XBRL Metrics
This pipeline fetches SEC EDGAR 10k and 10q filings of more than 600 companies, extracts the XBRL facts, computes derived metrics, and links them to yfinance course data. This data stream is as pure as possible.
Profile coverage
Which metrics each business profile shows, and which it suppresses. A bank has no inventory and a REIT is not valued on earnings, so showing every metric for every company would mean showing numbers that do not mean anything.
standard shows 38 of 81 registered metrics.
Fundamentals — 9 of 29
Shown: Revenue growth, Income growth, Operating Margin, Return on Equity, Debt-to-Equity Ratio, Payout Ratio, Free Cash Flow Margin, Net Debt / EBITDA, Rule of 40
Hidden for this profile: Net Interest Margin, Efficiency Ratio, Return on Assets, Equity / Assets, Provision/Revenue, Combined Ratio, Loss Ratio, Expense Ratio, Net Investment Yield, Reserve Growth, Inventory Turnover (x/Year), Days Inventory Outstanding, Days Sales Outstanding, Days Payable Outstanding, Cash Conversion Cycle (Days), R&D Intensity (% Revenue), CapEx Intensity (% Revenue), Operating Leverage, Operating Income YOY Growth, FFO Margin (% Revenue)
Valuation — 9 of 13
Shown: P/E (TTM), P/B, P/FCF (TTM), EV/FCF (TTM), P/FCF ex-SBC (TTM), EV/EBITDA, EV/Sales, dividend yield, PE to Revenue Growth
Hidden for this profile: P/TBV, P/PPNR, P/Core Earnings, P/FFO (TTM)
Growth — 20 of 39
Shown: Revenue growth (Quartal), Net Income Growth (Quartal), Shares Outstanding (Stock Dilution/Repurchase), EPS Growth (TTM), Free Cash Flow Growth (TTM), Operating Income Growth (TTM), Equity Growth (Quartal), Operating Income Growth (Quartal), Pre-tax Income Growth (Quartal), Income Tax Expense Growth (Quartal), Operating Cash Flow Growth (Quartal), Capital Expenditure Growth (Quartal), D&A Growth (Quartal), Share-based Compensation Growth (Quartal), Dividend per Share Growth (Quartal), Stock Issued Growth (Quartal), Stock Repurchased Growth (Quartal), Cash Growth (Quartal), Goodwill Growth (Quartal), Long-term Debt Growth (Quartal)
Hidden for this profile: PPNR Growth (TTM), Core Operating Earnings Growth (TTM), FFO Growth (TTM), Cost of Revenue Growth (Quartal), R&D Growth (Quartal), Total Assets Growth (Quartal), Inventory Growth (Quartal), Receivables Growth (Quartal), Payables Growth (Quartal), Net Interest Income Growth (Quartal), Noninterest Income Growth (Quartal), Noninterest Expense Growth (Quartal), Credit Loss Provision Growth (Quartal), Earned Premiums Growth (Quartal), Incurred Losses Growth (Quartal), Benefits, Losses and Expenses Growth (Quartal), Net Investment Income Growth (Quartal), Investment Portfolio Growth (Quartal), Claims Reserve Growth (Quartal)
Full matrix
81 metrics × 24 profiles. The per-profile view above answers "what does this company show"; this answers "who sees this metric", which is the question the matrix is uniquely good at. Scrolls horizontally.
| metric | chart | profiles | airline | alt_asset_manager | captive_finance | consumer_staples | energy | energy_integrated | financial | health_services | homebuilder | industrials | insurance_life | insurance_pc | leisure | marketplace | materials | materials_integrated | media | pharma_medtech | railroads | reit | retail | standard | telecom_cable | utilities |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue growth | fundamentals | 24 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Income growth | fundamentals | 23 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | · | ✓ | ✓ | ✓ | ✓ |
| Operating Margin | fundamentals | 14 | ✓ | · | ✓ | ✓ | ✓ | · | · | ✓ | · | ✓ | · | · | ✓ | ✓ | ✓ | · | ✓ | · | ✓ | · | · | ✓ | ✓ | ✓ |
| Return on Equity | fundamentals | 24 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Debt-to-Equity Ratio | fundamentals | 21 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | · | ✓ | ✓ | ✓ | · | · | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Payout Ratio | fundamentals | 21 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | · | ✓ | ✓ | ✓ | ✓ | ✓ | · | · | ✓ | ✓ | ✓ |
| Free Cash Flow Margin | fundamentals | 19 | ✓ | · | ✓ | ✓ | ✓ | ✓ | · | ✓ | ✓ | ✓ | · | · | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | · | ✓ | ✓ | ✓ | ✓ |
| Net Debt / EBITDA | fundamentals | 14 | ✓ | · | ✓ | ✓ | ✓ | · | · | ✓ | · | ✓ | · | · | ✓ | ✓ | ✓ | · | ✓ | · | ✓ | · | · | ✓ | ✓ | ✓ |
| Rule of 40 | fundamentals | 2 | · | · | · | · | · | · | · | · | · | · | · | · | · | ✓ | · | · | · | · | · | · | · | ✓ | · | · |
| Net Interest Margin | fundamentals | 1 | · | · | · | · | · | · | ✓ | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
| Efficiency Ratio | fundamentals | 1 | · | · | · | · | · | · | ✓ | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
| Return on Assets | fundamentals | 1 | · | · | · | · | · | · | ✓ | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
| Equity / Assets | fundamentals | 1 | · | · | · | · | · | · | ✓ | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
| Provision/Revenue | fundamentals | 1 | · | · | · | · | · | · | ✓ | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
| Combined Ratio | fundamentals | 2 | · | · | · | · | · | · | · | · | · | · | ✓ | ✓ | · | · | · | · | · | · | · | · | · | · | · | · |
| Loss Ratio | fundamentals | 2 | · | · | · | · | · | · | · | · | · | · | ✓ | ✓ | · | · | · | · | · | · | · | · | · | · | · | · |
| Expense Ratio | fundamentals | 2 | · | · | · | · | · | · | · | · | · | · | ✓ | ✓ | · | · | · | · | · | · | · | · | · | · | · | · |
| Net Investment Yield | fundamentals | 2 | · | · | · | · | · | · | · | · | · | · | ✓ | ✓ | · | · | · | · | · | · | · | · | · | · | · | · |
| Reserve Growth | fundamentals | 2 | · | · | · | · | · | · | · | · | · | · | ✓ | ✓ | · | · | · | · | · | · | · | · | · | · | · | · |
| Inventory Turnover (x/Year) | fundamentals | 3 | · | · | · | ✓ | · | · | · | · | ✓ | · | · | · | · | · | · | · | · | · | · | · | ✓ | · | · | · |
| Days Inventory Outstanding | fundamentals | 3 | · | · | · | ✓ | · | · | · | · | ✓ | · | · | · | · | · | · | · | · | · | · | · | ✓ | · | · | · |
| Days Sales Outstanding | fundamentals | 3 | · | · | · | ✓ | · | · | · | · | ✓ | · | · | · | · | · | · | · | · | · | · | · | ✓ | · | · | · |
| Days Payable Outstanding | fundamentals | 3 | · | · | · | ✓ | · | · | · | · | ✓ | · | · | · | · | · | · | · | · | · | · | · | ✓ | · | · | · |
| Cash Conversion Cycle (Days) | fundamentals | 3 | · | · | · | ✓ | · | · | · | · | ✓ | · | · | · | · | · | · | · | · | · | · | · | ✓ | · | · | · |
| R&D Intensity (% Revenue) | fundamentals | 1 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | ✓ | · | · | · |
| CapEx Intensity (% Revenue) | fundamentals | 11 | ✓ | · | ✓ | · | ✓ | ✓ | · | · | · | ✓ | · | · | · | ✓ | ✓ | ✓ | · | · | ✓ | · | · | · | ✓ | ✓ |
| Operating Leverage | fundamentals | 1 | · | · | · | · | · | · | · | · | · | ✓ | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
| Operating Income YOY Growth | fundamentals | 1 | · | · | · | · | · | · | · | · | · | ✓ | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
| FFO Margin (% Revenue) | fundamentals | 1 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | ✓ | · | · | · | · |
| P/E (TTM) | valuation | 23 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | · | ✓ | ✓ | ✓ | ✓ |
| P/B | valuation | 21 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | · | ✓ | ✓ | ✓ | · | · | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| P/FCF (TTM) | valuation | 18 | ✓ | · | ✓ | ✓ | ✓ | ✓ | · | ✓ | ✓ | ✓ | · | · | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | · | ✓ | ✓ | ✓ | · |
| EV/FCF (TTM) | valuation | 19 | ✓ | · | ✓ | ✓ | ✓ | ✓ | · | ✓ | ✓ | ✓ | · | · | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | · |
| P/FCF ex-SBC (TTM) | valuation | 18 | ✓ | · | ✓ | ✓ | ✓ | ✓ | · | ✓ | ✓ | ✓ | · | · | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | · | ✓ | ✓ | ✓ | · |
| EV/EBITDA | valuation | 15 | ✓ | · | ✓ | ✓ | ✓ | · | · | ✓ | · | ✓ | · | · | ✓ | ✓ | ✓ | · | ✓ | · | ✓ | · | ✓ | ✓ | ✓ | ✓ |
| EV/Sales | valuation | 21 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | · | ✓ | ✓ | ✓ | · | · | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| dividend yield | valuation | 23 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | · | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| P/TBV | valuation | 3 | · | · | · | · | · | · | ✓ | · | · | · | ✓ | ✓ | · | · | · | · | · | · | · | · | · | · | · | · |
| P/PPNR | valuation | 1 | · | · | · | · | · | · | ✓ | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
| P/Core Earnings | valuation | 2 | · | · | · | · | · | · | · | · | · | · | ✓ | ✓ | · | · | · | · | · | · | · | · | · | · | · | · |
| P/FFO (TTM) | valuation | 1 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | ✓ | · | · | · | · |
| PE to Revenue Growth | valuation | 23 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | · | ✓ | ✓ | ✓ | ✓ |
| Revenue growth (Quartal) | growth | 24 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Net Income Growth (Quartal) | growth | 24 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Shares Outstanding (Stock Dilution/Repurchase) | growth | 24 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| EPS Growth (TTM) | growth | 23 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | · | ✓ | ✓ | ✓ | ✓ |
| Free Cash Flow Growth (TTM) | growth | 20 | ✓ | · | ✓ | ✓ | ✓ | ✓ | · | ✓ | ✓ | ✓ | · | · | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Operating Income Growth (TTM) | growth | 23 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | · | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Equity Growth (Quartal) | growth | 24 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| PPNR Growth (TTM) | growth | 1 | · | · | · | · | · | · | ✓ | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
| Core Operating Earnings Growth (TTM) | growth | 2 | · | · | · | · | · | · | · | · | · | · | ✓ | ✓ | · | · | · | · | · | · | · | · | · | · | · | · |
| FFO Growth (TTM) | growth | 1 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | ✓ | · | · | · | · |
| Cost of Revenue Growth (Quartal) | growth | 2 | · | · | · | · | · | · | · | · | ✓ | · | · | · | · | · | · | · | · | · | · | · | ✓ | · | · | · |
| Operating Income Growth (Quartal) | growth | 24 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Pre-tax Income Growth (Quartal) | growth | 24 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Income Tax Expense Growth (Quartal) | growth | 24 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Operating Cash Flow Growth (Quartal) | growth | 24 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Capital Expenditure Growth (Quartal) | growth | 24 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| D&A Growth (Quartal) | growth | 24 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| R&D Growth (Quartal) | growth | 2 | · | · | · | · | · | · | · | ✓ | · | · | · | · | · | · | · | · | · | ✓ | · | · | · | · | · | · |
| Share-based Compensation Growth (Quartal) | growth | 18 | ✓ | · | ✓ | ✓ | ✓ | ✓ | · | ✓ | ✓ | ✓ | · | · | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | · | ✓ | ✓ | ✓ | · |
| Dividend per Share Growth (Quartal) | growth | 24 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Stock Issued Growth (Quartal) | growth | 24 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Stock Repurchased Growth (Quartal) | growth | 24 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Total Assets Growth (Quartal) | growth | 1 | · | · | · | · | · | · | ✓ | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
| Cash Growth (Quartal) | growth | 24 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Goodwill Growth (Quartal) | growth | 24 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Inventory Growth (Quartal) | growth | 2 | · | · | · | · | · | · | · | · | ✓ | · | · | · | · | · | · | · | · | · | · | · | ✓ | · | · | · |
| Receivables Growth (Quartal) | growth | 2 | · | · | · | · | · | · | · | · | ✓ | · | · | · | · | · | · | · | · | · | · | · | ✓ | · | · | · |
| Payables Growth (Quartal) | growth | 2 | · | · | · | · | · | · | · | · | ✓ | · | · | · | · | · | · | · | · | · | · | · | ✓ | · | · | · |
| Long-term Debt Growth (Quartal) | growth | 24 | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Net Interest Income Growth (Quartal) | growth | 1 | · | · | · | · | · | · | ✓ | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
| Noninterest Income Growth (Quartal) | growth | 1 | · | · | · | · | · | · | ✓ | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
| Noninterest Expense Growth (Quartal) | growth | 1 | · | · | · | · | · | · | ✓ | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
| Credit Loss Provision Growth (Quartal) | growth | 1 | · | · | · | · | · | · | ✓ | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · |
| Earned Premiums Growth (Quartal) | growth | 2 | · | · | · | · | · | · | · | · | · | · | ✓ | ✓ | · | · | · | · | · | · | · | · | · | · | · | · |
| Incurred Losses Growth (Quartal) | growth | 2 | · | · | · | · | · | · | · | · | · | · | ✓ | ✓ | · | · | · | · | · | · | · | · | · | · | · | · |
| Benefits, Losses and Expenses Growth (Quartal) | growth | 2 | · | · | · | · | · | · | · | · | · | · | ✓ | ✓ | · | · | · | · | · | · | · | · | · | · | · | · |
| Net Investment Income Growth (Quartal) | growth | 2 | · | · | · | · | · | · | · | · | · | · | ✓ | ✓ | · | · | · | · | · | · | · | · | · | · | · | · |
| Investment Portfolio Growth (Quartal) | growth | 2 | · | · | · | · | · | · | · | · | · | · | ✓ | ✓ | · | · | · | · | · | · | · | · | · | · | · | · |
| Claims Reserve Growth (Quartal) | growth | 2 | · | · | · | · | · | · | · | · | · | · | ✓ | ✓ | · | · | · | · | · | · | · | · | · | · | · | · |