Financial Highlights

Assess a company’s financial strength with data such as sales volumes, net worth, assets and liabilities

Requirements & Options

When requesting this D&B Direct product, a valid D-U-N-S Number for a company, its country code, and the appropriate product code will be required. If this information is not available, refer to obtaining a company D-U-N-S Number for assistance. A trade up option exists to request data for the headquarters when the requested organization is a branch.

When ordering information for organizations located in Germany, customers are required to provide a valid order reason code. A list of possible values is included on the respective SOAP or REST operation page.

NOTE: The product code for Financial Highlights is FIN_HGLT. This product may be included in the Monitoring process.

Business Elements

The following table is an alphabetical list of the unique items delivered in this data layer. Legend: [C] = may be included in a Custom Data product; [M] = may be referenced by the Monitoring process; [M+] = Monitored using an aggregate or attribute XPath.

NOTE: This product will return a set of standard elements (e.g. D-U-N-S Number, Organization Name, Trade Styles, Family Tree Role, Primary Address, Mailing Address, Telephone Number, Fax Number, et al.) along with the business elements listed. In addition, customers who compare the following table to the Data Primer should be advised of several intentional differences.

Name Description XML* JSON*
12 Month Dividend Growth Median - Industry Industry median for twelve month growth rates of dividends [C] SOAP REST
12 Month EPS Growth Median - Industry A percentage specifying the growth in the company’s diluted earnings per share (eps) on a percentage basis. [C] SOAP REST
12 Month Net Income Growth A percentage specifying the change compared to the prior year. [C] [M] SOAP REST
12 Month Net Income Growth Median - Industry A number specifying the latest 12-Month Net Income Growth Rate is the Annual Growth Rate of Net Income of Total Operations based on LTM data. [C] SOAP REST
12 Month Revenue Growth Median - Industry A number specifying the latest 12-Month Revenue Growth Rate is the Annual Growth Rate of Revenue based on Latest 12-month (LTM) data. [C] SOAP REST
36 Month Dividend Growth Median - Market Market Median for 36 month growth rates of dividends [C] SOAP REST
36 Month EPS Growth Median - Market A percentage specifying the growth in the company’s diluted earnings per share (eps). Morningstar calculates the annualized growth percentage based on the underlying diluted eps reported in the Income Statement within the company filings or reports." [C] SOAP REST
36 Month Net Income Growth - Firm Growth in net income reported for this entity between the reported annual figures. [C] [M] SOAP REST
36 Month Net Income Median - Market Market Median for 36 month growth rates of net income [C] SOAP REST
36 Month Revenue Growth Median - Market Market Median for 36 month growth rates of revenue [C] SOAP REST
60 Month Dividend Growth - Firm Growth in divident reported for this entity between the two reported annual figures. [C] SOAP REST
60 Month Revenue Growth - Firm Growth in revenue reported for this entity between the two reported annual figures. [C] SOAP REST
60 Months Dividend EPS Growth - Firm Growth in divident EPS reported for this entity between the two reported annual figures. [C] SOAP REST
Accountant Name Text recording the full name of the individual or organization who/which is employed to provide a professional service to the subject. [C] [M] SOAP REST
Annual Sales of Top Competitors A monetary figure representing the sales or gross revenue in millions (USD) for this competitor. [C] SOAP REST
Asset Turnover - Firm A number expressing proportionally what one or more of the business' financial figures is in relation to one or more of the business' other financial figures. This figure is an indicator used to evaluate the business' financial condition or risk. [C] SOAP REST
Asset Turnover Median - Industry A monetary figure of the amount of sales generated for every dollar's worth of assets. Revenue / Assets. [C] [M] SOAP REST
Asset Turnover Median - Market A monetary figure of the amount of sales generated for every dollar's worth of assets. Revenue / Assets. [C] [M] SOAP REST
Bank Loans A monetary figure representing an extension of credit, to a consumer or business, in the form of borrowed funds which has to be paid back with interest. [C] SOAP REST
Bank Name The name of the banking organization with whom the business subject maintains an account. [C] SOAP REST
Bears Say Bears say of the company [C] [M+] SOAP REST
Book Value Per Share - Firm A number expressing proportionally what one or more of the business' financial figures is in relation to one or more of the business' other financial figures. This figure is an indicator used to evaluate the business' financial condition or risk. [C] SOAP REST
Book Value per Share Median - Industry The middle in a range of ratios for an Industry which is a measure used by owners of common shares in a firm to determine the level of safety associated with each individual share after all debts are paid accordingly. (Total Shareholder Equity - Preferred [C] [M] SOAP REST
Book Value per Share Median - Market A measure used by owners of common shares in a firm to determine the level of safety associated with each individual share after all debts are paid accordingly. (Total Shareholder Equity - Preferred Equity) / Total Outstanding Shares. [C] [M] SOAP REST
Bulls Say Bulls say of the company [C] [M+] SOAP REST
Cash A monetary figure representing the sum of all money readily available. [C] SOAP REST
Cash and Liquid Assets A monetary figure representing the cash and assets that can be quickly converted to cash. [C] SOAP REST
Cash Flow per Share - Firm A number expressing proportionally what one or more of the business' financial figures is in relation to one or more of the business' other financial figures. This figure is an indicator used to evaluate the business' financial condition or risk. [C] SOAP REST
Cash Flow per Share Median - Industry The middle in a range of ratios for an Industry which is a measure of a firm's financial strength calculated by Cash Flow Per Share = (Operating Cash Flow – Preferred Dividends) / Common Shares Outstanding. [C] [M] SOAP REST
Cash Flow per Share Median - Market The middle in a range of ratios in a specific area of the world which measure firm's financial strength calculated by Cash Flow Per Share = (Operating Cash Flow – Preferred Dividends) / Common Shares Outstanding. [C] [M] SOAP REST
Cash Flow Statement Year The year of the cash flow statement data. [C] [M] SOAP REST
Competitor Company Name Text recording the Primary Company Name of the Competitor. [C] SOAP REST
Cost of goods sold A monetary figure specifying the sum of line items that which reflects the cost of obtaining raw materials and producing finished goods that are sold to consumers. [C] SOAP REST
Current Quarter Non Operating Expenses A monetary figure representing an expense incurred by activities not relating to the core operations of the business from the current quarter financial statement. [C] SOAP REST
Current Ratio Median - Industry The middle in a range of ratios in a specific Industry which measures a company's ability to pay short-term obligations. Calculation is Current Assets/Current Liabilities. [C] [M] SOAP REST
Current Ratio Median - Market The middle in a range of ratios in a specific area of the world which measures a company's ability to pay short-term obligations. Calculation is Current Assets/Current Liabilities. [C] [M] SOAP REST
Current Year Non Operating Expenses A monetary figure representing an expense incurred by activities not relating to the core operations of the business from the current annual financial statement. [C] SOAP REST
Days Cost of Goods Sold in Inventory - Firm A number expressing proportionally what one or more of the business' financial figures is in relation to one or more of the business' other financial figures. This figure is an indicator used to evaluate the business' financial condition or risk. [C] SOAP REST
Days Cost of Goods Sold in Inventory Median - Industry A measure of a company's performance that gives investors an idea of how long it takes a company to turn its inventory (including goods that are work in progress, if applicable) into sales. (Inventory/Cost of Sales) X 365. [C] [M] SOAP REST
Days Cost of Goods Sold in Inventory Median - Market A measure of a company's performance that gives investors an idea of how long it takes a company to turn its inventory (including goods that are work in progress, if applicable) into sales. (Inventory/Cost of Sales) X 365. [C] [M] SOAP REST
Days Sales Outstanding (DSO) - Firm A number expressing proportionally the relationship between outstanding receivables and credit account sales achieved over a given period. It is used to estimate the average collection period. [C] SOAP REST
Days Sales Outstanding (DSO) Median - Industry The middle in a range of ratios for an Industry measuring the average number of days that a company takes to collect revenue after a sale has been made. (Accounts Receivable/ Total Credit Sales) X Number of Days. [C] [M] SOAP REST
Days Sales Outstanding (DSO) Median - Market A measure of the average number of days that a company takes to collect revenue after a sale has been made. (Accounts Receivable/ Total Credit Sales) X Number of Days. [C] [M] SOAP REST
Deferred Credits A monetary figure representing income that is received by a business but not immediately reported as income. Typically, this is done on income that is not fully earned and, consequently, has yet to be matched with a related expense. [C] SOAP REST
Dividends Per Share - Firm A number expressing proportionally what one or more of the business' financial figures is in relation to one or more of the business' other financial figures. This figure is an indicator used to evaluate the business' financial condition or risk. [C] SOAP REST
Dividends per Share Median - Industry The middle in a range of ratios for an Industry which records the sum of declared dividends for every ordinary share issued. (Dividends - Special One Time Dividends)/ Shares Outstanding. [C] [M] SOAP REST
Dividends Per Share Median - Market The middle in a range of ratios in a specific area of the world which records the sum of declared dividends for every ordinary share issued. (Dividends - Special One Time Dividends)/ Shares Outstanding. [C] [M] SOAP REST
Effective Tax Rate Percentage A number expressing proportionally what one or more of the business' financial figures is in relation to one or more of the business' other financial figures. This figure is an indicator used to evaluate the business' financial condition or risk. [C] SOAP REST
Effective Tax Rate Percentage Median - Market A percentage specifying the average rate at which an individual or corporation is taxed. The effective tax rate for a corporation is the average rate at which its pre-tax profits are taxed. [C] [M] SOAP REST
Financial Statement Date The date when the accounting period ended. If the Reliability Code denotes the figures are projected (future) then this is the date when the accounting period will end. [C] [M] SOAP REST
Financial Statement Date The year of the cash flow statement data [C] [M] SOAP REST
Financial Statement Date (Statement Date) The date when the accounting period ended. If the Reliability Code denotes the figures are projected (future) then this is the date when the accounting period will end. [C] [M] SOAP REST
Fiscal Period The duration in time of the fiscal period [C] SOAP REST
Fiscal Period Reporting Date The date of the fiscal period reporting. If the Reliability Code denotes the figures are projected (future) then this is the date when the accounting period will end. [C] [M] SOAP REST
Fiscal Year End The month and date representing when a business' fiscal year ends [C] [M] SOAP REST
Fixed Assets A monetary figure representing long term tangible assets net of depreciation or amortization. [C] [M+] SOAP REST
Gross Profit A monetary figure representing residual profit after selling a product or service and deducting the cost associated with its production and sale. Revenue minus Cost of Goods Sold. [C] SOAP REST
Gross Profit Margin Percentage - Firm A number expressing proportionally what one or more of the business' financial figures is in relation to one or more of the business' other financial figures. This figure is an indicator used to evaluate the business' financial condition or risk. [C] SOAP REST
Gross Profit Margin Percentage Median - Industry The middle in a range of ratios for an Industry specifying the gross profit margin expressed as the goods sold. This percentage allows you to compare the profits of businesses of various sizes because the results are measured as a percentage rather than i [C] [M] SOAP REST
Gross Profit Margin Percentage Median - Market A percentage specifying the gross profit margin expressed as the goods sold. This percentage allows you to compare the profits of businesses of various sizes because the results are measured as a percentage rather than in raw numbers. [C] [M] SOAP REST
Income Statement Date The date when the accounting period for the Income Statement ended. [C] [M] SOAP REST
Industry Median - Effective Tax Rate Percentage A percentage specifying the average rate at which an individual or corporation is taxed. The effective tax rate for a corporation is the average rate at which its pre-tax profits are taxed. [C] [M] SOAP REST
Industry Median - Leverage Ratio The middle in a range of ratios for this business which is used to measure a company's mix of operating costs, giving an idea of how changes in output will affect operating income. [C] [M] SOAP REST
Intangible Assets A monetary figure representing the sum total of all assets that are considered to be intangible, i.e. an identifiable non-monetary asset without physical substance. SOAP REST
Interest Coverage Median - Firm A number expressing proportionally what one or more of the business' financial figures is in relation to one or more of the business' other financial figures. This figure is an indicator used to evaluate the business' financial condition or risk. [C] SOAP REST
Interest Coverage Median - Industry A ratio used to determine how easily a company can pay interest on outstanding debt. [C] [M] SOAP REST
Interest Coverage Median - Market The middle in a range of ratios in a specific area of the world used to determine how easily a company can pay interest on outstanding debt. [C] [M] SOAP REST
Inventory A monetary figure representing the goods and materials that a business holds for the ultimate purpose of resale (or repair). [C] SOAP REST
Inventory Turnover - Firm A number expressing proportionally what one or more of the business' financial figures is in relation to one or more of the business' other financial figures. This figure is an indicator used to evaluate the business' financial condition or potential risk. For example a Quick Ratio which is the sum of a business' cash and accounts receivable amounts divided by its current liabilities is a predictor of how likely the business is to pay its bills on time. [C] SOAP REST
Inventory Turnover Median - Industry The middle in a range of ratios for an Industry showing how many times a company's inventory is sold and replaced over a period. Sales/Inventory. [C] [M] SOAP REST
Inventory Turnover Median - Market A ratio showing how many times a company's inventory is sold and replaced over a period. Sales/Inventory. [C] [M] SOAP REST
Latest Annual Balance Sheet - Accounts Payable A monetary figure representing all borrowings due within one year including current portions of long-term debt and capital leases as well as short-term debt such as bank loans and commercial paper [C] SOAP REST
Latest Annual Balance Sheet - Common Stock Equity The monetary value of a Financial Statement Item. [C] SOAP REST
Latest Annual Balance Sheet - Inventories A montetary figure representing the raw materials, work-in-process goods and completely finished goods that are considered to be the portion of a business's assets that are ready or will be ready for sale. [C] SOAP REST
Latest Annual Balance Sheet - Long Term Debt A number specifying other obligations that are due after one year. [C] SOAP REST
Latest Annual Balance Sheet - Net Fixed Assets A monetary figure representing long term tangible assets net of depreciation or amortization. [C] [M+] SOAP REST
Latest Annual Balance Sheet - Net Receivables A montetary figure representing the sum of all receivables owed by customers and affiliates within one year, including accounts receivable, notes receivable, premiums receivable, and other current receivables [C] SOAP REST
Latest Annual Balance Sheet - Other Income Assets A monetary figure representing other assets producting income [C] SOAP REST
Latest Annual Balance Sheet - Other Non Current Liabilities A monetary figure representing other obligations that are due after one year. [C] SOAP REST
Latest Annual Balance Sheet - Preferred Stock Equity A number recording the preferred stock (all issues) at par value, as reported within the Shareholder's Equity section of the balance sheet. [C] SOAP REST
Latest Annual Balance Sheet - Shares Outstanding A number recording the latest total shares outstanding reported by the company; the most common source of this information is from the cover of the 10K, 10Q, or 20F filing. This value is displayed in millions of shares. [C] SOAP REST
Latest Annual Balance Sheet - Short Term Debt A monetary figure representing all borrowings due within one year including current portions of long-term debt and capital leases as well as short-term debt such as bank loans and commercial paper. [C] SOAP REST
Latest Annual Balance Sheet - Total Assets A monetary figure representing the sum of all the business's assets listed on the balance sheet. [C] [M+] SOAP REST
Latest Annual Balance Sheet - Total Current Assets A monetary figure representing the total amount of assets considered to be convertible into cash within a relatively short period of time, usually a year [C] [M+] SOAP REST
Latest Annual Balance Sheet - Total Equity A monetary figure representing the company's worth. It is the Total Assets - Total Liabilities. [C] [M+] SOAP REST
Latest Annual Balance Sheet Year The year of the latest balance sheet statement data [C] [M] SOAP REST
Latest Annual Capital Expenditure Expenditures creating future benefits. A capital expenditure is incurred when a business spends money either to buy fixed assets or to add to the value of an existing fixed asset with a useful life that extends beyond the taxable year. [C] SOAP REST
Latest Annual Cash and Cash Equivalents At The Beginning Of The Year A monetary figure representing the cash and cash equivalents for the current year in millions (USD). This amount consists of cash and may include cash-like items such as short-term investments that can be quickly converted to cash. [C] SOAP REST
Latest Annual Cash and Cash Equivalents At The End Of The Year A monetary figure representing the cash and cash equivalents for the previous year in millions (USD). This amount consists of cash and may include cash-like items such as short-term investments that can be quickly converted to cash. [C] SOAP REST
Latest Annual Cash Flow Statement Year The year of the cash flow statement data. [C] [M] SOAP REST
Latest Annual Diluted EPS A monetary figure used to gauge the quality of a company's earnings per share (EPS) if all convertible securities were exercised. [C] SOAP REST
Latest Annual Gross Profit A monetary figure representing residual profit after selling a product or service and deducting the cost associated with its production and sale from the current annual income statement. Revenue minus Cost of Goods Sold. [C] SOAP REST
Latest Annual Income Before Tax A monetary figure representing profit before taxes are deducted form the current annual income statement. [C] SOAP REST
Latest Annual Income Statement - Diluted EPS A performance metric used to gauge the quality of a company's earnings per share (EPS) if all convertible securities were exercised. [C] SOAP REST
Latest Annual Income Statement - Revenue A monetary figure representing the amount of money that a company actually receives during a specific period, including discounts and deductions for returned merchandise. [C] SOAP REST
Latest Annual Income Statement - Year The date when the accounting period ended. If the Reliability Code denotes the figures are projected (future) then this is the date when the accounting period will end. [C] [M] SOAP REST
Latest Annual Income Taxes A monetary figure representing a tax that governments impose on financial income generated by all entities within their jurisdiction. [C] SOAP REST
Latest Annual Interest Expense. A monetary figure representing the amount reported by a company or individual as an expense for borrowed money on the current annual income statement. [C] SOAP REST
Latest Annual Net Cash Provided By Financing Activities Financing activities include the inflow of cash from investors such as banks and shareholders, as well as the outflow of cash to shareholders as dividends as the company generates income. (Source: Wikipedia) [C] SOAP REST
Latest Annual Net Cash Provided By Investing Activities An item on the cash flow statement that reports the aggregate change in a company's cash position resulting from any gains (or losses) from investments and operating subsidiaries, and changes resulting from amounts spent on investments. [C] SOAP REST
Latest Annual Net Cash Provided by Operating Activities Operating activities include the production, sales and delivery of the company's product as well as collecting payment from its customers. This could include purchasing raw materials, building inventory, advertising, and shipping the product. [C] SOAP REST
Latest Annual Net Increase Decrease in Cash and Cash Equivalents A number recording the net change in cash, increase or decrease in cash and cash equivalents from the beginning to the end of a year. [C] SOAP REST
Latest Annual Operating Income A monetary figure representing Income derived from a company's regular business, excluding all income from other sources. [C] SOAP REST
Latest Annual Total Net Income A monetary figure representing a company's total earnings (or profit). Net income is calculated by taking revenues and adjusting for the cost of doing business, depreciation, interest, taxes and other expenses [C] SOAP REST
Latest Quarterly Balalnce Sheet - Common Stock Equity The monetary value of a Financial Statement Item. [C] SOAP REST
Latest Quarterly Balance Sheet - Accounts Payable A monetary figure representing all borrowings due within one year including current portions of long-term debt and capital leases as well as short-term debt such as bank loans and commercial paper [C] SOAP REST
Latest Quarterly Balance Sheet - Inventories A montetary figure representing the raw materials, work-in-process goods and completely finished goods that are considered to be the portion of a business's assets that are ready or will be ready for sale. [C] SOAP REST
Latest Quarterly Balance Sheet - Long Term Liabilities A number specifying other obligations that are due after one year. [C] SOAP REST
Latest Quarterly Balance Sheet - Net Fixed Assets A monetary figure representing long term tangible assets net of depreciation or amortization. [C] [M+] SOAP REST
Latest Quarterly Balance Sheet - Net Receivables A montetary figure representing the sum of all receivables owed by customers and affiliates within one year, including accounts receivable, notes receivable, premiums receivable, and other current receivables [C] SOAP REST
Latest Quarterly Balance Sheet - Other Current Assets A monetary figure representing obligation to pay off a short-term debt to its creditor. [C] SOAP REST
Latest Quarterly Balance Sheet - Other Income Assets A monetary figure representing other Income Assets includes prepayments, deferred charges, and amounts (other than trade accounts) due from parents and subsidiaries. [C] SOAP REST
Latest Quarterly Balance Sheet - Other Non Current Assets A monetary figure representing assets that are not assigned to Net Fixed Assets or intangibles [C] SOAP REST
Latest Quarterly Balance Sheet - Other Non Current Liabilities A monetary figure representing other obligations that are due after one year. [C] SOAP REST
Latest Quarterly Balance Sheet - Preferred Stock Equity A number recording the preferred stock (all issues) at par value, as reported within the Shareholder's Equity section of the balance sheet. [C] SOAP REST
Latest Quarterly Balance Sheet - Shares Outstanding A number recording the latest total shares outstanding reported by the company; the most common source of this information is from the cover of the 10K, 10Q, or 20F filing. This value is displayed in millions of shares. [C] SOAP REST
Latest Quarterly Balance Sheet - Short Term Debt A monetary figure representing all borrowings due within one year including current portions of long-term debt and capital leases as well as short-term debt such as bank loans and commercial paper [C] SOAP REST
Latest Quarterly Balance Sheet - Total Current Assets A monetary figure representing the total amount of assets considered to be convertible into cash within a relatively short period of time, usually a year [C] [M+] SOAP REST
Latest Quarterly Balance Sheet - Total Equity A monetary figure representing the company worth. It is the Total Assets - Total Liabilities. [C] [M+] SOAP REST
Latest Quarterly Balance Sheet Year The year of the latest quarterly balance sheet statement data [C] [M] SOAP REST
Latest Quarterly Cash Flow Statement - Capital Expenditure Expenditures creating future benefits. A capital expenditure is incurred when a business spends money either to buy fixed assets or to add to the value of an existing fixed asset with a useful life that extends beyond the taxable year. [C] SOAP REST
Latest Quarterly Cash Flow Statement - Cash and Cash Equivalents At The Beginning Of The Year A monetary figure representing the cash and cash equivalents for the current year in millions (USD). This amount consists of cash and may include cash-like items such as short-term investments that can be quickly converted to cash. [C] SOAP REST
Latest Quarterly Cash Flow Statement - Cash and Cash Equivalents At The End Of The Year A monetary figure representing the cash and cash equivalents for the previous year in millions (USD). This amount consists of cash and may include cash-like items such as short-term investments that can be quickly converted to cash. [C] SOAP REST
Latest Quarterly Cash Flow Statement - Net Cash Provided By Financing Activities A monetary value representing the inflow of cash from investors such as banks and shareholders, as well as the outflow of cash to shareholders as dividends as the company generates income. [C] SOAP REST
Latest Quarterly Cash Flow Statement - Net Cash Provided By Investing Activities A monetary value representing the inflow of cash from the purchase or sale of an asset, loans received from customers, as well as the outflow of cash as a result of loans made to suppliers or payments related to mergers and acquisition. [C] SOAP REST
Latest Quarterly Cash Flow Statement - Net Cash Provided By Operating Activites A monetary value representing the inflow of cash from operating activities include the production, sales and delivery of the company's product; collecting payment from its customers and interest received on loans. [C] SOAP REST
Latest Quarterly Cash Flow Statement - Net Increase/Decrease in Cash and Cash Equivalents A number recording the net change in cash, increase or decrease in cash and cash equivalents from the beginning to the end of a year. [C] SOAP REST
Latest Quarterly Diluted EPS A monetary figure used to gauge the quality of a company's earnings per share (EPS) if all convertible securities were exercised. [C] SOAP REST
Latest Quarterly Gross Profit A monetary figure representing residual profit after selling a product or service and deducting the cost associated with its production and sale from the current quarterly income statement. Revenue minus Cost of Goods Sold. [C] SOAP REST
Latest Quarterly Income Before Tax A monetary figure representing profit before taxes are deducted from the current quarterly income statement. [C] SOAP REST
Latest Quarterly Income Statement - Revenue A monetary figure representing the amount of money that a company actually receives during a specific period, including discounts and deductions for returned merchandise. [C] SOAP REST
Latest Quarterly Income Taxes A monetary figure representing a tax that governments impose on financial income generated by all entities within their jurisdiction. [C] SOAP REST
Latest Quarterly Interest Expense A monetary figure representing the amount reported by a company or individual as an expense for borrowed money on the current annual income statement. [C] SOAP REST
Latest Quarterly Operating Income A monetary figure representing Income derived from a company's regular business, excluding all income from other sources. [C] SOAP REST
Latest Quarterly Total Net Income A monetary figure representing a company's total earnings (or profit). Net income is calculated by taking revenues and adjusting for the cost of doing business, depreciation, interest, taxes and other expenses. [C] SOAP REST
Latest Year of the Annual Income Statement The year portion of the date of the latest Annual Income Statement. If the Reliability Code denotes the figures are projected (future) then this is the date when the accounting period will end. [C] [M] SOAP REST
Leverage Ratio Median - Firm The middle in a range of ratios for this business which is used to measure a company's mix of operating costs, giving an idea of how changes in output will affect operating income [C] SOAP REST
Leverage Ratio Median - Market The middle in a range of ratios for a specific area of the world which is used to measure a company's mix of operating costs, giving an idea of how changes in output will affect operating income. [C] [M] SOAP REST
Long Term Debt A monetary figure which represents other obligations that are due after one year [C] SOAP REST
Long Term Debt Per Share - Firm A financial ratio representing Cash Flow from Operations divided by Average Shares Outstanding [C] SOAP REST
Long Term Debt per Share Median - Industry The middle in a range of ratios for an Industry which is calculated as LTM Net Income - LTM Preferred Dividends + LTM Depreciation. It is divided by Shares Outstanding from the most recent balance sheet. [C] [M] SOAP REST
Long Term Debt per Share Median - Market The middle in a range of ratios in a specific area of the world for the the degree of financial leverage under which a company operates relative to the Average Number of Shares Outstanding. [C] [M] SOAP REST
Market Data Dividend Rate A monetary figure specifying the total expected dividend payments from an investment, fund or portfolio expressed on an annualized basis plus any additional non-recurring dividends that may be received during that period. [C] SOAP REST
Market Data Dividend Yield A number specifying the Dividends Per Share over the trailing 12 months / Price. [C] SOAP REST
Market data Fifty Two Week High A monetary figure specifying the Highest Stock price in the past 52 weeks. [C] SOAP REST
Market data Fifty Two Week Low Lowest stock price in the past 52 weeks. [C] SOAP REST
Market Data Last Close Amount A monetary figure specifying the reported last close stock price. [C] SOAP REST
Market Data Last Close Date The date marking the last date by which an end-of-day stock price is available. [C] SOAP REST
Market Data Latest Net Insider Transactions A monetary value of the insider transactions most often refer to and include the purchases and sales of equities by the executives and board members of the company in question. [C] SOAP REST
Market Data Latest Short Interest Ratio A Ratio used by both fundamental and technical traders to identify the prevailing sentiment the market has for a specific stock. (Short Interest/Average Daily Trading Volumne) [C] SOAP REST
Market Data Long Term Debt to Equity indicator is used by both fundamental and technical traders to identify the prevailing sentiment the market has for a specific stock. [C] SOAP REST
Market Data Number Of Institutional Holders The number of institutions that hold shares of a particular security. [C] SOAP REST
Market Data Owned by Institutions Percentage A percentage specifying the particular security’s shares that are owned by institutions. [C] SOAP REST
Market Data Sixty Month Beta A measure of the volatility, or systematic risk, of a security or a portfolio in comparison to the market as a whole. [C] SOAP REST
Market Median - Return On Equity Percentage A percentage specifying the amount of net income returned of shareholders equity. Return on equity measures a corporation's profitability by revealing how much profit a company generates with the money shareholders have invested [C] [M] SOAP REST
Market Median Pre Tax Profit Margin Percentage A percentage specifying the company's earnings before tax as a percentage of total sales or revenues. [C] [M] SOAP REST
Month of the Quarterly Data The month portion of the date of the Quarterly Financial Statement. If the Reliability Code denotes the figures are projected (future) then this is the date when the accounting period will end. [C] [M] SOAP REST
Morning Star Market Analysis Text that provides Market Analysis information from Morning Star. [C] [M+] SOAP REST
Net Income A monetary figure representing a company's total earnings (or profit). Calculated by taking revenues and adjusting for the cost of doing business, depreciation, interest, taxes and other expenses. [C] SOAP REST
Net Income (Net Profit After Tax) A monetary figure representing profit before taxes are deducted. [C] SOAP REST
Net Income Growth Percentage A percentage specifying the annualized rate of net-income growth over the trailing one-year period for the stocks held by a fund. [C] [M] SOAP REST
Net Income/Profit Before Tax A number recording the reported income before the deduction or benefit of income taxes. [C] SOAP REST
Net Receivables Turnover Flow A measure of the number of times Accounts Receivable were collected over the year. It is measured by Net Sales / Accounts Receivable [C] SOAP REST
Net Receivables Turnover Flow Median - Industry A measure of the number of times Accounts Receivable were collected over the year. It is measured by Net Sales / Accounts Receivable [C] [M] SOAP REST
Net Receivables Turnover Flow Median - Market A measure of the number of times Accounts Receivable were collected over the year. It is measured by Net Sales / Accounts Receivable [C] [M] SOAP REST
Net Worth A monetary figure representing the amount by which assets exceed liabilities. [C] SOAP REST
Notes Payable A monetary figure representing written promises to pay specified dollar amounts, on specific dates, to the owners of the notes [C] SOAP REST
Notes Receivable A monetary figure representing the sum of all notes receivables owed by customers and affiliates within one year. [C] SOAP REST
Organization->Financial Statement->Annual Balance Sheet->Previous Year->Liabilities->current Liabilities ->Short Term Debt All borrowings due within one year including current portions of long-term debt and capital leases as well as short-term debt such as bank loans and commercial paper [C] SOAP REST
Other Current Assets A monetary figure representing a firm's assets that do not include cash, securities, receivables, inventory and prepaid assets, and can be convertible into cash within one business cycle, which is usually one year [C] SOAP REST
Other Current Liabilities A monetary figure representing all borrowings due within one year including current portions of long-term debt and capital leases as well as short-term debt such as bank loans and commercial paper [C] SOAP REST
Other Long Term Liabilities A number specifying other obligations that are due after one year. [C] SOAP REST
Other Non Current Assets A monetary figure representing assets that are not assigned to Net Fixed Assets or intangibles [C] SOAP REST
Ownership Control Type Text Text that describes the type of controlling ownership e.g. publicly owned, privately owned, state owned. [C] [M+] SOAP REST
P&L To Date The date representing the end of the financial period for the profit and loss financial statement. [C] [M] SOAP REST
Pre Tax Profit Margin Percentage - Firm A number expressing proportionally what one or more of the business' financial figures is in relation to one or more of the business' other financial figures. This figure is an indicator used to evaluate the business' financial condition or risk. [C] SOAP REST
Pre Tax Profit Margin Percentage Median - Industry The middle in a range of ratios for an Industry showing a company's earnings before tax as a percentage of total sales or revenues. [C] [M] SOAP REST
Previous Annual Balance Sheet - Accounts Payable A monetary figure representing all borrowings due within one year including current portions of long-term debt and capital leases as well as short-term debt such as bank loans and commercial paper [C] SOAP REST
Previous Annual Balance Sheet - Common Stock Equity The monetary value of a Financial Statement Item. [C] SOAP REST
Previous Annual Balance Sheet - Inventories A montetary figure representing the raw materials, work-in-process goods and completely finished goods that are considered to be the portion of a business's assets that are ready or will be ready for sale. [C] SOAP REST
Previous Annual Balance Sheet - Net Fixed Assets A monetary figure representing long term tangible assets net of depreciation or amortization. [C] [M+] SOAP REST
Previous Annual Balance Sheet - Net Receivables A monetary figure specifying the company's merchandise, raw materials, and finished and unfinished products which have not yet been sold. [C] SOAP REST
Previous Annual Balance Sheet - Other Current Liabilities A monetary figure representing all borrowings due within one year including current portions of long-term debt and capital leases as well as short-term debt such as bank loans and commercial paper [C] SOAP REST
Previous Annual Balance Sheet - Other Income Assets A monetary figure representing prepayments, deferred charges, and amounts (other than trade accounts) due from parents and subsidiaries [C] SOAP REST
Previous Annual Balance Sheet - Other Non Current Liabilities A monetary figure representing other obligations that are due after one year. [C] SOAP REST
Previous Annual Balance Sheet - Preferred Stock Equity A number recording the preferred stock (all issues) at par value, as reported within the Shareholder's Equity section of the balance sheet. [C] SOAP REST
Previous Annual Balance Sheet - Total Assets A monetary figure representing the sum of all the business's assets listed on the balance sheet. [C] [M+] SOAP REST
Previous Annual Balance Sheet - Total Current Assets A monetary figure representing the total amount of assets considered to be convertible into cash within a relatively short period of time, usually a year [C] [M+] SOAP REST
Previous Annual Balance Sheet - Total Current Liabilities A monetary figure specifying the sum of debts or obligations of the firm that are due within one year. [C] [M+] SOAP REST
Previous Annual Balance Sheet Long Term Debt A number specifying other obligations that are due after one year. [C] SOAP REST
Previous Annual Balance Sheet- Other Non Current Assets A monetary figure representing assets that are not assigned to Net Fixed Assets or intangibles [C] SOAP REST
Previous Annual Balance Sheet Year The year of the previous balance sheet statement data [C] [M] SOAP REST
Previous Annual Balance Shet - Total Equity A monetary figure representing the company worth. It is the Total Assets - Total Liabilities. [C] [M+] SOAP REST
Previous Annual Cash and Cash Equivalents At the Beginning Of The Year A monetary figure representing the cash and cash equivalents for the current year in millions (USD). This amount consists of cash and may include cash-like items such as short-term investments that can be quickly converted to cash. [C] SOAP REST
Previous Annual Cash Flow Statement - Capital Expenditure Expenditures creating future benefits. A capital expenditure is incurred when a business spends money either to buy fixed assets or to add to the value of an existing fixed asset with a useful life that extends beyond the taxable year. [C] SOAP REST
Previous Annual Cash Flow Statement - Cash and Cash Equivalents At The End Of The Year A monetary figure representing the cash and cash equivalents for the previous year in millions (USD). This amount consists of cash and may include cash-like items such as short-term investments that can be quickly converted to cash. [C] SOAP REST
Previous Annual Cash Flow Statement - Net Cash Provided by Financing Activities Financing activities include the inflow of cash from investors such as banks and shareholders, as well as the outflow of cash to shareholders as dividends as the company generates income. (Source: Wikipedia) [C] SOAP REST
Previous Annual Cash Flow Statement - Net Cash Provided by Investing Activities An item on the cash flow statement that reports the aggregate change in a company's cash position resulting from any gains (or losses) from investments and operating subsidiaries, and changes resulting from amounts spent on investments. [C] SOAP REST
Previous Annual Cash Flow Statement - Net Cash Provided by Operating Activities Operating activities include the production, sales and delivery of the company's product as well as collecting payment from its customers. This could include purchasing raw materials, building inventory, advertising, and shipping the product. [C] SOAP REST
Previous Annual Cash Flow Statement - Previous Year Net Increase/Decrease in Cash and Cash Equivalents A number recording the net change in cash, increase or decrease in cash and cash equivalents from the beginning to the end of a year. [C] SOAP REST
Previous Annual Cash Flow Statement Year The year of the previous cash flow statement data. [C] [M] SOAP REST
Previous Annual Diluted EPS A monetary figure used to gauge the quality of a company's earnings per share (EPS) if all convertible securities were exercised. [C] SOAP REST
Previous Annual Gross Profit A monetary figure representing residual profit after selling a product or service and deducting the cost associated with its production and sale from the previous annual income statement. Revenue minus Cost of Goods Sold. [C] SOAP REST
Previous Annual Income Before Tax A monetary figure representing profit before taxes are deducted from the previous annual income statement. [C] SOAP REST
Previous Annual Income Statement - Revenue A monetary figure representing the amount of money that a company actually receives during a specific period, including discounts and deductions for returned merchandise. [C] SOAP REST
Previous Annual Income Statement - Year The date when the accounting period ended. If the Reliability Code denotes the figures are projected (future) then this is the date when the accounting period will end. [C] [M] SOAP REST
Previous Annual Income Taxes A monetary figure representing a tax that governments impose on financial income generated by all entities within their jurisdiction. [C] SOAP REST
Previous Annual Interest Expense A monetary figure representing the amount reported by a company or individual as an expense for borrowed money on the current annual income statement. [C] SOAP REST
Previous Annual Operating Income A monetary figure representing Income derived from a company's regular business, excluding all income from other sources. [C] SOAP REST
Previous Annual Total Net Income A monetary figure representing a company's total earnings (or profit). Net income is calculated by taking revenues and adjusting for the cost of doing business, depreciation, interest, taxes and other expenses. [C] SOAP REST
Previous Net Worth A monetary figure representing the previous amount by which assets exceed liabilities. [C] SOAP REST
Previous Quarerly Cash Flow Statement - Cash and Cash Equivalents At The End Of The Year A monetary figure representing the cash and cash equivalents for the previous year in millions (USD). This amount consists of cash and may include cash-like items such as short-term investments that can be quickly converted to cash. [C] SOAP REST
Previous Quarter Diluted EPS A monetary figure representing the amount reported by a company or individual as an expense for borrowed money on the current annual income statement. [C] SOAP REST
Previous Quarter Non Operating Expenses A monetary figure representing an expense incurred by activities not relating to the core operations of the business from the previous quarter financial statement. [C] SOAP REST
Previous Quarterly Balance Sheet - Accounts Payable A monetary figure representing obligation to pay off a short-term debt to its creditor. [C] SOAP REST
Previous Quarterly Balance Sheet - Common Stock Equity The monetary value of a Financial Statement Item. [C] SOAP REST
Previous Quarterly Balance Sheet - Inventories A montetary figure representing the raw materials, work-in-process goods and completely finished goods that are considered to be the portion of a business's assets that are ready or will be ready for sale. [C] SOAP REST
Previous Quarterly Balance Sheet - Long Term Debt A number specifying other obligations that are due after one year. [C] SOAP REST
Previous Quarterly Balance Sheet - Net Fixed Assets A monetary figure representing long term tangible assets net of depreciation or amortization. [C] [M+] SOAP REST
Previous Quarterly Balance Sheet - Net Receivables A monetary figure specifying the company's merchandise, raw materials, and finished and unfinished products which have not yet been sold. [C] SOAP REST
Previous Quarterly Balance Sheet - Other Current Liabilities A monetary figure representing obligation to pay off a short-term debt to its creditor. [C] SOAP REST
Previous Quarterly Balance sheet - Other Non Current Asets A monetary figure representing assets that are not assigned to Net Fixed Assets or intangibles [C] SOAP REST
Previous Quarterly Balance Sheet - Other Non Current Liabilities A monetary figure representing other obligations that are due after one year. [C] SOAP REST
Previous Quarterly Balance Sheet - Preferred Stock Equity A number recording the preferred stock (all issues) at par value, as reported within the Shareholder's Equity section of the balance sheet. [C] SOAP REST
Previous Quarterly Balance Sheet - Shares Outstanding A number recording the latest total shares outstanding reported by the company; the most common source of this information is from the cover of the 10K, 10Q, or 20F filing. This value is displayed in millions of shares. [C] SOAP REST
Previous Quarterly Balance Sheet - Short Term Debt A monetary figure representing all borrowings due within one year including current portions of long-term debt and capital leases as well as short-term debt such as bank loans and commercial paper [C] SOAP REST
Previous Quarterly Balance Sheet - Total Assets A monetary figure representing the sum of all the business's assets listed on the balance sheet. [C] [M+] SOAP REST
Previous Quarterly Balance Sheet - Total Current Assets A monetary figure representing the total amount of assets considered to be convertible into cash within a relatively short period of time, usually a year [C] [M+] SOAP REST
Previous Quarterly Balance Sheet - Total Current Liabilities A monetary figure specifying the sum of debts or obligations of the firm that are due within one year. [C] [M+] SOAP REST
Previous Quarterly Balance Sheet - Total Equity A monetary figure representing the company worth. It is the Total Assets - Total Liabilities. [C] [M+] SOAP REST
Previous Quarterly Balance Sheet Year The month of the previous quarterly balance sheet statement data [C] [M] SOAP REST
Previous Quarterly Cash Flow Statement - Capital Expenditure Expenditures creating future benefits. A capital expenditure is incurred when a business spends money either to buy fixed assets or to add to the value of an existing fixed asset with a useful life that extends beyond the taxable year. [C] SOAP REST
Previous Quarterly Cash Flow Statement - Cash and Cash Equivalents At The Beginning Of The Year A monetary figure representing the cash and cash equivalents for the current year in millions (USD). This amount consists of cash and may include cash-like items such as short-term investments that can be quickly converted to cash. [C] SOAP REST
Previous Quarterly Cash Flow Statement - Net Cash Provided By Financing Activities Financing activities include the inflow of cash from investors such as banks and shareholders, as well as the outflow of cash to shareholders as dividends as the company generates income. (Source: Wikipedia) [C] SOAP REST
Previous Quarterly Cash Flow Statement - Net Cash Provided by Investing Activities An item on the cash flow statement that reports the aggregate change in a company's cash position resulting from any gains (or losses) from investments in the financial markets and operating subsidiaries. [C] SOAP REST
Previous Quarterly Cash Flow Statement - Net Cash Provided By Operating Activities Operating activities include the production, sales and delivery of the company's product as well as collecting payment from its customers. This could include purchasing raw materials, building inventory, advertising, and shipping the product. [C] SOAP REST
Previous Quarterly Cash Flow Statement - Net Increase/Decrease in Cash and Cash Equivalents A number recording the net change in cash, increase or decrease in cash and cash equivalents from the beginning to the end of a year. [C] SOAP REST
Previous Quarterly Gross Profit A monetary figure representing residual profit after selling a product or service and deducting the cost associated with its production and sale from the previous quarterly income statement. Revenue minus Cost of Goods Sold. [C] SOAP REST
Previous Quarterly Income Before Tax A monetary figure representing profit before taxes are deducted from the previous quarterly income statement. [C] SOAP REST
Previous Quarterly Income Taxes A monetary figure representing a tax that governments impose on financial income generated by all entities within their jurisdiction. [C] SOAP REST
Previous Quarterly Interest Expense A monetary figure representing the amount reported by a company or individual as an expense for borrowed money on the current annual income statement. [C] SOAP REST
Previous Quarterly Operating Income A monetary figure representing Income derived from a company's regular business, excluding all income from other sources. [C] SOAP REST
Previous Quarterly Total Net Income A monetary figure representing a company's total earnings (or profit). Net income is calculated by taking revenues and adjusting for the cost of doing business, depreciation, interest, taxes and other expenses. [C] SOAP REST
Previous Sales The previous monetary value of income received from customers from the sale of the business' goods and/or services. This means it is the gross sales minus any returns rebates/discounts allowances for damages or shortages shipping expenses passed on to the customer and amounts due where there is not a reasonable expectation of collection. [C] SOAP REST
Previous Statement Date The date when the previous accounting period ended. If the Reliability Code denotes the figures are projected (future) then this is the date when the accounting period will end. [C] [M] SOAP REST
Previous Working Capital Amount A monetary figure specifying the operating liquidity available to a business, organization or other entity, including governmental entity. Along with fixed assets such as plant and equipment, working capital is considered a part of operating capital. Net [C] SOAP REST
Previous Year Non Operating Expenses A monetary figure representing an expense incurred by activities not relating to the core operations of the business from the previous annual financial statement. [C] SOAP REST
Previously Quarterly Income Statement - Revenue A monetary figure representing the amount of money that a company actually receives during a specific period, including discounts and deductions for returned merchandise. [C] SOAP REST
Prevous Annual Balance Sheet - Shares Outstanding A number recording the latest total shares outstanding reported by the company; the most common source of this information is from the cover of the 10K, 10Q, or 20F filing. This value is displayed in millions of shares. [C] SOAP REST
Price Book Ratio Median - Industry The middle in a range of ratios for an Industry used to compare a stock's market value to its book value. It is calculated by dividing the current closing price of the stock by the latest quarter's book value per share. (Stock Price/(Total Assets - Inta [C] [M] SOAP REST
Price Book Ratio Median - Market The middle in a range of ratios in a specific area of the world used to compare a stock's market value to its book value. It is calculated by dividing the current closing price of the stock by the latest quarter's book value per share. (Stock Price/(Tot [C] [M] SOAP REST
Price Earnings Ratio Median - Industry The middle in a range of ratios for an Industry which is a valuation of a company's current share price compared to its per-share earnings. (Market Value Per Share/Earnings Per Share) [C] [M] SOAP REST
Price to Book Ratio A ratio used to compare a stock's market value to its book value. It is calculated by dividing the current closing price of the stock by the latest quarter's book value per share. (Stock Price/(Total Assets - Intangible Assets & Liabilities)). [C] SOAP REST
Price to Cash Flow Ratio A measure of the market's expectations of a firm's future financial health. Because this measure deals with cash flow, the effects of depreciation and other non-cash factors are removed. Similar to the price-earnings ratio, this measures provides an indic [C] SOAP REST
Price to Cash Flow Ratio Median - Industry The middle in a range of ratios for an Industry used as a measure of the market's expectations of a firm's future financial health. Because this measure deals with cash flow, the effects of depreciation and other non-cash factors are removed. Similar to t [C] [M] SOAP REST
Price to Cash Flow Ratio Median - Market The middle in a range of ratios in a specific area of the world used as a measure of the market's expectations of a firm's future financial health. Because this measure deals with cash flow, the effects of depreciation and other non-cash factors are remov [C] [M] SOAP REST
Price to Earning Ratio A valuation ratio of a company's current share price compared to its per-share earnings. (Market Value Per Share/Earnings Per Share) [C] SOAP REST
Price to Earnings Ratio Median - Market The middle in a range of ratios in a specific area of the world is a valuation of a company's current share price compared to its per-share earnings. (Market Value Per Share/Earnings Per Share) [C] [M] SOAP REST
Price to Sales Ratio A ratio for valuing a stock relative to its own past performance, other companies or the market itself. Price to sales is calculated by dividing a stock's current price by its revenue per share for the trailing 12 months. (Price/Sales) [C] SOAP REST
Price to Sales Ratio Median - Industry The middle in the range of ratios for an Industry for valuing a stock relative to its own past performance, other companies or the market itself. Price to sales is calculated by dividing a stock's current price by its revenue per share for the trailing 12 [C] SOAP REST
Price to Sales Ratio Median- Market The middle in a range of ratios in a specific area of the world for valuing a stock relative to its own past performance, other companies or the market itself. Price to sales is calculated by dividing a stock's current price by its revenue per share for t [C] [M] SOAP REST
Quarterly Balance Sheet Month of Latest Quarter The month of the latest quarterly balance sheet statement data [C] [M] SOAP REST
Quarterly Balance Sheet Month of Previous Quarter The year of the previous quarterly balance sheet statement data [C] [M] SOAP REST
Quarterly Balance Sheet Year of Latest Quarter The year of the latest quarterly balance sheet statement data [C] [M] SOAP REST
Quarterly Cash Flow Statement - Quarter month The month of the Quarterly Cash Flow Statement [C] [M] SOAP REST
Quarterly Cash Flow Statement Latest Quarter - Quarter year The year of the Quarterly Cash Flow Statement [C] [M] SOAP REST
Quarterly Cash Flow Statement Previous Quarter - Quarter month The month of the previous Quarterly Cash Flow Statement [C] [M] SOAP REST
Quarterly Cash Flow Statement Previous Quarter - Quarter year The year of the previous Quarterly Cash Flow Statement [C] [M] SOAP REST
Quarterly Income Statement - Previous Quarter Month The month of the previous Quarterly Income Statement [C] [M] SOAP REST
Quarterly Income Statement - Previous Quarter Year The year of the previous Quarterly Income Statement [C] [M] SOAP REST
Quarterly Income Statement - Quarter Month The month of the Quarterly Income Statement [C] [M] SOAP REST
Quarterly Income Statement - Quarter Year The year of the Quarterly Income Statement [C] [M] SOAP REST
Quick Ratio Median - Firm The middle in a range of ratios for this business which is an indicator of a company’s short-term liquidity. The quick ratio measures a company’s ability to meet its short-term obligations with its most liquid assets. ((Current Assets - Inventory)/ Curre [C] SOAP REST
Quick Ratio Median - Industry The middle in a range of ratios for this Industry which is an indicator of a company’s short-term liquidity. The quick ratio measures a company’s ability to meet its short-term obligations with its most liquid assets. ((Current Assets - Inventory)/ Curre [C] [M] SOAP REST
Quick Ratio Median - Market The middle in a range of ratios in a specific area of the world which is an indicator of a company’s short-term liquidity. The quick ratio measures a company’s ability to meet its short-term obligations with its most liquid assets. ((Current Assets - Inv [C] [M] SOAP REST
Return on Assets Percentage Median - Industry The middle in a range of ratios for an Industry indicating how profitable a company is relative to its total assets. Calculation is Net Income / Total Assets. [C] [M] SOAP REST
Return On Assets Percentage Median - Market An indicator of how profitable a company is relative to its total assets. Calculation is Net Income / Total Assets. [C] [M] SOAP REST
Return On Equity Percentage Median - Industry The middle in a range of ratios for an Industry specifying the amount of net income returned of the shareholders equity. Return on equity measures a corporation's profitability by revealing how much profit a company generates with the money shareholders h [C] [M] SOAP REST
Return on Invested Capital Percentage - Firm A number expressing proportionally what one or more of the business' financial figures is in relation to one or more of the business' other financial figures. This figure is an indicator used to evaluate the business' financial condition or risk. [C] SOAP REST
Return on Invested Capital Percentage Median - Industry The middle in a range of ratios for an Industry used to assess a company's efficiency at allocating the capital under its control to profitable investments. (Net income - Dividends ) / Total Capital. [C] [M] SOAP REST
Return on Invested Capital Percentage Median - Market A calculation used to assess a company's efficiency at allocating the capital under its control to profitable investments. (Net income - Dividends ) / Total Capital. [C] [M] SOAP REST
Revenue per Share - Firm A number expressing proportionally what one or more of the business' financial figures is in relation to one or more of the business' other financial figures. This figure is an indicator used to evaluate the business' financial condition or risk. [C] SOAP REST
Revenue per Share Median - Industry The middle in a range of ratios for an Industry that computes the total revenue earned per share over a 12-month period. It is calculated by dividing total revenue earned in a fiscal year by the weighted average of shares outstanding for that fiscal year. [C] [M] SOAP REST
Revenue per Share Median - Market The middle in a range of ratios in a specific area of the world that compute the total revenue earned per share over a 12-month period. It is calculated by dividing total revenue earned in a fiscal year by the weighted average of shares outstanding for th [C] [M] SOAP REST
Sales Growth Percentage A percentage specifying the growth in the sales reported for this particular DUNS number between the two most recently reported annual figures. [C] [M] SOAP REST
Sales Revenue Amount The monetary value of income received from customers from the sale of the business' goods and/or services. [C] SOAP REST
Share Capital Amount A monetary value representing the amount of Share Capital. Calculation is Price X Total Shares Outstanding. [C] SOAP REST
Stock Exchange Name Text recording the name of the exchange the company is traded. [C] [M+] SOAP REST
Stock Exchange Ticker Name Text recording the ticker symbol for the company on the current exchange. [C] [M+] SOAP REST
Stock Ticker Symbol Ticker symbol for the company on the current exchange. [C] [M+] SOAP REST
Tangible Net Worth A monetary value which represents a measure of the physical worth of a company, which does not include any value derived from intangible assets such as copyrights, patents and intellectual property. [C] SOAP REST
Top Competitor's Employees The number of people that are employed the competitor. [C] [M+] SOAP REST
Top Competitor's Market Cap A monetary figure specifying the Competitor's market cap in millions. (US Dollars) [C] [M+] SOAP REST
Total Assets A monetary figure representing the total amount of assets considered to be convertible into cash within a relatively short period of time, usually a year [C] [M+] SOAP REST
Total Assets per Share - Firm A number expressing proportionally what one or more of the business' financial figures is in relation to one or more of the business' other financial figures. This figure is an indicator used to evaluate the business' financial condition or risk. [C] SOAP REST
Total Assets per Share Median - Industry The middle in a range of ratios for an Industry specifying the total value of a fund's investments divided by its number of shares outstanding. [C] [M] SOAP REST
Total Assets per Share Median - Market A monetary figure specifying the total value of a fund's investments divided by its number of shares outstanding. [C] [M] SOAP REST
Total Current Assets A monetary figure representing the total amount of assets considered to be convertible into cash within a relatively short period of time, usually a year [C] [M+] SOAP REST
Total Current Liabilities The debts or obligations of the firm that are due within one year. [C] [M+] SOAP REST
Total Debt to Equity Median - Firm A number expressing proportianally the relationship of total liabilities to stockholder's equity. It is a measure of a company's financial leverage. It indicates what proportion of equity and debt the company is using to finance its assets. [C] SOAP REST
Total Debt to Equity Median - Industry A measure of a company's financial leverage calculated by dividing its total liabilities by stockholders' equity. It indicates what proportion of equity and debt the company is using to finance its assets. Total Liabilities / Shareholder's Equity. [C] [M] SOAP REST
Total Debt to Equity Median - Market A measure of a company's financial leverage calculated by dividing its total liabilities by stockholders' equity. It indicates what proportion of equity and debt the company is using to finance its assets. Total Liabilities / Shareholder's Equity. [C] [M] SOAP REST
Total Liabilities A monetary figure representing Total Liabilities owed by the business. [C] [M+] SOAP REST
Working Capital The measure of both a company's efficiency and its short-term financial health. The working capital ratio is calculated as: Working Capital = Current Assets - Current Liabilities. This ratio indicates whether a company has enough short term assets to cover its short term debt. [C] SOAP REST
Working Capital per Share - Firm A number expressing proportionally what one or more of the business' financial figures is in relation to one or more of the business' other financial figures. This figure is an indicator used to evaluate the business' financial condition or risk. [C] SOAP REST
Working Capital per Share Median - Industry The middle in a range of ratios for an Industry which is a measure of financial strength calculated as (Current Assets - Current Liabilities) / Shares outstanding. [C] [M] SOAP REST
Working Capital per Share Median - Market The middle in a range of ratios in a specific area of the world which is a measure of financial strength calculated as (Current Assets - Current Liabilities) / Shares outstanding. [C] [M] SOAP REST
Year of Latest Quarterly Financial Statement The year portion of the date of the latest Quarterly Financial Statement. If the Reliability Code denotes the figures are projected (future) then this is the date when the accounting period will end. [C] [M] SOAP REST
Year of Previous Quarterly Financial Statement The year portion of the date of the previous Quarterly Financial Statement. If the Reliability Code denotes the figures are projected (future) then this is the date when the accounting period will end. [C] [M] SOAP REST
Year of the Quarterly Data The year portion of the date of the Quarterly Financial Statement If the Reliability Code denotes the figures are projected (future) then this is the date when the accounting period will end. [C] [M] SOAP REST

*The links in this column provide the technical characteristics for the data field of the respective business element in the XML or JSON response.

The preceding list is not presented in the order, nor manner, in which the information is packaged and delivered via the D&B Direct API.

While data for a particular company may not contain values for all of the business elements, there may be items that are considered by D&B to be essential to yield the maximum benefit of a data layer. If any of these essential elements do not contain a value for a particular company, an error code will be returned, and your organization will not incur a usage credit for the request.

The Product Availability Lookup feature may be utilized to determine if this D&B Direct product is available for a given D-U-N-S Number.

Additional Details

There are two varieties of financials available: Marketing (referred to as Highlights) and Risk (referred to as Statements). They both offer similar business elements; however, there may be differences in the availability of data for certain countries. The data provided in the Risk version may also be updated more frequently, making it the preferred source when it is available for a given country.

The following table provides a comparison of the statements (and sections) delivered by each data layer.

Financial Statements Financial Highlights
Financial Statement including Balance Sheet, Profit and Loss, Net Worth Reconciliation and Financial Ratios; and Organization Details. Financial Statement including Balance Sheet, Profit and Loss, Cash Flow, Financial Ratios, Accountant Details; Financial Norms; Growth Rates; Organization Details; Registration Details; Third Party Assessment; and Competitors.

Statement headers are included to designate the accounting period (i.e. start date, duration) and reliability (e.g. actual, estimated) for each cluster of statement sections.

Statement line items (StatementItem.ItemAmount) are delivered in normalized packages, which are distinguished by associated attributes (StatementItem@DNBCodeValue). The attribute text (StatementItem.ItemDescriptionText) may be used in an application to properly present the section.

The list of available financial statement line item attributes and descriptions can be obtained using the ListDNBCdVal operation of the Reference Data Service using DNBCdTblNbr = 33. Note, however, that only a subset of these codes may be used in a given data layer.

Access to this information is provided on a metered basis; and will require data layer entitlement prior to use in the production environment. A built-in feature exists to prevent duplicate billing when multiple requests with the same D-U-N-S Number and product code are submitted on the same calendar day (which is based on Eastern Standard Time [GMT-5]).

An option exists to retain the results from all successful requests for this product in a Product Request Archive, which may be retrieved without incurring additional usage charges.

Related Topics

Financial Statements.

Technical Specification

For details on how to obtain this data layer, please refer to the Financial.OrderProduct (SOAP) or Financial.OrderProduct (REST) page.

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