Basic Finance
This document provides API documentation for the Basic finance tools.
get_ticker_data(ticker: str) -> str
Get comprehensive report for ticker: overview, metrics, sector / industry valuation, performance, dates, analyst recommendations, and upgrades/downgrades.
Parameters
ticker(str): The stock ticker symbol.
Sample Response
COMPANY OVERVIEW
Company Name NVIDIA Corporation
Sector Technology
Industry Semiconductors
Market Cap $4,552,889,204,736.00
Employees 36,000
Beta 2.10
KEY METRICS
Current Price $187.00
52-Week Range $86.62 - $187.35
Market Cap $4,552,889,204,736.00
Trailing P/E 52.23464
Forward P/E 45.38835
PEG Ratio 1.3256
Price/Book 45.47
Dividend Yield 0.02%
Short % of Float 0.93%
SECTOR AVERAGE VALUATION
Name Technology
P/E 42.71
Fwd P/E 27.82
PEG 2.02
P/S 7.73
P/B 10.49
P/C 27.5
P/FCF 41.56
EPS past 5Y 31.29%
EPS next 5Y 21.14%
Sales past 5Y 23.27%
INDUSTRY AVERAGE VALUATION
Name Semiconductors
P/E 48.83
Fwd P/E 27.23
PEG 1.55
P/S 14.57
P/B 12.29
P/C 35.66
P/FCF 56.29
EPS past 5Y 56.81%
EPS next 5Y 31.43%
Sales past 5Y 40.31%
PERFORMANCE METRICS
Return on Equity 109.42%
Return on Assets 53.09%
Profit Margin 52.41%
Operating Margin 60.84%
Debt to Equity 10.58
Current Ratio 4.21
ANALYST COVERAGE
Analyst Count 56
Mean Target $213.81
High Target $270.00
Low Target $100.00
Recommendation Strong_Buy
IMPORTANT DATES & ESTIMATES
Event Details
Earnings Date 2025-11-19
Earnings Estimate 1.14 - 1.34 (Avg: 1.24214)
Revenue Estimate 53,461,000,000 - 58,340,000,000 (Avg: 54,603,117,970)
RECENT ANALYST RECOMMENDATIONS
Period Strong Buy Buy Hold Sell Strong Sell
0m 11 48 4 1 0
-1m 11 47 6 1 0
-2m 11 48 6 1 0
-3m 12 47 6 1 0
RECENT UPGRADES/DOWNGRADES
Date Firm Change
2025-09-30 Keybanc Overweight → Overweight
2025-09-30 Citigroup Buy → Buy
2025-09-29 Jefferies Buy → Buy
2025-09-25 Barclays Overweight → Overweight
2025-09-23 DA Davidson Buy → Buy
Returns
str: A comprehensive report for the ticker.
get_financial_statements(ticker: str, statement_type: Literal["income", "balance", "cash"] = "income", frequency: Literal["quarterly", "annual"] = "quarterly") -> str
Get financial statements.
Parameters
ticker(str): The stock ticker symbol.statement_type(Literal["income", "balance", "cash"]): The type of financial statement to retrieve.frequency(Literal["quarterly", "annual"]): The frequency of the financial statement.
Sample Response
QUARTERLY INCOME STATEMENT FOR NVDA:
(Values in billions/millions USD)
Metric 2025-07-31 2025-04-30 2025-01-31 2024-10-31 2024-07-31 2024-01-31
Tax Effect Of Unusual Items $0.0M $0.0M $0.0M $0.0M $0.0M N/A
Tax Rate For Calcs $0.0M $0.0M $0.0M $0.0M $0.0M N/A
Normalized EBITDA $31.9B $22.6B $25.8B $22.9B $19.7B N/A
Total Unusual Items N/A N/A N/A N/A N/A $0.0M
Total Unusual Items Excluding Goodwill N/A N/A N/A N/A N/A $0.0M
Net Income From Continuing Operation Net Minority Interest $26.4B $18.8B $22.1B $19.3B $16.6B N/A
Reconciled Depreciation $669.0M $611.0M $543.0M $478.0M $433.0M N/A
Reconciled Cost Of Revenue $12.9B $17.4B $10.6B $8.9B $7.5B N/A
EBITDA $31.9B $22.6B $25.8B $22.9B $19.7B N/A
EBIT $31.3B $22.0B $25.3B $22.4B $19.3B N/A
Net Interest Income $530.0M $452.0M $450.0M $411.0M $383.0M N/A
Interest Expense $62.0M $63.0M $61.0M $61.0M $61.0M N/A
Interest Income $592.0M $515.0M $511.0M $472.0M $444.0M N/A
Normalized Income $26.4B $18.8B $22.1B $19.3B $16.6B N/A
Net Income From Continuing And Discontinued Operation $26.4B $18.8B $22.1B $19.3B $16.6B N/A
Total Expenses $18.3B $22.4B $15.3B $13.2B $11.4B N/A
Total Operating Income As Reported $28.4B $21.6B $24.0B $21.9B $18.6B N/A
Diluted Average Shares $24.5B $24.6B $24.7B $24.8B $24.8B N/A
Basic Average Shares $24.4B $24.4B $24.5B $24.5B $24.6B N/A
Diluted EPS $0.0M $0.0M $0.0M $0.0M $0.0M N/A
Basic EPS $0.0M $0.0M $0.0M $0.0M $0.0M N/A
Diluted NI Availto Com Stockholders $26.4B $18.8B $22.1B $19.3B $16.6B N/A
Net Income Common Stockholders $26.4B $18.8B $22.1B $19.3B $16.6B N/A
Net Income $26.4B $18.8B $22.1B $19.3B $16.6B N/A
Net Income Including Noncontrolling Interests $26.4B $18.8B $22.1B $19.3B $16.6B N/A
Net Income Continuous Operations $26.4B $18.8B $22.1B $19.3B $16.6B N/A
Tax Provision $4.8B $3.1B $3.1B $3.0B $2.6B N/A
Pretax Income $31.2B $21.9B $25.2B $22.3B $19.2B N/A
Other Income Expense $2.2B $-180.0M $733.0M $36.0M $189.0M N/A
Other Non Operating Income Expenses $2.2B $-180.0M $733.0M $36.0M $189.0M N/A
Special Income Charges N/A N/A N/A N/A N/A $0.0M
Restructuring And Mergern Acquisition N/A N/A N/A N/A N/A $0.0M
Net Non Operating Interest Income Expense $530.0M $452.0M $450.0M $411.0M $383.0M N/A
Interest Expense Non Operating $62.0M $63.0M $61.0M $61.0M $61.0M N/A
Interest Income Non Operating $592.0M $515.0M $511.0M $472.0M $444.0M N/A
Operating Income $28.4B $21.6B $24.0B $21.9B $18.6B N/A
Operating Expense $5.4B $5.0B $4.7B $4.3B $3.9B N/A
Research And Development $4.3B $4.0B $3.7B $3.4B $3.1B N/A
Selling General And Administration $1.1B $1.0B $975.0M $897.0M $842.0M N/A
Gross Profit $33.9B $26.7B $28.7B $26.2B $22.6B N/A
Cost Of Revenue $12.9B $17.4B $10.6B $8.9B $7.5B N/A
Total Revenue $46.7B $44.1B $39.3B $35.1B $30.0B N/A
Operating Revenue $46.7B $44.1B $39.3B $35.1B $30.0B N/A
Returns
str: The financial statement data.
get_earnings_history(ticker: str) -> str
Get earnings history with estimates and surprises.
Parameters
ticker(str): The stock ticker symbol.
Sample Response
EARNINGS HISTORY FOR NVDA:
Date EPS Est EPS Act Surprise Surprise %
2024-10-31 $0.75 $0.81 $0.06 0.1%
2025-01-31 $0.85 $0.89 $0.04 0.1%
2025-04-30 $0.75 $0.81 $0.06 0.1%
2025-07-31 $1.01 $1.05 $0.04 0.0%
Returns
str: The earnings history data.
get_ticker_news_tool(ticker: str) -> list[dict]
For getting financial news of a ticker.
Parameters
ticker(str): The stock ticker symbol.
Sample Response
{
"date": "2025-09-30",
"title": "Nvidia stock high, Wolfspeed exits bankruptcy, Pfiezer drug prices",
"summary": "Yahoo Finance host Julie Hyman tracks today's top moving stocks and biggest market stories in this Market Minute, including Nvidia (NVDA) shares reaching a new intraday high, Wolfspeed's (WOLF) stock reaction to exiting Chapter 11 bankruptcy, and Pfizer (PFE) striking a deal with the Trump administration to lower drug prices. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute."
}
Returns
list[dict]: A list of dictionaries containing the news articles.