# SEC Financial Statements API (XBRL) & Ratios · SiteVerdict (`siteverdict/siteverdict-sec-xbrl-financials`) Actor

Normalised income statement, balance sheet and cash flow for any SEC filer by ticker or CIK, straight from EDGAR XBRL APIs: annual and quarterly (Q4 derived), restated or as-reported, 15+ ratios, YoY growth, peer comparison, market percentiles and CSV. No key needed.

- **URL**: https://apify.com/siteverdict/siteverdict-sec-xbrl-financials.md
- **Developed by:** [Aman Thakran](https://apify.com/siteverdict) (community)
- **Categories:** Developer tools
- **Security:** Limited permissions
- **Stats:** 2 total users, 1 monthly users, 100.0% runs succeeded, 0 bookmarks
- **User rating**: No ratings yet

## Pricing

Pay per event

This Actor is paid per event. You are not charged for the Apify platform usage, but only a fixed price for specific events.

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

## SiteVerdict — SEC Financial Statements (XBRL) & Ratios

**Clean, normalised income statements, balance sheets and cash flows for any SEC filer, by ticker or CIK, straight from the SEC's own XBRL APIs. Annual and quarterly, ratios and growth, peer comparison, market percentiles and CSV, in one row per company.**

No API key, no scraping of HTML filings: the Actor reads `data.sec.gov` (companyfacts, submissions, frames) with a compliant user agent and SEC fair-access pacing.

### What you get per company

- 📒 **Income statement**: revenue, cost of revenue, gross profit, R\&D, SG\&A, operating income, interest expense, pre-tax income, tax, net income, EPS basic/diluted, diluted shares.
- 🏦 **Balance sheet**: cash, receivables, inventory, current assets, total assets, current liabilities, short/long-term debt, total liabilities, equity, total debt, net debt.
- 💵 **Cash flow**: operating, investing, financing, capex, D\&A, dividends, buybacks, **free cash flow**.
- 📐 **Ratios**: gross / operating / net / FCF margin, effective tax rate, ROE (average equity), ROA, current ratio, debt-to-equity, interest coverage, payout ratio, revenue / net income / EPS growth YoY.
- 🧾 **Provenance**: for every metric, the exact XBRL concept used (e.g. `us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax`), the calendar frame and any derived values (e.g. Q4 = FY − Q1..Q3).
- 🗓️ **Annual** (10-K, 20-F, 40-F) and **quarterly** (10-Q; Q4 derived), restated or as first reported.
- 🆚 **Peer comparison** row (ranks + peer medians) and optional **market percentiles** against every SEC filer (frames API).
- 📄 `financials.csv` (one row per company × period) and an optional **AI analyst brief** using your own Anthropic/OpenAI key.

### Who it is for

- **Analysts, students and investors** who want comparable fundamentals without a terminal subscription.
- **Fintech and data teams** building screeners, dashboards or LLM agents on clean JSON.
- **Credit and procurement teams** checking a counterparty's leverage and cash generation.
- **AI agents** via the MCP tool `sec_financials`.

### Quick start

1. Companies: `AAPL`, `MSFT`, `BRK-B`, or CIKs like `320193`.
2. Choose annual / quarterly / both and how many years or quarters.
3. Run. Try **Sample mode** (Apple + Microsoft, trimmed SEC data recorded 11 Oct 2026; no network, free).

#### Example output (sample mode: real SEC data recorded 11 Oct 2026, abridged)

```json
{ "recordType": "company-financials", "ticker": "AAPL", "name": "Apple Inc.", "sicDescription": "Electronic Computers", "fiscalYearEnd": "0926", "currency": "USD",
  "latest": { "fiscalYear": 2025, "periodEnd": "2025-09-27", "revenue": 416161000000, "netIncome": 112010000000, "epsDiluted": 7.46, "freeCashFlow": 98767000000,
              "grossMarginPct": 46.9, "operatingMarginPct": 32, "netMarginPct": 26.9, "fcfMarginPct": 23.7, "returnOnEquityPct": 171.4, "currentRatio": 0.89,
              "debtToEquity": 1.23, "revenueGrowthPct": 6.4, "epsDilutedGrowthPct": 22.7 },
  "periods": [{ "periodType": "FY", "fiscalYear": 2025, "periodEnd": "2025-09-27",
                "cashFlow": { "operatingCashFlow": 111482000000, "capex": 12715000000, "freeCashFlow": 98767000000 },
                "sources": { "revenue": "us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax" }, "frames": { "revenue": "CY2025" } },
              { "periodType": "Q", "fiscalYear": 2025, "fiscalQuarter": 4, "periodEnd": "2025-09-27", "incomeStatement": { "revenue": 102466000000 }, "derived": ["revenue = FY - Q1-Q3", "…"] }],
  "marketPercentiles": { "revenue": { "frame": "CY2025", "reporters": 2705, "percentile": 100 } } }
```

### Pricing (pay per event)

| Event | Price | When |
|---|---|---|
| `company-financials` | $0.02 | one company with all requested periods, ratios and provenance |
| `peer-comparison` | $0.02 | one comparison row for 2+ companies |
| `ai-brief` | $0.05 | only when your own AI key returns a brief |

Examples: S\&P 500 annual 5-year pull = 500 × $0.02 = **$10**. 5 peers + comparison = $0.12. Not-found tickers, errors and sample mode are free.

### FAQ

**Why do some metrics show `null`?** Filers choose different XBRL tags; we try several standard concepts per metric (listed in `sources`). If none is tagged, the value is null rather than guessed.

**Restated vs as-reported?** `useRestated: true` (default) takes the latest filed value for each period (later 10-Ks often restate prior years). Off = the value first reported.

**Quarterly cash flow?** 10-Qs report cash flow year-to-date, so 3-month cash flows are only available where filers tag them; Q4 flows are derived from the annual figures.

**Foreign companies?** 20-F and 40-F filers using IFRS (`ifrs-full`) are supported; the reporting currency is detected automatically.

### Limits

- 100 companies per run, up to 20 years / 40 quarters.
- Banks and insurers use different line items; generic metrics like gross profit may be null for them.
- Data quality depends on filer tagging; verify material numbers against the filing (EDGAR link in every row).

### Sources & compliance

- **Source**: SEC EDGAR APIs — `https://data.sec.gov/api/xbrl/companyfacts/`, `/submissions/`, `/api/xbrl/frames/`, and `https://www.sec.gov/files/company_tickers.json`. Documentation: https://www.sec.gov/search-filings/edgar-application-programming-interfaces. Checked 11 Oct 2026.
- **Terms**: SEC data is public information; the SEC's fair-access policy (https://www.sec.gov/os/accessing-edgar-data) requires a declared user agent with contact and ≤ 10 requests/second. We send `SiteVerdict/sec-xbrl-financials (hello@webrevenuescan.com)` and pace requests at ≤ 5/second.
- No personal data. Not affiliated with or endorsed by the SEC. **Not investment advice.**

# Changelog

This Actor's version history is a separate document: https://apify.com/siteverdict/siteverdict-sec-xbrl-financials/changelog.md

# Actor input Schema

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

One per line: a US ticker (<code>AAPL</code>, <code>BRK-B</code>) or an SEC CIK (<code>320193</code>). Foreign filers (20-F/40-F, IFRS) are supported. Max 100.

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

Annual statements, quarterly statements or both.

## `years` (type: `integer`):

How many fiscal years to return (annual).

## `quarters` (type: `integer`):

How many quarters to return (quarterly).

## `useRestated` (type: `boolean`):

On: the latest filed value for each period (what later filings say). Off: the value as first reported.

## `comparePeers` (type: `boolean`):

With 2+ companies, adds one row ranking them on growth, margins, returns and leverage (latest fiscal year).

## `marketPercentiles` (type: `boolean`):

Ranks each company's latest revenue and net income against every SEC filer reporting the same concept for the same calendar frame (1-2 extra requests per company).

## `exportCsv` (type: `boolean`):

One row per company and period with every metric and ratio.

## `aiProvider` (type: `string`):

A plain-English summary of trends and peer differences from your own Anthropic or OpenAI account. Off by default.

## `aiApiKey` (type: `string`):

Your own key. Stored encrypted, never logged or output.

## `aiModel` (type: `string`):

Default: claude-sonnet-5-5 (Anthropic) or gpt-4.1-mini (OpenAI).

## `sampleMode` (type: `boolean`):

Apple + Microsoft from trimmed SEC responses recorded on 11 Oct 2026. Nothing is charged.

## Actor input object example

```json
{
  "companies": [
    "AAPL",
    "MSFT",
    "GOOGL"
  ],
  "periodType": "annual",
  "years": 5,
  "quarters": 8,
  "useRestated": true,
  "comparePeers": true,
  "marketPercentiles": false,
  "exportCsv": true,
  "aiProvider": "none",
  "sampleMode": false
}
```

# Actor output Schema

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

No description

## `output` (type: `string`):

No description

## `files` (type: `string`):

No description

# 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",
        "GOOGL"
    ]
};

// Run the Actor and wait for it to finish
const run = await client.actor("siteverdict/siteverdict-sec-xbrl-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",
        "GOOGL",
    ] }

# Run the Actor and wait for it to finish
run = client.actor("siteverdict/siteverdict-sec-xbrl-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",
    "GOOGL"
  ]
}' |
apify call siteverdict/siteverdict-sec-xbrl-financials --silent --output-dataset

```

## MCP server setup

```json
{
    "mcpServers": {
        "apify": {
            "type": "http",
            "url": "https://mcp.apify.com/?tools=fetch-actor-details,siteverdict/siteverdict-sec-xbrl-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/bF0yaFf11WTJerXIq/builds/QdlRtqKtpsvDRFD9R/openapi.json