Schema 2 overview

stock_overview is the schema-2 flagship: one joined stock read with snapshot, valuation, analysis, growth, headline financials, filings, freshness, and context. Schema 2 is the default. You can omit schema in new requests:

curl -sS "https://api.stockcontext.com/v1/tools/stock_overview" \
  -H "X-API-Key: $STOCKCONTEXT_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"symbol":"AAPL","detail":"core"}'

The capabilities catalog reports stock_overview_core at 1,800 measured tokens with a 2,200-token gate. The measure is minified_utf8_bytes_over_3_8 from the committed schema-2 golden catalog. Every flow multiple in valuation states its flow vintage explicitly: basis: "FY2025_annual" when the flow operand is the annual statement, or basis: "ttm" plus a ttm_periods stamp ({ "base": "FY2025", "add": ["YTD2FY2026"], "subtract": ["YTD2FY2025"] } — TTM = base − subtract + add over the cited YTD cumulative spans, never discrete quarters) when a trailing-twelve-month magnitude derives from the quarterly build. enterprise_value always declares its simplified composition (market_cap + total_debt − cash) with basis: "common_only_excludes_preferred_and_nci".

Core response

Trimmed from tests/fixtures/overview_v2/golden_overview_aapl_core.wire.json; shown values are unchanged. The freshness.quarterly block is shown in its served form (latest quarter id + period end + age) — quarterly is now covered; when a filer has no scored quarterly build yet the block refuses instead (quarterly_not_yet_supported, or interim_not_filed_with_sec for FPIs that file no 10-Q).

{
  "subject": {
    "entity": { "cik": "0000320193", "name": "Apple Inc.", "shape": "operating_company" },
    "security": { "security_id": "sec_0000320193_aapl", "ticker": "AAPL" }
  },
  "data": {
    "snapshot": {
      "period": "FY2025",
      "price": { "close": 294.38, "session": "2026-07-01" },
      "market_cap": { "v": 4349863000000, "d": "≈$4.35T" },
      "high_52w": { "value": 317.4, "date": "2026-06-08" },
      "low_52w": { "value": 200.7003, "date": "2025-08-01" },
      "vs_52w_high_pct": -7.25,
      "vs_52w_low_pct": 46.68,
      "revenue": { "v": "416161000000", "d": "≈$416.2B" },
      "net_income": { "v": "112010000000", "d": "≈$112B" },
      "eps_diluted": { "v": "7.46" },
      "free_cash_flow": { "v": "98767000000", "d": "≈$98.77B" },
      "shares_outstanding": { "v": "14776353000", "d": "≈14.78B sh", "as_of": "2025-10-17" },
      "computed": ["market_cap", "free_cash_flow"]
    },
    "valuation": {
      "eps_basis": "FY2025_annual_diluted",
      "price_to_earnings": 39.46,
      "price_to_book": 59.0,
      "price_to_sales": { "value": 10.45, "basis": "FY2025_annual" },
      "price_to_fcf": { "value": 44.04, "basis": "FY2025_annual" },
      "enterprise_value": { "v": 4412586000000, "d": "≈$4.413T", "basis": "common_only_excludes_preferred_and_nci" },
      "ev_to_ebitda": { "value": 30.48, "basis": "FY2025_annual" },
      "ev_to_sales": { "value": 10.6, "basis": "FY2025_annual" },
      "ebitda": { "v": "144748000000", "d": "≈$144.7B" },
      "earnings_yield_pct": { "value": 2.58, "basis": "FY2025_annual_net_income_over_market_cap" },
      "fcf_yield_pct": { "value": 2.27, "basis": "FY2025_annual" },
      "dividend_yield_pct": 0.35,
      "dividends_per_share": { "value": 1.02, "basis": "declared" },
      "buyback_yield_pct": { "value": 2.09, "basis": "gross_repurchases_over_market_cap" },
      "payout_ratio": { "value": 0.1377, "basis": "dividends_to_net_income" },
      "book_value_per_share": { "value": 4.9899, "basis": "parent_equity_per_share" },
      "tangible_book_value_per_share": { "unavailable": "valuation_operand_unavailable", "missing_operand": "goodwill" },
      "fcf_per_share": 6.6841,
      "revenue_per_share": { "value": 27.8396, "basis": "weighted_avg_shares_basic" },
      "computed": ["ebitda", "enterprise_value"]
    },
    "analysis": {
      "period": "FY2025",
      "margins_pct": { "gross": 46.91, "operating": 31.97, "net": 26.92, "ebitda_margin_pct": 34.78, "fcf": 23.73 },
      "returns_pct": {
        "roe": { "value": 171.42, "basis": "avg_2fy_parent_equity" },
        "roa": { "value": 30.93, "basis": "avg_2fy_assets" },
        "roic": { "value": 83.14, "basis": "nopat_over_avg_2fy_invested_capital_ex_cash" },
        "roce_pct": { "value": 69.62, "basis": "avg_2fy_capital_employed" }
      },
      "leverage": {
        "debt_to_equity": 1.338,
        "debt_to_assets": 0.2746,
        "net_debt": { "v": "62723000000", "d": "≈$62.72B" },
        "net_debt_to_ebitda": 0.43,
        "cash_ratio": { "value": 0.217, "basis": "cash_only" },
        "ocf_ratio": 0.6731,
        "current_ratio": 0.8933,
        "quick_ratio": 0.8588,
        "interest_coverage": { "unavailable": "not_reported" }
      },
      "efficiency": {
        "inventory_turnover": { "value": 33.9834, "basis": "avg_2fy_inventory" },
        "receivables_turnover": { "value": 11.3725, "basis": "avg_2fy_accounts_receivable" },
        "days_sales_outstanding": 32.1,
        "days_inventory_outstanding": 10.7,
        "payables_turnover": { "value": 3.1834, "basis": "avg_2fy_accounts_payable" },
        "days_payables_outstanding": 114.7,
        "cash_conversion_cycle": -71.9
      },
      "quality": {
        "fcf_conversion": 0.8818,
        "sbc_to_revenue_pct": 3.09,
        "capex_to_revenue_pct": 3.06,
        "effective_tax_rate": 0.1561,
        "asset_turnover": { "value": 1.1493, "basis": "avg_2fy_total_assets" },
        "accruals_ratio": 0.0015,
        "share_count_change_yoy_pct": { "value": -2.58, "basis": "weighted_avg_basic" }
      },
      "computed": ["net_debt"]
    },
    "growth": {
      "periods_used": ["FY2025", "FY2024", "FY2023"],
      "revenue": { "yoy_pct": 6.43, "cagr_2y_pct": 4.2, "direction": "up", "up_streak_fy": 2 },
      "free_cash_flow": { "yoy_pct": -9.23, "direction": "down" }
    },
    "financials": {
      "periods": [
        { "id": "FY2025", "end": "2025-09-27", "restated": false },
        { "id": "FY2024", "end": "2024-09-28", "restated": false },
        { "id": "FY2023", "end": "2023-09-30", "restated": false }
      ],
      "source": { "form": "10-K", "accession": "0000320193-25-000079", "filed": "2025-10-31" },
      "reporting": { "period_kind": "annual", "vintage": "latest_restated", "reporting_currency": "USD" },
      "fields": {
        "revenue": ["416161000000", "391035000000", "383285000000"],
        "free_cash_flow": {
          "derived": "operating_cash_flow - capex",
          "values": ["98767000000", "108807000000", "99584000000"]
        },
        "total_assets": ["359241000000", "364980000000", { "unavailable": "not_in_vintage_window" }]
      }
    },
    "freshness": {
      "fundamentals_age_days": 277,
      "sessions_behind": 1,
      "quarterly": {
        "latest": "Q2FY2026",
        "period_end": "2026-03-28",
        "age_days": 95
      }
    }
  },
  "meta": {
    "schema_version": "2",
    "policy_version": "2026-06-18",
    "as_of": { "sec": "2026-06-26", "market": "2026-07-02" },
    "published_at": "2026-06-26T20:17:25.870428Z"
  }
}

How to read it

Filed and derived-exact fundamentals are decimal strings. Computed ratios and price values are JSON numbers.
Display twins such as d are approximate and display-only. Parse v.
computed names fields that are derived or price-computed at block level.
Staleness has one home: fundamentals age and price-session lag live in freshness.
A whole block, field, or cell can refuse with { "unavailable": "..." }. Do not replace a refusal with 0 or null.

API reference

Schema 2

Schema 1 frozen legacy

Discovery

Financials

Market data

Filings & activity

Core response

How to read it

​Core response

​How to read it

Core response

How to read it