Historical Valuation and Ratios

Returns historical valuation multiples, financial ratios, and risk scores for a given stock over time, including P/E, P/B, EV/EBITDA, ROE, margins, and quality scores (Altman Z, Piotroski F, Beneish M). Covers 60,000+ companies across 9 global regions with history dating back to 1978.
Author:Will ShawWill Shaw
Reviewed by:Charlie TianCharlie Tian
Fact checked by:Vera YuanVera Yuan
Updated March 18, 2026
GET/stocks/{symbol}/valuations

Path Parameters

Name Type Example Description
symbolstringAAPLStock ticker

Auth

headers: { 'Authorization': 'Replace with your API token' }

Examples

fetch('https://api.gurufocus.com/data/stocks/AAPL/valuations', { method: 'GET', headers: { 'Authorization': 'Replace with your API token' }})

Responses

Successful response. The exact payload fields depend on this endpoint.

Example Body (Field Reference)

{ "annually": [ { "date": "1996-09", "per_share_data": { "book_value_per_share": 0.148, "cash_flow_from_operations_per_share": 0.029, "cash_per_share": 0.125, "dividends_per_share": 0.001, "earning_per_share_diluted": -0.059, "ebit_per_share": -0.089, "ebitda_per_share": -0.081, "eps_without_nri": -0.055, "free_cash_flow_per_share": 0.025, "month_end_stock_price": 0.198, "owner_earnings": 0.05, "revenue_per_share": 0.71, "shares_outstanding": 13858.208, "tangibles_book_per_share": 0.148, "total_debt_per_share": 0.081 }, "ratios": { "capex_to_operating_cash_flow": 0.16, "capex_to_operating_income": 0, "capex_to_revenue": 0.01, "cash_conversion_cycle": 73.51, "cost_of_goods_sold_to_revenue": 0.9, "days_inventory": 50.17, "days_payable": 40.27, "days_sales_outstanding": 63.6, "debt_to_asset": 0.212, "debt_to_equity": 0.552, "defensive_interval_ratio": null, "degree_of_financial_leverage": 1.06, "degree_of_operating_leverage": 24.4, "ebitda_margin": -11.38, "effective_interest_rate": 6.32, "equity_to_asset": 0.384, "fcf_margin": 3.4679, "gross_margin": 9.84, "gross_profit_to_asset": 16.697, "inventory_to_revenue": 0.124, "inventory_turnover": 7.28, "liabilities_to_assets": 0.62, "net_margin": -8.2986, "ocf_margin": 4.1493, "operating_margin": -12.2445, "payout": null, "rd2rev": null, "receivables_turnover": 5.74, "return_on_tangible_asset": -14.075, "return_on_tangible_equity": -32.9099, "roa": -14.075, "roc_joel": -52.89, "roce": -33.989, "roe": -32.91, "roe_adj": -24.52, "roic": -24.89, "roiic_1y": 75.76, "rore_5y": -421.74, "turnover": 1.696, "wacc": 11.06 }, "valuation_ratios": { "cyclically_adjusted_pb_ratio": 1.21, "cyclically_adjusted_price_to_fcf": 15.13, "cyclically_adjusted_ps_ratio": 0.35, "earning_yield_greenblatt": -57.47, "enterprise_value_to_ebit": -1.74, "enterprise_value_to_ebitda": -1.92, "enterprise_value_to_fcf": 6.31, "enterprise_value_to_ocf": 5.28, "enterprise_value_to_revenue": 0.22, "fcf_yield": 12.34, "ocf_yield": 14.77, "pb_ratio": 1.34, "pe_ratio": 0, "peg_ratio": 0, "penri": 0, "price_to_free_cash_flow": 7.92, "price_to_operating_cash_flow": 6.83, "price_to_owner_earnings": 3.96, "price_to_tangible_book": 1.34, "ps_ratio": 0.28, "rate_of_return_value": 0, "shiller_pe_ratio": 8.94, "yield": 0.54 }, "valuationand_quality": { "beta": 0.97, "bs_share": 13943.664, "buyback_yield": -1.41, "cash_ratio": 0.87, "current_ratio": 2.25, "earnings_release_date": "", "ebitda_5y_growth": 0, "enterprise_value": 2152.337, "epv": 0.29, "filing_date": "12/23/98", "filing_date_aor": "12/19/96", "forex_rate": 1, "fscore": 4, "graham_number": 0, "growth_per_share_ebitda": -231.07, "growth_per_share_eps": -291.01, "growth_revenue_per_share": -11.6, "interest_coverage": 0, "intrinsic_value_projected_fcf": 0.16, "medpsvalue": 0.66, "mktcap": 2762.337, "month_end_stock_price": 0.198, "mscore": -2.96, "net_cash_per_share": -0.11, "net_current_asset_value": 0.09, "net_net_working_capital": -0.01, "number_of_share_holders": 0, "peter_lynch_fair_value": 0, "price_high": 0.370535, "price_low": 0.150678, "quick_ratio": 1.92, "share_buyback_ratio": -1.2, "shareholder_yield": -5.46, "shares_basic": 13858.208, "sloan_ratio": -22.67, "snoa": 0.232, "total_employee_number": 10896, "zscore": 2.58 } }, { "date": "2025-09", "per_share_data": { "book_value_per_share": 4.991, "cash_flow_from_operations_per_share": 7.43, "cash_per_share": 3.702, "dividends_per_share": 1.02, "earning_per_share_diluted": 7.46, "ebit_per_share": 8.867, "ebitda_per_share": 9.647, "eps_without_nri": 7.46, "free_cash_flow_per_share": 6.582, "month_end_stock_price": 254.63, "owner_earnings": 5.996, "revenue_per_share": 27.735, "shares_outstanding": 15004.697, "tangibles_book_per_share": 4.991, "total_debt_per_share": 6.678 }, "ratios": { "capex_to_operating_cash_flow": 0.11, "capex_to_operating_income": 0.1, "capex_to_revenue": 0.03, "cash_conversion_cycle": -71.82, "cost_of_goods_sold_to_revenue": 0.53, "days_inventory": 10.74, "days_payable": 114.66, "days_sales_outstanding": 32.09, "debt_to_asset": 0.275, "debt_to_equity": 1.338, "defensive_interval_ratio": null, "degree_of_financial_leverage": 2.86, "degree_of_operating_leverage": 1.24, "ebitda_margin": 34.7817, "effective_interest_rate": 0, "equity_to_asset": 0.205, "fcf_margin": 23.7329, "gross_margin": 46.91, "gross_profit_to_asset": 53.906, "inventory_to_revenue": 0.016, "inventory_turnover": 33.98, "liabilities_to_assets": 0.79, "net_margin": 26.9151, "ocf_margin": 26.7882, "operating_margin": 31.9708, "payout": 0.137, "rd2rev": null, "receivables_turnover": 11.37, "return_on_tangible_asset": 30.9325, "return_on_tangible_equity": 171.4224, "roa": 30.9325, "roc_joel": 278.6, "roce": 69.624, "roe": 171.422, "roe_adj": 3.36, "roic": 39.38, "roiic_1y": -75063, "rore_5y": 6.93, "turnover": 1.149, "wacc": 9.83 }, "valuation_ratios": { "cyclically_adjusted_pb_ratio": 42.55, "cyclically_adjusted_price_to_fcf": 46.12, "cyclically_adjusted_ps_ratio": 11.76, "earning_yield_greenblatt": 3.5, "enterprise_value_to_ebit": 28.6, "enterprise_value_to_ebitda": 26.29, "enterprise_value_to_fcf": 38.53, "enterprise_value_to_ocf": 34.14, "enterprise_value_to_revenue": 9.14, "fcf_yield": 2.63, "ocf_yield": 2.96, "pb_ratio": 51.02, "pe_ratio": 34.13, "peg_ratio": 3.13, "penri": 34.13, "price_to_free_cash_flow": 38.69, "price_to_operating_cash_flow": 34.27, "price_to_owner_earnings": 42.47, "price_to_tangible_book": 51.02, "ps_ratio": 9.18, "rate_of_return_value": 13.38, "shiller_pe_ratio": 49.09, "yield": 0.4 }, "valuationand_quality": { "beta": 0.99, "bs_share": 14773.26, "buyback_yield": 2.41, "cash_ratio": 0.33, "current_ratio": 0.89, "earnings_release_date": "10/30/25", "ebitda_5y_growth": 10.89, "enterprise_value": 3805675.194, "epv": 68.5, "filing_date": "10/31/25", "filing_date_aor": "10/31/25", "forex_rate": 1, "fscore": 8, "graham_number": 28.94, "growth_per_share_ebitda": 10.38, "growth_per_share_eps": 22.7, "growth_revenue_per_share": 9.29, "interest_coverage": 9999, "intrinsic_value_projected_fcf": 93.3, "medpsvalue": 170.01, "mktcap": 3761715.194, "month_end_stock_price": 254.63, "mscore": -2.37, "net_cash_per_share": -15.62, "net_current_asset_value": -9.31, "net_net_working_capital": -13.41, "number_of_share_holders": 22429, "peter_lynch_fair_value": 81.35, "price_high": 259.02, "price_low": 172.42, "quick_ratio": 0.86, "share_buyback_ratio": 2.27, "shareholder_yield": 2.98, "shares_basic": 14948.5, "sloan_ratio": -4.08, "snoa": 0.322, "total_employee_number": 166000, "zscore": 10.17 } } ], "basic_information": { "company": "Apple Inc", "company_id": "GF000003JX", "exchange": "NAS", "stockid": "US01WD", "symbol": "AAPL" }, "quarterly": [ { "date": "1996-06", "per_share_data": { "book_value_per_share": 0.146, "cash_flow_from_operations_per_share": 0.021, "cash_per_share": 0.098, "dividends_per_share": 0, "earning_per_share_diluted": -0.002, "ebit_per_share": -0.008, "ebitda_per_share": -0.007, "eps_without_nri": -0.002, "free_cash_flow_per_share": 0.02, "month_end_stock_price": 0.188, "owner_earnings": -0.054, "revenue_per_share": 0.157, "shares_outstanding": 13858.32, "tangibles_book_per_share": 0.146, "total_debt_per_share": 0.082 }, "ratios": { "capex_to_operating_cash_flow": 0.05, "capex_to_operating_income": 0, "capex_to_revenue": 0.01, "cash_conversion_cycle": 80.01, "cost_of_goods_sold_to_revenue": 0.82, "days_inventory": 64.92, "days_payable": 40.56, "days_sales_outstanding": 55.65, "debt_to_asset": 0.213, "debt_to_equity": 0.562, "defensive_interval_ratio": null, "degree_of_financial_leverage": 1.08, "degree_of_operating_leverage": 654.85, "ebitda_margin": -4.3139, "effective_interest_rate": 0, "equity_to_asset": 0.378, "fcf_margin": 12.5746, "gross_margin": 18.49, "gross_profit_to_asset": 30.475, "inventory_to_revenue": 0.58, "inventory_turnover": 1.41, "liabilities_to_assets": 0.62, "net_margin": -1.4686, "ocf_margin": 13.1712, "operating_margin": -5.3235, "payout": null, "rd2rev": null, "receivables_turnover": 1.64, "return_on_tangible_asset": -2.4199, "return_on_tangible_equity": -6.2807, "roa": -2.4199, "roc_joel": -20.96, "roce": -14.545, "roe": -6.281, "roe_adj": -4.88, "roic": -9.4, "roiic_1y": 352.37, "rore_5y": -361.54, "turnover": 0.412, "wacc": 13.88 }, "valuation_ratios": { "cyclically_adjusted_pb_ratio": 1.17, "cyclically_adjusted_price_to_fcf": 17.94, "cyclically_adjusted_ps_ratio": 0.34, "earning_yield_greenblatt": -46.3, "enterprise_value_to_ebit": -2.16, "enterprise_value_to_ebitda": -2.46, "enterprise_value_to_fcf": -3.57, "enterprise_value_to_ocf": -4.24, "enterprise_value_to_revenue": 0.23, "fcf_yield": 42.16, "ocf_yield": 44.16, "pb_ratio": 1.29, "pe_ratio": 0, "peg_ratio": 0, "penri": 0, "price_to_free_cash_flow": 0, "price_to_operating_cash_flow": 0, "price_to_owner_earnings": 0, "price_to_tangible_book": 1.29, "ps_ratio": 0.25, "rate_of_return_value": 0, "shiller_pe_ratio": 8.49, "yield": 1.71 }, "valuationand_quality": { "beta": 1.8, "bs_share": 13863.92, "buyback_yield": -2.31, "cash_ratio": 0.71, "current_ratio": 2.31, "earnings_release_date": "", "ebitda_5y_growth": 0, "enterprise_value": 2376.485, "epv": 0.27, "filing_date": "08/11/97", "filing_date_aor": "08/12/96", "forex_rate": 1, "fscore": 1, "graham_number": 0, "growth_per_share_ebitda": -143.13, "growth_per_share_eps": -130.95, "growth_revenue_per_share": -15.74, "interest_coverage": 9999, "intrinsic_value_projected_fcf": 0.16, "medpsvalue": 0, "mktcap": 2599.485, "month_end_stock_price": 0.188, "mscore": -1.72, "net_cash_per_share": -0.14, "net_current_asset_value": 0.08, "net_net_working_capital": -0.03, "number_of_share_holders": 0, "peter_lynch_fair_value": 0, "price_high": 0.254464, "price_low": 0.177464, "quick_ratio": 1.76, "share_buyback_ratio": -0.08, "shareholder_yield": -3.51, "shares_basic": 13858.32, "sloan_ratio": -9.58, "snoa": 0.343, "total_employee_number": 13191, "zscore": 2.67 } }, { "date": "2025-12", "per_share_data": { "book_value_per_share": 5.998, "cash_flow_from_operations_per_share": 3.641, "cash_per_share": 4.551, "dividends_per_share": 0.26, "earning_per_share_diluted": 2.84, "ebit_per_share": 3.434, "ebitda_per_share": 3.651, "eps_without_nri": 2.84, "free_cash_flow_per_share": 3.481, "month_end_stock_price": 271.86, "owner_earnings": 7.532, "revenue_per_share": 9.706, "shares_outstanding": 14810.356, "tangibles_book_per_share": 5.998, "total_debt_per_share": 6.156 }, "ratios": { "capex_to_operating_cash_flow": 0.04, "capex_to_operating_income": 0.05, "capex_to_revenue": 0.02, "cash_conversion_cycle": -53.59, "cost_of_goods_sold_to_revenue": 0.52, "days_inventory": 7.1, "days_payable": 85.98, "days_sales_outstanding": 25.29, "debt_to_asset": 0.239, "debt_to_equity": 1.026, "defensive_interval_ratio": null, "degree_of_financial_leverage": 2.09, "degree_of_operating_leverage": 1.22, "ebitda_margin": 37.6096, "effective_interest_rate": 0, "equity_to_asset": 0.233, "fcf_margin": 35.8608, "gross_margin": 48.16, "gross_profit_to_asset": 74.992, "inventory_to_revenue": 0.04, "inventory_turnover": 12.86, "liabilities_to_assets": 0.77, "net_margin": 29.2836, "ocf_margin": 37.5115, "operating_margin": 35.3738, "payout": 0.092, "rd2rev": null, "receivables_turnover": 3.61, "return_on_tangible_asset": 45.6004, "return_on_tangible_equity": 207.9853, "roa": 45.6004, "roc_joel": 406.84, "roce": 99.093, "roe": 207.985, "roe_adj": 4.59, "roic": 56.14, "roiic_1y": 109.88, "rore_5y": 6.72, "turnover": 0.389, "wacc": 9.39 }, "valuation_ratios": { "cyclically_adjusted_pb_ratio": 45.9, "cyclically_adjusted_price_to_fcf": 47.59, "cyclically_adjusted_ps_ratio": 12.29, "earning_yield_greenblatt": 3.51, "enterprise_value_to_ebit": 28.5, "enterprise_value_to_ebitda": 26.3, "enterprise_value_to_fcf": 32.6, "enterprise_value_to_ocf": 29.68, "enterprise_value_to_revenue": 9.23, "fcf_yield": 5.16, "ocf_yield": 5.4, "pb_ratio": 45.32, "pe_ratio": 34.37, "peg_ratio": 3.67, "penri": 34.37, "price_to_free_cash_flow": 32.82, "price_to_operating_cash_flow": 29.89, "price_to_owner_earnings": 36.09, "price_to_tangible_book": 45.32, "ps_ratio": 9.3, "rate_of_return_value": 11.86, "shiller_pe_ratio": 50.85, "yield": 0.38 }, "valuationand_quality": { "beta": 0.91, "bs_share": 14702.703, "buyback_yield": 2.3, "cash_ratio": 0.41, "current_ratio": 0.97, "earnings_release_date": "01/29/26", "ebitda_5y_growth": 9.36, "enterprise_value": 4020678.838, "epv": 72.1, "filing_date": "01/30/26", "filing_date_aor": "01/30/26", "forex_rate": 1, "fscore": 9, "graham_number": 32.67, "growth_per_share_ebitda": 20.47, "growth_per_share_eps": 18.33, "growth_revenue_per_share": 18.31, "interest_coverage": 9999, "intrinsic_value_projected_fcf": 101.51, "medpsvalue": 187.1, "mktcap": 3997076.838, "month_end_stock_price": 271.86, "mscore": -2.54, "net_cash_per_share": -15.25, "net_current_asset_value": -9.05, "net_net_working_capital": -13.01, "number_of_share_holders": 0, "peter_lynch_fair_value": 74.04, "price_high": 286.19, "price_low": 245.27, "quick_ratio": 0.94, "share_buyback_ratio": 0.48, "shareholder_yield": 2.81, "shares_basic": 14748.158, "sloan_ratio": -4.8, "snoa": 0.311, "total_employee_number": 166000, "zscore": 10.59 } } ], "stockid": "US01WD", "ttm": { "date": "2025-12", "per_share_data": { "book_value_per_share": 5.998, "cash_flow_from_operations_per_share": 9.1, "cash_per_share": 4.551, "dividends_per_share": 1.03, "earning_per_share_diluted": 7.91, "ebit_per_share": 9.47, "ebitda_per_share": 10.26, "eps_without_nri": 7.91, "free_cash_flow_per_share": 8.28, "month_end_stock_price": 271.86, "owner_earnings": 7.532, "revenue_per_share": 29.22, "shares_outstanding": 14810.356, "tangibles_book_per_share": 5.998, "total_debt_per_share": 6.156 }, "ratios": { "capex_to_operating_cash_flow": 0.09, "capex_to_operating_income": 0.086, "capex_to_revenue": 0.028, "cash_conversion_cycle": -60.53, "cost_of_goods_sold_to_revenue": 0.53, "days_inventory": 9.77, "days_payable": 97.62, "days_sales_outstanding": 27.32, "debt_to_asset": 0.239, "debt_to_equity": 1.026, "defensive_interval_ratio": null, "degree_of_financial_leverage": 2.09, "degree_of_operating_leverage": 1.22, "ebitda_margin": 35.099999999999994, "effective_interest_rate": 0, "equity_to_asset": 0.233, "fcf_margin": 35.8608, "gross_margin": 47.33, "gross_profit_to_asset": 59.06, "inventory_to_revenue": 0.01, "inventory_turnover": 37.37, "liabilities_to_assets": 0.77, "net_margin": 27.04, "ocf_margin": 37.5115, "operating_margin": 32.379999999999995, "payout": 0.092, "rd2rev": null, "receivables_turnover": 13.36, "return_on_tangible_asset": 33.74, "return_on_tangible_equity": 162.99, "roa": 33.74, "roc_joel": 292.14, "roce": 71.44, "roe": 162.99, "roe_adj": 4.59, "roic": 39.39, "roiic_1y": 109.88, "rore_5y": 6.72, "turnover": 1.25, "wacc": 9.39 }, "valuation_ratios": { "cyclically_adjusted_pb_ratio": 45.9, "cyclically_adjusted_price_to_fcf": 47.59, "cyclically_adjusted_ps_ratio": 12.29, "earning_yield_greenblatt": 3.51, "enterprise_value_to_ebit": 28.5, "enterprise_value_to_ebitda": 26.3, "enterprise_value_to_fcf": 32.6, "enterprise_value_to_ocf": 29.68, "enterprise_value_to_revenue": 9.23, "fcf_yield": 5.16, "ocf_yield": 5.4, "pb_ratio": 45.32, "pe_ratio": 34.37, "peg_ratio": 3.67, "penri": 34.37, "price_to_free_cash_flow": 32.82, "price_to_operating_cash_flow": 29.89, "price_to_owner_earnings": 36.09, "price_to_tangible_book": 45.32, "ps_ratio": 9.3, "rate_of_return_value": 11.86, "shiller_pe_ratio": 50.85, "yield": 0.38 }, "valuationand_quality": { "beta": 0.91, "bs_share": 14702.703, "buyback_yield": 2.3, "cash_ratio": 0.41, "current_ratio": 0.97, "earnings_release_date": "01/29/26", "ebitda_5y_growth": 9.36, "enterprise_value": 4020678.838, "epv": 72.1, "filing_date": "01/30/26", "filing_date_aor": "01/30/26", "forex_rate": null, "fscore": 9, "graham_number": 32.67, "growth_per_share_ebitda": 14.13, "growth_per_share_eps": 25.56, "growth_revenue_per_share": 12.86, "interest_coverage": 9999, "intrinsic_value_projected_fcf": 101.51, "medpsvalue": 187.1, "mktcap": 3997076.838, "month_end_stock_price": 271.86, "mscore": -2.54, "net_cash_per_share": -15.25, "net_current_asset_value": -9.05, "net_net_working_capital": -13.01, "number_of_share_holders": 22429, "peter_lynch_fair_value": 74.04, "price_high": 286.19, "price_low": 245.27, "quick_ratio": 0.94, "share_buyback_ratio": 2.2474173628928042, "shareholder_yield": 2.81, "shares_basic": 14748.158, "sloan_ratio": -4.8, "snoa": 0.311, "total_employee_number": 166000, "zscore": 10.59 } }}

Introduction

The GuruFocus Historical Valuation and Ratios Dataset offers comprehensive coverage of valuation and risk metrics over time, giving investors, developers, and research teams a critical edge in building data-driven platforms, models, and analytics tools.

This dataset enables rigorous backtesting, trend analysis, and factor modeling using clean, point-in-time data. Whether you're constructing multi-factor screens or analyzing valuation cycles, this dataset provides the historical granularity required for serious investing.

What’s Included

Access over two decades of historical valuation and financial ratio data, consistently tracked and updated across global equities:

  • Valuation Multiples
    Includes Price-to-Earnings (P/E), Price-to-Book (P/B), Price-to-Sales (P/S), EV/EBITDA, and other enterprise value-based ratios.
  • Yield & Payout Metrics
    Covers dividend yield, free cash flow yield, buyback yield, interest coverage, and payout ratios.
  • Risk & Quality Scores
    Provides quantitative risk indicators such as the Altman Z-Score, Piotroski F-Score, Beneish M-Score, and related stability and fraud risk metrics.
  • Profitability & Performance Ratios
    Includes return on equity (ROE), return on assets (ROA), gross margin, operating margin, and net margin.

Data Coverage

RegionsTotal Company CountTotal Stock CountHistory
USA12,000+35,000+1978
Asia27,000+32,000+1978
Europe10,000+47,000+1979
UK/Ireland2,600+12,000+1979
Canada3,500+4,700+1978
Oceania2,400+4,700+1987
Africa1,300+1,500+1982
Latin America2,000+6,500+1979
India/Pakistan5,900+8,100+1983

Use Cases

This dataset’s ideal for:

  • Investment platforms - Power valuation charts, screeners, and backtests
  • Fintech developers - Integrate valuation indicators into your product logic
  • Quantitative research teams - Run multi-factor and historical trend studies
  • Institutional analysts - Model historical valuation norms and relative value

Academic researchers: Explore valuation cycles, risk scoring, and behavioral finance studies

Extend Your Capabilities

Combine the Valuation and Ratios Dataset with other GuruFocus data feeds:

All datasets are API-ready and follow a consistent schema for seamless integration.

Response Field Reference

B: Bank
I: Insurance
O: Manufacturing/Mining/Transportation/Utility/Others
R: REIT (Real Estate Investment Trusts)
D: Cash Flow from Operations Template: Direct Method
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