Valuein
Analysis
PIT-safe

Compare Financial Periods

compare_periods
Sample and above

Compare a company's core financial metrics across two fiscal periods side-by-side. Shows absolute and percentage changes with significance classification (minor < 5%, notable 5–15%, significant > 15%). The response includes a `material_changes` count: this is the number of met...

Example Call

example_call.pypython
# Using the Valuein MCP server from Python (via MCP SDK)# Or call directly from Claude / Cursor after setup result = await client.call_tool(    "compare_periods",    arguments={    "ticker": "EXAMPLE",    "period_a": "EXAMPLE",    "period_b": "EXAMPLE"})print(result)

Direct tool call:compare_periods(ticker="AAPL", period_a="FY2023", period_b="FY2024")

Try it now

No token required

Paste this in your terminal — the free tier returns real S&P500 data without authentication.

try-it.shbash
# No auth required — the Sample tier covers S&P 500 constituents with a 5-year window.# Add -H "Authorization: Bearer $VALUEIN_TOKEN" for the full universe and history.curl -X POST https://mcp.valuein.biz/mcp \    -H "Content-Type: application/json" \    -H "Accept: application/json, text/event-stream" \    -d '{        "jsonrpc": "2.0",        "id": 1,        "method": "tools/call",        "params": {          "name": "compare_periods",          "arguments": {            "ticker": "AAPL",            "period_a": "FY2024",            "period_b": "FY2024"          }        }      }'

Inputs

ParameterTypeRequiredDescription
tickerstring
required
Stock ticker symbol, e.g. AAPL, MSFT, BRK.B
period_astring
required
Earlier fiscal period. Format: 'FY2023' for annual or 'Q1-2023' for quarterly.
period_bstring
required
Later fiscal period. Format: 'FY2024' for annual or 'Q1-2024' for quarterly.
as_of_datestringoptionalYYYY-MM-DD PIT filter on accepted_at — eliminates look-ahead bias for backtesting.

Output Fields

tickerperiod_aperiod_bmetricsdelta_absolutedelta_pctsignificance

Example Response

Illustrative
response.jsonjson
{  "ticker": "AAPL",  "period_a": null,  "period_b": null,  "metrics": null,  "delta_absolute": null,  "delta_pct": null,  "significance": null}

Shape only — field names match the live schema; values are placeholders, not real filings. Returns Apple's FY2023 vs FY2024 revenue, net income, EPS, and cash flow deltas with significance tags.

Notes

Supports both annual (FY) and quarterly (Q1–Q4) comparisons. Quarterly periods compare equivalent fiscal quarters across years.

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CategoryAnalysis
PIT-safeYes
Min planSample
Inputs4 (3 required)

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