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/api/v1/financials/snapshot

Get snapshot with all metrics and ratios grouped by category.

Get snapshot with all metrics and ratios grouped by category. Supports TTM (default) or latest quarter.

5 tokensSince v3.4.0

Why use this

Single-call summary of a company's current financial position.

Common use case

Company overview cards, financial health dashboards, screening criteria.

Single-call summary of a company's current financial position — combines all primitives from /financials/metrics and all ratios from /financials/ratios into one nested envelope, grouped by category. The right entry point for: company-overview cards, ticker-page financial-health summary widgets, and pre-screening before drilling into time series. The TTM (default) basis smooths quarterly seasonality and is comparable across issuers regardless of fiscal-year-end alignment; the Q basis returns the latest quarterly point-in-time view. Cross-link to /api/v1/tickers/{ticker}/overview for the market-data sibling (price, market cap, beta, short-interest), to /api/v1/financials/screen to find peers matching this issuer's ratio profile, and to /api/v1/insiders/by-cik for the Form 4 insider-activity sibling on the same CIK.

Parameters

NameInRequiredDefaultAllowedDescriptionExample
tickerqueryrequiredStock ticker symbol (canonical hyphen form). Returns 404 on tickers without XBRL coverage; gate via `/api/v1/financials/tickers`.AAPL
periodqueryoptionalTTMPeriod basis: `TTM` (trailing-twelve-month rolling — default; smooths quarterly seasonality, comparable across issuers) or `Q` (latest quarterly point-in-time — useful when you specifically want the most-recent fiscal quarter's results, not a smoothed view). For company-overview cards default to `TTM`; for earnings-watch dashboards use `Q`.TTM

Response schema

FieldTypeNullableDescription
data.companystringnoCompany name (Title Case from EDGAR's company-tickers.json).
data.tickerstringnoIssuer ticker echoed back (canonical hyphen form).
data.cikstringnoIssuer CIK in 10-char zero-padded form (e.g. `0000320193`). Useful as join key against the SEC ownership endpoints (13D/G/F surface) and Insider Form 4 transactions.
data.periodstringnoEchoed back: `TTM` or `Q`.
data.period_endstringnoISO `YYYY-MM-DD` fiscal-period-end date for the most-recent fiscal quarter (the right boundary of the TTM window when `period=TTM`). Non-calendar fiscal-year-end-aware.
data.sectorstringyesSharadar sector classification (e.g. `Technology`, `Healthcare`, `Financial Services`). Null when ticker is unmapped in Sharadar (private CUSIPs, recent IPOs, foreign issuers without ADRs).
data.industrystringyesSharadar industry classification (more specific than sector). Null when unmapped. Em-dash characters preserved verbatim from Sharadar.
data.cash_runway_statusstringyesTiered cash-runway label. Values: `cash_generating` (FCF-positive — no runway concept), `healthy` (>24 months runway at current burn), `moderate` (12-24 months), `caution` (6-12 months), `critical` (<6 months). Surfaced at top-level for company-overview-card prominence.
data.metricsobjectnoIncome-statement + balance-sheet + cash-flow primitives — TTM totals (sum of last 4 quarterly DURATION facts) for income/cash-flow items; INSTANT (point-in-time at `period_end`) for balance-sheet items. Includes: `revenue`, `net_income`, `operating_income`, `free_cash_flow`, `total_assets`, `total_equity`, `total_debt`, `cash_and_equivalents`, `shares_outstanding`. All USD. See [/financials/metrics](/docs/company-data/company-financials-xbrl/get-financials-metrics) for full per-period time series.
data.ratiosobjectnoDerived ratios grouped by category. Sub-objects: `profitability` (gross/operating/net margins + ROE/ROA/ROIC), `leverage` (debt-to-equity, debt-to-assets, interest_coverage), `liquidity` (current/quick ratios), `per_share` (eps_diluted_ttm, book_value_per_share, free_cash_flow_per_share), `growth` (revenue_growth_yoy, eps_growth_yoy). All ratios are decimals (`0.473` = 47.3%). Per-share metrics are USD/share. NOT split-adjusted server-side.
data.ratios.profitabilityobjectnoProfitability sub-object: `gross_margin`, `operating_margin`, `net_margin` (each = matching DURATION-on-DURATION ratio), `roe`, `roa`, `roic` (each computed with AVERAGED balance-sheet denominators per v3.7.2 DO-parity fix). Decimal values.
data.ratios.leverageobjectnoLeverage sub-object: `debt_to_equity`, `debt_to_assets` (both INSTANT-on-INSTANT at `period_end`), `interest_coverage` (TTM EBIT / TTM interest expense — null when interest expense is zero). Decimals.
data.ratios.liquidityobjectnoLiquidity sub-object: `current_ratio` (current assets / current liabilities), `quick_ratio` ((current assets - inventory) / current liabilities). Both INSTANT-on-INSTANT. AAPL routinely runs current_ratio < 1.0 with no liquidity issue — interpret in context (mature large-caps with negative working-capital cycles can run sub-1.0 indefinitely).
data.ratios.per_shareobjectnoPer-share sub-object (USD/share): `eps_diluted_ttm` (sum of last 4 quarters' diluted EPS), `book_value_per_share` (total_equity / shares_outstanding), `free_cash_flow_per_share` (TTM FCF / shares_outstanding). NOT split-adjusted server-side — for split-adjusted historical view use [/api/v1/tickers/{ticker}/overview](/docs/company-data/ticker-research/get-tickers-ticker-overview).
data.ratios.growthobjectnoGrowth sub-object (decimals): `revenue_growth_yoy` (YoY revenue growth = `(current_period_rev / prior_year_same_period_rev) - 1`), `eps_growth_yoy` (same shape on diluted EPS). Null when prior-year baseline is zero/negative (division undefined).

Sample response

·
  • "status": "success"
  • "data":
    • "company": "Apple Inc."
    • "ticker": "AAPL"
    • "cik": "0000320193"
    • "period": "TTM"
    • "period_end": "2025-09-27"
    • "sector": "Technology"
    • "industry": "Consumer Electronics"
    • "cash_runway_status": "cash_generating"
    • "metrics":
    • "ratios":
    }
}

Errors

StatusLabelDescription
200OKRequest succeeded.
400Bad RequestInvalid query, body, or path parameter.
401UnauthorizedMissing or invalid Authorization header / api_Token.
402Payment RequiredInsufficient token balance for this call. Top up
429Too Many RequestsRate limit exceeded for your tier (see /pricing for tier limits). Tier limits
500Server ErrorUnexpected server-side failure. Retry with backoff; report if persistent.

Code samples

curl "https://api.finradar.ai/api/v1/financials/snapshot?api_Token=YOUR_API_KEY" \
  -H "Authorization: Bearer YOUR_JWT_TOKEN"

Generate an API key in /account/credentials to run live queries (literal YOUR_API_KEY placeholder shown until then).