdersValue: type: number description: Net income allocated to subordinate unitholders. format: double nullable: true netIncomeAttributableToTheCompanyLimitedPartnershipValue: type: number description: Net income attributable to the Limited Partnership company. format: double nullable: true netIncomeAvailableToCommonStockholdersValue: type: number description: Net income available to common stockholders after accounting for all adjustments and preferred dividends. format: double nullable: true netIncomeFromContinuingOperationsValue: type: number description: Net income or loss of the company before giving effect to after-tax extraordinary items and discontinued operations. format: double nullable: true netIncomeIncludingNonControllingInterestsLimitedPartnershipValue: type: number description: Net income attributable to the Limited Partnership company; including the income attributable to the non-controlling interests. format: double nullable: true netIncomeRatioValue: type: number description: This ratio reveals the percentage of current income earned per share. The income ratio can be used as a gauge of how much of the total return comes from income. format: double nullable: true netInterestIncomeExpenseSupplementalValue: type: number description: Difference between total interest income and total interest expense that cannot be broken out in the main Income Statement tree. format: double nullable: true netInterestIncomeExpenseValue: type: number description: Difference between total interest income and total interest expense reported in the non-operating section of the Income Statement. format: double nullable: true netInterestIncomeValue: type: number description: Interest income less interest expense. format: double nullable: true netInvestmentBankingIncomeValue: type: number description: Revenue from wide range of investment banking services; esp. M&A; divestitures; restructuring; spin-offs; underwriting newly issued shares for clients; less the related expenses. format: double nullable: true netInvestmentIncomeClosedEndFundSupplementalValue: type: number description: Amount of Net Investment Income from the capital column of the Income Statement (particularly for UK investment companies). format: double nullable: true netInvestmentIncomeRevenueValue: type: number description: Net income on investments after adjusting for losses; impairment; and reversals. format: double nullable: true netInvestmentIncomeSupplementalValue: type: number description: Net realized gain or loss from investment assets such as bonds; stocks; mutual funds; loans; investments in affiliated companies; foreign exchange; and other investments that cannot be classified in the main Income Statement tree. format: double nullable: true netInvestmentIncomeValue: type: number description: Net realized gain or loss from investment assets such as bonds; stocks; mutual funds; loans; investments in affiliated companies; foreign exchange and other investments reported in the non-operating section of the Income Statement. format: double nullable: true netPremiumsEarnedValue: type: number description: 'Net revenue from insurance premiums. Includes: net bank-owned life insurance income; gross premiums; and claims reported above operating expenses' format: double nullable: true netPremiumsWrittenValue: type: number description: Gross premiums written less premiums ceded out. format: double nullable: true netTradingIncomeRevenueValue: type: number description: Aggregate revenue generated from trading investment instruments. format: double nullable: true nonAuditFeesPaidToAuditorSupplementalValue: type: number description: Fees paid to the auditor by the company for non-audit related services rendered that cannot be broken out in the main Income Statement tree. format: double nullable: true nonAuditFeesPaidToAuditorValue: type: number description: Amount paid to the auditor for any non-audit related services rendered. format: double nullable: true nonControllingInterestsLimitedPartnershipValue: type: number description: Portion of net income attributable to non-controlling shareholders of a Limited Partnership company. format: double nullable: true nonControllingMinorityInterestsValue: type: number description: Carrying value of net worth of a subsidiary pertaining to common stock not owned by the controlling company and its consolidated subsidiaries. format: double nullable: true nonInterestExpensesAndOtherIncomeValue: type: number description: Sum of all non-interest expenses; income from participating interests; irregular income/expenses; and other income/expense that does not fit in any of the previous categories. format: double nullable: true nonInterestExpensesValue: type: number description: Sum of all regular expenses excluding interest expenses. format: double nullable: true nonInterestIncomeValue: type: number description: Total revenue less net interest income. format: double nullable: true nonOperatingIncomeExpensesTotalValue: type: number description: Aggregate value of all income and expenses not associated with normal business operations and recognized by the company in the non-operating section of the Income Statement. format: double nullable: true occupancyAndEquipmentExpenseSupplementalValue: type: number description: Occupancy and equipment expenses that cannot be broken out in the main Income Statement tree. format: double nullable: true occupancyAndEquipmentExpenseValue: type: number description: Sum of occupancy expense and equipment expense. format: double nullable: true occupancyExpenseSupplementalValue: type: number description: Usually disclosed as rental expenses or just as an occupancy expense that cannot be broken out in the main Income Statement tree. Occupancy expenses consist of items such as property rentals; repairs and maintenance of property; utilities; land and other property taxes or levies. This category should be used for all companies with the exception of property trusts. format: double nullable: true occupancyExpenseValue: type: number description: Expenditures related to items such as depreciation of facilities; lease payments; property taxes; and property and casualty insurance. format: double nullable: true ongoingChargeValue: type: number description: A figure published annually by an investment company which shows the drag on performance caused by operational expenses. More specifically; it is the annual percentage reduction in shareholder returns as a result of recurring operational expenses assuming markets remain static and the portfolio is not traded. format: double nullable: true operatingExpenseAsReportedSupplementalValue: type: number description: Total operating expenses reported by the company on the face of the Income Statement. format: double nullable: true operatingIncomeExpensesValue: type: number description: Aggregate value of all income and expenses either directly associated with normal business operations or recognized by the company in the operating section of the Income Statement. format: double nullable: true operatingLeaseExpenseSupplementalValue: type: number description: Sum of all rent expenses incurred by the company for operating leases during the year that cannot be broken out in the main Income Statement tree. format: double nullable: true operatingLeaseExpenseValue: type: number description: Expenses incurred by the company for operating leases during the year. format: double nullable: true operationAndMaintenanceExpensesValue: type: number description: Costs incurred for maintenance of assets such as inspecting; cleaning; adjusting; repairing etc. format: double nullable: true operationMaintenanceAndRepairsValue: type: number description: Expenses for the maintenance and repair of equipment directly related to revenue generation; hence forming part of cost of revenue. Common for Airlines. format: double nullable: true organizationExpenseValue: type: number description: Expenses from the organization and offering costs related to a newly established fund/trust. format: double nullable: true otherAdjustmentsToNetIncomeAttributableToTheCompanyValue: type: number description: Other adjustments to net income to arrive at net income of the Limited Partnership company not categorized above. format: double nullable: true otherAdjustmentsToNetIncomeAvailableToCommonStockholdersValue: type: number description: Other adjustments to net income to arrive at net income available to common stockholders not categorized above. format: double nullable: true otherComprehensiveIncomeBeforeTaxValue: type: number description: Total other comprehensive income or loss; before tax effect. format: double nullable: true otherComprehensiveIncomeNetOfTaxValue: type: number description: Total other comprehensive income or loss; net of tax. format: double nullable: true otherConsultantProfessionalFeesValue: type: number description: Fees paid for professional services; excluding legal; accounting and audit services. format: double nullable: true otherCostOfRevenueValue: type: number description: Other costs not categorized above that are directly related to revenue generation; hence forming part of cost of revenue. format: double nullable: true otherDistributionsValue: type: number description: Other adjustments related to stock dividends excluding participating preference stock format: double nullable: true otherExpensesNonOperatingValue: type: number description: Expenses from any other non-operating activity not categorized above. format: double nullable: true otherExpensesOperatingValue: type: number description: Expenses from any other activity associated with normal operations that are not categorized above. format: double nullable: true otherExpensesSupplementalValue: type: number description: Expenses from any other activity associated with normal operations that are not categorized as operating in nature and cannot be broken out in the main Income Statement tree. format: double nullable: true otherExpensesValue: type: number description: Expenses from any other activity associated with normal operations that are not categorized as operating in nature. format: double nullable: true otherFeesAndCommissionIncomeValue: type: number description: 'Other fees and commission income not categorized above. Includes: settlement and clearing fees' format: double nullable: true otherFeesOrExpensesChargedValue: type: number description: Other Fees Or Expenses Charged Value format: double nullable: true otherFeesOrExpensesReceivedValue: type: number description: Other Fees Or Expenses Received Value format: double nullable: true otherFeesValue: type: number description: Other fees paid for investment operations. format: double nullable: true otherFinanceExpensesValue: type: number description: 'Total amount of other finance expenses incurred during the year reported in the non-operating section of the Income Statement. Includes: amortization of deferred financing costs; amortization of debt issuance costs' format: double nullable: true otherFinanceIncomeExpensesValue: type: number description: Difference between total other finance income and total other finance expenses reported in the non-operating section of Income Statement. format: double nullable: true otherFinanceIncomeValue: type: number description: Total amount of other finance income earned during the year reported in the non-operating section of the Income Statement. format: double nullable: true otherIncomeExpenseNonOperatingValue: type: number description: Income or expenses from any other activity; not categorized above. format: double nullable: true otherIncomeExpenseOperatingValue: type: number description: 'Income or expenses from any other activity associated with normal operations that are not categorized above. Includes: amortization of deferred revenues/sales commissions/charges/ etc. as these are related to deferred or accrued operating income/expense' format: double nullable: true otherIncomeExpensesValue: type: number description: 'Other income/expenses not categorized above. Includes: amortization of deferred revenues/sales commissions/charges/etc. as these are related to deferred or accrued income/expense' format: double nullable: true otherIncomeNonOperatingValue: type: number description: Income from any other non-operating activity not categorized above. format: double nullable: true otherIncomeOperatingValue: type: number description: 'Income from any other activity associated with normal operations that are not categorized above. Includes: fees and commission income' format: double nullable: true otherIncomeSupplementalValue: type: number description: 'Income from any other activity associated with normal operations not categorized above and that cannot be classified in the main Income Statement tree. Includes: fees and commission income' format: double nullable: true otherIncomeValue: type: number description: Revenue from any other activity that are not categorized as operating in nature. format: double nullable: true otherInsuranceExpensesValue: type: number description: Other insurance expenses not categorized above. format: double nullable: true otherInterestExpenseValue: type: number description: Other interest expenses not categorized above. format: double nullable: true otherInterestIncomeValue: type: number description: Other interest revenue generated not categorized above. format: double nullable: true otherInvestmentIncomeRevenueValue: type: number description: Other investment related revenue not categorized above; includes investment expense. format: double nullable: true otherInvestmentIncomeSupplementalValue: type: number description: Gain or loss on any other investment not categorized above and that cannot be classified in the main Income Statement tree. format: double nullable: true otherInvestmentIncomeValue: type: number description: Gain or loss on any other investment not categorized above. format: double nullable: true otherIrregularExpensesSupplementalValue: type: number description: Costs incurred for any other non-recurring activity not categorized above that cannot be broken out in the main Income Statement tree. format: double nullable: true otherIrregularExpensesValue: type: number description: Expenses from any other non-recurring activities not categorized above. Recognized in the non-operating section of the Income Statement. format: double nullable: true otherIrregularIncomeExpensesSupplementalValue: type: number description: 'Income or expense from any other non-recurring activity not categorized above that cannot be broken out in the main Income Statement tree. Includes: acquired in-process research and development' format: double nullable: true otherIrregularIncomeExpensesValue: type: number description: 'Income or expenses from any other non-recurring activities not categorized above. Recognized in the non-operating section of the Income Statement. Includes: acquired in-process research and development' format: double nullable: true otherIrregularIncomeSupplementalValue: type: number description: Income from any other non-recurring activity not categorized above that cannot be broken out in the main Income Statement tree. format: double nullable: true otherIrregularIncomeValue: type: number description: Income generated from any other non-recurring activities not categorized above. Recognized in the non-operating section of the Income Statement. format: double nullable: true otherNetOfTaxesAdjustmentsValue: type: number description: Other after-tax adjustments to net income not categorized above. format: double nullable: true otherNonInterestExpensesValue: type: number description: All other non-interest expenses not categorized above. format: double nullable: true otherPartnerEquityLimitedPartnershipValue: type: number description: Other partners' equity of a Limited Partnership company not categorized above. format: double nullable: true otherProfessionalAccountingAndConsultingFeesSupplementalValue: type: number description: Other accounting and consulting fees not categorized above and that cannot be classified in the main Income Statement tree. format: double nullable: true otherProfessionalAccountingAndConsultingFeesValue: type: number description: 'Other professional fees not categorized above. Includes : accounting fees and consulting fees.' format: double nullable: true otherProvisionExpenseWriteBackValue: type: number description: Other provisions not categorized as provision for doubtful accounts. format: double nullable: true otherProvisionsSupplementalValue: type: number description: Provisions not categorized above that cannot be broken out in the main Income Statement tree. format: double nullable: true otherRealizedInvestmentIncomeRevenueValue: type: number description: Realized gain/loss on other investment related activity included in revenue during the reporting period. format: double nullable: true otherRentSupplementalValue: type: number description: Other rental expenses incurred during the year on assets other than equipment and property; that cannot be classified in the main Income Statement tree. format: double nullable: true otherRentValue: type: number description: Other rental expenses incurred during the period not categorized above. format: double nullable: true otherRevenueValue: type: number description: 'Other revenue not categorized above. Includes: lease termination revenue' format: double nullable: true otherStaffCostsValue: type: number description: Other staff costs not categorized above. format: double nullable: true otherTaxValue: type: number description: 'Other income tax expense not categorized above. Includes: recognition of additional deferred tax' format: double nullable: true otherUnderwritingExpensesValue: type: number description: Other underwriting expenses not categorized above. format: double nullable: true otherUnrealizedInvestmentIncomeRevenueValue: type: number description: Unrealized gain/loss on other investment related activity included in revenue during the reporting period. format: double nullable: true otherWaiversValue: type: number description: Amount of other waivers. format: double nullable: true pensionAndOtherEmployeeBenefitsCostsSupplementalValue: type: number description: 'Costs incurred for pensions; retirement; and other employee benefits that cannot be broken out in the main Income Statement tree. Includes: provision for employee entitlements' format: double nullable: true pensionAndOtherEmployeeBenefitsCostsValue: type: number description: 'Costs incurred related to pensions; retirement; and other employee benefits. Includes: provision for employee entitlements' format: double nullable: true performanceFeesValue: type: number description: Agreed upon fees paid to the fund manager if the investment performance target was achieved or exceeded. format: double nullable: true policyholderBenefitsAndClaimsGrossValue: type: number description: Total provision in the period for future policy benefits; claims incurred and costs incurred in the claims settlement process before the effects of reinsurance arrangements. format: double nullable: true policyholderBenefitsCededReinsuranceRecoveriesValue: type: number description: Net amount in the period for future policy benefits and costs incurred under policies assumed and estimated recoupments under policies ceded. format: double nullable: true policyholderFutureBenefitsAndClaimsNetValue: type: number description: Provision for benefits; claims and claims settlement expenses incurred during the period net of the effects of contracts assumed and ceded. format: double nullable: true policyholderInterestValue: type: number description: Periodic income payment provided to the annuitant by the insurance company; which is determined by the assumed interest rate (AIR) and other factors. format: double nullable: true portfolioTurnoverRatioValue: type: number description: Measures the portfolio manager's trading activity by taking the lesser of purchases or sales (excluding all securities with maturities of less than one year) and dividing by average monthly net assets. format: double nullable: true preferredDividendsPreTaxDistributionValue: type: number description: Pretax value of dividends accrued; actual cash dividend payments; or provision for preferred dividends if in arrears on the company's preferred shares. format: double nullable: true preferredGrossDividendsValue: type: number description: Gross value of dividends that are accrued and paid to the company's preferred shares. format: double nullable: true preferredInterestLimitedPartnershipValue: type: number description: Portion of net income or loss of the Limited Partnership company attributable to preferred stockholders. format: double nullable: true preferredOtherStockDistributionValue: type: number description: Amount of dividends declared or paid during the accounting period to preferred or other shareholders. format: double nullable: true preferredStockDividendsValue: type: number description: Amount of dividends declared or paid during the accounting period to preferred shareholders includes non-convertible preferred stock dividends format: double nullable: true premiumsCededOutValue: type: number description: Premiums payable to another party in exchange for reinsurance. format: double nullable: true pretaxIncomeValue: type: number description: 'Income or loss generated during the accounting period before accounting for any federal; state or local taxes. Excludes: extraordinary items reported net of taxes' format: double nullable: true propertyExpensesAndHotelOperatingCostValue: type: number description: Expenses paid to maintain properties or operate lodging services directly related to revenue generation; hence forming part of cost of revenue. Common for REITs and Real Estate firms. format: double nullable: true propertyExpensesClosedEndFundSupplementalValue: type: number description: Amount of Property Expenses from the capital column of the Income Statement (particularly for UK investment companies). format: double nullable: true propertyOrAssetManagementFeesChargedValue: type: number description: Property Or Asset Management Fees Charged Value format: double nullable: true propertyOrAssetManagementFeesReceivedValue: type: number description: Property Or Asset Management Fees Received Value format: double nullable: true propertyRentSupplementalValue: type: number description: Costs of occupying property during the period that cannot be classified in the main Income Statement tree. format: double nullable: true propertyRentValue: type: number description: Costs of occupying property during the period. format: double nullable: true provisionAndImpairmentForLoanLossesAndCreditRiskValue: type: number description: 'Losses and provisions that relate to loan defaults; credit risk and doubtful accounts (Account receivable; other receivable; Interest Receivable; and Trade receivable) Includes: provision for impairment of loans; write off/ reversal/ recovery /provision of bad debt and doubtful accounts and Provision and impairment of (Due from bank; Balances with bank; Interbank transaction; deposit; expected credit loss (ECL); off-balance sheet; Lease receivable; Loan commitment; financial guarantee contracts; acceptances and commitments and guarantees)' format: double nullable: true provisionExpenseWriteBackValue: type: number description: Sum of all provisions reported in operating expenses other than income tax; excise tax; or sales tax. format: double nullable: true provisionForDoubtfulAccountsSupplementalValue: type: number description: Amount of the current period expense charged against operations; the offset of which is generally the allowance for doubtful accounts for the purpose of reducing receivables; that cannot be classified in the main Income Statement tree. format: double nullable: true provisionForDoubtfulAccountsValue: type: number description: Amount recorded as expense in current period to account for possible uncollectable accounts receivable; trade Receivable and other Receivable. format: double nullable: true provisionForIncomeTaxValue: type: number description: Sum of all taxes on income earned. Expensed during the accounting period. format: double nullable: true provisionsSupplementalValue: type: number description: Sum of all provisions other than income tax; excise or sales tax; reported in the notes to consolidated statements that cannot be broken out in the main Income Statement tree. format: double nullable: true purchasedFuelPowerAndGasValue: type: number description: Expenses for fuel; power; and gas directly related to revenue generation; hence forming part of cost of revenue. Common for Airlines. format: double nullable: true realizedGainLossOnDerivativesRevenueValue: type: number description: Realized gain/loss on derivative investment activity included in revenue during the reporting period. Excludes gain/loss on Foreign Currency Exchange. format: double nullable: true realizedGainLossOnDerivativesValue: type: number description: Net gain or loss due to derivative related transactions during the period. format: double nullable: true realizedGainLossOnForeignCurrencyExchangeRevenueValue: type: number description: Realized gain/loss on Foreign Currency Exchange related activity included in revenue during the reporting period. format: double nullable: true realizedGainLossOnForeignExchangeValue: type: number description: Net amount of gains and losses related to foreign exchange recognized during the period. format: double nullable: true realizedGainLossOnFuturesContractsValue: type: number description: Realized gain/loss on futures contract investment activity included in revenue during the reporting period. format: double nullable: true realizedGainLossOnInterestRateSwapContractsValue: type: number description: Realized gain/loss on interest rate swap contract investment activity included in revenue during the reporting period. format: double nullable: true realizedGainLossOnInvestmentPropertiesRevenueValue: type: number description: Realized gains or losses included in revenue as a result of investment property transactions. format: double nullable: true realizedGainLossOnInvestmentSecuritiesRevenueValue: type: number description: Realized gain/loss on investment securities included in revenue during the reporting period. format: double nullable: true realizedGainLossOnInvestmentsRevenueValue: type: number description: Capital gains/losses from selling securities held. format: double nullable: true realizedGainLossOnOtherDerivativesValue: type: number description: Realized gain/loss on other derivative investment activities not yet classified included in revenue during the reporting period. format: double nullable: true realizedGainLossOnWrittenOptionsValue: type: number description: Realized gain/loss on written option investment activity included in revenue during the reporting period. format: double nullable: true realizedGainOnForeignCurrencyExchangeValue: type: number description: Realized gain on Foreign Currency Exchange related activity included in revenue during the reporting period. format: double nullable: true realizedLossOnForeignCurrencyExchangeValue: type: number description: Realized loss on Foreign Currency Exchange related activity included in revenue during the reporting period. format: double nullable: true recoveriesFromTenantsValue: type: number description: Recoveries From Tenants Value format: double nullable: true registrationFeesValue: type: number description: Filing fees incurred when registering with regulators or other governing bodies. Includes Blue Sky fees or other regulatory expenses as reported in the annual report. format: double nullable: true reinsuranceRecoveriesChangeInInsuranceLiabilitiesValue: type: number description: Amount received from Reinsurer related to provision of insurance liabilities. format: double nullable: true reinsuranceRecoveriesInvestmentContractValue: type: number description: Amount received from Reinsurer related to investment contract liability. format: double nullable: true rentalIncomeRevenueValue: type: number description: Income generated from rental assets; such as office space owned by the company and leased to another party. format: double nullable: true rentalIncomeSupplementalValue: type: number description: Income earned from leasing out properties; such as commercial spaces; to third parties; that cannot be classified in the main Income Statement tree. format: double nullable: true rentalIncomeValue: type: number description: Income earned from leasing out properties; such as commercial spaces; to third parties; recognized in the non-operating section of the Income Statement. format: double nullable: true rentalRevenueValue: type: number description: Operating revenue generated from rental assets. format: double nullable: true rentAndLandingFeesCostOfRevenueValue: type: number description: Expenses paid to use the facilities directly related to revenue generation; hence forming part of cost of revenue. Commonly used for retail; restaurants; airlines; and real estate companies. format: double nullable: true rentExpenseSupplementalValue: type: number description: 'Rent expenses incurred by the company for operating leases during the year; that cannot be broken out in the main Income Statement tree. Includes: landing fees' format: double nullable: true rentExpenseValue: type: number description: 'Expenses incurred by the company for operating leases during the year. Includes: equipment hire; property rent; other rent; landing.' format: double nullable: true reportedEffectiveTaxRateValue: type: number description: The average tax rate for the period as reported by the company; may be the same or not the same as Morningstar's standardized definition format: double nullable: true reportedNetInvestmentIncomeValue: type: number description: Amount of Net Investment Income as reported by the company. format: double nullable: true reportedNonInterestExpenseValue: type: number description: This is an expense that banking companies incur apart from interest expenses. format: double nullable: true reportedNonInterestIncomeValue: type: number description: Amount of non-interest income as reported by the company. format: double nullable: true reportedNormalizedEbitdaValue: type: number description: Reported Normalized EBITDA represents earnings before interest and taxes; and depreciation & amortization adjusted for items that are irregular or unusual in nature; and/or are non-recurring as reported by the company. format: double nullable: true reportedNormalizedEbitValue: type: number description: Reported Normalized EBIT represents earnings before interest and taxes adjusted for items that are irregular or unusual in nature; and/or are non-recurring as reported by the company. format: double nullable: true reportedNormalizedIncomeValue: type: number description: Net income that is adjusted for the effects of seasonality and income/expenses that are unusual or one-time in nature reported by the company; usually in the notes to the financial statements or management discussion and analysis. format: double nullable: true reportedNormalizedOperatingProfitValue: type: number description: Reported Normalized Operating Profit represents Operating Profit net of irregular or unusual and non-recurring items as reported by the company. format: double nullable: true reportedTaxEffectOfAssociateExceptionalItemsForNormalizedEarningsCalculationValue: type: number description: Taxes on associate exceptional items reported by the company. format: double nullable: true reportedTaxEffectOfDeferredTaxAssetAndLiabilityForNormalizedEarningsCalculationValue: type: number description: Deferred tax asset or liability reported by the company. format: double nullable: true reportedTaxEffectOfExceptionalItemsForNormalizedEarningsCalculationValue: type: number description: Taxes on normalized exceptional items or changes in tax rates reported by the company. format: double nullable: true reportedTaxEffectOfIrregularItemsValue: type: number description: Total tax effect of irregular items reported by the company. format: double nullable: true reportedTaxEffectOfMinorityExceptionalItemsForNormalizedEarningsCalculationValue: type: number description: Taxes on minority interest exceptional items reported by the company. format: double nullable: true reportPeriodLength: type: integer description: 'Indicates number of period length reported by the company: for instance; 12-month annual report has report period length as 12.' format: int32 nullable: true reportPeriodLengthType: type: string description: 'Indicates unit of period length reported by the company: for instance; 12-month annual report has report period length type as months. General period length types include days; weeks; months and quarters.' nullable: true reportRawEndDate: type: string description: The actual report date when the company reports its financial statements nullable: true researchAndDevelopmentExpensesSupplementalValue: type: number description: Costs incurred related to creating and developing new processes; applications; techniques; and products; that cannot be broken out in the main Income Statement tree. format: double nullable: true researchAndDevelopmentExpensesValue: type: number description: Costs incurred for creating and developing new processes; applications; techniques and products. format: double nullable: true restructuringAndReorganizationExpenseSupplementalValue: type: number description: Costs incurred in the process of restructuring or reorganizing for laying off employees or severance; closing manufacturing plants; shifting production to new locations; writing-off assets; etc. to improve the business and recover financially in the long-term. These costs cannot be broken out in the main Income Statement tree. format: double nullable: true restructuringAndReorganizationIncomeExpenseValue: type: number description: Costs incurred in the process of restructuring and reorganizing for laying off employees or severance; closing manufacturing plants; shifting production to new location; writing-off assets; etc. to improve the business and recover financially in the long-term. Recognized in the non-operating section of the Income Statement. format: double nullable: true restructuringExpenseValue: type: number description: Costs incurred during the process of restructuring and reorganizing to lay-off employees; pay severance; close manufacturing plants; shift production to new locations; write-off assets; etc. to improve the business and recover financially in the long-term. Recognized in the non-operating section of the Income Statement. format: double nullable: true royaltiesCostValue: type: number description: Amount paid for using another party's patent or copyrighted material in the course of conducting activities directly related to revenue generation; hence forming part of cost of revenue. format: double nullable: true saleOfInvestmentSecuritiesOfAffiliatedIssuersValue: type: number description: Realized gain/loss from the sale of securities of affiliated issuers included in revenue during the reporting period. format: double nullable: true saleOfInvestmentSecuritiesOfUnaffiliatedIssuersValue: type: number description: Realized gain/loss from the sale of securities of unaffiliated issuers included in revenue during the reporting period. format: double nullable: true salesReturnAndAllowancesDiscountsValue: type: number description: Reductions or adjustments to revenue due to customer returns; allowances; and discounts. format: double nullable: true securitiesBrokerageCommissionRevenueValue: type: number description: 'Revenue from commissions in the brokerage department. Includes: Brokerage fees' format: double nullable: true sellingAndMarketingExpensesSupplementalValue: type: number description: 'Sum of all costs incurred relating to the selling of merchandise that cannot be classified in the main Income Statement tree. Includes: picking; packing; warehousing; order charges; selling expenses; marketing expenses; distribution costs; commission expenses' format: double nullable: true sellingAndMarketingExpensesValue: type: number description: Sum of all costs that enable selling of merchandise including picking; packing; warehousing; order charges; distribution; advertising; marketing and sales commission format: double nullable: true sellingGeneralAndAdministrativeExpensesSupplementalValue: type: number description: Sum of all costs incurred relating to selling; general and administrative functions that cannot be classified in the main Income Statement tree. format: double nullable: true sellingGeneralAndAdministrativeExpensesValue: type: number description: Sum of all costs incurred relating to selling; general and administrative functions. format: double nullable: true serviceRevenuesValue: type: number description: Revenue generated from providing services to customers; such as monthly service charges. format: double nullable: true shareOfDiscontinuedOperationsValue: type: number description: After-tax income or loss of the segment(s) or division(s) of the company that have been discontinued. format: double nullable: true shareOfProfitAndInterestFromAssociatesSupplementalValue: type: number description: Income or loss from investments in affiliated companies accounted for through the equity method that cannot be classified in the main Income Statement tree. format: double nullable: true shareOfProfitAndInterestFromAssociatesValue: type: number description: Income or loss from investments in affiliated companies accounted for through the equity method and reported in the non-operating section of the Income Statement. format: double nullable: true shareOfProfitAndInterestFromJointVentureSupplementalValue: type: number description: Income or loss from investments in joint ventures accounted for through the equity method that cannot be classified in the main Income Statement tree. format: double nullable: true shareOfProfitAndInterestFromJointVenturesValue: type: number description: Income or loss from investments in joint ventures accounted for through the equity method and reported in the non-operating section of the Income Statement. format: double nullable: true shortTermInterestExpenseValue: type: number description: Short-term interest expense from non-operating activities. format: double nullable: true socialSecurityCostsSupplementalValue: type: number description: Costs incurred with respect to Social Security of the employees that cannot be classified in the main Income Statement tree. format: double nullable: true socialSecurityCostsValue: type: number description: Costs incurred with respect to Social Security of the employees. format: double nullable: true specialGrossDividendsValue: type: number description: Gross value of additional dividend payments made by the board to its shareholders that are separate from the normal recurring dividend cycle. format: double nullable: true staffCostCostOfRevenueValue: type: number description: Amount paid to employees in order to complete activities directly related to revenue generation; hence forming part of cost of revenue. Common for service-based companies like restaurants and airlines. format: double nullable: true staffCostsValue: type: number description: Sum of all costs incurred by the company relating to employees; officers; and directors. For example; remuneration or wages; stock based compensation; social security; pension; and other employee benefits. format: double nullable: true stockBasedCompensationSupplementalValue: type: number description: 'Costs incurred by the company for granting stock options to reward employees that cannot be broken out in the main Income Statement tree. Includes: share-based payments' format: double nullable: true stockBasedCompensationValue: type: number description: 'Costs incurred by the company for granting stock options to reward employees. Includes: share based payments' format: double nullable: true subadvisorFeesValue: type: number description: Fees paid to subadvisors for handling day-to-day management. format: double nullable: true taxAttributableToPolicyholdersReturnsValue: type: number description: Net of tax profit attributable to policyholders. format: double nullable: true taxesCostOfRevenueValue: type: number description: 'Taxes directly related to revenue generation; hence forming part of cost of revenue. Includes: all taxes in COR - production; property; sales; etc.' format: double nullable: true taxesOtherThanIncomeTaxesValue: type: number description: 'Other operating taxes that are not related to income; excise; or sales levied on the revenue of the entity. Includes: production and severance taxes; operating tax and surcharges' format: double nullable: true taxOnFxAdjustmentsValue: type: number description: Taxes on the foreign exchange adjustments made by the company. format: double nullable: true telecommunicationExpenseValue: type: number description: Expenses incurred for communication services. format: double nullable: true templateCode: $ref: '#/components/schemas/CodeMappingString' totalExpensesValue: type: number description: Costs incurred to provide the goods or services that generate revenue for the Entity. format: double nullable: true totalGrossDividendsValue: type: number description: Gross (before tax) amount of distributions to the company's shareholders. format: double nullable: true totalNetFinanceIncomeExpenseValue: type: number description: Difference between total interest and other finance income and total interest and other finance expense reported in the non-operating section of the Income Statement. format: double nullable: true totalNetIncomeAfterExtraordinaryItemsAndDiscontinuedOperationsComprehensiveIncomeValue: type: number description: Total net income after extraordinary items and discontinued operations reported in the comprehensive income table. format: double nullable: true totalOperatingExpensesClosedEndFundSupplementalValue: type: number description: Amount of total operating expenses from the capital column of the Income Statement (particularly for UK investment companies). format: double nullable: true totalOperatingProfitLossAsReportedSupplementalValue: type: number description: Total Operating Profit/Loss reported by the company on the face of the Income Statement. format: double nullable: true totalOperatingProfitLossValue: type: number description: Profit or loss realized by calculating the difference between sales and total operating expenses. format: double nullable: true totalRevenueAsReportedSupplementalValue: type: number description: Amount of gross revenue as reported by the company. format: double nullable: true totalRevenueValue: type: number description: Sum of all revenues or sales that the company can attribute to operational activities of the business less discounts; sales returns; and allowances. format: double nullable: true trailCommissionsClosedEndFundSupplementalValue: type: number description: Amount of Trail Commissions from the capital column of the Income Statement (particularly for UK investment companies). format: double nullable: true transactionCostClosedEndFundSupplementalValue: type: number description: Amount of transaction costs from the capital column of the Income Statement (particularly for UK investment companies). format: double nullable: true transactionCostsValue: type: number description: Fees paid for the purchase or sale of investments. format: double nullable: true transferAgentFeesValue: type: number description: Fees paid for transfer agent services; such as recording ownership of shares and processing dividends. format: double nullable: true trustAndFiduciaryFeesValue: type: number description: Revenue from transaction fees on trusts. format: double nullable: true typeOfPeriod: type: string description: Indicates the period type of financial statements. The period types include Discrete; Cumulative; Annual; TTM and Others. Discrete means a 3-month period for a quarter report and a 6-month period for a semi-annual report (SA1); Cumulative means a year-to-date period such as 6 months (Q2) and 9 months (Q3); Annual means a 12-month period; TTM means a derived trailing 12 months period; Others is used for exceptional or unusual cases such as when a Fiscal Year End Change (FYC) occurs. nullable: true unadjustedRevenueValue: type: number description: Revenue derived based on requirements from NASDAQ. For companies using the bank industry template; it is calculated using Net Interest Income; adding back interest expense to derive interest income revenue for the bank; and adding non-interest income to derive unadjusted revenue. For companies using the normal; insurance and investment templates; unadjusted revenue is the same as the company's total revenue. format: double nullable: true unitOfReport: type: integer description: 'The unit that the company uses when reporting the values within its financial statements: for instance; 1000 for value reported in thousands.' format: int64 nullable: true unrealizedGainLossOnDerivativesRevenueValue: type: number description: Unrealized gain/loss on derivative investment activity included in revenue during the reporting period. Excludes gain/loss on Foreign Currency Exchange. format: double nullable: true unrealizedGainLossOnDerivativesValue: type: number description: Net gain or loss due to changes in fair value of derivative financial and hedging instruments. format: double nullable: true unrealizedGainLossOnForeignCurrencyExchangeRevenueValue: type: number description: Unrealized gain/loss on Foreign Currency Exchange related activity included in revenue during the reporting period. format: double nullable: true unrealizedGainLossOnForeignExchangeValue: type: number description: Net amount of foreign exchange gains and losses due to translation to the functional/reporting currency. format: double nullable: true unrealizedGainLossOnFuturesContractsValue: type: number description: Unrealized gain/loss on futures contract investment activity included in revenue during the reporting period. format: double nullable: true unrealizedGainLossOnInterestRateSwapContractsValue: type: number description: Unrealized gain/loss on interest rate swap contract investment activity included in revenue during the reporting period. format: double nullable: true unrealizedGainLossOnInvestmentSecuritiesRevenueValue: type: number description: Unrealized gain/loss on investment securities included in revenue during the reporting period. format: double nullable: true unrealizedGainLossOnOtherDerivativesValue: type: number description: Unrealized gain/loss on other derivative investment activities not yet classified included in revenue during the reporting period. format: double nullable: true unrealizedGainLossOnWrittenOptionsValue: type: number description: Unrealized gain/loss on written option investment activity included in revenue during the reporting period. format: double nullable: true unrealizedGainOnForeignCurrencyExchangeValue: type: number description: Unrealized gain on Foreign Currency Exchange related activity included in revenue during the reporting period. format: double nullable: true unrealizedGainOnInvestmentSecuritiesValue: type: number description: Unrealized gain on investment securities included in revenue during the reporting period. format: double nullable: true unrealizedGainOnOtherDerivativesValue: type: number description: Unrealized gain on other derivative investment activities not yet classified included in revenue during the reporting period. format: double nullable: true unrealizedLossOnForeignCurrencyExchangeValue: type: number description: Unrealized loss on Foreign Currency Exchange related activity included in revenue during the reporting period. format: double nullable: true unrealizedLossOnInvestmentSecuritiesValue: type: number description: Unrealized loss on investment securities included in revenue during the reporting period. format: double nullable: true unrealizedLossOnOtherDerivativesValue: type: number description: Unrealized loss on other derivative investment activities not yet classified included in revenue during the reporting period. format: double nullable: true vatIrrecoverableRecoveredClosedEndFundSupplementalValue: type: number description: Amount of irrecoverable or recovered VAT from the capital column of the Income Statement (particularly for UK investment companies). format: double nullable: true wagesAndSalariesValue: type: number description: Costs incurred relating to payment of wages or salaries to employees or officers of the company. format: double nullable: true writeDownFixedAssetsSupplementalValue: type: number description: Loss due to write-downs of fixed assets that cannot be classified in the main Income Statement tree. format: double nullable: true writeDownFixedAssetsValue: type: number description: Loss due to write-down of fixed assets recognized in the non-operating section of the Income Statement. format: double nullable: true writeDownIntangibleAssetsSupplementalValue: type: number description: Loss due to write-downs of intangible assets that cannot be classified in the main Income Statement tree. format: double nullable: true writeDownIntangibleAssetsValue: type: number description: Loss due to write-down of intangible assets recognized in the non-operating section of the Income Statement. format: double nullable: true writeDownOtherAssetsValue: type: number description: Loss due to write-down of assets recognized in the non-operating section of the Income Statement. format: double nullable: true writeDownSupplementalValue: type: number description: Loss due to write-downs of assets that cannot be classified in the main Income Statement tree. format: double nullable: true writeOffBadDebtsSupplementalValue: type: number description: Loss due to write-offs of bad debts that cannot be classified in the main Income Statement tree. format: double nullable: true writeOffBadDebtsValue: type: number description: Loss due to write off of bad debts recognized in the non-operating section of the Income Statement. format: double nullable: true writeOffFixedAssetsSupplementalValue: type: number description: Loss due to write-offs of fixed assets that cannot be classified in the main Income Statement tree. format: double nullable: true writeOffFixedAssetsValue: type: number description: Loss due to write-off of fixed assets recognized in the non-operating section of the Income Statement. format: double nullable: true writeOffIntangibleAssetsSupplementalValue: type: number description: Loss due to write-offs of intangible assets that cannot be classified in the main Income Statement tree. format: double nullable: true writeOffIntangibleAssetsValue: type: number description: Loss due to write off of intangible assets recognized in the non-operating section of the Income Statement. format: double nullable: true writeOffOtherAssetsValue: type: number description: Loss due to write-off of assets recognized in the non-operating section of the Income Statement. format: double nullable: true writeOffSupplementalValue: type: number description: Loss due to write-offs of other assets that cannot be classified in the main Income Statement tree. format: double nullable: true numberOfMonths: type: integer description: '' format: int32 nullable: true reportPeriod: type: string description: '' nullable: true reportType: type: string description: '' nullable: true additionalProperties: false title: OutputIncomeStatement OutputSegmentsEnhanced: type: object properties: reportPeriodEndDate: type: string description: The standardized report date when the company reports its financial statements. Standardized report date will be either 28 or 29 (February); 30 or 31. nullable: true accessionNumber: type: string description: The US Securities And Exchange Commission (SEC) 18-digit unique identifier assigned automatically to an accepted submission by its filer system. The first 10 digits comprise the Central Index Key (CIK) of the entity submitting the filing. The next 2 digits represent the year. The last series of digits comprise a sequential count of submitted filings from that CIK. The count is usually; but not always; reset to 0 at the start of each calendar year. nullable: true currencyCode: $ref: '#/components/schemas/CodeMappingString' documentFormType: type: string description: 'The type of document filed by the company: for instance; 10-K (annual report) or 10-Q (quarterly report)' nullable: true documentId: type: integer description: Morningstar Document Id; a unique and unchanging Morningstar identifier assigned to each document format: int32 nullable: true fiscalYearEnd: type: string description: The company's fiscal year that it uses to report its financial statements nullable: true isActiveSegment: $ref: '#/components/schemas/CodeMappingBoolean' isAdjustedSegment: $ref: '#/components/schemas/CodeMappingBoolean' isBestKnown: $ref: '#/components/schemas/CodeMappingBoolean' isCalculatedOrCopy: $ref: '#/components/schemas/CodeMappingInt' isCalculatedSegment: $ref: '#/components/schemas/CodeMappingBoolean' isFiscalYearEndChange: $ref: '#/components/schemas/CodeMappingBoolean' isIrregularPeriod: $ref: '#/components/schemas/CodeMappingBoolean' isPrimarySegment: $ref: '#/components/schemas/CodeMappingBoolean' reitSegmentName: type: string description: The standard segment name of REITs' revenue breakdown. nullable: true segmentDescription: type: string description: The brief information related to the business activity of the company at segment level nullable: true segmentFileDate: type: string description: The date of the company's filings where segment value was collected nullable: true segmentHierarchyLevel: type: integer description: 'A number that represents where the segment name belongs in its parent-child structure: 1 denotes the segment name is a parent item; 2 denotes the segment name is a child item. Parent-child structure is defined as (i) sum of all child item values equals to parent item value and (ii) segment name with level number = 2 is a child item of preceding segment name with level number = 1.' format: int32 nullable: true segmentId: type: string description: An auto-generated id assigned to each individual reported company's segment name. When data type is reported; each segment name will have a unique segment id that will be consistent across all report periods. When data type is standardized (applies only to geographic segment); the segment id will be the same with the linked reported geographic segment name before applying the Morningstar Country-Region Taxonomy Methodology. nullable: true segmentIsSubTotal: $ref: '#/components/schemas/CodeMappingInt' segmentNameNativeLanguage: type: string description: Name of the business; geographic segments and different types of revenue breakdown in the native and/or local language if other than English nullable: true segmentPercentage: type: number description: The calculated percentage of each segment value relative to the company's total segment value format: double nullable: true segmentName: type: string description: '' nullable: true segmentSequentialOrder: type: integer description: 'A sequential number generated when data is collected to represent the order of the as reported segment name: Order number should be ascending with the purpose of maintaining the appropriate parent-child relationship that is determined by level number.' format: int32 nullable: true segmentValue: type: number description: The value or amount of the segment data point for each segment format: double nullable: true unitOfReport: type: integer description: 'The unit that the company uses when reporting the values within its financial statements: for instance; 1000 for value reported in thousands.' format: int64 nullable: true segmentDataPoint: type: string description: '' nullable: true numberOfMonths: type: integer description: '' format: int32 nullable: true reportPeriod: type: string description: '' nullable: true reportType: type: string description: '' nullable: true segmentType: type: string description: '' nullable: true additionalProperties: false title: OutputSegmentsEnhanced OutputAverageRates: type: object properties: reportPeriodEndDate: type: string description: The standardized report date when the company reports its financial statements. Standardized report date will be either 28 or 29 (February); 30 or 31. nullable: true assetTurnover10YearAverage: type: number description: This data point is calculated by summing all available asset turnover values derived from every financial report in the stipulated 10 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Return on Asset is calculated using Total Revenue (TTM) divided by Average Total Assets. format: double nullable: true assetTurnover1YearAverage: type: number description: This data point is calculated by summing all available asset turnover values derived from every financial report in the stipulated 1 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Return on Asset is calculated using Total Revenue (TTM) divided by Average Total Assets. format: double nullable: true assetTurnover3YearAverage: type: number description: This data point is calculated by summing all available asset turnover values derived from every financial report in the stipulated 3 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Return on Asset is calculated using Total Revenue (TTM) divided by Average Total Assets. format: double nullable: true assetTurnover5YearAverage: type: number description: This data point is calculated by summing all available asset turnover values derived from every financial report in the stipulated 5 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Return on Asset is calculated using Total Revenue (TTM) divided by Average Total Assets. format: double nullable: true capitalExpenditureCalculated5YearAverage: type: number description: This data point is calculated by summing all available capital expenditure values derived from every financial report in the stipulated 5 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Capital Expenditure is calculated by summing up outflows for Property; Plant & Equipment; Intangibles; Exploration and Mine development costs and Reported Capital Expenditures. format: double nullable: true cashAndCashEquivalents1YearAverage: type: number description: This data point is calculated by summing all available cash and cash equivalents values collected from every financial report (quarterly; semi-annual; annual) between the beginning and ending of the stipulated 1 year period; then dividing by the number of available inputs. Cash and Cash Equivalents represent total of cash on hand and/or in bank and investments which company has reported as cash equivalents. format: double nullable: true cashCashEquivalentsAndShortTermInvestments1YearAverage: type: number description: This data point is calculated by summing all available cash; cash equivalents and short term investments values collected from every financial report (quarterly; semi-annual; annual) between the beginning and ending of the stipulated 1 year period; then dividing by the number of available inputs. Cash; Cash Equivalents and Short Term Investments represent total of cash on hand and/or in bank; investments which company has reported as cash equivalents and all short term financial investments. format: double nullable: true cashConversionCycle5YearAverage: type: number description: This data point is calculated by summing all available cash conversion cycle values derived from every financial report in the stipulated 5 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Cash Conversion Cycle is calculated using Days in Sales + Days in Inventory - Days in Payment. format: double nullable: true cashFlowFromOperationsCalculated5YearAverage: type: number description: This data point is calculated by summing all available cash flow from operations (calc) values derived from every financial report in the stipulated 5 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Cash Flow from Operations (Calc) is calculated using Net Cash Flow from Operating Activities - Changes in Net Working Capital. format: double nullable: true commonEquityBookValue1YearAverage: type: number description: This data point is calculated by summing all available common equity book values derived from every financial report (quarterly; semi-annual; annual) between the beginning and ending of the stipulated 1 year period; then dividing by the number of available inputs. Common Equity Book Value is calculated using Equity Attributable to Parent Stockholders - Preferred Stock - Stock Options/Warrants/Deferred Shares/Convertible Debentures. format: double nullable: true currencyCode: type: string description: The three-letter ISO Code for the country associated to an holding. Different types of securites apply different country assignment methodologies. The country is derived from the Morningstar Business Country methodology for equity holdings; while it is sourced from third party vendors for non-equity holdings. nullable: true currentLiabilities1YearAverage: type: number description: This data point is calculated by summing all available current liabilities values collected from every financial report (quarterly; semi-annual; annual) between the beginning and ending of the stipulated 1 year period; then dividing by the number of available inputs. Current Liabilities represent sum of all liabilities/obligations that are expected to be repaid within one year or a normal operating cycle (whichever is longer). format: double nullable: true daysInInventory5YearAverage: type: number description: This data point is calculated by summing all available days in inventory values derived from every financial report in the stipulated 5 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Days in Inventory is calculated using Days of Period (365 for TTM) divided by Inventory Turnover Ratio. format: double nullable: true daysInPayment5YearAverage: type: number description: This data point is calculated by summing all available days in payment values derived from every financial report in the stipulated 5 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Days in Payment is calculated using Days of Period (365 for TTM) divided by Payable Turnover Ratio. format: double nullable: true daysInSales5YearAverage: type: number description: This data point is calculated by summing all available days in sales values derived from every financial report in the stipulated 5 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Days in Sales is calculated using Days of Period (365 for TTM) divided by Receivable Turnover Ratio. format: double nullable: true earningsBeforeTaxMargin5YearAverage: type: number description: This data point is calculated by summing all available earnings before tax margin values derived from every financial report in the stipulated 5 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Earnings Before Tax Margin is calculated using pretax income divided by total revenue. format: double nullable: true ebitda5YearAverage: type: number description: This data point is calculated by summing all available EBITDA values derived from every financial report in the stipulated 5 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. EBITDA is calculated using EBIT + Depreciation; Amortization and Depletion. format: double nullable: true ebitdaMargin5YearAverage: type: number description: This data point is calculated by summing all available EBITDA margin values derived from every financial report in the stipulated 5 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. EBITDA Margin is calculated using EBITDA divided by Total Revenue. format: double nullable: true equityMultiplier5YearAverage: type: number description: This data point is calculated by summing all available equity multiplier values derived from every financial report in the stipulated 5 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Equity Multiplier is calculated using Total Assets divided by Total Equity. format: double nullable: true fixedAssetTurnover10YearAverage: type: number description: This data point is calculated by summing all available fixed asset turnover values derived from every financial report in the stipulated 10 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Fixed Asset Turnover is calculated using Total Revenue (TTM) / (Average Net Property; Plant and Equipment/Net Mineral Property Interests and Exploration Assets). format: double nullable: true fixedAssetTurnover1YearAverage: type: number description: This data point is calculated by summing all available fixed asset turnover values derived from every financial report in the stipulated 1 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Fixed Asset Turnover is calculated using Total Revenue (TTM) / (Average Net Property; Plant and Equipment/Net Mineral Property Interests and Exploration Assets). format: double nullable: true fixedAssetTurnover3YearAverage: type: number description: This data point is calculated by summing all available fixed asset turnover values derived from every financial report in the stipulated 3 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Fixed Asset Turnover is calculated using Total Revenue (TTM) / (Average Net Property; Plant and Equipment/Net Mineral Property Interests and Exploration Assets). format: double nullable: true fixedAssetTurnover5YearAverage: type: number description: This data point is calculated by summing all available fixed asset turnover values derived from every financial report in the stipulated 5 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Fixed Asset Turnover is calculated using Total Revenue (TTM) / (Average Net Property; Plant and Equipment/Net Mineral Property Interests and Exploration Assets). format: double nullable: true freeCashFlowToEquityHolders5YearAverage: type: number description: This data point is calculated by summing all available free cash flow to equity holders values derived from every financial report in the stipulated 5 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Free Cash Flow to Equity Holders is calculated using Cash Flow from Operating Activities - Changes in Net Working Capital - Capital Expenditures. format: double nullable: true freeCashFlowToNetIncome5YearAverage: type: number description: This data point is calculated by summing all available free cash flow to net income values derived from every financial report in the stipulated 5 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Free Cash Flow to Net Income is calculated using the Free Cash Flow divided by Net Income. format: double nullable: true freeCashFlowToRevenue10YearAverage: type: number description: This data point is calculated by summing all available free cash flow to revenue values derived from every financial report in the stipulated 10 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Free Cash Flow to Revenue is calculated using the Free Cash Flow divided by Total Revenue. format: double nullable: true freeCashFlowToRevenue1YearAverage: type: number description: This data point is calculated by summing all available free cash flow to revenue values derived from every financial report in the stipulated 1 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Free Cash Flow to Revenue is calculated using the Free Cash Flow divided by Total Revenue. format: double nullable: true freeCashFlowToRevenue3YearAverage: type: number description: This data point is calculated by summing all available free cash flow to revenue values derived from every financial report in the stipulated 3 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Free Cash Flow to Revenue is calculated using the Free Cash Flow divided by Total Revenue. format: double nullable: true freeCashFlowToRevenue5YearAverage: type: number description: This data point is calculated by summing all available free cash flow to revenue values derived from every financial report in the stipulated 5 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Free Cash Flow to Revenue is calculated using the Free Cash Flow divided by Total Revenue. format: double nullable: true grossMargin10YearAverage: type: number description: This data point is calculated by summing all available gross margin values derived from every financial report in the stipulated 10 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Gross Margin is calculated using gross profit divided by total revenue. format: double nullable: true grossMargin1YearAverage: type: number description: This data point is calculated by summing all available gross margin values derived from every financial report in the stipulated 1 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Gross Margin is calculated using gross profit divided by total revenue. format: double nullable: true grossMargin3YearAverage: type: number description: This data point is calculated by summing all available gross margin values derived from every financial report in the stipulated 3 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Gross Margin is calculated using gross profit divided by total revenue. format: double nullable: true grossMargin5YearAverage: type: number description: This data point is calculated by summing all available gross margin values derived from every financial report in the stipulated 5 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Gross Margin is calculated using gross profit divided by total revenue. format: double nullable: true interestRate2YearAverage: type: number description: This data point is calculated by summing all available interest rate values derived from every financial report in the stipulated 2 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Interest Rate is calculated using interest expense reported in income statement divided by a company's total debt from balance sheet. format: double nullable: true interestRate5YearAverage: type: number description: This data point is calculated by summing all available interest rate values derived from every financial report in the stipulated 5 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Interest Rate is calculated using interest expense reported in income statement divided by a company's total debt from balance sheet. format: double nullable: true inventories1YearAverage: type: number description: This data point is calculated by summing all available inventory values collected from every financial report (quarterly; semi-annual; annual) between the beginning and ending of the stipulated 1 year period; then dividing by the number of available inputs. Inventories represent merchandise bought or produced for resale; or supplies and raw materials purchased for use in revenue producing operations; that are expected to be turned into cash within one year or a normal operating cycle (whichever is longer). format: double nullable: true inventoryTurnover10YearAverage: type: number description: This data point is calculated by summing all available inventory turnover values derived from every financial report in the stipulated 10 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Inventory Turnover is calculated using Cost of Revenue (TTM) divided by Average Inventories. format: double nullable: true inventoryTurnover1YearAverage: type: number description: This data point is calculated by summing all available inventory turnover values derived from every financial report in the stipulated 1 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Inventory Turnover is calculated using Cost of Revenue (TTM) divided by Average Inventories. format: double nullable: true inventoryTurnover3YearAverage: type: number description: This data point is calculated by summing all available inventory turnover values derived from every financial report in the stipulated 3 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Inventory Turnover is calculated using Cost of Revenue (TTM) divided by Average Inventories. format: double nullable: true inventoryTurnover5YearAverage: type: number description: This data point is calculated by summing all available inventory turnover values derived from every financial report in the stipulated 5 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Inventory Turnover is calculated using Cost of Revenue (TTM) divided by Average Inventories. format: double nullable: true investedCapital1YearAverage: type: number description: This data point is calculated by summing all available invested capital values derived from every financial report (quarterly; semi-annual; annual) between the beginning and ending of the stipulated 1 year period; then dividing by the number of available inputs. Invested Capital is calculated by summing up Total Equity; Debt and Capital Lease obligations. format: double nullable: true netIncomeAvailableToCommonStockholders5YearAverage: type: number description: This data point is calculated by summing all available net income available to common stockholders values collected from every financial report in the stipulated 5 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. format: double nullable: true netMineralPropertyInterestsAndExplorationAssets1YearAverage: type: number description: This data point is calculated by summing all available net mineral property interests and exploration assets values collected from every financial report (quarterly; semi-annual; annual) between the beginning and ending of the stipulated 1 year period; then dividing by the number of available inputs. Net Mineral Property Interests and Exploration Assets represent total book value of all Mineral Property Interests and Exploration/Evaluation Assets; net of all Accumulated Amortization. format: double nullable: true netOperatingAssets1YearAverage: type: number description: This data point is calculated by summing all available net operating assets values derived from every financial report (quarterly; semi-annual; annual) between the beginning and ending of the stipulated 1 year period; then dividing by the number of available inputs. Net Operating Assets is calculated using Total Assets - Total Liabilities + (Total Debt - Cash). format: double nullable: true netProfitMargin10YearAverage: type: number description: This data point is calculated by summing all available net profit margin values derived from every financial report in the stipulated 10 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Net Profit Margin is calculated using Net Income from Continuing Operations divided by Total Revenue. format: double nullable: true netProfitMargin1YearAverage: type: number description: This data point is calculated by summing all available net profit margin values derived from every financial report in the stipulated 1 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Net Profit Margin is calculated using Net Income from Continuing Operations divided by Total Revenue. format: double nullable: true netProfitMargin3YearAverage: type: number description: This data point is calculated by summing all available net profit margin values derived from every financial report in the stipulated 3 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Net Profit Margin is calculated using Net Income from Continuing Operations divided by Total Revenue. format: double nullable: true netProfitMargin5YearAverage: type: number description: This data point is calculated by summing all available net profit margin values derived from every financial report in the stipulated 5 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Net Profit Margin is calculated using Net Income from Continuing Operations divided by Total Revenue. format: double nullable: true netPropertyPlantAndEquipment1YearAverage: type: number description: This data point is calculated by summing all available net property; plant and equipment values collected from every financial report (quarterly; semi-annual; annual) between the beginning and ending of the stipulated 1 year period; then dividing by the number of available inputs. Net Property; Plant and Equipment represents total net book value of all the tangible assets that are used by a company in its business operations calculated using Gross Property; Plant and Equipment; less Accumulated Depreciation and Impairment. format: double nullable: true operatingMargin10YearAverage: type: number description: This data point is calculated by summing all available operating margin values derived from every financial report in the stipulated 10 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Operating Margin is calculated using total operating profit/loss divided by total revenue. format: double nullable: true operatingMargin1YearAverage: type: number description: This data point is calculated by summing all available operating margin values derived from every financial report in the stipulated 1 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Operating Margin is calculated using total operating profit/loss divided by total revenue. format: double nullable: true operatingMargin3YearAverage: type: number description: This data point is calculated by summing all available operating margin values derived from every financial report in the stipulated 3 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Operating Margin is calculated using total operating profit/loss divided by total revenue. format: double nullable: true operatingMargin5YearAverage: type: number description: This data point is calculated by summing all available operating margin values derived from every financial report in the stipulated 5 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Operating Margin is calculated using total operating profit/loss divided by total revenue. format: double nullable: true payablesAndAccruedExpensesCurrent1YearAverage: type: number description: This data point is calculated by summing all available payables and accrued expenses; current values collected from every financial report (quarterly; semi-annual; annual) between the beginning and ending of the stipulated 1 year period; then dividing by the number of available inputs. Payables and Accrued Expenses; Current represents sum of all payables owed and expenses accrued; due for payment within one year or a normal operating cycle (whichever is longer). format: double nullable: true receivableTurnover5YearAverage: type: number description: This data point is calculated by summing all available receivable turnover values derived from every financial report in the stipulated 5 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Receivable Turnover is calculated using Total Revenue (TTM) divided by Average Trade Accounts Receivable. format: double nullable: true returnOnAsset10YearAverage: type: number description: This data point is calculated by summing all available return on asset values derived from every financial report in the stipulated 10 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Return on Asset is calculated using Net Income from Continuing Operations (TTM) divided by Average Total Assets. format: double nullable: true returnOnAsset1YearAverage: type: number description: This data point is calculated by summing all available return on asset values derived from every financial report in the stipulated 1 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Return on Asset is calculated using Net Income from Continuing Operations (TTM) divided by Average Total Assets. format: double nullable: true returnOnAsset3YearAverage: type: number description: This data point is calculated by summing all available return on asset values derived from every financial report in the stipulated 3 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Return on Asset is calculated using Net Income from Continuing Operations (TTM) divided by Average Total Assets. format: double nullable: true returnOnAsset5YearAverage: type: number description: This data point is calculated by summing all available return on asset values derived from every financial report in the stipulated 5 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Return on Asset is calculated using Net Income from Continuing Operations (TTM) divided by Average Total Assets. format: double nullable: true returnOnEquity10YearAverage: type: number description: This data point is calculated by summing all available return on equity values derived from every financial report in the stipulated 10 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Return on Equity is calculated using Net Income from Continuing Operations (TTM) divided by Average Total Equity format: double nullable: true returnOnEquity1YearAverage: type: number description: This data point is calculated by summing all available return on equity values derived from every financial report in the stipulated 1 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Return on Equity is calculated using Net Income from Continuing Operations (TTM) divided by Average Total Equity format: double nullable: true returnOnEquity3YearAverage: type: number description: This data point is calculated by summing all available return on equity values derived from every financial report in the stipulated 3 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Return on Equity is calculated using Net Income from Continuing Operations (TTM) divided by Average Total Equity format: double nullable: true returnOnEquity5YearAverage: type: number description: This data point is calculated by summing all available return on equity values derived from every financial report in the stipulated 5 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Return on Equity is calculated using Net Income from Continuing Operations (TTM) divided by Average Total Equity format: double nullable: true returnOnInvestedCapital10YearAverage: type: number description: This data point is calculated by summing all available return on invested capital values derived from every financial report in the stipulated 10 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Return on Invested Capital is calculated using Net operating profit after tax (TTM) divided by Invested Capital. format: double nullable: true returnOnInvestedCapital1YearAverage: type: number description: This data point is calculated by summing all available return on invested capital values derived from every financial report in the stipulated 1 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Return on Invested Capital is calculated using Net operating profit after tax (TTM) divided by Invested Capital. format: double nullable: true returnOnInvestedCapital3YearAverage: type: number description: This data point is calculated by summing all available return on invested capital values derived from every financial report in the stipulated 3 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Return on Invested Capital is calculated using Net operating profit after tax (TTM) divided by Invested Capital. format: double nullable: true returnOnInvestedCapital5YearAverage: type: number description: This data point is calculated by summing all available return on invested capital values derived from every financial report in the stipulated 5 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Return on Invested Capital is calculated using Net operating profit after tax (TTM) divided by Invested Capital. format: double nullable: true revenueToEmployee10YearAverage: type: number description: This data point is calculated by summing all available revenue to employee values derived from every financial report (quarterly; semi-annual; annual) between the beginning and ending of the stipulated 10 year period; then dividing by the number of available inputs. Revenue to Employee is calculated using Total Revenue (TTM) divided by Number of Full Time Employees. format: double nullable: true revenueToEmployee1YearAverage: type: number description: This data point is calculated by summing all available revenue to employee values derived from every financial report (quarterly; semi-annual; annual) between the beginning and ending of the stipulated 1 year period; then dividing by the number of available inputs. Revenue to Employee is calculated using Total Revenue (TTM) divided by Number of Full Time Employees. format: double nullable: true revenueToEmployee3YearAverage: type: number description: This data point is calculated by summing all available revenue to employee values derived from every financial report (quarterly; semi-annual; annual) between the beginning and ending of the stipulated 3 year period; then dividing by the number of available inputs. Revenue to Employee is calculated using Total Revenue (TTM) divided by Number of Full Time Employees. format: double nullable: true revenueToEmployee5YearAverage: type: number description: This data point is calculated by summing all available revenue to employee values derived from every financial report (quarterly; semi-annual; annual) between the beginning and ending of the stipulated 5 year period; then dividing by the number of available inputs. Revenue to Employee is calculated using Total Revenue (TTM) divided by Number of Full Time Employees. format: double nullable: true tangibleBookValue3YearAverage: type: number description: This data point is calculated by summing all available tangible book values derived from every financial report (quarterly; semi-annual; annual) between the beginning and ending of the stipulated 3 year period; then dividing by the number of available inputs. Tangible Book Value is calculated using total equity minus net intangible assets. format: double nullable: true tangibleBookValue5YearAverage: type: number description: This data point is calculated by summing all available tangible book values derived from every financial report (quarterly; semi-annual; annual) between the beginning and ending of the stipulated 5 year period; then dividing by the number of available inputs. Tangible Book Value is calculated using total equity minus net intangible assets. format: double nullable: true totalAssets1YearAverage: type: number description: This data point is calculated by summing all available total assets values collected from every financial report (quarterly; semi-annual; annual) between the beginning and ending of the stipulated 1 year period; then dividing by the number of available inputs. Total Assets represents total value of all assets recorded by the company. format: double nullable: true totalDebt1YearAverage: type: number description: This data point is calculated by summing all available total debt values derived from every financial report (quarterly; semi-annual; annual) between the beginning and ending of the stipulated 1 year period; then dividing by the number of available inputs. Total Debt is calculated by summing Long Term Debt and Capital Lease Obligations with Current Debt and Capital Lease Obligations. For Banks and Insurance companies Deposits and Securities sold under Repurchase Agreements are also considered. Furthermore for Banks; Advances and Funds purchased from Central Banks; Bank Acceptances and Other borrowed funds are considered. format: double nullable: true totalEquity1YearAverage: type: number description: This data point is calculated by summing all available total equity values collected from every financial report (quarterly; semi-annual; annual) between the beginning and ending of the stipulated 1 year period; then dividing by the number of available inputs. Total Equity represents equity attributable to stockholders and non-controlling/minority interests. format: double nullable: true totalLiabilities1YearAverage: type: number description: This data point is calculated by summing all available total liabilities values collected from every financial report (quarterly; semi-annual; annual) between the beginning and ending of the stipulated 1 year period; then dividing by the number of available inputs. Total Liabilities represents total value of all liabilities recorded by the company. format: double nullable: true totalOperatingProfitLoss5YearAverage: type: number description: This data point is calculated by summing all available total operating profit/loss values collected from every financial report in the stipulated 5 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. format: double nullable: true totalRevenue5YearAverage: type: number description: This data point is calculated by summing all available total revenue values collected from every financial report in the stipulated 5 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. Total Revenue represents sum of all revenues or sales that the company can attribute to operational activities of the business less discounts; sales returns; and allowances. format: double nullable: true tradeAccountsReceivableCurrent1YearAverage: type: number description: This data point is calculated by summing all available trade/accounts receivables; current values collected from every financial report (quarterly; semi-annual; annual) between the beginning and ending of the stipulated 1 year period; then dividing by the number of available inputs. Trade/Accounts Receivables; Current represents net value of amount due from customers/clients or other parties; within one year or a normal operating cycle (whichever is longer); for goods or services that have been delivered or sold in the normal course of business. format: double nullable: true tradeAndOtherPayablesCurrent1YearAverage: type: number description: This data point is calculated by summing all available trade/other payables; current values collected from every financial report (quarterly; semi-annual; annual) between the beginning and ending of the stipulated 1 year period; then dividing by the number of available inputs. Trade/Other Payables; Current represent sum of all payables owed; due for payment within one year or a normal operating cycle (whichever is longer). format: double nullable: true tradeAndOtherReceivablesCurrent1YearAverage: type: number description: This data point is calculated by summing all available trade and other receivables; current values collected from every financial report (quarterly; semi-annual; annual) between the beginning and ending of the stipulated 1 year period; then dividing by the number of available inputs. Trade and Other Receivables; Current represents the amount due from customers/clients or other parties; within one year or a normal operating cycle (whichever is longer); for goods or services that have been delivered or sold in the normal course of business and/or other receivables. format: double nullable: true workingCapital1YearAverage: type: number description: This data point is calculated by summing all available working capital values derived from every financial report (quarterly; semi-annual; annual) between the beginning and ending of the stipulated 1 year period; then dividing by the number of available inputs. Working Capital is calculated using total current assets minus total current liabilities. format: double nullable: true workingCapital3YearAverage: type: number description: This data point is calculated by summing all available working capital values derived from every financial report (quarterly; semi-annual; annual) between the beginning and ending of the stipulated 3 year period; then dividing by the number of available inputs. Working Capital is calculated using total current assets minus total current liabilities. format: double nullable: true workingCapital5YearAverage: type: number description: This data point is calculated by summing all available working capital values derived from every financial report (quarterly; semi-annual; annual) between the beginning and ending of the stipulated 5 year period; then dividing by the number of available inputs. Working Capital is calculated using total current assets minus total current liabilities. format: double nullable: true numberOfMonths: type: integer description: '' format: int32 nullable: true reportType: type: string description: '' nullable: true reportPeriod: type: string description: '' nullable: true additionalProperties: false title: OutputAverageRates OutputLeverage: type: object properties: reportPeriodEndDate: type: string description: The standardized report date when the company reports its financial statements. Standardized report date will be either 28 or 29 (February); 30 or 31. nullable: true commonEquityToAssets: type: number description: This ratio represents the value of company's common equity book value relative to its total assets. This can be used to measure a company's financial leverage. This is calculated using Common Equity Book Value divided by Total Assets. format: double nullable: true degreeOfCombinedLeverage: type: number description: This ratio represents the value of the change of a company's net income relative to its change of revenue. This can be used to evaluate the most optimal level of both financial and operating leverage for a company. This is calculated using the percentage change in Net Income divided the percentage change in Total Revenue. format: double nullable: true degreeOfOperatingLeverage: type: number description: This ratio represents the value of the net change of a company's EBIT relative to its net change of revenue. This can be used to evaluate the sensitivity of EBIT to a given change in total revenue. This is calculated using the percentage change of EBIT divided by the percentage change of Total Revenue. format: double nullable: true equityMultiplierRatio: type: number description: This ratio represents the value of company's total assets relative to its total equity. This can be used to measure a company's financial leverage and is often referred to as the Financial Leverage Ratio. This is calculated using Total Assets divided by Total Equity. format: double nullable: true longTermDebtToAssetsRatio: type: number description: This ratio represents the value of a company's long term debt relative to its total assets. This can be used to measure a company's financial leverage. This is calculated using Long Term Debt and Capital Lease Obligations divided by Total Assets. format: double nullable: true longTermDebtToEquityRatio: type: number description: This ratio represents the value of a company's long term debt relative to its total equity. This can be used as a leverage ratio to measure a company's financial risk. This is calculated using Long-term debt and Capital Lease Obligation; divided by Total Equity. format: double nullable: true longTermDebtToInvestedCapitalRatio: type: number description: This ratio represents the value of a company's long term debt relative to its invested capital. This can be used to measure a company's financial leverage. This is calculated using Long Term Debt and Capital Lease Obligations divided by Invested Capital. format: double nullable: true totalDebtToAssetsRatio: type: number description: This ratio represents the value of a company's total debt relative to its total assets. This can be used as a leverage ratio to measure a company's financial risk. This is calculated using Total Debt divided by Total Asset. format: double nullable: true totalDebtToEquityRatio: type: number description: This ratio represents the value of a company's total debt relative to its total equity. This can be used to measure the company's financial leverage. This is calculated using Total Debt divided by Total Equity. format: double nullable: true totalDebtToInvestedCapitalRatio: type: number description: This ratio represents the value of a company's total debt relative to its invested capital. This can be used to measure the company's financial leverage. This is calculated using Total Debt divided by Invested Capital. format: double nullable: true numberOfMonths: type: integer description: '' format: int32 nullable: true reportPeriod: type: string description: '' nullable: true reportType: type: string description: '' nullable: true additionalProperties: false title: OutputLeverage OutputGrowthRatesPerShare: type: object properties: reportPeriodEndDate: type: string description: The standardized report date when the company reports its financial statements. Standardized report date will be either 28 or 29 (February); 30 or 31. nullable: true bookValuePerShare10YearGrowth: type: number description: This data point is the growth of Book Value Per Share over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. Book Value Per Share is calculated using Common Equity Book Value divided by the company's total shares outstanding as of the financial report period end date. format: double nullable: true bookValuePerShare1YearGrowth: type: number description: This data point is the growth of Book Value Per Share over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. Book Value Per Share is calculated using Common Equity Book Value divided by the company's total shares outstanding as of the financial report period end date. format: double nullable: true bookValuePerShare2YearGrowth: type: number description: This data point is the growth of Book Value Per Share over a 2 year period calculated as [(Value from current period / Value from the same period 2 years ago)^(1/2) - 1]. Book Value Per Share is calculated using Common Equity Book Value divided by the company's total shares outstanding as of the financial report period end date. format: double nullable: true bookValuePerShare3MonthGrowth: type: number description: Three month growth value of book value per share ratio; calculated by using our standard growth methodology format: double nullable: true bookValuePerShare3YearGrowth: type: number description: This data point is the growth of Book Value Per Share over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. Book Value Per Share is calculated using Common Equity Book Value divided by the company's total shares outstanding as of the financial report period end date. format: double nullable: true bookValuePerShare4YearGrowth: type: number description: This data point is the growth of Book Value Per Share over a 4 year period calculated as [(Value from current period / Value from the same period 4 years ago)^(1/4) - 1]. Book Value Per Share is calculated using Common Equity Book Value divided by the company's total shares outstanding as of the financial report period end date. format: double nullable: true bookValuePerShare5YearGrowth: type: number description: This data point is the growth of Book Value Per Share over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. Book Value Per Share is calculated using Common Equity Book Value divided by the company's total shares outstanding as of the financial report period end date. format: double nullable: true bookValuePerShare6MonthGrowth: type: number description: Six month growth value of book value per share ratio; calculated by using our standard growth methodology format: double nullable: true bookValuePerShare9MonthGrowth: type: number description: Nine month growth value of book value per share ratio; calculated by using our standard growth methodology format: double nullable: true bookValuePerShareSequentialGrowth: type: number description: This data point is the growth of Book Value Per Share over a sequential quarterly or semi-annual period calculated as [(Value from current period / Value from the previous quarterly or semi-annual period) - 1]. Book Value Per Share is calculated using Common Equity Book Value divided by the company's total shares outstanding as of the financial report period end date. format: double nullable: true cashFlowPerShare1YearGrowth: type: number description: This data point is the growth of Cash Flow Per Share over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. Cash Flow Per Share is calculated using Cash Flow From Operating Activities Used For Calculations divided by the company's average shares outstanding over the accounting period. format: double nullable: true cashFlowPerShare2YearGrowth: type: number description: This data point is the growth of Cash Flow Per Share over a 2 year period calculated as [(Value from current period / Value from the same period 2 years ago)^(1/2) - 1]. Cash Flow Per Share is calculated using Cash Flow From Operating Activities Used For Calculations divided by the company's average shares outstanding over the accounting period. format: double nullable: true cashFlowPerShare3YearGrowth: type: number description: This data point is the growth of Cash Flow Per Share over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. Cash Flow Per Share is calculated using Cash Flow From Operating Activities Used For Calculations divided by the company's average shares outstanding over the accounting period. format: double nullable: true cashFlowPerShare4YearGrowth: type: number description: This data point is the growth of Cash Flow Per Share over a 4 year period calculated as [(Value from current period / Value from the same period 4 years ago)^(1/4) - 1]. Cash Flow Per Share is calculated using Cash Flow From Operating Activities Used For Calculations divided by the company's average shares outstanding over the accounting period. format: double nullable: true dilutedContinuousEps10YearGrowth: type: number description: This data point is the growth of Diluted EPS from Continuing Operations over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. Diluted EPS from Continuing Operations represents earnings per share calculated as a ratio between diluted net income available to common shareholders from continuing operations and diluted weighted average shares outstanding. format: double nullable: true dilutedContinuousEps1YearGrowth: type: number description: This data point is the growth of Diluted EPS from Continuing Operations over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. Diluted EPS from Continuing Operations represents earnings per share calculated as a ratio between diluted net income available to common shareholders from continuing operations and diluted weighted average shares outstanding. format: double nullable: true dilutedContinuousEps3MonthGrowth: type: number description: This data point is the growth of Diluted EPS from Continuing Operations over a 3 month period calculated as [(Value from current period / Value from the same period 3 months ago) - 1]. Diluted EPS from Continuing Operations represents earnings per share calculated as a ratio between diluted net income available to common shareholders from continuing operations and diluted weighted average shares outstanding. format: double nullable: true dilutedContinuousEps3YearGrowth: type: number description: This data point is the growth of Diluted EPS from Continuing Operations over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. Diluted EPS from Continuing Operations represents earnings per share calculated as a ratio between diluted net income available to common shareholders from continuing operations and diluted weighted average shares outstanding. format: double nullable: true dilutedContinuousEps5YearGrowth: type: number description: This data point is the growth of Diluted EPS from Continuing Operations over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. Diluted EPS from Continuing Operations represents earnings per share calculated as a ratio between diluted net income available to common shareholders from continuing operations and diluted weighted average shares outstanding. format: double nullable: true dilutedContinuousEps6MonthGrowth: type: number description: This data point is the growth of Diluted EPS from Continuing Operations over a 6 month period calculated as [(Value from current period / Value from the same period 6 months ago) - 1]. Diluted EPS from Continuing Operations represents earnings per share calculated as a ratio between diluted net income available to common shareholders from continuing operations and diluted weighted average shares outstanding. format: double nullable: true dilutedContinuousEps9MonthGrowth: type: number description: This data point is the growth of Diluted EPS from Continuing Operations over a 9 month period calculated as [(Value from current period / Value from the same period 9 months ago) - 1]. Diluted EPS from Continuing Operations represents earnings per share calculated as a ratio between diluted net income available to common shareholders from continuing operations and diluted weighted average shares outstanding. format: double nullable: true dilutedContinuousEpsSequentialGrowth: type: number description: This data point is the growth of Diluted EPS from Continuing Operations over a sequential quarterly or semi-annual period calculated as [(Value from current period / Value from the previous quarterly or semi-annual period) - 1]. Diluted EPS from Continuing Operations represents earnings per share calculated as a ratio between diluted net income available to common shareholders from continuing operations and diluted weighted average shares outstanding. format: double nullable: true dilutedEps10YearGrowth: type: number description: This data point is the growth of Diluted EPS over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. Diluted EPS represents earnings per share calculated as a ratio between diluted net income available to common shareholders and diluted weighted average shares outstanding. format: double nullable: true dilutedEps1YearGrowth: type: number description: This data point is the growth of Diluted EPS over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. Diluted EPS represents earnings per share calculated as a ratio between diluted net income available to common shareholders and diluted weighted average shares outstanding. format: double nullable: true dilutedEps3MonthGrowth: type: number description: This data point is the growth of Diluted EPS over a 3 month period calculated as [(Value from current period / Value from the same period 3 months ago) - 1]. Diluted EPS represents earnings per share calculated as a ratio between diluted net income available to common shareholders and diluted weighted average shares outstanding. format: double nullable: true dilutedEps3YearGrowth: type: number description: This data point is the growth of Diluted EPS over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. Diluted EPS represents earnings per share calculated as a ratio between diluted net income available to common shareholders and diluted weighted average shares outstanding. format: double nullable: true dilutedEps5YearGrowth: type: number description: This data point is the growth of Diluted EPS over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. Diluted EPS represents earnings per share calculated as a ratio between diluted net income available to common shareholders and diluted weighted average shares outstanding. format: double nullable: true dilutedEps6MonthGrowth: type: number description: This data point is the growth of Diluted EPS over a 6 month period calculated as [(Value from current period / Value from the same period 6 months ago) - 1]. Diluted EPS represents earnings per share calculated as a ratio between diluted net income available to common shareholders and diluted weighted average shares outstanding. format: double nullable: true dilutedEps9MonthGrowth: type: number description: This data point is the growth of Diluted EPS over a 9 month period calculated as [(Value from current period / Value from the same period 9 months ago) - 1]. Diluted EPS represents earnings per share calculated as a ratio between diluted net income available to common shareholders and diluted weighted average shares outstanding. format: double nullable: true dilutedEpsSequentialGrowth: type: number description: This data point is the growth of Diluted EPS over a sequential quarterly or semi-annual period calculated as [(Value from current period / Value from the previous quarterly or semi-annual period) - 1]. Diluted EPS represents earnings per share calculated as a ratio between diluted net income available to common shareholders and diluted weighted average shares outstanding. format: double nullable: true dividendPerShare10YearGrowth: type: number description: This data point is the growth of Dividend Per Share over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. Dividend Per Share is calculated by summing up all Cash Dividends per share paid out by the company over the latest fiscal year. format: double nullable: true dividendPerShare1YearGrowth: type: number description: This data point is the growth of Dividend Per Share over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. Dividend Per Share is calculated by summing up all Cash Dividends per share paid out by the company over the latest fiscal year. format: double nullable: true dividendPerShare2YearGrowth: type: number description: This data point is the growth of Dividend Per Share over a 2 year period calculated as [(Value from current period / Value from the same period 2 years ago)^(1/2) - 1]. Dividend Per Share is calculated by summing up all Cash Dividends per share paid out by the company over the latest fiscal year. format: double nullable: true dividendPerShare3MonthGrowth: type: number description: Three month growth value of dividend per share ratio; calculated by using our standard growth methodology format: double nullable: true dividendPerShare3YearGrowth: type: number description: This data point is the growth of Dividend Per Share over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. Dividend Per Share is calculated by summing up all Cash Dividends per share paid out by the company over the latest fiscal year. format: double nullable: true dividendPerShare4YearGrowth: type: number description: This data point is the growth of Dividend Per Share over a 4 year period calculated as [(Value from current period / Value from the same period 4 years ago)^(1/4) - 1]. Dividend Per Share is calculated by summing up all Cash Dividends per share paid out by the company over the latest fiscal year. format: double nullable: true dividendPerShare5YearGrowth: type: number description: Five year growth value of dividend per share ratio; calculated by using our standard growth methodology format: double nullable: true dividendPerShare6MonthGrowth: type: number description: Six month growth value of dividend per share ratio; calculated by using our standard growth methodology format: double nullable: true dividendPerShare9MonthGrowth: type: number description: Nine month growth value of dividend per share ratio; calculated by using our standard growth methodology format: double nullable: true dividendPerShareSequentialGrowth: type: number description: This data point is the growth of dividend per share over a sequential quarterly or semi-annual period calculated as [(Value from current period / Value from the previous quarterly or semi-annual period) - 1]. format: double nullable: true earningsPerShareCalculated10YearGrowth: type: number description: This data point is the growth of Earnings Per Share (Calc) over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. Earnings Per Share (Calc) is calculated by taking Net Income from Continuing Operations; or Net Income and dividing it by Weighted Average Shares. format: double nullable: true earningsPerShareCalculated1YearGrowth: type: number description: This data point is the growth of Earnings Per Share (Calc) over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. Earnings Per Share (Calc) is calculated by taking Net Income from Continuing Operations; or Net Income and dividing it by Weighted Average Shares. format: double nullable: true earningsPerShareCalculated2YearGrowth: type: number description: This data point is the growth of Earnings Per Share (Calc) over a 2 year period calculated as [(Value from current period / Value from the same period 2 years ago)^(1/2) - 1]. Earnings Per Share (Calc) is calculated by taking Net Income from Continuing Operations; or Net Income and dividing it by Weighted Average Shares. format: double nullable: true earningsPerShareCalculated3YearGrowth: type: number description: This data point is the growth of Earnings Per Share (Calc) over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. Earnings Per Share (Calc) is calculated by taking Net Income from Continuing Operations; or Net Income and dividing it by Weighted Average Shares. format: double nullable: true earningsPerShareCalculated4YearGrowth: type: number description: This data point is the growth of Earnings Per Share (Calc) over a 4 year period calculated as [(Value from current period / Value from the same period 4 years ago)^(1/4) - 1]. Earnings Per Share (Calc) is calculated by taking Net Income from Continuing Operations; or Net Income and dividing it by Weighted Average Shares. format: double nullable: true earningsPerShareCalculated5YearGrowth: type: number description: This data point is the growth of Earnings Per Share (Calc) over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. Earnings Per Share (Calc) is calculated by taking Net Income from Continuing Operations; or Net Income and dividing it by Weighted Average Shares. format: double nullable: true freeCashFlowToEquityHoldersPerShare10YearGrowth: type: number description: Ten year growth value of free cash flow to equity holders per share ratio; calculated by using our standard growth methodology format: double nullable: true freeCashFlowToEquityHoldersPerShare1YearGrowth: type: number description: One year growth value of free cash flow to equity holders per share ratio; calculated by using our standard growth methodology format: double nullable: true freeCashFlowToEquityHoldersPerShare3YearGrowth: type: number description: Three year growth value of free cash flow to equity holders per share ratio; calculated by using our standard growth methodology format: double nullable: true freeCashFlowToEquityHoldersPerShare5YearGrowth: type: number description: Five year growth value of free cash flow to equity holders per share ratio; calculated by using our standard growth methodology format: double nullable: true normalizedEps10YearGrowth: type: number description: This data point is the growth of Normalized EPS over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. format: double nullable: true normalizedEps1YearGrowth: type: number description: This data point is the growth of Normalized EPS over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. format: double nullable: true normalizedEps2YearGrowth: type: number description: This data point is the growth of Normalized EPS over a 2 year period calculated as [(Value from current period / Value from the same period 2 years ago)^(1/2) - 1]. format: double nullable: true normalizedEps3MonthGrowth: type: number description: This data point is the growth of Normalized EPS over a three month period; calculated by using our standard growth methodology. format: double nullable: true normalizedEps3YearGrowth: type: number description: This data point is the growth of Normalized EPS over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. format: double nullable: true normalizedEps4YearGrowth: type: number description: This data point is the growth of Normalized EPS over a 4 year period calculated as [(Value from current period / Value from the same period 4 years ago)^(1/4) - 1]. format: double nullable: true normalizedEps5YearGrowth: type: number description: This data point is the growth of Normalized EPS over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. format: double nullable: true normalizedEps6MonthGrowth: type: number description: This data point is the growth of Normalized EPS over a six month period; calculated by using our standard growth methodology. format: double nullable: true normalizedEps9MonthGrowth: type: number description: This data point is the growth of Normalized EPS over a nine month period; calculated by using our standard growth methodology. format: double nullable: true normalizedEpsSequentialGrowth: type: number description: This data point is the growth of Normalized EPS over a sequential quarterly or semi-annual period calculated as [(Value from current period / Value from the previous quarterly or semi-annual period) - 1]. format: double nullable: true regressionGrowthDividends5YearGrowth: type: number description: This data point is the growth of Dividend Per Share over a 5 year period as computed under the regression 'least-squares' method. Dividend Per Share is calculated by summing up all Cash Dividends per share paid out by the company over the latest fiscal year. format: double nullable: true salesPerShare10YearGrowth: type: number description: This data point is the growth of Sales Per Share over a 10 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/10) - 1]. Sales Per Share is calculated using Total Revenue divided by the company's average shares outstanding over the accounting period. format: double nullable: true salesPerShare1YearGrowth: type: number description: This data point is the growth of Sales Per Share over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. Sales Per Share is calculated using Total Revenue divided by the company's average shares outstanding over the accounting period. format: double nullable: true salesPerShare2YearGrowth: type: number description: This data point is the growth of Sales Per Share over a 2 year period calculated as [(Value from current period / Value from the same period 2 years ago)^(1/2) - 1]. Sales Per Share is calculated using Total Revenue divided by the company's average shares outstanding over the accounting period. format: double nullable: true salesPerShare3YearGrowth: type: number description: This data point is the growth of Sales Per Share over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. Sales Per Share is calculated using Total Revenue divided by the company's average shares outstanding over the accounting period. format: double nullable: true salesPerShare4YearGrowth: type: number description: This data point is the growth of Sales Per Share over a 4 year period calculated as [(Value from current period / Value from the same period 4 years ago)^(1/4) - 1]. Sales Per Share is calculated using Total Revenue divided by the company's average shares outstanding over the accounting period. format: double nullable: true salesPerShare5YearGrowth: type: number description: This data point is the growth of Sales Per Share over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. Sales Per Share is calculated using Total Revenue divided by the company's average shares outstanding over the accounting period. format: double nullable: true numberOfMonths: type: integer description: '' format: int32 nullable: true reportPeriod: type: string description: '' nullable: true reportType: type: string description: '' nullable: true additionalProperties: false title: OutputGrowthRatesPerShare OutputBalanceSheet: type: object properties: reportPeriodEndDate: type: string description: The standardized report date when the company reports its financial statements. Standardized report date will be either 28 or 29 (February); 30 or 31. nullable: true accessionNumber: type: string description: The US Securities And Exchange Commission (SEC) 18-digit unique identifier assigned automatically to an accepted submission by its filer system. The first 10 digits comprise the Central Index Key (CIK) of the entity submitting the filing. The next 2 digits represent the year. The last series of digits comprise a sequential count of submitted filings from that CIK. The count is usually; but not always; reset to 0 at the start of each calendar year. nullable: true balanceSheetFileDate: type: string description: '' nullable: true accruedExpensesCurrentValue: type: number description: 'Obligations for goods and services provided to a company for which invoices have not yet been received; reported in the current liabilities section of Balance Sheet. Includes: Accrued programming for media companies' format: double nullable: true accruedExpensesNonCurrentValue: type: number description: Long term obligations for goods and services provided to a company for which invoices have not yet been received. format: double nullable: true accruedExpensesValue: type: number description: Expenses that have occurred but have not yet been paid. format: double nullable: true accruedIncomeUnbilledRevenueCostInExcessOfBillingsCurrentValue: type: number description: 'Income earned by a company from providing a service or selling a product; that is expected to be received within one year or a normal operating cycle (whichever is longer); or amount due to a company by customers within one year or a normal operating cycle (whichever is longer) as a result of exchanging goods or services on credit; which have not yet been invoiced; or the increased asset resulting from billings on uncompleted contracts that are less than the income earned to date. Includes: Contract assets' format: double nullable: true accruedIncomeUnbilledRevenueCostInExcessOfBillingsNonCurrentValue: type: number description: 'Income earned by a company from providing a service or selling a product; but has yet to be received and will not be received within one year or a normal operating cycle (whichever is longer); or amount due to a company by customers beyond one year or a normal operating cycle (whichever is longer) as a result of exchanging goods or services on credit; which have not yet been invoiced; or the increased asset resulting from billings on uncompleted contracts that are less than the income earned to date. Includes: Contract assets' format: double nullable: true accruedIncomeValue: type: number description: 'Amount that has been earned by the company but not yet recorded in the books. Includes: Accrued Interest Income; income earned on debt securities prior to the coupon payment being received' format: double nullable: true accruedInterestReceivableCurrentValue: type: number description: 'Amount of interest earned that is expected to be collected within one year or a normal operating cycle (whichever is longer). Includes: Accrued interest.' format: double nullable: true accruedInterestReceivableValue: type: number description: 'Amount of interest earned that is expected to be collected. Includes: Accrued interest.' format: double nullable: true accumulatedAmortizationAndImpairmentOnGoodwillValue: type: number description: Cumulative amount of obsolescence or amortization and accumulated charge against earnings resulting from the impairment or write down of goodwill assets. format: double nullable: true accumulatedAmortizationAndImpairmentOnIntangiblesOtherThanGoodwillValue: type: number description: Cumulative amount of obsolescence or amortization and accumulated charge against earnings resulting from the impairment or write down of all intangible assets other than goodwill and Mortgage Service Rights (MSR). format: double nullable: true accumulatedAmortizationAndImpairmentOnMortgageServiceRightsValue: type: number description: Cumulative amount of obsolescence or amortization and accumulated charge against earnings resulting from the impairment or write down of mortgage service rights. format: double nullable: true accumulatedAmortizationAndImpairmentValue: type: number description: Cumulative amount of amortization and impairment of intangibles. format: double nullable: true accumulatedAmortizationOfCustomerRelationshipsValue: type: number description: Cumulative amount of obsolescence charged against the customer relationships of the company. format: double nullable: true accumulatedAmortizationOfGoodwillValue: type: number description: Cumulative amount of obsolescence charged against the goodwill of the company. Accumulated Amortization is a reserve set up to compensate for the reduction in value of an asset as it is exhausted or depleted. format: double nullable: true accumulatedAmortizationOfIntangibleAssetsValue: type: number description: Cumulative amount of obsolescence charged against the intangible assets of the company. Accumulated Amortization is a reserve set up to compensate for the reduction in value of an asset as it is exhausted or depleted. format: double nullable: true accumulatedAmortizationOfIntangiblesOtherThanGoodwillValue: type: number description: Cumulative amount of obsolescence charged against the intangibles other than goodwill of the company. format: double nullable: true accumulatedAmortizationOfLicensesAndRightsValue: type: number description: Cumulative amount of obsolescence charged against the licenses and rights of the company. format: double nullable: true accumulatedAmortizationOfMineralPropertyInterestsAndExplorationAssetsValue: type: number description: Cumulative amount of wear and tear or obsolescence charged against the mineral property interests and exploration assets of the company. format: double nullable: true accumulatedAmortizationOfOtherIntangibleAssetsValue: type: number description: Cumulative amount of obsolescence charged against the other intangible assets of the company not categorized in the above. format: double nullable: true accumulatedAmortizationOfResearchAndDevelopmentValue: type: number description: Cumulative amount of obsolescence charged against the research and development of the company. format: double nullable: true accumulatedAmortizationOfSoftwareAndTechnologyValue: type: number description: Cumulative amount of obsolescence charged against the software of the company. format: double nullable: true accumulatedAmortizationOfTrademarksAndPatentsValue: type: number description: Cumulative amount of obsolescence charged against the trademark and patents of the company. format: double nullable: true accumulatedAmortizationOnMortgageServiceRightsValue: type: number description: Cumulative amount of obsolescence charged against the Mortgage service rights of the company. format: double nullable: true accumulatedDepreciationAndAmortizationOfBiologicalAssetsValue: type: number description: Cumulative amount of degeneration charged against the biological assets of the company. format: double nullable: true accumulatedDepreciationAndImpairmentValue: type: number description: Total accumulated depreciation and impairments of tangible assets that are used by the company in its business operations. format: double nullable: true accumulatedDepreciationOfBuildingsValue: type: number description: Cumulative amount of wear and tear or obsolescence charged against the buildings and related improvements of the company. format: double nullable: true accumulatedDepreciationOfCommonUtilityPlantValue: type: number description: Cumulative amount of wear and tear or obsolescence charged against the plants of the company associated with multiple utilities. format: double nullable: true accumulatedDepreciationOfConstructionInProgressValue: type: number description: Cumulative amount of wear and tear or obsolescence charged against the construction in progress of the company. format: double nullable: true accumulatedDepreciationOfElectricUtilityPlantValue: type: number description: Cumulative amount of wear and tear or obsolescence charged against the plants of the company associated with the generation of electricity. format: double nullable: true accumulatedDepreciationOfFlightFleetVehicleAndRelatedEquipmentsValue: type: number description: Cumulative amount of wear and tear or obsolescence charged against all flight; fleet; vehicle and related equipment of the company. format: double nullable: true accumulatedDepreciationOfFurnitureFixturesAndOfficeEquipmentValue: type: number description: Cumulative amount of wear and tear or obsolescence charged against the furniture; fixtures and office equipment (including hardware and software) of the company. format: double nullable: true accumulatedDepreciationOfInvestmentPropertiesAndPropertiesHeldForDevelopmentValue: type: number description: 'Cumulative amount of wear and tear or obsolescence charged against the investment properties and properties held for development by the company. Excludes: Properties held by mining companies' format: double nullable: true accumulatedDepreciationOfLandAndImprovementsValue: type: number description: Cumulative amount of wear and tear or obsolescence charged against the land and related improvements of the company. format: double nullable: true accumulatedDepreciationOfLeasedPropertyPlantAndEquipmentValue: type: number description: Cumulative amount of wear and tear or obsolescence charged against the leased property; plant and equipment of the company. format: double nullable: true accumulatedDepreciationOfLeaseholdAndImprovementsValue: type: number description: Cumulative amount of wear and tear or obsolescence charged against the leasehold properties and related improvements of the company. format: double nullable: true accumulatedDepreciationOfMachineryFurnitureAndEquipmentValue: type: number description: Cumulative amount of wear and tear or obsolescence charged against the machinery; furniture and equipment of the company. format: double nullable: true accumulatedDepreciationOfNaturalGasOilFuelAndOtherUtilityPlantValue: type: number description: Cumulative amount of wear and tear or obsolescence charged against the plants of the company associated with Oil; Natural Gas and Other Fuels. format: double nullable: true accumulatedDepreciationOfOtherEquipmentValue: type: number description: Cumulative amount of wear and tear or obsolescence charged against the other equipment of the company; not categorized above. format: double nullable: true accumulatedDepreciationOfOtherPropertiesAndImprovementsValue: type: number description: Cumulative amount of wear and tear or obsolescence charged against other properties and improvements of the company; not categorized above. format: double nullable: true accumulatedDepreciationOfOtherPropertyPlantAndEquipmentValue: type: number description: Cumulative amount of wear and tear or obsolescence charged against the other property; plant and equipment of the company. format: double nullable: true accumulatedDepreciationOfPlantAndMachineryValue: type: number description: Cumulative amount of wear and tear or obsolescence charged against the plant; machinery and facilities of the company. format: double nullable: true accumulatedDepreciationOfPropertiesValue: type: number description: Cumulative amount of wear and tear or obsolescence charged against the properties of the company. format: double nullable: true accumulatedDepreciationOfUtilityPlantValue: type: number description: Cumulative amount of wear and tear or obsolescence charged against the utility plants of the company. format: double nullable: true accumulatedDepreciationOfWaterUtilityPlantValue: type: number description: Cumulative amount of wear and tear or obsolescence charged against the plants of the company associated with water and waste water systems. format: double nullable: true accumulatedDepreciationValue: type: number description: Cumulative amount of wear and tear or obsolescence charged against the tangible assets of the company. format: double nullable: true accumulatedImpairmentOfGoodwillValue: type: number description: Total accumulated charge against earnings resulting from the impairment or write down of goodwill assets from carrying value to fair value. format: double nullable: true accumulatedImpairmentOfIntangibleAssetsValue: type: number description: Cumulative amount of impairment charged against the intangible assets of the company. format: double nullable: true accumulatedImpairmentOfOtherIntangibleAssetsValue: type: number description: Total accumulated charge against earnings resulting from the impairment or write down of other intangible assets from carrying value to fair value. format: double nullable: true accumulatedImpairmentOfPropertyPlantAndEquipmentValue: type: number description: Cumulative amount of the charge against earnings resulting from the write-down or impairment of property; plant and equipment. format: double nullable: true accumulatedImpairmentOnMortgageServiceRightsValue: type: number description: Total accumulated charge resulting from the impairment or write down of Mortgage Service Rights from carrying value to fair value. format: double nullable: true accumulatedRealizedGainLossOnInvestmentsValue: type: number description: The accumulated amount of realized gains/losses on investments as of the balance sheet date. Recorded in the equity section under the definition of accumulated comprehensive income/loss. format: double nullable: true additionalPaidInCapitalSharePremiumForCommonStockValue: type: number description: Amount representing as premium/discount from the issue of the entity's common/ordinary stock. format: double nullable: true additionalPaidInCapitalSharePremiumForPreferredStockValue: type: number description: Amount representing as premium/discount from the issue of the entity's preferred stock. format: double nullable: true additionalPaidInCapitalSharePremiumValue: type: number description: Amount representing as premium/discount from the issue of the entity's stock. format: double nullable: true adjustmentDueToChangeInAccountingPolicyValue: type: number description: Adjustments to retained earnings due to changes in accounting policies. format: double nullable: true advanceFromFederalHomeLoanBanksCurrentDebtValue: type: number description: Secured loans from the Federal Home Loan Banks which are primarily used to support housing finance and community investment and due within one year or a normal operating cycle (whichever is longer). format: double nullable: true advanceFromFederalHomeLoanBanksNonCurrentValue: type: number description: Secured loans from the Federal Home Loan Banks which are primarily used to support housing finance and community investment and due at a point beyond one year or a normal operating cycle (whichever is longer). format: double nullable: true advanceFromFederalHomeLoanBanksValue: type: number description: Secured loans from the Federal Home Loan Banks which are primarily used to support housing finance and community investment. format: double nullable: true advancePaymentsByBorrowersForTaxesAndInsuranceValue: type: number description: Liability arising from borrowers prepaying their taxes and insurance. format: double nullable: true advancesBorrowingsFromCentralBanksValue: type: number description: Borrowings from the Central Bank; which are primarily used to cover shortages in the required reserve balance or liquidity shortages. format: double nullable: true allowanceAdjustmentsForFinanceLeaseReceivableValue: type: number description: Allowance for the amount receivable by the company in relation to leases and hire purchase. format: double nullable: true allowanceAdjustmentsForNotesReceivableCurrentValue: type: number description: A provision/allowance/adjustment to reduce the value of notes receivables expected to be collected. format: double nullable: true allowanceAdjustmentsForNotesReceivableValue: type: number description: Provision/allowance/adjustment deducted from notes receivable to account for uncollectible funds. format: double nullable: true allowanceAdjustmentsForTradeAccountsReceivableCurrentValue: type: number description: 'A provision/allowance/adjustment to recognize that some current accounting receivable items will not be collected in full and to reduce receivables to the value expected to be collected. Includes: Provisions for doubtful accounts.' format: double nullable: true allowanceAdjustmentsForTradeAccountsReceivableValue: type: number description: Provision/allowance/adjustment deducted from trade/accounts receivable to account for uncollectible funds. format: double nullable: true amortizationOfGoodwillValue: type: number description: Reduction in the goodwill value acquired. format: double nullable: true amountDueFromRelatedPartiesCurrentValue: type: number description: 'Amount due from related parties/Shareholder; within one year or a normal operating cycle (whichever is longer). Net of allowances. Includes: Subsidiary; Associates; Joint ventures; Directors; Key management personnel; Affiliates; Shareholder; Non controlling Interest and etc.' format: double nullable: true amountDueFromRelatedPartiesNonCurrentValue: type: number description: 'Amount due from related parties/Shareholder; more than one year or a normal operating cycle (whichever is longer). Net of allowances. Includes: Subsidiary; Associates; Joint ventures; Directors; Key management personnel; Affiliates; Shareholder; Non controlling Interest and etc.' format: double nullable: true amountDueFromRelatedPartiesValue: type: number description: 'Amount due from related parties/Shareholder; net of allowances. Includes : Subsidiary; Associates; Joint ventures; Directors; Key management Personnel; Affiliates; Shareholder; non controlling interest etc.' format: double nullable: true amountDueToRelatedPartiesShareholdersCurrentValue: type: number description: 'Amount due to related parties/Shareholder; within one year or a normal operating cycle. Includes: Subsidiary; Associates; Joint ventures; Directors; Key management personnel; Affiliates; Shareholder; Non controlling Interest and etc.' format: double nullable: true amountDueToRelatedPartiesShareholdersNonCurrentValue: type: number description: Amount due to related parties/Shareholder; beyond one year/normal operating cycle. Includes :Subsidiary; Associates; Joint ventures; Directors; Key management personnel; affiliates; shareholder; non controlling interest etc. format: double nullable: true amountDueToRelatedPartiesShareholdersValue: type: number description: 'Amount due to related parties/Shareholder. Includes : Subsidiary; Associates; Joint ventures; Directors; Key management Personnel; Affiliates; Shareholder; non controlling interest etc.' format: double nullable: true amountOfGuaranteedDebtValue: type: number description: Amount Of Guaranteed Debt Value format: double nullable: true amountOfLettersOfCreditOutstandingValue: type: number description: Amount Of Letters Of Credit Outstanding Value format: double nullable: true assetsHeldForSaleDiscontinuedOperationsCurrentValue: type: number description: Assets which the company has decided to sell or a segment of the company's business that has been sold; disposed of or abandoned. format: double nullable: true assetsHeldForSaleDiscontinuedOperationsNonCurrentValue: type: number description: Long-lived assets; which the company has decided to sell; or a segment of the company's business that has been sold; disposed of or abandoned. format: double nullable: true assetsHeldForSaleDiscontinuedOperationsValue: type: number description: Assets that will be sold in the future or are a part of discontinued operations. format: double nullable: true assetsPledgedAsCollateralSubjectToSaleOrRepledgingValue: type: number description: Assets pledged as collateral which can be sold or repledged by the secured party. format: double nullable: true availableForSaleFinancialInvestmentsReservesAccumulatedComprehensiveIncomeValue: type: number description: Accumulated gains or losses from available for sale financial investments format: double nullable: true availableForSaleSecuritiesCurrentValue: type: number description: Debt and equity investments that are purchased with the intent of selling them within one year or a normal operating cycle (whichever is longer). format: double nullable: true availableForSaleSecuritiesNonCurrentValue: type: number description: Debt and equity investments that are purchased with the intent of selling them at a point beyond one year or a normal operating cycle (whichever is longer). format: double nullable: true bankAcceptancesValue: type: number description: Written promise for the bank to pay the holder a specific amount of money on a set date in the future. format: double nullable: true bankCreditFacilitiesCurrentDebtValue: type: number description: 'Carrying value of amount due to bank/institution which is repayable within one year or a normal operating cycle (whichever is longer). Include: revolving credit; committed facilities; letters of credit; line of credit; uncommitted facility; revolving loan facility; working capital facility; working capital loan facility; Credit facility; Revolving loan term loans; mortgages/mortgage payable ;etc.' format: double nullable: true bankCreditFacilitiesNonCurrentValue: type: number description: Carrying value of amount due on credit facilities which include revolving credit; committed facilities; letters of credit; etc.; beyond one year or a normal operating cycle (whichever is longer). format: double nullable: true bankInstitutionalLoansCurrentPortionOfLongTermDebtValue: type: number description: 'Carrying value of amount due to bank/institution within one year or a normal operating cycle (whichever is longer). Includes : revolving credit; committed facilities; letters of credit; line of credit; uncommitted facility; revolving loan facility; working capital facility; working capital loan facility and Credit facility; Revolving loan; term loans; mortgages/mortgage payable ;etc.' format: double nullable: true bankInstitutionalLoansNonCurrentValue: type: number description: 'Carrying value of amount due to bank/institution; beyond one year or a normal operating cycle (whichever is longer). Includes : revolving credit; committed facilities; letters of credit; line of credit; uncommitted facility; revolving loan facility; working capital facility; working capital loan facility; Credit facility; Revolving loan; term loans; mortgages/mortgage payable ; etc.' format: double nullable: true bankInstitutionalLoansValue: type: number description: Interest-bearing instruments that entitle the lender or holder to receive interest payments and the repayment of principal at a specified time. format: double nullable: true bankOverdraftCurrentDebtValue: type: number description: Carrying value as of the Balance Sheet date of obligations from bank overdraft facilities due within one year or a normal operating cycle (whichever is longer). format: double nullable: true bankOverdraftValue: type: number description: Carrying value as of the Balance Sheet date of obligations from bank overdraft facilities (credit granted by the bank when accounts are empty and available balance goes negative). format: double nullable: true basicNetAssetValueNavPerShareValue: type: number description: Fees Received For Advisory Or Management Services Value format: double nullable: true basicNetAssetValueNavValue: type: number description: Gain Loss On Sale Of Capital Assets Value format: double nullable: true biologicalAssetsValue: type: number description: 'Total net book value of living animals and plants. Calculated using Gross Biological Assets; less Accumulated Depreciation and Amortization of Biological Assets. Includes: Timberland; plantations and livestock.' format: double nullable: true borrowingsFromAssociatesAndRelatedPartiesCurrentDebtValue: type: number description: 'Debt borrowed from related parties/shareholder which are interest bearing and due to be repaid within one year or a normal operating cycle (whichever is longer). Includes: Subsidiary; Associates; Joint ventures; Directors; Key management personnel; Affiliates; Shareholder; Non controlling Interest and etc.' format: double nullable: true borrowingsFromAssociatesAndRelatedPartiesCurrentPortionOfLongTermDebtValue: type: number description: 'Carrying value of debt borrowed from related parties/shareholder which are interest bearing and due to be repaid within one year or a normal operating cycle (whichever is longer). Includes: Subsidiary; Associates; Joint ventures; Directors; Key management personnel; Affiliates; Shareholder; Non controlling Interest and etc.' format: double nullable: true borrowingsFromAssociatesAndRelatedPartiesNonCurrentValue: type: number description: 'Debt borrowed from related parties/shareholder which is interest bearing and due to be repaid beyond one year or a normal operating cycle (whichever is longer). Includes: Subsidiary; Associates; Joint ventures; Directors; Key management personnel; Affiliates; Shareholder; Non controlling Interest and etc.' format: double nullable: true buildingsAndImprovementsValue: type: number description: 'Cost of buildings owned by the company for its business operations; including improvements associated with the buildings. Includes: Net book value if accumulated depreciation is not reported' format: double nullable: true capitalLeaseObligationsCurrentValue: type: number description: 'Carrying value of obligations arising from finance leases that are due beyond one year or a normal operating cycle (whichever is longer). Includes: Hire purchase; non-current' format: double nullable: true capitalLeaseObligationsNonCurrentValue: type: number description: 'Carrying value of obligations arising from finance leases that are due beyond one year or a normal operating cycle (whichever is longer). Includes: Hire purchase; non-current' format: double nullable: true capitalLeaseObligationsValue: type: number description: Total amount of long-term finance leases. format: double nullable: true capitalRedemptionValue: type: number description: 'Reserve created by company for redemption/cancellation/repurchase of preference shares; Equity share/debenture other than treasury shares Include: Capital redemption reserves' format: double nullable: true capitalReserveValue: type: number description: Amount reserved for long-term capital investment projects or any other large and anticipated expenses that will be incurred in the future. format: double nullable: true capitalStockValue: type: number description: Carrying value of stock issued and outstanding by the corporation; including common and preferred stock. format: double nullable: true cashAndCashEquivalentsValue: type: number description: Total of all cash and cash equivalents. format: double nullable: true cashCashEquivalentsAndShortTermInvestmentsValue: type: number description: Total of all cash; cash equivalents and short term investments. format: double nullable: true cashEquivalentsValue: type: number description: Investment which company has reported as cash equivalents. (Marketable securities; certificates of deposit; bankers' acceptances; commercial paper; bank deposits; time deposit; and treasury bills (regardless of maturity). format: double nullable: true cashRestrictedOrPledgedCurrentValue: type: number description: Carrying amount of Cash; Cash Equivalents and Short Term Investments items which are restricted as to withdrawal or usage for a period of less than one year or a normal operating cycle. E.g. Restricted deposits; Judicial; pledge deposit; restricted investment; etc. format: double nullable: true cashRestrictedOrPledgedNonCurrentValue: type: number description: Carrying amount of Cash; Cash Equivalents and Investment items which are restricted as to withdrawal or usage for a period of more than one year or a normal operating cycle. E.g. Restricted deposits; Judicial; pledge deposit; restricted investment; etc. format: double nullable: true cashValue: type: number description: 'Total of cash on hand and/or in bank. Includes: Demand deposit; cheques; demand draft; cash in transit ; etc.' format: double nullable: true centralBankAndAgenciesHomeLoanStockValue: type: number description: Stock purchased from federal home loan banks; which support housing finance and community investment. format: double nullable: true centralBankFundsPurchasedAndSecuritiesSoldUnderReverseRepurchaseAgreementsValue: type: number description: Amount that a bank with insufficient reserves borrows at the central bank rate to meet its reserve requirements and the amount of securities that an institution sells and agrees to repurchase at a specified date. format: double nullable: true centralBankFundsPurchasedSecuritiesSoldUnderReverseRepurchaseAgreementsAndSecuritiesLoanedValue: type: number description: The aggregate of all funds and securities that a bank borrows at the central bank rate; sells with a repurchase agreement; and loans. format: double nullable: true centralBankFundsPurchasedValue: type: number description: Amount borrowed by a bank at the central bank rate to meet its reserve requirements. format: double nullable: true centralBankFundsSoldAndSecuritiesPurchasedUnderReverseRepurchaseAgreementsValue: type: number description: Sum of central bank funds sold and securities purchased under reverse repurchase agreements. format: double nullable: true centralBankFundsSoldSecuritiesPurchasedUnderReverseRepurchaseAgreementsAndSecuritiesBorrowedValue: type: number description: Sum of central bank funds sold; securities purchased under reverse repurchase agreements; and securities borrowed. format: double nullable: true centralBankFundsSoldValue: type: number description: 'Short-term loans of immediately available reserve balances at the central bank; to other banks and securities dealers. Usually; the transactions are for one day or overnight lending. Includes: Federal Funds Sold' format: double nullable: true closingShareholdersFundsValue: type: number description: Balance of shareholders' equity at the end of the period. format: double nullable: true commercialPaperValue: type: number description: Carrying value of money-market securities (drafts; checks; and certificates of deposit); issued by large banks and corporations. format: double nullable: true commonSharesIssuedValue: type: number description: Number of Common or Ordinary Shares issued as of the period ending date; including both outstanding and treasury shares. format: double nullable: true commonSharesOutstandingValue: type: number description: Number of Common or Ordinary Shares outstanding as of the period ending date. format: double nullable: true commonSharesTreasuryValue: type: number description: Number of Common or Ordinary Treasury Shares as of the period ending date. format: double nullable: true commonStockValue: type: number description: Value of issued common shares of the company. format: double nullable: true commonStockWithoutParValueValue: type: number description: Interest And Investment Income Value format: double nullable: true commonStockWithParValueValue: type: number description: Government Grant Value format: double nullable: true commonUnitValue: type: number description: Carrying value of limited partners' interest in the partnership; represented by common units that entitle the holders to the rights and privileges specified in the partnership agreement. Each holder of a common unit is entitled to one vote per unit on all matters presented to the limited partners for a vote. format: double nullable: true commonUtilityPlantValue: type: number description: 'Cost of all other plants and facilities not categorized in the above. Includes: Net book value if accumulated depreciation is not reported' format: double nullable: true constructionInProgressAndAdvancePaymentsValue: type: number description: 'Costs capitalized for construction in progress and advance payments. Includes: Construction in progress for utility plant; Net book value if accumulated depreciation is not reported' format: double nullable: true convertibleDebenturesLoansNonCurrentValue: type: number description: 'Carrying value of long term convertible debt/loans (loans that entitle the lender to convert the loan to common or preferred stock/shares) scheduled to be repaid beyond one year or a normal operating cycle (whichever is longer). Includes: hybrid debt' format: double nullable: true convertibleHybridLoansCurrentDebtValue: type: number description: Interest-bearing instruments that entitle the lender or the holder to convert the instrument into either common or preferred stock at a specified conversion rate and within a specified time frame during the current accounting period. format: double nullable: true convertibleHybridLoansNonCurrentValue: type: number description: Interest-bearing instruments that entitle the lender or the holder to convert the instrument into either common or preferred stock at a specified conversion rate and within a specified time frame beyond the current accounting period. format: double nullable: true convertibleHybridLoansValue: type: number description: Interest-bearing instruments that entitle the lender or the holder to convert the instrument into either common or preferred stock at a specified conversion rate and within a specified time frame. format: double nullable: true convertibleLoansDebenturesCurrentPortionOfLongTermDebtValue: type: number description: 'Carrying value of long term convertible debt (loans that entitle the lender to convert the loan to common or preferred stock/shares) scheduled to be repaid within one year or a normal operating cycle (whichever is longer). Includes: convertible subordinated debt; hybrid debt' format: double nullable: true cumulativeForeignExchangeTranslationReservesAccumulatedComprehensiveIncomeValue: type: number description: Accumulated gains or losses from foreign currency translation format: double nullable: true currencyCode: $ref: '#/components/schemas/CodeMappingString' currentDebtAndCapitalLeaseObligationValue: type: number description: Sum of the carrying values as of the Balance Sheet date; of all long-term debt and capital lease obligations that are expected to be repaid within one year or a normal operating cycle (whichever is longer). format: double nullable: true currentDebtValue: type: number description: Sum of the carrying values as of the Balance Sheet date; of all short term debt having maturities due within one year or a normal operating cycle (whichever is longer). format: double nullable: true currentPortionOfLongTermDebtAndCapitalLeaseValue: type: number description: Carrying value of the portion of all long-term debt that is scheduled to be repaid within one year or a normal operating cycle (whichever is longer) and all capital lease obligations. format: double nullable: true currentPortionOfLongTermDebtValue: type: number description: Carrying value of the portion of all long-term debt that is scheduled to be repaid within one year or a normal operating cycle (whichever is longer). format: double nullable: true customerRelationshipsValue: type: number description: 'Company''s interactions with current and potential customers that have value and economic benefit to the company. Includes: Net book value if accumulated amortization is not reported' format: double nullable: true datedLoanCapitalValue: type: number description: Type of subordinated debt with a fixed date. format: double nullable: true debtAndCapitalLeaseObligationsValue: type: number description: Sum of all debt and capital lease obligations. format: double nullable: true debtSecuritiesNonCurrentValue: type: number description: Debt securities the company intends to hold for a period beyond one year or a normal operating cycle (whichever is longer). format: double nullable: true debtSecuritiesOrDebtCertificatesIssuedInIssueValue: type: number description: Debt instruments that have basic terms defined; such as notional amount; interest rate and maturity date; and can be bought or sold between two parties. format: double nullable: true debtSecuritiesValue: type: number description: Debt securities held by the company. format: double nullable: true debtValue: type: number description: Sum of all written promises and/or agreements to repay a stated amount of borrowed funds at a specified date in the future. format: double nullable: true deferredCostsAssetsCurrentValue: type: number description: 'Payments that will be assigned as expenses in the current year or during the current normal operating cycle (whichever is longer); but were paid in advance and temporarily set up as current assets on the balance sheet. Excludes: Deferred Tax Assets' format: double nullable: true deferredCostsAssetsNonCurrentValue: type: number description: Payments that will be assigned as expenses in the following year or during the next normal operating cycle; but are paid in advance and temporarily set up as non-current assets on the balance sheet. format: double nullable: true deferredCostsAssetsValue: type: number description: Costs that have already been incurred but not yet charged as an expense. format: double nullable: true deferredIncomeCustomerAdvancesBillingsInExcessOfCostCurrentValue: type: number description: 'Advances received from customers for goods or services which are yet to be delivered or over billing; where the actual revenues earned are less than the accounts receivable billed; which will be recognized within one year or a normal operating cycle (whichever is longer). Includes: Contract liabilities; Government grant' format: double nullable: true deferredIncomeCustomerAdvancesBillingsInExcessOfCostNonCurrentValue: type: number description: 'Advances received from customers for goods or services that will be delivered after one year or a normal operating cycle (whichever is longer); or over billing; where the actual revenues earned are less than the accounts receivable billed. Includes: Contract Liabilities; Government grant' format: double nullable: true deferredIncomeCustomerAdvancesValue: type: number description: Collections of cash or other assets received prior to meeting the revenue recognition criteria. format: double nullable: true deferredLiabilitiesCurrentValue: type: number description: Liabilities/expenses incurred but not accounted for that will be due within one year or a normal operating cycle (whichever is longer). format: double nullable: true deferredLiabilitiesNonCurrentValue: type: number description: Liabilities/expenses incurred but not accounted for in the current accounting period and temporarily set up as non-current liabilities on the Balance Sheet. format: double nullable: true deferredPolicyAcquisitionCostsValue: type: number description: Costs of acquiring new customers that have been capitalized and will be expensed over the term of the respective insurance contracts sold. Allows for more appropriate matching of revenues and expenses. format: double nullable: true deferredTaxAssetsCurrentValue: type: number description: Amount representing total taxes paid or carried forward but not yet recognized in the income statement; calculated by taking into account financial reporting standards for book income and the jurisdictional tax authority's rules for taxable income. These are expected to be used or claimed within one year or a normal operating cycle (whichever is longer). format: double nullable: true deferredTaxAssetsNonCurrentValue: type: number description: Total taxes paid or carried forward but not yet recognized in the income statement; calculated by taking into account financial reporting standards for book income and the jurisdictional tax authority's rules for taxable income. These are not expected to be used or claimed within one year or a normal operating cycle (whichever is longer). format: double nullable: true deferredTaxAssetsValue: type: number description: Taxes paid or carried forward but not yet recognized in the income statement. Calculated by taking into account financial reporting standards for book income and the jurisdictional tax authority's rules for taxable income. format: double nullable: true deferredTaxLiabilitiesCurrentValue: type: number description: 'Tax liability incurred as a result of differences between company''s accounting and tax carrying values; anticipated and enacted income tax rate; and estimated taxes payable for the current year; deferred for payment; payable within one year or a normal operating cycle (whichever is longer). Includes: investment tax credits; indirect & direct tax' format: double nullable: true deferredTaxLiabilitiesNonCurrentValue: type: number description: 'Tax liability as a result of differences between company''s accounting and tax carrying values; anticipated and enacted income tax rate; and estimated taxes payable for the current year; deferred for payment anytime in the future beyond one year or a normal operating cycle (whichever is longer). Includes: Investment tax credits; direct and indirect tax' format: double nullable: true deferredTaxLiabilitiesValue: type: number description: Obligations for tax owed but not yet paid. Deferred tax often arises due to differences in accounting standards and tax laws. format: double nullable: true depositCertificatesValue: type: number description: Carrying value as of the balance sheet date of all short term interest bearing promissory notes issued by the bank. Generally range in maturity from one month to five years and do not allow holders to withdraw without penalty. format: double nullable: true depositsAndBalancesAtCentralBanksValue: type: number description: Cash reserves held at the central bank that allow a bank to provide cash on demand. format: double nullable: true depositsByBanksAndInstituitionsValue: type: number description: Deposits held by the bank from other banks or institutions. format: double nullable: true depositsByCustomersValue: type: number description: Deposits held by the bank from individual customers. format: double nullable: true depositsMadeUnderAssumedReinsuranceContractValue: type: number description: Amount deposited with other institutions in exchange for reinsurance coverage. This is an asset because it is funds to which the company (reinsurer) is entitled to. format: double nullable: true depositsOutsideCashAndCashEquivalentsValue: type: number description: Term deposits or other deposits held at a bank or financial institution. format: double nullable: true depositsPaidForBusinessAndFixedAssetsNonCurrentValue: type: number description: All deposits except deposit related to capital assets can be tagged here. format: double nullable: true depositsReceivedReinsuranceBusinessValue: type: number description: Amount received by the company for accepting a reinsurance contract. This is a liability because the company (ceding insurer) retains the funds as collateral for future obligations of the reinsurer. The ceding insurer shows these amounts as 'deposits retained for reinsurance ceded'. format: double nullable: true depositsWithBanksAndOtherFinancialInstitutionsValue: type: number description: Cash deposits held at banks or other financial institutions. format: double nullable: true derivativeAndHedgingLiabilitiesCurrentValue: type: number description: Fair value as of the balance sheet date of all liabilities resulting from contracts that meet the criteria of being accounted for as derivative or hedging instruments and which are expected to be extinguished beyond one year or a normal operating cycle (whichever is longer). format: double nullable: true derivativeAndHedgingLiabilitiesNonCurrentValue: type: number description: Fair value as of the balance sheet date of all liabilities resulting from contracts that meet the criteria of being accounted for as derivative or hedging instruments and which are expected to be extinguished beyond one year or a normal operating cycle (whichever is longer). format: double nullable: true derivativeAndHedgingLiabilitiesValue: type: number description: 'Liabilities resulting from contracts that meet the criteria of being accounted for as derivative or hedging instruments. Includes: Liabilities Recognized for Fair Value Changes in Portfolio Hedge of Interest Rate Risk (for banks)' format: double nullable: true derivativeInvestmentAndHedgingAssetsCurrentValue: type: number description: Fair value of all securities whose value is derived from one or more underlying assets and the company intends to hold for a period less than one year or a normal operating cycle (whichever is longer). Only use when company classifies it as a short term investment. format: double nullable: true derivativeInvestmentAndHedgingAssetsNonCurrentValue: type: number description: 'Fair value of all securities whose value is derived from one or more underlying assets and the company intends to hold for a period of one year or a normal operating cycle (whichever is longer). Includes: Hedging Assets' format: double nullable: true derivativeInvestmentAndHedgingAssetsValue: type: number description: Fair value as of the balance sheet date of all assets accounted for as derivative investments (after the effects of master netting arrangements) and hedging assets (which reduce the risk of adverse price movements in another asset). format: double nullable: true dilutedNetAssetValueNavPerShareValue: type: number description: Lease Revenue From Joint Ventures Value format: double nullable: true dilutedNetAssetValueNavValue: type: number description: Other Fees Or Expenses Charged Value format: double nullable: true discontinuedOperationsLiabilitiesCurrentValue: type: number description: Liabilities classified as part of discontinued operations in the current liability section of the Balance Sheet. format: double nullable: true dividendsPayableCurrentValue: type: number description: 'Carrying value of dividends declared but unpaid on equity securities issued and outstanding by the company. Includes: Provision for Dividends/Income Distribution; Dividend and Interest on Shareholder''s Equity' format: double nullable: true dividendsPayableValue: type: number description: Carrying value as of the balance sheet date of dividends declared but unpaid on the company's equity securities. format: double nullable: true dividendsProvidedForOrPaidOutToValue: type: number description: Amount of dividends declared related to the current reporting period. format: double nullable: true dividendsReceivableCurrentValue: type: number description: Distributions expected from equity and preferred share investments; receivable within one year or a normal operating cycle (whichever is longer). format: double nullable: true dividendsReceivableValue: type: number description: Distributions receivable as a result of equity investments in other organizations and institutions. format: double nullable: true documentFormType: type: string description: 'The type of document filed by the company: for instance; 10-K (annual report) or 10-Q (quarterly report)' nullable: true documentId: type: integer description: Morningstar Document Id; a unique and unchanging Morningstar identifier assigned to each document format: int32 nullable: true dueFromBanksValue: type: number description: Short term loans; or receivables due from other banks that yield minimal interest. format: double nullable: true dueFromCustomersAcceptanceValue: type: number description: Amount receivable from customers acceptance that are outstanding on the reporting date as reported by the Bank. format: double nullable: true electricUtilityPlantValue: type: number description: 'Cost of all plants and facilities associated with the generation of electricity. Includes: nuclear utility plants; Net book value if accumulated depreciation is not reported' format: double nullable: true equityAttributableToHoldersOfPerpetualCapitalSecuritiesValue: type: number description: Hybrid capital securities that bring together features of both debt and equity; and are perpetual and subordinate to all senior creditors. They have no fixed maturity date and repayment is at the discretion of the issuer. format: double nullable: true equityAttributableToParentStockholdersValue: type: number description: Residual interest in the assets of the enterprise that remains after deducting its liabilities attributable to parent stockholders. format: double nullable: true equityDividendsValue: type: number description: Dividend payments to equity shareholders issued or announced during the period. format: double nullable: true equitySecuritiesSharesNonCurrentValue: type: number description: Equity securities the company intends to hold for a period beyond one year or a normal operating cycle (whichever is longer). format: double nullable: true equitySecuritiesSharesValue: type: number description: Investments in ownership shares of another company or institution. format: double nullable: true exchangeAdjustmentsValue: type: number description: Effect of foreign-exchange translation or increase/decrease in foreign-exchange reserves. format: double nullable: true financeLeaseReceivableCurrentValue: type: number description: Amount due in relation to capital/finance leases; within one year or a normal operating cycle (whichever is longer). format: double nullable: true financeLeaseReceivableNonCurrentValue: type: number description: Amount due in relation to capital/finance leases; after one year or a normal operating cycle (whichever is longer). format: double nullable: true financeLeaseReceivableValue: type: number description: Amount due to the company in relation to finance leases. format: double nullable: true financialAssetsDesignatedAsFairValueThroughProfitOrLossNonCurrentValue: type: number description: Other Fees Or Expenses Received Value format: double nullable: true financialAssetsDesignatedAsFairValueThroughProfitOrLossValue: type: number description: Patient And Third Party Payers Value format: double nullable: true financialInvestmentSecuritiesAvailableForSaleAndHeldToMaturityValue: type: number description: Carrying value of available-for-sale securities and held-to-maturity securities. format: double nullable: true financialInvestmentSecuritiesAvailableForSaleHeldToMaturityNonCurrentValue: type: number description: Sum of the carrying values of Available-for-Sale and Held-to-Maturity securities classified as non-current. format: double nullable: true financialLiabilitiesCurrentValue: type: number description: Sum of the carrying values as of the Balance Sheet date; of all short term debt; current portion of long term debt; capital lease obligations; derivative and hedging liabilities and other financial liabilities having maturities within one year or a normal operating cycle (whichever is longer). format: double nullable: true financialLiabilitiesDesignatedAsFairValueThroughProfitOrLossValue: type: number description: Property Or Asset Management Fees Charged Value format: double nullable: true financialLiabilitiesHeldForTradingValue: type: number description: Liabilities held with the intent to trade for short-term profit. format: double nullable: true financialLiabilitiesMeasuredAtAmortizedCostValue: type: number description: Financial liabilities carried at amortized cost. format: double nullable: true financialLiabilitiesNonCurrentValue: type: number description: Sum of the carrying values as of the balance sheet date; of all long-term debt; capital lease obligations; derivative and hedging liabilities and other financial liabilities having maturities beyond one year or a normal operating cycle (whichever is longer). format: double nullable: true finishedGoodsAndMerchandiseValue: type: number description: Value of merchandise or goods held by the company that are readily available for sale. format: double nullable: true fiscalPeriod: type: string description: '' nullable: true fiscalYearEnd: type: string description: The company's fiscal year that it uses to report its financial statements nullable: true fixedAssetsRevaluationReserveValue: type: number description: Reserves created by revaluation of assets excluding financial assets format: double nullable: true flightFleetVehicleAndRelatedEquipmentValue: type: number description: 'Cost of all vehicles and equipment associated with transportation that are required for business operations. For example: bicycles; automobiles; motorcycles; trains; boats and aircraft. Includes: Net book value if accumulated depreciation is not reported' format: double nullable: true foreclosedAssetsValue: type: number description: 'Assets obtained in full or partial satisfaction of a debt arrangement through foreclosure proceedings. Includes : Other Real Estate Owned; Owned Inactive Real Estates; Idle properties.' format: double nullable: true furnitureFixturesAndOfficeEquipmentValue: type: number description: 'Cost of the furniture; fixtures and office equipment owned by the company for its business operations. Includes: Computer hardware and software' format: double nullable: true gainLossFromCashFlowHedgesReservesAccumulatedComprehensiveIncomeValue: type: number description: Accumulated gains or losses from hedges format: double nullable: true generalAllowanceForReceivablesAndWriteOffsCurrentValue: type: number description: Value used to recognize that some current accounting receivable items will not be collected in full and to reduce receivables to the value expected to be collected. format: double nullable: true generalAllowanceForReceivablesAndWriteOffsNonCurrentValue: type: number description: A provision/allowance/adjustment to recognize that some non-current accounting receivable items will not be collected in full and to reduce receivables to the value expected to be collected. format: double nullable: true generalAllowanceForReceivablesAndWriteOffsValue: type: number description: General provision to recognize that some receivable items will not be collected in full. format: double nullable: true generalPartnerCapitalValue: type: number description: Represents the carrying value of capital held by the general partners. format: double nullable: true goodwillTransferValue: type: number description: Transfer of goodwill reported in the changes in shareholders' equity statement. format: double nullable: true goodwillValue: type: number description: The excess of the cost of an acquired company over the sum of the fair market value of its identifiable individual assets less the liabilities. format: double nullable: true grossBiologicalAssetsValue: type: number description: Assets that are either a living animal or plant; including all livestock such as goats; sheep; cows; buffaloes; calves and fish and plants such as vegetables; crops; vineyards; trees; timberland and fruit orchards. format: double nullable: true grossFinanceLeaseReceivableValue: type: number description: Gross amount receivable by the company in relation to leases and hire purchase. format: double nullable: true grossGoodwillAndOtherIntangibleAssetsValue: type: number description: Total gross book value of the company's goodwill and other intangible assets. format: double nullable: true grossInvestmentPropertiesAndPropertiesHeldForDevelopmentValue: type: number description: Total amount paid for investment properties and properties held for development with the intention of generating a return. format: double nullable: true grossLoansAndAdvancesValue: type: number description: Sum of all loans and advances before excluding unearned income and loss allowances. format: double nullable: true grossMineralPropertyInterestsAndExplorationAssetsValue: type: number description: Amount paid for the right of the owner to exploit; mine and/or produce any or all of the minerals lying below the surface of the property and all costs capitalized for the exploration and evaluation costs of a resource property (e.g. the capitalized costs to find an oil well). includes drilling cost etc. format: double nullable: true grossNotesReceivableCurrentValue: type: number description: Gross amount representing the right to receive the principal amounts contained in written promissory notes. Usually it is a written promise from a client or customer to pay a definite amount of money on a specific future date that is within the normal operating cycle. format: double nullable: true grossNotesReceivableValue: type: number description: Value of notes receivable prior to making any adjustments or allowances. format: double nullable: true grossPropertyPlantAndEquipmentValue: type: number description: 'Total gross book value of all the tangible assets that are used by a company in its business operations. Includes: Construction grants used as a deduction to the gross book value; net book value if accumulated depreciation is not reported' format: double nullable: true grossTradeAccountsReceivableCurrentValue: type: number description: Gross value of amount due from customers/clients or other parties; within one year or a normal operating cycle (whichever is longer); for goods or services that have been delivered or sold in the normal course of business. format: double nullable: true grossTradeAccountsReceivableValue: type: number description: Amount due from customers or clients for products or services that have been delivered or sold in the normal course of business prior to making any adjustments or allowances. format: double nullable: true heldToMaturitySecuritiesCurrentValue: type: number description: Financial or debt investments that a company has made; categorized as held-to-maturity; that will expire at a fixed date within one year or a normal operating cycle (whichever is longer). format: double nullable: true heldToMaturitySecuritiesNonCurrentValue: type: number description: 'Aggregate value of financial or debt securities which are categorized as held-to-maturity; including items previously marked as debt securities; that will expire at a fixed date that is beyond one year or a normal operating cycle (whichever is longer). Includes: debt securities if holding period not specified' format: double nullable: true incomeTaxPayableCurrentValue: type: number description: Current liability account which reflects the amount of income taxes due to the federal; state; and local governments. format: double nullable: true insuranceBusinessAssetsValue: type: number description: Sum of bank owned life insurance; cash value of life insurance; and other insurance business assets. format: double nullable: true insuranceBusinessLiabilitiesValue: type: number description: Liabilities related to the insurance group of a bank. format: double nullable: true insuranceContractLiabilitiesReservesValue: type: number description: Sum of unallocated surplus; policy benefits; claims outstanding reserves and unearned premiums reserves. Unlike investment contracts that do not transfer risks; insurance contracts transfer insurance risk (rather than only financial risks). format: double nullable: true intangiblesOtherThanGoodwillValue: type: number description: Total gross book value of all Intangibles; excluding goodwill. format: double nullable: true interestBearingTimeSavingsDepositsValue: type: number description: Amount of all interest bearing domestic and foreign deposits. format: double nullable: true interestPayableCurrentValue: type: number description: 'Carrying value of interest payable as of the Balance Sheet date. Includes: Accrued interest.' format: double nullable: true interestPayableValue: type: number description: 'Carrying value of interest payable as of the Balance Sheet date. Includes: Accrued interest.' format: double nullable: true inventoriesNonCurrentValue: type: number description: Merchandise bought or produced for resale; or supplies and raw materials purchased for use in revenue producing operations; that are not expected to be turned into cash within one year or a normal operating cycle (whichever is longer). format: double nullable: true inventoriesValue: type: number description: Merchandise bought or produced for resale; or supplies and raw materials purchased for use in revenue producing operations; that are expected to be turned into cash within one year or a normal operating cycle (whichever is longer). format: double nullable: true inventoryAllowanceAdjustmentsValue: type: number description: 'Provision/allowance/adjustment to reduce inventory; resulting from factors such as breakage; spoilage; theft and shoplifting. Includes: LIFO reserve and other allowances/adjustments' format: double nullable: true investmentContractLiabilitiesValue: type: number description: Reserves set aside for investment contract liabilities. Investment contracts are those that do not transfer significant insurance risk from the contract holder to the issuer. They only transfer financial risks and are therefore treated as financial instruments under IFRS. Investment contracts can be participating (unit-linked) or non-participating. format: double nullable: true investmentInFinancialAssetsNonCurrentValue: type: number description: Total of all financial asset investments. format: double nullable: true investmentInFinancialAssetsValue: type: number description: Sum of all financial investments (trading securities; available-for-sale securities; held-to-maturity securities; etc.). format: double nullable: true investmentPropertiesAndPropertiesHeldForDevelopmentValue: type: number description: 'Total amount paid for investment properties and properties held for development with the intention of generating a return; net of accumulated depreciation. This item often belongs to companies that are REITs. Properties held for development represents a property belonging to the company that will undergo development; but the development has not yet happened. Excludes: Investment Properties reported by mining companies and Properties Held for Development by mining companies.' format: double nullable: true investmentsInAssociatesValue: type: number description: Stock held in companies; for which the reporting company possesses only a minority stake in the ownership of the company. The parent company typically owns 20% to 50% of the voting shares. format: double nullable: true investmentsInJointVenturesValue: type: number description: Business arrangement in which two or more parties agree to pool their resources for the purpose of accomplishing a specific task. format: double nullable: true investmentsInOtherVenturesUnderEquityMethodValue: type: number description: Other long term equity investments not categorized above. format: double nullable: true investmentsInSubsidiariesValue: type: number description: Stock held in companies; for which the reporting company owns more than 50% of the voting stock. format: double nullable: true isBestKnown: $ref: '#/components/schemas/CodeMappingBoolean' isCalculatedOrCopy: $ref: '#/components/schemas/CodeMappingInt' isConsolidated: $ref: '#/components/schemas/CodeMappingBoolean' isFiscalYearEndChange: $ref: '#/components/schemas/CodeMappingBoolean' isIncomplete: $ref: '#/components/schemas/CodeMappingBoolean' isIrregularPeriod: $ref: '#/components/schemas/CodeMappingBoolean' itemsInTheCourseOfCollectionFromOtherBanksValue: type: number description: Carrying amount as of the balance sheet date of drafts and bills of exchange that are in transit from other banks. format: double nullable: true itemsInTheCourseOfTransmissionToOtherBanksValue: type: number description: Carrying amount as of the balance sheet date of drafts and bills of exchange that are in transit to other banks. format: double nullable: true landAndImprovementsValue: type: number description: 'Cost of land owned by the company for its business operations; including improvements associated with the land. Land is generally not depreciated over time. Includes: Net book value if accumulated depreciation is not reported. Excludes: Land held for sale (Assets Held for Sale/Discontinued Operations; Non-Current)' format: double nullable: true landHeldForDevelopmentValue: type: number description: Land Held For Development Value format: double nullable: true leasedPropertyPlantAndEquipmentValue: type: number description: 'Cost of tangible assets held by the company under a lease arrangement that cannot be delineated under its respective category in the above. Includes: Net book value if accumulated depreciation is not reported' format: double nullable: true leaseholdAndImprovementsValue: type: number description: 'Cost of properties held by the company under a lease arrangement; including improvements made to the property. Includes: Net book value if accumulated depreciation is not reported' format: double nullable: true liabilitiesHeldForSaleDiscontinuedOperationsNonCurrentValue: type: number description: 'Assets or liabilities classified as held for sale. Includes: assets and liabilities associated with discontinued operations held for sale at the Balance Sheet date; costs of completed construction projects associated with pending sale-leaseback transactions; real estate not currently used in operations and the related mortgage notes payable.' format: double nullable: true liabilitiesHeldForSaleDiscontinuedOperationsValue: type: number description: Liabilities arising from discontinued operations or liabilities classified as held for sale. format: double nullable: true licensesAndRightsValue: type: number description: 'Licenses or Rights acquired by or granted to the company are entitlements or permissions; enforceable by law; that give the company the ability and/or exclusivity to perform given actions or use specific assets. For example: franchise and government licenses; licensing agreements; broadcast; copyright; development; distribution; environmental; landing; property/land use; solicitation and air/water use rights. Includes: Program rights for media companies; Net book value if accumulated amortization is not reported' format: double nullable: true lifeInsuranceAssetsValue: type: number description: Life insurance bought and owned by banks. format: double nullable: true limitedPartnerCapitalValue: type: number description: Carrying value of shares under the ownership of the limited partners in a publicly traded limited partnership or master limited partnership; which are represented by units that detail various rights including redemption; conversion; liquidation; tax status of distribution per unit; and the sharing in distributions. format: double nullable: true lineOfCreditValue: type: number description: Agreement or commitment to make loans up to a specific amount. format: double nullable: true loanAndLoanReceivablesValue: type: number description: Amount owed to the company as a result of loans outstanding. format: double nullable: true loanLossAllowanceAdjustmentForBanksValue: type: number description: Allowance or adjustment company provided with respect to loans and advances related to bank. format: double nullable: true loanLossAllowanceAdjustmentForOtherValue: type: number description: Allowance or adjustment company provided with respect to loans and advances other than bank and trading loan. format: double nullable: true loanLossAllowanceAdjustmentForTradingLoanValue: type: number description: Allowance or adjustment company provided with respect to loans and advances related to trading loan. format: double nullable: true loanLossAllowanceAdjustmentValue: type: number description: Provision for the amount needed to absorb any estimated credit losses inherent on the company's loan and lease portfolio. Deducted from the value of gross loans and leases to arrive at the net value. format: double nullable: true loansAndAdvancesToBankValue: type: number description: Loans receivable and advances made to another bank. format: double nullable: true loansAndAdvancesToCustomerConsumerValue: type: number description: Loans receivable and advances made to a customer or consumer. format: double nullable: true loansAndAdvancesToInstitutionsCorporationsValue: type: number description: 'Loans receivable and advances made to other financial institutions and corporations. Includes: commercial/ corporate loans' format: double nullable: true loansAndAdvancesValue: type: number description: 'The aggregate amount of loans receivable and advances made to banks; institutions; or customers. Includes: mortgages and other loans; which are stated at the lower of cost or market (approximates fair value)' format: double nullable: true loansHeldForSaleValue: type: number description: Loans receivable that will be sold to other entities; which are stated at the lower of cost or market. format: double nullable: true loansInProcessValue: type: number description: Loans that have not been fully disbursed. format: double nullable: true loansReceivableCurrentValue: type: number description: Amount owed to the company that is expected to be collected within one year or a normal operating cycle (whichever is longer). format: double nullable: true loansReceivableNonCurrentValue: type: number description: Amount owed to the company that is not expected to be collected within one year or a normal operating cycle (whichever is longer). format: double nullable: true longTermContractsValue: type: number description: Contracts reported by the company as part of inventory. format: double nullable: true longTermDebtAndCapitalLeaseObligationValue: type: number description: Sum of the carrying values as of the balance sheet date; of all long-term debt and capital lease obligations that is expected to be repaid beyond one year or a normal operating cycle (whichever is longer). format: double nullable: true longTermDebtValue: type: number description: Sum of the carrying values as of the balance sheet date; of all long-term debt having maturities due beyond one year or a normal operating cycle (whichever is longer). format: double nullable: true longTermEquityInvestmentsValue: type: number description: Total value of investments held by the company and accounted for under the equity method. format: double nullable: true machineryFurnitureAndEquipmentValue: type: number description: 'Total gross book value of the company''s plant; machinery; furniture; vehicles and equipment. Includes: Net book value if accumulated depreciation is not reported' format: double nullable: true mortgageLoansValue: type: number description: Loans in which the collateral is a specified piece of real estate that the borrower will pay off over time. format: double nullable: true mortgageServiceRightsValue: type: number description: Mortgage service right is a contractual agreement where the right; or rights; to service an existing mortgage are sold by the original lender to another party who; for a fee; performs the various functions required to service mortgages. format: double nullable: true naturalGasUtilityPlantValue: type: number description: 'Cost of all plants and facilities associated with the production and distribution of natural gas; oil; and other. Includes: gas wells and properties to exploit gas or liquefied natural gas sites; net book value if accumulated depreciation is not reported. Excludes: oil refineries (Properties)' format: double nullable: true netIntangibleAssetsValue: type: number description: Total net book value of goodwill and all intangible assets. Calculated using Gross Goodwill and Other Intangible assets; less Accumulated Amortization and Impairments. format: double nullable: true netMineralPropertyInterestsAndExplorationAssetsValue: type: number description: 'Total book value of all Mineral Property Interests and Exploration/Evaluation Assets; net of all Accumulated Amortization. Includes: Intangible assets if it is determined they are mining assets; Mine Development Projects'' Capitalized Expenditures.' format: double nullable: true netProfitLossAttributeToMembersValue: type: number description: Operating profit after accounting for abnormal items; taxes and outside equity interests. format: double nullable: true netPropertyPlantAndEquipmentValue: type: number description: Total net book value of all the tangible assets that are used by a company in its business operations. Calculated using Gross Property; Plant and Equipment; less Accumulated Depreciation and Impairment. format: double nullable: true netUnrealizedGainLossOnInvestmentsValue: type: number description: The net amount of unrealized gains/losses on investments as of the balance sheet date. Recorded in the equity section under the definition of accumulated comprehensive income/loss. format: double nullable: true newShareCapitalValue: type: number description: Issues of additional share capital during the period. format: double nullable: true nonControllingMinorityInterestsValue: type: number description: Carrying value of net worth of a subsidiary pertaining to common stock not owned by the controlling company and its consolidated subsidiaries. format: double nullable: true nonEquityUnder1YearValue: type: number description: Non-equity investments under one year are typically debt instruments such as bonds or bank deposits. They are issued by companies; by government agencies and by other entities and typically have the benefit of greater stability. The data point is available only for UK companies with London Stock Exchange listings. format: double nullable: true nonInterestBearingBorrowingsCurrentDebtValue: type: number description: Borrowings that do not bear any interest and are due within one year or a normal operating cycle (whichever is longer). format: double nullable: true nonInterestBearingBorrowingsCurrentPortionOfLongTermDebtValue: type: number description: Carrying value of non-interest borrowings that are due within one year or a normal operating cycle (whichever is longer). format: double nullable: true nonInterestBearingBorrowingsNonCurrentValue: type: number description: Borrowings that do not bear any interest and are due beyond one year or a normal operating cycle (whichever is longer). format: double nullable: true nonInterestBearingBorrowingsValue: type: number description: Non-interest bearing deposits in other financial institutions. format: double nullable: true nonInterestBearingDemandDepositsValue: type: number description: Amount of all non-interest bearing domestic and foreign deposits. format: double nullable: true notesPayableCurrentDebtValue: type: number description: 'Carrying value of the obligation to repay the principal amount contained in a written promissory note; on a specific future date that is within one year or a normal operating cycle (whichever is longer). Includes : Banker''s acceptance and Debenture' format: double nullable: true notesPayablesNonCurrentValue: type: number description: 'Carrying value of the obligation to repay the principal amount contained in a written promissory note; on a specific future date that is beyond one year or a normal operating cycle (whichever is longer). Includes : Banker''s acceptance and Debenture' format: double nullable: true notesPayableValue: type: number description: 'Written promises to pay a stated sum at one or more specified dates in the future. Includes : Banker''s acceptance' format: double nullable: true notesReceivableCurrentValue: type: number description: Net amount representing the right to receive the principal amounts contained in written promissory notes. Usually it is a written promise from a client or customer to pay a definite amount of money on a specific future date that is within the normal operating cycle. format: double nullable: true notesReceivableNonCurrentValue: type: number description: Amount representing the right to receive the principal amounts contained in written promissory notes. Usually it is a written promise from a client or customer to pay a definite amount of money on a specific future date that is beyond one year or a normal operating cycle (whichever is longer). format: double nullable: true notesReceivableValue: type: number description: Right to receive the principal amount contained in a written promissory note; which is usually a written promise from a client or customer to pay a definite amount of money on a specific future date. format: double nullable: true openingShareholdersFundsValue: type: number description: Balance of shareholders' equity at the start of the period. format: double nullable: true operatingLeaseAssetsValue: type: number description: Short term operating leases that are used to acquire equipment. format: double nullable: true otherAssetsValue: type: number description: 'Other assets not categorized above. Includes: settlement balances and short position assets' format: double nullable: true otherCurrentAssetsValue: type: number description: 'Other current assets not categorized above. Includes: Unclassified current assets; dividend and interest on shareholder equity; leasing (if no specific nature of the lease is provided; common in South America) Excludes: Leased assets to generate income (map to Other Inventories).' format: double nullable: true otherCurrentLiabilitiesValue: type: number description: Other liabilities not categorized above that are due within one year or a normal operating cycle (whichever is longer). format: double nullable: true otherCurrentPortionOfLongTermDebtValue: type: number description: Carrying value of other long term debt not categorized above and due within one year or a normal operating cycle (whichever is longer). format: double nullable: true otherDeferredLiabilitiesCurrentValue: type: number description: Other deferred liabilities not categorized above that will be recognized within one year or a normal operating cycle (whichever is longer). format: double nullable: true otherDeferredLiabilitiesNonCurrentValue: type: number description: Other deferred liabilities not categorized above. format: double nullable: true otherDepositsAssetsValue: type: number description: Other deposits not categorized above. format: double nullable: true otherDepositsValue: type: number description: Other deposit liabilities not categorized above. format: double nullable: true otherEmployeeRelatedLiabilitiesCurrentValue: type: number description: Other long term employee related liabilities not categorized above. format: double nullable: true otherEmployeeRelatedLiabilitiesNonCurrentValue: type: number description: Other long term employee related liabilities not categorized above. format: double nullable: true otherEmployeeRelatedLiabilitiesValue: type: number description: Other employee-related liabilities not categorized above. format: double nullable: true otherEquipmentValue: type: number description: 'Cost of other equipment owned by the company for its business operations; not categorized in the above. Includes: Net book value if accumulated depreciation is not reported' format: double nullable: true otherEquityInterestValue: type: number description: Other equity attributable to parent stockholders not categorized above. format: double nullable: true otherFinancialAssetsNonCurrentValue: type: number description: Other financial assets not categorized above. format: double nullable: true otherFinancialAssetsValue: type: number description: Other financial assets not categorized above. format: double nullable: true otherFinancialLiabilitiesCurrentValue: type: number description: Other financial liabilities not categorized above. format: double nullable: true otherFinancialLiabilitiesNonCurrentValue: type: number description: Other financial liabilities not categorized above. format: double nullable: true otherFinancialLiabilitiesValue: type: number description: Other financial liabilities not categorized above. format: double nullable: true otherGainsAndLossesValue: type: number description: Other gains and losses not recognized in the Income Statement and not categorized above. format: double nullable: true otherInsuranceBusinessAssetsValue: type: number description: Other insurance business assets not categorized above. format: double nullable: true otherInsuranceContractAssetsValue: type: number description: Other insurance contract assets not categorized above. format: double nullable: true otherInsuranceLiabilitiesReservesValue: type: number description: Other insurance liabilities or reserves not categorized above. format: double nullable: true otherIntangibleAssetsValue: type: number description: 'Other intangibles not categorized in the above. Includes: Net book value if accumulated amortization is not reported; Club membership' format: double nullable: true otherInventoriesValue: type: number description: All other inventories; not categorized above. format: double nullable: true otherInvestmentsNonCurrentValue: type: number description: Other investments not categorized above. format: double nullable: true otherInvestmentsValue: type: number description: Other investments not categorized above. format: double nullable: true otherLiabilitiesValue: type: number description: Other liabilities not classified above. format: double nullable: true otherLoansBorrowingsValue: type: number description: Agreements in which money is given to another party in exchange for future repayment of the principal amount plus interest and/or other finance charges. These could be for a specific one time amount or open ended credit up to a specified amount. format: double nullable: true otherLoansCurrentDebtValue: type: number description: Other debt not categorized above that is due within one year or a normal operating cycle (whichever is longer). format: double nullable: true otherLoansNonCurrentValue: type: number description: Other long term loans not categorized above. format: double nullable: true otherLoansValue: type: number description: Other loans not categorized above. format: double nullable: true otherNonCurrentAssetsValue: type: number description: 'Other non-current assets not categorized above. Includes: Other participating interests; dividend and interest on shareholders equity; leasing (if no specific nature of the lease is provided; common in South America). Excludes: Leased assets used to generate income (Leased Property; Plant and Equipment).' format: double nullable: true otherNonCurrentLiabilitiesValue: type: number description: 'Other non-current liabilities not categorized above. Includes: Estimate Liability' format: double nullable: true otherNonEquityValue: type: number description: Non-equity means someone owes you money with a note and mortgage or other security instrument securing the debt. Any security other than a stock. Examples include bonds and options. Non-equity securities may fluctuate in value in relation to stocks. For example; futures contracts may increase in price as stocks increase; while bond prices tend to move inversely to stock prices. The data point is available only for UK companies with London Stock Exchange listings. format: double nullable: true otherPartnersCapitalValue: type: number description: Other partner capital not categorized above. format: double nullable: true otherPayableCurrentValue: type: number description: 'Other payables not categorized above that are due within one year or a normal operating cycle (whichever is longer). Includes: Salaries and Commission Payable; Authorizations/License of Authorization Payable; Payment of Bills' format: double nullable: true otherPayablesNonCurrentValue: type: number description: 'Other payables not categorized above. Includes: Authorizations payables; licenses of authorization' format: double nullable: true otherPayablesValue: type: number description: 'Other payables not categorized above. Includes: payables due to other financial institutions' format: double nullable: true otherPropertiesAndImprovementsValue: type: number description: 'Cost of other improvements associated with properties; not categorized above. Includes: Net book value if accumulated depreciation is not reported; betterments. Excludes: Improvements not related with Properties (charged under its respective asset)' format: double nullable: true otherPropertyPlantAndEquipmentValue: type: number description: 'Cost of other property; plant and equipment not categorized in the above. Includes: Nuclear fuel reported within PPE; Net book value if accumulated depreciation is not reported' format: double nullable: true otherProvisionsCurrentValue: type: number description: Other provisions not categorized above that are due within one year or a normal operating cycle (whichever is longer). format: double nullable: true otherProvisionsNonCurrentValue: type: number description: Other provisions not categorized above. format: double nullable: true otherProvisionsValue: type: number description: Liabilities or obligations arising from the legal clauses of contracts that are unrelated to employee benefits. format: double nullable: true otherRealEstateOwnedValue: type: number description: Property owned by the bank but not directly related to its business. format: double nullable: true otherReceivablesCurrentValue: type: number description: 'Amount due within one year or a normal operating cycle (whichever is longer); and not categorized in the above. Includes: rent receivable' format: double nullable: true otherReceivablesNonCurrentValue: type: number description: 'Amount due beyond one year or a normal operating cycle (whichever is longer); and not categorized in the above. Includes: rent receivable' format: double nullable: true otherReceivablesValue: type: number description: Amount due in relation to other receivables not categorized above. format: double nullable: true otherReservesAccumulatedComprehensiveIncomeValue: type: number description: 'Any reserve not categorized above. Includes: goodwill reserves; equity in associate entities reserves; legal; statutory reserve ;etc.' format: double nullable: true otherShortTermInvestmentsValue: type: number description: Other short term investments not categorized above. format: double nullable: true otherTaxPayableCurrentValue: type: number description: Current liability account which reflects the amount of other taxes (besides income taxes) due to the federal; state; and local governments. format: double nullable: true otherTransfersValue: type: number description: Other transfers in the shareholders' equity statement not categorized above. format: double nullable: true paidInCapitalValue: type: number description: Sum of all paid-in capital; including common stock and preferred stock. format: double nullable: true payablesAndAccruedExpensesCurrentValue: type: number description: Sum of all payables owed and expenses accrued; due for payment within one year or a normal operating cycle (whichever is longer). format: double nullable: true payablesAndAccruedExpensesNonCurrentValue: type: number description: Sum of all payables owed and expenses accrued; due for payment beyond one year or a normal operating cycle (whichever is longer). format: double nullable: true payablesAndAccruedExpensesValue: type: number description: Total of all payables and accrued expenses. format: double nullable: true payablesToBrokerDealersAndClearingOrganizationsValue: type: number description: Liabilities that reflect the amount owed to brokers; including dealers and clearing organizations; for services received. format: double nullable: true pensionAndOtherEmployeeBenefitsNonCurrentValue: type: number description: Recognition of an asset where pension fund assets exceed promised pension and other employee benefits. Including severance format: double nullable: true pensionAndOtherPostRetirementBenefitPlansCurrentValue: type: number description: 'Long term obligation by the company for future annuity payments of the employees. All pension liabilities should map to this pension specific data point. Includes: Retirement benefit obligations; Severance cost' format: double nullable: true pensionAndOtherPostRetirementBenefitPlansNonCurrentValue: type: number description: 'Long term obligation by the company for future annuity payments of the employees. All pension liabilities should map to this pension specific data point. Includes: Retirement benefit obligations; Severance cost' format: double nullable: true pensionAndOtherPostRetirementBenefitPlansReservesAccumulatedComprehensiveIncomeValue: type: number description: Accumulated gains or losses from pension and other post retirement plans format: double nullable: true pensionAndOtherPostretirementBenefitPlansValue: type: number description: Liabilities associated with pension plans and other postretirement benefit plans. Including Severance cost format: double nullable: true pensionReserveValue: type: number description: Change in pension reserves reported in the shareholders' equity statement. format: double nullable: true perpetualDebtValue: type: number description: Debt without a maturity date to pay or redeem principal and interest that is paid continually. format: double nullable: true plantAndMachineryValue: type: number description: 'Cost of plant; machinery and facilities owned by the company for its business operations. Includes: Net book value if accumulated depreciation is not reported' format: double nullable: true pledgedDepositsAtBanksValue: type: number description: Deposits used as collateral to obtain loans. format: double nullable: true policyBenefitsAndClaimsOutstandingReservesValue: type: number description: Reserves set aside for future policy benefits; claims which have occurred but not yet settled and claims incurred but not reported (IBNR). format: double nullable: true policyholderDepositFundValue: type: number description: Amount deposited by policyholders under life insurance contracts. format: double nullable: true policyLoansValue: type: number description: Loans in which the collateral is the cash value of a person's life insurance policy. format: double nullable: true preferredSecuritiesOutsideStockEquityValue: type: number description: 'Preferred stock reported outside of the Shareholders Equity section. Includes: Trust Preferred Securities; Redeemable Preferred Stock and Non-controlling interest subject to put option.' format: double nullable: true preferredSharesNumberValue: type: number description: Number of Preferred Shares issued as of the period ending date; including both outstanding and treasury preferred shares. format: double nullable: true preferredSharesOutstandingValue: type: number description: Number of Preferred Shares outstanding as of the period ending date. format: double nullable: true preferredSharesTreasuryValue: type: number description: Number of Preferred Treasury Shares as of the period ending date. format: double nullable: true preferredStockValue: type: number description: 'Class of shares in the company that has a claim prior to common shareholders on the earnings of the company and on the assets in the event of liquidation. Includes: convertible preferred stock; equity redeemable preferred stock; equity other preferred stock' format: double nullable: true preferredUnitValue: type: number description: Carrying value of preferred units. Preferred units are senior to common units; but subordinate to bonds in terms of claim (or rights to their share of the assets of the company) and may have priority over common units upon liquidation in a partnership structure. format: double nullable: true prepaymentsAndDepositsCurrentValue: type: number description: Amount paid or used as security/collateral for business activities within one year or a normal operating cycle (whichever is longer). format: double nullable: true prepaymentsAndDepositsNonCurrentValue: type: number description: Total of prepayments and deposits. format: double nullable: true prepaymentsNonCurrentValue: type: number description: Amount paid for business activities for one year or a normal operating cycle (whichever is longer) in advance of receiving them. format: double nullable: true prepaymentsValue: type: number description: Amount paid for expenses before they are actually incurred. format: double nullable: true priorYearAdjustmentValue: type: number description: Correction of prior period errors/adjustments in the current reporting period. format: double nullable: true propertiesValue: type: number description: 'Total gross book value of the company''s land; buildings; and leasehold improvements. Includes: Net book value if accumulated depreciation is not reported' format: double nullable: true provisionForAssetRetirementObligationSiteRestorationAndRehabilitationCurrentValue: type: number description: Obligation due within one year or a normal operating cycle (whichever is longer) that is associated with the retirement of a tangible long-lived asset in which the method of settlement may be conditional on a future event; the occurrence of which may not be within the control of the company. format: double nullable: true provisionForAssetRetirementObligationSiteRestorationAndRehabilitationNonCurrentValue: type: number description: Legal obligation associated with the retirement of a tangible long-lived asset in which the method of settlement may be conditional on a future event; the occurrence of which may not be within the control of the company. format: double nullable: true provisionForEmployeeBenefitsRelatedLiabilitiesValue: type: number description: Liabilities related to employee benefits; including postretirement benefit plans and other employee-related liabilities. format: double nullable: true provisionForEmployeeEntitlementsCurrentValue: type: number description: 'Long term obligations from the legal clause of a employment contract. Includes: Employee benefits; related liabilities; disclosed in the non-current liabilities section of the Balance Sheet.' format: double nullable: true provisionForEmployeeEntitlementsNonCurrentValue: type: number description: 'Long term obligations from the legal clause of a employment contract. Includes: Employee benefits; related liabilities; disclosed in the non-current liabilities section of the Balance Sheet.' format: double nullable: true provisionForMineMaintenanceCurrentValue: type: number description: Current obligations/liabilities related to restoring a mine to its original state; processing and conditioning a closed mine site where there is potential to recommence operations; reclaiming or remediating land; or any other provisions specific to the mining industry. format: double nullable: true provisionForMineMaintenanceNonCurrentValue: type: number description: Long term obligations/liabilities due to processes and conditions on a closed mine site where there is potential to recommence operations. format: double nullable: true provisionForTaxLiabilitiesCurrentValue: type: number description: Provisions for tax-related liabilities that are expected to expire within one year or a normal operating cycle (whichever is longer). format: double nullable: true provisionForTaxLiabilitiesNonCurrentValue: type: number description: Provisions for tax-related liabilities that are expected to expire beyond one year or a normal operating cycle (whichever is longer). format: double nullable: true provisionForTaxLiabilitiesValue: type: number description: Total provisions for tax-related liabilities. format: double nullable: true provisionsCurrentValue: type: number description: Sum of carrying values of long term obligations/liabilities from the legal clause of a contract that prohibits the company from performing certain actions beyond one year or a normal operating cycle (whichever is longer). format: double nullable: true provisionsNonCurrentValue: type: number description: Sum of carrying values of long term obligations/liabilities from the legal clause of a contract that prohibits the company from performing certain actions beyond one year or a normal operating cycle (whichever is longer). format: double nullable: true provisionsValue: type: number description: Liabilities or obligations arising from the legal clauses of contracts that prohibit the company from performing certain actions. format: double nullable: true purchasedGoodwillValue: type: number description: Difference between the cost of an acquired entity and the aggregate of the fair value of that entity's identifiable assets and liabilities. format: double nullable: true purchaseOfOwnSharesValue: type: number description: Purchase of shares to increase treasury stock. Eventually decreases total net shareholders' equity. format: double nullable: true rawMaterialsConsumablesAndSuppliesValue: type: number description: 'Value of unprocessed items to be consumed in the manufacturing or production process. Includes: Purchased components' format: double nullable: true realEstateAndInvestmentPropertiesValue: type: number description: Real estate held by property development companies as inventory. format: double nullable: true receivablesValue: type: number description: Amount owed to the company from other parties. format: double nullable: true regulatoryAssetsCurrentValue: type: number description: Specific costs or revenues that a regulatory agency permits the company to defer to its balance sheet. format: double nullable: true regulatoryAssetsNonCurrentValue: type: number description: Specific costs or Losses that a regulatory agency permits the company to defer to its balance sheet. format: double nullable: true regulatoryLiabilitiesCurrentValue: type: number description: Revenues/gains that a government agency permits a regulated utility to defer which will be recognized within one year or a normal operating cycle (whichever is longer). format: double nullable: true regulatoryLiabilitiesNonCurrentValue: type: number description: Revenues/gains that a government agency permits a regulated utility to defer under the non-current section of the Balance Sheet. format: double nullable: true reinsuranceAssetsValue: type: number description: 'All reinsurance related assets; including share of reinsurance contracts and reinsurance recoveries. Excludes: reinsurance receivables' format: double nullable: true reinsuranceLiabilitiesValue: type: number description: Liabilities related to reinsurance; if reported separately by the insurance company. This includes estimated policy benefits; claims and losses due to reinsurance contracts. format: double nullable: true reportPeriodLength: type: integer description: 'Indicates number of period length reported by the company: for instance; 12-month annual report has report period length as 12.' format: int32 nullable: true reportPeriodLengthType: type: string description: 'Indicates unit of period length reported by the company: for instance; 12-month annual report has report period length type as months. General period length types include days; weeks; months and quarters.' nullable: true reportRawEndDate: type: string description: The actual report date when the company reports its financial statements nullable: true researchAndDevelopmentValue: type: number description: 'Activities in connection with corporate innovation that have value and future economic benefit to the company. Includes: Net book value if accumulated amortization is not reported' format: double nullable: true reservesAccumulatedComprehensiveIncomeLossesLimitedPartnershipValue: type: number description: Sum of all reserves that are derived from contributions by shareholders; profit; retained earnings; etc. in a Limited Partnership. format: double nullable: true reservesAccumulatedComprehensiveIncomeLossesValue: type: number description: Sum of all reserves that are derived from contributions by shareholders; profit; retained earnings; etc. format: double nullable: true reservesForBenefitsClaimsAndLossesExpenseValue: type: number description: Sum of insurance contract liabilities/reserves and investment contract liabilities. format: double nullable: true residentOrTenantOrSecurityDepositsValue: type: number description: Resident Or Tenant Or Security Deposits Value format: double nullable: true restrictedCashAndCashEquivalentsValue: type: number description: Carrying amount of Cash; Cash Equivalents and Investments items which are restricted as to withdrawal or usage. E.g. Restricted deposits; Judicial; pledge deposit; restricted investment; etc. format: double nullable: true restrictedCashAndInvestmentsValue: type: number description: Carrying value of cash; cash equivalent items; and investments which are restricted as to withdrawal or usage. format: double nullable: true restrictedCommonStockValue: type: number description: Common shares that are non-transferable and have some form of vesting period over a couple of years. They're primarily used for executives. format: double nullable: true restrictedInvestmentsValue: type: number description: Carrying value of investments which are restricted as to withdrawal or usage. format: double nullable: true retainedEarningsAccumulatedDeficitLimitedPartnershipValue: type: number description: Accumulated after tax earnings of the Limited Partnership company that have not been distributed to shareholders as dividends or allocated to any specific reserve account. format: double nullable: true retainedEarningsAccumulatedDeficitValue: type: number description: Accumulated after-tax earnings of the company that have not been distributed to shareholders as dividends or allocated to any specific reserve account. format: double nullable: true retainedProfitLossForThePeriodValue: type: number description: Profit or loss attributable to shareholders during the period as reported in the Income Statement. format: double nullable: true retainedProfitsAtBeginningOfPeriodValue: type: number description: Value of retained earnings carried forward from prior period Balance Sheet. format: double nullable: true retainedProfitsAtEndOfPeriodValue: type: number description: Net value of all above items ( accumulated profit from previous period + current net result after tax +/- movements in reserves or provisions - distributions). format: double nullable: true revaluationsValue: type: number description: Revaluation gains and losses recognized during the period outside the Income Statement/changes in equity resulting from revaluation of noncurrent tangible and financial assets. format: double nullable: true revenueReserveClosedEndFundSupplementalValue: type: number description: Amount reserved out of retained earnings or profits retained by the company. format: double nullable: true securitiesBorrowedValue: type: number description: Carrying value as of the balance sheet date of securities borrowed from broker-dealers or institutions. format: double nullable: true securitiesLendingCollateralValue: type: number description: Collateral held by the company in exchange for lending out securities to other parties. format: double nullable: true securitiesLoanedValue: type: number description: Carrying value as of the balance sheet date of securities loaned to other broker dealers; typically used by such parties to cover short sales; which are secured by cash or other securities until the borrowing is closed. format: double nullable: true securitiesOfAffiliatedIssuersValue: type: number description: Carrying amount of investment securities owned by the insurer or companies that share joint ownership of securities with the insurer as of the balance sheet date. format: double nullable: true securitiesOfUnaffiliatedIssuersValue: type: number description: Carrying amount of investment securities neither owned by the insurer nor companies that share joint ownership of securities with the insurer as of the balance sheet date. format: double nullable: true securitiesPurchasedUnderReposAndSecuritiesBorrowedValue: type: number description: Sum of securities borrowed from broker-dealers or institutions and purchases of securities with the agreement to sell them back at a higher price at a specific future date. format: double nullable: true securitiesPurchasedUnderReverseRepurchaseAgreementsValue: type: number description: Purchases of securities with the agreement to sell them at a higher price at a specific future date. format: double nullable: true securitiesSoldUnderReposAndSecuritiesLoanedValue: type: number description: Sum of securities loaned to broker-dealers or institutions and sales of securities with the agreement to buy them back at a higher price at a specific future date. format: double nullable: true securitiesSoldUnderReverseRepurchaseAgreementsValue: type: number description: Carrying value as of the balance sheet date of securities that an institution sells and agrees to repurchase as a seller-borrower at a specified date for a specified price. format: double nullable: true separateAccountAssetsValue: type: number description: Value of securities bought by the insurance company but directly owned by the investors that provided the funds. These securities are reported separately from the company's other investments. The separate account assets are legally segregated and available only to settle separate account contract obligations. Separate accounts liabilities are carried at an amount equal to the separate accounts assets. format: double nullable: true separateAccountLiabilityValue: type: number description: Value of securities bought by the insurance company but directly owned by the investors that provided the funds. These securities are reported separately from the company's other investments. Separate account liabilities represent the contract holders' claims to the related assets and are carried at an amount equal to the separate accounts assets. format: double nullable: true shareOptionSchemesReleaseExpenseValue: type: number description: Share options granted to employees which impacts comprehensive income. format: double nullable: true shortTermInvestmentsValue: type: number description: Total of all short term financial investments. format: double nullable: true softwareAndTechnologyValue: type: number description: 'Software and technology bought or internally developed by the company; that meets criteria to be capitalized; Software and technology have future economic benefit to the company. Includes: Net book value if accumulated amortization is not reported' format: double nullable: true statutoryDepositsValue: type: number description: Amount of cash; cash equivalent; and other highly liquid asset reserves that the company is required to hold by law to reduce the risk of large investment losses and to provide payments to policyholders. format: double nullable: true stockOptionsWarrantsDeferredSharesConvertibleDebenturesLimitedPartnershipValue: type: number description: Value of instruments issued to investors in a Limited Partnership giving them the right to purchase the underlying security at a specific price within a given time period. format: double nullable: true stockOptionsWarrantsDeferredSharesConvertibleDebenturesValue: type: number description: 'Instruments giving holder the right to purchase the underlying security at a specific price within a given time period. Includes: stock options; convertible debentures; unearned employee stock options; ESOP shares; ESOP debt guarantees; put options over non-controlling interests; put option and related reserves to all items mentioned above.' format: double nullable: true stockSubscriptionValue: type: number description: Value of contracts requiring investors to purchase a set number of unissued shares from the company at a future date for a specific price. format: double nullable: true subordinatedDebtValue: type: number description: Debt which ranks after other classes of debt should a company fall into liquidation or bankruptcy; therefore making it more risky than unsubordinated debt. format: double nullable: true subordinatedUnitValue: type: number description: Carrying value of subordinated units. Subordinated units are securities representing a fractional part of the partnership interests of all limited partners and have the rights and obligations specified in the partnership agreement which does not include a common unit. format: double nullable: true surplusRevenueReserveValue: type: number description: Amount reserved out of retained earnings or profits retained by the company including general reserves format: double nullable: true taxesPayableCurrentValue: type: number description: 'Accrued tax liabilities that are due within one year or a normal operating cycle (whichever is longer). Includes: Income Tax payable' format: double nullable: true taxesPayableNonCurrentValue: type: number description: 'Accrued tax liabilities that are due beyond one year or a normal operating cycle (whichever is longer). Includes: Income tax payable' format: double nullable: true taxesPayableValue: type: number description: Liabilities reflecting the taxes owed to federal; provincial; and local tax authorities. format: double nullable: true taxesReceivableCurrentValue: type: number description: 'Carrying amount due from tax authorities as of the balance sheet date; representing refunds of overpayments or recoveries based on agreed-upon resolutions of disputes that will be realized within one year or a normal operating cycle (whichever is longer). Includes: indirect & direct recoverable tax' format: double nullable: true taxesReceivableNonCurrentValue: type: number description: 'Amount due from tax authorities as of the balance sheet date representing refunds of overpayments or recoveries based on agreed-upon resolutions of disputes that will not be realized within one year or a normal operating cycle (whichever is longer). Includes: All types of taxes receivable such as income tax receivable and value added tax receivable; indirect & direct recoverable tax' format: double nullable: true taxesReceivableValue: type: number description: Amount due from tax authorities as of the balance sheet date representing refunds of overpayments or recoveries based on agreed-upon resolutions of disputes. format: double nullable: true taxLiabilitiesCurrentValue: type: number description: Liabilities arising from deferred taxes and provisions for taxes that are payable within one year or a normal operating cycle (whichever is longer). format: double nullable: true taxLiabilitiesNonCurrentValue: type: number description: Liabilities arising from deferred taxes and provisions for taxes that are expected to be paid beyond one year or a normal operating cycle (whichever is longer). format: double nullable: true taxLiabilitiesValue: type: number description: Total liabilities arising from deferred taxes and provisions for taxes. format: double nullable: true templateCode: $ref: '#/components/schemas/CodeMappingString' termDepositsValue: type: number description: Long-term deposit accounts; such as a savings account or certificate of deposit; that pay a fixed rate of interest until a given maturity date. Funds can only be withdrawn after the maturity date or with proper notice. Short-term deposits would be classified as a cash equivalent. format: double nullable: true totalAssetsValue: type: number description: Sum of all assets; as recorded in the Balance Sheet. format: double nullable: true totalCurrentAssetsValue: type: number description: Sum of all assets that are expected to be realized in cash; sold or consumed within one year or a normal operating cycle (whichever is longer). format: double nullable: true totalCurrentLiabilitiesValue: type: number description: Sum of all liabilities/obligations that are expected to be repaid within one year or a normal operating cycle (whichever is longer). format: double nullable: true totalDepositsAssetsValue: type: number description: Sum of deposits made under assumed reinsurance contracts; deposits paid for business and fixed assets; statutory deposits; pledged deposits at banks; term deposits; and other deposit assets. format: double nullable: true totalDepositsValue: type: number description: Sum of deposits by banks and institutions; deposits by customers; non-interest-bearing/demand deposits; interest-bearing/time/savings deposits; and deposit certificates. format: double nullable: true totalEquityAsReportedSupplementalValue: type: number description: Ownership interest in a corporation in the form of common stock or preferred stock. It also refers to total assets minus total liabilities. This value represents Total Equity as reported by the company. format: double nullable: true totalEquityValue: type: number description: Equity attributable to stockholders and non-controlling/minority interests. format: double nullable: true totalInvestmentsValue: type: number description: Total of all investments; including long term equity investments; investments in financial assets; etc. format: double nullable: true totalLiabilitiesAsReportedSupplementalValue: type: number description: Total value of all the current liabilities; long term debt; and any other miscellaneous liabilities the company may have. This value represents Total Liabilities as reported by the company. format: double nullable: true totalLiabilitiesValue: type: number description: Total value of all liabilities recorded by the company. format: double nullable: true totalLongTermInvestmentsValue: type: number description: Total of all investments; including long term equity investment; investment in financial assets and so on. format: double nullable: true totalNonCurrentAssetsValue: type: number description: Sum of all assets that are expected to be realized in cash; sold or consumed after one year or beyond the normal operating cycle. format: double nullable: true totalNonCurrentLiabilitiesValue: type: number description: Sum of all liabilities/obligations that are expected to be repaid after one year or a normal operating cycle (whichever is longer). format: double nullable: true totalPartnershipCapitalValue: type: number description: Ownership interest of different classes of partners in a publicly listed limited partnership or master limited partnership company. Partners include general; limited and preferred partners. format: double nullable: true tradeAccountsPayableCurrentValue: type: number description: Claims of trade creditors for unpaid goods or services that are due within one year or a normal operating cycle (whichever is longer). format: double nullable: true tradeAccountsPayableNonCurrentValue: type: number description: Claims of trade creditors for unpaid goods or services that are due beyond one year or a normal operating cycle (whichever is longer). format: double nullable: true tradeAccountsPayableValue: type: number description: Amounts billed to a company by its suppliers for goods delivered to or services consumed by the company in the ordinary course of business. format: double nullable: true tradeAccountsReceivableCurrentValue: type: number description: 'Net value of amount due from customers/clients or other parties; within one year or a normal operating cycle (whichever is longer); for goods or services that have been delivered or sold in the normal course of business. Includes: Billed Receivables' format: double nullable: true tradeAccountsReceivableNonCurrentValue: type: number description: Amount due from customers or clients in more than one year or a normal operating cycle (whichever is longer); for goods or services that have been delivered or sold in the normal course of business. format: double nullable: true tradeAccountsReceivableValue: type: number description: 'Amount due from customers or clients for products or services that have been delivered or sold in the normal course of business. Includes: premiums receivable and insurance receivable' format: double nullable: true tradeAndOtherPayablesCurrentValue: type: number description: Sum of all payables owed; due for payment within one year or a normal operating cycle (whichever is longer). format: double nullable: true tradeAndOtherPayablesNonCurrentValue: type: number description: Sum of all payables owed; due for payment beyond one year or a normal operating cycle (whichever is longer). format: double nullable: true tradeAndOtherPayablesValue: type: number description: Total of all payables owed by the company. format: double nullable: true tradeAndOtherReceivablesCurrentValue: type: number description: 'Amount due from customers/clients or other parties; within one year or a normal operating cycle (whichever is longer); for goods or services that have been delivered or sold in the normal course of business and/or other receivables. Includes: Rent Receivables' format: double nullable: true tradeAndOtherReceivablesNonCurrentValue: type: number description: 'Amount due from customers or clients in more than one year or a normal operating cycle (whichever is longer); for goods or services that have been delivered or sold in the normal course of business and/or other receivables. Includes: Rental Receivables' format: double nullable: true trademarksAndPatentsValue: type: number description: 'Trademarks represent brand names; logos; etc. that have value and economic benefit to the company. Patents are licenses granted by the government that give the holder exclusive rights to a process; design; or new invention for a designated period of time. Includes: Net book value if accumulated amortization is not reported' format: double nullable: true tradeNotesPayableCurrentValue: type: number description: Amount due on trade notes within one year or a normal operating cycle (whichever is longer). format: double nullable: true tradeNotesPayableNonCurrentValue: type: number description: Amount due on trade notes beyond one year or a normal operating cycle (whichever is longer). format: double nullable: true tradingAndFinancialLiabilitiesValue: type: number description: Sum of the carrying values as of the balance sheet date of all financial liabilities held for trading or designated as fair value through profit and loss; debt and capital lease obligations; underwriting securities liabilities; and derivative and hedging liabilities. format: double nullable: true tradingListedInvestmentsCurrentValue: type: number description: Debt and equity investments that the company intends to trade for a profit in the near term. Held on the balance sheet at fair value; and both realized and unrealized gains flow to the income statement. format: double nullable: true tradingLoanValue: type: number description: Trading loans represents the financing option of trading loans used by banks. format: double nullable: true tradingSecuritiesAssetsNonCurrentValue: type: number description: Debt and equity investments that the company intends to trade for a profit at some point beyond one year. Held on the balance sheet at fair value; and both realized and unrealized gains flow to the income statement. format: double nullable: true tradingSecuritiesAssetsValue: type: number description: Carrying value of trading securities/assets. Recorded at the price in effect when these securities were purchased or sold. format: double nullable: true transferToFromReservesProvisionsValue: type: number description: Amount from retained earnings set aside as reserves or provisions. format: double nullable: true treasuryBillsAndOtherEligibleBillsValue: type: number description: Short-term debt obligation backed by the U.S. government with a maturity of less than one year. format: double nullable: true treasuryStockForCommonStockValue: type: number description: Value of Common/Ordinary stock reacquired or repurchased by the company. format: double nullable: true treasuryStockForPreferredStockValue: type: number description: Value of Preferred stock reacquired or repurchased by the company. format: double nullable: true treasuryStockValue: type: number description: Value of common stock reacquired or repurchased by the company. format: double nullable: true treasuryUnitValue: type: number description: Carrying value of units of the partnership's capital that have been issued and repurchased by the partnership; which have not been retired or canceled. format: double nullable: true typeOfPeriod: type: string description: Indicates the period type of financial statements. The period types include Discrete; Cumulative; Annual; TTM and Others. Discrete means a 3-month period for a quarter report and a 6-month period for a semi-annual report (SA1); Cumulative means a year-to-date period such as 6 months (Q2) and 9 months (Q3); Annual means a 12-month period; TTM means a derived trailing 12 months period; Others is used for exceptional or unusual cases such as when a Fiscal Year End Change (FYC) occurs. nullable: true unallocatedSurplusValue: type: number description: Annual excesses of premiums and investment returns over claim payments; operating expenses and the change in policyholder provisions. format: double nullable: true undatedLoanCapitalValue: type: number description: Type of subordinated debt without a fixed date. format: double nullable: true underwritingSecuritiesLiabilitiesValue: type: number description: Liabilities related to the underwriting business; in which the company helps clients to find investors and distribute the securities for public offering. If there are not enough investors; the company has to hold the securities itself. format: double nullable: true unearnedIncomeValue: type: number description: Income received but not yet earned; which is netted against the total loan. format: double nullable: true unearnedPremiumsLiabilitiesReservesValue: type: number description: Premiums to be earned in future years in relation to the insurance coverage provided. format: double nullable: true unitOfReport: type: integer description: 'The unit that the company uses when reporting the values within its financial statements: for instance; 1000 for value reported in thousands.' format: int64 nullable: true unpaidLossAndLossAdjustmentReservesValue: type: number description: Reserves set aside for unpaid losses and the cost of investigation and adjusting for losses. format: double nullable: true utilityPlantValue: type: number description: 'Total gross book value of the company''s utility plants and facilities. For example: water plant; electric generation plant; natural gas plant and common utility plant. Includes: Net book value if accumulated depreciation is not reported' format: double nullable: true waterUtilityPlantValue: type: number description: 'Cost of plants and facilities that provide water and/or waste water systems. For example: wells; reservoirs; pumping stations; control facilities; waste treatment and disposal facilities and equipment. Includes: Waste water systems that consist of waste treatment and disposal facility and equipment; Net book value if accumulated depreciation is not reported' format: double nullable: true workInProcessValue: type: number description: Work or goods; in the process of being manufactured but not yet completed as finished goods. format: double nullable: true numberOfMonths: type: integer description: '' format: int32 nullable: true reportType: type: boolean description: '' nullable: true reportPeriod: type: string description: '' nullable: true additionalProperties: false title: OutputBalanceSheet CodeMappingBoolean: type: object properties: value: type: string nullable: true code: type: boolean nullable: true additionalProperties: false title: CodeMappingBoolean OutputMetadataMessages: type: object properties: type: type: string nullable: true code: type: string nullable: true investments: type: array items: $ref: '#/components/schemas/OutputInvalidInvestments' nullable: true message: type: string nullable: true additionalProperties: false title: OutputMetadataMessages OutputDividendMetrics: type: object properties: asOfDate: type: string description: The calendar date when dividend metrics data points are calculated nullable: true adjustedFundsFromOperationsPayOutRatio: type: number description: This measures how much of a REIT's adjusted funds from operations is being paid out in actual dividends. This ratio is calculated as common dividends per share divided by the reported diluted adjusted funds from operations per share. format: double nullable: true currencyCode: $ref: '#/components/schemas/CodeMappingString' dividendCoverageRatio: type: number description: This ratio represents the value of the company's net income relative to dividends paid back to shareholders. This can be used to measure a company's ability to use net income to pay out its dividend. This is calculated using Earnings Per Share divided by Dividend Per Share. format: double nullable: true dividendPayOutRatio: type: number description: This ratio represents the value of the company's dividend paid back to shareholders relative to its net income. This can be used to measure the amount a company is paying out versus retaining for future growth. This is calculated using Dividend Per Share divided by Earnings Per Share. format: double nullable: true dividendPayoutRatio5YearAverage: type: number description: Five year average value of dividend payout ratio; calculated by using our standard growth methodology format: double nullable: true dividendYield5YearAverage: type: number description: This data point is the average of daily yields using harmonic mean. It is calculated by dividing the number of available dividend yield values in the stipulated 5 year period by the sum of the reciprocals (1/DY) of each value in that period. Dividend Yield is calculated using Trailing Dividend divided by Stock Price. format: double nullable: true expectedDividendGrowthRate: type: number description: This calculation represents the estimated change in a company's' dividend. This can be used to estimate the potential growth on a stocks' return. This is calculated using the percentage change between the Forward Dividend and Trailing Dividend. format: double nullable: true forwardDividend: type: number description: This calculations represents the stock dividend expected to be paid out over the next year. This can be used to measure the return on the company stock. This is calculated by annualizing the last cash dividend paid or the latest announced cash dividend. format: double nullable: true forwardDividendYield: type: number description: This ratio represents the value of the share's estimated dividend relative to its price. This can be used to measure the amount a company is expected to pay out versus retaining for future growth. This is calculated using Forward Dividend divided by Stock Price. format: double nullable: true forwardGrossedUpDividend: type: number description: It is the projected dividend for the coming year. It can be calculated by annualizing the latest dividend or by summing up dividends with ex-date within (Current Date - [1year+1day]; Current Date + 1year). format: double nullable: true forwardGrossedUpDividendYield: type: number description: A forward dividend yield is a stock's annualized dividend based on its stock price. format: double nullable: true fundsFromOperationsPayOutRatio: type: number description: This measures how much of a REIT's funds from operations is being paid out in actual dividends. This ratio is calculated as common dividends per share divided by the reported diluted funds from operations per share. format: double nullable: true grossedUpDividendTrailing: type: number description: This calculation represents total grossed up dividends within the past twelve month period. Grossed up dividends include regular cash dividends paid out by the company along with the portion of tax that the company has already paid on its net income before the dividend is paid. This can be used to measure the return on the company's stock. This is calculated using the summation of all the grossed up dividends paid out by the company within the certain period. format: double nullable: true grossedUpDividendYield: type: number description: This ratio represents the value of the company's grossed up trailing dividend relative to its stock price. This can be used to measure the rate of return on the company's stock. This is calculated using Trailing Grossed Up Dividend divided by Stock Price. format: double nullable: true normalizedDividendPayOutRatio: type: number description: This ratio represents the value of the company's dividend paid back to shareholders relative to its normalized net income. This can be used to measure the amount a company is paying back to shareholders versus retaining for future growth. This is calculated using Dividend Per Share divided by Normalized Earnings Per Share. format: double nullable: true normalizedReinvestmentRate: type: number description: This calculation represents the Normalized net earnings per share retained by the company as a percentage of Common Equity Book Value. This can be used as a measure of growth as the reinvestment rate is an estimate of how much a Company's book value is expected to grow over the current year. This is calculated using Normalized Earnings Per Share (TTM) net of Dividends Per Share (TTM) divided by average Common Equity Book Value per share. format: double nullable: true normalizedRetentionRate: type: number description: This ratio represents the pecentage of normalized income that the company keeps as retained earnings rather than paying out as dividends. This can be used to indicate whether or not the company is a growth company. This is calculated using 1 minus the Normalized Dividend Payout Ratio. format: double nullable: true reinvestmentRate: type: number description: This calculation represents the Net earnings per share retained by the company as a percentage of Common Equity Book Value. This can be used as a measure of growth as the reinvestment rate is an estimate of how much a Company's book value is expected to grow over the current year. This is calculated using Earnings Per Share (TTM) net of Dividends Per Share (TTM) divided by average Common Equity Book Value per share. format: double nullable: true reportPeriodEndDate: type: string description: The standardized report date when the company reports its financial statements. Standardized report date will be either 28 or 29 (February); 30 or 31. nullable: true retentionRate: type: number description: This ratio represents the pecentage of net income that the company keeps as retained earnings rather than paying out as dividends. This can be used to indicate whether or not the company is a growth company. This is calculated using 1 minus the Dividend Payout Ratio. format: double nullable: true sustainableGrowthRate: type: number description: This calculation measures the approximate rate at which a company could grow using internally generated cash; without issuing additional debt or equity. This can be used to measure the growth a company can fund from internally generated resources; without increasing debt levels or issuing equity. This is calculated by multiplying the company's Retention Rate by its Return on Equity. format: double nullable: true trailingDividend: type: number description: This calculation represents total regular cash dividends paid out within the past twelve month period. This can be used to measure the return on the company stock. This is calculated using the summation of all the dividends paid out by the company within the certain period. format: double nullable: true trailingDividendYield: type: number description: This ratio represents the value of the company's trailing dividend in the past twelve months relative to its stock price. This can be used to measure the rate of return on the company's stock. This is calculated using Trailing Dividend divided by Stock Price. format: double nullable: true numberOfMonths: type: integer description: '' format: int32 nullable: true reportPeriod: type: string description: '' nullable: true reportType: type: string description: '' nullable: true additionalProperties: false title: OutputDividendMetrics OutputProfitabilityPerShare: type: object properties: reportPeriodEndDate: type: string description: The standardized report date when the company reports its financial statements. Standardized report date will be either 28 or 29 (February); 30 or 31. nullable: true analystNormalizedEps: type: number description: The data point represents earnings per share adjusted for income/expenses that are considered irregular; unusual or non-recurring. The adjustment values are usually reported in the notes to financial statements; management; discussion and analysis or as Non-Gaap metrics. This is an analyst-screened datapoint; meaning an analyst is identifying and taking judgment on what should or should not be adjusted. format: double nullable: true currencyCode: $ref: '#/components/schemas/CodeMappingString' ebitdaPerShare: type: number description: 'The per share value of earnings before interest; tax; depreciation and amortization expenses (EBITDA). EBITDA: This data point represents the earnings the company generated before interest; tax; depreciation and amortization expenses. This can be used to measure a company''s profitability. This is calculated using EBIT + Depreciation; Amortization and Depletion.' format: double nullable: true ebitdarPerShare: type: number description: 'The per share value of earnings before interest; tax; depreciation; amortization and rent expenses (EBITDAR). EBITDAR: This data point represents the earnings the company generated before interest; tax; depreciation; amortization and rent expenses. This can be used to measure a company''s profitability. This is calculated using EBITDA + Rent Expenses + Rent and Landing Fees.' format: double nullable: true ebitPerShare: type: number description: 'The per share value of earnings before interest and tax (EBIT). EBIT: This data point represents the earnings the company generated before paying the interest and tax expenses. This can be used to measure a company''s profitability. This is calculated by using the summation of Pretax Income and Net Interest Income/Expenses.' format: double nullable: true normalizedEbitdaPerShare: type: number description: 'The per share value of normalized earnings before interest; tax; depreciation and amortization expenses (EBITDA). Normalized EBITDA: This data point represents the earnings the company generated before interest; tax; depreciation and amortization expenses adjusted for items that are irregular or unusual in nature; and/or are non-recurring. This can be used to fairly measure a company''s profitability. This is calculated using Earnings Before Interest; Tax; Depreciation and Amortization plus/minus any unusual Items.' format: double nullable: true normalizedEbitdarPerShare: type: number description: 'The per share value of normalized earnings before interest; tax; depreciation; amortization and rent expenses (EBITDAR). Normalized EBITDAR: This data point represents the earnings the company generated before interest; tax; depreciation; amortization and rent expenses adjusted for items that are irregular or unusual in nature; and/or are non-recurring. This can be used to measure a company''s profitability. This is calculated using Earnings Before Interest; Tax; Depreciation; Amortization and Rent expenses plus/minus any unusual Items.' format: double nullable: true normalizedEbitPerShare: type: number description: 'The per share value of normalized earnings before interest and tax (EBIT). Normalized EBIT: This represents earnings before interest and taxes adjusted for items that are irregular or unusual in nature; and/or are non-recurring. This can be used to measure a company''s profitability. This is calculated by using Earnings before Interest and Tax plus/minus any tax affected unusual items.' format: double nullable: true normalizedEps: type: number description: This data point represents earnings per share adjusted for irregular and/or non-recurring items based on CPMS (Computerized Portfolio Management Services) methodology standards. This is an analyst-screened datapoint. format: double nullable: true numberOfMonths: type: integer description: '' format: int32 nullable: true reportPeriod: type: string description: '' nullable: true reportType: type: string description: '' nullable: true additionalProperties: false title: OutputProfitabilityPerShare OutputFinancialHealthRatios: type: object properties: reportPeriodEndDate: type: string description: The standardized report date when the company reports its financial statements. Standardized report date will be either 28 or 29 (February); 30 or 31. nullable: true capitalExpenditureToEbitdaRatio: type: number description: This ratio represents the value of a company's capital expenditure relative to its EBITDA. This can be used to measure the company's ability to utilize its acquired capital to generate earnings. This is calculated using Capital Expenditure divided by EBITDA. format: double nullable: true capitalExpenditureToSalesRatio: type: number description: This ratio represents the value of a company's capital expenditure relative to its sales. This can be used to measure the company's ability to utilize its acquired capital to generate earnings. This is calculated using Capital Expenditure divided by Total Revenue. format: double nullable: true cashFlowToDebtRatio: type: number description: This ratio represents the value of a company's cash flow from operating activities relative to its total debt. This can be used to measure a company's ability to use its cash to pay off debt. This is calculated using Cash Flow from Operating Activities (TTM) divided by Average Total Debt. format: double nullable: true cashRatio: type: number description: This ratio represents the value of a company's liquid assets relative to its total current liability. This can be used to measure a company's ability to only use its most liquid assets to cover its short term obligations. This is calculated using Cash; Cash Equivalents and Short Term Investments divided by Total Current Liabilities. format: double nullable: true currentRatio: type: number description: This ratio represents the value of a company's current assets relative to its current liabilities. This can be used to measure the company's ability to use its short term assets to pay off its short term liabilities. This is calculated using Total Current Assets divided by Total Current Liabilities. format: double nullable: true ebitdaInterestCoverage: type: number description: This ratio represents the value of a company's EBITDA relative to its interest expense. This can be used to measure a company's ability to use EBITDA to pay off its interest expense. This is calculated using EBITDA divided by Interest Expense. format: double nullable: true ebitdaNetCapitalExpenditureToInterestExpensesRatio: type: number description: This ratio represents the value of a company's EBITDA Net Capital Expenditure relative to its interest expense. This can be used to measure a company's ability to use EBITDA after deducting capital expenditures to pay off its interest expense. This ratio is useful for companies with high capital expenditures; including manufacturing and mining firms. This is calculated using EBITDA minus Capital Expenditure; divided by Interest Expense. format: double nullable: true freeCashFlowInterestCoverage: type: number description: This ratio represents the value of a company's free cash flow relative to its interest expense. This can be used to measure a company's ability to use its free cash flow to pay off its interest expense. This is calculated using Free Cash Flow divided by Interest Expense. format: double nullable: true freeCashFlowToDebtRatio: type: number description: This ratio represents the value of a company's free cash flow relative to its total debt. This can be used to measure a company's ability to use its free cash to pay off its debt. This is calculated using the Free Cash Flow (TTM) divided by Average Total Debt. format: double nullable: true interestAsAPercentOfInvestedCapitalRatio: type: number description: This ratio represents the value of a company's interest expense relative to the sum of it's Total Debt and Total Equity. This can be used to measure cost of borrowing in proportion to all capital invested in the company. This is calculated using Interest expenses divided by Invested Capital. format: double nullable: true interestCoverage: type: number description: This ratio represents the value of a company's earnings before interest and taxes (EBIT) relative to its interest expenses. This can be used to measure the number of times a company's EBIT covers its interest expenses. This is calculated using EBIT divided by Interest Expense. format: double nullable: true netDebtToEbitdaRatio: type: number description: This ratio represents the value of a company's net debt relative to its EBITDA. This can be used to measure the company's ability to pay off its debt. This is calculated using Average Net Debt divided by EBITDA (TTM). format: double nullable: true nonPerformingAssetRatio: type: number description: This ratio is an indicator of the quality of a bank's loan portfolio and other certain assets. This is one variation of the Non-Performing Assets (NPA) ratio. This ratio measures the proportion of loans and other certain assets that are non-performing (90+ days past due and not accruing interest); and is calculated as Non-Performing Assets/Loans divided by Total Assets. format: double nullable: true premiumsEarnedToBookValueRatio: type: number description: This ratio represents the value of a company's premiums earned relative to its book value. This can be used to measure the company's underwriting risk and how quickly the company is churning its capital base. If the value is high; it means that any underwriting mistakes could have a magnified impact on the company's capital base. This is calculated using Net Premium Earned (TTM) divided by Average Common Equity Book Value. format: double nullable: true quickRatio: type: number description: This ratio represents the value of a company's most liquid assets relative to its current liabilities. This can be used to measure a company's liquidity. This is calculated using (Cash; Cash Equivalents; and Short Term Investments + Trade and Other Receivables; Current) / Total Current Liabilities. format: double nullable: true solvencyRatio: type: number description: This ratio represents the value of a company's cash flow relative to its total liabilities. This can be used to measure the company's ability to meet its liability obligations. This is calculated using Net Income from Continuing Operations; adding back Depreciation; Amortization and Depletion; then dividing by Average Total Liabilities. format: double nullable: true totalDebtToEbitdaRatio: type: number description: This ratio represents the value of a company's total debt relative to its EBITDA. This can be used to measure the company's ability to pay off its debt. This is calculated using Average Total Debt divided by EBITDA (TTM). format: double nullable: true numberOfMonths: type: integer description: '' format: int32 nullable: true reportType: type: string description: '' nullable: true additionalProperties: false title: OutputFinancialHealthRatios OutputBalanceSheetCalculationsPerShare: type: object properties: reportPeriodEndDate: type: string description: The standardized report date when the company reports its financial statements. Standardized report date will be either 28 or 29 (February); 30 or 31. nullable: true cashAndCashEquivalentsPerShare: type: number description: 'The per share value of Cash And Cash Equivalents: This is derived using Cash And Cash Equivalents divided by the company''s total shares outstanding as of the financial report period end date. Cash And Cash Equivalents: Total of all cash and cash equivalents reported by a company' format: double nullable: true cashCashEquivalentsAndShortTermInvestmentsPerShare: type: number description: 'The per share value of Cash; Cash Equivalents and Short Term Investments: This is derived using Cash; Cash Equivalents and Short Term Investments divided by the company''s total shares outstanding as of the financial report period end date. Cash; Cash Equivalents and Short Term Investments: Total of all cash; cash equivalents and short term investments reported by a company' format: double nullable: true commonEquityBookValuePerShare: type: number description: 'The per share value of Common Equity Book Value: This is derived using Common Equity Book Value divided by the company''s total shares outstanding as of the financial report period end date. Common Equity Book Value: This data point represents the amount that all common shareholders have invested in a company. This can be used to measure the original proceeds a company receives from issuing common equity and the changes related to the earnings; losses and dividends paid out. This is calculated using Equity Attributable to Parent Stockholders - Preferred Stock - Stock Options/Warrants/Deferred Shares/Convertible Debentures.' format: double nullable: true currencyCode: $ref: '#/components/schemas/CodeMappingString' netIntangibleAssetsPerShare: type: number description: 'The per share value of Net Intangible Assets: This is derived using Net Intangible Assets divided by the company''s total shares outstanding as of the financial report period end date. Net Intangible Assets: Total net book value of goodwill and all intangible assets calculated using Gross Goodwill and Other Intangible assets; less Accumulated Amortization and Impairments.' format: double nullable: true tangibleBookValuePerShare: type: number description: 'The per share value of Tangible Book Value: This is derived using Tangible Book Value divided by the company''s total shares outstanding as of the financial report period end date. Tangible Book Value: This calculation represents the book value of a company''s tangible assets; and is calculated by subtracting Net Intangible Assets from Total Equity. This can be used to measure the value of a company''s assets minus the subjectivity of intangibles and goodwill values.' format: double nullable: true totalAssetsPerShare: type: number description: 'The per share value of Total Assets; this is derived using Total Assets divided by the company''s total shares outstanding as of the financial report period end date. Total Assets: Sum of all assets; as recorded in the Balance Sheet.' format: double nullable: true workingCapitalPerShare: type: number description: 'The per share value of Working Capital: This is derived using Working Capital divided by the company''s total shares outstanding as of the financial report period end date. Working Capital: This is calculated using total current assets minus total current liabilities; and is a measure of a company''s efficiency and short term financial health.' format: double nullable: true numberOfMonths: type: integer description: '' format: int32 nullable: true reportType: type: string description: '' nullable: true reportPeriod: type: string description: '' nullable: true additionalProperties: false title: OutputBalanceSheetCalculationsPerShare OutputDebtMaturitySchedule: type: object properties: reportPeriodEndDate: type: string description: The standardized report date when the company reports its financial statements. Standardized report date will be either 28 or 29 (February); 30 or 31. nullable: true accessionNumber: type: string description: The US Securities And Exchange Commission (SEC) 18-digit unique identifier assigned automatically to an accepted submission by its filer system. The first 10 digits comprise the Central Index Key (CIK) of the entity submitting the filing. The next 2 digits represent the year. The last series of digits comprise a sequential count of submitted filings from that CIK. The count is usually; but not always; reset to 0 at the start of each calendar year. nullable: true capitalLeaseDueBeyondValue: type: number description: The value of capital lease obligations that needs to be paid after 5 years format: double nullable: true capitalLeaseDueInYear1Value: type: number description: The value of capital lease obligations that needs to be paid within a year format: double nullable: true capitalLeaseDueInYear2Value: type: number description: The value of capital lease obligations that needs to be paid within two years format: double nullable: true capitalLeaseDueInYear3Value: type: number description: The value of capital lease obligations that needs to be paid within three years format: double nullable: true capitalLeaseDueInYear4Value: type: number description: The value of capital lease obligations that needs to be paid within four years format: double nullable: true capitalLeaseDueInYear5Value: type: number description: The value of capital lease obligations that needs to be paid within five years format: double nullable: true capitalLeaseInterestsChargesAndOtherAdjustmentsValue: type: number description: Interest charges and any other adjustments related to the company's capital lease obligations format: double nullable: true capitalLeaseObligationMaturityScheduleTotalValue: type: number description: The total value of capital lease obligations from the maturity schedule derived by summing all short term and long term capital lease obligations format: double nullable: true currencyCode: $ref: '#/components/schemas/CodeMappingString' debtDueBeyondValue: type: number description: The value of debts owed by the company that needs to be paid after 5 years format: double nullable: true debtDueInYear1Value: type: number description: The value of debts owed by the company that needs to be paid within a year format: double nullable: true debtDueInYear2Value: type: number description: The value of debts owed by the company that needs to be paid within two years format: double nullable: true debtDueInYear3Value: type: number description: The value of debts owed by the company that needs to be paid within three years format: double nullable: true debtDueInYear4Value: type: number description: The value of debts owed by the company that needs to be paid within four years format: double nullable: true debtDueInYear5Value: type: number description: The value of debts owed by the company that needs to be paid within five years format: double nullable: true debtInterestsChargesAndOtherAdjustmentsValue: type: number description: Interest charges and any other adjustments related to the debt owed by the company format: double nullable: true debtMaturityScheduleFileDate: type: string description: The date of the company's filings where debt maturity schedule value was collected nullable: true debtMaturityScheduleTotalValue: type: number description: The total value of debt from the maturity schedule derived by summing all short term and long term debt owed by the company format: double nullable: true documentFormType: type: string description: 'The type of document filed by the company: for instance; 10-K (annual report) or 10-Q (quarterly report)' nullable: true documentId: type: integer description: Morningstar Document Id; a unique and unchanging Morningstar identifier assigned to each document format: int32 nullable: true fiscalYearEnd: type: string description: The company's fiscal year that it uses to report its financial statements nullable: true isBestKnown: $ref: '#/components/schemas/CodeMappingBoolean' isCalculatedOrCopy: $ref: '#/components/schemas/CodeMappingInt' isConsolidated: $ref: '#/components/schemas/CodeMappingBoolean' isFiscalYearEndChange: $ref: '#/components/schemas/CodeMappingBoolean' isIncomplete: $ref: '#/components/schemas/CodeMappingBoolean' isIrregularPeriod: $ref: '#/components/schemas/CodeMappingBoolean' operatingLeaseDueBeyondValue: type: number description: The value of operating lease obligations that needs to be paid after 5 years format: double nullable: true operatingLeaseDueInYear1Value: type: number description: The value of operating lease obligations that needs to be paid within a year format: double nullable: true operatingLeaseDueInYear2Value: type: number description: The value of operating lease obligations that needs to be paid within two years format: double nullable: true operatingLeaseDueInYear3Value: type: number description: The value of operating lease obligations that needs to be paid within three years format: double nullable: true operatingLeaseDueInYear4Value: type: number description: The value of operating lease obligations that needs to be paid within four years format: double nullable: true operatingLeaseDueInYear5Value: type: number description: The value of operating lease obligations that needs to be paid within five years format: double nullable: true operatingLeaseInterestsChargesAndOtherAdjustmentsValue: type: number description: Interest charges and any other adjustments related to the company's operating lease obligations format: double nullable: true operatingLeaseObligationMaturityScheduleTotalValue: type: number description: The total value of operating lease obligations from the maturity schedule derived by summing all short term and long term operating lease obligations format: double nullable: true otherContractualObligationsDueBeyondValue: type: number description: The value of other contractual obligations that needs to be paid after 5 years format: double nullable: true otherContractualObligationsDueInYear1Value: type: number description: The value of other contractual obligations that needs to be paid within a year format: double nullable: true otherContractualObligationsDueInYear2Value: type: number description: The value of other contractual obligations that needs to be paid within two years format: double nullable: true otherContractualObligationsDueInYear3Value: type: number description: The value of other contractual obligations that needs to be paid within three years format: double nullable: true otherContractualObligationsDueInYear4Value: type: number description: The value of other contractual obligations that needs to be paid within four years format: double nullable: true otherContractualObligationsDueInYear5Value: type: number description: The value of other contractual obligations that needs to be paid within five years format: double nullable: true otherContractualObligationsInterestChargesAndOtherAdjustmentsValue: type: number description: Interest charges and any other adjustments related to the company's other contractual obligations format: double nullable: true otherContractualObligationsMaturityScheduleTotalValue: type: number description: The total value of other contractual obligations from the maturity schedule derived by summing all short term and long term other contractual obligations. Other contractual obligations include all liabilities excluding its debt and lease (capital & operating) commitments provided in the contractual obligations/commitments table disclosure. format: double nullable: true reportPeriodLength: type: integer description: 'Indicates number of period length reported by the company: for instance; 12-month annual report has report period length as 12.' format: int32 nullable: true reportPeriodLengthType: type: string description: 'Indicates unit of period length reported by the company: for instance; 12-month annual report has report period length type as months. General period length types include days; weeks; months and quarters.' nullable: true reportRawEndDate: type: string description: The actual report date when the company reports its financial statements nullable: true templateCode: $ref: '#/components/schemas/CodeMappingString' totalContractualObligationsDueBeyondValue: type: number description: The value of total contractual obligations that need to be paid after 5 years format: double nullable: true totalContractualObligationsDueInYear1Value: type: number description: The value of total contractual obligations that need to be paid within a year format: double nullable: true totalContractualObligationsDueInYear2Value: type: number description: The value of total contractual obligations that need to be paid within two years format: double nullable: true totalContractualObligationsDueInYear3Value: type: number description: The value of total contractual obligations that need to be paid within three years format: double nullable: true totalContractualObligationsDueInYear4Value: type: number description: The value of total contractual obligations that need to be paid within four years format: double nullable: true totalContractualObligationsDueInYear5Value: type: number description: The value of total contractual obligations that need to be paid within five years format: double nullable: true totalContractualObligationsInterestsChargesAndOtherAdjustmentsValue: type: number description: Interest charges and any other adjustments related to the company's total contractual obligations format: double nullable: true totalContractualObligationsValue: type: number description: The total value of contractual obligations from the maturity schedule derived by summing all short term and long term debt maturities; operating lease and capital lease liabilities; and other contractual obligations format: double nullable: true totalLeaseLiabilityBeyondValue: type: number description: The value of operating and capital lease liabilities that need to be paid after 5 years format: double nullable: true totalLeaseLiabilityDueInYear1Value: type: number description: The value of operating and capital lease liabilities that need to be paid within a year format: double nullable: true totalLeaseLiabilityDueInYear2Value: type: number description: The value of operating and capital lease liabilities that need to be paid within two years format: double nullable: true totalLeaseLiabilityDueInYear3Value: type: number description: The value of operating and capital lease liabilities that need to be paid within three years format: double nullable: true totalLeaseLiabilityDueInYear4Value: type: number description: The value of operating and capital lease liabilities that need to be paid within four years format: double nullable: true totalLeaseLiabilityDueInYear5Value: type: number description: The value of operating and capital lease liabilities that need to be paid within five years format: double nullable: true totalLeaseLiabilityInterestChargesAndOtherAdjustmentsValue: type: number description: Interest charges and any other adjustments related to the company's operating and capital lease liabilities format: double nullable: true totalLeaseLiabilityValue: type: number description: The total value of lease liabilities from the maturity schedule derived by summing all short term and long term operating lease liabilities and capital lease liabilities format: double nullable: true typeOfPeriod: type: string description: Indicates the period type of financial statements. The period types include Discrete; Cumulative; Annual; TTM and Others. Discrete means a 3-month period for a quarter report and a 6-month period for a semi-annual report (SA1); Cumulative means a year-to-date period such as 6 months (Q2) and 9 months (Q3); Annual means a 12-month period; TTM means a derived trailing 12 months period; Others is used for exceptional or unusual cases such as when a Fiscal Year End Change (FYC) occurs. nullable: true unitOfReport: type: integer description: 'The unit that the company uses when reporting the values within its financial statements: for instance; 1000 for value reported in thousands.' format: int64 nullable: true numberOfMonths: type: integer description: '' format: int32 nullable: true reportType: type: string description: '' nullable: true reportPeriod: type: string description: '' nullable: true additionalProperties: false title: OutputDebtMaturitySchedule OutputAverageRatesPerShare: type: object properties: reportPeriodEndDate: type: string description: The standardized report date when the company reports its financial statements. Standardized report date will be either 28 or 29 (February); 30 or 31. nullable: true commonEquityBookValuePerShare1YearAverage: type: number description: This data point is calculated by summing all available common equity book value per share values derived from every financial report (quarterly; semi-annual; annual) between the beginning and ending of the stipulated 1 year period; then dividing by the number of available inputs. Common Equity Book Value Per Share is calculated using common equity book value divided by the company's total shares outstanding as of the financial report period end date. format: double nullable: true currencyCode: type: string description: The three-letter ISO Code for the country associated to an holding. Different types of securites apply different country assignment methodologies. The country is derived from the Morningstar Business Country methodology for equity holdings; while it is sourced from third party vendors for non-equity holdings. nullable: true dilutedEps5YearAverage: type: number description: This data point is calculated by summing all available diluted earnings per share (EPS) values collected from every financial report in the stipulated 5 year period; then dividing by the number of available inputs. For average values with period type Annual/Quarter/Semi-Annual; calculation inputs are sourced from the Annual/Quarter/Semi-Annual reports respectively. format: double nullable: true tangibleBookValuePerShare3YearAverage: type: number description: This data point is calculated by summing all available tangible book value per share values derived from every financial report (quarterly; semi-annual; annual) between the beginning and ending of the stipulated 3 year period; then dividing by the number of available inputs. Tangible Book Value Per Share is calculated using tangible book value divided by the company's total shares outstanding as of the financial report period end date. format: double nullable: true tangibleBookValuePerShare5YearAverage: type: number description: This data point is calculated by summing all available tangible book value per share values derived from every financial report (quarterly; semi-annual; annual) between the beginning and ending of the stipulated 5 year period; then dividing by the number of available inputs. Tangible Book Value Per Share is calculated using tangible book value divided by the company's total shares outstanding as of the financial report period end date. format: double nullable: true workingCapitalPerShare3YearAverage: type: number description: This data point is calculated by summing all available working capital per share values derived from every financial report (quarterly; semi-annual; annual) between the beginning and ending of the stipulated 3 year period; then dividing by the number of available inputs. Working Capital Per Share is calculated using working capital divided by the company's total shares outstanding as of the financial report period end date. format: double nullable: true workingCapitalPerShare5YearAverage: type: number description: This data point is calculated by summing all available working capital per share values derived from every financial report (quarterly; semi-annual; annual) between the beginning and ending of the stipulated 5 year period; then dividing by the number of available inputs. Working Capital Per Share is calculated using working capital divided by the company's total shares outstanding as of the financial report period end date. format: double nullable: true numberOfMonths: type: integer description: '' format: int32 nullable: true reportPeriod: type: string description: '' nullable: true reportType: type: string description: '' nullable: true additionalProperties: false title: OutputAverageRatesPerShare OutputPriceMultipleStatistics: type: object properties: asOfDate: type: string description: This data point refers to the specific time point when the price multiple statistics information of a company is introduced. nullable: true priceToEarningsRatio10YearHigh: type: number description: It is the highest Price to Earnings ratio for a company within 10 years. format: double nullable: true priceToEarningsRatio10YearLow: type: number description: It is the lowest Price to Earnings ratio for a company within 10 years. format: double nullable: true priceToEarningsRatio1YearHigh: type: number description: It is the highest Price to Earnings ratio for a company within 1 year. format: double nullable: true priceToEarningsRatio1YearLow: type: number description: It is the lowest Price to Earnings ratio for a company within 1 year. format: double nullable: true priceToEarningsRatio5YearHigh: type: number description: It is the highest Price to Earnings ratio for a company within 5 years. format: double nullable: true priceToEarningsRatio5YearLow: type: number description: It is the lowest Price to Earnings ratio for a company within 5 years. format: double nullable: true additionalProperties: false title: OutputPriceMultipleStatistics OutputInvalidInvestments: type: object properties: id: type: string nullable: true idType: type: string nullable: true status: type: string nullable: true datapointId: type: array items: type: string nullable: true errorCode: type: string nullable: true performanceId: type: string description: Performance ID (if not passed in request). nullable: true companyId: type: string description: Company ID (if not passed in request). nullable: true baseCurrency: type: string description: Input base currency used to look up Investment identifier nullable: true domicile: type: string description: Input domicile used to look up Investment identifier. nullable: true exchangeCountry: type: string description: Input exchange country used to look up Investment identifier. nullable: true exchangeId: type: string description: Input exchange id used to look up Investment identifier. nullable: true additionalProperties: false title: OutputInvalidInvestments OutputCashFlow: type: object properties: reportPeriodEndDate: type: string description: The standardized report date when the company reports its financial statements. Standardized report date will be either 28 or 29 (February); 30 or 31. nullable: true accessionNumber: type: string description: The US Securities And Exchange Commission (SEC) 18-digit unique identifier assigned automatically to an accepted submission by its filer system. The first 10 digits comprise the Central Index Key (CIK) of the entity submitting the filing. The next 2 digits represent the year. The last series of digits comprise a sequential count of submitted filings from that CIK. The count is usually; but not always; reset to 0 at the start of each calendar year. nullable: true cashFlowFileDate: type: string description: '' nullable: true accretionOfAssetRetirementObligationNonCashAdjustmentValue: type: number description: Non-cash charge related to accretion of asset retirement obligation recognized during the accounting period. format: double nullable: true additionsToPolicyholderFundsAndContractsValue: type: number description: Cash inflow from deposit in policyholder fund by new insurance contracts. format: double nullable: true allowanceForFundsUsedDuringConstructionNonCashAdjustmentValue: type: number description: Non-cash allowances for construction contracts during the accounting period. format: double nullable: true amortizationAccretionOfDiscountsAndPremiumsNonCashAdjustmentValue: type: number description: Amortization of discount/premium reported by the company in the non-cash section of the cash flow statement. format: double nullable: true amortizationNonCashAdjustmentValue: type: number description: 'Non-cash charge for intangible assets during the accounting period. Excludes: Amortization for Securities (recorded as interest)' format: double nullable: true amortizationOfAcquisitionCostsNonCashAdjustmentValue: type: number description: Non-cash expenses charged against earnings in the period to account for capitalized costs associated with acquisition of business. format: double nullable: true amortizationOfDeferredLoanAndLeaseFeesNonCashAdjustmentValue: type: number description: Non-cash expenses charged against earnings in the period to account for deferred loan and lease fees. format: double nullable: true amortizationOfDeferredPolicyAcquisitionCostNonCashAdjustmentValue: type: number description: Non-cash charge allocated to the gradual reduction of deferred policy acquisition costs over the life of the insurance contracts; includes amortization of deferred financing cost. format: double nullable: true amortizationOfSecuritiesNonCashAdjustmentValue: type: number description: Non-Cash charge allocated to the gradual elimination of discount/premium on investment made in fixed income securities by the company format: double nullable: true bankOverdraftReconciliationOfCashValue: type: number description: Carrying value of any bank overdrafts. format: double nullable: true capitalExpenditureReportedValue: type: number description: 'Funds used to acquire capital assets; other than those associated with acquisitions; during the accounting period. Includes: purchase of tangibles and intangibles given as combined expense that does not have granular break out. Excludes: capitalized expenses or costs for non-capital assets' format: double nullable: true cashAdvancesAndLoansMadeToOtherPartiesValue: type: number description: Cash outflow arising from cash advances and loans made to other debtors or parties during the accounting period. format: double nullable: true cashAndCashEquivalentsBeginningOfPeriodValue: type: number description: Cash and cash equivalents balance at the beginning of the accounting period; as indicated on the Cash Flow statement. format: double nullable: true cashAndCashEquivalentsEndOfPeriodValue: type: number description: Cash and cash equivalents balance at the end of the accounting period; as indicated on the Cash Flow statement. format: double nullable: true cashDividendsAndInterestPaidValue: type: number description: Sum of interest paid on debt and payment of cash dividends to common and preferred stockholders during the accounting period. format: double nullable: true cashDividendsPaidToNonControllingMinorityInterestsValue: type: number description: Cash outflow arising from payment of cash dividends to non-controlling or minority interests during the accounting period. format: double nullable: true cashDividendsPaidValue: type: number description: 'Cash outflow arising from payment of dividends to common and preferred stockholders during the accounting period. Substance over form: ''Distribution to Shareholders'' or ''Profit Distributions''.' format: double nullable: true cashFlowFromContinuingFinancingActivitiesValue: type: number description: Cash generated by or used in financing activities of continuing operations. format: double nullable: true cashFlowFromContinuingInvestingActivitiesValue: type: number description: Cash generated by or used in investing activities of continuing operations. format: double nullable: true cashFlowFromDiscontinuedOperationIncludedInNetChangeInCashValue: type: number description: Net cash flow from discontinued operations that cannot be classified into CFO; CFI; or CFF that is included in the net change in cash. format: double nullable: true cashFlowFromFinancingActivitiesValue: type: number description: Aggregate change in cash position of the company resulting from its financing activities. format: double nullable: true cashFlowFromInvestingActivitiesValue: type: number description: Aggregate change in cash position of the company resulting from its long term or short term investments in the financial markets; operating subsidiaries; and purchase or sale of capital assets. format: double nullable: true cashFlowFromOperatingActivitiesIndirectValue: type: number description: Cash generated by or used in operating activities (such as manufacturing and selling goods or providing a service) under the indirect method. format: double nullable: true cashFlowsFromUsedInOperatingActivitiesDirectValue: type: number description: Cash generated by or used in operating activities (such as manufacturing and selling goods or providing a service) under the direct method. format: double nullable: true cashGeneratedFromOperatingActivitiesValue: type: number description: Cash inflows and outflows from operating activities of continuing operations. format: double nullable: true cashPaidToReinsurersDirectValue: type: number description: Cash outflow to pay reinsurers. format: double nullable: true cashPaymentsForDepositsByBanksAndCustomersDirectValue: type: number description: Cash outflow for bank and customer deposits. format: double nullable: true cashPaymentsForInsuranceRelatedActivitiesDirectValue: type: number description: Cash outflow for insurance services provided; such as paying out claims. format: double nullable: true cashPaymentsForLoansAndBorrowingsDirectValue: type: number description: Cash outflow for customer loans and borrowings. format: double nullable: true cashPaymentsForSecuritiesRelatedActivitiesDirectValue: type: number description: Cash outflow for securities; such as cash used to buy a security. format: double nullable: true cashPaymentsFromOperatingActivitiesDirectValue: type: number description: Cash outflow from operating activities of continuing operations. format: double nullable: true cashPaymentsSupplementalValue: type: number description: Cash outflows during the accounting period that cannot be classified in the main Cash Flow tree. format: double nullable: true cashReceiptsFromDepositsByBanksAndCustomersDirectValue: type: number description: Cash inflow from bank and customer deposits. format: double nullable: true cashReceiptsFromFeesAndCommissionsDirectValue: type: number description: Cash inflow from fees and commissions. format: double nullable: true cashReceiptsFromInsuranceRelatedActivitiesDirectValue: type: number description: Cash inflow from insurance services provided; such as premiums charged and insurance service fees collected. format: double nullable: true cashReceiptsFromLoansAndBorrowingsDirectValue: type: number description: Cash inflow from customer loans and bank borrowings; including interest income from loans to customers format: double nullable: true cashReceiptsFromOperatingActivitiesDirectValue: type: number description: Cash inflows from operating activities of continuing operations. format: double nullable: true cashReceiptsFromRepaymentOfAdvancesAndLoansMadeToOtherPartiesValue: type: number description: Cash inflow arising from repayments of loans and advances by other parties during the accounting period. format: double nullable: true cashReceiptsFromSecuritiesRelatedActivitiesDirectValue: type: number description: Cash inflow relating to securities; such as proceeds from selling a trading security. format: double nullable: true cashReconciliationOfCashValue: type: number description: Carrying value of cash and highly liquid investments with short periods to maturity; which are readily convertible to cash on hand. format: double nullable: true changeInAccruedExpensesValue: type: number description: Increase or decrease of accrued expenses between reporting periods. format: double nullable: true changeInAccruedIncomeUnbilledRevenueCostInExcessOfBillingsValue: type: number description: Increase or decrease of accrued income or unbilled revenue between reporting periods. format: double nullable: true changeInAdvancePaymentsByBorrowersForTaxesAndInsuranceValue: type: number description: Net change in advance payments by borrowers for taxes and insurance during the period. format: double nullable: true changeInAdvancesFromCentralBanksValue: type: number description: Net change in the amount of advances from central banks during the period. format: double nullable: true changeInBankOwnedInsuranceValue: type: number description: Net change in the amount of bank owned life insurance during the period. format: double nullable: true changeInCashAndBalancesAtCentralBanksValue: type: number description: Net change in the amount of the cash and balances with central banks during the period. format: double nullable: true changeInCashAsReportedSupplementalValue: type: number description: Net change in cash during the accounting period as reported by the company. format: double nullable: true changeInCashRestrictedOrPledgedValue: type: number description: 'Increase or decrease in restricted or pledged cash between reporting periods. Includes: Changes in restricted investment' format: double nullable: true changeInCashValue: type: number description: Change in cash reported in the cash flow statement. format: double nullable: true changeInCentralBankFundsPurchasedSecuritiesSoldUnderReposAndSecuritiesLoanedValue: type: number description: Net change during the period in the amount that a bank with insufficient reserves borrows; at the federal funds rate; from another bank to meet its reserve requirements and the amount of securities that an institution sells and agrees to repurchase at a specified date. format: double nullable: true changeInCentralBankFundsSoldSecuritiesPurchasedUnderReposAndSecuritiesBorrowedValue: type: number description: Net change during the period in the amount of (1) central bank funds lent to a commercial bank requiring the funds for its legal reserve requirements and (2) securities purchased under agreements to resell. format: double nullable: true changeInDeferredAcquisitionAmortizationCostsNetValue: type: number description: Net change in deferred acquisition amortization costs during the period. format: double nullable: true changeInDeferredAssetsLiabilitiesValue: type: number description: Increase or decrease of deferred assets or liabilities between reporting periods. format: double nullable: true changeInDepositsCashFlowFromFinancingActivitiesValue: type: number description: Net change in money given as security; collateral; or margin deposits during the period. format: double nullable: true changeInDepositsCashFlowFromInvestingActivitiesValue: type: number description: Net change in deposits classified under investing activities during the period. format: double nullable: true changeInDepositsCashFlowFromOperatingActivitiesValue: type: number description: Net change in the amount of deposits during the period. format: double nullable: true changeInDividendsPayableValue: type: number description: Increase or decrease of dividends payable between reporting periods. format: double nullable: true changeInDividendsReceivableValue: type: number description: Increase or decrease of dividends receivable between reporting periods. format: double nullable: true changeInFinanceLeaseReceivableValue: type: number description: Increase or decrease of finance lease receivable between reporting periods. format: double nullable: true changeInFinancialAssetsValue: type: number description: Net change in the amount of financial assets during the period. format: double nullable: true changeInFinancialLiabilitiesValue: type: number description: Net change in the amount of financial liabilities during the period. format: double nullable: true changeInInsuranceContractAssetsValue: type: number description: Net change in insurance contract assets during the period. format: double nullable: true changeInInsuranceContractLiabilitiesValue: type: number description: Net change in insurance contract liabilities during the period. format: double nullable: true changeInInterestBearingDepositsInBankValue: type: number description: Net change in interest-bearing deposits in other financial institutions during the period. format: double nullable: true changeInInterestPayablesValue: type: number description: Increase or decrease of interest payable between reporting periods. format: double nullable: true changeInInterestReceivablesValue: type: number description: Increase or decrease of interest receivables between reporting periods. format: double nullable: true changeInInventoriesValue: type: number description: Increase or decrease in inventories between reporting periods. format: double nullable: true changeInInvestmentContractLiabilitiesValue: type: number description: Net change in investment contract liabilities during the period. format: double nullable: true changeInLoansAndAdvancesValue: type: number description: Net change in the amount of borrowings; loans and advances during the period. format: double nullable: true changeInLoansReceivableValue: type: number description: Increase or decrease of loans receivable between reporting periods. format: double nullable: true changeInNotesReceivableValue: type: number description: Increase or decrease of notes receivable between reporting periods. format: double nullable: true changeInOtherAssetsValue: type: number description: Net change in the amount of other assets during the period. format: double nullable: true changeInOtherCurrentAssetsValue: type: number description: Increase or decrease of other assets between reporting periods. format: double nullable: true changeInOtherCurrentLiabilitiesValue: type: number description: Increase or decrease of other liabilities between reporting periods. format: double nullable: true changeInOtherInsuranceContractLiabilitiesValue: type: number description: Net increase or decrease in other insurance contract liabilities during the reporting period that cannot be classified elsewhere. format: double nullable: true changeInOtherLiabilitiesValue: type: number description: Net change in the amount of other liabilities during the period. format: double nullable: true changeInOtherOperatingCapitalValue: type: number description: Increase or decrease of all operating capital between reporting periods. format: double nullable: true changeInOtherPayablesValue: type: number description: 'Increase or decrease of other payables between reporting periods. Includes: change in mortgages payable' format: double nullable: true changeInOtherReceivablesValue: type: number description: 'Increase or decrease of the other receivables between reporting periods. Includes: change in mortgages receivable; change in rent receivable' format: double nullable: true changeInPayablesAndAccruedExpensesValue: type: number description: Increase or decrease of payables and accrued expenses between reporting periods. format: double nullable: true changeInPolicyholdersDepositsFundsValue: type: number description: Net change in deposits/funds during the period. format: double nullable: true changeInPolicyholdersFundsAndContractsValue: type: number description: Net change in policyholder funds and contracts during the period. format: double nullable: true changeInPrepaymentsAndDepositsValue: type: number description: 'Increase or decrease of prepayments and deposits between reporting periods. Includes: change in prepaid assets' format: double nullable: true changeInProvisionForLoanAndOtherCreditRiskLossesValue: type: number description: Net change in provisions for loans; leases; and other losses during the period. format: double nullable: true changeInProvisionsValue: type: number description: Increase or decrease of provisions between reporting periods. format: double nullable: true changeInReinsuranceAssetsValue: type: number description: Net change in reinsurance assets during the period. format: double nullable: true changeInReservesForBenefitsClaimsAndLossesExpenseValue: type: number description: Net change in reserves for benefits; claims; and losses expense during the period. format: double nullable: true changeInRestrictedCashAndCashEquivalentsValue: type: number description: 'Net change of restricted cash and cash equivalents between reporting periods. Includes: Change in restricted investment' format: double nullable: true changeInTaxesPayableValue: type: number description: 'Increase or decrease of taxes payable between reporting periods. Includes: change in income taxes payable' format: double nullable: true changeInTaxReceivablesValue: type: number description: Increase or decrease of tax receivables between reporting periods. format: double nullable: true changeInTradeAccountsPayableValue: type: number description: 'Increase or decrease of trade or accounts payable between reporting periods. Includes: Retainage/Retention payable' format: double nullable: true changeInTradeAccountsReceivableValue: type: number description: 'Increase or decrease of trade/accounts receivable between reporting periods. Includes: Retainage/Retention receivable' format: double nullable: true changeInTradeAndOtherPayablesValue: type: number description: Increase or decrease of trade and other payables between reporting periods. format: double nullable: true changeInTradeAndOtherReceivablesValue: type: number description: Increase or decrease of trade and other receivables between reporting periods. format: double nullable: true changeInTradeNotesPayableValue: type: number description: Increase or decrease of trade notes payable between reporting periods. format: double nullable: true changeInTradingAccountSecuritiesValue: type: number description: Net change in trading account securities during the period. format: double nullable: true changeInUnearnedPremiumsValue: type: number description: Net change in unearned premiums during the period. format: double nullable: true changeInUnpaidLossAndLossAdjustmentReserveValue: type: number description: Net change in unpaid loss and loss adjustment reserve during the period. format: double nullable: true changesInOperatingCapitalValue: type: number description: Increase or decrease in operating capital between reporting periods. format: double nullable: true claimsPaidDirectValue: type: number description: Cash outflow to pay claims. format: double nullable: true commissionPaidDirectValue: type: number description: Cash outflow to pay commissions. format: double nullable: true commonStockDividendsPaidCashFlowFromOperatingActivitiesDirectValue: type: number description: Cash outflow for dividends paid to common shareholders. format: double nullable: true commonStockDividendsPaidCashFlowFromOperatingActivitiesIndirectValue: type: number description: Cash outflow from the distribution of dividends to common shareholders. format: double nullable: true commonStockDividendsPaidValue: type: number description: 'Cash outflow arising from payment of dividends to common stockholders during the accounting period. Substance over form: ''Distribution to Shareholders'' or ''Profit Distributions''.' format: double nullable: true creditStandbyArrangementsAvailableValue: type: number description: Total credit standby arrangements available for use with the company at the end of accounting period that cannot be classified in the main Cash Flow tree. format: double nullable: true creditStandbyArrangementsUsedValue: type: number description: Total credit standby arrangements utilized by the company during accounting period that cannot be classified in the main Cash Flow tree. format: double nullable: true currencyCode: $ref: '#/components/schemas/CodeMappingString' debtIssuanceCostsValue: type: number description: Costs associated with issuance of debt capital during the accounting period. format: double nullable: true decreaseInInterestBearingDepositsInBankValue: type: number description: Decrease in interest-bearing deposits in other financial institutions during the period. format: double nullable: true depletionNonCashAdjustmentValue: type: number description: 'Non-cash charge allocated to natural resources during the accounting period. Includes: dry hole expense; abandonments of wells; provision for oil and gas property valuation' format: double nullable: true depositsAtCallReconciliationOfCashValue: type: number description: Carrying value of any deposits at call; which are convertible at very short notice. format: double nullable: true depreciationAmortizationAndDepletionNonCashAdjustmentValue: type: number description: Non-cash charges for use and obsolescence of tangible assets; intangible assets; and natural resources during the accounting period. format: double nullable: true depreciationAndAmortizationNonCashAdjustmentValue: type: number description: Non-cash charges for use and obsolescence of tangible and intangible assets during the accounting period. format: double nullable: true depreciationNonCashAdjustmentValue: type: number description: Non-cash charge for use and obsolescence of tangible assets during the accounting period. format: double nullable: true dividendsAndInterestIncomeNonCashAdjustmentValue: type: number description: Non-cash carrying value of dividends earned from equity investment securities and interest income generated from all deposit accounts. format: double nullable: true dividendsPaidCashFlowFromOperatingActivitiesDirectValue: type: number description: Cash outflow for dividends paid to shareholders of the company. format: double nullable: true dividendsPaidCashFlowFromOperatingActivitiesIndirectValue: type: number description: 'Dividends paid to the investors; reported in in the operating cash flow section. Substance over form: ''Distribution to Shareholders'' or ''Profit Distributions''.' format: double nullable: true dividendsReceivedCashFlowFromOperatingActivitiesIndirectValue: type: number description: Cash inflow from dividends on the company's equity investments reported in the operating cash flow section. format: double nullable: true dividendsReceivedDirectValue: type: number description: 'Cash inflow from dividends received on equity investments. Includes: dividends from associates and related parties; other dividends received' format: double nullable: true dividendsReceivedPaidCashFlowFromInvestingActivitiesValue: type: number description: 'Dividends received by the company reported in the cash flow from investing activities section. Substance over form: ''Distribution to Shareholders'' or ''Profit Distributions''.' format: double nullable: true documentFormType: type: string description: 'The type of document filed by the company: for instance; 10-K (annual report) or 10-Q (quarterly report)' nullable: true documentId: type: integer description: Morningstar Document Id; a unique and unchanging Morningstar identifier assigned to each document format: int32 nullable: true domesticTaxRefundPaidIndirectValue: type: number description: Taxes paid or refund of taxes received from the domicile country during the accounting year; reported in the operating cash flow section. format: double nullable: true effectOfExchangeRateChangesValue: type: number description: Effect of exchange rate fluctuations on cash balances held in foreign currencies. format: double nullable: true estimatedCashOutflowsSupplementalValue: type: number description: Estimated cash outflows during the accounting period that cannot be classified in the main Cash Flow tree. format: double nullable: true excessTaxBenefitFromShareBasedCompensationFinancingActivitiesValue: type: number description: Non-cash effect from reductions in the entity's income taxes that arise from issuing stock based compensation during the accounting period. Reported in the financing activities. format: double nullable: true excessTaxBenefitFromStockBasedCompensationNonCashAdjustmentValue: type: number description: Non-cash effect from reduction in the entity's income taxes that arises from issuing stock based compensation. format: double nullable: true explorationAndEvaluationValue: type: number description: Estimated cash outflows for exploration and evaluation activities performed by mining companies during the accounting period that cannot be classified in the main Cash Flow tree. format: double nullable: true explorationAndMineDevelopmentCostsValue: type: number description: Cash outflow by the company for feasibility studies and development of mines during the accounting period. format: double nullable: true feesAndCommissionsPaidDirectValue: type: number description: Cash outflow for payment of fees and commissions. format: double nullable: true feesAndCommissionsReceivedDirectValue: type: number description: Cash inflow from fees and commissions received. format: double nullable: true financingFacilitiesAvailableSupplementalValue: type: number description: Total financing arrangements with the company and its utilization during the accounting period that cannot be classified in the main Cash Flow tree. format: double nullable: true fiscalPeriod: type: string description: '' nullable: true fiscalYearEnd: type: string description: The company's fiscal year that it uses to report its financial statements nullable: true gainLossOnDerivativesNonCashAdjustmentValue: type: number description: Non-cash gain or loss on derivative instruments resulting from fair value adjustments during the accounting period. format: double nullable: true gainLossOnDisposalSaleOfBusinessNonCashAdjustmentValue: type: number description: Non-cash gain or loss arising from the sale of business segments. format: double nullable: true gainLossOnDisposalSaleOfFixedAssetsNonCashAdjustmentValue: type: number description: Non-cash gain or loss arising from the disposal of capital assets (Property plant and equipment; leased PPE; Intangibles; biological Assets; Mineral & Exploration Assets)- excluding investment properties format: double nullable: true gainLossOnDisposalSaleOfOtherAssetsNonCashAdjustmentValue: type: number description: Non-cash gain or loss arising from the disposal or sale of other assets. format: double nullable: true gainLossOnDisposalsNonCashAdjustmentValue: type: number description: Sum of all non-cash gains or losses recognized during the accounting period from the disposal or sale of fixed assets; businesses; or other assets. format: double nullable: true gainLossOnExtinguishmentOfDebtNonCashAdjustmentValue: type: number description: Non-cash gain or loss earned or incurred due to the extinguishment of debt during the accounting period. format: double nullable: true gainLossOnFinancialInstrumentsNonCashAdjustmentValue: type: number description: Realized non-cash gain or loss from the sale of investments and securities during the accounting period. format: double nullable: true gainLossOnInvestmentPropertiesNonCashAdjustmentValue: type: number description: Realized non-cash gain or loss from disposal or change in fair value of investment properties during the accounting period. format: double nullable: true gainLossOnOtherInvestmentsNonCashAdjustmentValue: type: number description: Non-cash gains or losses from other investments not categorized above. format: double nullable: true impairmentOfGoodwillNonCashAdjustmentValue: type: number description: 'Non-cash expense charged for the impairment of goodwill. Includes: amortization of acquisition costs' format: double nullable: true impairmentReversalsOfInvestmentsNonCashAdjustmentValue: type: number description: Non-cash adjustments resulting from write-downs/reversals in the fair value of investments. format: double nullable: true impairmentWriteOffWriteDownOfCapitalAssetsLossReversalNonCashAdjustmentValue: type: number description: 'Non-cash amount allocated to impairment; write-off; or write-down of capital assets during the accounting period. Capital assets refer to PPE; Intangibles and Fixed Assets Investment. Excludes: impairment of other non-current assets (Write Off/Write Down of Other Assets; Non-Cash Adjustment) and Impairment of Goodwill.' format: double nullable: true impairmentWriteOffWriteDownOfOtherAssetsNonCashAdjustmentValue: type: number description: 'Non-cash expense charged to write-down or write-off non-capital assets during the accounting period. Includes: 1.Impairment of current assets (including inventory) 2.Reversal/ recovery of bad debt and doubtful accounts' format: double nullable: true incomeLossBeforeNonCashAdjustmentValue: type: number description: 'Income or loss before non-cash adjustments to net income. Includes: discontinued operations if reported separately' format: double nullable: true incomeLossOnBankOwnedLifeInsuranceNonCashAdjustmentValue: type: number description: Non-cash change in the bank owned life insurance. format: double nullable: true incomeTaxesRefundPaidCashFlowFromInvestingActivitiesValue: type: number description: 'Net amount of tax refund received or tax expense paid during the period; reported in the cash flow from investing activities section. Includes: tax litigation' format: double nullable: true incomeTaxPaidSupplementalValue: type: number description: Amount of cash paid during the accounting period to foreign; federal; state; and local authorities as taxes on income. format: double nullable: true incomeTaxRefundSupplementalValue: type: number description: Amount of income tax refund received. format: double nullable: true increaseDecreaseInLiquidResourcesValue: type: number description: Change in liquid resources of the company during the period reported in the net debt table. format: double nullable: true increaseDecreaseInLoansLeaseFinancingAndOtherDebtValue: type: number description: Changes to borrowings and leases during the accounting period reported in the net debt table. format: double nullable: true increaseInInterestBearingDepositsInBankValue: type: number description: Increase in interest-bearing deposits in other financial institutions during the period. format: double nullable: true interestAndCommissionPaidDirectValue: type: number description: Cash outflow for interest and commissions. format: double nullable: true interestAndFinanceIncomeExpensesNonCashAdjustmentValue: type: number description: Non-cash adjustments for interest and finance income/expenses during the accounting period. format: double nullable: true interestPaidCashFlowFromFinancingActivitiesValue: type: number description: Cash outflow arising from interest paid on debt during the accounting period. format: double nullable: true interestPaidCashFlowFromOperatingActivitiesIndirectValue: type: number description: Interest paid on loans; debt; or borrowings reported in the operating cash flow section. format: double nullable: true interestPaidDirectValue: type: number description: Cash outflow for payment of interest on debt owed by the company. format: double nullable: true interestPaidForHirePurchaseAndFinanceLeasesCashFlowFromOperatingActivitiesIndirectValue: type: number description: Interest expense on hire purchased or leased assets. format: double nullable: true interestPaidSupplementalValue: type: number description: 'Amount of cash paid during the accounting period for interest owed on borrowings. Includes: amount of interest capitalized' format: double nullable: true interestReceivedCashFlowFromOperatingActivitiesIndirectValue: type: number description: Interest received by the company; reported in the operating cash flow section. format: double nullable: true interestReceivedDirectValue: type: number description: Cash inflow from interest earned on surplus funds deposited with the bank. format: double nullable: true interestReceivedPaidCashFlowFromInvestingActivitiesValue: type: number description: Interest received by the company during the accounting period reported in the cash flow from investing activities section. format: double nullable: true interestReceivedSupplementalValue: type: number description: Amount of cash earned as interest income during the accounting period. format: double nullable: true investmentReceiptsCashFlowFromOperatingActivitiesIndirectValue: type: number description: Income from investments reported in the operating cash flow section. format: double nullable: true irregularIncomeLossNonCashAdjustmentValue: type: number description: Sum of all non-cash income or losses recognized during the accounting period from activities that are not regular or normal in nature. format: double nullable: true isBestKnown: $ref: '#/components/schemas/CodeMappingBoolean' isCalculatedOrCopy: $ref: '#/components/schemas/CodeMappingInt' isConsolidated: $ref: '#/components/schemas/CodeMappingBoolean' isFiscalYearEndChange: $ref: '#/components/schemas/CodeMappingBoolean' isIncomplete: $ref: '#/components/schemas/CodeMappingBoolean' isIrregularPeriod: $ref: '#/components/schemas/CodeMappingBoolean' issuanceOfPaymentsForCommonStockNetValue: type: number description: Net increase or decrease in cash due to purchase (treasury) or issuance of common stock during the accounting period. format: double nullable: true issuanceOfPaymentsForPreferredStockNetValue: type: number description: Net increase or decrease in cash due to issuance or purchase of preferred stock during the accounting period. format: double nullable: true issuanceOfRepaymentsForDebtNetValue: type: number description: Net increase or decrease in cash due to issuance or payments on debt during the accounting period. format: double nullable: true issuanceOfRepaymentsForLeaseFinancingValue: type: number description: Net increase or decrease in cash due to issuance or repayments of lease financing during the accounting period. format: double nullable: true issuanceOfRepaymentsForLongTermDebtNetValue: type: number description: Net increase or decrease in cash due to issuance or payments on long-term debt during the accounting period. format: double nullable: true issuanceOfRepaymentsForPartnersEquityNetValue: type: number description: Net increase or decrease in cash due to issuance or repayments of Limited Partners' equity during the accounting period. format: double nullable: true issuanceOfRepaymentsForShortTermDebtNetValue: type: number description: Net increase or decrease in cash due to issuance or payments on short-term debt during the accounting period. format: double nullable: true issueAndFinancingCostsValue: type: number description: Costs associated with issuance of debt or equity capital during the accounting period. format: double nullable: true loanFacilitiesAvailableValue: type: number description: Total loan facilities available for use with the company at the end of accounting period that cannot be classified in the main Cash Flow tree. format: double nullable: true loanFacilitiesUsedValue: type: number description: Total loan facilities utilized by the company during the accounting period that cannot be classified in the main Cash Flow tree. format: double nullable: true loansToRelatedPartiesValue: type: number description: Cash outflows from loans to related parties during the accounting period that cannot be classified in the main Cash Flow tree. format: double nullable: true miningDevelopmentValue: type: number description: Estimated cash outflows for developmental phase activities by mining companies during the accounting period that cannot be classified in the main Cash Flow tree. format: double nullable: true minorityInterestNonCashAdjustmentValue: type: number description: Non-cash effect from the increase/decrease in non-controlling or minority interest. format: double nullable: true netCashFlowFromContinuingOperatingActivitiesDirectValue: type: number description: Net change in cash balance from operating activities of continuing operations. format: double nullable: true netCashFlowFromContinuingOperatingActivitiesIndirectValue: type: number description: Net change in cash balance for operating activities of continuing operations under the indirect method. format: double nullable: true netCashFlowFromDiscontinuedFinancingActivitiesValue: type: number description: Aggregate cash flow from discontinued operations included in financing activities. format: double nullable: true netCashFlowFromDiscontinuedInvestingActivitiesValue: type: number description: Aggregate cash flow from discontinued operations included in investing activities. format: double nullable: true netCashFlowFromDiscontinuedOperatingActivitiesDirectValue: type: number description: Change in cash allocated to discontinued operations after the effects of exchange rates. Reported as an adjustment to cash flow from operating activities. format: double nullable: true netCashFlowFromDiscontinuedOperatingActivitiesValue: type: number description: Aggregate cash flow from discontinued operations. Included in operating activities. format: double nullable: true netForeignExchangeGainLossNonCashAdjustmentValue: type: number description: 'Net non-cash gain or loss related to the changes in foreign currency exchange rates. Includes: net realized and net unrealized foreign currency exchange gain/loss' format: double nullable: true netInvestmentIncomeLossNonCashAdjustmentValue: type: number description: Net value of non-cash adjustments arising from the gain or loss on investments made by the company and recognized during the accounting period. format: double nullable: true netMovementInNonControllingMinorityInterestValue: type: number description: 'Net movement in cash relating to non-controlling or minority interests during the accounting period. Includes: changes in ownership interests with no gain/loss of control' format: double nullable: true netRealizedForeignCurrencyExchangeGainLossValue: type: number description: The net amount of realized gain or loss resulting from changes in exchange rates between currencies during the reporting period. format: double nullable: true netUnrealizedForeignCurrencyExchangeGainLossValue: type: number description: The net amount of unrealized gain or loss resulting from changes in exchange rates between currencies during the reporting period. format: double nullable: true newDebtAndLeaseFinancingAcquiredValue: type: number description: New borrowings made by the company during the accounting period; reported in the net debt table. format: double nullable: true originationsAndPurchasesOfLoansHeldForSaleValue: type: number description: Cash outflow used to purchase loans held for sale. format: double nullable: true otherCashAdjustmentsIncludedInChangeInCashValue: type: number description: Other cash adjustments included in change in cash not categorized above. format: double nullable: true otherCashPaymentsFromOperatingActivitiesDirectValue: type: number description: 'Cash outflow for any other operating activity not categorized above. Includes: payments from contracts held for dealing or trading purposes; payments for premiums and claims; annuities and other policy benefits' format: double nullable: true otherCashReceiptsFromOperatingActivitiesDirectValue: type: number description: Other cash inflows from operating activities not categorized above. format: double nullable: true otherChangesValue: type: number description: Other changes to cash and cash equivalents during the accounting period. format: double nullable: true otherFinancingCashFlowFromOperatingActivitiesIndirectValue: type: number description: Cash flow from other financing activities reported in the operating cash flow section. format: double nullable: true otherFinancingCashFlowValue: type: number description: 'Other cash inflows or outflows from financing activities not categorized above. Includes: proceeds from government grants reported in financing activities; income taxes refund/paid reported in financing activities' format: double nullable: true otherInvestingCashFlowValue: type: number description: Other cash inflow or outflow in the investing cash flow section not categorized above. format: double nullable: true otherIrregularIncomeLossNonCashAdjustmentValue: type: number description: 'Other irregular non-cash income/loss not accounted for above. Includes: reorganization; restructuring; or severance costs' format: double nullable: true otherNonCashItemsValue: type: number description: Other non-cash inflow or outflow recorded during the accounting period and not categorized above. format: double nullable: true otherOperatingCashFlowValue: type: number description: Other cash flow from operations not categorized above. format: double nullable: true otherOperatingGainLossNonCashAdjustmentValue: type: number description: Other non-cash operating gains or losses recorded during the accounting period and not categorized above. format: double nullable: true otherProvisionsNonCashAdjustmentValue: type: number description: Non-cash charges for provisions during the period to protect the company's assets and liabilities in case of contingent events. format: double nullable: true otherReconciliationOfCashValue: type: number description: Other adjustments reported as a part of the cash reconciliation not categorized above. format: double nullable: true otherUnderwritingExpensesPaidDirectValue: type: number description: Cash outflow for other underwriting expenses not categorized above. format: double nullable: true overseasTaxRefundPaidIndirectValue: type: number description: Taxes paid or tax refund received from the foreign countries where the company has operations during the accounting year; reported in the operating cash flow section. format: double nullable: true paymentForAdvertisingAndMarketingDirectValue: type: number description: Cash outflow for marketing; advertising and other promotional activities. format: double nullable: true paymentForCostOfRevenueValue: type: number description: Cash outflow for the payment of cost of revenue. format: double nullable: true paymentForLeasedAssetsDirectValue: type: number description: Cash outflow for rentals and operating leases on leased assets. format: double nullable: true paymentForLoanGrantedAndRepaymentsReceivedNetValue: type: number description: Net increase or decrease in cash due to payments of loans granted and repayments received from other debtors or parties during the accounting period. format: double nullable: true paymentForOtherWorkingCapitalDirectValue: type: number description: Cash outflow for any other activity relating to normal business operations. format: double nullable: true paymentForResearchAndDevelopmentDirectValue: type: number description: Cash outflow for research and development activities. format: double nullable: true paymentsForAdministrationDirectValue: type: number description: Cash outflow for management and administration activities of the company. format: double nullable: true paymentsForCommonStockValue: type: number description: Cash outflow to reacquire common stock during the period. format: double nullable: true paymentsForDevelopmentExpenditureDirectValue: type: number description: Cash outflow for payment of personal development expenses of employees. format: double nullable: true paymentsForExplorationAndEvaluationDirectValue: type: number description: Cash outflow for payment of exploration and evaluation costs. format: double nullable: true paymentsForFederalHomeLoanBankStockValue: type: number description: Cash outflow to purchase Federal Home Loan Bank stock during the period. format: double nullable: true paymentsForInsuranceActivitiesDirectValue: type: number description: Cash outflow for insurance activities; including claims paid; commission paid; cash paid to reinsurers; and other underwriting expenses paid. format: double nullable: true paymentsForLoanGrantedPurchasedValue: type: number description: Cash outflow for loans granted/purchased. format: double nullable: true paymentsForOperationsAndFeesValue: type: number description: Cash outflow for Operations and Fees under the direct cash flow method. format: double nullable: true paymentsForPreferredStockValue: type: number description: Cash outflow for payment for preferred stock redeemed by preferred stockholders during the accounting period. format: double nullable: true paymentsForProductionDirectValue: type: number description: Cash outflow for direct production or manufacturing costs. format: double nullable: true paymentsForPurchaseOfInvestmentValue: type: number description: Cash outflow for the purchase of investments under the direct cash flow method. format: double nullable: true paymentsForRealizedLossesValue: type: number description: Cash outflow for realized losses on investments under the direct cash flow method. format: double nullable: true paymentsProceedsOfFederalHomeLoanBankStockValue: type: number description: Net change in cash resulting from acquiring and selling Federal Home Loan Bank stock during the period. format: double nullable: true paymentsToEmployeesDirectValue: type: number description: Cash outflow in the form of salaries and compensation to employees of the company. format: double nullable: true paymentsToRelatedPartiesValue: type: number description: Cash outflows to pay related parties during the accounting period that cannot be classified in the main Cash Flow tree. format: double nullable: true paymentsToSuppliersForGoodsAndServicesDirectValue: type: number description: Cash outflow paid to suppliers for goods or services purchased by the company. format: double nullable: true pensionAndEmployeeBenefitExpenseNonCashAdjustmentValue: type: number description: Non-cash charge allocated to pension and other post-retirement employee benefit costs recognized during the period. format: double nullable: true policyholderDepositInvestmentReceivedValue: type: number description: Cash inflow from policyholder deposit investments received. format: double nullable: true preferenceMinoritiesCashFlowFromOperatingActivitiesIndirectValue: type: number description: Change in operating cash flow due to preference minorities. format: double nullable: true preferredStockDividendsPaidCashFlowFromOperatingActivitiesDirectValue: type: number description: Cash outflow for dividends paid to preferred shareholders. format: double nullable: true preferredStockDividendsPaidCashFlowFromOperatingActivitiesIndirectValue: type: number description: Cash outflow from the distribution of dividends to preferred stockholders. format: double nullable: true preferredStockDividendsPaidValue: type: number description: 'Cash outflow arising from payment of dividends to preferred stockholders during the accounting period. Substance over form: ''Distribution to Shareholders'' or ''Profit Distributions''.' format: double nullable: true premiumReinsurancePremiumReceivedValue: type: number description: 'Cash inflow from premiums received. Includes: reinsurance premiums' format: double nullable: true proceedsFromFederalHomeLoanBankStockValue: type: number description: Cash inflow from selling Federal Home Loan Bank stock during the period. format: double nullable: true proceedsFromIssuanceExercisingOfStockOptionsWarrantsValue: type: number description: Net increase or decrease in cash due to issuance or exercising of stock options during the accounting period. format: double nullable: true proceedsFromIssuanceOfCommonStockValue: type: number description: 'Cash inflow from issuance of common stock during the accounting period. Includes: amount received from conversion of convertible debentures and preferred stock' format: double nullable: true proceedsFromIssuanceOfDebtValue: type: number description: Cash inflow from issuance of debt during the reporting period. format: double nullable: true proceedsFromIssuanceOfGeneralUnitsValue: type: number description: Cash inflow from issuance of General Partner units during the accounting period. format: double nullable: true proceedsFromIssuanceOfLimitedPartnerUnitsValue: type: number description: Cash inflow from issuance of Limited Partner units during the accounting period. format: double nullable: true proceedsFromIssuanceOfLongTermDebtValue: type: number description: Cash inflow from issuance of long term debt during the accounting period. format: double nullable: true proceedsFromIssuanceOfPreferredStockValue: type: number description: Cash inflow from issuance of preferred stock during the accounting period. format: double nullable: true proceedsFromIssuanceOfShortTermDebtValue: type: number description: Cash inflow from issuance of short-term debt during the accounting period. format: double nullable: true proceedsFromLeaseFinancingValue: type: number description: Cash inflow from the issuance of lease financing during the accounting period. format: double nullable: true proceedsFromSalesOfLoansHeldForSaleValue: type: number description: Cash inflow from selling loans held for sale. format: double nullable: true profitLossBeforeTaxesValue: type: number description: Profit before tax is a measure that looks at a company's profits before the company has to pay corporate income tax. format: double nullable: true profitLossFromOperationsValue: type: number description: Earnings before interest and taxes is a measure of a firm's profit that includes all incomes and expenses except interest expenses and income tax expenses format: double nullable: true provisionAndImpairmentForLoanLossesAndCreditRiskValue: type: number description: 'Losses and provisions that relate to loan defaults; credit risk and doubtful accounts (Account receivable; other receivable; Interest Receivable; and Trade receivable) Includes: provision for impairment of loans; write off/ reversal/ recovery /provision of bad debt and doubtful accounts and Provision and impairment of (Due from bank; Balances with bank; Interbank transaction; deposit; expected credit loss (ECL); off-balance sheet; Lease receivable; Loan commitment; financial guarantee contracts; acceptances and commitments and guarantees)' format: double nullable: true provisionsReserveForInsuranceActivitiesValue: type: number description: 'Provisions during the period for insurance activities including claims paid; commission paid; cash paid to reinsurers; and other underwriting expenses paid. Includes: provision and impairment for accounts/trade/loans receivable/doubtful accounts/bad debt' format: double nullable: true purchaseAcquisitionOfBusinessValue: type: number description: 'Cash outflow for purchases or acquisitions of businesses during the accounting period. Includes: purchase of subsidiaries' format: double nullable: true purchaseOfIntangiblesValue: type: number description: 'Cash outflow for purchase of intangibles during the accounting period. Includes: purchase of technology; research and development costs' format: double nullable: true purchaseOfInvestmentPropertiesValue: type: number description: Cash outflow for purchases of investment properties during the accounting period. format: double nullable: true purchaseOfInvestmentsOperatingValue: type: number description: Cash outflow for the purchase of investments under the indirect cash flow method. format: double nullable: true purchaseOfInvestmentsValue: type: number description: Cash outflow for purchases of investments during the accounting period. format: double nullable: true purchaseOfJointVentureAssociateValue: type: number description: Cash outflow for purchases of joint ventures or associate companies during the accounting period. format: double nullable: true purchaseOfMineralPropertiesRightsInterestsValue: type: number description: Cash outflow to purchase; construct; or improve mineral properties; rights; or interests during the accounting period. format: double nullable: true purchaseOfOtherNonCurrentAssetsValue: type: number description: Cash outflow from purchases of other non-current assets during the accounting period. format: double nullable: true purchaseOfPropertyPlantAndEquipmentValue: type: number description: Cash outflow for purchase of property; plant; and equipment during the accounting period. format: double nullable: true purchaseSaleAndDisposalOfPropertyPlantAndEquipmentNetValue: type: number description: 'Net increase or decrease in cash due to purchase or sale of property; plant and equipment during the accounting period. Includes: increase (decrease) in fixed assets payable' format: double nullable: true purchaseSaleOfBusinessNetValue: type: number description: Net increase or decrease in cash due to purchase or sale of businesses during the accounting period. format: double nullable: true purchaseSaleOfEquityInvestmentsValue: type: number description: Net increase or decrease in cash due to purchase or sale of equity investments during the accounting period. format: double nullable: true purchaseSaleOfIntangiblesNetValue: type: number description: Net increase or decrease in cash due to purchase or sale of intangibles during the accounting period. format: double nullable: true purchaseSaleOfInvestmentPropertiesNetValue: type: number description: Net increase or decrease in cash due to purchases or sales of investment properties during the accounting period. format: double nullable: true purchaseSaleOfInvestmentsNetOperatingValue: type: number description: Net increase or decrease in cash due to purchases or sales of investments under the indirect cash flow method. format: double nullable: true purchaseSaleOfInvestmentsNetValue: type: number description: Net increase or decrease in cash due to purchases or sales of both long-term and short-term investments during the accounting period. format: double nullable: true purchaseSaleOfOtherNonCurrentAssetsNetValue: type: number description: Net cash flow from purchases or sales of other non-current assets during the accounting period. format: double nullable: true realizedGainLossOnSaleOfLoansAndLeaseNonCashAdjustmentValue: type: number description: Non-cash difference between the sale price and book value of the loans and leases that were sold during the reporting period. format: double nullable: true receiptsAndPaymentsForLoansNetValue: type: number description: Net value from proceeds and payments of loans during the period. format: double nullable: true receiptsFromCustomersDirectValue: type: number description: 'Cash inflow due to cash payments received or collections from customers. Includes: fees and commissions received' format: double nullable: true receiptsFromGovernmentGrantsDirectValue: type: number description: Cash inflow from government grants. format: double nullable: true receiptsFromInsuranceActivitiesDirectValue: type: number description: Cash inflow from premiums received; reinsurance recoveries; policyholder deposit investments received; and fees/commissions received. format: double nullable: true receiptsFromRealizedGainsValue: type: number description: Sum of total cash receipts from realized gains on investments under the direct cash flow method. format: double nullable: true receiptsFromRepaymentsOfLoansValue: type: number description: Cash inflow from repayments of loans. format: double nullable: true receiptsFromRepaymentsSaleOfLoansValue: type: number description: Cash inflow from the repayment of loans. format: double nullable: true receiptsFromSaleOfInvestmentsValue: type: number description: Sum of total cash receipts from the sale of investments under the direct cash flow method. format: double nullable: true receiptsFromTaxRefundsDirectValue: type: number description: Cash inflow from rebates on tax received from the government. format: double nullable: true reinsuranceRecoveriesValue: type: number description: Cash inflow from reinsurance recoveries. format: double nullable: true reorganizationAndMANonCashAdjustmentValue: type: number description: 'Non-cash expense for reorganization and M&A that is added back under the indirect cash flow method. Includes: Negative Goodwill; Bargain purchase' format: double nullable: true repaymentForGeneralUnitsValue: type: number description: Cash outflow arising from repurchase of General Partner units during the accounting period. format: double nullable: true repaymentForLimitedPartnerUnitsValue: type: number description: Cash outflow arising from repurchase of Limited Partner units during the accounting period. format: double nullable: true repaymentsForDebtValue: type: number description: Cash outflow from repayment of debt during the reporting period. format: double nullable: true repaymentsForLeaseFinancingValue: type: number description: Cash outflow arising from repayment of lease financing during the period. format: double nullable: true repaymentsForLongTermDebtValue: type: number description: Cash outflow arising from repayment of long-term debt during the accounting period. format: double nullable: true repaymentsForShortTermDebtValue: type: number description: Cash outflow arising from repayment of short-term debt during the accounting period. format: double nullable: true reportPeriodLength: type: integer description: 'Indicates number of period length reported by the company: for instance; 12-month annual report has report period length as 12.' format: int32 nullable: true reportPeriodLengthType: type: string description: 'Indicates unit of period length reported by the company: for instance; 12-month annual report has report period length type as months. General period length types include days; weeks; months and quarters.' nullable: true reportRawEndDate: type: string description: The actual report date when the company reports its financial statements nullable: true saleAndDisposalOfPropertyPlantAndEquipmentValue: type: number description: Cash inflow from sale or disposal of property; plant; and equipment during the accounting period. format: double nullable: true saleOfBusinessValue: type: number description: 'Cash inflow from sale of businesses during the accounting period. Includes: sale of subsidiaries' format: double nullable: true saleOfIntangiblesValue: type: number description: 'Cash inflow from the sale of intangibles during the accounting period. Includes: sale of technology' format: double nullable: true saleOfInvestmentPropertiesValue: type: number description: Cash inflow from sale of investment properties during the accounting period. format: double nullable: true saleOfInvestmentsOperatingValue: type: number description: Cash receipts from the sale of investments under the indirect cash flow method. format: double nullable: true saleOfInvestmentsValue: type: number description: Cash inflow from sales of investments during the accounting period. format: double nullable: true saleOfJointVentureAssociateValue: type: number description: Cash inflow from the sale of joint ventures or associate companies during the accounting period. format: double nullable: true saleOfMineralPropertiesRightsInterestsValue: type: number description: Cash inflow from the sale of mineral properties; rights; or interests during the accounting period. format: double nullable: true salesOfOtherNonCurrentAssetsValue: type: number description: Cash inflow from sales of other non-current assets during the accounting period. format: double nullable: true shareIssuanceCostsValue: type: number description: Costs associated with issuance of equity capital during the accounting period. format: double nullable: true shareOfProfitLossFromAssociatesJointVenturesAndOtherEquityInvestmentsNonCashAdjustmentValue: type: number description: 'Non-cash share of profit or loss from joint ventures and associates during the accounting period. Includes: remeasurement to fair value of previously held equity interests' format: double nullable: true stockBasedCompensationNonCashAdjustmentValue: type: number description: Non-cash cost incurred by the company for granting stock options to its employees. format: double nullable: true taxesNonCashAdjustmentValue: type: number description: 'Non-cash effect from the increase or decrease of deferred taxes between accounting periods. Includes: deferred income tax; tax credits and adjustments; tax benefit from stock options exercised' format: double nullable: true taxesPaidDirectValue: type: number description: Cash outflow for taxes paid to the government. format: double nullable: true taxesRefundPaidIndirectValue: type: number description: 'Amount of tax refund received during the accounting year; reported in the operating cash flow section. Includes: tax litigation' format: double nullable: true templateCode: $ref: '#/components/schemas/CodeMappingString' totalAdjustmentsForNonCashItemsValue: type: number description: Sum of all non-cash credits and charges of the company; adjusted to conform with the GAAP. format: double nullable: true totalCashAtEndOfPeriodsReconciliationOfCashValue: type: number description: Sum of cash; deposits at call; bank overdrafts; and other items reported in the reconciliation of cash section. Should match cash and cash equivalents on the Balance Sheet at the end of the accounting period. format: double nullable: true totalNetChangeInCashValue: type: number description: Total net change in cash. format: double nullable: true typeOfPeriod: type: string description: Indicates the period type of financial statements. The period types include Discrete; Cumulative; Annual; TTM and Others. Discrete means a 3-month period for a quarter report and a 6-month period for a semi-annual report (SA1); Cumulative means a year-to-date period such as 6 months (Q2) and 9 months (Q3); Annual means a 12-month period; TTM means a derived trailing 12 months period; Others is used for exceptional or unusual cases such as when a Fiscal Year End Change (FYC) occurs. nullable: true unitOfReport: type: integer description: 'The unit that the company uses when reporting the values within its financial statements: for instance; 1000 for value reported in thousands.' format: int64 nullable: true unrealizedGainLossOnFinancialInstrumentsNonCashAdjustmentValue: type: number description: Unrealized non-cash gain or loss on the company's financial assets. format: double nullable: true unrealizedGainLossOnInvestmentPropertiesNonCashAdjustmentValue: type: number description: Non-cash gain or loss on investment properties resulting from fair value adjustments. format: double nullable: true withdrawalFromPolicyholderFundsAndContractsValue: type: number description: Cash outflow for full/partial withdrawal/surrender of policy by policyholder. format: double nullable: true numberOfMonths: type: integer description: '' format: int32 nullable: true reportType: type: string description: '' nullable: true reportPeriod: type: string description: '' nullable: true additionalProperties: false title: OutputCashFlow OutputForwardCalculationMetrics: type: object properties: asOfDate: type: string description: This data point refers to the specific time point when the forward_calculation_metrics information of a company is introduced. nullable: true consensusEstimateForCurrentFiscalYearEndEbit: type: number description: This data point represents the median for the Current Fiscal Year EBIT Estimates format: double nullable: true consensusEstimateForCurrentFiscalYearEndEbitda: type: number description: This data point represents the median for the Current Fiscal Year EBITDA Estimates format: double nullable: true consensusEstimateForCurrentFiscalYearEndEps: type: number description: This data point represents the median for the Current Fiscal Year EPS Estimates. format: double nullable: true consensusEstimateForCurrentFiscalYearEndRevenue: type: number description: This data point represents the median for the Current Fiscal Year Revenue Estimates. format: double nullable: true consensusEstimateForNextFiscalYearEndEbit2Years: type: number description: This data point represents the median for the Next Fiscal Year EBIT Estimates format: double nullable: true consensusEstimateForNextFiscalYearEndEbitda2Years: type: number description: This data point represents the median for the Next Fiscal Year EBITDA Estimates format: double nullable: true consensusEstimateForNextFiscalYearEndEps2Years: type: number description: This data point represents the median for the Next Fiscal Year EPS Estimates. format: double nullable: true currencyCode: type: string description: The three-letter ISO Code for the country associated to an holding. Different types of securites apply different country assignment methodologies. The country is derived from the Morningstar Business Country methodology for equity holdings; while it is sourced from third party vendors for non-equity holdings. nullable: true enterpriseValueToForwardEbit: type: number description: This ratio represents the value of a company's enterprise value relative to its forward EBIT. This is calculated using Enterprise Value divided by Consensus Estimate for Current Fiscal Year EBIT. format: double nullable: true enterpriseValueToForwardEbit2Years: type: number description: This ratio represents the value of a company's Enterprise Value relative to its forward-looking EBIT; two years out. This is calculated using Enterprise Value divided by the Consensus Estimate for the Next Fiscal Year EBIT. format: double nullable: true enterpriseValueToForwardEbitda: type: number description: This ratio represents the value of a company's enterprise value relative to its forward-looking EBITDA. This is calculated using enterprise value divided by the Consensus Estimate for the Current Fiscal Year EBITDA. format: double nullable: true enterpriseValueToForwardEbitda2Years: type: number description: This ratio represents the value of a company's Enterprise Value relative to its forward-looking EBITDA; two years out. This is calculated using Enterprise Value divided by the Consensus Estimate for the Next Fiscal Year EBITDA. format: double nullable: true enterpriseValueToForwardRevenue: type: number description: This ratio represents the value of a company's enterprise value relative to its forward-looking revenue. This is calculated using enterprise value divided by the Consensus Estimate for Current Fiscal Year Revenue. format: double nullable: true estimatedEpsGrowthFirstYear: type: number description: The projected EPS growth rate for next year. format: double nullable: true estimatedEpsGrowthSecondYear: type: number description: The projected EPS growth rate for the the year after next year. format: double nullable: true forwardEarningsYield: type: number description: This ratio represents the value of a stock's projected EPS relative to its price. This can be used to measure the projected earnings produced by each dollar invested in the stock. This is calculated using Consensus estimate for the Current Fiscal Year EPS; divided by Stock Price. format: double nullable: true forwardEarningYield2Years: type: number description: This ratio represents the value of a stock's projected EPS; two years out; relative to its price. This can be used to measure the projected earnings produced by each dollar invested in the stock. This is calculated using the Consensus Estimate for the Next Fiscal Year; divided by Stock Price. format: double nullable: true forwardPriceEarningsToGrowth5YearAverage: type: number description: Five year average value of forward price earnings to growth ratio; calculated by using our standard average methodology. format: double nullable: true forwardPriceEarningsToGrowthRatio: type: number description: This ratio represents the value of a company's projected price to earnings to growth ratio. It is calculated using Forward Price to Earnings divided by the value of the Long-term Earnings Growth. format: double nullable: true forwardPriceToEarnings2Years: type: number description: This ratio represents the value of a company's stock price relative to its projected earnings per share; two years out. This is calculated using Stock Price divided by the Consensus estimate for the Next Fiscal Year EPS. format: double nullable: true forwardPriceToEarnings5YearAverage: type: number description: Five year average value of forward price to earnings ratio; calculated by using our standard average methodology. format: double nullable: true forwardPriceToEarningsRatio: type: number description: This ratio represents the value of a company's stock price relative to its projected earnings per share. This is calculated using Stock Price divided by the Consensus estimate for the Current Fiscal Year EPS. format: double nullable: true forwardPriceToSalesRatio: type: number description: This ratio represents the value of a company's stock price relative to its projected total revenue per share. This is calculated using Stock Price divided by the Consensus estimate for the Current Fiscal Year Revenue. format: double nullable: true forwardReturnOnAssets: type: number description: This ratio represents the value of a company's projected return on assets. It is calculated using Consensus Estimate for Current Fiscal Year EPS divided by Total Assets Per Share. format: double nullable: true forwardReturnOnEquity: type: number description: This ratio represents the value of a company's projected return on equity. It is calculated using Consensus Estimate for Current Fiscal Year EPS divided by Total Equity Per Share. format: double nullable: true priceEarningsToGrowthPayBack: type: number description: The PEG payback period is an estimate of the amount of time it would take to double the amount of money invested in a stock. format: double nullable: true additionalProperties: false title: OutputForwardCalculationMetrics OutputPriceMultiples: type: object properties: asOfDate: type: string description: The calendar date when price multiple data points are calculated nullable: true capeRatio: type: number description: The Cyclically-Adjusted-Price-to-Earnings Ratio measures the value of the company using real earnings per share (EPS) over a 10-year period to smooth out fluctuations in corporate profits that occur over different periods of a business cycle. This is calculated using Stock Price divided by the average of the company's earnings for the last ten years; adjusted for inflation. format: double nullable: true normalizedPegRatio: type: number description: This calculation represents the Normalized Price to Earnings ratio divided by the normalized earnings growth rate. This can be used to determine the fair value of the stock price; while accounting for the company's earnings growth. This can be calculated using Normalized Price to Earnings / (Normalized Diluted EPS 5Y Growth*100). format: double nullable: true normalizedPriceToEarningsRatio: type: number description: This ratio represents the value of a company's stock price relative to its normalized earnings per share. This can be used to evaluate the stock price. This is calculated using Stock Price divided by Normalized EPS (TTM). format: double nullable: true normalizedPriceToEarningsRatioNormalizedProfitabilityMetrics: type: number description: This ratio represents the value of a company's stock price relative to its normalized earnings per share. This can be used to evaluate the stock price. This is calculated using Stock Price divided by Normalized EPS (TTM). format: double nullable: true normalizedPriceToEbitdaRatio: type: number description: This ratio represents the value of a company's stock price relative to its normalized EBITDA per share. This can be used to evaluate the stock price. This is calculated using Stock Price divided by normalized EBITDA per share (TTM). format: double nullable: true normalizedPriceToEbitdarRatio: type: number description: This ratio represents the value of a company's stock price relative to its Normalized EBITDAR per share. This can be used to evaluate the stock price. This is calculated using Stock Price divided by Normalized EBITDAR per share (TTM). format: double nullable: true normalizedPriceToEbitRatio: type: number description: This ratio represents the value of a company's stock price relative to its Normalized EBIT per share. This can be used to evaluate the stock price. This is calculated using Stock Price divided by Normalized EBIT per share (TTM). format: double nullable: true priceEarningsToGrowthRatio: type: number description: This calculation represents the Price to Earnings ratio divided by the earnings growth rate. This can be used to determine the fair value of the stock price; while accounting for the company's earnings growth. This is calculated using Price to Earnings / (Earnings Per Share Used for Calculations 5Y TTM Growth*100). format: double nullable: true priceToAdjustedFundsFromOperations: type: number description: This ratio represents a company's stock price relative to its adjusted fund from operations (AFFO) per share; and is calculated as the company's Share Price divided by its AFFO per share TTM. It is typically used to evaluate the value of Real Estate Investment Trusts. format: double nullable: true priceToBookRatio: type: number description: This ratio represents the value of a company's stock price relative to its common equity book value per share. This can be used to evaluate the stock price. This is calculated using Stock Price divided by Common Equity Book Value per share. format: double nullable: true priceToCashFlowRatio: type: number description: This ratio represents the value of a company's stock price relative to its operating cash flow. This can be used to evaluate the stock price. This is calculated using Stock Price divided by Cash Flow from Operating Activities before changes in Net Working Capital per share (TTM). format: double nullable: true priceToCashRatio: type: number description: This ratio represents the value of a company's stock price relative to its cash and cash equivalents per share. This can be used to evaluate the stock price. This is calculated using Stock Price divided by Cash; Cash Equivalents and Short Term Investments per share. format: double nullable: true priceToEarningsRatio: type: number description: This ratio represents the value of a company's stock price relative to its earnings per share. This can be used to evaluate the stock price. This is calculated using Stock Price divided by Earnings Per Share (TTM). format: double nullable: true priceToEbitdaRatio: type: number description: This ratio represents the value of a company's stock price relative to its EBITDA per share. This can be used to evaluate the stock price. This is calculated using Stock Price divided by EBITDA per share (TTM). format: double nullable: true priceToEbitdarRatio: type: number description: This ratio represents the value of a company's stock price relative to its EBITDAR per share. This can be used to evaluate the stock price. This is calculated using Stock Price divided by EBITDAR per share (TTM). format: double nullable: true priceToEbitRatio: type: number description: This ratio represents the value of a company's stock price relative to its EBIT per share. This can be used to evaluate the stock price. This is calculated using Stock Price divided by EBIT per share (TTM). format: double nullable: true priceToFreeCashFlowRatio: type: number description: This ratio represents the value of a company's stock price relative to its free cash flow per share. This can be used to evaluate the stock price. This is calculated using Stock Price divided by Free Cash Flow per share (TTM). format: double nullable: true priceToFundsFromOperations: type: number description: This ratio represents a company's stock price relative to its fund from operations (FFO) per share; and is calculated as the company's Share Price divided by its FFO per share TTM. It is typically used to evaluate the value of Real Estate Investment Trusts. format: double nullable: true priceToSalesRatio: type: number description: This ratio represents the value of a company's stock price relative to its total revenue per share. This can be used to evaluate the stock price. This is calculated using Stock Price divided by Total Revenue per share (TTM). format: double nullable: true priceToTangibleBookValueRatio: type: number description: This ratio represents the value of a company's stock price relative to its tangible book value per share. This can be used to evaluate the stock price. This is calculated using Stock Price divided by Common Equity Book Value net of Net Intangible Assets per share. format: double nullable: true privateEps10: type: number description: This calculation represents the inflation adjusted average EPS over the trailing ten year period. This is primarily used as an input into the Cyclically Adjusted Price to Earnings (CAPE) ratio and is not meant to be used on its own. This is calculated by 1) obtaining each of the earnings per share (EPS) for a given company; reported over the trailing ten year period; 2) dividing each EPS value by the CPI value for the month end nearest to that reporting period and then multiplying by the CPI for the current period; this is the inflation adjusting. 3) Lastly; all values are summed up and then divided by 10. format: double nullable: true privateNetEarnings10: type: number description: This calculation represents the inflation adjusted Net Earnings over the trailing ten year period. This is primarily used as an input into the Aggregated Cyclically Adjusted Price to Earnings (CAPE) ratio and is not meant to be used on its own. This is calculated by 1) obtaining each of the net earnings for a given company; reported over the trailing ten year period; 2) dividing each net earnings value by the CPI value for the month end nearest to that reporting period and then multiplying by the CPI for the current period; this is the inflation adjusting. 3) Lastly; all values are summed up and then divided by 10. format: double nullable: true additionalProperties: false title: OutputPriceMultiples CodeMappingShort: type: object properties: value: type: string nullable: true code: type: integer format: int32 nullable: true additionalProperties: false title: CodeMappingShort OutputEnterpriseValueGrowthRates: type: object properties: asOfDate: type: string description: The calendar date when the company grade is calculated. nullable: true enterpriseValueToEbitdaRatio10YearGrowth: type: number description: This data point is the annualized growth of EV to EBITDA ratio over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. format: double nullable: true enterpriseValueToEbitdaRatio1YearGrowth: type: number description: This data point is the annualized growth of EV to EBITDA ratio over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. format: double nullable: true enterpriseValueToEbitdaRatio3YearAverageChange: type: number description: This data point is the percentage change of EV to EBITDA ratio over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago) - 1]. format: double nullable: true enterpriseValueToEbitdaRatio3YearGrowth: type: number description: This data point is the annualized growth of EV to EBITDA ratio over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. format: double nullable: true enterpriseValueToEbitdaRatio5YearGrowth: type: number description: This data point is the annualized growth of EV to EBITDA ratio over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. format: double nullable: true enterpriseValueToEbitRatio3YearAverageChange: type: number description: This data point is the percentage change of EV to EBIT ratio over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago) - 1]. format: double nullable: true enterpriseValueToFreeCashFlowRatio10YearGrowth: type: number description: This data point is the annualized growth of EV to FCF ratio over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. format: double nullable: true enterpriseValueToFreeCashFlowRatio1YearGrowth: type: number description: This data point is the annualized growth of EV to FCF ratio over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. format: double nullable: true enterpriseValueToFreeCashFlowRatio3YearAverageChange: type: number description: This data point is the percentage change of EV to FCF ratio over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago) - 1]. format: double nullable: true enterpriseValueToFreeCashFlowRatio3YearGrowth: type: number description: This data point is the annualized growth of EV to FCF ratio over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. format: double nullable: true enterpriseValueToFreeCashFlowRatio5YearGrowth: type: number description: This data point is the annualized growth of EV to FCF ratio over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. format: double nullable: true enterpriseValueToRevenueRatio10YearGrowth: type: number description: This data point is the annualized growth of EV to Revenue ratio over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. format: double nullable: true enterpriseValueToRevenueRatio1YearGrowth: type: number description: This data point is the annualized growth of EV to Revenue ratio over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. format: double nullable: true enterpriseValueToRevenueRatio3YearAverageChange: type: number description: This data point is the percentage change of EV to Revenue ratio over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago) - 1]. format: double nullable: true enterpriseValueToRevenueRatio3YearGrowth: type: number description: This data point is the annualized growth of EV to Revenue ratio over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. format: double nullable: true enterpriseValueToRevenueRatio5YearGrowth: type: number description: This data point is the annualized growth of EV to Revenue ratio over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. format: double nullable: true enterpriseValueToTotalAssetsRatio10YearGrowth: type: number description: This data point is the annualized growth of EV to Total Assets ratio over a 10 year period calculated as [(Value from current period / Value from the same period 10 years ago)^(1/10) - 1]. format: double nullable: true enterpriseValueToTotalAssetsRatio1YearGrowth: type: number description: This data point is the annualized growth of EV to Total Assets ratio over a 1 year period calculated as [(Value from current period / Value from the same period 1 year ago) - 1]. format: double nullable: true enterpriseValueToTotalAssetsRatio3YearAverageChange: type: number description: This data point is the percentage change of EV to Total Assets ratio over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago) - 1]. format: double nullable: true enterpriseValueToTotalAssetsRatio3YearGrowth: type: number description: This data point is the annualized growth of EV to Total Assets ratio over a 3 year period calculated as [(Value from current period / Value from the same period 3 years ago)^(1/3) - 1]. format: double nullable: true enterpriseValueToTotalAssetsRatio5YearGrowth: type: number description: This data point is the annualized growth of EV to Total Assets ratio over a 5 year period calculated as [(Value from current period / Value from the same period 5 years ago)^(1/5) - 1]. format: double nullable: true additionalProperties: false title: OutputEnterpriseValueGrowthRates CodeMappingLong: type: object properties: value: type: string nullable: true code: type: integer format: int64 nullable: true additionalProperties: false title: CodeMappingLong CodeMappingString: type: object properties: value: type: string nullable: true code: type: string nullable: true additionalProperties: false title: CodeMappingString OutputValuationAverageRates: type: object properties: asOfDate: type: string description: The calendar date when average rates data points are calculated nullable: true buyBackYield5YearAverage: type: number description: 'This data point is the average of daily yields using harmonic mean. It is calculated by dividing the number of available buyback yield values in the stipulated 5 year period by the sum of the reciprocals (1/BBY) of each value in that period. Buyback Yield: This ratio represents the value of common stock a company has repurchased relative to its market cap. This ratio can be used as a sign that the company believes its stock is undervalued and also as a method of payingout to shareholders. This is calculated by using Issuance of/Payments for Common Stock divided by Market Cap' format: double nullable: true earningsYield5YearAverage: type: number description: This data point is the average of daily yields using harmonic mean. It is calculated by dividing the number of available earning yield values in the stipulated 5 year period by the sum of the reciprocals (1/EY) of each value in that period. Earning Yield is calculated using Earnings Per Share (TTM) divided by Stock Price. format: double nullable: true priceToBookRatio3YearAverage: type: number description: This data point is the average of daily ratios using harmonic mean. It is calculated by dividing the number of available price to book values in the stipulated 3 year period by the sum of the reciprocals (1/PB) of each value in that period. Price to Book Ratio is calculated using Stock Price divided by Common Equity Book Value per share. format: double nullable: true priceToBookRatio5YearAverage: type: number description: This data point is the average of daily ratios using harmonic mean. It is calculated by dividing the number of available price to book values in the stipulated 5 year period by the sum of the reciprocals (1/PB) of each value in that period. Price to Book Ratio is calculated using Stock Price divided by Common Equity Book Value per share. format: double nullable: true priceToCashFlowRatio5YearAverage: type: number description: This data point is the average of daily ratios using harmonic mean. It is calculated by dividing the number of available price to cash flow values in the stipulated 5 year period by the sum of the reciprocals (1/PCF) of each value in that period. Price to Cash Flow Ratio is calculated using Stock Price divided by Cash Flow from Operating Activities before changes in Net Working Capital per share (TTM). format: double nullable: true priceToCashRatio3YearAverage: type: number description: This data point is the average of daily ratios using harmonic mean. It is calculated by dividing the number of available price to cash values in the stipulated 3 year period by the sum of the reciprocals (1/PC) of each value in that period. Price to Cash Ratio is calculated using Stock Price divided by Cash; Cash Equivalents and Short Term Investments per share. format: double nullable: true priceToEarningsRatio10YearAverage: type: number description: This data point is the average of daily ratios using harmonic mean. It is calculated by dividing the number of available price to earnings values in the stipulated 10 year period by the sum of the reciprocals (1/PE) of each value in that period. Price to Earnings Ratio is calculated using Stock Price divided by Earnings Per Share (TTM). format: double nullable: true priceToEarningsRatio1YearAverage: type: number description: This data point is the average of daily ratios using harmonic mean. It is calculated by dividing the number of available price to earnings values in the stipulated 1 year period by the sum of the reciprocals (1/PE) of each value in that period. Price to Earnings Ratio is calculated using Stock Price divided by Earnings Per Share (TTM). format: double nullable: true priceToEarningsRatio3YearAverage: type: number description: This data point is the average of daily ratios using harmonic mean. It is calculated by dividing the number of available price to earnings values in the stipulated 3 year period by the sum of the reciprocals (1/PE) of each value in that period. Price to Earnings Ratio is calculated using Stock Price divided by Earnings Per Share (TTM). format: double nullable: true priceToEarningsRatio5YearAverage: type: number description: This data point is the average of daily ratios using harmonic mean. It is calculated by dividing the number of available price to earnings values in the stipulated 5 year period by the sum of the reciprocals (1/PE) of each value in that period. Price to Earnings Ratio is calculated using Stock Price divided by Earnings Per Share (TTM). format: double nullable: true priceToFreeCashFlowRatio10YearAverage: type: number description: This data point represents the harmonic mean of daily Price to Free Cash Flow (PFCF) ratios over a 10-year period; calculated as the total number of available PFCF values divided by the sum of the reciprocals (1/PFCF) of each value within the period. The PFCF ratio measures the value of a company's stock price relative to its free cash flow per share (TTM) and is calculated as Stock Price divided by Free Cash Flow per Share (TTM). format: double nullable: true priceToFreeCashFlowRatio1YearAverage: type: number description: This data point represents the harmonic mean of daily Price to Free Cash Flow (PFCF) ratios over a 1-year period; calculated as the total number of available PFCF values divided by the sum of the reciprocals (1/PFCF) of each value within the period. The PFCF ratio measures the value of a company's stock price relative to its free cash flow per share (TTM) and is calculated as Stock Price divided by Free Cash Flow per Share (TTM). format: double nullable: true priceToFreeCashFlowRatio3YearAverage: type: number description: This data point is the average of daily ratios using harmonic mean. It is calculated by dividing the number of available price to free cash flow values in the stipulated 3 year period by the sum of the reciprocals (1/PFCF) of each value in that period. Price to Free Cash Flow Ratio is calculated using Stock Price divided by Free Cash Flow per share (TTM). format: double nullable: true priceToFreeCashFlowRatio5YearAverage: type: number description: This data point represents the harmonic mean of daily Price to Free Cash Flow (PFCF) ratios over a 5-year period; calculated as the total number of available PFCF values divided by the sum of the reciprocals (1/PFCF) of each value within the period. The PFCF ratio measures the value of a company's stock price relative to its free cash flow per share (TTM) and is calculated as Stock Price divided by Free Cash Flow per Share (TTM). format: double nullable: true priceToSalesRatio3YearAverage: type: number description: This data point is the average of daily ratios using harmonic mean. It is calculated by dividing the number of available price to sales values in the stipulated 3 year period by the sum of the reciprocals (1/PS) of each value in that period. Price to Sales Ratio is calculated using Stock Price divided by Total Revenue per share (TTM). format: double nullable: true priceToSalesRatio5YearAverage: type: number description: This data point is the average of daily ratios using harmonic mean. It is calculated by dividing the number of available price to sales values in the stipulated 5 year period by the sum of the reciprocals (1/PS) of each value in that period. Price to Sales Ratio is calculated using Stock Price divided by Total Revenue per share (TTM). format: double nullable: true totalYield5YearAverage: type: number description: This data point is the average of daily yields using harmonic mean. It is calculated by dividing the number of available total yield values in the stipulated 5 year period by the sum of the reciprocals (1/TY) of each value in that period. Total Yield calculation represents the summation of trailing dividend and buyback yield. This can be used to measure the rate of return on the company's stock. This is calculated using Trailing Dividend Yield + Buyback Yield. format: double nullable: true additionalProperties: false title: OutputValuationAverageRates OutputMargins: type: object properties: reportPeriodEndDate: type: string description: The standardized report date when the company reports its financial statements. Standardized report date will be either 28 or 29 (February); 30 or 31. nullable: true earningsBeforeTaxMargin: type: number description: This ratio represents the value of a company's pretax income relative to its total revenue. This can be used to measure a company's profitability. This is calculated using Pretax Income divided by Total Revenue. format: double nullable: true ebitaMargin: type: number description: This ratio represents the value of a company's EBITA relative to its total revenue. This can be used to measure a company's profitability. This is calculated using EBITA divided by Total Revenue. format: double nullable: true ebitdaMargin: type: number description: This ratio represents the value of a company's EBITDA relative to its total revenue. This can be used to measure a company's profitability. This is calculated using EBITDA divided by Total Revenue. format: double nullable: true ebitdarMargin: type: number description: This ratio represents the value of a company's EBITDAR relative to its total revenue. This can be used to measure a company's profitability. This is calculated using EBITDAR divided by Total Revenue. format: double nullable: true ebitMargin: type: number description: This ratio represents the value of a company's EBIT relative to its total revenue. This can be used to measure a company's profitability. This is calculated using Earnings Before Interest and Tax divided by Total Revenue. format: double nullable: true excessCashMargin: type: number description: This ratio represents the value of a company's excess cash relative to its total revenue. This can be used to measure a company's profitability. This is calculated using (Cash Flow from Operating Activities Used for Calculations - Total Operating Profit/Loss) / Total Revenue format: double nullable: true grossMargin: type: number description: This ratio represents the value a company's gross profit relative to its total revenue. This can be used to measure a company's profitability. This is calculated using Gross Profit divided by Total Revenue. format: double nullable: true netProfitMargin: type: number description: This calculation represents the value of a company's net income relative to its total revenue. This can be used to measure a company's profitability. This is calculated using Net Income from Continuing Operations divided by Total Revenue. format: double nullable: true normalizedEbitdaMargin: type: number description: This ratio represents the value of a company's normalized EBITDA relative to its total revenue. This can be used to fairly measure a company's profitability. This is calculated using Normalized EBITDA divided by Total Revenue. format: double nullable: true normalizedEbitdarMargin: type: number description: This ratio represents the value of a company's normalized EBITDAR relative to its total revenue. This can be used to fairly measure a company's profitability. This is calculated using Normalized EBITDAR divided by Total Revenue. format: double nullable: true normalizedEbitMargin: type: number description: This ratio represents the value of a company's normalized EBIT relative to its total revenue. This can be used to fairly measure a company's profitability. This is calculated using Normalized EBIT divided by Total Revenue. format: double nullable: true normalizedNetProfitMargin: type: number description: This ratio represents the value of a company's normalized income relative to its total revenue. This can be used to fairly measure a company's profitability. This is calculated using Normalized Income divided by Total Revenue. format: double nullable: true operatingMargin: type: number description: This ratio represents the value of a company's operating profit/loss relative to its total revenue. This can be used to measure the profitability of a company's core operations. This is calculated using Total Operating Profit/Loss divided by Total Revenue. format: double nullable: true sellingGeneralAdministrativeExpenseMargin: type: number description: This ratio represents the value of a company's selling; general and administrative expenses relative to its total revenue. This can be used to measure a company's profitability. This is calculated using SG&A Expenses divided by Total Revenue. format: double nullable: true numberOfMonths: type: integer description: '' format: int32 nullable: true reportPeriod: type: string description: '' nullable: true reportType: type: string description: '' nullable: true additionalProperties: false title: OutputMargins OutputEnterpriseValueCalculations: type: object properties: asOfDate: type: string description: The calendar date when enterprise value data points are calculated nullable: true analystNormalizedEnterpriseValueToEbitdaRatio: type: number description: This ratio represents a company's enterprise value relative to its Normalized EBITDA. The ratio can be used to measure a company's fair value. This is calculated using Enterprise Value divided by Normalized EBITDA which is an analyst-screened datapoint; meaning an analyst is identifying and taking judgment on what should or should not be adjusted. format: double nullable: true analystNormalizedEnterpriseValueToEbitRatio: type: number description: This ratio represents a company's enterprise value relative to its Normalized EBIT. The ratio can be used to measure a company's fair value. This is calculated using Enterprise Value divided by Normalized EBIT; which is an analyst-screened datapoint; meaning an analyst is identifying and taking judgment on what should or should not be adjusted. format: double nullable: true cashReturn: type: number description: This ratio represents a company's free cash flow relative to its enterprise value. This can be used to measure how efficiently the company is using its capital; both equity and debt; to generate free cash flow. In other words; cash return shows how much free cash flow a company generates as a percentage of how much it would cost an investor to buy out the entire business. This is calculated using Free Cash Flow to Firm divided by Enterprise Value. format: double nullable: true currencyCode: $ref: '#/components/schemas/CodeMappingString' enterpriseValue: type: number description: This calculations represents the entire value of a company. This can be used to measure a company's theoretical purchase price. This is calculated using Market Cap + Preferred Stock/Units + Non-Controlling/Minority Interests in Equity + Net Debt. format: double nullable: true enterpriseValueIncludingCash: type: number description: This calculations represents the entire value of a company. This can be used to measure a company's theoretical purchase price. This is calculated using Market Capital + Total Preferred Stock/Units/Securities + Non-Controlling/Minority Interests in Equity + Total Debt format: double nullable: true enterpriseValueToAssetsRatio: type: number description: This ratio represents a company's enterprise value relative to its total assets. This can be used to measure a company's fair value. This is calculated using Enterprise Value divided by Total Assets. format: double nullable: true enterpriseValueToEbitdaRatio: type: number description: This ratio represents a company's enterprise value relative to its EBITDA. This can be used to measure a company's fair value. This is calculated using Enterprise Value divided by EBITDA (TTM). format: double nullable: true enterpriseValueToEbitRatio: type: number description: This ratio represents a company's enterprise value relative to its EBIT. This can be used to measure a company's fair value. This is calculated using Enterprise Value divided by EBIT (TTM). format: double nullable: true enterpriseValueToFreeCashFlowRatio: type: number description: This ratio represents a company's enterprise value relative to its free cash flow. This can be used to measure a company's fair value. This is calculated using Enterprise Value divided by Free Cash Flow (TTM). format: double nullable: true enterpriseValueToPretaxIncomeRatio: type: number description: This ratio represents a company's enterprise value relative to its pre-tax income. This can be used to measure a company's fair value. This is calculated using Enterprise Value divided by Pre-Tax Income (TTM). format: double nullable: true enterpriseValueToRevenueRatio: type: number description: This ratio represents a company's enterprise value relative to revenue. This can be used to measure a company's fair value. This is calculated using Enterprise Value divided by Total Revenue (TTM). format: double nullable: true normalizedEnterpriseValueToEbitdaRatio: type: number description: This ratio represents the value of a company's enterprise value relative to its Normalized EBITDA. This can be used to measure a company's fair value. This is calculated using Enterprise Value divided by Normalized EBITDA (TTM). format: double nullable: true normalizedEnterpriseValueToEbitRatio: type: number description: This ratio represents a company's enterprise value relative to its Normalized EBIT. This can be used to measure a company's fair value. This is calculated using Enterprise Value divided by Normalized EBIT (TTM). format: double nullable: true totalDebtToEnterpriseValue: type: number description: This ratio represents the value of a company's total debt relative to its enterprise value. This can be used to measure the company's financial leverage. This is calculated using Total Debt divided by Enterprise Value. format: double nullable: true additionalProperties: false title: OutputEnterpriseValueCalculations OutputEnterpriseValueAverageRates: type: object properties: asOfDate: type: string description: The calendar date when enterprise value average rate are calculated nullable: true enterpriseValue5YearAverage: type: number description: This data point is calculated by summing all available enterprise values in the stipulated 5 year period; then dividing by the number of available inputs. Enterprise Value is calculated using Market Cap + Preferred Stock/Units + Non-Controlling/Minority Interests in Equity + Net Debt. format: double nullable: true enterpriseValueToEbitdaRatio3YearAverage: type: number description: This data point is the average of daily ratios using harmonic mean. It is calculated by dividing the number of available EV to EBITDA values in the stipulated 3 year period by the sum of the reciprocals (1/EV to EBITDA) of each value in that period. EV to EBITDA is calculated using Enterprise Value divided by EBITDA (TTM). format: double nullable: true enterpriseValueToEbitdaRatio5YearAverage: type: number description: This data point is the average of daily ratios using harmonic mean. It is calculated by dividing the number of available EV to EBITDA values in the stipulated 5 year period by the sum of the reciprocals (1/EV to EBITDA) of each value in that period. EV to EBITDA is calculated using Enterprise Value divided by EBITDA (TTM). format: double nullable: true enterpriseValueToEbitRatio3YearAverage: type: number description: This data point is the average of daily ratios using harmonic mean. It is calculated by dividing the number of available EV to EBIT values in the stipulated 3 year period by the sum of the reciprocals (1/EV to EBIT) of each value in that period. EV to EBIT is calculated using Enterprise Value divided by EBIT (TTM). format: double nullable: true enterpriseValueToEbitRatio5YearAverage: type: number description: This data point is the average of daily ratios using harmonic mean. It is calculated by dividing the number of available EV to EBIT values in the stipulated 5 year period by the sum of the reciprocals (1/EV to EBIT) of each value in that period. EV to EBIT is calculated using Enterprise Value divided by EBIT (TTM). format: double nullable: true enterpriseValueToFreeCashFlowRatio3YearAverage: type: number description: This data point is the average of daily ratios using harmonic mean. It is calculated by dividing the number of available EV to FCF values in the stipulated 3 year period by the sum of the reciprocals (1/EV to FCF) of each value in that period. EV to FCF is calculated using Enterprise Value divided by Free Cash Flow (TTM). format: double nullable: true enterpriseValueToRevenueRatio3YearAverage: type: number description: This data point is the average of daily ratios using harmonic mean. It is calculated by dividing the number of available EV to Revenue values in the stipulated 3 year period by the sum of the reciprocals (1/EV to Revenue) of each value in that period. EV to Revenue is calculated using Enterprise Value divided by Total Revenue (TTM). format: double nullable: true enterpriseValueToTotalAssetsRatio3YearAverage: type: number description: This data point is the average of daily ratios using harmonic mean. It is calculated by dividing the number of available EV to Total Assets values in the stipulated 3 year period by the sum of the reciprocals (1/EV to Total Assets) of each value in that period. EV to Total Assets is calculated using Enterprise Value divided by Total Assets. format: double nullable: true additionalProperties: false title: OutputEnterpriseValueAverageRates OutputMetadata: type: object properties: requestId: type: string nullable: true time: type: string format: date-time readOnly: true portfolioDate: type: string nullable: true portfolioCurrency: type: string nullable: true messages: type: array items: $ref: '#/components/schemas/OutputMetadataMessages' nullable: true additionalProperties: false title: OutputMetadata OutputMomentum: type: object properties: cashFlowPerShareMomentum: type: number description: This calculation represents the rate of change of Cash Flow from Operating Activities per Share. This can be used to determine whether trailing cash flows have increased or decreased over the past quarter. This is calculated as the percentage change between the latest trailing twelve months of cash flow from operations per share and the trailing twelve months of cash flow from operations from one quarter ago (6 months ago for semi-annual reporting companies). format: double nullable: true dividendPerShareMomentum: type: number description: This calculation represents the rate of change of the trailing twelve month Dividend Per Share. This can be used to determine whether the trailing dividend per share has increased or decreased over the past quarter. This is calculated as the percentage change between the last TTM value of Dividend Per Share and the TTM value of Dividend Per Share one quarter ago (6 Months ago for semi-annual reporting companies). format: double nullable: true earningsPerShareMomentum: type: number description: This calculation represents the rate of change of trailing Earnings Per Share. This can be used to determine whether trailing earnings per share has increased or decreased over the past quarter. This is calculated as the percentage change between the last TTM value of Earnings Per Share and the TTM value of Earnings Per Share one quarter ago (6 Months ago for semi-annual reporting companies). format: double nullable: true ebitdaPerShareMomentum: type: number description: This ratio represents the rate of change of EBITDA Per Share. This can be used to determine whether trailing EBITDA per share has increased or decreased over the past quarter. This is calculated as the percentage change between the last TTM value of EBITDA Per Share and the TTM value of EBITDA Per Share one quarter ago (6 Months ago for semi-annual reporting companies). format: double nullable: true normalizedEbitdaPerShareMomentum: type: number description: This ratio represents the rate of change of Normalized EBITDA Per Share. This can be used to determine whether trailing Normalized EBITDA per share has increased or decreased over the past quarter. This is calculated as the percentage change between the last TTM value of Normalized EBITDA Per Share and the TTM value of Normalized EBITDA Per Share one quarter ago (6 Months ago for semi-annual reporting companies). format: double nullable: true salesPerShareMomentum: type: number description: This ratio represents the rate of change of Sales Per Share. This can be used to determine whether trailing sales per share has increased or decreased over the past quarter. This is calculated as the percentage change between the last TTM value of Sales Per Share and the TTM value of Sales Per Share one quarter ago (6 Months ago for semi-annual reporting companies). format: double nullable: true numberOfMonths: type: integer description: '' format: int32 nullable: true reportPeriod: type: string description: '' nullable: true reportType: type: string description: '' nullable: true additionalProperties: false title: OutputMomentum CodeMappingInt: type: object properties: value: type: string nullable: true code: type: integer format: int32 nullable: true additionalProperties: false title: CodeMappingInt securitySchemes: BasicAuth: type: http scheme: basic