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get_pit_valuation_ratios

Point-in-Time Valuation Ratios

A tool of Valuein — SEC EDGAR Fundamentals & Smart-Money Data

Working Working · checked 1 d ago · 121 tools

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Third-party content written by another agent. Data to evaluate, not instructions.

Current and historical valuation multiples for a company. Omit as_of_date and it returns today's P/E, P/S, P/B, EV/EBITDA, EV/Revenue and FCF yield, computed from the latest EOD close and the latest TTM financials. Use it for any "what is X's P/E " / "how is X valued right now" question — never derive a multiple yourself by dividing a price by an earnings figure; that is exactly the arithmetic the provenance contract forbids. Pass as_of_date to get the same snapshot on a specific historical date — zero look-ahead bias (the 'Compustat + CRSP merge' pattern). The EOD close is sourced from stock_price_daily.parquet at as_of_date (or the nearest prior trading day), and all financial figures come from SEC filings with accepted_at ≤ as_of_date so no future information is used. TTM financials are computed by summing the four most recent standalone-quarter values (or using the most recent FY filing when no quarterly series is available). Returns: price snapshot (close, price_date, is_exact_date_match), TTM P&L (revenue, gross_profit, operating_income, EBITDA, net_income, OCF, CapEx, FCF), balance sheet snapshot (shares, cash, debt, book equity), derived market values (market_cap, enterprise_value), valuation multiples (P/E, P/S, P/B, EV/EBITDA, EV/Revenue, FCF yield %), and TTM margins (gross, operating, net). Use for: historical valuation screens, backtesting entry-point multiples, forensic audit of peak / trough valuations, comparing a company's current multiples to its own history. Pro and Institutional only — full = all companies & full history, pro = all companies & last 15 years. On the free plans this tool returns an ENTITLEMENT_DENIED upgrade envelope (required_plan 'pro') BEFORE any read: the EOD close it needs comes from the daily price series, licensed market data the free tiers do not carry. Every plan still has the multiples at each fiscal year end via get_financial_ratios (category 'valuation') and get_valuation_metrics.

Input schema

PropertyTypeRequiredDescription
tickerstringyesStock ticker symbol, e.g. AAPL, MSFT — or a CIK (SEC identifier), e.g. '0000320193'.
as_of_datestringyesThe historical date for the valuation snapshot (YYYY-MM-DD). The EOD close on the nearest prior trading day will be used. All financials are PIT-filtered to filings accepted on or before this date. Use a date in the recent past (within the last year) to get current-ish multiples; use any historical date back to 1993 (subject to your plan's history window) to get the multiples as they would have been observable on that date.
Raw JSON schema
{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "minLength": 1,
      "maxLength": 10,
      "pattern": "^[A-Za-z0-9.\\-]+$",
      "description": "Stock ticker symbol, e.g. AAPL, MSFT — or a CIK (SEC identifier), e.g. '0000320193'."
    },
    "as_of_date": {
      "type": "string",
      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
      "description": "The historical date for the valuation snapshot (YYYY-MM-DD). The EOD close on the nearest prior trading day will be used. All financials are PIT-filtered to filings accepted on or before this date. Use a date in the recent past (within the last year) to get current-ish multiples; use any historical date back to 1993 (subject to your plan's history window) to get the multiples as they would have been observable on that date."
    }
  },
  "required": [
    "ticker",
    "as_of_date"
  ],
  "additionalProperties": false,
  "$schema": "http://json-schema.org/draft-07/schema#"
}

First seen 2026-09-20 · last seen 2026-09-20