Factset Key Stats API

openapi: 3.0.3
info:
  title: Factset Analytics Datastore About Key Stats API
  description: Allow clients to fetch precalculated Analytics through predeterministic URLs.
  contact:
    name: FactSet Research Systems
    url: https://developer.factset.com/contact
    email: api@factset.com
  license:
    name: Apache License, Version 2.0
    url: https://www.apache.org/licenses/LICENSE-2.0
  version: 1.0.0
servers:
- url: https://api.factset.com
  description: Production
- url: https://api-sandbox.factset.com
  description: Sandbox
security:
- basicAuth: []
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:
  schemas:
    Meta:
      type: object
      additionalProperties:
        type: string
    ErrorResponse:
      type: object
      properties:
        errors:
          type: array
          items:
            $ref: '#/components/schemas/ErrorObject'
        meta:
          $ref: '#/components/schemas/Meta'
    ErrorObject:
      type: object
      properties:
        id:
          type: string
        code:
          type: string
        title:
          type: string
        links:
          type: object
          properties:
            about:
              type: string
        detail:
          type: string
        source:
          type: object
          properties:
            parameter:
              type: string
    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'
    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
    KeyStatsFundObject:
      description: Key Statistics for the provided fund
      type: object
      properties:
        expenseRatio:
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: number
                  nullable: true
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
          description: The net expense ratio, or total expense ratio, represents the percentage of assets of the fund used to run and manage the fund, after any fee waivers or reimbursements that may be in effect. Ongoing charge is collected as the Net Expense ratio for Mutual Funds if the Net Expense Ratio is not available.
        distributionYield:
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: number
                  nullable: true
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
          description: LTM (Last Twelve Months) trailing 12-month yield of distributions made by the fund, relative to the current price. Distinct from Dividend Yield, which measures distributions made by the portfolio's holdings. This data point is returned as a percentage.
        aumShareDaily:
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: number
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
          description: The AUM (Actual) is the market value of total assets that a fund manages on behalf of investors based on the shares outstanding, multiplied by the net asset value from the preceding day, at share class level. Data is updated daily.
        aumFundMonth:
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: number
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
          description: The AUM (Actual) is the market value of total assets that a fund manages on behalf of investors based on the shares outstanding, multiplied by the net asset value from the month end at a fund level. Data is updated monthly, based on the last trading day of the month.
        outstandingShare:
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: number
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
          description: Returns historical shares outstanding figures for the specified share class.
        fundFlowYTD:
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: number
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
          description: The dollars invested or divested from a fund over one calendar year, based on the creation/redemption process. Data returned may not be related to overall volume or price movement. All fund flow inputs use transaction-day values to ensure that all AUM and flows are fully comparable and reflective of the same, verified market conditions.
        firstNavRecord:
          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
          description: Returns the first NAV record available in FactSet’s database. This may not equal the first trading record of the fund.
        dailyTradingVol:
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: number
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
          description: The daily trading volume of the fund as a dollar value.
        averageSpread:
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: number
                  nullable: true
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
          description: The 45-day median of daily time-weighted percentage differences between the highest-posted price a market participant is willing to pay to buy a fund and the lowest-posted price at which a market participant is willing to sell a fund.
        inceptionDateShare:
          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
          description: Launch date of the share class.
        inceptionDateFund:
          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
          description: Launch date of the fund.
        availableForSale:
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
          description: Determines where the fund is available for sale.
        currencyIso:
          type: object
          required:
          - value
          - label
          properties:
            value:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
            label:
              type: object
              required:
              - value
              properties:
                value:
                  type: string
          description: Returns currency ISO code for a listing.
        esgCompliance:
          type: object
          required:
          -

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