Discount Cash Flow - Financials API - AxionQuant Docs

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

Parameter	Type	Required	Description
ticker	string	Required	Stock 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

Parameter	Type	Required	Description
ticker	string	Required	Stock 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
}

GET/financials/:ticker/eps

Returns trailing twelve-month (TTM) earnings per share for the specified company, with each data point linked to an earnings report date.

Path Parameters

Parameter	Type	Required	Description
ticker	string	Required	Stock ticker symbol (e.g., "AAPL", "MSFT")

Query Parameters

Parameter	Type	Required	Description
from	date	Optional	Start date (YYYY-MM-DD)
to	date	Optional	End date (YYYY-MM-DD)

Examples:

https://api.axionquant.com/financials/AAPL/eps

https://api.axionquant.com/financials/MSFT/eps

EPS (Apple)

Request

Sample code

1from axion import Axion
2client = Axion(api_key='axn_123')
3
4eps = client.financials.eps('AAPL',
5    from_date='2024-01-01',
6    to_date='2024-12-31'
7)
8print(eps)

Response

[
  {
    "reportDate": "2024-12-31",
    "tailingEps": 6.29
  },
  {
    "reportDate": "2025-03-31",
    "tailingEps": 6.41
  },
  {
    "reportDate": "2025-06-30",
    "tailingEps": 6.58
  },
  {
    "reportDate": "2025-09-30",
    "tailingEps": 7.46
  },
  {
    "reportDate": "2025-12-31",
    "tailingEps": 7.9
  },
  {
    "reportDate": "2026-03-31",
    "tailingEps": 8.27
  }
]

GET/financials/:ticker/pe

Returns daily price-to-earnings ratio calculated using TTM EPS and daily closing prices. Supports resampling via the frame parameter.

Path Parameters

Parameter	Type	Required	Description
ticker	string	Required	Stock ticker symbol

Query Parameters

Parameter Type Required Description

from date Optional Start date

to date Optional End date

frame

string

Optional

Resampling frequency for data aggregation. Default: daily.

Value(s)	Resolves to
daily, day, d	daily
weekly, w	week
monthly, month, m	month
quarterly, quarter, q	quarter
yearly, year, y	year

Examples:

https://api.axionquant.com/financials/AAPL/pe

https://api.axionquant.com/financials/AAPL/pe?frame=weekly

P/E Ratio (Apple)

Request

Sample code

1from axion import Axion
2client = Axion(api_key='axn_123')
3
4pe = client.financials.pe('AAPL',
5    from_date='2024-01-01',
6    to_date='2024-12-31',
7    frame='weekly'
8)
9print(pe)

Response

[
  {
    "reportDate": "2026-07-06",
    "epsReportDate": "2026-03-31",
    "closePrice": 312.66,
    "ttmEps": 8.27,
    "ttmPe": 37.82
  },
  {
    "reportDate": "2026-07-07",
    "epsReportDate": "2026-03-31",
    "closePrice": 310.66,
    "ttmEps": 8.27,
    "ttmPe": 37.58
  },
  {
    "reportDate": "2026-07-08",
    "epsReportDate": "2026-03-31",
    "closePrice": 313.39,
    "ttmEps": 8.27,
    "ttmPe": 37.91
  },
  {
    "reportDate": "2026-07-09",
    "epsReportDate": "2026-03-31",
    "closePrice": 316.22,
    "ttmEps": 8.27,
    "ttmPe": 38.25
  },
  {
    "reportDate": "2026-07-10",
    "epsReportDate": "2026-03-31",
    "closePrice": 315.32,
    "ttmEps": 8.27,
    "ttmPe": 38.14
  },
  {
    "reportDate": "2026-07-13",
    "epsReportDate": "2026-03-31",
    "closePrice": 317.31,
    "ttmEps": 8.27,
    "ttmPe": 38.38
  }
]

GET/financials/:ticker/marketcap

Returns daily market capitalization calculated from closing price and latest shares outstanding.

Path Parameters

Parameter	Type	Required	Description
ticker	string	Required	Stock ticker symbol

Query Parameters

Parameter Type Required Description

from date Optional Start date

to date Optional End date

frame

string

Optional

Resampling frequency for data aggregation. Default: daily.

Value(s)	Resolves to
daily, day, d	daily
weekly, w	week
monthly, month, m	month
quarterly, quarter, q	quarter
yearly, year, y	year

Examples:

https://api.axionquant.com/financials/AAPL/marketcap

https://api.axionquant.com/financials/AAPL/marketcap?frame=weekly

Market Cap (Apple)

Request

Sample code

1from axion import Axion
2client = Axion(api_key='axn_123')
3
4market_cap = client.financials.market_cap('AAPL',
5    from_date='2024-01-01',
6    to_date='2024-12-31',
7    frame='monthly'
8)
9print(market_cap)

Response

[
  {
    "reportDate": "2026-07-02",
    "sharesReportDate": "2026-04-17",
    "closePrice": 308.63,
    "sharesOutstanding": 14687356000,
    "marketCapitalization": 4532958682280
  },
  {
    "reportDate": "2026-07-06",
    "sharesReportDate": "2026-04-17",
    "closePrice": 312.66,
    "sharesOutstanding": 14687356000,
    "marketCapitalization": 4592148726960
  },
  {
    "reportDate": "2026-07-07",
    "sharesReportDate": "2026-04-17",
    "closePrice": 310.66,
    "sharesOutstanding": 14687356000,
    "marketCapitalization": 4562774014960
  },
  {
    "reportDate": "2026-07-08",
    "sharesReportDate": "2026-04-17",
    "closePrice": 313.39,
    "sharesOutstanding": 14687356000,
    "marketCapitalization": 4602870496840
  },
  {
    "reportDate": "2026-07-09",
    "sharesReportDate": "2026-04-17",
    "closePrice": 316.22,
    "sharesOutstanding": 14687356000,
    "marketCapitalization": 4644435714320
  },
  {
    "reportDate": "2026-07-10",
    "sharesReportDate": "2026-04-17",
    "closePrice": 315.32,
    "sharesOutstanding": 14687356000,
    "marketCapitalization": 4631217093920
  },
  {
    "reportDate": "2026-07-13",
    "sharesReportDate": "2026-04-17",
    "closePrice": 317.31,
    "sharesOutstanding": 14687356000,
    "marketCapitalization": 4660444932360
  }
]

GET/financials/:ticker/roe

Returns quarterly return on equity calculated as net income divided by average equity between periods.

Path Parameters

Parameter	Type	Required	Description
ticker	string	Required	Stock ticker symbol

Query Parameters

Parameter	Type	Required	Description
from	date	Optional	Start date
to	date	Optional	End date

Examples:

https://api.axionquant.com/financials/AAPL/roe

https://api.axionquant.com/financials/MSFT/roe

ROE (Apple)

Request

Sample code

1from axion import Axion
2client = Axion(api_key='axn_123')
3
4roe = client.financials.roe('AAPL',
5    from_date='2024-01-01',
6    to_date='2024-12-31'
7)
8print(roe)

Response

[
  {
    "reportDate": "2024-12-31",
    "netIncomeCommonStockholders": 36330000000,
    "beginningStockholdersEquity": 56950000000,
    "endingStockholdersEquity": 66758000000,
    "avgEquity": 61854000000,
    "roe": 0.5874
  },
  {
    "reportDate": "2025-03-31",
    "netIncomeCommonStockholders": 24780000000,
    "beginningStockholdersEquity": 66758000000,
    "endingStockholdersEquity": 66796000000,
    "avgEquity": 66777000000,
    "roe": 0.3711
  },
  {
    "reportDate": "2025-06-30",
    "netIncomeCommonStockholders": 23434000000,
    "beginningStockholdersEquity": 66796000000,
    "endingStockholdersEquity": 65830000000,
    "avgEquity": 66313000000,
    "roe": 0.3534
  },
  {
    "reportDate": "2025-09-30",
    "netIncomeCommonStockholders": 27466000000,
    "beginningStockholdersEquity": 65830000000,
    "endingStockholdersEquity": 73733000000,
    "avgEquity": 69781500000,
    "roe": 0.3936
  },
  {
    "reportDate": "2025-12-31",
    "netIncomeCommonStockholders": 42097000000,
    "beginningStockholdersEquity": 73733000000,
    "endingStockholdersEquity": 88190000000,
    "avgEquity": 80961500000,
    "roe": 0.52
  },
  {
    "reportDate": "2026-03-31",
    "netIncomeCommonStockholders": 29578000000,
    "beginningStockholdersEquity": 88190000000,
    "endingStockholdersEquity": 106491000000,
    "avgEquity": 97340500000,
    "roe": 0.3039
  }
]

GET/financials/:ticker/ev

Returns daily enterprise value calculated as market cap plus total debt minus cash and cash equivalents.

Path Parameters

Parameter	Type	Required	Description
ticker	string	Required	Stock ticker symbol

Query Parameters

Parameter Type Required Description

from date Optional Start date

to date Optional End date

frame

string

Optional

Resampling frequency for data aggregation. Default: daily.

Value(s)	Resolves to
daily, day, d	daily
weekly, w	week
monthly, month, m	month
quarterly, quarter, q	quarter
yearly, year, y	year

Examples:

https://api.axionquant.com/financials/AAPL/ev

https://api.axionquant.com/financials/AAPL/ev?frame=weekly

Enterprise Value (Apple)

Request

Sample code

1from axion import Axion
2client = Axion(api_key='axn_123')
3
4ev = client.financials.enterprise_value('AAPL',
5    from_date='2024-01-01',
6    to_date='2024-12-31',
7    frame='weekly'
8)
9print(ev)

Response

[
  {
    "reportDate": "2026-06-24",
    "marketCapitalization": 4304570296480,
    "totalDebt": 84711000000,
    "cashAndCashEquivalents": 45572000000,
    "enterpriseValue": 4343709296480
  },
  {
    "reportDate": "2026-06-25",
    "marketCapitalization": 4041226003400,
    "totalDebt": 84711000000,
    "cashAndCashEquivalents": 45572000000,
    "enterpriseValue": 4080365003400
  },
  {
    "reportDate": "2026-06-26",
    "marketCapitalization": 4167977885680,
    "totalDebt": 84711000000,
    "cashAndCashEquivalents": 45572000000,
    "enterpriseValue": 4207116885680
  },
  {
    "reportDate": "2026-06-29",
    "marketCapitalization": 4138015679440,
    "totalDebt": 84711000000,
    "cashAndCashEquivalents": 45572000000,
    "enterpriseValue": 4177154679440
  },
  {
    "reportDate": "2026-06-30",
    "marketCapitalization": 4249933332160,
    "totalDebt": 84711000000,
    "cashAndCashEquivalents": 45572000000,
    "enterpriseValue": 4289072332160
  },
  {
    "reportDate": "2026-07-01",
    "marketCapitalization": 4323663859280,
    "totalDebt": 84711000000,
    "cashAndCashEquivalents": 45572000000,
    "enterpriseValue": 4362802859280
  },
  {
    "reportDate": "2026-07-02",
    "marketCapitalization": 4532958682280,
    "totalDebt": 84711000000,
    "cashAndCashEquivalents": 45572000000,
    "enterpriseValue": 4572097682280
  },
  {
    "reportDate": "2026-07-06",
    "marketCapitalization": 4592148726960,
    "totalDebt": 84711000000,
    "cashAndCashEquivalents": 45572000000,
    "enterpriseValue": 4631287726960
  },
  {
    "reportDate": "2026-07-07",
    "marketCapitalization": 4562774014960,
    "totalDebt": 84711000000,
    "cashAndCashEquivalents": 45572000000,
    "enterpriseValue": 4601913014960
  },
  {
    "reportDate": "2026-07-08",
    "marketCapitalization": 4602870496840,
    "totalDebt": 84711000000,
    "cashAndCashEquivalents": 45572000000,
    "enterpriseValue": 4642009496840
  },
  {
    "reportDate": "2026-07-09",
    "marketCapitalization": 4644435714320,
    "totalDebt": 84711000000,
    "cashAndCashEquivalents": 45572000000,
    "enterpriseValue": 4683574714320
  },
  {
    "reportDate": "2026-07-10",
    "marketCapitalization": 4631217093920,
    "totalDebt": 84711000000,
    "cashAndCashEquivalents": 45572000000,
    "enterpriseValue": 4670356093920
  },
  {
    "reportDate": "2026-07-13",
    "marketCapitalization": 4660444932360,
    "totalDebt": 84711000000,
    "cashAndCashEquivalents": 45572000000,
    "enterpriseValue": 4699583932360
  }
]

GET/financials/:ticker/ebitda

Returns trailing twelve-month EBITDA (earnings before interest, taxes, depreciation, and amortization).

Path Parameters

Parameter	Type	Required	Description
ticker	string	Required	Stock ticker symbol

Query Parameters

Parameter	Type	Required	Description
from	date	Optional	Start date
to	date	Optional	End date

Examples:

https://api.axionquant.com/financials/AAPL/ebitda

https://api.axionquant.com/financials/MSFT/ebitda

EBITDA (Apple)

Request

Sample code

1from axion import Axion
2client = Axion(api_key='axn_123')
3
4ebitda = client.financials.ebitda('AAPL',
5    from_date='2024-01-01',
6    to_date='2024-12-31'
7)
8print(ebitda)

Response

[
  {
    "reportDate": "2025-06-30",
    "ttmEbitda": 141696000000,
    "reportDateEbitda": {
      "2024-09-30": 32502000000,
      "2024-12-31": 45912000000,
      "2025-03-31": 32250000000,
      "2025-06-30": 31032000000
    },
    "exchangeToUsdRate": 1,
    "ttmEbitdaUsd": 141696000000
  },
  {
    "reportDate": "2025-09-30",
    "ttmEbitda": 144748000000,
    "reportDateEbitda": {
      "2024-12-31": 45912000000,
      "2025-03-31": 32250000000,
      "2025-06-30": 31032000000,
      "2025-09-30": 35554000000
    },
    "exchangeToUsdRate": 1,
    "ttmEbitdaUsd": 144748000000
  },
  {
    "reportDate": "2025-12-31",
    "ttmEbitda": 152902000000,
    "reportDateEbitda": {
      "2025-03-31": 32250000000,
      "2025-06-30": 31032000000,
      "2025-09-30": 35554000000,
      "2025-12-31": 54066000000
    },
    "exchangeToUsdRate": 1,
    "ttmEbitdaUsd": 152902000000
  },
  {
    "reportDate": "2026-03-31",
    "ttmEbitda": 159976000000,
    "reportDateEbitda": {
      "2025-06-30": 31032000000,
      "2025-09-30": 35554000000,
      "2025-12-31": 54066000000,
      "2026-03-31": 39324000000
    },
    "exchangeToUsdRate": 1,
    "ttmEbitdaUsd": 159976000000
  }
]

GET/financials/:ticker/de

Returns quarterly debt-to-equity ratio calculated as total debt divided by stockholders' equity.

Path Parameters

Parameter	Type	Required	Description
ticker	string	Required	Stock ticker symbol

Query Parameters

Parameter	Type	Required	Description
from	date	Optional	Start date
to	date	Optional	End date

Examples:

https://api.axionquant.com/financials/AAPL/de

https://api.axionquant.com/financials/MSFT/de

D/E Ratio (Apple)

Request

Sample code

1from axion import Axion
2client = Axion(api_key='axn_123')
3
4de = client.financials.debt_to_equity('AAPL',
5    from_date='2024-01-01',
6    to_date='2024-12-31'
7)
8print(de)

Response

[
  {
    "reportDate": "2024-09-30",
    "totalDebt": 106629000000,
    "stockholdersEquity": 56950000000,
    "debtToEquity": 1.87
  },
  {
    "reportDate": "2024-12-31",
    "totalDebt": 96799000000,
    "stockholdersEquity": 66758000000,
    "debtToEquity": 1.45
  },
  {
    "reportDate": "2025-03-31",
    "totalDebt": 98186000000,
    "stockholdersEquity": 66796000000,
    "debtToEquity": 1.47
  },
  {
    "reportDate": "2025-06-30",
    "totalDebt": 101698000000,
    "stockholdersEquity": 65830000000,
    "debtToEquity": 1.54
  },
  {
    "reportDate": "2025-09-30",
    "totalDebt": 98657000000,
    "stockholdersEquity": 73733000000,
    "debtToEquity": 1.34
  },
  {
    "reportDate": "2025-12-31",
    "totalDebt": 90509000000,
    "stockholdersEquity": 88190000000,
    "debtToEquity": 1.03
  },
  {
    "reportDate": "2026-03-31",
    "totalDebt": 84711000000,
    "stockholdersEquity": 106491000000,
    "debtToEquity": 0.8
  }
]

GET/financials/:ticker/total/assets

Returns total assets as reported on the balance sheet at the end of each fiscal year.

Path Parameters

Parameter	Type	Required	Description
ticker	string	Required	Stock ticker symbol

Query Parameters

Parameter	Type	Required	Description
periods	integer	Optional	Number of fiscal years to return (default: 1).

Examples:

https://api.axionquant.com/financials/AAPL/total/assets

https://api.axionquant.com/financials/AAPL/total/assets?periods=3

Response

[number, number, ...]

Year-end total assets.

Total Assets (Apple, 4 periods)

Request

Sample code

1from axion import Axion
2client = Axion(api_key='axn_123')
3
4total_assets = client.financials.total_assets('AAPL', periods=4)
5print(total_assets)

Response

[
  379297000000,
  359241000000,
  359241000000,
  331495000000
]

GET/financials/:ticker/current/assets

Returns current assets (cash, receivables, inventory, etc.) at fiscal year-end.

Path Parameters

Parameter	Type	Required	Description
ticker	string	Required	Stock ticker symbol

Query Parameters

Parameter	Type	Required	Description
periods	integer	Optional	Number of fiscal years to return (default: 1).

Examples:

https://api.axionquant.com/financials/AAPL/current/assets

https://api.axionquant.com/financials/AAPL/current/assets?periods=3

Response

[number, number, ...]

Year-end current assets.

Current Assets (Apple, 4 periods)

Request

Sample code

1from axion import Axion
2client = Axion(api_key='axn_123')
3
4current_assets = client.financials.current_assets('AAPL', periods=4)
5print(current_assets)

Response

[
  158104000000,
  147957000000,
  147957000000,
  122491000000
]

Financials Discount Cash Flow

Path Parameters

Examples:

Key Response Fields

DCF Valuation (Apple)

Path Parameters

Examples:

Key Response Fields

Discount Rate / WACC (Apple)

Path Parameters

Query Parameters

Examples:

EPS (Apple)

Path Parameters

Query Parameters

Examples:

P/E Ratio (Apple)

Path Parameters

Query Parameters

Examples:

Market Cap (Apple)

Path Parameters

Query Parameters

Examples:

ROE (Apple)

Path Parameters

Query Parameters

Examples:

Enterprise Value (Apple)

Path Parameters

Query Parameters

Examples:

EBITDA (Apple)

Path Parameters

Query Parameters

Examples:

D/E Ratio (Apple)

Path Parameters

Query Parameters

Examples:

Response

Total Assets (Apple, 4 periods)

Path Parameters

Query Parameters

Examples:

Response

Current Assets (Apple, 4 periods)