Factset Key Stats API

openapi: 3.2.0
info:
  title: FactSet Overview Report Builder Key Stats API
  description: Get relevant industry-specific data for high level analysis of public and private companies
  license:
    name: Apache License, Version 2.0
    url: https://www.apache.org/licenses/LICENSE-2.0
  version: 1.2.0
  contact:
    name: FactSet Research Systems
    url: https://developer.factset.com/contact
    email: api@factset.com
servers:
- url: https://api.factset.com/report/overview/v1
security:
- FactSetApiKey: []
- FactSetOAuth2: []
tags:
- name: Key Stats
paths:
  /key-stats:
    description: Returns key financial metrics for private and public companies, as well as ETFs and mutual funds.  This endpoint provides a quick and easy way to obtain fundamental financial data. These key statistics can be used to evaluate a company's financial health, compare it to other companies in the same industry, and make informed investment decisions.
    get:
      tags:
      - Key Stats
      summary: Factset Key Stats
      parameters:
      - name: id
        in: query
        description: Company ticker
        required: true
        schema:
          type: string
          example: FDS
      responses:
        '200':
          $ref: '#/components/responses/200OKKeyStats'
        '400':
          $ref: '#/components/responses/400BadRequest'
        '401':
          $ref: '#/components/responses/401Unauthorized'
        '404':
          $ref: '#/components/responses/404NotFound'
        '429':
          $ref: '#/components/responses/429TooManyRequests'
        '500':
          $ref: '#/components/responses/500InternalServerError'
        '503':
          $ref: '#/components/responses/503ServiceUnavailable'
components:
  examples:
    parameterErrorActual:
      summary: actual periods parameter error
      value:
        errors:
        - id: 35a62bd5-c4aa-4e6b-9357-0f1b5688e2db
          code: parameterError
          title: 'Invalid parameter: ''actual''. Accepted values include nonzero integers'
    parameterErrorEstimate:
      summary: estimate periods parameter error
      value:
        errors:
        - id: 372a28d1-53ac-49cd-9be5-beb714cd62a8
          code: parameterError
          title: 'Invalid parameter: ''estimate''. Accepted values include nonzero integers'
    endpointNotFound:
      summary: endpoint not found
      value:
        errors:
        - id: 39314614-e607-465a-ba95-5bb79c362e23
          code: endpointNotFound
          title: The requested endpoint does not exist.
    unsupportedEntityParameterError:
      summary: unsupported entity type
      value:
        errors:
        - id: 39314614-e607-465a-ba95-5bb79c362e23
          code: parameterError
          title: Unsupported entity type
    idRequiredParameterError:
      summary: generic parameter error (missing parameter)
      value:
        errors:
        - id: 39314614-e607-465a-ba95-5bb79c362e23
          code: parameterError
          title: 'Missing required parameter(s): ''id'''
    default200KeyStatsResponse:
      summary: sample response
      value:
        data:
          range52Week:
            value:
              value: $317.55 - 495.39
            label:
              value: 52 Week Range
          averageDailyVol:
            value:
              value: 300330.25
            label:
              value: Avg Daily Vol (3 Mo)
          basicShares:
            value:
              value: 37896.579
            label:
              value: Basic Shares (000)
          marketCap:
            value:
              value: 14179.383999
            label:
              value: Market Cap (M)
          dividendYield:
            value:
              value: 0.983615616279391
            label:
              value: Dividend Yield
          firstDate:
            value:
              value: '1996-06-28'
            label:
              value: IPO Date
          dilutedShares:
            value:
              value: 39266.127
            label:
              value: FD Shares Out (000)
          dilutedMarketCap:
            value:
              value: 14691.814201
            label:
              value: FD Mkt Cap (M)
          enterpriseValue:
            value:
              value: 14458.443201
            label:
              value: EV (M)
          wacc:
            value:
              value: 6.76303
            label:
              value: WACC
          float:
            value:
              value: 99.9248
            label:
              value: Float
          institutional:
            value:
              value: 91.3343
            label:
              value: Institutional
          top10InstitutionalHolders:
            value:
              value: 48.76016379
            label:
              value: Top 10 Inst Hldrs
          brokerContributors:
            value:
              value: 18
            label:
              value: Broker Contributors
          averageRating:
            value:
              value: Hold (2.11)
            label:
              value: Avg Rating
          targetPrice:
            value:
              value: $462.41
            label:
              value: Target Price
          ltGrowthRate:
            value:
              value: 10
            label:
              value: LT Growth Rate
          meta:
            sources:
              value:
              - FactSet Fundamentals
              - FactSet Estimates
              - FactSet Capital Structure
              - FactSet Ownership
        meta:
          requestId: FDS-US
          fsymId: SQFMK3-R
    noData200KeyStatsResponse:
      summary: no data response
      value:
        data: null
        meta:
          requestId: 0N57YY-E
          fsymId: null
          noData: true
          message: There is no data for this request.
    idInvalidParameterError:
      summary: generic parameter error (invalid parameter)
      value:
        errors:
        - id: 39314614-e607-465a-ba95-5bb79c362e23
          code: parameterError
          title: 'Invalid parameter(s): ''id'''
    parameterErrorView:
      summary: view parameter error
      value:
        errors:
        - id: 3838f112-ed5a-4d9d-b0c7-3594d8eab0ed
          code: parameterError
          title: 'Invalid parameter: ''view''. Accepted values include: ''FINANCIAL'', ''VALUATION'', ''CAPITALIZATION'', ''MARGINS'' or ''PERFORMANCE'''
    parameterErrorTopn:
      summary: topn parameter error
      value:
        errors:
        - id: 39314614-e607-465a-ba95-5bb79c362e23
          code: parameterError
          title: 'Invalid parameter: ''topn'''
  responses:
    401Unauthorized:
      description: Missing or invalid authentication. Ensure you are logged in and have successfully generated an API KEY for the IP range you are connecting from. For further assistance, file an issue under "Connectivty - 401 or 403 Responses" using `Report Issue` at the top of this page, including the X-DataDirect-Request-Key from the header to assist in troubleshooting.
      headers:
        X-DataDirect-Request-Key:
          schema:
            type: string
          description: FactSet request ID
    404NotFound:
      description: Not found. For further assistance, file an issue under "Performance - 404 and 500 Responses" using `Report Issue` at the top of this page, including the X-DataDirect-Request-Key from the header to assist in troubleshooting.
      headers:
        X-DataDirect-Request-Key:
          schema:
            type: string
          description: FactSet request ID
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
          examples:
            endpointNotFound:
              $ref: '#/components/examples/endpointNotFound'
    500InternalServerError:
      description: Server error. For further assistance, file an issue under "Performance - 404 and 500 Responses" using `Report Issue` at the top of this page, including the X-DataDirect-Request-Key from the header to assist in troubleshooting.
      headers:
        X-DataDirect-Request-Key:
          schema:
            type: string
          description: FactSet request ID
    400BadRequest:
      description: Bad Request. For further assistance, file an issue under "Workflow & Throttling - 400 or 429 Response" using `Report Issue` at the top of this page, including the X-DataDirect-Request-Key from the header to assist in troubleshooting.
      headers:
        X-DataDirect-Request-Key:
          $ref: '#/components/headers/xDataDirectRequestKey'
        Api-Supported-Versions:
          $ref: '#/components/headers/apiSupportedVersions'
        Api-Version:
          $ref: '#/components/headers/apiVersion'
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
          examples:
            idRequiredParameterError:
              $ref: '#/components/examples/idRequiredParameterError'
            idInvalidParameterError:
              $ref: '#/components/examples/idInvalidParameterError'
            unsupportedEntityParameterError:
              $ref: '#/components/examples/unsupportedEntityParameterError'
            parameterErrorActual:
              $ref: '#/components/examples/parameterErrorActual'
            parameterErrorEstimate:
              $ref: '#/components/examples/parameterErrorEstimate'
            parameterErrorTopn:
              $ref: '#/components/examples/parameterErrorTopn'
            parameterErrorView:
              $ref: '#/components/examples/parameterErrorView'
    200OKKeyStats:
      description: Expected response; returns the JSON in a simple key-value format
      headers:
        X-DataDirect-Request-Key:
          $ref: '#/components/headers/xDataDirectRequestKey'
        Api-Supported-Versions:
          $ref: '#/components/headers/apiSupportedVersions'
        Api-Version:
          $ref: '#/components/headers/apiVersion'
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/KeyStatsResponse'
          examples:
            default200ResponseExample:
              $ref: '#/components/examples/default200KeyStatsResponse'
            noDataResponse:
              $ref: '#/components/examples/noData200KeyStatsResponse'
    503ServiceUnavailable:
      description: Service unavailable. Typically a timeout, or result of a rejected request to prevent service overload. For further assistance, file an issue under "Performance - 404 and 500 Responses" using `Report Issue` at the top of this page, including the X-DataDirect-Request-Key from the header to assist in troubleshooting.
      headers:
        X-DataDirect-Request-Key:
          schema:
            type: string
          description: FactSet request ID
    429TooManyRequests:
      description: Too many requests - this API is rate-limited to 20 requests per second. For further assistance, file an issue under "Workflow & Throttling - 400 or 429 Response" using `Report Issue` at the top of this page, including the X-DataDirect-Request-Key from the header to assist in troubleshooting.
      headers:
        X-DataDirect-Request-Key:
          schema:
            type: string
          description: FactSet request ID
  schemas:
    KeyStatsEntityObject:
      type: object
      description: Key Statistics for the provided entity
      properties:
        range52Week:
          description: The highest and lowest prices at which a stock as traded over the past 52 weeks
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
        averageDailyVol:
          description: The average number of shares traded per day
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: number
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
        basicShares:
          description: Number of basic shares. Also known as common shares or ordinary shares, this datapoint represents ownership in a company and offers the potential for capital appreciation and dividend payments
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: number
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
        marketCap:
          description: The total value of a company's outstanding shares
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: number
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
        dividendYield:
          description: Represents return on investment from dividends
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: number
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
        firstDate:
          description: The day on which a private company's shares became available for purchase by the public for the first time
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
                  format: date
                  description: Date formatted to YYYY-MM-DD
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
        dilutedShares:
          description: The total number of a company's outstanding shares that would exist if all securities that could potentially be converted into common shares, such as outstanding shares, stock options, warrants, and convertible securities
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: number
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
        dilutedMarketCap:
          description: The total theoretical market value of a company, including all shares that could potentially be converted into common shares, such as outstanding shares, stock options, warrants, and convertible securities
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: number
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
        enterpriseValue:
          description: The total value of a company
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: number
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
        wacc:
          description: The weighted average cost of capital, or the average cost of all company's capital sources, including debt and equity , weighted by their respective proportions in the company's capital structure
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: number
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
        float:
          description: The percentage of a company's outstanding shares that are available for trading by the public, excluding shares that are closely held or restricted
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: number
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
        institutional:
          description: The percentage of a company's outstanding shares that are owned by institutional investors
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: number
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
        top10InstitutionalHolders:
          description: Percentage owned by 10 largest institutional investors in a company, based on the number of shares they hold
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: number
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
        brokerContributors:
          description: Number of brokerage firms that provide research and analysis on the company
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: number
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
        averageRating:
          description: The mean recommendation score given by financial analysts covering a particular stock
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
        targetPrice:
          description: The price level at which an analyst or brokerage firm predicts a stock will trade in the future
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
        ltGrowthRate:
          description: The estimated rate at which a company's earnings are expected to grow over a multi-year period
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: number
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
        revenue:
          description: The total amount of money that a company earns from its primary business activities, such as the sale of goods or services, before deducting any expenses or taxes
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
            asOfDate:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
                  format: date
        employees:
          description: The total count of individuals who are employed by a company
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: number
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
            asOfDate:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
                  format: date
        fundingRounds:
          description: Number of stages of financing that a startup or early-stage company goes through
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: number
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
        estimatedVcRaised:
          description: The estimated total amount of venture capital funding that a company has fraised from investors
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
        lastFunding:
          description: The most recent date on which a company raised capital from investors in a funding round.
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
                  format: date
                  description: Date formatted to YYYY-MM-DD
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
        firstFunding:
          description: The first date a company raised capital from an external investor
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
                  format: date
                  description: Date formatted to YYYY-MM-DD
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
        latestPostMoneyValuation:
          description: The estimated total value of a company after its most recent funding round, taking into account the new capital that was raised
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
            asOfDate:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
                  format: date
        activeInvestors:
          description: The total count of individual or institutional investors that have invested in a company and currently hold a position in its securities
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: number
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
        totalInvestors:
          description: The total count of individual or institutional investors that have invested in a company at any point in time, including those that may no longer hold a position in its securities
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: number
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
        premiums:
          description: The portion of gross premiums that an insurance company has earned by providing coverage for a certain period of time
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
        grossPremiums:
          description: The total amount of premiums collected by an insurance company from policyholders before taking into account any expenses or claims payments
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
        grossAssets:
          description: The total value of a company's assets, including both tangible assets such as property and equipment, and intangible assets such as intellectual property or goodwill, without taking into account any liabilities or deductions
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
        totalDeposits:
          description: The sum of all funds held in deposit accounts, including checking accounts, savings accounts, money market accounts, and certificates of deposit, among others
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
        branches:
          description: The total count of physical locations, such as buildings or offices, where a bank offers its products and services to customers
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
        netInterestIncome:
          description: The difference between the interest earned by a financial institution on its interest-earning assets, such as loans and investments, and the interest paid on its interest-bearing liabilities, such as deposits and borrowings
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
        meta:
          type: object
          properties:
            sources:
              type: object
              properties:
                value:
                  type: array
                  items:
                    type: string
              description: Where the data is sourced from
    KeyStatsResponse:
      type: object
      description: Key statistics data for the requested id
      properties:
        data:
          $ref: '#/components/schemas/KeyStatsObject'
        meta:
          $ref: '#/components/schemas/Meta'
    KeyStatsObject:
      oneOf:
      - $ref: '#/components/schemas/KeyStatsEntityObject'
      - $ref: '#/components/schemas/KeyStatsFundObject'
    ErrorObject:
      type: object
      properties:
        id:
          type: string
        code:
          type: string
        title:
          type: string
        links:
          type: object
          properties:
  

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