Commonly Used Financial Data Tags
When working with Intrinio's Fundamentals API, you'll encounter financial data tags. These standardized identifiers represent individual financial statement line items, ratios, and company metrics. Using data tags allows you to request the exact financial values you need without worrying about company-specific reporting terminology.
Whether you're building valuation models, screening companies, or creating financial dashboards, these are some of the most commonly used tags.
Income Statement Tags
| Tag | Description |
|---|---|
revenue |
Total company revenue during the reporting period. |
costofrevenue |
Direct costs associated with generating revenue. |
grossprofit |
Revenue minus cost of revenue. |
operatingexpenses |
Total operating expenses. |
operatingincome |
Income generated from core business operations (EBIT). |
netincome |
Company's bottom-line earnings after all expenses and taxes. |
ebit |
Earnings Before Interest and Taxes. |
ebitda |
Earnings Before Interest, Taxes, Depreciation, and Amortization. |
epsbasic |
Basic earnings per share. |
epsdiluted |
Diluted earnings per share. |
Balance Sheet Tags
| Tag | Description |
|---|---|
assets |
Total assets. |
currentassets |
Assets expected to be converted into cash within one year. |
cashandequivalents |
Cash and short-term highly liquid investments. |
accountsreceivable |
Money owed to the company by customers. |
inventory |
Value of inventory on hand. |
liabilities |
Total liabilities. |
currentliabilities |
Liabilities due within one year. |
longtermdebt |
Debt obligations due beyond one year. |
shareholdersequity |
Total shareholders' equity. |
retainedearnings |
Accumulated profits retained by the company. |
Cash Flow Statement Tags
| Tag | Description |
|---|---|
netcashfromoperatingactivities |
Cash generated from operating activities. |
capitalexpenditures |
Spending on property, equipment, and long-term assets. |
freecashflow |
Operating cash flow minus capital expenditures. |
netcashfrominvestingactivities |
Cash from investing activities. |
netcashfromfinancingactivities |
Cash from financing activities. |
dividendspaid |
Cash dividends paid to shareholders. |
Per Share & Valuation Tags
| Tag | Description |
|---|---|
bookvaluepershare |
Shareholders' equity per outstanding share. |
tangiblebookvaluepershare |
Tangible equity per share. |
dividendspershare |
Dividends paid per share. |
marketcap |
Company's total market capitalization. |
enterprisevalue |
Enterprise value including debt and cash adjustments. |
Profitability Ratios
| Tag | Description |
|---|---|
grossmargin |
Gross profit as a percentage of revenue. |
operatingmargin |
Operating income divided by revenue. |
netmargin |
Net income divided by revenue. |
returnonassets |
Profitability relative to total assets (ROA). |
returnonequity |
Profitability relative to shareholders' equity (ROE). |
Liquidity & Leverage Ratios
| Tag | Description |
|---|---|
currentratio |
Current assets divided by current liabilities. |
quickratio |
Liquidity excluding inventory. |
debttoequity |
Total debt divided by shareholders' equity. |
interestcoverage |
Ability to cover interest expense with operating income. |
Growth Metrics
| Tag | Description |
|---|---|
revenuegrowth |
Year-over-year revenue growth. |
netincomegrowth |
Year-over-year net income growth. |
epsgrowth |
Year-over-year earnings per share growth. |
Efficiency Metrics
| Tag | Description |
|---|---|
assetturnover |
Revenue generated per dollar of assets. |
inventoryturnover |
Frequency inventory is sold and replaced. |
receivablesturnover |
Efficiency of collecting accounts receivable. |
Finding Available Data Tags
Intrinio provides endpoints for discovering and searching available financial data tags, making it easy to explore all supported metrics or locate a specific tag by name. The available endpoints include:
- List all data tags
- Search data tags
- Retrieve a specific data tag by ID
These endpoints can help you discover additional tags beyond the most commonly used examples above.
Tips for Working with Data Tags
- Use standardized tags whenever possible to make comparisons across companies.
- Financial statements may vary by industry, so some tags may not be available for every company.
- Historical values can be retrieved by requesting specific reporting periods.
- Many data tags are available alongside calculated financial ratios, allowing you to build custom analytics without performing every calculation yourself.
Learn More
For complete API documentation, including every supported financial data tag and the associated endpoints, visit the API documentation available from your Intrinio account. You can also use the Intrinio MCP Server to discover the appropriate endpoints and tags available with your subscription using natural language.