# SEC Company Financials: 10-K & 10-Q Fundamentals (XBRL) (`larkmoor/sec-company-financials`) Actor

Income statement, balance sheet and cash flow for any US-listed company from the SEC's official XBRL data: revenue, net income, EPS, assets, debt, cash flow, free cash flow and margins per year or quarter (Q4 derived). Tickers, CIKs or names. Raw XBRL facts mode. $1 per 1,000 periods.

- **URL**: https://apify.com/larkmoor/sec-company-financials.md
- **Developed by:** [Larkmoor Data](https://apify.com/larkmoor) (community)
- **Categories:** Business, Developer tools
- **Stats:** 2 total users, 1 monthly users, 100.0% runs succeeded, 0 bookmarks
- **User rating**: No ratings yet

## Pricing

from $0.85 / 1,000 company periods

This Actor is paid per event. You are not charged for the Apify platform usage, but only a fixed price for specific events.
Since this Actor supports Apify Store discounts, the price gets lower the higher subscription plan you have.

Learn more: https://docs.apify.com/actors/running/actors-in-store.md#pay-per-event

## What's an Apify Actor?

An Actor is a serverless cloud program that runs on the Apify platform. It has two run modes.
In Batch mode, an Actor accepts a well-defined JSON input, performs an action which can take anything from a few seconds to a few hours,
and optionally produces a well-defined JSON output, datasets with results, or files in key-value store.
In Standby mode, an Actor provides a web server which can be used as a website, API, or an MCP server.

Apify vocabulary and the platform model are defined once, in the agent quickstart at https://apify.com/agents.md.

## How to integrate an Actor?

If asked about integration, you help developers integrate Actors into their projects.
You adapt to their stack and deliver integrations that are safe, well-documented, and production-ready.

Do not guess an integration path. Every one of them is in the agent quickstart at https://apify.com/agents.md: the Apify MCP server, Agent Skills with the Apify CLI, the JavaScript and Python clients, the REST API, and the account-free path for an agent with no human to sign in. It also carries the rule on stating cost before the first paid run.

For examples already wired to this Actor's own input schema, see the [API](#api) section below.

Each client library has reference documentation the quickstart does not restate: [JavaScript/TypeScript](https://docs.apify.com/api/client/js/docs.md) (`npm install apify-client`) and [Python](https://docs.apify.com/api/client/python/docs.md) (`pip install apify-client`).

# README

## SEC Company Financials: 10-K & 10-Q Fundamentals from XBRL

Get **clean, standardized financial statements for any US-listed company** — revenue, gross profit, operating income, net income, EPS, total assets, liabilities, equity, cash, debt, operating cash flow, capex, **free cash flow** and key ratios — for every fiscal year or quarter, straight from the **SEC's official XBRL "company facts" API**.

Type a ticker (`AAPL`), a CIK (`320193`) or a company name (`Tesla, Inc.`) and get one tidy row per period, ready for a spreadsheet, a screener, a valuation model or an AI agent. No API key, no login, no paid data vendor.

### What does SEC Company Financials do?

- Resolves tickers, CIK numbers and exact company names to SEC filers.
- Downloads every XBRL fact the company has filed in its 10-K, 10-Q, 20-F and 40-F reports.
- Maps dozens of possible XBRL tags onto **~30 standard metrics** (for example `Revenues`, `RevenueFromContractWithCustomerExcludingAssessedTax` and `SalesRevenueNet` all become `revenue`), so different companies line up in the same columns.
- Builds **annual** rows (fiscal years) and **quarterly** rows (Q1–Q4).
- **Derives what filings leave out:** 10-Qs report cash flows year-to-date, so quarterly cash flows are computed from YTD differences; Q4 is never filed on its own, so Q4 is computed as the fiscal year minus the first nine months. Every derived value is flagged (`q4Derived`, and `conceptsUsed` when you turn it on).
- Adds **free cash flow, gross / operating / net margin, current ratio, debt-to-equity and ROE**.
- Optionally adds the company profile: exchange, SIC industry, state of incorporation, fiscal year end, filer category.
- **Facts mode:** returns every raw XBRL fact (concept, label, unit, value, period, form, filing date, accession number, frame) for deep or custom analysis.

### Who is it for?

- **Investors and analysts** building screeners, DCF models or factor backtests.
- **Fintech and AI developers** who need a fundamentals feed without a data-vendor contract.
- **Credit, M\&A and procurement teams** checking a counterparty's revenue, cash and debt trend.
- **Journalists and researchers** comparing companies or sectors over time.
- **Students** learning financial statement analysis on real numbers.

### Input

| Field | What it does |
|---|---|
| `companies` | tickers, CIKs or exact SEC names, one per line |
| `outputMode` | `periods` (standardized rows) or `facts` (raw XBRL facts) |
| `periodType` | `annual`, `quarterly` or `both` |
| `yearsBack` | how many years of history (default 5; XBRL starts around 2009) |
| `valuesAs` | `latest` (restated values) or `firstReported` (as originally filed — no look-ahead bias for backtests) |
| `includeCompanyProfile` | exchange, industry, state, fiscal year end |
| `includeConceptsUsed` | show which XBRL tag or derivation produced each number |
| `concepts`, `forms` | facts mode filters, e.g. `NetIncomeLoss`, `10-K` |
| `maxCompanies`, `maxResults` | safety caps |

Example input:

```json
{
  "companies": ["AAPL", "MSFT", "NVDA"],
  "periodType": "quarterly",
  "yearsBack": 3
}
```

### Output

One row per company and period (`periods` mode):

```json
{
  "ticker": "AAPL",
  "companyName": "Apple Inc.",
  "periodType": "annual",
  "fiscalYear": 2025,
  "fiscalPeriod": "FY",
  "periodStart": "2024-09-29",
  "periodEnd": "2025-09-27",
  "revenue": 416161000000,
  "netIncome": 112010000000,
  "epsDiluted": 7.46,
  "operatingCashFlow": 111482000000,
  "capitalExpenditure": 12715000000,
  "freeCashFlow": 98767000000,
  "totalAssets": 359241000000,
  "netMargin": 0.2692,
  "industry": "Electronic Computers",
  "exchange": "Nasdaq",
  "q4Derived": false,
  "firstFiledForm": "10-K",
  "firstFiledDate": "2025-10-31"
}
```

All metrics: `revenue`, `costOfRevenue`, `grossProfit`, `researchAndDevelopment`, `sellingGeneralAdmin`, `operatingExpenses`, `operatingIncome`, `interestExpense`, `pretaxIncome`, `incomeTax`, `netIncome`, `epsBasic`, `epsDiluted`, `weightedDilutedShares`, `depreciationAmortization`, `stockBasedCompensation`, `operatingCashFlow`, `capitalExpenditure`, `investingCashFlow`, `financingCashFlow`, `dividendsPaid`, `shareRepurchases`, `cashAndEquivalents`, `shortTermInvestments`, `currentAssets`, `totalAssets`, `currentLiabilities`, `totalLiabilities`, `longTermDebt`, `shareholdersEquity`, `sharesOutstanding`, plus `freeCashFlow`, `grossMargin`, `operatingMargin`, `netMargin`, `currentRatio`, `debtToEquity`, `returnOnEquity`. Values are in the filing's units (USD for money, USD per share for EPS). A metric a company does not report is `null` (banks, for example, have no gross profit).

Download as JSON, CSV, Excel or HTML, or read it through the Apify API.

### How much does it cost?

Pay per result, no subscription:

- **$1.00 per 1,000 company periods** (standardized rows)
- **$0.10 per 1,000 raw XBRL facts** (facts mode)
- $0.001 per run start

Worked examples:

1. **S\&P 500, 5 fiscal years:** 500 × 5 = 2,500 rows → **about $2.50**.
2. **One watchlist of 20 stocks, 3 years of quarters:** 20 × 12 = 240 rows → **about $0.24**.
3. **Every raw revenue and net income fact for 10 companies over 10 years:** roughly 4,000 facts → **about $0.40**.

Bronze, Silver and Gold Apify plans get extra discounts. Platform compute is tiny (a few seconds per company at 256 MB).

### FAQ

**Where does the data come from? Is this legal?**
From the SEC's own public API at data.sec.gov, which the SEC publishes for free so anyone can use filing data. The actor follows the SEC's fair-access policy: it identifies itself and stays well below the request-rate limit. It does not scrape any website.

**How fresh is it?**
The SEC updates company facts within minutes of a filing being accepted, so a 10-Q filed this morning is available on your next run.

**Why is a value different from a finance website?**
Finance sites often adjust numbers (non-GAAP, TTM, their own taxonomy). This actor returns exactly what the company reported in XBRL. Use `valuesAs: firstReported` for as-filed numbers or `latest` to include later restatements.

**Why is Q4 marked as derived?**
Companies file a 10-K for the full year instead of a Q4 10-Q. Q4 is the fiscal year minus the nine-month year-to-date figures. Balance-sheet items for Q4 are the real year-end values.

**Does it cover foreign companies?**
Companies filing 20-F or 40-F with XBRL are included; IFRS filers are read where their tags match. Funds, trusts and many small filers have no XBRL financials and return a clear error row (not charged).

**Can I get a metric that is not in the list?**
Yes: use `facts` mode with the XBRL concept name (for example `InventoryNet` or `dei:EntityPublicFloat`).

### Integrations

Schedule it after earnings season, send rows to Google Sheets, Airtable or a database with Apify integrations, trigger it from Make, Zapier or n8n, or call it from Python/JavaScript with the Apify API client. AI agents can call it through the Apify MCP server.

### Changelog

- **0.1** — first release: ~30 standardized metrics, annual and quarterly, derived Q4 and quarterly cash flows, ratios, company profile, raw facts mode.

# Actor input Schema

## `companies` (type: `array`):

Tickers (AAPL, BRK-B), SEC CIK numbers (320193) or exact SEC company names (Tesla, Inc.). One per line.

## `outputMode` (type: `string`):

'periods' = one row per company and fiscal period with ~30 standardized metrics, free cash flow and ratios. 'facts' = every raw XBRL fact (concept, value, unit, period, form, accession) for deep analysis.

## `periodType` (type: `string`):

Annual (10-K / 20-F fiscal years), quarterly (Q1-Q4; Q4 and quarterly cash flows are derived from annual and year-to-date figures and flagged), or both. Used in 'periods' mode.

## `yearsBack` (type: `integer`):

How many years back from today to return (XBRL data starts around 2009).

## `valuesAs` (type: `string`):

'latest' = the most recently filed value for each period (includes restatements). 'firstReported' = the value as originally reported in the period's own filing (good for backtests without look-ahead).

## `includeCompanyProfile` (type: `boolean`):

Add exchange, SIC industry, state of incorporation, fiscal year end and filer category to each row (one extra SEC request per company).

## `includeConceptsUsed` (type: `boolean`):

Add a 'conceptsUsed' object naming the XBRL concept (or derivation) behind each metric, for audit trails.

## `concepts` (type: `array`):

Facts mode only: limit to these XBRL concepts, e.g. Revenues, NetIncomeLoss, dei:EntityCommonStockSharesOutstanding. Empty = all concepts.

## `forms` (type: `array`):

Facts mode only: keep facts from these forms only, e.g. 10-K, 10-Q. Empty = all forms.

## `maxCompanies` (type: `integer`):

Cap on companies processed in one run.

## `maxResults` (type: `integer`):

Hard cap on rows returned (and charged) in this run.

## Actor input object example

```json
{
  "companies": [
    "AAPL",
    "MSFT",
    "NVDA"
  ],
  "outputMode": "periods",
  "periodType": "annual",
  "yearsBack": 5,
  "valuesAs": "latest",
  "includeCompanyProfile": true,
  "includeConceptsUsed": false,
  "concepts": [],
  "forms": [],
  "maxCompanies": 500,
  "maxResults": 5000
}
```

# Actor output Schema

## `results` (type: `string`):

All results as JSON items in the run's default dataset (also downloadable as CSV/Excel from the dataset).

# API

You can run this Actor programmatically using our API. Below are code examples in JavaScript, Python, and CLI, as well as the OpenAPI specification and MCP server setup.

## JavaScript example

```javascript
import { ApifyClient } from 'apify-client';

// Initialize the ApifyClient with your Apify API token
// Replace the '<YOUR_API_TOKEN>' with your token
const client = new ApifyClient({
    token: '<YOUR_API_TOKEN>',
});

// Prepare Actor input
const input = {
    "companies": [
        "AAPL",
        "MSFT",
        "NVDA"
    ]
};

// Run the Actor and wait for it to finish
const run = await client.actor("larkmoor/sec-company-financials").call(input);

// Fetch and print Actor results from the run's dataset (if any)
console.log('Results from dataset');
console.log(`💾 Check your data here: https://console.apify.com/storage/datasets/${run.defaultDatasetId}`);
const { items } = await client.dataset(run.defaultDatasetId).listItems();
items.forEach((item) => {
    console.dir(item);
});

// 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/js/docs

```

## Python example

```python
from apify_client import ApifyClient

# Initialize the ApifyClient with your Apify API token
# Replace '<YOUR_API_TOKEN>' with your token.
client = ApifyClient("<YOUR_API_TOKEN>")

# Prepare the Actor input
run_input = { "companies": [
        "AAPL",
        "MSFT",
        "NVDA",
    ] }

# Run the Actor and wait for it to finish
run = client.actor("larkmoor/sec-company-financials").call(run_input=run_input)

# Fetch and print Actor results from the run's dataset (if there are any)
print(f"💾 Check your data here: https://console.apify.com/storage/datasets/{run.default_dataset_id}")
for item in client.dataset(run.default_dataset_id).iterate_items():
    print(item)

# 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/python/docs/quick-start

```

## CLI example

```bash
echo '{
  "companies": [
    "AAPL",
    "MSFT",
    "NVDA"
  ]
}' |
apify call larkmoor/sec-company-financials --silent --output-dataset

```

## MCP server setup

```json
{
    "mcpServers": {
        "apify": {
            "type": "http",
            "url": "https://mcp.apify.com/?tools=fetch-actor-details,larkmoor/sec-company-financials"
        }
    }
}
```

The hosted server signs you in with OAuth on first connect, so no API token belongs in this config. Clients without OAuth support can send an `Authorization: Bearer <APIFY_API_TOKEN>` header instead, using a token from API & Integrations in Apify Console (https://console.apify.com/settings/integrations).

## OpenAPI specification

Download the OpenAPI definition: https://api.apify.com/v2/actors/ObKg2MLpt4oqB9vzi/builds/GUx3qaT5sQ5pj8QTL/openapi.json