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AXION

Financials Metrics

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GET/financials/:ticker/metrics

Returns a comprehensive set of the most recent annual financial figures and derived ratios. All values are for the latest fiscal year. Response fields are converted to camelCase.

Path Parameters

ParameterTypeRequiredDescription
tickerstringRequiredStock ticker symbol

Examples:

https://api.axionquant.com/financials/AAPL/metrics
https://api.axionquant.com/financials/MSFT/metrics

Key Response Fields

revenue

Annual total revenue

netIncome

Annual net income

totalAssets, totalLiabilities, stockholdersEquity

Year-end balance sheet figures

currentAssets, currentLiabilities

Year-end current assets and liabilities

operatingCashFlow, capitalExpenditures, freeCashFlow

Cash flow metrics

sharesOutstandingBasic, sharesOutstandingDiluted

Weighted-average shares

currentRatio, debtToAssets

Derived financial ratios

|

Financial Metrics (Apple)

Request

Sample code
1from axion import Axion
2client = Axion(api_key='axn_123')
3
4metrics = client.financials.metrics('AAPL')
5print(metrics)

Response

{
  "revenue": 143756000000,
  "netIncome": 42097000000,
  "totalAssets": 379297000000,
  "totalLiabilities": 291107000000,
  "stockholdersEquity": 88190000000,
  "currentAssets": 158104000000,
  "currentLiabilities": 162367000000,
  "operatingCashFlow": 53925000000,
  "capitalExpenditures": 2373000000,
  "freeCashFlow": 51552000000,
  "sharesOutstandingBasic": 14748158000,
  "sharesOutstandingDiluted": 14810356000,
  "currentRatio": 0.973744664864166,
  "debtToAssets": 0.76749091081659
}
GET/financials/statements/:ticker/balance

Returns the quarterly balance sheet for the specified company. Results default to the most recent quarter. Use the year and quarter query parameters to retrieve a specific period.

Path Parameters

ParameterTypeRequiredDescription
tickerstringRequiredStock ticker symbol (e.g., "AAPL", "MSFT")

Query Parameters

ParameterTypeRequiredDescription
yearintegerOptionalFiscal year (e.g., 2024). Defaults to the latest available year.
quarterintegerOptionalFiscal quarter (1–4). Defaults to the latest available quarter.

Examples:

https://api.axionquant.com/financials/statements/AAPL/balance
https://api.axionquant.com/financials/statements/AAPL/balance?year=2024&quarter=3

Response

A JSON object containing balance sheet line items in the company's reporting currency (typically USD). All monetary values are in raw units.

{ [key: string]: number | null }

Returns 60+ balance sheet fields including assets, liabilities, and equity.

|

Balance Sheet (Apple, latest quarter)

Request

Sample code
1from axion import Axion
2
3client = Axion(api_key='axn_123')
4
5balance = client.financials.balance_sheet(
6    'AAPL',
7    year='2024',
8    quarter='1',
9)
10print(balance)

Response

{
  "accountsPayable": 14696000000,
  "accountsReceivable": 3959000000,
  "accumulatedDepreciation": -21351000000,
  "additionalPaidInCapital": 44299000000,
  "capitalLeaseObligations": 6871000000,
  "capitalStock": 3000000,
  "cash": 14470000000,
  "cashAndCashEquivalents": 16603000000,
  "cashCashEquivalentsAndShortTermInvestments": 44743000000,
  "cashEquivalents": 2133000000,
  "commonStock": 3000000,
  "commonStockEquity": 84116000000,
  "constructionInProgress": 9629000000,
  "currentAccruedExpenses": 5065000000,
  "currentAssets": 69748000000,
  "currentCapitalLeaseObligation": 1061000000,
  "currentDebt": 1374000000,
  "currentDebtAndCapitalLeaseObligation": 2435000000,
  "currentDeferredLiabilities": 5183000000,
  "currentDeferredRevenue": 5183000000,
  "currentLiabilities": 34138000000,
  "currentProvisions": 3015000000,
  "finishedGoods": 6842000000,
  "gainsLossesNotAffectingRetainedEarnings": 334000000,
  "goodwill": null,
  "goodwillAndOtherIntangibleAssets": 786000000,
  "grossPpe": 79991000000,
  "inventory": 14434000000,
  "investedCapital": 93135000000,
  "investmentsAndAdvances": null,
  "landAndImprovements": 12558000000,
  "leases": 4608000000,
  "lineOfCredit": null,
  "longTermCapitalLeaseObligation": 5810000000,
  "longTermDebt": 7645000000,
  "longTermDebtAndCapitalLeaseObligation": 13455000000,
  "longTermProvisions": 6028000000,
  "machineryFurnitureEquipment": 29685000000,
  "minorityInterest": 686000000,
  "netPpe": 58640000000,
  "netTangibleAssets": 83330000000,
  "nonCurrentDeferredAssets": 7060000000,
  "nonCurrentDeferredLiabilities": 3847000000,
  "nonCurrentDeferredRevenue": 3847000000,
  "nonCurrentDeferredTaxesAssets": 7060000000,
  "ordinarySharesNumber": 3755000000,
  "otherCurrentAssets": 6612000000,
  "otherCurrentBorrowings": 1374000000,
  "otherCurrentLiabilities": 2131000000,
  "otherEquityAdjustments": 334000000,
  "otherIntangibleAssets": 786000000,
  "otherInventories": 1360000000,
  "otherInvestments": null,
  "otherNonCurrentAssets": 7490000000,
  "otherNonCurrentLiabilities": 1454000000,
  "otherProperties": 23511000000,
  "otherShortTermInvestments": 28140000000,
  "payables": 16309000000,
  "payablesAndAccruedExpenses": 21374000000,
  "preferredStock": null,
  "properties": null,
  "rawMaterials": 4310000000,
  "receivables": 3959000000,
  "retainedEarnings": 39480000000,
  "shareIssued": 3755000000,
  "stockholdersEquity": 84116000000,
  "tangibleBookValue": 83330000000,
  "totalAssets": 143724000000,
  "totalCapitalization": 91761000000,
  "totalDebt": 15890000000,
  "totalEquityGrossMinorityInterest": 84802000000,
  "totalLiabilitiesNetMinorityInterest": 58922000000,
  "totalNonCurrentAssets": 73976000000,
  "totalNonCurrentLiabilitiesNetMinorityInterest": 24784000000,
  "totalTaxPayable": 1613000000,
  "treasurySharesNumber": null,
  "workInProcess": 1922000000,
  "workingCapital": 35610000000
}
GET/financials/statements/:ticker/income

Returns the quarterly income statement for the specified company. Results default to the most recent quarter. Use the year and quarter query parameters to retrieve a specific period.

Path Parameters

ParameterTypeRequiredDescription
tickerstringRequiredStock ticker symbol (e.g., "AAPL", "MSFT")

Query Parameters

ParameterTypeRequiredDescription
yearintegerOptionalFiscal year (e.g., 2024). Defaults to the latest available year.
quarterintegerOptionalFiscal quarter (1–4). Defaults to the latest available quarter.

Examples:

https://api.axionquant.com/financials/statements/AAPL/income
https://api.axionquant.com/financials/statements/AAPL/income?year=2024&quarter=3

Response

A JSON object containing income statement line items in the company's reporting currency (typically USD).

{ [key: string]: number | null }

Returns revenue, expenses, earnings, and per-share data.

|

Income Statement (Apple, latest quarter)

Request

Sample code
1from axion import Axion
2
3client = Axion(api_key='axn_123')
4
5income = client.financials.income_statement(
6    'AAPL',
7    year='2024',
8    quarter='1',
9)
10print(income)

Response

{
  "averageDilutionEarnings": null,
  "basicAverageShares": 3229000000,
  "basicEps": 1.2,
  "costOfRevenue": 79218000000,
  "dilutedAverageShares": 3532250000,
  "dilutedEps": 1.09,
  "dilutedNiAvailtoComStockholders": 3862000000,
  "ebit": 5776000000,
  "ebitda": 12067000000,
  "grossProfit": 18661000000,
  "interestExpense": 339000000,
  "interestExpenseNonOperating": 339000000,
  "interestIncome": 1714000000,
  "interestIncomeNonOperating": 1714000000,
  "minorityInterests": -64000000,
  "netIncome": 3862000000,
  "netIncomeCommonStockholders": 3862000000,
  "netIncomeContinuousOperations": 3926000000,
  "netIncomeFromContinuingAndDiscontinuedOperation": 3862000000,
  "netIncomeFromContinuingOperationNetMinorityInterest": 3862000000,
  "netIncomeIncludingNoncontrollingInterests": 3926000000,
  "netInterestIncome": 1375000000,
  "netNonOperatingInterestIncomeExpense": 1375000000,
  "normalizedEbitda": 12467000000,
  "normalizedIncome": 4150835755.01,
  "operatingExpense": 13364000000,
  "operatingIncome": 5297000000,
  "operatingRevenue": 97879000000,
  "otherIncomeExpense": -1235000000,
  "otherNonOperatingIncomeExpenses": -835000000,
  "otherunderPreferredStockDividend": null,
  "pretaxIncome": 5437000000,
  "reconciledCostOfRevenue": 79218000000,
  "reconciledDepreciation": 6291000000,
  "rentExpenseSupplemental": 956000000,
  "researchAndDevelopment": 6948000000,
  "restructuringAndMergernAcquisition": 400000000,
  "sellingGenAdmin": 6416000000,
  "specialIncomeCharges": -400000000,
  "taxEffectOfUnusualItems": -111164244.99,
  "taxProvision": 1511000000,
  "taxRateForCalcs": 0.28,
  "totalExpenses": 92582000000,
  "totalOperatingIncomeAsReported": 4897000000,
  "totalRevenue": 97879000000,
  "totalUnusualItems": -400000000,
  "totalUnusualItemsExcludingGoodwill": -400000000
}
GET/financials/statements/:ticker/cashflow

Returns the quarterly cash flow statement for the specified company. Results default to the most recent quarter. Use the year and quarter query parameters to retrieve a specific period.

Path Parameters

ParameterTypeRequiredDescription
tickerstringRequiredStock ticker symbol (e.g., "AAPL", "MSFT")

Query Parameters

ParameterTypeRequiredDescription
yearintegerOptionalFiscal year (e.g., 2024). Defaults to the latest available year.
quarterintegerOptionalFiscal quarter (1–4). Defaults to the latest available quarter.

Examples:

https://api.axionquant.com/financials/statements/AAPL/cashflow
https://api.axionquant.com/financials/statements/AAPL/cashflow?year=2024&quarter=3

Response

A JSON object containing cash flow statement line items in the company's reporting currency (typically USD).

{ [key: string]: number | null }

Returns operating, investing, and financing cash flow data.

|

Cash Flow (Apple, latest quarter)

Request

Sample code
1from axion import Axion
2
3client = Axion(api_key='axn_123')
4
5cashflow = client.financials.cash_flow_statement(
6    'AAPL',
7    year='2024',
8    quarter='1',
9)
10print(cashflow)

Response

{
  "assetImpairmentCharge": 327000000,
  "beginningCashPosition": 17250000000,
  "capitalExpenditure": -9528000000,
  "capitalExpenditureReported": null,
  "cashFlowFromContinuingFinancingActivities": 2643000000,
  "cashFlowFromContinuingInvestingActivities": -18850000000,
  "cashFlowFromContinuingOperatingActivities": 16528000000,
  "changeInAccountPayable": 4376000000,
  "changeInInventory": -1181000000,
  "changeInOtherCurrentAssets": 225000000,
  "changeInOtherCurrentLiabilities": null,
  "changeInOtherWorkingCapital": 317000000,
  "changeInPayable": 4376000000,
  "changeInPayablesAndAccruedExpense": 5071000000,
  "changeInPrepaidAssets": -2531000000,
  "changeInReceivables": -330000000,
  "changeInWorkingCapital": 1571000000,
  "changesInAccountReceivables": -330000000,
  "changesInCash": 321000000,
  "commonStockIssuance": null,
  "deferredIncomeTax": 30000000,
  "deferredTax": 30000000,
  "depreciation": 6291000000,
  "depreciationAmortizationDepletion": 6291000000,
  "depreciationAndAmortization": 6291000000,
  "effectOfExchangeRateChanges": 84000000,
  "endCashPosition": 17571000000,
  "financingCashFlow": 2643000000,
  "freeCashFlow": 7000000000,
  "gainLossOnSaleOfPpe": 165000000,
  "incomeTaxPaidSupplementalData": 1331000000,
  "interestPaidSupplementalData": 292000000,
  "investingCashFlow": -18850000000,
  "issuanceOfCapitalStock": null,
  "issuanceOfDebt": 9292000000,
  "longTermDebtIssuance": 9292000000,
  "longTermDebtPayments": -7849000000,
  "netBusinessPurchaseAndSale": null,
  "netCommonStockIssuance": null,
  "netForeignCurrencyExchangeGainLoss": 709000000,
  "netIncomeFromContinuingOperations": 3926000000,
  "netIntangiblesPurchaseAndSale": null,
  "netInvestmentPurchaseAndSale": -9322000000,
  "netIssuancePaymentsOfDebt": 1443000000,
  "netLongTermDebtIssuance": 1443000000,
  "netOtherFinancingCharges": -34000000,
  "netOtherInvestingChanges": null,
  "netPpePurchaseAndSale": -9528000000,
  "operatingCashFlow": 16528000000,
  "operatingGainsLosses": 874000000,
  "otherNonCashItems": 227000000,
  "proceedsFromStockOptionExercised": 1234000000,
  "purchaseOfBusiness": null,
  "purchaseOfIntangibles": null,
  "purchaseOfInvestment": -41414000000,
  "purchaseOfPpe": -9528000000,
  "repaymentOfDebt": -7849000000,
  "saleOfBusiness": null,
  "saleOfIntangibles": null,
  "saleOfInvestment": 32092000000,
  "saleOfPpe": null,
  "stockBasedCompensation": 3282000000
}
GET/financials/dcf/:ticker/value

Returns a discounted cash flow (DCF) valuation for the specified company, including enterprise value, fair price, margin of safety, and a buy/sell recommendation.

Path Parameters

ParameterTypeRequiredDescription
tickerstringRequiredStock ticker symbol (e.g., "AAPL", "MSFT")

Examples:

https://api.axionquant.com/financials/dcf/AAPL/value
https://api.axionquant.com/financials/dcf/MSFT/value

Key Response Fields

enterpriseValue

Total enterprise value (market cap + debt - cash)

cash

Cash and cash equivalents

totalDebt

Total outstanding debt

equityValue

Equity value (enterprise value - debt + cash)

sharesOutstanding

Number of shares outstanding

fairPrice

Estimated fair value per share

currentPrice

Current market price per share

marginOfSafety

Percentage margin of safety (fair price vs. current price)

recommendation

Investment recommendation (Buy or Sell)

|

DCF Valuation (Apple)

Request

Sample code
1from axion import Axion
2client = Axion(api_key='axn_123')
3
4dcf = client.financials.dcf_value('AAPL')
5print(dcf)

Response

{
  "enterpriseValue": 3953331149665.99,
  "cash": 68507000000,
  "totalDebt": 111088000000,
  "equityValue": 3910750149665.99,
  "sharesOutstanding": 14687356000,
  "fairPrice": 266.27,
  "currentPrice": 315.32,
  "marginOfSafety": -0.18,
  "recommendation": "Sell"
}
GET/financials/dcf/:ticker/rate

Returns the weighted average cost of capital (WACC) and supporting inputs for the specified company, including cost of equity, cost of debt, and capital structure weights.

Path Parameters

ParameterTypeRequiredDescription
tickerstringRequiredStock ticker symbol (e.g., "AAPL", "MSFT")

Examples:

https://api.axionquant.com/financials/dcf/AAPL/rate
https://api.axionquant.com/financials/dcf/MSFT/rate

Key Response Fields

marketCap

Market capitalization

beta5y

Five-year beta (stock volatility vs. market)

totalDebt

Total outstanding debt

interestExpense

Annual interest expense

pretaxIncome

Pre-tax income

taxProvision

Tax provision

riskFreeRate

Risk-free rate (10-year Treasury yield)

weightOfDebt

Weight of debt in capital structure

weightOfEquity

Weight of equity in capital structure

costOfDebt

After-tax cost of debt

costOfEquity

Cost of equity (CAPM)

taxRate

Effective tax rate

wacc

Weighted average cost of capital

|

Discount Rate / WACC (Apple)

Request

Sample code
1from axion import Axion
2client = Axion(api_key='axn_123')
3
4rate = client.financials.dcf_rate('AAPL')
5print(rate)

Response

{
  "marketCap": 4631217093920,
  "beta5y": 1.0839,
  "totalDebt": 111088000000,
  "interestExpense": 1002000000,
  "pretaxIncome": 26998000000,
  "taxProvision": 4042000000,
  "riskFreeRate": 0.0353,
  "weightOfDebt": 0.0234,
  "weightOfEquity": 0.9766,
  "costOfDebt": 0.009,
  "costOfEquity": 0.1054,
  "taxRate": 0.15,
  "wacc": 0.1031
}