Path Parameters
| Name | Type | Example | Description |
|---|---|---|---|
| symbol | string | AAPL | Stock 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
| Regions | Total Company Count | Total Stock Count | History |
|---|---|---|---|
| USA | 12,000+ | 35,000+ | 1978 |
| Asia | 27,000+ | 32,000+ | 1978 |
| Europe | 10,000+ | 47,000+ | 1979 |
| UK/Ireland | 2,600+ | 12,000+ | 1979 |
| Canada | 3,500+ | 4,700+ | 1978 |
| Oceania | 2,400+ | 4,700+ | 1987 |
| Africa | 1,300+ | 1,500+ | 1982 |
| Latin America | 2,000+ | 6,500+ | 1979 |
| India/Pakistan | 5,900+ | 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:
- Fundamental Dataset – Clean, structured financial statements for every listed company
- Ranking Dataset – Proprietary scoring of quality, valuation, and performance
- Guru Trades Dataset – Monitor movements by the world’s top investors
- Insider Dataset – Historical insider transactions for trend and timing analysis
All datasets are API-ready and follow a consistent schema for seamless integration.