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Public Company Financials - SEC EDGAR Trend Analysis

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Public Company Financials - SEC EDGAR Trend Analysis

Public Company Financials - SEC EDGAR Trend Analysis

Get 5-year revenue, profit, and balance-sheet trends for any US public company, straight from official SEC EDGAR filings.

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📈 Public Company Financials

🚀 Get 5-year revenue, profit, and balance-sheet trends for any US public company in seconds. Enter a ticker and get revenue, net income, assets, liabilities, and equity - with year-over-year growth and trend labels straight from official SEC filings. Built on the official SEC EDGAR API - no scraping, no breakage.

🕒 Last updated: 2026-07-07 · 📊 9 fields per financial metric row · 🏛️ Official SEC data · 📈 5-year trend analysis · 🔓 No auth required

🎁 Try it free: the free Apify plan returns up to 10 results per run — enough to see the output quality. Any paid Apify plan unlocks full-size runs.

Public Company Financials turns raw SEC XBRL filings into a ready-to-use financial trend dataset. Enter any US public company's stock ticker and the Actor queries the official SEC EDGAR API, extracting annual revenue, net income, total assets, total liabilities, and stockholders equity for the last several fiscal years - each figure sourced directly from the company's own 10-K filings.

Every row includes year-over-year growth percentage and a GROWING/DECLINING/FLAT trend label, so you get a financial trend, not a single snapshot. Results are flat JSON rows ready for CSV, Excel, or direct API consumption - built for investors, analysts, and AI agents screening companies automatically.

🎯 Target Audience💡 Primary Use Cases
Retail investors, equity research analysts, financial due-diligence teams, fintech builders, AI investment-research agentsCompany screening, financial trend analysis, due diligence, portfolio monitoring, automated research pipelines

📋 What Public Company Financials does

One input, one run, a clean dataset:

  • 📊 5-year financial history. Revenue, net income, total assets, total liabilities, and stockholders equity per fiscal year.
  • 📈 Year-over-year growth. Every metric includes a computed growth percentage against the prior fiscal year.
  • 🏷️ Trend labels. Each row is tagged GROWING, DECLINING, or FLAT - a scored read, not a raw number dump.
  • Restatement-aware. When a company revises a prior year's figures, the Actor keeps the most recently filed value, not a stale one.

💡 Why it matters: raw SEC filings are dense XBRL documents built for compliance, not analysis - pulling even one company's 5-year revenue trend by hand means digging through multiple 10-Ks. This Actor turns that into one run and a clean trend table.


🎬 Full demo

🚧 Video walkthrough coming soon — the Quick Start below takes under 3 minutes end to end.


⚙️ Input

InputTypeDefaultBehavior
tickerstring"AAPL"US stock ticker symbol. Case-insensitive.
yearsBackinteger5Fiscal years of history to return per metric (1-10).

Example: 5-year trend for Apple

{
"ticker": "AAPL",
"yearsBack": 5
}

Example: quick 2-year check, smallest cost

{
"ticker": "MSFT",
"yearsBack": 2
}

⚠️ Good to know: Only companies that file 10-Ks with the SEC (US-listed public companies) are covered. New annual figures appear only after the company files its next 10-K, typically once a year.


📊 Output

Each financial metric row returns 9 fields. Download as CSV, Excel, JSON, or XML, or consume via the Apify API.

🧾 Schema

FieldTypeExample
🏷️ tickerstring"AAPL"
🏢 companyNamestring"Apple Inc."
📊 metricstring"Revenue"
📅 fiscalYearinteger2023
💰 valueUsdnumber383285000000
📈 yoyGrowthPctnumber|null-2.8
🏷️ trendstring|null"DECLINING"
📄 formstring"10-K"
🗓️ filedDatestring"2023-11-03"

📦 Sample record

{
"ticker": "AAPL",
"companyName": "Apple Inc.",
"metric": "Revenue",
"fiscalYear": 2023,
"valueUsd": 383285000000,
"yoyGrowthPct": -2.8,
"trend": "DECLINING",
"form": "10-K",
"filedDate": "2023-11-03"
}

✨ Why choose this Actor

Capability
🏛️Official SEC data. Sourced directly from XBRL filings, not a third-party financial data reseller.
📈Trend, not snapshot. Year-over-year growth and trend labels computed automatically across up to 10 years.
Restatement-aware. Keeps the most recently filed figure per fiscal year instead of a superseded one.
Built on the official SEC EDGAR XBRL API. Stable and durable — no breakage from page redesigns.
🔁Automatic retries. Transient failures retry with backoff; errors are logged clearly, never silent.
💳Pay per result. No subscription. A typical run costs $0.14 (5 metrics x 5 years = ~25 rows).

📊 Over 4,000 companies file 10-Ks with the SEC every year. Turning one ticker's filing history into a usable trend table normally takes 20-30 minutes of manual digging per company - this Actor does it in one run.


📈 How it compares to alternatives

ApproachCostCoverageRefreshSetup
⭐ Public Company Financials (this Actor)$5 free credit, then pay-per-useAny US public company that files 10-Ks with the SECLive per run⚡ 2 min
Bloomberg Terminal / FactSet$2,000+/monthFull market dataLive🏢 Enterprise-only pricing
Manual EDGAR filing reviewFreeWhatever you readOne-shot🐢 20-30 min per company
Manual copy-pasteFreeCurrent session onlyOne-shot🐢 Hours of clicking

Pick this Actor when you want you want a clean, scored financial trend table on demand - per company, instant, no subscription.


🚀 How to use

  1. 📝 Sign up. Create a free Apify account with $5 credit (takes 2 minutes).
  2. 🌐 Open the Actor. Go to the Public Company Financials page on the Apify Store.
  3. ✏️ Set your input. Enter the company's stock ticker in ticker — or just press Start, the prefilled example works.
  4. 🚀 Run it. Watch results stream into the Dataset tab.
  5. 📥 Download. Grab results as CSV, Excel, JSON, or XML — or pipe them anywhere via the Apify API.

⏱️ Total time from signup to downloaded dataset: 3–5 minutes. No coding required.


💼 Business use cases

  • 💼 Retail investors - screen a watchlist for revenue/profit trends before buying; spot DECLINING trends early.
  • 📊 Equity research analysts - pull clean historical figures into models without manual EDGAR digging.
  • 🔍 Due-diligence teams - quick financial health check on an acquisition target or vendor.
  • 🤖 AI investment-research agents - agent calls the Actor via MCP, screens a list of tickers, flags DECLINING trends automatically.

🌟 Beyond business use cases

Data like this powers more than commercial workflows:

  • 🎓 Research & academia — empirical datasets for papers and coursework; longitudinal studies across scheduled snapshots; reproducible, citable data pulls.
  • 🎨 Personal & creative — side projects, dashboards, visualizations; content research for bloggers, YouTubers, and podcasters.
  • 🤝 Non-profit & civic — transparency reporting, advocacy backed by public-interest data, community databases.
  • 🧪 Experimentation — prototype AI/ML pipelines on real data; validate product hypotheses before engineering spend.

🔌 Automating Public Company Financials

Control this Actor programmatically for scheduled runs and pipelines:

Node.js (apify-client on NPM):

const { ApifyClient } = require('apify-client');
const client = new ApifyClient({ token: 'YOUR_APIFY_TOKEN' });
const run = await client.actor('saint_person/public-company-financials').call({
"ticker": "AAPL",
"yearsBack": 5
});
const { items } = await client.dataset(run.defaultDatasetId).listItems();

Python (apify-client on PyPI):

from apify_client import ApifyClient
client = ApifyClient('YOUR_APIFY_TOKEN')
run = client.actor('saint_person/public-company-financials').call(run_input={
"ticker": "AAPL",
"yearsBack": 5
})
items = client.dataset(run['defaultDatasetId']).list_items().items

📚 Full Apify API documentation

Apify Schedules triggers this Actor on any cron interval — hourly for fresh monitoring, daily for feeds, weekly for historical datasets.


🧠 Use via MCP (for AI agents)

Public Company Financials is directly callable by any MCP-compatible AI agent (Claude, ChatGPT, Cursor, and others) through Apify's hosted MCP server — no custom integration code needed.

Add this to your MCP client config (e.g. Claude Desktop's claude_desktop_config.json):

{
"mcpServers": {
"apify": {
"url": "https://mcp.apify.com/sse?actors=saint_person/public-company-financials",
"headers": { "Authorization": "Bearer YOUR_APIFY_TOKEN" }
}
}
}

Once connected, just ask your agent something like: "Use the Public Company Financials Actor to pull financial metric row data for my target and summarize it." The agent reads the input schema automatically and calls the Actor directly — no manual dataset download step.

📚 Apify MCP server docs


🤖 Ask an AI assistant about this Actor

Open a ready-to-send prompt in the AI of your choice:


❓ Frequently Asked Questions

🧩 How does it work?

Enter a ticker, click Start. The Actor resolves the ticker to its SEC CIK number, then makes one request to SEC EDGAR's XBRL companyfacts API, which returns every financial concept for the company at once. It filters to annual 10-K figures for five core metrics, reconciles the two possible Revenue tags (companies changed reporting taxonomy around 2018) into a single per-fiscal-year series so you never see duplicate years, and returns one row per metric per fiscal year with computed year-over-year growth.

🔑 Do I need a SEC account or API key?

No - the Actor works out of the box. SEC EDGAR's API is public and requires no authentication.

📈 How is the trend label calculated?

trend compares each fiscal year's value to the prior year: growth above +1% = GROWING, below -1% = DECLINING, otherwise FLAT. The earliest year returned has no prior year to compare, so its trend is null.

🌐 Does this cover non-US or private companies?

No - only companies that file 10-Ks with the U.S. SEC are covered. That includes all US-listed public companies (NYSE, Nasdaq) but not private companies or most foreign issuers that file 20-F instead.

⏰ Can I schedule regular runs?

Yes. Use Apify Schedules to run this Actor on any cron interval (hourly, daily, weekly).

This Actor only collects data that is publicly accessible through the official SEC EDGAR API, a public government data service. No login, no bypass of access controls. You are responsible for complying with the source's Terms of Service and any regulations that apply to your use.

💳 Do I need a paid Apify plan?

No. The free Apify plan is enough for testing and small runs. Paid plans unlock larger runs, scheduling, and higher concurrency.

🔁 What happens if a run fails?

Transient errors retry automatically with backoff. If a run still fails, the log explains exactly why, and partial results are preserved — you never lose progress.

🆘 What if I need help?

Open an issue on this Actor's Issues tab — reliability is the whole point, and issues get fixed with priority. You can also request custom features or entirely new Actors there.


🔌 Integrate with any app

Public Company Financials connects to any cloud service via Apify integrations:

  • Zapier — connect with 5,000+ apps
  • Make — automate multi-step workflows
  • n8n — self-hosted automation
  • Google Sheets — export datasets to a shared sheet
  • Slack — run notifications in your channels
  • Gmail — email results automatically after each run
  • Webhooks — trigger downstream pipelines
  • MCP — let AI agents call this Actor directly

🧩 Works even better together

Pair this Actor with a due-diligence or research pipeline: pull financial trends here, then combine with your own risk models or screening criteria. Cross-reference against the USGS Seismic Risk Profiler for real-asset-heavy companies (REITs, industrials) to check location risk alongside financial health.


💡 Pro tip: browse the complete ParseForge collection for more tools like this.


🆘 Help & custom requests

  • 🐛 Something not working? Open an issue on this Actor's Issues tab — reliability is the whole point, and issues are fixed with priority.
  • 🛠️ Need a custom feature, a different data source, or an entirely new Actor built for you? Open an issue describing what you need — custom builds are available.

⚠️ Disclaimer: this Actor is an independent tool and is not affiliated with, endorsed by, or sponsored by the U.S. Securities and Exchange Commission (SEC). All trademarks are the property of their respective owners. Only publicly available data is collected.