Fundamental Field Catalog

Every value that can be passed as concept in the fundamental leg is listed here.

Two families:

• Derived ratio keys (~34) — pre-computed snapshot metrics (PE, ROE, margins, leverage). Fastest path — no TTM aggregation needed.
• Statement fields (~209) — raw TTM dollar amounts from normalized financial statements, all in USD.

:::tip Search this page Use Ctrl/Cmd + F to find any field. Or pass any phrase to POST /v1/financials/find — it accepts any language and returns the canonical key. :::

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Derived ratio metrics

Pre-computed in mv_head_metrics. Use these for most screening — they are the fastest and cover 90% of use cases.

Valuation

Key	Aliases	Measures	Scale
pe	price_to_earnings	Price / trailing EPS (TTM)	multiple — below 15
normalized_pe	—	Price / normalized income (strips one-time items)	multiple
pb	price_to_book	Price / book value per share	multiple — below 1
ev_ebitda	ev_to_ebitda	Enterprise value / EBITDA	multiple — below 10
dividend_yield	—	Annual dividend / price	fraction — above 0.03 = >3%
fcf_yield	—	Free cash flow / market cap	fraction
mcap	market_cap, market_cap_usd	Market capitalization (USD)	absolute — above 1000000000 = >$1B

Profitability margins

All margins are fractions (0–1). Threshold 0.2 = 20%. Thresholds ≥ 1.0 are auto-rescaled — 30 → 0.30.

Key	Measures
gross_margin	Gross profit / revenue
operating_margin	Operating income / revenue
net_margin	Net income / revenue
ebitda_margin	EBITDA / revenue
fcf_margin	Free cash flow / revenue

Return metrics

All fractions. Threshold 0.15 = 15%.

Key	Aliases	Measures
roe	return_on_equity	Net income / average equity
roa	return_on_assets	Net income / average total assets
roic	—	NOPAT / (average debt + average equity)

Leverage & coverage

Key	Aliases	Measures	Typical healthy range
debt_to_equity	de	Total debt / shareholders equity	below 1×
debt_to_ebitda	—	Total debt / EBITDA	below 3×
net_debt_ebitda	net_debt_to_ebitda	Net debt / EBITDA. Negative = net cash.	below 2×
interest_coverage	—	EBIT / interest expense	above 3×
ebitda_interest_coverage	—	EBITDA / interest expense	above 5×

Liquidity

Key	Aliases	Measures	Typical healthy range
current_ratio	—	Current assets / current liabilities	above 1.5
quick_ratio	acid_test	(Current assets − inventory) / current liabilities	above 1

Efficiency & working capital

All days-based metrics are in calendar days.

Key	Aliases	Measures
asset_turnover	—	Revenue / average assets (turns/year)
dio	—	Days inventory outstanding
dso	—	Days sales outstanding
dpo	—	Days payable outstanding
cash_conversion_cycle	ccc	DIO + DSO − DPO
capex_to_revenue	—	Capex as a fraction of revenue
capex_to_da	capex_da	Capex / D&A (investment intensity)
fcf_conversion	—	FCF / net income (earnings quality)
accruals_ocf_ni	—	Operating cash flow / net income (accruals quality)

Dividend & payout

Key	Aliases	Measures
dividend_payout	payout_ratio	Dividends paid / net income
dividend_yield	—	Annual dividend / price
effective_tax_rate	—	Tax expense / pretax income

Growth rates

Use with consecutive_growth or compound_growth patterns.

Key	Measures
revenue_growth_yoy	Year-over-year revenue growth (latest annual)
net_income_growth_yoy	YoY net income growth
revenue	Use with consecutive_growth N=3 for a 3-year revenue growth streak
net_income	Use with consecutive_growth for profitability growth
ebitda	Use with consecutive_growth for EBITDA growth streak
fcf	Use with consecutive_growth for FCF growth streak
eps	Use with consecutive_growth for EPS growth streak

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Income statement fields

All amounts are TTM (trailing twelve months), normalized to USD. ★ = frequently used core field.

Main income fields

Key	Label	Accepted also as
revenue ★	Revenue	total_revenue, operating_revenue, "sales", "turnover", "top line", "net sales"
cost_of_revenue	Cost of revenue	cogs, "cost of goods sold", "cost of services", "cost of sales"
gross_profit ★	Gross profit	"gross income", "gross earnings"
operating_expense	Operating expenses	opex, "total operating expenses", "operating overhead"
total_expenses	Total expenses (incl. COGS)	—
sga	SG&A	"selling general and administrative", "sg and a"
general_administrative	General & administrative	"admin expenses", "g and a"
selling_marketing	Selling & marketing	"sales and marketing", "marketing expense", "go to market spend"
rnd	R&D	"research and development", "r and d", "product development", "research spend"
operating_income ★	Operating income	"operating profit", "profit from operations", "EBIT operating"
ebit	EBIT	"earnings before interest and taxes", "earnings before interest and tax"
ebitda	EBITDA	"earnings before interest tax depreciation amortization", "cash operating profit"
interest_expense ★	Interest expense	"finance costs", "borrowing cost", "interest charges", "interest on debt"
interest_income	Interest income	"interest earned", "finance income", "interest received"
pretax_income	Pretax income	"income before tax", "profit before tax", "PBT", "EBT"
tax	Income tax	"tax provision", "income tax expense", "tax expense", "corporate tax"
net_income ★	Net income	"net profit", "bottom line", "earnings", "PAT", "profit for the year"
eps_diluted	EPS (diluted)	eps, "earnings per share", "diluted earnings per share"
eps_basic	EPS (basic)	"basic earnings per share", "basic EPS"
dividend_per_share	Dividend per share	dps, "distribution per share"
minority_interest	Minority interest (NCI)	"noncontrolling interest", "non controlling interest", "NCI in earnings"
preferred_dividends	Preferred dividends	"preference dividends", "preferred stock dividends"
normalized_income ★	Normalized income	Yahoo NormalizedIncome — strips unusual items from net income
normalized_ebitda ★	Normalized EBITDA	"adjusted EBITDA"
other_income_expense ★	Other income/expense (net)	—
total_unusual_items ★	Total unusual items	—
basic_average_shares ★	Basic average shares outstanding	—
diluted_average_shares ★	Diluted average shares outstanding	—
earnings_from_equity_interest ★	Earnings from equity interest	—
net_income_common_stockholders ★	Net income to common stockholders	—

Banking sector income

Return null for non-banks.

Key	Label	Accepted also as
net_interest_income	Net interest income	nii, "net interest revenue", "interest margin income"
non_interest_income	Non-interest income	"fee income", "noninterest income", "non lending revenue"
non_interest_expense	Non-interest expense	"overhead bank", "operating expense bank", "noninterest expense"
credit_loss_provision	Provision for credit losses	"loan loss provision", "bad debt provision", "impairment provision"

Insurance sector income

Return null for non-insurers.

Key	Label	Accepted also as
premiums_earned	Premiums earned	"earned premiums", "net earned premiums", "premium income"
net_premiums_written	Net premiums written	"net written premiums", npw
gross_premiums_written	Gross premiums written	"gross written premiums", gpw
policyholder_benefits	Policyholder benefits & claims	"claims incurred", "losses and benefits", "insurance claims paid"
loss_adjustment_expense	Loss adjustment expense	lae, "claims adjustment expense"
net_investment_income	Net investment income	"investment income", "investment yield income"
realized_investment_gains	Realized investment gains/losses	"net realized gains", "realized gains on investments"
insurance_claims	Insurance & claims	"insurance expense and claims"

Financial services income

Key	Label	Accepted also as
fees_commissions	Fees & commissions	"fee and commission income", "commission income"

Additional income fields — 24 granular breakdown items

Key	Label
depreciation_amortization_depletion_income_statement	Depreciation, amortization & depletion (income statement)
depreciation_and_amortization_in_income_statement	Depreciation & amortization (income statement)
gain_on_sale_of_business	Gain on sale of business
gain_on_sale_of_security	Gain on sale of security
impairment_of_capital_assets	Impairment of capital assets
interest_income_non_operating	Interest income (non-operating)
net_income_continuous_operations	Net income – continuing operations
net_income_from_continuing_and_discontinued_operation	Net income – continuing & discontinued
net_income_from_continuing_operation_net_minority_interest	Net income – continuing ops net of minority
net_income_including_noncontrolling_interests	Net income incl. non-controlling interests
net_non_operating_interest_income_expense	Net non-operating interest income/expense
other_non_operating_income_expenses	Other non-operating income/expenses
other_operating_expenses	Other operating expenses
reconciled_cost_of_revenue	Reconciled cost of revenue
rent_and_landing_fees	Rent & landing fees (airlines, transport)
rent_expense_supplemental	Rent expense (supplemental)
restructuring_and_mergern_acquisition	Restructuring & M&A charges
salaries_and_wages	Salaries & wages
special_income_charges	Special income/charges (one-time)
tax_effect_of_unusual_items	Tax effect of unusual items
tax_rate_for_calcs	Effective tax rate (for internal calculations)
total_operating_income_as_reported	Total operating income as reported
total_unusual_items_excluding_goodwill	Total unusual items excl. goodwill
write_off	Write-off

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Balance sheet fields

★ = core field frequently used in screening.

Main balance fields

Key	Label	Accepted also as
total_assets ★	Total assets	"assets", "total asset base"
current_assets ★	Current assets	"total current assets", "short term assets"
cash ★	Cash & equivalents	"cash and cash equivalents", "cash on hand", "cash reserves"
cash_and_st_investments	Cash & short-term investments	"liquid assets", "cash cash equivalents and short term investments"
short_term_investments	Short-term investments	"marketable securities", "current investments"
inventory ★	Inventory	"inventories", "stock on hand", "merchandise"
receivables ★	Receivables	"accounts receivable", "trade receivables", "debtors", "trade debtors"
net_ppe	Net PP&E	"property plant equipment", "fixed assets", "net fixed assets"
gross_ppe	Gross PP&E	"gross property plant and equipment", "gross fixed assets"
goodwill	Goodwill	—
intangibles	Intangible assets	"other intangible assets", "intangible fixed assets"
goodwill_and_intangibles	Goodwill & intangibles (combined)	—
total_liabilities ★	Total liabilities	"liabilities", "total liability"
current_liabilities ★	Current liabilities	"total current liabilities", "short term liabilities"
accounts_payable	Accounts payable	"payables", "trade payables", "creditors", "trade creditors"
current_debt	Short-term debt	"short term borrowings", "current portion of long term debt", "notes payable"
long_term_debt	Long-term debt	"long term borrowings", "LTD", "bonds and loans due after one year"
total_debt ★	Total debt	"gross debt", "total borrowings", "interest bearing debt"
total_equity ★	Total equity	"shareholders equity", "book value", "net worth", "owners equity"
net_debt ★	Net debt	Negative = net cash position
retained_earnings	Retained earnings	"accumulated earnings", "reserves and surplus", "undistributed profits"
shares_outstanding	Shares outstanding	"share count", "issued shares", "ordinary shares"
working_capital	Working capital	"net working capital"
tangible_book_value	Tangible book value	"tangible net worth", "tangible equity", "tangible book"
deferred_revenue	Deferred revenue	"unearned revenue", "contract liabilities", "unearned income"
common_stock_equity ★	Common stock equity	—
invested_capital ★	Invested capital	—
total_capitalization ★	Total capitalization	—
total_equity_gross_minority_interest ★	Total equity incl. minority interest	—
total_non_current_assets ★	Total non-current assets	—
total_non_current_liabilities_net_minority_interest ★	Total non-current liabilities	—

Banking sector balance

Return null for non-banks.

Key	Label	Accepted also as
deposits	Total deposits	"customer deposits", "deposit liabilities", "bank deposits"
gross_loans	Gross loans	"loan book", "total loans", "advances", "loans before provisions"
net_loans	Net loans	"loans receivable", "net loans and advances", "loans net of provisions"
loan_loss_allowance	Loan-loss allowance	"allowance for loan losses", "allowance for credit losses", "reserve for bad loans"

Insurance & financial services balance

Key	Label	Sector	Accepted also as
trading_securities	Trading securities	financial	"trading assets"
afs_securities	Available-for-sale securities	financial	"AFS securities", "investment securities"
financial_assets	Financial assets	financial	—
total_investments	Total investments	insurance	"investment portfolio", "invested assets"
future_policy_benefits	Future policy benefits (reserves)	insurance	"policy reserves", "insurance reserves", "loss reserves"
deferred_acquisition_costs	Deferred acquisition costs	insurance	dac, "deferred policy acquisition costs"
separate_account_assets	Separate-account assets	insurance	"segregated funds"
policyholder_funds	Policyholder funds	insurance	"policyholder account balances"

Additional balance sheet fields — 39 granular breakdown items

Key	Label
accumulated_depreciation	Accumulated depreciation
additional_paid_in_capital	Additional paid-in capital (APIC)
buildings_and_improvements	Buildings & improvements
capital_lease_obligations	Capital lease obligations
capital_stock	Capital stock (par value)
common_stock	Common stock
construction_in_progress	Construction in progress
current_accrued_expenses	Current accrued expenses
current_capital_lease_obligation	Current capital lease obligation
current_deferred_liabilities	Current deferred liabilities
dividends_payable	Dividends payable
gains_losses_not_affecting_retained_earnings	AOCI (accumulated other comprehensive income)
investments_and_advances	Investments & advances
investments_in_other_ventures_under_equity_method	Investments in other ventures (equity method)
land_and_improvements	Land & improvements
leases	Leases (PP&E component)
long_term_capital_lease_obligation	Long-term capital lease obligation
long_term_equity_investment	Long-term equity investment
machinery_furniture_equipment	Machinery, furniture & equipment
net_tangible_assets	Net tangible assets
non_current_accrued_expenses	Non-current accrued expenses
non_current_deferred_liabilities	Non-current deferred liabilities
non_current_deferred_taxes_liabilities	Non-current deferred tax liabilities
non_current_note_receivables	Non-current notes receivable
non_current_prepaid_assets	Non-current prepaid assets
notes_receivable	Notes receivable
other_current_assets	Other current assets
other_current_borrowings	Other current borrowings
other_current_liabilities	Other current liabilities
other_equity_adjustments	Other equity adjustments
other_non_current_assets	Other non-current assets
other_non_current_liabilities	Other non-current liabilities
other_payable	Other payable
other_properties	Other properties (PP&E)
payables_and_accrued_expenses	Payables & accrued expenses (combined)
prepaid_assets	Prepaid assets
properties	Properties (PP&E component)
restricted_cash	Restricted cash
share_issued	Shares issued

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Cash flow statement fields

All amounts are TTM (trailing twelve months), normalized to USD. ★ = core field.

Main cash flow fields

Key	Label	Accepted also as
operating_cash_flow ★	Operating cash flow	ocf, cfo, "cash from operations", "cash generated from operations"
free_cash_flow ★	Free cash flow	fcf, "levered free cash flow"
capex ★	Capital expenditure	capital_expenditure, "capex", "purchase of fixed assets", "additions to PPE"
investing_cash_flow	Investing cash flow	"cash from investing", "net cash used in investing"
financing_cash_flow	Financing cash flow	"cash from financing", "net cash from financing"
depreciation_amortization	Depreciation & amortization	da, "D&A", "depreciation charge", "wear and tear"
stock_comp	Stock-based compensation	sbc, "share based compensation", "equity compensation"
dividends_paid	Dividends paid	"cash dividends paid", "distributions paid", "dividend payments"
buybacks	Share buybacks	repurchase_of_capital_stock, "share repurchase", "treasury stock purchase"
net_stock_issuance	Net stock issuance	"net share issuance", "net equity issuance"
debt_issuance	Debt issuance	"proceeds from debt", "borrowings raised", "new debt raised"
debt_repayment	Debt repayment	"debt repaid", "principal repayment", "debt paydown"
change_in_working_capital	Change in working capital	"working capital change", "movement in working capital"
change_in_receivables	Change in receivables	"increase in receivables", "movement in debtors"
change_in_inventory	Change in inventory	"increase in inventory", "movement in stock"
deferred_tax	Deferred income tax	"deferred tax", "deferred taxes"
beginning_cash_position ★	Beginning cash position	—
end_cash_position ★	End cash position	—
changes_in_cash ★	Net change in cash	—

Additional cash flow fields — 41 granular breakdown items

Key	Label
asset_impairment_charge	Asset impairment charge
cash_flow_from_continuing_financing_activities	Cash flow – continuing financing activities
cash_flow_from_continuing_investing_activities	Cash flow – continuing investing activities
change_in_account_payable	Change in accounts payable
change_in_accrued_expense	Change in accrued expenses
change_in_other_current_liabilities	Change in other current liabilities
change_in_other_working_capital	Change in other working capital
change_in_payable	Change in payable
change_in_payables_and_accrued_expense	Change in payables & accrued expenses
change_in_prepaid_assets	Change in prepaid assets
common_stock_dividend_paid	Common stock dividend paid
common_stock_issuance	Common stock issuance
common_stock_payments	Common stock payments (buybacks)
dividend_received_cfo	Dividend received (operating activities)
earnings_losses_from_equity_investments	Earnings/losses from equity investments
gain_loss_on_investment_securities	Gain/loss on investment securities
gain_loss_on_sale_of_business	Gain/loss on sale of business
gain_loss_on_sale_of_ppe	Gain/loss on sale of PP&E
income_tax_paid_supplemental_data	Income tax paid (supplemental)
interest_paid_supplemental_data	Interest paid (supplemental)
issuance_of_capital_stock	Issuance of capital stock
long_term_debt_issuance	Long-term debt issuance
long_term_debt_payments	Long-term debt payments
net_business_purchase_and_sale	Net business purchase and sale
net_income_from_continuing_operations	Net income from continuing operations (CF)
net_investment_purchase_and_sale	Net investment purchase and sale
net_issuance_payments_of_debt	Net issuance/payments of debt
net_long_term_debt_issuance	Net long-term debt issuance
net_other_financing_charges	Net other financing charges
net_other_investing_changes	Net other investing changes
net_short_term_debt_issuance	Net short-term debt issuance
operating_gains_losses	Operating gains/losses
other_non_cash_items	Other non-cash items
purchase_of_business	Purchase of business (M&A)
purchase_of_investment	Purchase of investment
purchase_of_ppe	Purchase of PP&E (gross capex)
sale_of_business	Sale of business
sale_of_investment	Sale of investment
sale_of_ppe	Sale / disposal of PP&E
short_term_debt_payments	Short-term debt payments
unrealized_gain_loss_on_investment_securities	Unrealized gain/loss on investment securities

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Accounting identities

Understanding which fields sum to which helps avoid double-counting. These identities hold across GAAP and IFRS (strict = exact; approx = holds ± other line items):

Identity	Class
gross_profit = revenue − cost_of_revenue	strict
operating_income ≈ gross_profit − operating_expense	approx
net_income ≈ pretax_income − tax − minority_interest	approx
total_assets = total_liabilities + total_equity	strict
free_cash_flow = operating_cash_flow − |capex|	strict
tangible_book_value = total_equity − goodwill_and_intangibles	strict
cash_and_st_investments = cash + short_term_investments	strict
Bank only: revenue = net_interest_income + non_interest_income	strict

:::warning Common traps

• total_equity ≠ retained_earnings — treasury stock and AOCI often make retained earnings diverge significantly from equity.
• buybacks and net_stock_issuance overlap — net_stock_issuance already nets the buyback. Use one, never sum both.
• For insurers: policyholder_benefits and loss_adjustment_expense return the same dollar value from Yahoo — don't add them together. :::