openapi: 3.0.3 info: title: LLM-ready API version: 0.1.0 description: S&P Global Market Intelligence kFinance dataset via LLM-Ready API paths: /api/v1/auditors/: post: operationId: auditors_create description: Get the financial auditors of a given company id requestBody: content: application/json: schema: $ref: '#/components/schemas/AuditorRequest' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/AuditorRequest' multipart/form-data: schema: $ref: '#/components/schemas/AuditorRequest' required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/AuditorResponse' examples: AuditorExample: value: '21719': CY2025/FY2025: - auditor_company_id: '97518' auditor_name: Ernst & Young LLP CY2024/FY2024: - auditor_company_id: '97518' auditor_name: Ernst & Young LLP summary: '21719' description: Indicates a successful request. '403': description: Indicates that the authorization is missing or invalid. /api/v1/ciqpro/{company_ids}: get: operationId: ciqpro_retrieve description: Given a list of company IDs, return a list of those IDs to their CIQ Pro keys. parameters: - in: path name: company_ids schema: type: string pattern: ^(\d+(,\d+)*)$ required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/CIQProKeys' examples: Example: value: results: - company_id: '21719' ciqpro_key: '4023623' summary: '21719' description: Indicates a successful request. '403': description: Indicates that the authorization is missing or invalid. /api/v1/company_groups/geo/country/{iso_code}/{state}: get: operationId: Get Companies By Location description: "Get the list of companies based in a location with filters iso_code and state.\n\nParameters:\n iso_code\ \ (string, required): The ISO 3166-1 alpha-2 or alpha-3 code representing the country. This should be a two or three\ \ letter code conforming to the ISO 3166-1 standard. Example: \"US\" or \"USA\" for the United States, \"FR\" or \"\ FRA\" for France, \"IN\" or \"IND\" for India.\n state (string, optional): The ISO 3166-2 subdivision code representing\ \ a state, province, or region within the specified country. This code identifies the subdivision without repeating\ \ the country code. Example: \"CA\" for California, \"MH\" for Maharashtra." parameters: - in: path name: iso_code schema: type: string pattern: ^(?i:[A-Z]{2,3})$ required: true - in: path name: state schema: type: string pattern: ^(?i:[A-Z]{2,3})$ required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/CompanyListResponse' examples: GetCompaniesByLocationExample: value: companies: - 557556508 - 915908 - 326636850 - 13757207 - 1780112191 - 291946353 - 658420583 - 408856966 summary: Country GB description: Indicates a successful request. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/company_groups/industry/{industry_classification}/{industry_code}: get: operationId: Get Companies By Industry Code description: Get the list of companies that are in the given industry_classification and industry_code parameters: - in: path name: industry_classification schema: type: string pattern: ^(?i:ANZSIC)|(?i:NACE)|(?i:NAICS)|(?i:SIC)|(?i:SPCAPIQETF)|(?i:SPRATINGS)$ required: true - in: path name: industry_code schema: type: string pattern: ^[a-zA-Z0-9]{1,12}$ required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/CompanyListResponse' examples: GetCompaniesByIndustryCodeExample: value: companies: - 669200555 - 1755802872 - 304098666 - 20342986 - 106768890 - 104931852 - 1832449314 - 1841209336 - 600549462 - 20374017 - 3711189 summary: SIC, 6141 description: Indicates a successful request. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/company_groups/industry/gics/{gics_code}: get: operationId: Get Companies By GICS Code description: 'Get the list of companies that are classified in the gics_code. Returns a dictionary of shape {"companies": List[]}. The gics_code can be either a 2-digit Sector code, 4-digit Industry Group code, 6-digit Industry code, or 8-digit Sub-industry code.' parameters: - in: path name: gics_code schema: type: string pattern: ^([0-9]{2}|[0-9]{4}|[0-9]{6}|[0-9]{8})$ required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/CompanyListResponse' examples: GetCompaniesByGICSCodeExample: value: companies: - 1905805991 - 1865646430 - 1872949585 - 1813054728 - 20934664 - 657206722 - 718559668 - 371363826 summary: '25301010' description: Indicates a successful request. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/company_groups/industry/simple/{simple_industry}: get: operationId: Get Companies By Simple Industry description: Get the list of companies that are in the given simple_industry parameters: - in: path name: simple_industry schema: type: string pattern: ^(?i:aerospace_and_defense)|(?i:air_freight_and_logistics)|(?i:automobile_components)|(?i:automobiles)|(?i:banks)|(?i:beverages)|(?i:biotechnology)|(?i:broadline_retail)|(?i:building_products)|(?i:capital_markets)|(?i:chemicals)|(?i:commercial_services_and_supplies)|(?i:communications_equipment)|(?i:construction_and_engineering)|(?i:construction_materials)|(?i:consumer_finance)|(?i:consumer_staples_distribution_and_retail)|(?i:containers_and_packaging)|(?i:distributors)|(?i:diversified_consumer_services)|(?i:diversified_reits)|(?i:diversified_telecommunication_services)|(?i:electric_utilities)|(?i:electrical_equipment)|(?i:electronic_equipment_instruments_and_components)|(?i:energy_equipment_and_services)|(?i:entertainment)|(?i:financial_services)|(?i:food_products)|(?i:gas_utilities)|(?i:ground_transportation)|(?i:health_care_equipment_and_supplies)|(?i:health_care_providers_and_services)|(?i:health_care_reits)|(?i:health_care_technology)|(?i:hotel_and_resort_reits)|(?i:hotels_restaurants_and_leisure)|(?i:household_durables)|(?i:household_products)|(?i:independent_power_and_renewable_electricity_producers)|(?i:industrial_conglomerates)|(?i:industrial_reits)|(?i:insurance)|(?i:interactive_media_and_services)|(?i:it_services)|(?i:leisure_products)|(?i:life_sciences_tools_and_services)|(?i:machinery)|(?i:marine_transportation)|(?i:media)|(?i:metals_and_mining)|(?i:mortgage_real_estate_investment_trusts)|(?i:multi_utilities)|(?i:office_reits)|(?i:oil_gas_and_consumable_fuels)|(?i:paper_and_forest_products)|(?i:passenger_airlines)|(?i:personal_care_products)|(?i:pharmaceuticals)|(?i:professional_services)|(?i:real_estate_management_and_development)|(?i:residential_reits)|(?i:retail_reits)|(?i:semiconductors_and_semiconductor_equipment)|(?i:software)|(?i:specialized_reits)|(?i:specialty_retail)|(?i:technology_hardware_storage_and_peripherals)|(?i:textiles_apparel_and_luxury_goods)|(?i:tobacco)|(?i:trading_companies_and_distributors)|(?i:transportation_infrastructure)|(?i:water_utilities)|(?i:wireless_telecommunication_services)$ required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/CompanyListResponse' examples: GetCompaniesBySimpleIndustryExample: value: companies: - 557556508 - 915908 - 326636850 - 13757207 - 1780112191 - 291946353 - 658420583 - 408856966 summary: aerospace_and_defense description: Indicates a successful request. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/competitors/{company_id}: get: operationId: Get Competitors from Company description: "Get the list of company_id and company_name that are competitors of company_id, optionally filtered by\ \ the competitor_source type.\n\nParameters:\n company_id (int): The requested company_id\n competitor_source\ \ (CompetitorSourceType): The source type of the competitor information: 'filing' (from SEC filings), 'key_dev' (from\ \ key developments), 'contact' (from contact relationships), 'third_party' (from third-party sources), 'self_identified'\ \ (self-identified), 'named_by_competitor' (from competitor's perspective).\"\nReturns a dictionary of shape {\"competitors\"\ : List[{“company_id”: , \"company_name\": }]}," parameters: - in: path name: company_id schema: type: integer required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/Competitors' examples: CompetitorsExample: value: competitors: - company_id: 8122148 company_name: Experian plc - company_id: 109450 company_name: MarketAxess Holdings Inc. - company_id: 4973712 company_name: Stride, Inc. summary: 21719, named_by_competitor description: Indicates a successful request. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/competitors/{company_id}/{competitor_source}: get: operationId: Get Competitors from Company_2 description: "Get the list of company_id and company_name that are competitors of company_id, optionally filtered by\ \ the competitor_source type.\n\nParameters:\n company_id (int): The requested company_id\n competitor_source\ \ (CompetitorSourceType): The source type of the competitor information: 'filing' (from SEC filings), 'key_dev' (from\ \ key developments), 'contact' (from contact relationships), 'third_party' (from third-party sources), 'self_identified'\ \ (self-identified), 'named_by_competitor' (from competitor's perspective).\"\nReturns a dictionary of shape {\"competitors\"\ : List[{“company_id”: , \"company_name\": }]}," parameters: - in: path name: company_id schema: type: integer required: true - in: path name: competitor_source schema: type: string pattern: ^(?i:filing)|(?i:key_dev)|(?i:contact)|(?i:third_party)|(?i:self_identified)|(?i:named_by_competitor)$ required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/Competitors' examples: CompetitorsExample: value: competitors: - company_id: 8122148 company_name: Experian plc - company_id: 109450 company_name: MarketAxess Holdings Inc. - company_id: 4973712 company_name: Stride, Inc. summary: 21719, named_by_competitor description: Indicates a successful request. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/cusip/{security_id}: get: operationId: Get CUSIP description: Get the CUSIP for a given security_id parameters: - in: path name: security_id schema: type: integer required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/CusipResponse' examples: GetCusipExample: value: cusip: Y11757104 summary: '20231631' description: Indicates a successful request. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. '404': description: Indicates that no CUSIP was found for the given security_id. /api/v1/earnings/{company_id}: get: operationId: Get Earnings Calls description: 'Get metadata (name, key dev id, and datetime) for earnings calls for a given company_id. The response comprises metadata for all upcoming and past earnings calls in descending order by datetime. The key dev id can be used with the transcript endpoints to retrieve the earnings call transcript.' parameters: - in: path name: company_id schema: type: integer required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/EarningsResponse' examples: EarningsExample: value: earnings: - name: S&P Global Inc., Q1 2025 Earnings Call, Apr 29, 2025 key_dev_id: 1916266380 datetime: '2025-02-11 13:30:00.000' summary: '24937' description: Indicates a successful request. '400': description: Indicates that request parameters are invalid. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/earnings/{company_id}/dates: get: operationId: Get Earnings Calls Dates description: Get the earnings calls in datetime for a given company_id in UTC parameters: - in: path name: company_id schema: type: integer required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/EarningsDatesResponse' examples: EarningsDatesExample: value: earnings: - '2024-02-01T22:00:00.000' - '2023-11-02T21:00:00.000' - '2023-08-03T21:00:00.000' summary: '24937' description: Indicates a successful request. '400': description: Indicates that request parameters are invalid. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/estimates/: post: operationId: Get Estimates description: Get the consensus estimates or guidance for a given company. requestBody: content: application/json: schema: $ref: '#/components/schemas/EstimatesRequest' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/EstimatesRequest' multipart/form-data: schema: $ref: '#/components/schemas/EstimatesRequest' required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/EstimatesResponse' examples: ConsensusEstimatesQuarterlyExample: value: results: '24937': estimate_type: consensus currency: USD period_type: quarterly periods: FY2025Q4: period_end_date: '2025-12-31' estimates: - name: Revenue Consensus High value: '3955000000.000000' - name: Revenue Consensus Low value: '3806400000.000000' - name: Revenue Consensus Mean value: '3881725460.000000' - name: Revenue Consensus Median value: '3883000000.000000' errors: {} summary: '24937' description: Indicates a successful request. '400': description: Indicates that the input parameters are invalid. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/estimates/analyst_recommendations/{company_id}: get: operationId: Get Analyst Recommendations description: 'Get analyst recommendations for a given company_id. Returns counts of analyst recommendations by rating category and an aggregate analyst consensus score. S&P Global Market Intelligence standardizes ratings across brokers on a 5-point scale: 1 = Buy, 2 = Outperform, 3 = Hold, 4 = Underperform, 5 = Sell. If an analyst does not provide a recommendation, S&P Global assigns a rating of ''No Opinion''.' parameters: - in: path name: company_id schema: type: integer required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/AnalystRecommendationsResponse' examples: ConsensusTargetPriceExample: value: results: '24937': effective_date: '2026-03-03' estimates: - name: Consensus Recommendation value: '1.936170' - name: '# of Analysts No Opinion Recommendation - (In-Consensus)' value: '2.000000' - name: '# of Analysts Buy Recommendation - (In-Consensus)' value: '24.000000' - name: '# of Analysts Sell Recommendation - (In-Consensus)' value: '1.000000' - name: '# of Analysts Hold Recommendation - (In-Consensus)' value: '16.000000' - name: '# of Analysts Outperform Recommendation - (In-Consensus)' value: '5.000000' - name: '# of Analysts Underperform Recommendation - (In-Consensus)' value: '1.000000' errors: {} summary: '24937' description: Indicates a successful request. '400': description: Indicates that the input parameters are invalid. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/estimates/consensus_target_price/{company_id}: get: operationId: Get Consensus Target Price description: Get the consensus target price estimates for a given company_id. parameters: - in: path name: company_id schema: type: integer required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/ConsensusTargetPriceResponse' examples: ConsensusTargetPriceExample: value: results: '24937': currency: USD effective_date: '2026-03-03' estimates: - name: Target Price Consensus Mean value: '293.289020' - name: Target Price Consensus Median value: '300.000000' - name: Target Price Consensus High value: '350.000000' - name: Target Price Consensus Low value: '205.000000' - name: 'Target Price - # of Estimates' value: '41.000000' - name: Target Price - Standard Deviation value: '32.468260' errors: {} summary: '24937' description: Indicates a successful request. '400': description: Indicates that the input parameters are invalid. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/fundinground/info/{transaction_id}: get: operationId: fundinground_info_retrieve description: Get detailed information about a round of funding. parameters: - in: path name: transaction_id schema: type: integer required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/RoundOfFundingInfo' examples: RoundOfFundingInformationExample: value: timeline: announced_date: '2017-02-09' closed_date: '2016-12-31' participants: target: company_id: 251994106 company_name: Kensho Technologies, Inc. investors: - company_id: 21719 company_name: S&P Global Inc. lead_investor: true investment_value: null - company_id: 292891 company_name: Wells Fargo & Company lead_investor: false investment_value: null transaction: funding_type: Series B amount_offered: '50000000.00000000' currency: USD legal_fees: null other_fees: null initial_gross_amount_offered: '50000000.00000000' offering_size_change: Unchanged upsized_amount: '0.00000000' upsized_amount_percent: '0.00000000' pre_money_valuation: '450000000.00000000' post_money_valuation: '500000000.00000000' aggregate_amount_raised: '104961538.00000000' liquidation_preference: null anti_dilution_method: null liquidation_price: null option_pool: null participating_preferred_cap: null liquidation_preference_multiple: null use_of_proceeds: Kensho Technologies Inc. will use the proceeds in part toward buying more data sets to supplement its current pool of information and toward bringing its technology to other industries. pre_deal_situation: null redemption: null cumulative_dividends: null reorganization: null pay_to_play: null pay_to_play_penalties: null security: dividend_per_share: null annualized_dividend_rate: null seniority_level: null coupon_type: null funding_convertible_type: null security_description: Undisclosed class_series_tranche: null summary: 'transaction id: 273766' description: Indicates a successful request. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. '404': description: Indicates that no round of funding info was found for the given transaction_id. /api/v1/fundinground/info/{transaction_id}/advisors/investor/{advised_company_id}: get: operationId: fundinground_info_advisors_investor_retrieve description: Get the advisors and their types for a company buying into a round of funding. parameters: - in: path name: advised_company_id schema: type: integer required: true - in: path name: transaction_id schema: type: integer required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/AdvisorsResponse' examples: AdvisorsForRoundOfFundingInvestorCompanyExample: value: advisors: - advisor_company_id: 22439 advisor_company_name: DLA Piper LLP (US) advisor_type_name: Legal Counsel advisor_fee_amount: '3750000.0000' advisor_fee_currency: USD is_lead: true summary: 'transaction id: 4299145, company id: 21719' description: Indicates a successful request. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/fundinground/info/{transaction_id}/advisors/target: get: operationId: fundinground_info_advisors_target_retrieve description: Get the advisors and their types for the company raising a round of funding. parameters: - in: path name: transaction_id schema: type: integer required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/AdvisorsResponse' examples: AdvisorsForCompanyRaisingRoundOfFundingExample: value: advisors: - advisor_company_id: 286743412 advisor_company_name: PJT Partners Inc. advisor_type_name: Financial Adviser advisor_fee_amount: '2500000.0000' advisor_fee_currency: USD is_lead: true - advisor_company_id: 106880 advisor_company_name: Simpson Thacher & Bartlett LLP advisor_type_name: Legal Counsel advisor_fee_amount: '1200000.0000' advisor_fee_currency: USD is_lead: false summary: 'transaction id: 4299145' description: Indicates a successful request. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/fundingrounds/investor/{company_id}: get: operationId: fundingrounds_investor_retrieve description: Get the rounds of funding that the specified company invested in. parameters: - in: path name: company_id schema: type: integer required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/RoundsOfFunding' examples: GetTheRoundsOfFundingThatTheSpecifiedCompanyBoughtInto.: value: rounds_of_funding: - transaction_id: 444715 funding_round_notes: e-Builder, Inc. announced a strategic round of funding from new investor The McGraw-Hill Companies, Inc. on May 1, 2000. closed_date: '2000-05-01' funding_type: Venture - transaction_id: 383751 funding_round_notes: Gather, Inc. announced that it will raise $2,400,000 through the issuance of equity shares on November 17, 2010. The securities will be issued pursuant to Regulation D. closed_date: '2010-11-24' funding_type: Series E summary: 'company id: 21719' description: Indicates a successful request. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/fundingrounds/target/{company_id}: get: operationId: fundingrounds_target_retrieve description: Get the rounds of funding that the specified company was in. parameters: - in: path name: company_id schema: type: integer required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/RoundsOfFunding' examples: RoundsOfFundingForCompanyExample: value: rounds_of_funding: - transaction_id: 334220 funding_round_notes: Kensho Technologies Inc. announced that it has received funding from new investor, Impresa Management LLC in 2013. closed_date: '2013-12-31' funding_type: Seed - transaction_id: 242311 funding_round_notes: Kensho Technologies Inc. announced that it will receive $740,000 in funding on January 29, 2014. The company will issue convertible debt securities in the transaction. The company will issue securities pursuant to exemption provided under Regulation D. closed_date: '2014-02-13' funding_type: Debt summary: 'company id: 251994106' description: Indicates a successful request. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/id/{cusip}: get: operationId: CUSIP to Identification Triple description: Get the most likely trading_item_id, security_id, and company_id with a given CUSIP. parameters: - in: path name: cusip schema: type: string pattern: ^[a-zA-Z0-9*@#]{8}[0-9]$ required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/IdentificationTripleWithCompanyInfoResponse' examples: CUSIPToIDTripleExample: value: trading_item_id: 2590360 security_id: 2590359 company_id: 24937 company_name: Apple, Inc. ticker: NasdaqGS:AAPL summary: US0378331005 description: Indicates a successful request. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/id/{isin}: get: operationId: ISIN to Identification Triple description: Get the most likely trading_item_id, security_id, and company_id with a given ISIN. parameters: - in: path name: isin schema: type: string pattern: ^[a-zA-Z]{2}[a-zA-Z0-9]{9}[0-9]$ required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/IdentificationTripleWithCompanyInfoResponse' examples: ISINToIDTripleExample: value: trading_item_id: 2590360 security_id: 2590359 company_id: 24937 company_name: Apple, Inc. ticker: NasdaqGS:AAPL summary: US0378331005 description: Indicates a successful request. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/id/{ticker}: get: operationId: Ticker to Identification Triple description: Get the most likely trading_item_id, security_id, and company_id with a given ticker symbol. parameters: - in: path name: ticker schema: type: string required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/IdentificationTripleWithCompanyInfoResponse' examples: TickerToIDTripleExample: value: trading_item_id: 2590360 security_id: 2590359 company_id: 24937 company_name: Apple, Inc. ticker: NasdaqGS:AAPL summary: AAPL description: Indicates a successful request. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/id/{ticker}/exchange_code/{exchange_code}: get: operationId: Ticker to Identification Triple_2 description: Get the most likely trading_item_id, security_id, and company_id with a given ticker symbol. parameters: - in: path name: exchange_code schema: type: string required: true - in: path name: ticker schema: type: string required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/IdentificationTripleWithCompanyInfoResponse' examples: TickerToIDTripleExample: value: trading_item_id: 2590360 security_id: 2590359 company_id: 24937 company_name: Apple, Inc. ticker: NasdaqGS:AAPL summary: AAPL description: Indicates a successful request. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/ids: post: operationId: Unified Identification Triple description: Get the most likely trading_item_id, security_id, and company_id for various identifier types (ISIN, CUSIP, Company ID, ticker, or company name). requestBody: content: application/json: schema: $ref: '#/components/schemas/UnifiedIdentificationTripleRequest' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/UnifiedIdentificationTripleRequest' multipart/form-data: schema: $ref: '#/components/schemas/UnifiedIdentificationTripleRequest' required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/UnifiedIdentificationTripleResponse' examples: MultipleIdentifierTypes: value: '37833100': trading_item_id: 2590360 security_id: 2590359 company_id: 24937 company_name: Apple, Inc. ticker: NasdaqGS:AAPL AAPL: trading_item_id: 2590360 security_id: 2590359 company_id: 24937 company_name: Apple, Inc. ticker: NasdaqGS:AAPL US0378331005: trading_item_id: 2590360 security_id: 2590359 company_id: 24937 company_name: Apple, Inc. ticker: NasdaqGS:AAPL Apple Inc.: trading_item_id: 2590360 security_id: 2590359 company_id: 24937 company_name: Apple, Inc. ticker: NasdaqGS:AAPL C_874695: trading_item_id: 2590360 security_id: 2590359 company_id: 24937 company_name: Apple, Inc. ticker: NasdaqGS:AAPL summary: POST with ticker, ISIN, CUSIP, company name, and company ID EdgeCases:PrivateCompaniesAndFailedSearches: value: Private Company LLC: company_id: 12345 security_id: null trading_item_id: null company_name: Private Company LLC ticker: null NonExistentCompany: error: 'No identification triple found for the provided identifier: NonExistentCompany of type: ticker_or_company_name' summary: POST showing how private companies and not-found identifiers are handled description: Indicates a successful request. Returns a mapping of identifiers to their identification triples. '400': description: Indicates that the request is invalid or missing required parameters. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/info/{company_id}: get: operationId: Get Company Information description: Get the general information of a given company_id, such as name, status, company type, simple industry, number of employees, founding date, webpage, and address. parameters: - in: path name: company_id schema: type: integer required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/CompanyInfoResponse' examples: CompanyInfoExample: value: name: Apple Inc. status: Operating type: Public Company simple_industry: Technology Hardware, Storage and Peripherals number_of_employees: '161000.0000' founding_date: '1976-01-01' webpage: www.apple.com address: One Apple Park Way city: Cupertino zip_code: '95014' state: California country: United States iso_country: USA summary: '24937' description: Indicates a successful request. '400': description: Indicates that request parameters are invalid. '403': description: Indicates that the authorization information is missing or invalid. '404': description: Indicates that no company info was found for the given company_id. /api/v1/info/{company_id}/descriptions: get: operationId: info_descriptions_retrieve description: Get the company's summary (short description) and description (long description) parameters: - in: path name: company_id schema: type: integer required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/CompanyDescriptionsResponse' examples: CompanyDescriptionsExample: value: summary: 'S&P Global Inc., together with its subsidiaries, provides credit ratings, benchmarks, analytics, and workflow solutions in the global capital, commodity, and automotive markets. It operates through five segments: S&P Global Market Intelligence, S&P Global Ratings, S&P Global Commodity Insights, S&P Global Mobility, and S&P Dow Jones Indices...[truncated]. The summary (also called the short description) consists of a single paragraph up to 8,000 characters (including spaces). Short descriptions include: Primary business; Products and services offered and their applications; Business segment details; Client/customer groups served; Geographic markets served; Distribution channels; Strategic alliances/partnerships; Founded/incorporated year; Latest former name; Headquarters and additional offices' description: "S&P Global Inc. (S&P Global), together with its subsidiaries, provides credit ratings, benchmarks,\ \ analytics, and workflow solutions in the global capital, commodity, and automotive markets.\r\n\r\n\ The capital markets include asset managers, investment banks, commercial banks, insurance companies,\ \ exchanges, trading firms, and issuers...[truncated]. The description (also called the long description)\ \ contains an extensive profile of a company with no character limit and divided into sections that\ \ may include: Primary business; Segments (including Products and Services for each); Competition; Significant\ \ events; History" summary: '21719' description: Indicates a successful request. '403': description: Indicates that the authorization is missing or invalid. '404': description: Indicates that no company summary nor description were found for the given company_id. /api/v1/info/{company_id}/names: get: operationId: info_names_retrieve description: 'Get the company''s other names: alternate_names (names that a company also goes by), historical_names (names that the company used to go by), and native_names (company names in native language)' parameters: - in: path name: company_id schema: type: integer required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/CompanyOtherNamesResponse' examples: CompanyOtherNamesExample: value: alternate_names: - ANOBAKA Co Ltd historical_names: - KVP Co., Ltd. - KLab Venture Partners Co., Ltd. native_names: - name: KLab Venture Partners 株式会社 language: Japanese - name: 株式会社KVP language: Japanese - name: 株式会社ANOBAKA language: Japanese summary: '314900269' description: Indicates a successful request. '403': description: Indicates that the authorization is missing or invalid. /api/v1/isin/{security_id}: get: operationId: Get ISIN description: Get the ISIN for a given security_id parameters: - in: path name: security_id schema: type: integer required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/IsinResponse' examples: GetIsinExample: value: isin: US0378331005 summary: '2590359' description: Indicates a successful request. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. '404': description: Indicates that no ISIN was found for the given security_id. /api/v1/latest: get: operationId: Get Latest Date description: "Get the latest annual reporting year, latest quarterly reporting quarter and year, and current date in\ \ UTC. The output is a dictionary with the following schema::\n\n{\n \"annual\": {\n \"latest_year\": int\n\ \ },\n \"quarterly\": {\n \"latest_quarter\": int,\n \"latest_year\": int\n },\n \"now\"\ : {\n \"current_year\": int,\n \"current_quarter\": int,\n \"current_month\": int,\n \"\ current_date\": str # in format Y-m-d\n }\n}" security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/LatestResponse' examples: GetLatestExample: value: annual: latest_year: 2023 quarterly: latest_quarter: 3 latest_year: 2024 now: current_year: 2024 current_quarter: 4 current_month: 10 current_date: '2024-10-24' summary: Get Latest example description: Indicates a successful request. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/line_item/: post: operationId: Get Financial Line Item description: 'Get a financial line item for a set of company_ids. For a public company, the annual period_type returns annual calendar year values. For a private company, the annual period_type returns annual fiscal year values.' requestBody: content: application/json: schema: $ref: '#/components/schemas/FinancialItemRequest' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/FinancialItemRequest' multipart/form-data: schema: $ref: '#/components/schemas/FinancialItemRequest' required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/FinancialItemResponse' examples: Plant,Property,AndEquipmentLineItemExample: value: results: '24937': currency: USD periods: FY2023Q1: period_end_date: '2022-12-31' num_months: 3 line_item: name: Net Property Plant And Equipment value: '42951000000.000000' sources: - type: doc-viewer line item url: https://www.capitaliq.spglobal.com/apisv3/spg-webplatform-core/docviewer?mid=217403557&uctSearch=42951.000000 FY2023Q2: period_end_date: '2023-04-01' num_months: 3 line_item: name: Net Property Plant And Equipment value: '43398000000.000000' sources: - type: doc-viewer line item url: https://www.capitaliq.spglobal.com/apisv3/spg-webplatform-core/docviewer?mid=222795059&uctSearch=43398.000000 FY2023Q3: period_end_date: '2023-07-01' num_months: 3 line_item: name: Net Property Plant And Equipment value: '43550000000.000000' sources: - type: doc-viewer line item url: https://www.capitaliq.spglobal.com/apisv3/spg-webplatform-core/docviewer?mid=228080297&uctSearch=43550.000000 FY2023Q4: period_end_date: '2023-09-30' num_months: 3 line_item: name: Net Property Plant And Equipment value: '43715000000.000000' sources: - type: doc-viewer statement url: https://www.capitaliq.spglobal.com/apisv3/spg-webplatform-core/docviewer?mid=232134583 errors: {} summary: '24937' PrivateCompanyRevenueExample: value: results: '1861276': currency: SEK periods: PED2023-08-31: period_end_date: '2023-08-31' num_months: 12 line_item: name: Revenues value: '34550436000.000000' sources: [] errors: {} summary: '1861276' description: Indicates a successful request. '400': description: Indicates that the input parameters are invalid. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/line_item/{company_id}/{line_item}/{period_type}/{start_year}/{end_year}/{start_quarter}/{end_quarter}: get: operationId: Get Financial Line Item_2 description: 'Get a financial line item for a given company_id. For a public company, the annual period_type returns annual calendar year values. For a private company, the annual period_type returns annual fiscal year values.' parameters: - in: path name: company_id schema: type: integer required: true - in: path name: end_quarter schema: type: string pattern: ^([1-4])|(?i:none)|(?i:null)$ required: true - in: path name: end_year schema: type: string pattern: ^([0-9]{4})|(?i:none)|(?i:null)$ required: true - in: path name: line_item schema: type: string pattern: ^(?i:accounts_payable)|(?i:accounts_receivable)|(?i:accrued_expenses)|(?i:accumulated_depreciation)|(?i:additional_paid_in_capital)|(?i:adjustments_to_cash_flow_net_income)|(?i:amortization_of_goodwill_and_intangibles)|(?i:asset_writedown)|(?i:basic_eps)|(?i:basic_eps_excluding_extra_items)|(?i:basic_eps_from_accounting_change)|(?i:basic_eps_from_accounting_change_and_extraordinary_items)|(?i:basic_eps_from_extraordinary_items)|(?i:capital_expenditure)|(?i:capital_leases)|(?i:cash_acquisitions)|(?i:cash_and_equivalents)|(?i:cash_from_financing)|(?i:cash_from_investing)|(?i:cash_from_operations)|(?i:change_in_accounts_payable)|(?i:change_in_accounts_receivable)|(?i:change_in_deferred_taxes)|(?i:change_in_income_taxes)|(?i:change_in_inventories)|(?i:change_in_net_operating_assets)|(?i:change_in_net_working_capital)|(?i:change_in_other_net_operating_assets)|(?i:change_in_trading_asset_securities)|(?i:change_in_unearned_revenue)|(?i:common_dividends_paid)|(?i:common_shares_outstanding)|(?i:common_stock)|(?i:cost_of_goods_sold)|(?i:cost_of_revenue)|(?i:currency_exchange_gains)|(?i:current_deferred_tax_liability)|(?i:current_income_taxes_payable)|(?i:current_portion_of_capital_leases)|(?i:current_portion_of_long_term_debt)|(?i:current_portion_of_long_term_debt_and_capital_leases)|(?i:current_ratio)|(?i:current_unearned_revenue)|(?i:deferred_tax_asset_current_portion)|(?i:depreciation)|(?i:depreciation_and_amortization)|(?i:depreciation_of_rental_assets)|(?i:diluted_eps)|(?i:diluted_eps_excluding_extra_items)|(?i:diluted_eps_from_accounting_change)|(?i:diluted_eps_from_accounting_change_and_extraordinary_items)|(?i:diluted_eps_from_discontinued_operations)|(?i:diluted_eps_from_extraordinary_items)|(?i:distributable_cash_per_share)|(?i:divestitures)|(?i:dividends_per_share)|(?i:earnings_from_continued_operations)|(?i:earnings_from_discontinued_operations)|(?i:ebit)|(?i:ebita)|(?i:ebitda)|(?i:ebitdar)|(?i:ebt_excluding_unusual_items)|(?i:ebt_including_unusual_items)|(?i:effective_tax_rate)|(?i:ev_to_employees)|(?i:ev_to_total_revenue)|(?i:exploration_and_drilling_costs)|(?i:extraordinary_item_and_accounting_change)|(?i:fees_and_other_income)|(?i:finance_division_debt_current_portion)|(?i:finance_division_debt_non_current_portion)|(?i:finance_division_interest_expense)|(?i:finance_division_loans_and_leases_long_term)|(?i:finance_division_loans_and_leases_short_term)|(?i:finance_division_operating_expense)|(?i:finance_division_other_current_assets)|(?i:finance_division_other_current_liabilities)|(?i:finance_division_other_non_current_assets)|(?i:finance_division_other_non_current_liabilities)|(?i:finance_division_revenue)|(?i:foreign_exchange_rate_adjustments)|(?i:funds_from_operations)|(?i:gain_from_sale_of_assets)|(?i:gain_from_sale_of_investments)|(?i:goodwill)|(?i:gross_profit)|(?i:gross_property_plant_and_equipment)|(?i:impairment_of_goodwill)|(?i:impairment_of_oil_gas_and_mineral_properties)|(?i:in_process_research_and_development_expense)|(?i:income_from_affiliates)|(?i:income_tax_expense)|(?i:insurance_division_operating_expense)|(?i:insurance_division_revenue)|(?i:insurance_settlements)|(?i:interest_and_investment_income)|(?i:interest_expense)|(?i:inventory)|(?i:issuance_of_common_stock)|(?i:issuance_of_preferred_stock)|(?i:last_close_tev_to_ebit)|(?i:last_close_tev_to_ebitda)|(?i:legal_settlements)|(?i:loans_held_for_sale)|(?i:long_term_accounts_receivable)|(?i:long_term_debt)|(?i:long_term_debt_issued)|(?i:long_term_debt_repaid)|(?i:long_term_deferred_charges)|(?i:long_term_deferred_tax_assets)|(?i:long_term_investments)|(?i:long_term_loans_receivable)|(?i:loss_on_equity_investments)|(?i:merger_and_restructuring_charges)|(?i:merger_charges)|(?i:minority_interest_in_earnings)|(?i:miscellaneous_cash_flow_adjustments)|(?i:net_cash_from_discontinued_operation)|(?i:net_cash_from_investments)|(?i:net_change_in_cash)|(?i:net_debt)|(?i:net_decrease_in_investment_loans_originated_and_sold)|(?i:net_decrease_in_loans_originated_and_sold)|(?i:net_income)|(?i:net_income_allocable_to_general_partner)|(?i:net_income_to_common_shareholders_excluding_extra_items)|(?i:net_income_to_common_shareholders_including_extra_items)|(?i:net_income_to_company)|(?i:net_interest_expense)|(?i:net_property_plant_and_equipment)|(?i:net_working_capital)|(?i:non_current_deferred_tax_liability)|(?i:non_current_unearned_revenue)|(?i:normalized_basic_eps)|(?i:normalized_diluted_eps)|(?i:notes_receivable)|(?i:operating_income)|(?i:other_adjustments_to_net_income)|(?i:other_amortization)|(?i:other_current_assets)|(?i:other_current_liability)|(?i:other_equity)|(?i:other_financing_activities)|(?i:other_intangibles)|(?i:other_investing_activities)|(?i:other_long_term_assets)|(?i:other_non_current_liabilities)|(?i:other_non_operating_income)|(?i:other_operating_activities)|(?i:other_operating_expense)|(?i:other_preferred_stock_adjustments)|(?i:other_receivables)|(?i:other_revenue)|(?i:other_unusual_items)|(?i:pension_and_other_post_retirement_benefit)|(?i:pre_opening_costs)|(?i:preferred_dividends_and_other_adjustments)|(?i:preferred_dividends_paid)|(?i:preferred_stock_additional_paid_in_capital)|(?i:preferred_stock_convertible)|(?i:preferred_stock_dividend)|(?i:preferred_stock_equity_adjustment)|(?i:preferred_stock_non_redeemable)|(?i:preferred_stock_other)|(?i:preferred_stock_redeemable)|(?i:premium_on_redemption_of_preferred_stock)|(?i:prepaid_expense)|(?i:provision_for_bad_debts)|(?i:provision_for_credit_losses)|(?i:quick_ratio)|(?i:repurchase_of_common_stock)|(?i:repurchase_of_preferred_stock)|(?i:research_and_development_expense)|(?i:restricted_cash)|(?i:restructuring_charges)|(?i:retained_earnings)|(?i:revenue)|(?i:revenue_from_interest_and_investment_income)|(?i:revenue_from_sale_of_assets)|(?i:revenue_from_sale_of_investments)|(?i:sale_of_intangible_assets)|(?i:sale_of_property_plant_and_equipment)|(?i:sale_of_real_estate)|(?i:sale_proceeds_from_rental_assets)|(?i:selling_general_and_admin_expense)|(?i:short_term_borrowings)|(?i:short_term_debt_issued)|(?i:short_term_debt_repaid)|(?i:short_term_investments)|(?i:special_dividends_paid)|(?i:stock_based_compensation)|(?i:tax_benefit_from_stock_options)|(?i:total_assets)|(?i:total_cash_and_short_term_investments)|(?i:total_common_equity)|(?i:total_current_assets)|(?i:total_current_liabilities)|(?i:total_debt)|(?i:total_debt_issued)|(?i:total_debt_repaid)|(?i:total_debt_to_capital)|(?i:total_debt_to_equity_ratio)|(?i:total_depreciation_and_amortization)|(?i:total_dividends_paid)|(?i:total_equity)|(?i:total_liabilities)|(?i:total_liabilities_and_equity)|(?i:total_operating_expense)|(?i:total_other_investing_activities)|(?i:total_other_non_cash_items)|(?i:total_other_non_operating_income)|(?i:total_other_operating_expense)|(?i:total_other_revenue)|(?i:total_other_unusual_items)|(?i:total_preferred_equity)|(?i:total_receivables)|(?i:total_revenue)|(?i:total_selling_general_and_admin_expense)|(?i:total_unusual_items)|(?i:trading_asset_securities)|(?i:treasury_stock)|(?i:treasury_stock_preferred_stock_convertible)|(?i:treasury_stock_preferred_stock_non_redeemable)|(?i:treasury_stock_preferred_stock_redeemable)|(?i:weighted_average_basic_shares_outstanding)|(?i:weighted_average_diluted_shares_outstanding)|(?i:working_capital)|(?i:additional_paid_in_capital_preferred_stock)|(?i:assets)|(?i:basic_earning_per_share)|(?i:basic_earning_per_share_excluding_extra_items)|(?i:basic_earning_per_share_from_accounting_change)|(?i:basic_earning_per_share_from_accounting_change_and_extraordinary_items)|(?i:basic_earning_per_share_from_extraordinary_items)|(?i:basic_earning_per_share_including_extra_items)|(?i:basic_eps_including_extra_items)|(?i:capex)|(?i:capital_expenditures)|(?i:capitalized_leases)|(?i:cash)|(?i:cash_and_cash_equivalents)|(?i:cash_and_short_term_investments)|(?i:cash_flow_from_operations)|(?i:cash_from_discontinued_operation)|(?i:cash_from_financing_activities)|(?i:cash_from_investing_activities)|(?i:cash_from_operating_activities)|(?i:cashflow_from_financing)|(?i:cashflow_from_financing_activities)|(?i:cashflow_from_investing)|(?i:cashflow_from_investing_activities)|(?i:change_in_cash)|(?i:cogs)|(?i:common_equity)|(?i:continued_operations_earnings)|(?i:convertible_preferred_stock)|(?i:cor)|(?i:current_accounts_receivable)|(?i:current_assets)|(?i:current_borrowing)|(?i:current_borrowings)|(?i:current_debt_issued)|(?i:current_debt_repaid)|(?i:current_deferred_tax_asset)|(?i:current_liabilities)|(?i:current_notes_receivable)|(?i:current_other_receivables)|(?i:current_portion_of_cap_leases)|(?i:current_portion_of_capitalized_leases)|(?i:current_portion_of_income_taxes_payable)|(?i:current_portion_of_leases)|(?i:current_portion_of_long_term_debt_and_capitalized_leases)|(?i:current_portion_of_lt_debt)|(?i:current_portion_of_lt_debt_and_cap_leases)|(?i:current_portion_of_non_current_debt)|(?i:current_portion_of_non_current_debt_and_capital_leases)|(?i:current_portion_of_non_current_debt_and_capitalized_leases)|(?i:current_portion_of_unearned_revenue)|(?i:current_total_receivable)|(?i:current_total_receivables)|(?i:d_and_a)|(?i:debt_ratio)|(?i:diluted_earning_per_share)|(?i:diluted_earning_per_share_excluding_extra_items)|(?i:diluted_earning_per_share_from_accounting_change)|(?i:diluted_earning_per_share_from_accounting_change_and_extraordinary_items)|(?i:diluted_earning_per_share_from_discontinued_operations)|(?i:diluted_earning_per_share_from_extraordinary_items)|(?i:diluted_earning_per_share_including_extra_items)|(?i:diluted_eps_including_extra_items)|(?i:discontinued_operations_earnings)|(?i:dividends_paid)|(?i:dna)|(?i:earnings_before_interest_and_taxes)|(?i:earnings_before_interest_taxes_and_amortization)|(?i:earnings_before_interest_taxes_depreciation_amortization_and_rental_expense)|(?i:earnings_before_interest_taxes_depreciation_and_amortization)|(?i:earnings_before_taxes_excluding_unusual_items)|(?i:earnings_before_taxes_including_unusual_items)|(?i:enterprise_value_to_earnings_before_interest_and_taxes)|(?i:enterprise_value_to_earnings_before_interest_taxes_depreciation_and_amortization)|(?i:enterprise_value_to_ebit)|(?i:enterprise_value_to_ebitda)|(?i:enterprise_value_to_employee_count)|(?i:enterprise_value_to_employees)|(?i:enterprise_value_to_headcount)|(?i:enterprise_value_to_total_revenue)|(?i:equity)|(?i:equity_adjustment_preferred_stock)|(?i:ev_to_ebit)|(?i:ev_to_ebitda)|(?i:ev_to_employee_count)|(?i:ev_to_headcount)|(?i:exploration_and_drilling_expense)|(?i:ffo)|(?i:finance_division_debt_long_term_portion)|(?i:finance_division_long_term_debt)|(?i:finance_division_long_term_loans_and_leases)|(?i:finance_division_non_current_debt)|(?i:finance_division_other_long_term_assets)|(?i:finance_division_other_long_term_liabilities)|(?i:finance_division_other_short_term_assets)|(?i:finance_division_short_term_loans_and_leases)|(?i:foreign_exchange_adjustments)|(?i:fx_adjustments)|(?i:gppe)|(?i:gross_ppe)|(?i:impairment_o_and_g)|(?i:impairment_of_oil_and_gas)|(?i:in_process_r_and_d_cost)|(?i:in_process_r_and_d_expense)|(?i:in_process_research_and_development_cost)|(?i:in_process_rnd_cost)|(?i:in_process_rnd_expense)|(?i:income_tax)|(?i:income_taxes)|(?i:interest_expense_finance_division)|(?i:inventories)|(?i:last_close_enterprise_value_to_earnings_before_interest_and_taxes)|(?i:last_close_enterprise_value_to_earnings_before_interest_taxes_depreciation_and_amortization)|(?i:last_close_enterprise_value_to_ebit)|(?i:last_close_enterprise_value_to_ebitda)|(?i:last_close_enterprise_value_to_employee_count)|(?i:last_close_enterprise_value_to_employees)|(?i:last_close_enterprise_value_to_headcount)|(?i:last_close_enterprise_value_to_total_revenue)|(?i:last_close_ev_to_ebit)|(?i:last_close_ev_to_employee_count)|(?i:last_close_ev_to_employees)|(?i:last_close_ev_to_headcount)|(?i:last_close_ev_to_total_revenue)|(?i:last_close_tev_to_employee_count)|(?i:last_close_tev_to_employees)|(?i:last_close_tev_to_headcount)|(?i:last_close_tev_to_total_revenue)|(?i:last_close_total_enterprise_value_to_earnings_before_interest_and_taxes)|(?i:last_close_total_enterprise_value_to_earnings_before_interest_taxes_depreciation_and_amortization)|(?i:last_close_total_enterprise_value_to_ebit)|(?i:last_close_total_enterprise_value_to_ebitda)|(?i:last_close_total_enterprise_value_to_employee_count)|(?i:last_close_total_enterprise_value_to_employees)|(?i:last_close_total_enterprise_value_to_headcount)|(?i:last_close_total_ev_to_ebit)|(?i:last_close_total_ev_to_ebitda)|(?i:last_close_total_ev_to_employee_count)|(?i:last_close_total_ev_to_employees)|(?i:last_close_total_ev_to_headcount)|(?i:last_enterprise_value_to_earnings_before_interest_and_taxes)|(?i:last_enterprise_value_to_earnings_before_interest_taxes_depreciation_and_amortization)|(?i:last_enterprise_value_to_ebit)|(?i:last_enterprise_value_to_ebitda)|(?i:last_enterprise_value_to_employee_count)|(?i:last_enterprise_value_to_employees)|(?i:last_enterprise_value_to_headcount)|(?i:last_enterprise_value_to_total_revenue)|(?i:last_ev_to_employee_count)|(?i:last_ev_to_employees)|(?i:last_ev_to_headcount)|(?i:last_ev_to_total_revenue)|(?i:last_tev_to_ebit)|(?i:last_tev_to_ebitda)|(?i:last_tev_to_employee_count)|(?i:last_tev_to_employees)|(?i:last_tev_to_headcount)|(?i:last_tev_to_total_revenue)|(?i:last_total_enterprise_value_to_earnings_before_interest_and_taxes)|(?i:last_total_enterprise_value_to_earnings_before_interest_taxes_depreciation_and_amortization)|(?i:last_total_enterprise_value_to_ebit)|(?i:last_total_enterprise_value_to_ebitda)|(?i:last_total_enterprise_value_to_employee_count)|(?i:last_total_enterprise_value_to_employees)|(?i:last_total_enterprise_value_to_headcount)|(?i:last_total_ev_to_ebit)|(?i:last_total_ev_to_ebitda)|(?i:last_total_ev_to_employee_count)|(?i:last_total_ev_to_employees)|(?i:last_total_ev_to_headcount)|(?i:liabilities)|(?i:liabilities_and_equity)|(?i:loans_receivable)|(?i:long_term_finance_division_loans_and_leases)|(?i:long_term_leases)|(?i:long_term_loans_and_leases_of_the_finance_division)|(?i:long_term_other_assets)|(?i:long_term_other_liabilities)|(?i:long_term_unearned_revenue)|(?i:misc_cash_flow_adj)|(?i:net_income_to_minority_interest)|(?i:net_ppe)|(?i:non_current_accounts_receivable)|(?i:non_current_debt)|(?i:non_current_debt_issued)|(?i:non_current_debt_repaid)|(?i:non_current_deferred_charges)|(?i:non_current_deferred_tax_assets)|(?i:non_current_investments)|(?i:non_current_loans_receivable)|(?i:non_current_other_assets)|(?i:non_current_other_liabilities)|(?i:non_redeemable_preferred_stock)|(?i:normal_revenue)|(?i:normalized_basic_earning_per_share)|(?i:normalized_diluted_earning_per_share)|(?i:nppe)|(?i:operating_expense)|(?i:operating_expense_finance_division)|(?i:operating_expense_insurance_division)|(?i:other_current_assets_of_the_finance_division)|(?i:other_current_liabilities)|(?i:other_long_term_assets_of_the_finance_division)|(?i:other_long_term_liabilities)|(?i:other_non_current_assets)|(?i:other_non_current_assets_of_the_finance_division)|(?i:other_preferred_stock)|(?i:other_short_term_assets_of_the_finance_division)|(?i:ppe)|(?i:pre_opening_expense)|(?i:preferred_equity)|(?i:preferred_stock)|(?i:prepaid_expenses)|(?i:property_plant_and_equipment)|(?i:provision_for_bad_debt)|(?i:r_and_d_cost)|(?i:r_and_d_expense)|(?i:redeemable_preferred_stock)|(?i:regular_revenue)|(?i:research_and_development_cost)|(?i:rnd_cost)|(?i:rnd_expense)|(?i:sale_of_intangible_asset)|(?i:sale_of_intangibles)|(?i:sale_of_ppe)|(?i:sale_of_real_estate_properties)|(?i:sale_of_real_properties)|(?i:selling_general_and_admin)|(?i:selling_general_and_admin_cost)|(?i:sg_and_a)|(?i:sga)|(?i:shareholders_equity)|(?i:short_term_accounts_receivable)|(?i:short_term_assets)|(?i:short_term_borrowing)|(?i:short_term_deferred_tax_asset)|(?i:short_term_finance_division_loans_and_leases)|(?i:short_term_loans_and_leases_of_the_finance_division)|(?i:short_term_notes_receivable)|(?i:short_term_other_receivables)|(?i:short_term_total_receivable)|(?i:short_term_total_receivables)|(?i:tax_rate)|(?i:tev_to_ebit)|(?i:tev_to_ebitda)|(?i:tev_to_employee_count)|(?i:tev_to_employees)|(?i:tev_to_headcount)|(?i:tev_to_total_revenue)|(?i:total_current_portion_of_long_term_debt_and_capital_leases)|(?i:total_current_portion_of_long_term_debt_and_capitalized_leases)|(?i:total_current_portion_of_lt_debt_and_cap_leases)|(?i:total_current_portion_of_non_current_debt_and_capital_leases)|(?i:total_current_portion_of_non_current_debt_and_capitalized_leases)|(?i:total_d_and_a)|(?i:total_debt_ratio)|(?i:total_debt_to_equity)|(?i:total_debt_to_total_equity)|(?i:total_dna)|(?i:total_enterprise_value_to_earnings_before_interest_and_taxes)|(?i:total_enterprise_value_to_earnings_before_interest_taxes_depreciation_and_amortization)|(?i:total_enterprise_value_to_ebit)|(?i:total_enterprise_value_to_ebitda)|(?i:total_enterprise_value_to_employee_count)|(?i:total_enterprise_value_to_employees)|(?i:total_enterprise_value_to_headcount)|(?i:total_enterprise_value_to_total_revenue)|(?i:total_ev_to_ebit)|(?i:total_ev_to_ebitda)|(?i:total_ev_to_employee_count)|(?i:total_ev_to_employees)|(?i:total_ev_to_headcount)|(?i:total_preferred_stock)|(?i:total_receivable)|(?i:total_selling_general_and_admin)|(?i:total_selling_general_and_admin_cost)|(?i:total_sga)|(?i:total_shareholders_equity)|(?i:total_short_term_assets)|(?i:treasury_convertible_preferred_stock)|(?i:treasury_non_redeemable_preferred_stock)|(?i:treasury_preferred_stock_convertible)|(?i:treasury_preferred_stock_non_redeemable)|(?i:treasury_preferred_stock_redeemable)|(?i:treasury_redeemable_preferred_stock)|(?i:treasury_stock_convertible_preferred_stock)|(?i:treasury_stock_non_redeemable_preferred_stock)|(?i:treasury_stock_redeemable_preferred_stock)|(?i:unusual_items)$ required: true - in: path name: period_type schema: type: string pattern: ^(?i:annual)|(?i:quarterly)|(?i:ytd)|(?i:ltm)|(?i:none)|(?i:null)$ required: true - in: path name: start_quarter schema: type: string pattern: ^([1-4])|(?i:none)|(?i:null)$ required: true - in: path name: start_year schema: type: string pattern: ^([0-9]{4})|(?i:none)|(?i:null)$ required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/FinancialItemResponse' examples: Plant,Property,AndEquipmentLineItemExample: value: calendar_type: CALENDAR currency: USD line_item: '2019': '95957000000.000000' '2020': '112096000000.000000' '2021': '119810000000.000000' '2022': '124874000000.000000' '2023': '125260000000.000000' summary: '24937' description: Indicates a successful request. '400': description: Indicates that the input parameters are invalid. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/market_cap/{company_id}/{start_date}/{end_date}: get: operationId: Get Market Caps description: 'Get the market caps between start and end date inclusive. The returned data includes market_cap, tev (Total Enterprise Value), shares_outstanding, and its currency.' parameters: - in: path name: company_id schema: type: integer required: true - in: path name: end_date schema: type: string pattern: ^([0-9]{4}-[0-9]{2}-[0-9]{2})|(?i:none)|(?i:null)$ required: true - in: path name: start_date schema: type: string pattern: ^([0-9]{4}-[0-9]{2}-[0-9]{2})|(?i:none)|(?i:null)$ required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/MarketCapsResponse' examples: GetMarketCapsExample: value: currency: USD market_caps: - date: '2025-02-16' market_cap: '3674399055800.000000' tev: '3629830055800.000000' shares_outstanding: 15022073000 summary: '2590360' description: Indicates a successful request. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/merger/info/{transaction_id}: get: operationId: merger_info_retrieve description: "Get information about the specified merger/acquisition transaction.\n\nParameters:\n transaction_id:\ \ The ID of the specified transaction.\n\nReturns:\n dict: A nested dictionary that contains:\n - An ordered\ \ array of the status changes of the transaction.\n - A dict with three keys:\n - target: The company that\ \ was merged with or acquired.\n - buyers: A list of companies that bought or merged with the target company.\n\ \ - sellers: A list of companies that sold or traded the target company.\n - Optionally the primary consideration\ \ (which is the one that happened or was most recently proposed), where the consideration contains:\n - The\ \ currency of the consideration.\n - The current gross total value of the consideration.\n - The current\ \ implied equity value of the consideration.\n - The current implied enterprise value of the consideration.\n\ \ - A list of the consideration's details (sub-components of the consideration), where each consideration detail\ \ contains:\n - The detail scenario.\n - The detail subtype.\n - The cash or ash\ \ equivalent offered per share.\n - The number of shares in the target company.\n - The current\ \ gross total of the consideration detail." parameters: - in: path name: transaction_id schema: type: integer required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/MergerInfo' examples: MergerInfoExample: value: timeline: - status: Announced date: '2018-03-06' - status: Closed date: '2018-04-08' participants: target: company_id: 251994106 company_name: Kensho Technologies, Inc. buyers: - company_id: 21719 company_name: S&P Global Inc. sellers: - company_id: 18561 company_name: Accel Partners - company_id: 22049 company_name: New Enterprise Associates, Inc. consideration: currency_name: US Dollar current_calculated_gross_total_transaction_value: '550000000.000000' current_calculated_implied_equity_value: null current_calculated_implied_enterprise_value: null details: - scenario: Stock Lump Sum subtype: Combination Consideration - Equity Component cash_or_cash_equivalent_per_target_share_unit: null number_of_target_shares_sought: null current_calculated_gross_value_of_consideration: null - scenario: Cash Lump Sum subtype: Combination Consideration - Cash Component cash_or_cash_equivalent_per_target_share_unit: null number_of_target_shares_sought: null current_calculated_gross_value_of_consideration: null summary: '554979212' description: Indicates a successful request. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. '404': description: Indicates that no merger info was found for the given transaction_id. /api/v1/merger/info/{transaction_id}/advisors/{advised_company_id}: get: operationId: merger_info_advisors_retrieve description: Get the advisor companies and their roles for the specified company in the specified merger/acquisition transaction. parameters: - in: path name: advised_company_id schema: type: integer required: true - in: path name: transaction_id schema: type: integer required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/AdvisorsResponse' examples: AdvisorsForCompanyInMergerExample: value: advisors: - advisor_company_id: 1062800 advisor_company_name: Goodwin Procter LLP advisor_type_name: Legal Advisor summary: 'transaction id: 554979212, company id: 251994106' description: Indicates a successful request. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/mergers/{company_id}: get: operationId: mergers_retrieve description: Get the merger/acquisition transactions for the specified company. parameters: - in: path name: company_id schema: type: integer required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/MergersResponse' examples: MergersForCompanyExample: value: target: - transaction_id: 8709303 merger_title: Closed M/A of S&P Global Inc. closed_date: '2006-02-28' - transaction_id: 25613276 merger_title: Closed M/A of S&P Global Inc. closed_date: '2007-07-31' buyer: - transaction_id: 307783118 merger_title: Closed M/A of SNL Financial LC closed_date: '2015-09-01' - transaction_id: 554979212 merger_title: Closed M/A of Kensho Technologies, Inc. closed_date: '2018-04-08' seller: - transaction_id: 2443407 merger_title: Effective M/A of McGraw-Hill Companies Inc., Lifetime Learning Assets closed_date: null - transaction_id: 4210932 merger_title: Closed M/A of Interactive Data Real Time Services, Inc. closed_date: '2003-02-28' summary: '21719' description: Indicates a successful request. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/price_chart/{trading_item_id}/{start_date}/{end_date}/{periodicity}/{adjusted}: get: operationId: Get Price Chart description: Get the candlestick price chart as a PNG image for a given trading item between start_date and end_date inclusive. parameters: - in: path name: adjusted schema: type: string pattern: ^(un)?adjusted$ required: true - in: path name: end_date schema: type: string pattern: ^([0-9]{4}-[0-9]{2}-[0-9]{2})|(?i:none)|(?i:null)$ required: true - in: path name: periodicity schema: type: string pattern: ^(?i:day)|(?i:week)|(?i:month)|(?i:year)|(?i:none)|(?i:null)$ required: true - in: path name: start_date schema: type: string pattern: ^([0-9]{4}-[0-9]{2}-[0-9]{2})|(?i:none)|(?i:null)$ required: true - in: path name: trading_item_id schema: type: integer required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: image/png: schema: type: string format: binary description: Returns a PNG image. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. '404': description: Indicates that the information was not found. /api/v1/pricing/{trading_item_id}/{start_date}/{end_date}/{periodicity}/{adjusted}: get: operationId: Get Stock Prices description: Get stock prices for a given trading_item_id and its associated currency between start_date and end_date inclusive, with latest available data being from the previous day, and the most recent price will always be the closing price from the day before. The returned prices include the open, close, high, low prices and volume. parameters: - in: path name: adjusted schema: type: string pattern: ^(un)?adjusted$ required: true - in: path name: end_date schema: type: string pattern: ^([0-9]{4}-[0-9]{2}-[0-9]{2})|(?i:none)|(?i:null)$ required: true - in: path name: periodicity schema: type: string pattern: ^(?i:day)|(?i:week)|(?i:month)|(?i:year)|(?i:none)|(?i:null)$ required: true - in: path name: start_date schema: type: string pattern: ^([0-9]{4}-[0-9]{2}-[0-9]{2})|(?i:none)|(?i:null)$ required: true - in: path name: trading_item_id schema: type: integer required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/PricesResponse' examples: GetPricesExample: value: currency: USD prices: - date: '2021-01-04T00:00:00.000' open: '133.520000' high: '133.611600' low: '126.760000' close: '129.410000' volume: '143301900' - date: '2021-01-05T00:00:00.000' open: '128.890000' high: '131.740000' low: '128.430000' close: '131.010000' volume: '97664900' summary: '2590360' description: Indicates a successful request. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/pricing/{trading_item_id}/metadata: get: operationId: Get Historical Metadata description: Get the historical metadata of the trading item id, such as currency, symbol, exchange_name, instrument_type, and first_trade_date. parameters: - in: path name: trading_item_id schema: type: integer required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/HistoryMetadataResponse' examples: HistoryMetadataExample: value: currency: USD symbol: AAPL exchange_name: NasdaqGS instrument_type: Equity first_trade_date: '1980-12-12' summary: '2590360' description: Indicates a successful request. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. '404': description: Indicates that history metadata was not found for the given trading_item_id. /api/v1/relationship/{company_id}/{relationship_type}: get: operationId: Get Companies by Business Relationships description: "Get the list of current and previous companies that are relationship_type OF company_id.\n\nReturns a\ \ dictionary of shape:\n{\n \"current\": List[{\"company_id\": , \"company_name\": }],\n\ \ \"previous\": List[{\"company_id\": , \"company_name\": }]\n}.\n\nExamples: get_companies_by_business_relationship(company_id:\ \ 1234, relationship_type: landlord) returns company 1234's landlords,\nand get_companies_by_business_relationship(company_id:\ \ 1234, relationship_type: tenant) returns company 1234's tenants.\nget_companies_by_business_relationship(company_id:\ \ 1234, relationship_type: supplier) returns company 1234's suppliers,\nand get_companies_by_business_relationship(company_id:\ \ 1234, relationship_type: distributor) returns company 1234's distributors." parameters: - in: path name: company_id schema: type: integer required: true - in: path name: relationship_type schema: type: string pattern: ^(?i:borrower)|(?i:client_services)|(?i:creditor)|(?i:customer)|(?i:distributor)|(?i:franchisee)|(?i:franchisor)|(?i:investor_relations_client)|(?i:investor_relations_firm)|(?i:landlord)|(?i:lessee)|(?i:lessor)|(?i:licensee)|(?i:licensor)|(?i:strategic_alliance)|(?i:supplier)|(?i:tenant)|(?i:transfer_agent)|(?i:transfer_agent_client)|(?i:vendor)$ required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/CompaniesRelationshipResponse' examples: GetCompaniesByBusinessRelationships: value: current: - company_id: 286180590 company_name: Barnes & Noble Education, Inc. previous: [] summary: 21719, Distributor description: Indicates a successful request. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/relationship/{company_id}/{relationship_type}/ticker: get: operationId: Get Tickers by Business Relationships description: 'Get the list of current and previous ticker identification triples that are relationship_type OF company_id. Returns a dictionary of shape {“current”: List[{“company_id”: , “security_id”: , “trading_item_id”: }], “previous”: List[{“company_id”: , “security_id”: , “trading_item_id”: }]}. Examples: get_tickers_by_business_relationship(company_id: 1234, relationship_type: landlord) returns company 1234''s landlords, and get_tickers_by_business_relationship(company_id: 1234, relationship_type: tenant) returns company 1234''s tenants. get_tickers_by_business_relationship(company_id: 1234, relationship_type: supplier) returns company 1234''s suppliers, and get_tickers_by_business_relationship(company_id: 1234, relationship_type: distributor) returns company 1234''s distributors.' parameters: - in: path name: company_id schema: type: integer required: true - in: path name: relationship_type schema: type: string pattern: ^(?i:borrower)|(?i:client_services)|(?i:creditor)|(?i:customer)|(?i:distributor)|(?i:franchisee)|(?i:franchisor)|(?i:investor_relations_client)|(?i:investor_relations_firm)|(?i:landlord)|(?i:lessee)|(?i:lessor)|(?i:licensee)|(?i:licensor)|(?i:strategic_alliance)|(?i:supplier)|(?i:tenant)|(?i:transfer_agent)|(?i:transfer_agent_client)|(?i:vendor)$ required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/TickerRelationshipResponse' examples: GetTickersByBusinessRelationships: value: current: - company_id: 883103 security_id: 20027635 trading_item_id: 46355579 previous: [] summary: 21719, Tenant description: Indicates a successful request. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/securities/{company_id}: get: operationId: Get Securities description: 'Get the list of securities for a given company_id. Returns a dictionary of shape {"securities": List[]}' parameters: - in: path name: company_id schema: type: integer required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/SecuritiesListResponse' examples: GetSecuritiesExample: value: securities: - 309323987 - 309323988 - 309328521 - 309328522 - 1763982503 - 1773481318 - 171381676 summary: '21719' description: Indicates a successful request. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. '404': description: Indicates that no securities were found for the given company_id. /api/v1/securities/{company_id}/primary: get: operationId: Get Primary Security description: 'Get the primary security for a given company_id. Returns a dictionary of shape {"primary_security": }' parameters: - in: path name: company_id schema: type: integer required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/PrimarySecurityResponse' examples: GetPrimarySecurityExample: value: primary_security: 2629107 summary: '21719' description: Indicates a successful request. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. '404': description: Indicates that no primary security was found for the given company_id. /api/v1/segments/: post: operationId: Get Segments description: "Get the templated segments of a given company_id for a given start_year, start_quarter, end_year and end_quarter.\n\ \nSegments can be filtered on the segment_type for 'business' for Line of Business Segments or 'geographic' for Geographic\ \ Segments.\n\nParameters:\ncompany_id (int, required): The company_id requested\nsegment_type (SegmentType): The\ \ segment type to filter on, either “business” or “geographic”. Defaults to “business”.\nperiod_type (PeriodType):\ \ The period_type requested for. Can be “annual”, “quarterly”, \"ytd\". Defaults to “annual” when start_quarter and\ \ end_quarter are None.\nstart_year (int): The starting year\nstart_quarter (int): The starting quarter\nend_year\ \ (int): The ending year\nend_quarter (int): The ending quarter\ncalendar_type (CalendarType): The type of calendar\ \ lookup to use, either \"fiscal\" or \"calendar\". Defaults to \"fiscal\".\nnum_periods (int): Instead of using absolute\ \ time lookup, you can look up segments by time relative to now. Defaults to 5 if no other time parameters are present.\n\ num_periods_back (int): Instead of using absolute time lookup, you can look up segments by time relative to now. Defaults\ \ to 0.\n\nReturns:\n dict: A nested dictionary where the first-level keys are \"results\" and \"errors\".\n \ \ Within \"results\", there is one key per company ID, with a metadata value \"currency\" under that, and \"periods\"\ \n Within the \"periods\" dictionary,\n - The first-level keys are strings representing the time period of either\ \ calendar years or quarters (e.g., 'FY2024' for a fiscal year, or 'FY2024Q1', 'FY2024Q2' for fiscal quarters).\n\ \ - Each period contains 'period_end_date', 'num_months', and a 'segments' array.\n - Each segment in the array\ \ has a 'name' (either line of business segment names specific to a company's organization or geographic segment like\ \ 'Asia', 'United States', 'Rest of World') and 'line_items' array.\n - Each line item in the array contains 'name'\ \ (e.g., 'Revenue', 'Operating Income') and 'value' fields." requestBody: content: application/json: schema: $ref: '#/components/schemas/SegmentsRequest' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/SegmentsRequest' multipart/form-data: schema: $ref: '#/components/schemas/SegmentsRequest' required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/SegmentsResponse' examples: SegmentsExample: value: results: '21719': currency: USD periods: CY2024Q1: period_end_date: '2024-03-31' num_months: 3 segments: - name: Commodity Insights line_items: - name: Operating Income value: 263000000 - name: Revenue value: 559000000 - name: Corporate line_items: - name: Operating Income value: -35000000 - name: Indices line_items: - name: Operating Income value: 283000000 - name: Revenue value: 387000000 - name: Intersegment Elimination line_items: - name: Revenue value: -45000000 - name: Market Intelligence line_items: - name: Operating Income value: 374000000 - name: Revenue value: 1142000000 - name: Mobility line_items: - name: Operating Income value: 147000000 - name: Revenue value: 386000000 - name: Ratings line_items: - name: Operating Income value: 688000000 - name: Revenue value: 1062000000 CY2024Q2: period_end_date: '2024-06-30' num_months: 3 segments: - name: Commodity Insights line_items: - name: Operating Income value: 245000000 - name: Revenue value: 516000000 - name: Corporate line_items: - name: Operating Income value: -38000000 - name: Indices line_items: - name: Operating Income value: 275000000 - name: Revenue value: 389000000 - name: Intersegment Elimination line_items: - name: Revenue value: -46000000 - name: Market Intelligence line_items: - name: Operating Income value: 379000000 - name: Revenue value: 1155000000 - name: Mobility line_items: - name: Operating Income value: 164000000 - name: Revenue value: 400000000 - name: Ratings line_items: - name: Operating Income value: 747000000 - name: Revenue value: 1135000000 errors: {} summary: 21719, business, quarterly description: Indicates a successful request. '400': description: Indicates that the input parameters are invalid. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/segments/{company_id}/{segment_type}/{period_type}/{start_year}/{end_year}/{start_quarter}/{end_quarter}: get: operationId: Get Segments_2 description: "Get the templated segments of a given company_id for a given start_year, start_quarter, end_year and end_quarter.\n\ \nSegments can be filtered on the segment_type for 'business' for Line of Business Segments or 'geographic' for Geographic\ \ Segments.\n\nParameters:\ncompany_id (int, required): The company_id requested\nsegment_type (SegmentType): The\ \ segment type to filter on, either “business” or “geographic”. Defaults to “business”.\nperiod_type (PeriodType):\ \ The period_type requested for. Can be “annual”, “quarterly”, \"ytd\". Defaults to “annual” when start_quarter and\ \ end_quarter are None.\nstart_year (int): The starting calendar year\nstart_quarter (int): The starting calendar\ \ quarter\nend_year (int): The ending calendar year\nend_quarter (int): The ending calendar quarter\n\nReturns:\n\ \ dict: A nested dictionary where the first-level keys are \"calendar_type\" and \"segments\".\n Within the\ \ \"segments\" dictionary,\n - The first-level keys are strings representing the time period of either calendar\ \ years or quarters (e.g., '2024' for a year, or '2024Q1', '2024Q2' for quarters).\n - The second-level keys are\ \ the segment names, either line of business segment names specific to a company's organization or geographic segment\ \ (e.g., 'Asia', 'United States', 'Rest of World').\n - Each segment contains the value of the line item (e.g.,\ \ 'Revenue', 'Operating Income')\n\n An example response:\n {\n \"calendar_type\": \"CALENDAR\",\n \ \ \"currency\": \"USD\",\n \"segments\": {\n \"2024Q1\": {\n \"Commodity Insights\"\ : {\n \"Operating Income\": 263000000.0,\n \"Revenue\": 559000000.0\n \ \ },\n \"Corporate\": {\n \"Operating Income\": -35000000.0\n \ \ },\n },\n \"2024Q2\": {\n \"Commodity Insights\": {\n \ \ \"Operating Income\": 245000000.0,\n \"Revenue\": 516000000.0\n },\n \ \ \"Corporate\": {\n \"Operating Income\": -38000000.0\n },\n \ \ }\n }..." parameters: - in: path name: company_id schema: type: integer required: true - in: path name: end_quarter schema: type: string pattern: ^([1-4])|(?i:none)|(?i:null)$ required: true - in: path name: end_year schema: type: string pattern: ^([0-9]{4})|(?i:none)|(?i:null)$ required: true - in: path name: period_type schema: type: string pattern: ^(?i:annual)|(?i:quarterly)|(?i:ytd)|(?i:ltm)|(?i:none)|(?i:null)$ required: true - in: path name: segment_type schema: type: string pattern: ^(?i:business)|(?i:geographic)$ required: true - in: path name: start_quarter schema: type: string pattern: ^([1-4])|(?i:none)|(?i:null)$ required: true - in: path name: start_year schema: type: string pattern: ^([0-9]{4})|(?i:none)|(?i:null)$ required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/SegmentsResponse' examples: SegmentsExample: value: calendar_type: CALENDAR currency: USD segments: 2024Q1: Commodity Insights: Operating Income: 263000000 Revenue: 559000000 Corporate: Operating Income: -35000000 Indices: Operating Income: 283000000 Revenue: 387000000 Intersegment Elimination: Revenue: -45000000 Market Intelligence: Operating Income: 374000000 Revenue: 1142000000 Mobility: Operating Income: 147000000 Revenue: 386000000 Ratings: Operating Income: 688000000 Revenue: 1062000000 2024Q2: Commodity Insights: Operating Income: 245000000 Revenue: 516000000 Corporate: Operating Income: -38000000 summary: 21719, business, quarterly description: Indicates a successful request. '400': description: Indicates that the input parameters are invalid. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/statements/: post: operationId: Get Financial Statement description: 'Get a financial statement, such as a balance sheet, income statement, or cashflow statement for a given company_id. For a public company, the annual period_type returns annual calendar year values. For a private company, the annual period_type returns annual fiscal year values.' requestBody: content: application/json: schema: $ref: '#/components/schemas/FinancialStatementRequest' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/FinancialStatementRequest' multipart/form-data: schema: $ref: '#/components/schemas/FinancialStatementRequest' required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/FinancialStatementResponse' examples: IncomeStatementExample: value: results: '24937': currency: USD periods: FY2023: period_end_date: '2023-09-30' num_months: 12 statements: - name: Income Statement line_items: - name: Revenues value: '383285000000.000000' - name: Total Revenues value: '383285000000.000000' - name: Cost Of Revenues value: '214137000000.000000' - name: Cost of Goods Sold, Total value: '214137000000.000000' - name: Gross Profit value: '169148000000.000000' - name: Selling General & Admin Expenses (Summary Subtotal) value: '24932000000.000000' - name: Selling General & Admin Expenses, Total value: '24932000000.000000' - name: R&D Expenses value: '29915000000.000000' - name: Other Operating Expenses, Total value: '54847000000.000000' - name: Operating Income value: '114301000000.000000' - name: Other Non Operating Expenses, Total value: '-565000000.000000' - name: Other Non Operating Income (Expenses) value: '-565000000.000000' - name: EBT, Excl. Unusual Items value: '113736000000.000000' - name: EBT, Incl. Unusual Items value: '113736000000.000000' - name: Income Tax Expense value: '16741000000.000000' - name: Earnings From Continuing Operations value: '96995000000.000000' - name: Net Income to Company value: '96995000000.000000' - name: Net Income - (IS) value: '96995000000.000000' - name: Net Income to Common Incl Extra Items value: '96995000000.000000' - name: Net Income to Common Excl. Extra Items value: '96995000000.000000' '1861276': currency: SEK periods: PED2023-08-31: period_end_date: '2023-08-31' num_months: 12 statements: - name: Income Statement line_items: - name: Revenues value: '34550436000.000000' - name: Other Revenues, Total value: '118932000.000000' - name: Total Revenues value: '34669368000.000000' - name: Cost of Goods Sold, Total value: '11526445000.000000' - name: Gross Profit value: '23142923000.000000' - name: Selling General & Admin Expenses, Total value: '7228026000.000000' - name: Depreciation & Amortization - (IS) value: '976888000.000000' - name: Other Operating Expenses value: '14427229000.000000' - name: Other Operating Expenses, Total value: '22632143000.000000' - name: Operating Income value: '510780000.000000' - name: Interest Expense, Total value: '-200817000.000000' - name: Interest And Investment Income value: '1475000.000000' - name: Net Interest Expenses value: '-199342000.000000' - name: Other Non Operating Expenses, Total value: '69466000.000000' - name: Income (Loss) On Equity Invest. value: '83747000.000000' - name: Other Non Operating Income (Expenses) value: '-14281000.000000' - name: EBT, Excl. Unusual Items value: '380904000.000000' - name: EBT, Incl. Unusual Items value: '380904000.000000' - name: Income Tax Expense value: '94020000.000000' - name: Earnings From Continuing Operations value: '286884000.000000' - name: Extraordinary Item & Accounting Change value: '-31544000.000000' - name: Net Income to Company value: '255340000.000000' - name: Net Income - (IS) value: '255340000.000000' errors: {} summary: 24937, 1861276 description: Indicates a successful request. '400': description: Indicates that the input parameters are invalid. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/statements/{company_id}/{statement_type}/{period_type}/{start_year}/{end_year}/{start_quarter}/{end_quarter}: get: operationId: Get Financial Statement_2 description: 'Get a financial statement, such as a balance sheet, income statement, or cashflow statement for a given company_id. For a public company, the annual period_type returns annual calendar year values. For a private company, the annual period_type returns annual fiscal year values.' parameters: - in: path name: company_id schema: type: integer required: true - in: path name: end_quarter schema: type: string pattern: ^([1-4])|(?i:none)|(?i:null)$ required: true - in: path name: end_year schema: type: string pattern: ^([0-9]{4})|(?i:none)|(?i:null)$ required: true - in: path name: period_type schema: type: string pattern: ^(?i:annual)|(?i:quarterly)|(?i:ytd)|(?i:ltm)|(?i:none)|(?i:null)$ required: true - in: path name: start_quarter schema: type: string pattern: ^([1-4])|(?i:none)|(?i:null)$ required: true - in: path name: start_year schema: type: string pattern: ^([0-9]{4})|(?i:none)|(?i:null)$ required: true - in: path name: statement_type schema: type: string pattern: ^(?i:balance_sheet)|(?i:cash_flow)|(?i:income_statement)|(?i:bs)|(?i:cashflow)|(?i:cf)|(?i:income_stmt)|(?i:is)$ required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/FinancialStatementResponse' examples: IncomeStatementExample: value: calendar_type: CALENDAR currency: USD statements: '2023': Revenues: '383285000000.000000' Total Revenues: '383285000000.000000' Cost Of Revenues: '214137000000.000000' Cost of Goods Sold, Total: '214137000000.000000' Gross Profit: '169148000000.000000' Selling General & Admin Expenses (Summary Subtotal): '24932000000.000000' Selling General & Admin Expenses, Total: '24932000000.000000' R&D Expenses: '29915000000.000000' Other Operating Expenses, Total: '54847000000.000000' Operating Income: '114301000000.000000' Interest Expense, Total: '-3933000000.000000' Interest And Investment Income: '3750000000.000000' Net Interest Expenses: '-183000000.000000' Other Non Operating Expenses, Total: '-382000000.000000' Other Non Operating Income (Expenses): '-382000000.000000' EBT, Excl. Unusual Items: '113736000000.000000' EBT, Incl. Unusual Items: '113736000000.000000' Income Tax Expense: '16741000000.000000' Earnings From Continuing Operations: '96995000000.000000' Net Income to Company: '96995000000.000000' Net Income - (IS): '96995000000.000000' Net Income to Common Incl Extra Items: '96995000000.000000' Net Income to Common Excl. Extra Items: '96995000000.000000' summary: '24937' description: Indicates a successful request. '400': description: Indicates that the input parameters are invalid. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/ticker_groups/exchange/{exchange_code}: get: operationId: Get Tickers By Exchange Code description: Get the list of tickers that are traded on exchange_code parameters: - in: path name: exchange_code schema: type: string required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/TickerListResponse' examples: GetTickersByExchangeCodeExample: value: tickers: - trading_item_id: 132508034 security_id: 132508033 company_id: 114823784 - trading_item_id: 2662349 security_id: 10437084 company_id: 177500 - trading_item_id: 1883856126 security_id: 1883856125 company_id: 1883415892 - trading_item_id: 574416192 security_id: 571650016 company_id: 280899653 summary: NYSE description: Indicates a successful request. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/ticker_groups/filters/geo/{iso_code}/{state}/simple/{simple_industry}/exchange/{exchange_code}: get: operationId: Get Tickers By Combined Filters description: 'Get the list of tickers that are traded on the provided filters: iso_code, state, exchange_code, and simple_industry.' parameters: - in: path name: exchange_code schema: type: string required: true - in: path name: iso_code schema: type: string pattern: ^(?i:[A-Z]{2,3})|(?i:none)|(?i:null)$ required: true - in: path name: simple_industry schema: type: string pattern: ^(?i:aerospace_and_defense)|(?i:air_freight_and_logistics)|(?i:automobile_components)|(?i:automobiles)|(?i:banks)|(?i:beverages)|(?i:biotechnology)|(?i:broadline_retail)|(?i:building_products)|(?i:capital_markets)|(?i:chemicals)|(?i:commercial_services_and_supplies)|(?i:communications_equipment)|(?i:construction_and_engineering)|(?i:construction_materials)|(?i:consumer_finance)|(?i:consumer_staples_distribution_and_retail)|(?i:containers_and_packaging)|(?i:distributors)|(?i:diversified_consumer_services)|(?i:diversified_reits)|(?i:diversified_telecommunication_services)|(?i:electric_utilities)|(?i:electrical_equipment)|(?i:electronic_equipment_instruments_and_components)|(?i:energy_equipment_and_services)|(?i:entertainment)|(?i:financial_services)|(?i:food_products)|(?i:gas_utilities)|(?i:ground_transportation)|(?i:health_care_equipment_and_supplies)|(?i:health_care_providers_and_services)|(?i:health_care_reits)|(?i:health_care_technology)|(?i:hotel_and_resort_reits)|(?i:hotels_restaurants_and_leisure)|(?i:household_durables)|(?i:household_products)|(?i:independent_power_and_renewable_electricity_producers)|(?i:industrial_conglomerates)|(?i:industrial_reits)|(?i:insurance)|(?i:interactive_media_and_services)|(?i:it_services)|(?i:leisure_products)|(?i:life_sciences_tools_and_services)|(?i:machinery)|(?i:marine_transportation)|(?i:media)|(?i:metals_and_mining)|(?i:mortgage_real_estate_investment_trusts)|(?i:multi_utilities)|(?i:office_reits)|(?i:oil_gas_and_consumable_fuels)|(?i:paper_and_forest_products)|(?i:passenger_airlines)|(?i:personal_care_products)|(?i:pharmaceuticals)|(?i:professional_services)|(?i:real_estate_management_and_development)|(?i:residential_reits)|(?i:retail_reits)|(?i:semiconductors_and_semiconductor_equipment)|(?i:software)|(?i:specialized_reits)|(?i:specialty_retail)|(?i:technology_hardware_storage_and_peripherals)|(?i:textiles_apparel_and_luxury_goods)|(?i:tobacco)|(?i:trading_companies_and_distributors)|(?i:transportation_infrastructure)|(?i:water_utilities)|(?i:wireless_telecommunication_services)|(?i:none)|(?i:null)$ required: true - in: path name: state schema: type: string pattern: ^(?i:[A-Z]{2,3})|(?i:none)|(?i:null)$ required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/TickerListResponse' examples: GetTickersByCombinedFilters: value: tickers: - trading_item_id: 262048466 security_id: 261095527 company_id: 23245928 - trading_item_id: 145857123 security_id: 145857122 company_id: 2829085 - trading_item_id: 713517283 security_id: 707518924 company_id: 697299161 - trading_item_id: 260217790 security_id: 257175623 company_id: 24734352 summary: 'Filters: USA, CA, Software, NYSE' description: Indicates a successful request. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/ticker_groups/geo/country/{iso_code}: get: operationId: Get Tickers By Location description: "Get the list of tickers based in a location with filters iso_code and state.\n\nParameters:\n iso_code\ \ (string, required): The ISO 3166-1 alpha-2 or alpha-3 code representing the country. This should be a two or three\ \ letter code conforming to the ISO 3166-1 standard. Example: \"US\" or \"USA\" for the United States, \"FR\" or \"\ FRA\" for France, \"IN\" or \"IND\" for India.\n state (string, optional): The ISO 3166-2 subdivision code representing\ \ a state, province, or region within the specified country. This code identifies the subdivision without repeating\ \ the country code. Example: \"CA\" for California, \"MH\" for Maharashtra." parameters: - in: path name: iso_code schema: type: string pattern: ^(?i:[A-Z]{2,3})$ required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/TickerListResponse' examples: GetTickersByLocationExample: value: tickers: - trading_item_id: 233327368 security_id: 233327367 company_id: 228031162 - trading_item_id: 301163212 security_id: 293377329 company_id: 293377323 - trading_item_id: 58277776 security_id: 58277756 company_id: 58275287 summary: Country GB description: Indicates a successful request. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/ticker_groups/geo/country/{iso_code}/{state}: get: operationId: Get Tickers By Location_2 description: "Get the list of tickers based in a location with filters iso_code and state.\n\nParameters:\n iso_code\ \ (string, required): The ISO 3166-1 alpha-2 or alpha-3 code representing the country. This should be a two or three\ \ letter code conforming to the ISO 3166-1 standard. Example: \"US\" or \"USA\" for the United States, \"FR\" or \"\ FRA\" for France, \"IN\" or \"IND\" for India.\n state (string, optional): The ISO 3166-2 subdivision code representing\ \ a state, province, or region within the specified country. This code identifies the subdivision without repeating\ \ the country code. Example: \"CA\" for California, \"MH\" for Maharashtra." parameters: - in: path name: iso_code schema: type: string pattern: ^(?i:[A-Z]{2,3})$ required: true - in: path name: state schema: type: string pattern: ^(?i:[A-Z]{2,3})$ required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/TickerListResponse' examples: GetTickersByLocationExample: value: tickers: - trading_item_id: 233327368 security_id: 233327367 company_id: 228031162 - trading_item_id: 301163212 security_id: 293377329 company_id: 293377323 - trading_item_id: 58277776 security_id: 58277756 company_id: 58275287 summary: Country GB description: Indicates a successful request. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/ticker_groups/industry/{industry_classification}/{industry_code}: get: operationId: Get Tickers By Industry Code description: Get the list of tickers and their associated identification triple that are in the given industry_classification and industry_code parameters: - in: path name: industry_classification schema: type: string pattern: ^(?i:ANZSIC)|(?i:NACE)|(?i:NAICS)|(?i:SIC)|(?i:SPCAPIQETF)|(?i:SPRATINGS)$ required: true - in: path name: industry_code schema: type: string pattern: ^[a-zA-Z0-9]{1,12}$ required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/TickerListResponse' examples: GetTickersByIndustryCodeExample: value: tickers: - trading_item_id: 427081189 security_id: 409602332 company_id: 328417257 - trading_item_id: 52290039 security_id: 52290038 company_id: 3068670 - trading_item_id: 52481038 security_id: 52481034 company_id: 50989580 - trading_item_id: 686718151 security_id: 685658461 company_id: 288600722 summary: SIC, 6141 description: Indicates a successful request. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/ticker_groups/industry/gics/{gics_code}: get: operationId: Get Tickers By GICS Code description: 'Get the list of tickers that are classified in the gics_code. Returns a dictionary of shape {"tickers": List[{“company_id”: , “security_id”: , “trading_item_id”: }]}. The gics_code can be either a 2-digit Sector code, 4-digit Industry Group code, 6-digit Industry code, or 8-digit Sub-industry code.' parameters: - in: path name: gics_code schema: type: string pattern: ^([0-9]{2}|[0-9]{4}|[0-9]{6}|[0-9]{8})$ required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/TickerListResponse' examples: GetTickersByGICSCodeExample: value: tickers: - trading_item_id: 61701841 security_id: 36269110 company_id: 4439094 - trading_item_id: 107583526 security_id: 107583525 company_id: 107583521 - trading_item_id: 52480461 security_id: 52480460 company_id: 9306226 summary: '25301010' description: Indicates a successful request. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/ticker_groups/industry/simple/{simple_industry}: get: operationId: Get Tickers By Simple Industry description: Get the list of tickers and their associated identification triple that are in the given simple_industry parameters: - in: path name: simple_industry schema: type: string pattern: ^(?i:aerospace_and_defense)|(?i:air_freight_and_logistics)|(?i:automobile_components)|(?i:automobiles)|(?i:banks)|(?i:beverages)|(?i:biotechnology)|(?i:broadline_retail)|(?i:building_products)|(?i:capital_markets)|(?i:chemicals)|(?i:commercial_services_and_supplies)|(?i:communications_equipment)|(?i:construction_and_engineering)|(?i:construction_materials)|(?i:consumer_finance)|(?i:consumer_staples_distribution_and_retail)|(?i:containers_and_packaging)|(?i:distributors)|(?i:diversified_consumer_services)|(?i:diversified_reits)|(?i:diversified_telecommunication_services)|(?i:electric_utilities)|(?i:electrical_equipment)|(?i:electronic_equipment_instruments_and_components)|(?i:energy_equipment_and_services)|(?i:entertainment)|(?i:financial_services)|(?i:food_products)|(?i:gas_utilities)|(?i:ground_transportation)|(?i:health_care_equipment_and_supplies)|(?i:health_care_providers_and_services)|(?i:health_care_reits)|(?i:health_care_technology)|(?i:hotel_and_resort_reits)|(?i:hotels_restaurants_and_leisure)|(?i:household_durables)|(?i:household_products)|(?i:independent_power_and_renewable_electricity_producers)|(?i:industrial_conglomerates)|(?i:industrial_reits)|(?i:insurance)|(?i:interactive_media_and_services)|(?i:it_services)|(?i:leisure_products)|(?i:life_sciences_tools_and_services)|(?i:machinery)|(?i:marine_transportation)|(?i:media)|(?i:metals_and_mining)|(?i:mortgage_real_estate_investment_trusts)|(?i:multi_utilities)|(?i:office_reits)|(?i:oil_gas_and_consumable_fuels)|(?i:paper_and_forest_products)|(?i:passenger_airlines)|(?i:personal_care_products)|(?i:pharmaceuticals)|(?i:professional_services)|(?i:real_estate_management_and_development)|(?i:residential_reits)|(?i:retail_reits)|(?i:semiconductors_and_semiconductor_equipment)|(?i:software)|(?i:specialized_reits)|(?i:specialty_retail)|(?i:technology_hardware_storage_and_peripherals)|(?i:textiles_apparel_and_luxury_goods)|(?i:tobacco)|(?i:trading_companies_and_distributors)|(?i:transportation_infrastructure)|(?i:water_utilities)|(?i:wireless_telecommunication_services)$ required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/TickerListResponse' examples: GetTickersBySimpleIndustryExample: value: tickers: - trading_item_id: 423272815 security_id: 423272814 company_id: 424014311 - trading_item_id: 270596144 security_id: 270596143 company_id: 170181191 - trading_item_id: 272020044 security_id: 262353066 company_id: 262353065 - trading_item_id: 1683439370 security_id: 288098748 company_id: 288098747 summary: aerospace_and_defense description: Indicates a successful request. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/trading_item_groups/exchange/{exchange_code}: get: operationId: Get Trading Items By Exchange Code description: Get the list of trading items that are traded on an exchange via exchange_code parameters: - in: path name: exchange_code schema: type: string required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/TradingItemListResponse' examples: GetTradingItemsByExchangeCodeExample: value: trading_items: - 377792098 - 717416858 - 574417220 - 1676244760 - 2642515 - 1758738960 - 1889641821 - 116446381 - 607035788 summary: NASDAQ description: Indicates a successful request. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/trading_items/{security_id}: get: operationId: Get Trading Items description: 'Get the list of trading items for a given security_id. Returns a dictionary of shape {"trading_items": List[]}' parameters: - in: path name: security_id schema: type: integer required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/TradingItemListResponse' examples: GetTradingItemsExample: value: trading_items: - 261650546 - 20241713 - 20241714 - 32517177 - 6163311 - 419702702 - 27568602 - 267867699 summary: '20231631' description: Indicates a successful request. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. '404': description: Indicates that no trading items were found for the given security_id. /api/v1/trading_items/{security_id}/primary: get: operationId: Get Primary Trading Item description: 'Get the primary trading item for a given security_id. Returns a dictionary of shape {"primary_trading_item": }' parameters: - in: path name: security_id schema: type: integer required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/PrimaryTradingItemResponse' examples: GetPrimaryTradingItemExample: value: primary_trading_item: 2610695 summary: '2610694' description: Indicates a successful request. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. '404': description: Indicates that no primary trading item was found for the given security_id. /api/v1/transcript/{key_dev_id}: get: operationId: Get Transcript description: 'Get the transcript for a given key_dev_id The transcript is a list of components comprising component_type, person_name, and text' parameters: - in: path name: key_dev_id schema: type: integer required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/TranscriptResponse' examples: TranscriptExample: value: transcript: - component_type: Presentation Operator Message person_name: Operator text: Good morning, and welcome to S&P Global's Fourth Quarter and Full Year 2024 Earnings Conference Call. I'd like to inform you that this call is being recorded for broadcast. [Operator Instructions] To access the webcast and slides, go to investor.spglobal.com. [Operator Instructions] I would now like to introduce Mr. Mark Grant, Senior Vice President of Investor Relations for S&P Global. Sir, you may begin. summary: '1916266380' description: Indicates a successful request. '400': description: Indicates that request parameters are invalid. '403': description: Indicates that the authorization information is missing or invalid. '404': description: Indicates that no transcript was found for the given key_dev_id. /api/v1/transcript/{key_dev_id}/raw: get: operationId: Get Raw Transcript description: 'Get the raw transcript for a given key_dev_id The raw transcript is a single string that indicates speakers by prepending `[speaker]:` to the transcript of the speaker''s speech' parameters: - in: path name: key_dev_id schema: type: integer required: true security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/RawTranscriptResponse' examples: RawTranscriptExample: value: transcript: 'Operator: Good morning, and welcome to S&P Global''s Fourth Quarter and Full Year 2024 Earnings Conference Call. I''d like to inform you that this call is being recorded for broadcast. [Operator Instructions] To access the webcast and slides, go to investor.spglobal.com. [Operator Instructions] I would now like to introduce Mr. Mark Grant, Senior Vice President of Investor Relations for S&P Global. Sir, you may begin. Mark Grant: Good morning, and thank you for joining today''s S&P Global Fourth Quarter and Full Year 2024 Earnings Call. Presenting on today''s call …' summary: '1916266380' description: Indicates a successful request. '400': description: Indicates that request parameters are invalid. '403': description: Indicates that the authorization information is missing or invalid. '404': description: Indicates that no transcript was found for the given key_dev_id. /api/v1/users/permissions: get: operationId: users_permissions_retrieve description: Return a list of all permissions that the request user has. security: - cookieAuth: [] - Kensho_JWT_Auth: [] responses: '200': content: application/json: schema: $ref: '#/components/schemas/PermissionsResponse' description: Indicates a successful request. '403': description: Indicates that the authorization information is missing or invalid. /api/v1/users/refresh_access_token: get: operationId: Refresh Access Token description: Refresh a client's access token, given their valid refresh token. responses: '200': content: application/json: schema: $ref: '#/components/schemas/AccessToken' examples: RefreshAccessTokenExample: value: access_token: summary: send a refresh token, get an access token description: Indicates a successful request. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. post: operationId: Refresh Access Token_2 description: Refresh a client's access token, given their valid refresh token. requestBody: content: application/json: schema: $ref: '#/components/schemas/RefreshToken' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/RefreshToken' multipart/form-data: schema: $ref: '#/components/schemas/RefreshToken' required: true responses: '200': content: application/json: schema: $ref: '#/components/schemas/AccessToken' examples: RefreshAccessTokenExample: value: access_token: summary: send a refresh token, get an access token description: Indicates a successful request. '400': description: Indicates that the query is invalid. '403': description: Indicates that the authorization information is missing or invalid. components: schemas: AccessToken: type: object properties: access_token: type: string required: - access_token AdvisorResponse: type: object description: Advisor response with fee information added to original fields. properties: advisor_company_id: type: integer advisor_company_name: type: string advisor_type_name: type: string is_lead: type: boolean nullable: true description: Whether this is a lead advisor advisor_fee_amount: type: string format: decimal pattern: ^-?\d{0,16}(?:\.\d{0,4})?$ nullable: true description: Advisor fee amount advisor_fee_currency: type: string nullable: true description: Currency of the advisor fee (ISO-4217 code) required: - advisor_company_id - advisor_company_name - advisor_type_name AdvisorsResponse: type: object properties: advisors: type: array items: $ref: '#/components/schemas/AdvisorResponse' required: - advisors AnalystRecommendations: type: object properties: effective_date: type: string format: date nullable: true estimates: type: array items: $ref: '#/components/schemas/AnalystRecommendationsItem' required: - effective_date - estimates AnalystRecommendationsItem: type: object properties: name: type: string value: type: string format: decimal pattern: ^-?\d{0,22}(?:\.\d{0,6})?$ nullable: true required: - name - value AnalystRecommendationsResponse: type: object properties: results: type: object additionalProperties: $ref: '#/components/schemas/AnalystRecommendations' errors: type: object additionalProperties: type: string title: error required: - errors - results Annual: type: object properties: latest_year: type: integer required: - latest_year AuditorEntry: type: object properties: auditor_company_id: type: string auditor_name: type: string required: - auditor_company_id - auditor_name AuditorRequest: type: object description: Request fields for post_financial_auditors properties: company_id: type: integer start_year: type: integer maximum: 9999 minimum: 1000 nullable: true end_year: type: integer maximum: 9999 minimum: 1000 nullable: true calendar_type: nullable: true oneOf: - $ref: '#/components/schemas/CalendarTypeEnum' - $ref: '#/components/schemas/NullEnum' required: - company_id AuditorResponse: type: object properties: results: type: object additionalProperties: type: object additionalProperties: type: array items: $ref: '#/components/schemas/AuditorEntry' errors: type: object additionalProperties: type: string title: error required: - errors - results CIQProKey: type: object properties: company_id: type: integer ciqpro_key: type: integer required: - ciqpro_key - company_id CIQProKeys: type: object properties: results: type: array items: $ref: '#/components/schemas/CIQProKey' required: - results CalendarTypeEnum: enum: - fiscal - calendar type: string description: '* `fiscal` - fiscal * `calendar` - calendar' CompaniesRelationshipResponse: type: object description: Response fields for get_relationships properties: current: type: array items: $ref: '#/components/schemas/CompanyResponse' previous: type: array items: $ref: '#/components/schemas/CompanyResponse' required: - current - previous CompanyDescriptionsResponse: type: object properties: summary: type: string description: type: string required: - description - summary CompanyInfoResponse: type: object description: Response fields for get_company_info properties: name: type: string status: type: string type: type: string simple_industry: type: string number_of_employees: type: string format: decimal pattern: ^-?\d{0,15}(?:\.\d{0,4})?$ founding_date: type: string format: date webpage: type: string address: type: string city: type: string zip_code: type: string state: type: string country: type: string iso_country: type: string required: - address - city - country - founding_date - iso_country - name - number_of_employees - simple_industry - state - status - type - webpage - zip_code CompanyListResponse: type: object description: Response fields for get_companies_by_location, get_companies_by_simple_industry, get_companies_by_industry_code, get_companies_by_gics_code properties: companies: type: array items: type: integer title: company_id required: - companies CompanyNativeNameResponse: type: object properties: name: type: string language: type: string required: - language - name CompanyOtherNamesResponse: type: object properties: alternate_names: type: array items: type: string title: alternate_name historical_names: type: array items: type: string title: historical_name native_names: type: array items: $ref: '#/components/schemas/CompanyNativeNameResponse' required: - alternate_names - historical_names - native_names CompanyResponse: type: object properties: company_id: type: integer company_name: type: string required: - company_id - company_name Competitors: type: object description: Response fields for get_competitors_by_company properties: competitors: type: array items: $ref: '#/components/schemas/CompanyResponse' required: - competitors ConsensusTargetPrice: type: object properties: currency: type: string nullable: true effective_date: type: string format: date nullable: true estimates: type: array items: $ref: '#/components/schemas/ConsensusTargetPriceItem' required: - currency - effective_date - estimates ConsensusTargetPriceItem: type: object properties: name: type: string value: type: string format: decimal pattern: ^-?\d{0,22}(?:\.\d{0,6})?$ nullable: true required: - name - value ConsensusTargetPriceResponse: type: object properties: results: type: object additionalProperties: $ref: '#/components/schemas/ConsensusTargetPrice' errors: type: object additionalProperties: type: string title: error required: - errors - results CusipResponse: type: object description: Response fields for get_cusip properties: cusip: type: string required: - cusip EarningsDatesResponse: type: object description: Response fields for get_earnings_dates properties: earnings: type: array items: {} required: - earnings EarningsEntry: type: object description: Serializer for individual earnings entries. properties: name: type: string maxLength: 255 key_dev_id: type: integer datetime: type: string format: date-time required: - datetime - key_dev_id - name EarningsResponse: type: object description: Response fields for get_earnings. properties: earnings: type: array items: $ref: '#/components/schemas/EarningsEntry' required: - earnings EndQuarterEnum: enum: - 1 - 2 - 3 - 4 type: integer description: '* `1` - 1 * `2` - 2 * `3` - 3 * `4` - 4' EstimateTypeEnum: enum: - consensus - guidance type: string description: '* `consensus` - consensus * `guidance` - guidance' EstimatesItemResponse: type: object properties: estimate_type: $ref: '#/components/schemas/EstimateTypeEnum' currency: type: string nullable: true period_type: type: string nullable: true periods: type: object additionalProperties: $ref: '#/components/schemas/EstimatesPeriod' required: - currency - period_type - periods EstimatesLineItem: type: object properties: name: type: string value: type: string format: decimal pattern: ^-?\d{0,22}(?:\.\d{0,6})?$ nullable: true required: - name - value EstimatesPeriod: type: object properties: period_end_date: type: string format: date estimates: type: array items: $ref: '#/components/schemas/EstimatesLineItem' required: - estimates - period_end_date EstimatesRequest: type: object description: Request fields for get_estimates properties: company_id: type: integer estimate_type: nullable: true default: consensus oneOf: - $ref: '#/components/schemas/EstimateTypeEnum' - $ref: '#/components/schemas/NullEnum' period_type: nullable: true default: quarterly oneOf: - $ref: '#/components/schemas/EstimatesRequestPeriodTypeEnum' - $ref: '#/components/schemas/NullEnum' fiscal_start_year: type: integer maximum: 9999 minimum: 1000 nullable: true fiscal_end_year: type: integer maximum: 9999 minimum: 1000 nullable: true fiscal_start_quarter: nullable: true oneOf: - $ref: '#/components/schemas/FiscalStartQuarterEnum' - $ref: '#/components/schemas/NullEnum' fiscal_end_quarter: nullable: true oneOf: - $ref: '#/components/schemas/FiscalEndQuarterEnum' - $ref: '#/components/schemas/NullEnum' num_periods_forward: type: integer maximum: 99 minimum: 0 nullable: true num_periods_backward: type: integer maximum: 99 minimum: 0 nullable: true required: - company_id EstimatesRequestPeriodTypeEnum: enum: - annual - quarterly - semi_annual type: string description: '* `annual` - annual * `quarterly` - quarterly * `semi_annual` - semi_annual' EstimatesResponse: type: object properties: results: type: object additionalProperties: $ref: '#/components/schemas/EstimatesItemResponse' errors: type: object additionalProperties: type: string title: error required: - errors - results FinancialItemCurrencyResponse: type: object properties: currency: type: string nullable: true periods: type: object additionalProperties: $ref: '#/components/schemas/Period' required: - currency - periods FinancialItemRequest: type: object description: Request fields for get_financial_item properties: line_item: $ref: '#/components/schemas/LineItemEnum' company_ids: type: array items: type: integer minItems: 1 period_type: nullable: true oneOf: - $ref: '#/components/schemas/PeriodTypeBe5Enum' - $ref: '#/components/schemas/NullEnum' start_year: type: integer maximum: 9999 minimum: 1000 nullable: true end_year: type: integer maximum: 9999 minimum: 1000 nullable: true start_quarter: nullable: true oneOf: - $ref: '#/components/schemas/StartQuarterEnum' - $ref: '#/components/schemas/NullEnum' end_quarter: nullable: true oneOf: - $ref: '#/components/schemas/EndQuarterEnum' - $ref: '#/components/schemas/NullEnum' calendar_type: nullable: true oneOf: - $ref: '#/components/schemas/CalendarTypeEnum' - $ref: '#/components/schemas/NullEnum' num_periods: type: integer maximum: 99 minimum: 1 nullable: true num_periods_back: type: integer maximum: 99 minimum: 0 nullable: true required: - company_ids - line_item FinancialItemResponse: type: object properties: results: type: object additionalProperties: $ref: '#/components/schemas/FinancialItemCurrencyResponse' errors: type: object additionalProperties: type: string title: error required: - errors - results FinancialStatementCurrencyResponse: type: object properties: currency: type: string nullable: true periods: type: object additionalProperties: $ref: '#/components/schemas/Period' required: - currency - periods FinancialStatementRequest: type: object description: Request fields for get_financial_statement properties: statement_type: $ref: '#/components/schemas/StatementTypeEnum' period_type: nullable: true oneOf: - $ref: '#/components/schemas/PeriodTypeBe5Enum' - $ref: '#/components/schemas/NullEnum' company_ids: type: array items: type: integer minItems: 1 start_year: type: integer maximum: 9999 minimum: 1000 nullable: true end_year: type: integer maximum: 9999 minimum: 1000 nullable: true start_quarter: nullable: true oneOf: - $ref: '#/components/schemas/StartQuarterEnum' - $ref: '#/components/schemas/NullEnum' end_quarter: nullable: true oneOf: - $ref: '#/components/schemas/EndQuarterEnum' - $ref: '#/components/schemas/NullEnum' calendar_type: nullable: true oneOf: - $ref: '#/components/schemas/CalendarTypeEnum' - $ref: '#/components/schemas/NullEnum' num_periods: type: integer maximum: 99 minimum: 1 nullable: true num_periods_back: type: integer maximum: 99 minimum: 0 nullable: true required: - company_ids - statement_type FinancialStatementResponse: type: object properties: results: type: object additionalProperties: $ref: '#/components/schemas/FinancialStatementCurrencyResponse' errors: type: object additionalProperties: type: string title: error required: - errors - results FiscalEndQuarterEnum: enum: - 1 - 2 - 3 - 4 type: integer description: '* `1` - 1 * `2` - 2 * `3` - 3 * `4` - 4' FiscalStartQuarterEnum: enum: - 1 - 2 - 3 - 4 type: integer description: '* `1` - 1 * `2` - 2 * `3` - 3 * `4` - 4' HistoryMetadataResponse: type: object description: Response fields for get_history_metadata properties: currency: type: string symbol: type: string exchange_name: type: string instrument_type: type: string first_trade_date: type: string format: date required: - currency - exchange_name - first_trade_date - instrument_type - symbol IdentificationTripleError: type: object description: Serializer for error response properties: error: type: string required: - error IdentificationTripleResponse: type: object description: Response fields serializing an identification triple properties: trading_item_id: type: integer nullable: true security_id: type: integer nullable: true company_id: type: integer required: - company_id - security_id - trading_item_id IdentificationTripleWithCompanyInfoOrError: oneOf: - $ref: '#/components/schemas/IdentificationTripleWithCompanyInfoResponse' - $ref: '#/components/schemas/IdentificationTripleError' IdentificationTripleWithCompanyInfoResponse: type: object description: Response fields for a request returning an identification triple with company info properties: trading_item_id: type: integer nullable: true security_id: type: integer nullable: true company_id: type: integer company_name: type: string ticker: type: string nullable: true country: type: string nullable: true required: - company_id - company_name - country - security_id - ticker - trading_item_id IsinResponse: type: object description: Response fields for get_isin properties: isin: type: string required: - isin LatestResponse: type: object description: Response fields for latest properties: annual: $ref: '#/components/schemas/Annual' quarterly: $ref: '#/components/schemas/Quarterly' now: $ref: '#/components/schemas/Now' required: - annual - now - quarterly LineItem: type: object properties: name: type: string value: type: string format: decimal pattern: ^-?\d{0,22}(?:\.\d{0,6})?$ nullable: true sources: type: array items: {} required: - name - value LineItemEnum: enum: - accounts_payable - accounts_receivable - accrued_expenses - accumulated_depreciation - additional_paid_in_capital - additional_paid_in_capital_preferred_stock - adjustments_to_cash_flow_net_income - amortization_of_goodwill_and_intangibles - asset_writedown - assets - basic_earning_per_share - basic_earning_per_share_excluding_extra_items - basic_earning_per_share_from_accounting_change - basic_earning_per_share_from_accounting_change_and_extraordinary_items - basic_earning_per_share_from_extraordinary_items - basic_earning_per_share_including_extra_items - basic_eps - basic_eps_excluding_extra_items - basic_eps_from_accounting_change - basic_eps_from_accounting_change_and_extraordinary_items - basic_eps_from_extraordinary_items - basic_eps_including_extra_items - capex - capital_expenditure - capital_expenditures - capital_leases - capitalized_leases - cash - cash_acquisitions - cash_and_cash_equivalents - cash_and_equivalents - cash_and_short_term_investments - cash_flow_from_operations - cash_from_discontinued_operation - cash_from_financing - cash_from_financing_activities - cash_from_investing - cash_from_investing_activities - cash_from_operating_activities - cash_from_operations - cashflow_from_financing - cashflow_from_financing_activities - cashflow_from_investing - cashflow_from_investing_activities - change_in_accounts_payable - change_in_accounts_receivable - change_in_cash - change_in_deferred_taxes - change_in_income_taxes - change_in_inventories - change_in_net_operating_assets - change_in_net_working_capital - change_in_other_net_operating_assets - change_in_trading_asset_securities - change_in_unearned_revenue - cogs - common_dividends_paid - common_equity - common_shares_outstanding - common_stock - continued_operations_earnings - convertible_preferred_stock - cor - cost_of_goods_sold - cost_of_revenue - currency_exchange_gains - current_accounts_receivable - current_assets - current_borrowing - current_borrowings - current_debt_issued - current_debt_repaid - current_deferred_tax_asset - current_deferred_tax_liability - current_income_taxes_payable - current_liabilities - current_notes_receivable - current_other_receivables - current_portion_of_cap_leases - current_portion_of_capital_leases - current_portion_of_capitalized_leases - current_portion_of_income_taxes_payable - current_portion_of_leases - current_portion_of_long_term_debt - current_portion_of_long_term_debt_and_capital_leases - current_portion_of_long_term_debt_and_capitalized_leases - current_portion_of_lt_debt - current_portion_of_lt_debt_and_cap_leases - current_portion_of_non_current_debt - current_portion_of_non_current_debt_and_capital_leases - current_portion_of_non_current_debt_and_capitalized_leases - current_portion_of_unearned_revenue - current_ratio - current_total_receivable - current_total_receivables - current_unearned_revenue - d_and_a - debt_ratio - deferred_tax_asset_current_portion - depreciation - depreciation_and_amortization - depreciation_of_rental_assets - diluted_earning_per_share - diluted_earning_per_share_excluding_extra_items - diluted_earning_per_share_from_accounting_change - diluted_earning_per_share_from_accounting_change_and_extraordinary_items - diluted_earning_per_share_from_discontinued_operations - diluted_earning_per_share_from_extraordinary_items - diluted_earning_per_share_including_extra_items - diluted_eps - diluted_eps_excluding_extra_items - diluted_eps_from_accounting_change - diluted_eps_from_accounting_change_and_extraordinary_items - diluted_eps_from_discontinued_operations - diluted_eps_from_extraordinary_items - diluted_eps_including_extra_items - discontinued_operations_earnings - distributable_cash_per_share - divestitures - dividends_paid - dividends_per_share - dna - earnings_before_interest_and_taxes - earnings_before_interest_taxes_and_amortization - earnings_before_interest_taxes_depreciation_amortization_and_rental_expense - earnings_before_interest_taxes_depreciation_and_amortization - earnings_before_taxes_excluding_unusual_items - earnings_before_taxes_including_unusual_items - earnings_from_continued_operations - earnings_from_discontinued_operations - ebit - ebita - ebitda - ebitdar - ebt_excluding_unusual_items - ebt_including_unusual_items - effective_tax_rate - enterprise_value_to_earnings_before_interest_and_taxes - enterprise_value_to_earnings_before_interest_taxes_depreciation_and_amortization - enterprise_value_to_ebit - enterprise_value_to_ebitda - enterprise_value_to_employee_count - enterprise_value_to_employees - enterprise_value_to_headcount - enterprise_value_to_total_revenue - equity - equity_adjustment_preferred_stock - ev_to_ebit - ev_to_ebitda - ev_to_employee_count - ev_to_employees - ev_to_headcount - ev_to_total_revenue - exploration_and_drilling_costs - exploration_and_drilling_expense - extraordinary_item_and_accounting_change - fees_and_other_income - ffo - finance_division_debt_current_portion - finance_division_debt_long_term_portion - finance_division_debt_non_current_portion - finance_division_interest_expense - finance_division_loans_and_leases_long_term - finance_division_loans_and_leases_short_term - finance_division_long_term_debt - finance_division_long_term_loans_and_leases - finance_division_non_current_debt - finance_division_operating_expense - finance_division_other_current_assets - finance_division_other_current_liabilities - finance_division_other_long_term_assets - finance_division_other_long_term_liabilities - finance_division_other_non_current_assets - finance_division_other_non_current_liabilities - finance_division_other_short_term_assets - finance_division_revenue - finance_division_short_term_loans_and_leases - foreign_exchange_adjustments - foreign_exchange_rate_adjustments - funds_from_operations - fx_adjustments - gain_from_sale_of_assets - gain_from_sale_of_investments - goodwill - gppe - gross_ppe - gross_profit - gross_property_plant_and_equipment - impairment_o_and_g - impairment_of_goodwill - impairment_of_oil_and_gas - impairment_of_oil_gas_and_mineral_properties - in_process_r_and_d_cost - in_process_r_and_d_expense - in_process_research_and_development_cost - in_process_research_and_development_expense - in_process_rnd_cost - in_process_rnd_expense - income_from_affiliates - income_tax - income_tax_expense - income_taxes - insurance_division_operating_expense - insurance_division_revenue - insurance_settlements - interest_and_investment_income - interest_expense - interest_expense_finance_division - inventories - inventory - issuance_of_common_stock - issuance_of_preferred_stock - last_close_enterprise_value_to_earnings_before_interest_and_taxes - last_close_enterprise_value_to_earnings_before_interest_taxes_depreciation_and_amortization - last_close_enterprise_value_to_ebit - last_close_enterprise_value_to_ebitda - last_close_enterprise_value_to_employee_count - last_close_enterprise_value_to_employees - last_close_enterprise_value_to_headcount - last_close_enterprise_value_to_total_revenue - last_close_ev_to_ebit - last_close_ev_to_employee_count - last_close_ev_to_employees - last_close_ev_to_headcount - last_close_ev_to_total_revenue - last_close_tev_to_ebit - last_close_tev_to_ebitda - last_close_tev_to_employee_count - last_close_tev_to_employees - last_close_tev_to_headcount - last_close_tev_to_total_revenue - last_close_total_enterprise_value_to_earnings_before_interest_and_taxes - last_close_total_enterprise_value_to_earnings_before_interest_taxes_depreciation_and_amortization - last_close_total_enterprise_value_to_ebit - last_close_total_enterprise_value_to_ebitda - last_close_total_enterprise_value_to_employee_count - last_close_total_enterprise_value_to_employees - last_close_total_enterprise_value_to_headcount - last_close_total_ev_to_ebit - last_close_total_ev_to_ebitda - last_close_total_ev_to_employee_count - last_close_total_ev_to_employees - last_close_total_ev_to_headcount - last_enterprise_value_to_earnings_before_interest_and_taxes - last_enterprise_value_to_earnings_before_interest_taxes_depreciation_and_amortization - last_enterprise_value_to_ebit - last_enterprise_value_to_ebitda - last_enterprise_value_to_employee_count - last_enterprise_value_to_employees - last_enterprise_value_to_headcount - last_enterprise_value_to_total_revenue - last_ev_to_employee_count - last_ev_to_employees - last_ev_to_headcount - last_ev_to_total_revenue - last_tev_to_ebit - last_tev_to_ebitda - last_tev_to_employee_count - last_tev_to_employees - last_tev_to_headcount - last_tev_to_total_revenue - last_total_enterprise_value_to_earnings_before_interest_and_taxes - last_total_enterprise_value_to_earnings_before_interest_taxes_depreciation_and_amortization - last_total_enterprise_value_to_ebit - last_total_enterprise_value_to_ebitda - last_total_enterprise_value_to_employee_count - last_total_enterprise_value_to_employees - last_total_enterprise_value_to_headcount - last_total_ev_to_ebit - last_total_ev_to_ebitda - last_total_ev_to_employee_count - last_total_ev_to_employees - last_total_ev_to_headcount - legal_settlements - liabilities - liabilities_and_equity - loans_held_for_sale - loans_receivable - long_term_accounts_receivable - long_term_debt - long_term_debt_issued - long_term_debt_repaid - long_term_deferred_charges - long_term_deferred_tax_assets - long_term_finance_division_loans_and_leases - long_term_investments - long_term_leases - long_term_loans_and_leases_of_the_finance_division - long_term_loans_receivable - long_term_other_assets - long_term_other_liabilities - long_term_unearned_revenue - loss_on_equity_investments - merger_and_restructuring_charges - merger_charges - minority_interest_in_earnings - misc_cash_flow_adj - miscellaneous_cash_flow_adjustments - net_cash_from_discontinued_operation - net_cash_from_investments - net_change_in_cash - net_debt - net_decrease_in_investment_loans_originated_and_sold - net_decrease_in_loans_originated_and_sold - net_income - net_income_allocable_to_general_partner - net_income_to_common_shareholders_excluding_extra_items - net_income_to_common_shareholders_including_extra_items - net_income_to_company - net_income_to_minority_interest - net_interest_expense - net_ppe - net_property_plant_and_equipment - net_working_capital - non_current_accounts_receivable - non_current_debt - non_current_debt_issued - non_current_debt_repaid - non_current_deferred_charges - non_current_deferred_tax_assets - non_current_deferred_tax_liability - non_current_investments - non_current_loans_receivable - non_current_other_assets - non_current_other_liabilities - non_current_unearned_revenue - non_redeemable_preferred_stock - normal_revenue - normalized_basic_earning_per_share - normalized_basic_eps - normalized_diluted_earning_per_share - normalized_diluted_eps - notes_receivable - nppe - operating_expense - operating_expense_finance_division - operating_expense_insurance_division - operating_income - other_adjustments_to_net_income - other_amortization - other_current_assets - other_current_assets_of_the_finance_division - other_current_liabilities - other_current_liability - other_equity - other_financing_activities - other_intangibles - other_investing_activities - other_long_term_assets - other_long_term_assets_of_the_finance_division - other_long_term_liabilities - other_non_current_assets - other_non_current_assets_of_the_finance_division - other_non_current_liabilities - other_non_operating_income - other_operating_activities - other_operating_expense - other_preferred_stock - other_preferred_stock_adjustments - other_receivables - other_revenue - other_short_term_assets_of_the_finance_division - other_unusual_items - pension_and_other_post_retirement_benefit - ppe - pre_opening_costs - pre_opening_expense - preferred_dividends_and_other_adjustments - preferred_dividends_paid - preferred_equity - preferred_stock - preferred_stock_additional_paid_in_capital - preferred_stock_convertible - preferred_stock_dividend - preferred_stock_equity_adjustment - preferred_stock_non_redeemable - preferred_stock_other - preferred_stock_redeemable - premium_on_redemption_of_preferred_stock - prepaid_expense - prepaid_expenses - property_plant_and_equipment - provision_for_bad_debt - provision_for_bad_debts - provision_for_credit_losses - quick_ratio - r_and_d_cost - r_and_d_expense - redeemable_preferred_stock - regular_revenue - repurchase_of_common_stock - repurchase_of_preferred_stock - research_and_development_cost - research_and_development_expense - restricted_cash - restructuring_charges - retained_earnings - revenue - revenue_from_interest_and_investment_income - revenue_from_sale_of_assets - revenue_from_sale_of_investments - rnd_cost - rnd_expense - sale_of_intangible_asset - sale_of_intangible_assets - sale_of_intangibles - sale_of_ppe - sale_of_property_plant_and_equipment - sale_of_real_estate - sale_of_real_estate_properties - sale_of_real_properties - sale_proceeds_from_rental_assets - selling_general_and_admin - selling_general_and_admin_cost - selling_general_and_admin_expense - sg_and_a - sga - shareholders_equity - short_term_accounts_receivable - short_term_assets - short_term_borrowing - short_term_borrowings - short_term_debt_issued - short_term_debt_repaid - short_term_deferred_tax_asset - short_term_finance_division_loans_and_leases - short_term_investments - short_term_loans_and_leases_of_the_finance_division - short_term_notes_receivable - short_term_other_receivables - short_term_total_receivable - short_term_total_receivables - special_dividends_paid - stock_based_compensation - tax_benefit_from_stock_options - tax_rate - tev_to_ebit - tev_to_ebitda - tev_to_employee_count - tev_to_employees - tev_to_headcount - tev_to_total_revenue - total_assets - total_cash_and_short_term_investments - total_common_equity - total_current_assets - total_current_liabilities - total_current_portion_of_long_term_debt_and_capital_leases - total_current_portion_of_long_term_debt_and_capitalized_leases - total_current_portion_of_lt_debt_and_cap_leases - total_current_portion_of_non_current_debt_and_capital_leases - total_current_portion_of_non_current_debt_and_capitalized_leases - total_d_and_a - total_debt - total_debt_issued - total_debt_ratio - total_debt_repaid - total_debt_to_capital - total_debt_to_equity - total_debt_to_equity_ratio - total_debt_to_total_equity - total_depreciation_and_amortization - total_dividends_paid - total_dna - total_enterprise_value_to_earnings_before_interest_and_taxes - total_enterprise_value_to_earnings_before_interest_taxes_depreciation_and_amortization - total_enterprise_value_to_ebit - total_enterprise_value_to_ebitda - total_enterprise_value_to_employee_count - total_enterprise_value_to_employees - total_enterprise_value_to_headcount - total_enterprise_value_to_total_revenue - total_equity - total_ev_to_ebit - total_ev_to_ebitda - total_ev_to_employee_count - total_ev_to_employees - total_ev_to_headcount - total_liabilities - total_liabilities_and_equity - total_operating_expense - total_other_investing_activities - total_other_non_cash_items - total_other_non_operating_income - total_other_operating_expense - total_other_revenue - total_other_unusual_items - total_preferred_equity - total_preferred_stock - total_receivable - total_receivables - total_revenue - total_selling_general_and_admin - total_selling_general_and_admin_cost - total_selling_general_and_admin_expense - total_sga - total_shareholders_equity - total_short_term_assets - total_unusual_items - trading_asset_securities - treasury_convertible_preferred_stock - treasury_non_redeemable_preferred_stock - treasury_preferred_stock_convertible - treasury_preferred_stock_non_redeemable - treasury_preferred_stock_redeemable - treasury_redeemable_preferred_stock - treasury_stock - treasury_stock_convertible_preferred_stock - treasury_stock_non_redeemable_preferred_stock - treasury_stock_preferred_stock_convertible - treasury_stock_preferred_stock_non_redeemable - treasury_stock_preferred_stock_redeemable - treasury_stock_redeemable_preferred_stock - unusual_items - weighted_average_basic_shares_outstanding - weighted_average_diluted_shares_outstanding - working_capital type: string description: '* `accounts_payable` - accounts_payable * `accounts_receivable` - accounts_receivable * `accrued_expenses` - accrued_expenses * `accumulated_depreciation` - accumulated_depreciation * `additional_paid_in_capital` - additional_paid_in_capital * `additional_paid_in_capital_preferred_stock` - additional_paid_in_capital_preferred_stock * `adjustments_to_cash_flow_net_income` - adjustments_to_cash_flow_net_income * `amortization_of_goodwill_and_intangibles` - amortization_of_goodwill_and_intangibles * `asset_writedown` - asset_writedown * `assets` - assets * `basic_earning_per_share` - basic_earning_per_share * `basic_earning_per_share_excluding_extra_items` - basic_earning_per_share_excluding_extra_items * `basic_earning_per_share_from_accounting_change` - basic_earning_per_share_from_accounting_change * `basic_earning_per_share_from_accounting_change_and_extraordinary_items` - basic_earning_per_share_from_accounting_change_and_extraordinary_items * `basic_earning_per_share_from_extraordinary_items` - basic_earning_per_share_from_extraordinary_items * `basic_earning_per_share_including_extra_items` - basic_earning_per_share_including_extra_items * `basic_eps` - basic_eps * `basic_eps_excluding_extra_items` - basic_eps_excluding_extra_items * `basic_eps_from_accounting_change` - basic_eps_from_accounting_change * `basic_eps_from_accounting_change_and_extraordinary_items` - basic_eps_from_accounting_change_and_extraordinary_items * `basic_eps_from_extraordinary_items` - basic_eps_from_extraordinary_items * `basic_eps_including_extra_items` - basic_eps_including_extra_items * `capex` - capex * `capital_expenditure` - capital_expenditure * `capital_expenditures` - capital_expenditures * `capital_leases` - capital_leases * `capitalized_leases` - capitalized_leases * `cash` - cash * `cash_acquisitions` - cash_acquisitions * `cash_and_cash_equivalents` - cash_and_cash_equivalents * `cash_and_equivalents` - cash_and_equivalents * `cash_and_short_term_investments` - cash_and_short_term_investments * `cash_flow_from_operations` - cash_flow_from_operations * `cash_from_discontinued_operation` - cash_from_discontinued_operation * `cash_from_financing` - cash_from_financing * `cash_from_financing_activities` - cash_from_financing_activities * `cash_from_investing` - cash_from_investing * `cash_from_investing_activities` - cash_from_investing_activities * `cash_from_operating_activities` - cash_from_operating_activities * `cash_from_operations` - cash_from_operations * `cashflow_from_financing` - cashflow_from_financing * `cashflow_from_financing_activities` - cashflow_from_financing_activities * `cashflow_from_investing` - cashflow_from_investing * `cashflow_from_investing_activities` - cashflow_from_investing_activities * `change_in_accounts_payable` - change_in_accounts_payable * `change_in_accounts_receivable` - change_in_accounts_receivable * `change_in_cash` - change_in_cash * `change_in_deferred_taxes` - change_in_deferred_taxes * `change_in_income_taxes` - change_in_income_taxes * `change_in_inventories` - change_in_inventories * `change_in_net_operating_assets` - change_in_net_operating_assets * `change_in_net_working_capital` - change_in_net_working_capital * `change_in_other_net_operating_assets` - change_in_other_net_operating_assets * `change_in_trading_asset_securities` - change_in_trading_asset_securities * `change_in_unearned_revenue` - change_in_unearned_revenue * `cogs` - cogs * `common_dividends_paid` - common_dividends_paid * `common_equity` - common_equity * `common_shares_outstanding` - common_shares_outstanding * `common_stock` - common_stock * `continued_operations_earnings` - continued_operations_earnings * `convertible_preferred_stock` - convertible_preferred_stock * `cor` - cor * `cost_of_goods_sold` - cost_of_goods_sold * `cost_of_revenue` - cost_of_revenue * `currency_exchange_gains` - currency_exchange_gains * `current_accounts_receivable` - current_accounts_receivable * `current_assets` - current_assets * `current_borrowing` - current_borrowing * `current_borrowings` - current_borrowings * `current_debt_issued` - current_debt_issued * `current_debt_repaid` - current_debt_repaid * `current_deferred_tax_asset` - current_deferred_tax_asset * `current_deferred_tax_liability` - current_deferred_tax_liability * `current_income_taxes_payable` - current_income_taxes_payable * `current_liabilities` - current_liabilities * `current_notes_receivable` - current_notes_receivable * `current_other_receivables` - current_other_receivables * `current_portion_of_cap_leases` - current_portion_of_cap_leases * `current_portion_of_capital_leases` - current_portion_of_capital_leases * `current_portion_of_capitalized_leases` - current_portion_of_capitalized_leases * `current_portion_of_income_taxes_payable` - current_portion_of_income_taxes_payable * `current_portion_of_leases` - current_portion_of_leases * `current_portion_of_long_term_debt` - current_portion_of_long_term_debt * `current_portion_of_long_term_debt_and_capital_leases` - current_portion_of_long_term_debt_and_capital_leases * `current_portion_of_long_term_debt_and_capitalized_leases` - current_portion_of_long_term_debt_and_capitalized_leases * `current_portion_of_lt_debt` - current_portion_of_lt_debt * `current_portion_of_lt_debt_and_cap_leases` - current_portion_of_lt_debt_and_cap_leases * `current_portion_of_non_current_debt` - current_portion_of_non_current_debt * `current_portion_of_non_current_debt_and_capital_leases` - current_portion_of_non_current_debt_and_capital_leases * `current_portion_of_non_current_debt_and_capitalized_leases` - current_portion_of_non_current_debt_and_capitalized_leases * `current_portion_of_unearned_revenue` - current_portion_of_unearned_revenue * `current_ratio` - current_ratio * `current_total_receivable` - current_total_receivable * `current_total_receivables` - current_total_receivables * `current_unearned_revenue` - current_unearned_revenue * `d_and_a` - d_and_a * `debt_ratio` - debt_ratio * `deferred_tax_asset_current_portion` - deferred_tax_asset_current_portion * `depreciation` - depreciation * `depreciation_and_amortization` - depreciation_and_amortization * `depreciation_of_rental_assets` - depreciation_of_rental_assets * `diluted_earning_per_share` - diluted_earning_per_share * `diluted_earning_per_share_excluding_extra_items` - diluted_earning_per_share_excluding_extra_items * `diluted_earning_per_share_from_accounting_change` - diluted_earning_per_share_from_accounting_change * `diluted_earning_per_share_from_accounting_change_and_extraordinary_items` - diluted_earning_per_share_from_accounting_change_and_extraordinary_items * `diluted_earning_per_share_from_discontinued_operations` - diluted_earning_per_share_from_discontinued_operations * `diluted_earning_per_share_from_extraordinary_items` - diluted_earning_per_share_from_extraordinary_items * `diluted_earning_per_share_including_extra_items` - diluted_earning_per_share_including_extra_items * `diluted_eps` - diluted_eps * `diluted_eps_excluding_extra_items` - diluted_eps_excluding_extra_items * `diluted_eps_from_accounting_change` - diluted_eps_from_accounting_change * `diluted_eps_from_accounting_change_and_extraordinary_items` - diluted_eps_from_accounting_change_and_extraordinary_items * `diluted_eps_from_discontinued_operations` - diluted_eps_from_discontinued_operations * `diluted_eps_from_extraordinary_items` - diluted_eps_from_extraordinary_items * `diluted_eps_including_extra_items` - diluted_eps_including_extra_items * `discontinued_operations_earnings` - discontinued_operations_earnings * `distributable_cash_per_share` - distributable_cash_per_share * `divestitures` - divestitures * `dividends_paid` - dividends_paid * `dividends_per_share` - dividends_per_share * `dna` - dna * `earnings_before_interest_and_taxes` - earnings_before_interest_and_taxes * `earnings_before_interest_taxes_and_amortization` - earnings_before_interest_taxes_and_amortization * `earnings_before_interest_taxes_depreciation_amortization_and_rental_expense` - earnings_before_interest_taxes_depreciation_amortization_and_rental_expense * `earnings_before_interest_taxes_depreciation_and_amortization` - earnings_before_interest_taxes_depreciation_and_amortization * `earnings_before_taxes_excluding_unusual_items` - earnings_before_taxes_excluding_unusual_items * `earnings_before_taxes_including_unusual_items` - earnings_before_taxes_including_unusual_items * `earnings_from_continued_operations` - earnings_from_continued_operations * `earnings_from_discontinued_operations` - earnings_from_discontinued_operations * `ebit` - ebit * `ebita` - ebita * `ebitda` - ebitda * `ebitdar` - ebitdar * `ebt_excluding_unusual_items` - ebt_excluding_unusual_items * `ebt_including_unusual_items` - ebt_including_unusual_items * `effective_tax_rate` - effective_tax_rate * `enterprise_value_to_earnings_before_interest_and_taxes` - enterprise_value_to_earnings_before_interest_and_taxes * `enterprise_value_to_earnings_before_interest_taxes_depreciation_and_amortization` - enterprise_value_to_earnings_before_interest_taxes_depreciation_and_amortization * `enterprise_value_to_ebit` - enterprise_value_to_ebit * `enterprise_value_to_ebitda` - enterprise_value_to_ebitda * `enterprise_value_to_employee_count` - enterprise_value_to_employee_count * `enterprise_value_to_employees` - enterprise_value_to_employees * `enterprise_value_to_headcount` - enterprise_value_to_headcount * `enterprise_value_to_total_revenue` - enterprise_value_to_total_revenue * `equity` - equity * `equity_adjustment_preferred_stock` - equity_adjustment_preferred_stock * `ev_to_ebit` - ev_to_ebit * `ev_to_ebitda` - ev_to_ebitda * `ev_to_employee_count` - ev_to_employee_count * `ev_to_employees` - ev_to_employees * `ev_to_headcount` - ev_to_headcount * `ev_to_total_revenue` - ev_to_total_revenue * `exploration_and_drilling_costs` - exploration_and_drilling_costs * `exploration_and_drilling_expense` - exploration_and_drilling_expense * `extraordinary_item_and_accounting_change` - extraordinary_item_and_accounting_change * `fees_and_other_income` - fees_and_other_income * `ffo` - ffo * `finance_division_debt_current_portion` - finance_division_debt_current_portion * `finance_division_debt_long_term_portion` - finance_division_debt_long_term_portion * `finance_division_debt_non_current_portion` - finance_division_debt_non_current_portion * `finance_division_interest_expense` - finance_division_interest_expense * `finance_division_loans_and_leases_long_term` - finance_division_loans_and_leases_long_term * `finance_division_loans_and_leases_short_term` - finance_division_loans_and_leases_short_term * `finance_division_long_term_debt` - finance_division_long_term_debt * `finance_division_long_term_loans_and_leases` - finance_division_long_term_loans_and_leases * `finance_division_non_current_debt` - finance_division_non_current_debt * `finance_division_operating_expense` - finance_division_operating_expense * `finance_division_other_current_assets` - finance_division_other_current_assets * `finance_division_other_current_liabilities` - finance_division_other_current_liabilities * `finance_division_other_long_term_assets` - finance_division_other_long_term_assets * `finance_division_other_long_term_liabilities` - finance_division_other_long_term_liabilities * `finance_division_other_non_current_assets` - finance_division_other_non_current_assets * `finance_division_other_non_current_liabilities` - finance_division_other_non_current_liabilities * `finance_division_other_short_term_assets` - finance_division_other_short_term_assets * `finance_division_revenue` - finance_division_revenue * `finance_division_short_term_loans_and_leases` - finance_division_short_term_loans_and_leases * `foreign_exchange_adjustments` - foreign_exchange_adjustments * `foreign_exchange_rate_adjustments` - foreign_exchange_rate_adjustments * `funds_from_operations` - funds_from_operations * `fx_adjustments` - fx_adjustments * `gain_from_sale_of_assets` - gain_from_sale_of_assets * `gain_from_sale_of_investments` - gain_from_sale_of_investments * `goodwill` - goodwill * `gppe` - gppe * `gross_ppe` - gross_ppe * `gross_profit` - gross_profit * `gross_property_plant_and_equipment` - gross_property_plant_and_equipment * `impairment_o_and_g` - impairment_o_and_g * `impairment_of_goodwill` - impairment_of_goodwill * `impairment_of_oil_and_gas` - impairment_of_oil_and_gas * `impairment_of_oil_gas_and_mineral_properties` - impairment_of_oil_gas_and_mineral_properties * `in_process_r_and_d_cost` - in_process_r_and_d_cost * `in_process_r_and_d_expense` - in_process_r_and_d_expense * `in_process_research_and_development_cost` - in_process_research_and_development_cost * `in_process_research_and_development_expense` - in_process_research_and_development_expense * `in_process_rnd_cost` - in_process_rnd_cost * `in_process_rnd_expense` - in_process_rnd_expense * `income_from_affiliates` - income_from_affiliates * `income_tax` - income_tax * `income_tax_expense` - income_tax_expense * `income_taxes` - income_taxes * `insurance_division_operating_expense` - insurance_division_operating_expense * `insurance_division_revenue` - insurance_division_revenue * `insurance_settlements` - insurance_settlements * `interest_and_investment_income` - interest_and_investment_income * `interest_expense` - interest_expense * `interest_expense_finance_division` - interest_expense_finance_division * `inventories` - inventories * `inventory` - inventory * `issuance_of_common_stock` - issuance_of_common_stock * `issuance_of_preferred_stock` - issuance_of_preferred_stock * `last_close_enterprise_value_to_earnings_before_interest_and_taxes` - last_close_enterprise_value_to_earnings_before_interest_and_taxes * `last_close_enterprise_value_to_earnings_before_interest_taxes_depreciation_and_amortization` - last_close_enterprise_value_to_earnings_before_interest_taxes_depreciation_and_amortization * `last_close_enterprise_value_to_ebit` - last_close_enterprise_value_to_ebit * `last_close_enterprise_value_to_ebitda` - last_close_enterprise_value_to_ebitda * `last_close_enterprise_value_to_employee_count` - last_close_enterprise_value_to_employee_count * `last_close_enterprise_value_to_employees` - last_close_enterprise_value_to_employees * `last_close_enterprise_value_to_headcount` - last_close_enterprise_value_to_headcount * `last_close_enterprise_value_to_total_revenue` - last_close_enterprise_value_to_total_revenue * `last_close_ev_to_ebit` - last_close_ev_to_ebit * `last_close_ev_to_employee_count` - last_close_ev_to_employee_count * `last_close_ev_to_employees` - last_close_ev_to_employees * `last_close_ev_to_headcount` - last_close_ev_to_headcount * `last_close_ev_to_total_revenue` - last_close_ev_to_total_revenue * `last_close_tev_to_ebit` - last_close_tev_to_ebit * `last_close_tev_to_ebitda` - last_close_tev_to_ebitda * `last_close_tev_to_employee_count` - last_close_tev_to_employee_count * `last_close_tev_to_employees` - last_close_tev_to_employees * `last_close_tev_to_headcount` - last_close_tev_to_headcount * `last_close_tev_to_total_revenue` - last_close_tev_to_total_revenue * `last_close_total_enterprise_value_to_earnings_before_interest_and_taxes` - last_close_total_enterprise_value_to_earnings_before_interest_and_taxes * `last_close_total_enterprise_value_to_earnings_before_interest_taxes_depreciation_and_amortization` - last_close_total_enterprise_value_to_earnings_before_interest_taxes_depreciation_and_amortization * `last_close_total_enterprise_value_to_ebit` - last_close_total_enterprise_value_to_ebit * `last_close_total_enterprise_value_to_ebitda` - last_close_total_enterprise_value_to_ebitda * `last_close_total_enterprise_value_to_employee_count` - last_close_total_enterprise_value_to_employee_count * `last_close_total_enterprise_value_to_employees` - last_close_total_enterprise_value_to_employees * `last_close_total_enterprise_value_to_headcount` - last_close_total_enterprise_value_to_headcount * `last_close_total_ev_to_ebit` - last_close_total_ev_to_ebit * `last_close_total_ev_to_ebitda` - last_close_total_ev_to_ebitda * `last_close_total_ev_to_employee_count` - last_close_total_ev_to_employee_count * `last_close_total_ev_to_employees` - last_close_total_ev_to_employees * `last_close_total_ev_to_headcount` - last_close_total_ev_to_headcount * `last_enterprise_value_to_earnings_before_interest_and_taxes` - last_enterprise_value_to_earnings_before_interest_and_taxes * `last_enterprise_value_to_earnings_before_interest_taxes_depreciation_and_amortization` - last_enterprise_value_to_earnings_before_interest_taxes_depreciation_and_amortization * `last_enterprise_value_to_ebit` - last_enterprise_value_to_ebit * `last_enterprise_value_to_ebitda` - last_enterprise_value_to_ebitda * `last_enterprise_value_to_employee_count` - last_enterprise_value_to_employee_count * `last_enterprise_value_to_employees` - last_enterprise_value_to_employees * `last_enterprise_value_to_headcount` - last_enterprise_value_to_headcount * `last_enterprise_value_to_total_revenue` - last_enterprise_value_to_total_revenue * `last_ev_to_employee_count` - last_ev_to_employee_count * `last_ev_to_employees` - last_ev_to_employees * `last_ev_to_headcount` - last_ev_to_headcount * `last_ev_to_total_revenue` - last_ev_to_total_revenue * `last_tev_to_ebit` - last_tev_to_ebit * `last_tev_to_ebitda` - last_tev_to_ebitda * `last_tev_to_employee_count` - last_tev_to_employee_count * `last_tev_to_employees` - last_tev_to_employees * `last_tev_to_headcount` - last_tev_to_headcount * `last_tev_to_total_revenue` - last_tev_to_total_revenue * `last_total_enterprise_value_to_earnings_before_interest_and_taxes` - last_total_enterprise_value_to_earnings_before_interest_and_taxes * `last_total_enterprise_value_to_earnings_before_interest_taxes_depreciation_and_amortization` - last_total_enterprise_value_to_earnings_before_interest_taxes_depreciation_and_amortization * `last_total_enterprise_value_to_ebit` - last_total_enterprise_value_to_ebit * `last_total_enterprise_value_to_ebitda` - last_total_enterprise_value_to_ebitda * `last_total_enterprise_value_to_employee_count` - last_total_enterprise_value_to_employee_count * `last_total_enterprise_value_to_employees` - last_total_enterprise_value_to_employees * `last_total_enterprise_value_to_headcount` - last_total_enterprise_value_to_headcount * `last_total_ev_to_ebit` - last_total_ev_to_ebit * `last_total_ev_to_ebitda` - last_total_ev_to_ebitda * `last_total_ev_to_employee_count` - last_total_ev_to_employee_count * `last_total_ev_to_employees` - last_total_ev_to_employees * `last_total_ev_to_headcount` - last_total_ev_to_headcount * `legal_settlements` - legal_settlements * `liabilities` - liabilities * `liabilities_and_equity` - liabilities_and_equity * `loans_held_for_sale` - loans_held_for_sale * `loans_receivable` - loans_receivable * `long_term_accounts_receivable` - long_term_accounts_receivable * `long_term_debt` - long_term_debt * `long_term_debt_issued` - long_term_debt_issued * `long_term_debt_repaid` - long_term_debt_repaid * `long_term_deferred_charges` - long_term_deferred_charges * `long_term_deferred_tax_assets` - long_term_deferred_tax_assets * `long_term_finance_division_loans_and_leases` - long_term_finance_division_loans_and_leases * `long_term_investments` - long_term_investments * `long_term_leases` - long_term_leases * `long_term_loans_and_leases_of_the_finance_division` - long_term_loans_and_leases_of_the_finance_division * `long_term_loans_receivable` - long_term_loans_receivable * `long_term_other_assets` - long_term_other_assets * `long_term_other_liabilities` - long_term_other_liabilities * `long_term_unearned_revenue` - long_term_unearned_revenue * `loss_on_equity_investments` - loss_on_equity_investments * `merger_and_restructuring_charges` - merger_and_restructuring_charges * `merger_charges` - merger_charges * `minority_interest_in_earnings` - minority_interest_in_earnings * `misc_cash_flow_adj` - misc_cash_flow_adj * `miscellaneous_cash_flow_adjustments` - miscellaneous_cash_flow_adjustments * `net_cash_from_discontinued_operation` - net_cash_from_discontinued_operation * `net_cash_from_investments` - net_cash_from_investments * `net_change_in_cash` - net_change_in_cash * `net_debt` - net_debt * `net_decrease_in_investment_loans_originated_and_sold` - net_decrease_in_investment_loans_originated_and_sold * `net_decrease_in_loans_originated_and_sold` - net_decrease_in_loans_originated_and_sold * `net_income` - net_income * `net_income_allocable_to_general_partner` - net_income_allocable_to_general_partner * `net_income_to_common_shareholders_excluding_extra_items` - net_income_to_common_shareholders_excluding_extra_items * `net_income_to_common_shareholders_including_extra_items` - net_income_to_common_shareholders_including_extra_items * `net_income_to_company` - net_income_to_company * `net_income_to_minority_interest` - net_income_to_minority_interest * `net_interest_expense` - net_interest_expense * `net_ppe` - net_ppe * `net_property_plant_and_equipment` - net_property_plant_and_equipment * `net_working_capital` - net_working_capital * `non_current_accounts_receivable` - non_current_accounts_receivable * `non_current_debt` - non_current_debt * `non_current_debt_issued` - non_current_debt_issued * `non_current_debt_repaid` - non_current_debt_repaid * `non_current_deferred_charges` - non_current_deferred_charges * `non_current_deferred_tax_assets` - non_current_deferred_tax_assets * `non_current_deferred_tax_liability` - non_current_deferred_tax_liability * `non_current_investments` - non_current_investments * `non_current_loans_receivable` - non_current_loans_receivable * `non_current_other_assets` - non_current_other_assets * `non_current_other_liabilities` - non_current_other_liabilities * `non_current_unearned_revenue` - non_current_unearned_revenue * `non_redeemable_preferred_stock` - non_redeemable_preferred_stock * `normal_revenue` - normal_revenue * `normalized_basic_earning_per_share` - normalized_basic_earning_per_share * `normalized_basic_eps` - normalized_basic_eps * `normalized_diluted_earning_per_share` - normalized_diluted_earning_per_share * `normalized_diluted_eps` - normalized_diluted_eps * `notes_receivable` - notes_receivable * `nppe` - nppe * `operating_expense` - operating_expense * `operating_expense_finance_division` - operating_expense_finance_division * `operating_expense_insurance_division` - operating_expense_insurance_division * `operating_income` - operating_income * `other_adjustments_to_net_income` - other_adjustments_to_net_income * `other_amortization` - other_amortization * `other_current_assets` - other_current_assets * `other_current_assets_of_the_finance_division` - other_current_assets_of_the_finance_division * `other_current_liabilities` - other_current_liabilities * `other_current_liability` - other_current_liability * `other_equity` - other_equity * `other_financing_activities` - other_financing_activities * `other_intangibles` - other_intangibles * `other_investing_activities` - other_investing_activities * `other_long_term_assets` - other_long_term_assets * `other_long_term_assets_of_the_finance_division` - other_long_term_assets_of_the_finance_division * `other_long_term_liabilities` - other_long_term_liabilities * `other_non_current_assets` - other_non_current_assets * `other_non_current_assets_of_the_finance_division` - other_non_current_assets_of_the_finance_division * `other_non_current_liabilities` - other_non_current_liabilities * `other_non_operating_income` - other_non_operating_income * `other_operating_activities` - other_operating_activities * `other_operating_expense` - other_operating_expense * `other_preferred_stock` - other_preferred_stock * `other_preferred_stock_adjustments` - other_preferred_stock_adjustments * `other_receivables` - other_receivables * `other_revenue` - other_revenue * `other_short_term_assets_of_the_finance_division` - other_short_term_assets_of_the_finance_division * `other_unusual_items` - other_unusual_items * `pension_and_other_post_retirement_benefit` - pension_and_other_post_retirement_benefit * `ppe` - ppe * `pre_opening_costs` - pre_opening_costs * `pre_opening_expense` - pre_opening_expense * `preferred_dividends_and_other_adjustments` - preferred_dividends_and_other_adjustments * `preferred_dividends_paid` - preferred_dividends_paid * `preferred_equity` - preferred_equity * `preferred_stock` - preferred_stock * `preferred_stock_additional_paid_in_capital` - preferred_stock_additional_paid_in_capital * `preferred_stock_convertible` - preferred_stock_convertible * `preferred_stock_dividend` - preferred_stock_dividend * `preferred_stock_equity_adjustment` - preferred_stock_equity_adjustment * `preferred_stock_non_redeemable` - preferred_stock_non_redeemable * `preferred_stock_other` - preferred_stock_other * `preferred_stock_redeemable` - preferred_stock_redeemable * `premium_on_redemption_of_preferred_stock` - premium_on_redemption_of_preferred_stock * `prepaid_expense` - prepaid_expense * `prepaid_expenses` - prepaid_expenses * `property_plant_and_equipment` - property_plant_and_equipment * `provision_for_bad_debt` - provision_for_bad_debt * `provision_for_bad_debts` - provision_for_bad_debts * `provision_for_credit_losses` - provision_for_credit_losses * `quick_ratio` - quick_ratio * `r_and_d_cost` - r_and_d_cost * `r_and_d_expense` - r_and_d_expense * `redeemable_preferred_stock` - redeemable_preferred_stock * `regular_revenue` - regular_revenue * `repurchase_of_common_stock` - repurchase_of_common_stock * `repurchase_of_preferred_stock` - repurchase_of_preferred_stock * `research_and_development_cost` - research_and_development_cost * `research_and_development_expense` - research_and_development_expense * `restricted_cash` - restricted_cash * `restructuring_charges` - restructuring_charges * `retained_earnings` - retained_earnings * `revenue` - revenue * `revenue_from_interest_and_investment_income` - revenue_from_interest_and_investment_income * `revenue_from_sale_of_assets` - revenue_from_sale_of_assets * `revenue_from_sale_of_investments` - revenue_from_sale_of_investments * `rnd_cost` - rnd_cost * `rnd_expense` - rnd_expense * `sale_of_intangible_asset` - sale_of_intangible_asset * `sale_of_intangible_assets` - sale_of_intangible_assets * `sale_of_intangibles` - sale_of_intangibles * `sale_of_ppe` - sale_of_ppe * `sale_of_property_plant_and_equipment` - sale_of_property_plant_and_equipment * `sale_of_real_estate` - sale_of_real_estate * `sale_of_real_estate_properties` - sale_of_real_estate_properties * `sale_of_real_properties` - sale_of_real_properties * `sale_proceeds_from_rental_assets` - sale_proceeds_from_rental_assets * `selling_general_and_admin` - selling_general_and_admin * `selling_general_and_admin_cost` - selling_general_and_admin_cost * `selling_general_and_admin_expense` - selling_general_and_admin_expense * `sg_and_a` - sg_and_a * `sga` - sga * `shareholders_equity` - shareholders_equity * `short_term_accounts_receivable` - short_term_accounts_receivable * `short_term_assets` - short_term_assets * `short_term_borrowing` - short_term_borrowing * `short_term_borrowings` - short_term_borrowings * `short_term_debt_issued` - short_term_debt_issued * `short_term_debt_repaid` - short_term_debt_repaid * `short_term_deferred_tax_asset` - short_term_deferred_tax_asset * `short_term_finance_division_loans_and_leases` - short_term_finance_division_loans_and_leases * `short_term_investments` - short_term_investments * `short_term_loans_and_leases_of_the_finance_division` - short_term_loans_and_leases_of_the_finance_division * `short_term_notes_receivable` - short_term_notes_receivable * `short_term_other_receivables` - short_term_other_receivables * `short_term_total_receivable` - short_term_total_receivable * `short_term_total_receivables` - short_term_total_receivables * `special_dividends_paid` - special_dividends_paid * `stock_based_compensation` - stock_based_compensation * `tax_benefit_from_stock_options` - tax_benefit_from_stock_options * `tax_rate` - tax_rate * `tev_to_ebit` - tev_to_ebit * `tev_to_ebitda` - tev_to_ebitda * `tev_to_employee_count` - tev_to_employee_count * `tev_to_employees` - tev_to_employees * `tev_to_headcount` - tev_to_headcount * `tev_to_total_revenue` - tev_to_total_revenue * `total_assets` - total_assets * `total_cash_and_short_term_investments` - total_cash_and_short_term_investments * `total_common_equity` - total_common_equity * `total_current_assets` - total_current_assets * `total_current_liabilities` - total_current_liabilities * `total_current_portion_of_long_term_debt_and_capital_leases` - total_current_portion_of_long_term_debt_and_capital_leases * `total_current_portion_of_long_term_debt_and_capitalized_leases` - total_current_portion_of_long_term_debt_and_capitalized_leases * `total_current_portion_of_lt_debt_and_cap_leases` - total_current_portion_of_lt_debt_and_cap_leases * `total_current_portion_of_non_current_debt_and_capital_leases` - total_current_portion_of_non_current_debt_and_capital_leases * `total_current_portion_of_non_current_debt_and_capitalized_leases` - total_current_portion_of_non_current_debt_and_capitalized_leases * `total_d_and_a` - total_d_and_a * `total_debt` - total_debt * `total_debt_issued` - total_debt_issued * `total_debt_ratio` - total_debt_ratio * `total_debt_repaid` - total_debt_repaid * `total_debt_to_capital` - total_debt_to_capital * `total_debt_to_equity` - total_debt_to_equity * `total_debt_to_equity_ratio` - total_debt_to_equity_ratio * `total_debt_to_total_equity` - total_debt_to_total_equity * `total_depreciation_and_amortization` - total_depreciation_and_amortization * `total_dividends_paid` - total_dividends_paid * `total_dna` - total_dna * `total_enterprise_value_to_earnings_before_interest_and_taxes` - total_enterprise_value_to_earnings_before_interest_and_taxes * `total_enterprise_value_to_earnings_before_interest_taxes_depreciation_and_amortization` - total_enterprise_value_to_earnings_before_interest_taxes_depreciation_and_amortization * `total_enterprise_value_to_ebit` - total_enterprise_value_to_ebit * `total_enterprise_value_to_ebitda` - total_enterprise_value_to_ebitda * `total_enterprise_value_to_employee_count` - total_enterprise_value_to_employee_count * `total_enterprise_value_to_employees` - total_enterprise_value_to_employees * `total_enterprise_value_to_headcount` - total_enterprise_value_to_headcount * `total_enterprise_value_to_total_revenue` - total_enterprise_value_to_total_revenue * `total_equity` - total_equity * `total_ev_to_ebit` - total_ev_to_ebit * `total_ev_to_ebitda` - total_ev_to_ebitda * `total_ev_to_employee_count` - total_ev_to_employee_count * `total_ev_to_employees` - total_ev_to_employees * `total_ev_to_headcount` - total_ev_to_headcount * `total_liabilities` - total_liabilities * `total_liabilities_and_equity` - total_liabilities_and_equity * `total_operating_expense` - total_operating_expense * `total_other_investing_activities` - total_other_investing_activities * `total_other_non_cash_items` - total_other_non_cash_items * `total_other_non_operating_income` - total_other_non_operating_income * `total_other_operating_expense` - total_other_operating_expense * `total_other_revenue` - total_other_revenue * `total_other_unusual_items` - total_other_unusual_items * `total_preferred_equity` - total_preferred_equity * `total_preferred_stock` - total_preferred_stock * `total_receivable` - total_receivable * `total_receivables` - total_receivables * `total_revenue` - total_revenue * `total_selling_general_and_admin` - total_selling_general_and_admin * `total_selling_general_and_admin_cost` - total_selling_general_and_admin_cost * `total_selling_general_and_admin_expense` - total_selling_general_and_admin_expense * `total_sga` - total_sga * `total_shareholders_equity` - total_shareholders_equity * `total_short_term_assets` - total_short_term_assets * `total_unusual_items` - total_unusual_items * `trading_asset_securities` - trading_asset_securities * `treasury_convertible_preferred_stock` - treasury_convertible_preferred_stock * `treasury_non_redeemable_preferred_stock` - treasury_non_redeemable_preferred_stock * `treasury_preferred_stock_convertible` - treasury_preferred_stock_convertible * `treasury_preferred_stock_non_redeemable` - treasury_preferred_stock_non_redeemable * `treasury_preferred_stock_redeemable` - treasury_preferred_stock_redeemable * `treasury_redeemable_preferred_stock` - treasury_redeemable_preferred_stock * `treasury_stock` - treasury_stock * `treasury_stock_convertible_preferred_stock` - treasury_stock_convertible_preferred_stock * `treasury_stock_non_redeemable_preferred_stock` - treasury_stock_non_redeemable_preferred_stock * `treasury_stock_preferred_stock_convertible` - treasury_stock_preferred_stock_convertible * `treasury_stock_preferred_stock_non_redeemable` - treasury_stock_preferred_stock_non_redeemable * `treasury_stock_preferred_stock_redeemable` - treasury_stock_preferred_stock_redeemable * `treasury_stock_redeemable_preferred_stock` - treasury_stock_redeemable_preferred_stock * `unusual_items` - unusual_items * `weighted_average_basic_shares_outstanding` - weighted_average_basic_shares_outstanding * `weighted_average_diluted_shares_outstanding` - weighted_average_diluted_shares_outstanding * `working_capital` - working_capital' MarketCap: type: object description: 'Serializer for a single market cap. Note: The market cap response includes TEV and shares outstanding.' properties: date: type: string format: date market_cap: type: string format: decimal pattern: ^-?\d{0,22}(?:\.\d{0,6})?$ tev: type: string format: decimal pattern: ^-?\d{0,22}(?:\.\d{0,6})?$ shares_outstanding: type: integer required: - date - market_cap - shares_outstanding - tev MarketCapsResponse: type: object description: Response fields for get_market_caps properties: currency: type: string nullable: true market_caps: type: array items: $ref: '#/components/schemas/MarketCap' errors: type: array items: type: string required: - currency - market_caps MergerInfo: type: object properties: timeline: type: array items: $ref: '#/components/schemas/MergerInfoTimeline' participants: $ref: '#/components/schemas/MergerInfoParticipants' consideration: allOf: - $ref: '#/components/schemas/MergerInfoConsideration' nullable: true required: - consideration - participants - timeline MergerInfoConsideration: type: object properties: currency_name: type: string current_calculated_gross_total_transaction_value: type: string format: decimal pattern: ^-?\d{0,22}(?:\.\d{0,6})?$ nullable: true current_calculated_implied_equity_value: type: string format: decimal pattern: ^-?\d{0,22}(?:\.\d{0,6})?$ nullable: true current_calculated_implied_enterprise_value: type: string format: decimal pattern: ^-?\d{0,22}(?:\.\d{0,6})?$ nullable: true details: type: array items: $ref: '#/components/schemas/MergerInfoConsiderationDetail' required: - details MergerInfoConsiderationDetail: type: object properties: scenario: type: string subtype: type: string cash_or_cash_equivalent_per_target_share_unit: type: string format: decimal pattern: ^-?\d{0,22}(?:\.\d{0,6})?$ nullable: true number_of_target_shares_sought: type: string format: decimal pattern: ^-?\d{0,22}(?:\.\d{0,6})?$ nullable: true current_calculated_gross_value_of_consideration: type: string format: decimal pattern: ^-?\d{0,22}(?:\.\d{0,6})?$ nullable: true MergerInfoParticipants: type: object properties: target: $ref: '#/components/schemas/TransactionInfoParticipant' buyers: type: array items: $ref: '#/components/schemas/TransactionInfoParticipant' sellers: type: array items: $ref: '#/components/schemas/TransactionInfoParticipant' required: - buyers - sellers - target MergerInfoTimeline: type: object properties: status: type: string date: type: string format: date required: - date - status MergerResponse: type: object properties: transaction_id: type: integer merger_title: type: string closed_date: type: string format: date nullable: true required: - merger_title - transaction_id MergersResponse: type: object properties: target: type: array items: $ref: '#/components/schemas/MergerResponse' title: target_company_mergers buyer: type: array items: $ref: '#/components/schemas/MergerResponse' title: buyer_company_mergers seller: type: array items: $ref: '#/components/schemas/MergerResponse' title: seller_company_mergers required: - buyer - seller - target Now: type: object properties: current_year: type: integer current_quarter: type: integer current_month: type: integer current_date: type: string format: date required: - current_date - current_month - current_quarter - current_year NullEnum: enum: - null Period: type: object properties: period_end_date: type: string format: date num_months: type: integer nullable: true line_item: $ref: '#/components/schemas/LineItem' required: - line_item - num_months - period_end_date PeriodTypeBe5Enum: enum: - annual - quarterly - ytd - ltm type: string description: '* `annual` - annual * `quarterly` - quarterly * `ytd` - ytd * `ltm` - ltm' PermissionsResponse: type: object description: Response fields for get_permissions properties: permissions: type: array items: type: string required: - permissions Prices: type: object description: Response fields a single price properties: date: type: string open: type: string format: decimal pattern: ^-?\d{0,22}(?:\.\d{0,6})?$ high: type: string format: decimal pattern: ^-?\d{0,22}(?:\.\d{0,6})?$ low: type: string format: decimal pattern: ^-?\d{0,22}(?:\.\d{0,6})?$ close: type: string format: decimal pattern: ^-?\d{0,22}(?:\.\d{0,6})?$ volume: type: string format: decimal pattern: ^-?\d{0,19}(?:\.\d{0,0})?$ required: - close - date - high - low - open - volume PricesResponse: type: object description: Response fields for get_prices properties: currency: type: string prices: type: array items: $ref: '#/components/schemas/Prices' errors: type: array items: type: string required: - currency - prices PrimarySecurityResponse: type: object description: Response fields for get_primary_security properties: primary_security: type: integer required: - primary_security PrimaryTradingItemResponse: type: object description: Response fields for get_primary_trading_item properties: primary_trading_item: type: integer required: - primary_trading_item Quarterly: type: object properties: latest_quarter: type: integer latest_year: type: integer required: - latest_quarter - latest_year RawTranscriptResponse: type: object description: Response fields for get_raw_transcript. properties: transcript: type: string required: - transcript RefreshToken: type: object properties: refresh_token: type: string required: - refresh_token RoundOfFunding: type: object properties: transaction_id: type: integer funding_round_notes: type: string closed_date: type: string format: date nullable: true funding_type: type: string required: - funding_round_notes - funding_type - transaction_id RoundOfFundingInfo: type: object properties: timeline: $ref: '#/components/schemas/RoundOfFundingInfoTimeline' participants: $ref: '#/components/schemas/RoundOfFundingInfoParticipants' transaction: $ref: '#/components/schemas/RoundOfFundingInfoTransaction' security: $ref: '#/components/schemas/RoundOfFundingInfoSecurity' required: - participants - security - timeline - transaction RoundOfFundingInfoParticipant: type: object properties: company_id: type: integer company_name: type: string lead_investor: type: boolean investment_value: type: string format: decimal pattern: ^-?\d{0,30}(?:\.\d{0,8})?$ currency: type: string nullable: true description: Currency of the investment value ownership_percentage_pre: type: string format: decimal pattern: ^-?\d{0,6}(?:\.\d{0,4})?$ nullable: true description: Ownership percentage before the transaction ownership_percentage_post: type: string format: decimal pattern: ^-?\d{0,6}(?:\.\d{0,4})?$ nullable: true description: Ownership percentage after the transaction board_seat_granted: type: boolean nullable: true description: Whether a board seat was granted to this investor required: - company_id - company_name RoundOfFundingInfoParticipants: type: object properties: target: $ref: '#/components/schemas/TransactionInfoParticipant' investors: type: array items: $ref: '#/components/schemas/RoundOfFundingInfoParticipant' required: - investors - target RoundOfFundingInfoSecurity: type: object properties: dividend_per_share: type: string format: decimal pattern: ^-?\d{0,30}(?:\.\d{0,8})?$ annualized_dividend_rate: type: string format: decimal pattern: ^-?\d{0,30}(?:\.\d{0,8})?$ seniority_level: type: string coupon_type: type: string funding_convertible_type: type: string security_description: type: string class_series_tranche: type: string RoundOfFundingInfoTimeline: type: object properties: announced_date: type: string format: date nullable: true closed_date: type: string format: date nullable: true RoundOfFundingInfoTransaction: type: object properties: funding_type: type: string amount_offered: type: string format: decimal pattern: ^-?\d{0,30}(?:\.\d{0,8})?$ currency: type: string legal_fees: type: string format: decimal pattern: ^-?\d{0,30}(?:\.\d{0,8})?$ other_fees: type: string format: decimal pattern: ^-?\d{0,30}(?:\.\d{0,8})?$ initial_gross_amount_offered: type: string format: decimal pattern: ^-?\d{0,30}(?:\.\d{0,8})?$ offering_size_change: type: string upsized_amount: type: string format: decimal pattern: ^-?\d{0,30}(?:\.\d{0,8})?$ upsized_amount_percent: type: string format: decimal pattern: ^-?\d{0,30}(?:\.\d{0,8})?$ title: upsized_amount_ercent pre_money_valuation: type: string format: decimal pattern: ^-?\d{0,30}(?:\.\d{0,8})?$ post_money_valuation: type: string format: decimal pattern: ^-?\d{0,30}(?:\.\d{0,8})?$ aggregate_amount_raised: type: string format: decimal pattern: ^-?\d{0,30}(?:\.\d{0,8})?$ liquidation_preference: type: string anti_dilution_method: type: string liquidation_price: type: string format: decimal pattern: ^-?\d{0,30}(?:\.\d{0,8})?$ option_pool: type: string format: decimal pattern: ^-?\d{0,30}(?:\.\d{0,8})?$ participating_preferred_cap: type: string format: decimal pattern: ^-?\d{0,30}(?:\.\d{0,8})?$ liquidation_preference_multiple: type: string format: decimal pattern: ^-?\d{0,30}(?:\.\d{0,8})?$ use_of_proceeds: type: string pre_deal_situation: type: string redemption: type: string cumulative_dividends: type: string reorganization: type: string pay_to_play: type: string pay_to_play_penalties: type: string RoundsOfFunding: type: object properties: rounds_of_funding: type: array items: $ref: '#/components/schemas/RoundOfFunding' required: - rounds_of_funding SecuritiesListResponse: type: object description: Response fields for get_securities properties: securities: type: array items: type: integer title: security_id required: - securities SegmentTypeEnum: enum: - business - geographic type: string description: '* `business` - business * `geographic` - geographic' SegmentsCurrencyResponse: type: object properties: currency: type: string nullable: true periods: type: object additionalProperties: $ref: '#/components/schemas/Period' required: - currency - periods SegmentsRequest: type: object description: Request fields for post_segments properties: segment_type: nullable: true oneOf: - $ref: '#/components/schemas/SegmentTypeEnum' - $ref: '#/components/schemas/NullEnum' period_type: nullable: true oneOf: - $ref: '#/components/schemas/PeriodTypeBe5Enum' - $ref: '#/components/schemas/NullEnum' company_ids: type: array items: type: integer minItems: 1 start_year: type: integer maximum: 9999 minimum: 1000 nullable: true end_year: type: integer maximum: 9999 minimum: 1000 nullable: true start_quarter: nullable: true oneOf: - $ref: '#/components/schemas/StartQuarterEnum' - $ref: '#/components/schemas/NullEnum' end_quarter: nullable: true oneOf: - $ref: '#/components/schemas/EndQuarterEnum' - $ref: '#/components/schemas/NullEnum' calendar_type: nullable: true oneOf: - $ref: '#/components/schemas/CalendarTypeEnum' - $ref: '#/components/schemas/NullEnum' num_periods: type: integer maximum: 99 minimum: 1 nullable: true num_periods_back: type: integer maximum: 99 minimum: 0 nullable: true required: - company_ids SegmentsResponse: type: object properties: results: type: object additionalProperties: $ref: '#/components/schemas/SegmentsCurrencyResponse' errors: type: object additionalProperties: type: string title: error required: - errors - results StartQuarterEnum: enum: - 1 - 2 - 3 - 4 type: integer description: '* `1` - 1 * `2` - 2 * `3` - 3 * `4` - 4' StatementTypeEnum: enum: - balance_sheet - bs - cash_flow - cashflow - cf - income_statement - income_stmt - is type: string description: '* `balance_sheet` - balance_sheet * `bs` - bs * `cash_flow` - cash_flow * `cashflow` - cashflow * `cf` - cf * `income_statement` - income_statement * `income_stmt` - income_stmt * `is` - is' TickerListResponse: type: object description: Response fields for get_tickers_by_simple_industry properties: tickers: type: array items: $ref: '#/components/schemas/IdentificationTripleResponse' required: - tickers TickerRelationshipResponse: type: object description: Response fields for get_relationships properties: current: type: array items: $ref: '#/components/schemas/IdentificationTripleResponse' previous: type: array items: $ref: '#/components/schemas/IdentificationTripleResponse' required: - current - previous TradingItemListResponse: type: object description: Response fields for get_trading_item_by_exchange_code, get_trading_items properties: trading_items: type: array items: type: integer title: trading_item_id required: - trading_items TransactionInfoParticipant: type: object properties: company_id: type: integer company_name: type: string required: - company_id - company_name TranscriptEntry: type: object description: Serializer for individual transcript entries. properties: component_type: type: string person_name: type: string maxLength: 255 text: type: string maxLength: 255 required: - component_type - person_name - text TranscriptResponse: type: object description: Response fields for get_transcript. properties: transcript: type: array items: $ref: '#/components/schemas/TranscriptEntry' required: - transcript UnifiedIdentificationTripleRequest: type: object description: Request fields for unified_identification_triple properties: identifiers: type: array items: type: string maxLength: 255 description: List of identifiers to resolve (can include ISINs, CUSIPs, company names, company IDs, tickers, or company names) maxItems: 100 minItems: 1 required: - identifiers UnifiedIdentificationTripleResponse: type: object description: 'Response fields for unified_identification_triple. Maps identifiers to either identification triples or error messages.' properties: data: type: object additionalProperties: $ref: '#/components/schemas/IdentificationTripleWithCompanyInfoOrError' readOnly: true required: - data securitySchemes: Kensho_JWT_Auth: type: http scheme: bearer bearerFormat: JWT cookieAuth: type: apiKey in: cookie name: sessionid servers: - url: https://kfinance.kensho.com