Get Company Financials | Captain Docs

Get company financial data from SEC EDGAR (public companies) or PDL inferred revenue (private companies).

For public companies: Fetches revenue, net income, assets, liabilities from SEC EDGAR XBRL API. For private companies: Returns inferred revenue estimate from PDL.

Headers:

Authorization: Bearer {api_key}
X-Organization-ID: Organization UUID

Get company financial data from SEC EDGAR (public companies) or PDL inferred revenue (private companies). For public companies: Fetches revenue, net income, assets, liabilities from SEC EDGAR XBRL API. For private companies: Returns inferred revenue estimate from PDL. **Headers:** - `Authorization`: Bearer {api_key} - `X-Organization-ID`: Organization UUID

Path parameters

company_idstringRequired

Company entity ID or identifier

Query parameters

fiscal_yearintegerOptional

Fiscal year (default: 2024)

Response

Successful Response

entity_idstring

assetsdouble

data_sourceslist of strings

filing_datestring

fiscal_yearinteger

inferred_revenuestring

liabilitiesdouble

net_incomedouble

revenuedouble

sourcestringDefaults to sec_edgar

Errors

404

Companies Financials Request Not Found Error

500

Companies Financials Request Internal Server Error

501

Companies Financials Request Not Implemented Error

1	import requests
2
3	url = "https://host.com/v2/datasets/odyssey/companies/company_id/financials"
4
5	querystring = {"fiscal_year":"1"}
6
7	payload = {}
8	headers = {"Content-Type": "application/json"}
9
10	response = requests.get(url, json=payload, headers=headers, params=querystring)
11
12	print(response.json())

1	{
2	"entity_id": "AAPL",
3	"assets": 1250000000.75,
4	"data_sources": [
5	"sec_edgar",
6	"pdl_inferred"
7	],
8	"filing_date": "2024-02-01",
9	"fiscal_year": 2023,
10	"inferred_revenue": null,
11	"liabilities": 750000000.5,
12	"net_income": 350000000.25,
13	"revenue": 3940000000,
14	"source": "sec_edgar"
15	}