Ticker Scout

The public companies Ticker Scout covers, with the fiscal period of each one's latest data, every published record held and the predicted date of its next SEC filing, plus a coverage summary (company count, last update, filers by latest form, foreign issuers). Call this first when you do not know whether a company is covered, or to turn a company name into a ticker. Coverage is S&P 500 companies p

Company identity and coverage manifest: name, CIK, exchange, state of incorporation, SIC industry, the fiscal period of the latest data, the SEC filings that record is built from (the annual report and the latest quarterly report, each with its own fiscal year, filing date, accession number and EDGAR link), every published record with its permanent URLs, and the predicted next filing date and form

The headline for a company's most recent reported period: revenue, net income, diluted EPS and similar, each with its exact dollar amount, prior-year value, year-over-year change, the record field it was read from and its SEC accession number; plus a one-paragraph written summary and question-and-answer pairs built from those figures. Start here for any 'how did X do' or 'how much did X earn' ques

Income statement, balance sheet and cash flow, already assembled from a company's SEC filings, for up to three fiscal years plus the latest quarter, year to date and trailing twelve months, with segment tables, per-share figures and the record's own notes. This is the published financials.json, whole or by top-level section. Already assembled: no XBRL concept selection, no deriving a discrete quar

Qualitative synthesis of a company's latest annual and quarterly reports, condensed from the filings themselves rather than from news: business description, risk factors with changes since the prior filing flagged, annual MD&A, the current quarter, legal proceedings and subsequent events. Called without `section` it returns an INDEX: every section with its size, first sentence and subsection headi

Digest of a company's material current reports (Form 8-K; 6-K for a foreign issuer) over roughly the trailing five quarters, read from the filings and their exhibits: earnings releases and guidance, management and board changes, dividends and buybacks announced, debt offerings and credit facilities, mergers and acquisitions, shareholder votes, restructuring and legal matters, each dated and citing

How far back the data goes for one company: every fiscal year and every quarter Ticker Scout holds, across every published record, with each period's start and end dates, length in days, source form and accession, and which records carry it; the year-to-date and trailing-twelve-months blocks; the fiscal year end and whether the company runs 52/53-week years; and the list of published records (each

The income statement, balance sheet or cash flow statement, as the company reports it with line items in reported order, for any fiscal year, quarter, year to date or trailing twelve months. `statement` picks one (default: every statement and table held for the period, including segments and industry metrics). `period` picks the periods (default: every period in the latest record: up to three fisc

How a company's results split, exactly as it reports them: `segments` (reportable segment revenue, operating income or profit, and whatever else it discloses per segment: assets, capex, managed-basis results for a bank, business-unit earnings for a conglomerate), `revenue_by_product` (revenue by product, service, end market, platform, channel or customer type, e.g. NVIDIA's Data Center, Apple's iP

Measures a company reports outside its GAAP statements, as it defines them: `operating` KPIs (users, subscribers, paid memberships, bookings, stores, RevPAR, deliveries, backlog, remaining performance obligations), `non_gaap` measures (adjusted EPS, adjusted operating income, EBITDA, FFO for a REIT, core earnings, with the reconciling figures held), `bank` metrics (CET1 and other capital ratios, n

Profitability margins and balance-sheet ratios for every period: every margin and rate the record itself stores (gross margin %, operating margin %, effective tax rate, segment margins, efficiency ratio and the like), plus gross, operating, net and free-cash-flow margin, working capital and current ratio calculated here from the period's own figures, each labeled as calculated with its formula and

Get any figure for a company: revenue, net income, EPS, free cash flow, debt, a segment's revenue, a bank's CET1 ratio, a KPI. Pass a standard name or synonym and it returns the field this company uses for it, named; pass a field name or path from the record and it returns exactly that field; otherwise fields whose names contain all the words. Case, spaces and underscores do not matter. Standard f

Discover which figures a company's record holds and what it calls them. Without `query`: standard_figures maps each standard figure (revenue, net income, EPS, cash, debt and the rest) to the name THIS company's record gives it (Apple's revenue is total_net_sales, JPMorgan's is total_net_revenue), and other_figures holds every remaining figure grouped by its statement or table (segments, revenue_by

One standard figure for two to ten companies side by side: revenue, net income, EPS, operating income, free cash flow, debt, cash, equity or any other standard figure listed in get_figure. Defaults to each company's latest discrete period (its latest quarter, or its latest fiscal year if that is newer); pass period='latest annual', 'ttm', 'latest quarter' or a fiscal year. Fiscal calendars differ

Find what a company's filings say about a keyword. Searches the 10-K/10-Q narrative, the 8-K events digest and the financial record's sourcing notes, and returns the paragraphs and list items that contain every word of the query, best first, each in full with its section and subsection, plus a ranked list of the sections that mention it most (to read one whole with get_narrative or get_events). Ca

The SEC filings behind a company's data. Without `accession`: every accession number the record cites across the financial statements, the 10-K/10-Q narrative and the 8-K events digest, newest first, each with its form (10-K, 10-Q, 8-K, 20-F, 6-K, DEF 14A...), filing date where stated, EDGAR index URL, document URL where known and every use (which periods' figures came from it, which narrative or

How to read a company's numbers before comparing or converting them: the units statement (actual dollars, not millions), reporting currency and, for a foreign issuer such as TSMC, the conversion policy and each period's exact exchange rate with its source (average rate for income and cash flow, closing rate for the balance sheet, stated as foreign currency per US dollar); the ADR ratio and per-sha

The record's explanation of itself, to read before relying on an unusual figure or concluding one is missing: its sourcing notes (how the statement template was chosen, which filing each statement was read from, how a discrete quarter was derived, what was reclassified or restated), period-level notes on coverage, its list of uncertainties (figures the filings do not disclose, periods presented on

Every covered company expected to file a 10-Q or 10-K (or 6-K / 20-F) within the next N days, soonest first, with the predicted date and form and the period currently held. Use it to see whose data refreshes soon. Dates are predictions from each company's filing history, not announced dates, and a filing date is not an earnings date: most companies release earnings on an 8-K days or weeks before t

Start here if unsure. How Ticker Scout's tools fit together: what a record is versus a period, the period syntax every period argument accepts, units and currency, how figures are cited and linked to sec.gov, which tool answers common questions, and the standard figures (with the words get_figure and compare_companies accept for each). No arguments.