/api/v1/financials/snapshotGet 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.
Why use this
Common use case
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
| Name | In | Required | Default | Allowed | Description | Example |
|---|---|---|---|---|---|---|
| ticker | query | required | — | — | Stock ticker symbol (canonical hyphen form). Returns 404 on tickers without XBRL coverage; gate via `/api/v1/financials/tickers`. | AAPL |
| period | query | optional | TTM | — | Period 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
| Field | Type | Nullable | Description |
|---|---|---|---|
| data.company | string | no | Company name (Title Case from EDGAR's company-tickers.json). |
| data.ticker | string | no | Issuer ticker echoed back (canonical hyphen form). |
| data.cik | string | no | Issuer 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.period | string | no | Echoed back: `TTM` or `Q`. |
| data.period_end | string | no | ISO `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.sector | string | yes | Sharadar sector classification (e.g. `Technology`, `Healthcare`, `Financial Services`). Null when ticker is unmapped in Sharadar (private CUSIPs, recent IPOs, foreign issuers without ADRs). |
| data.industry | string | yes | Sharadar industry classification (more specific than sector). Null when unmapped. Em-dash characters preserved verbatim from Sharadar. |
| data.cash_runway_status | string | yes | Tiered 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.metrics | object | no | Income-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.ratios | object | no | Derived 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.profitability | object | no | Profitability 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.leverage | object | no | Leverage 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.liquidity | object | no | Liquidity 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_share | object | no | Per-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.growth | object | no | Growth 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
| Status | Label | Description |
|---|---|---|
| 200 | OK | Request succeeded. |
| 400 | Bad Request | Invalid query, body, or path parameter. |
| 401 | Unauthorized | Missing or invalid Authorization header / api_Token. |
| 402 | Payment Required | Insufficient token balance for this call. Top up |
| 429 | Too Many Requests | Rate limit exceeded for your tier (see /pricing for tier limits). Tier limits |
| 500 | Server Error | Unexpected 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).