This endpoint replaces Financials.
Balance Sheets
GET
/stocks/financials/v1/balance-sheets
Retrieve comprehensive balance sheet data for public companies, containing quarterly and annual financial positions. This dataset includes detailed asset, liability, and equity positions representing the company's financial position at specific points in time. Balance sheet data represents point-in-time snapshots rather than cumulative flows, showing what the company owns, owes, and shareholders' equity as of each period end date.
Use Cases: Financial analysis, company valuation, asset assessment, debt analysis, equity research.
Plan AccessIncluded in select Stocks plans
Plan
Recency
Not included
Not included
Not included
End-of-day
End-of-day
End-of-day
End-of-day
Plan RecencyEnd-of-day (updated daily)
Plan
History
Not included
Not included
Not included
All history
All history
All history
All history
Plan HistoryRecords date back to March 29, 2009
Query Parameters
cik
string
The company's Central Index Key (CIK), a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC). You can look up a company's CIK using the SEC CIK Lookup tool.
tickers
string
Filter for arrays that contain the value.
period_end
string
The last date of the reporting period, representing the specific point in time when the balance sheet snapshot was taken. Value must be formatted 'yyyy-mm-dd'.
fiscal_year
number
The fiscal year for the reporting period. Value must be a floating point number.
fiscal_quarter
number
The fiscal quarter number (1, 2, 3, or 4) for the reporting period. Value must be a floating point number.
timeframe
string
The reporting period type. Possible values include: quarterly, annual.
limit
integer
Limit the maximum number of results returned. Defaults to '100' if not specified. The maximum allowed limit is '50000'.
sort
string
A comma separated list of sort columns. For each column, append '.asc' or '.desc' to specify the sort direction. The sort column defaults to 'period_end' if not specified. The sort order defaults to 'desc' if not specified.
Response Attributes
next_url
string
optional
If present, this value can be used to fetch the next page.
request_id
string
A request id assigned by the server.
results
array (object)
The results for this request.
accounts_payable
number
optional
Amounts owed to suppliers and vendors for goods and services purchased on credit.
accrued_and_other_current_liabilities
number
optional
Current liabilities not classified elsewhere, including accrued expenses, taxes payable, and other obligations due within one year.
accumulated_other_comprehensive_income
number
optional
Cumulative gains and losses that bypass the income statement, including foreign currency translation adjustments and unrealized gains/losses on securities.
additional_paid_in_capital
number
optional
Amount received from shareholders in excess of the par or stated value of shares issued.
cash_and_equivalents
number
optional
Cash on hand and short-term, highly liquid investments that are readily convertible to known amounts of cash.
cik
string
optional
The company's Central Index Key (CIK), a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC). You can look up a company's CIK using the SEC CIK Lookup tool.
commitments_and_contingencies
number
optional
Disclosed amount related to contractual commitments and potential liabilities that may arise from uncertain future events.
common_stock
number
optional
Par or stated value of common shares outstanding representing basic ownership in the company.
debt_current
number
optional
Short-term borrowings and the current portion of long-term debt due within one year.
deferred_revenue_current
number
optional
Customer payments received in advance for goods or services to be delivered within one year.
fiscal_quarter
number
optional
The fiscal quarter number (1, 2, 3, or 4) for the reporting period.
fiscal_year
number
optional
The fiscal year for the reporting period.
goodwill
number
optional
Intangible asset representing the excess of purchase price over fair value of net assets acquired in business combinations.
intangible_assets_net
number
optional
Intangible assets other than goodwill, including patents, trademarks, and customer relationships, net of accumulated amortization.
inventories
number
optional
Raw materials, work-in-process, and finished goods held for sale in the ordinary course of business.
long_term_debt_and_capital_lease_obligations
number
optional
Long-term borrowings and capital lease obligations with maturities greater than one year.
noncontrolling_interest
number
optional
Equity in consolidated subsidiaries not owned by the parent company, representing minority shareholders' ownership.
other_assets
number
optional
Non-current assets not classified elsewhere, including long-term investments, deferred tax assets, and other long-term assets.
other_current_assets
number
optional
Current assets not classified elsewhere, including prepaid expenses, taxes receivable, and other assets expected to be converted to cash within one year.
other_equity
number
optional
Equity components not classified elsewhere in shareholders' equity.
other_noncurrent_liabilities
number
optional
Non-current liabilities not classified elsewhere, including deferred tax liabilities, pension obligations, and other long-term liabilities.
period_end
string
optional
The last date of the reporting period, representing the specific point in time when the balance sheet snapshot was taken.
preferred_stock
number
optional
Par or stated value of preferred shares outstanding with preferential rights over common stock.
property_plant_equipment_net
number
optional
Tangible fixed assets used in operations, reported net of accumulated depreciation.
receivables
number
optional
Amounts owed to the company by customers and other parties, primarily accounts receivable, net of allowances for doubtful accounts.
retained_earnings_deficit
number
optional
Cumulative net income earned by the company less dividends paid to shareholders since inception.
short_term_investments
number
optional
Marketable securities and other investments with maturities of one year or less that are not classified as cash equivalents.
tickers
array (string)
optional
A list of ticker symbols under which the company is listed. Multiple symbols may indicate different share classes for the same company.
timeframe
string
The reporting period type. Possible values include: quarterly, annual.
total_assets
number
optional
Sum of all current and non-current assets representing everything the company owns or controls.
total_current_assets
number
optional
Sum of all current assets expected to be converted to cash, sold, or consumed within one year.
total_current_liabilities
number
optional
Sum of all liabilities expected to be settled within one year.
total_equity
number
optional
Sum of all equity components representing shareholders' total ownership interest in the company.
total_equity_attributable_to_parent
number
optional
Total shareholders' equity attributable to the parent company, excluding noncontrolling interests.
total_liabilities
number
optional
Sum of all current and non-current liabilities representing everything the company owes.
total_liabilities_and_equity
number
optional
Sum of total liabilities and total equity, which should equal total assets per the fundamental accounting equation.
treasury_stock
number
optional
Cost of the company's own shares that have been repurchased and are held in treasury, typically reported as a negative value.
status
enum (OK)
The status of this request's response.
Code Examples
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Response Object