Compare Financial Periods

compare_periods

sample

sp500

full

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%). Point-in-time safe via as_of_date.

Example Call

# 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")

Inputs

Parameter	Type	Required	Description
`ticker`	string	required	Stock ticker symbol, e.g. AAPL, MSFT, BRK.B
`period_a`	string	required	Earlier fiscal period. Format: 'FY2023' for annual or 'Q1-2023' for quarterly.
`period_b`	string	required	Later fiscal period. Format: 'FY2024' for annual or 'Q1-2024' for quarterly.
`as_of_date`	string	optional	YYYY-MM-DD PIT filter on knowledge_at — eliminates look-ahead bias for backtesting.

Output Fields

tickerperiod_aperiod_bmetricsdelta_absolutedelta_pctsignificance

Example Response

{
  "ticker": "AAPL",
  "period_a": null,
  "period_b": null,
  "metrics": null,
  "delta_absolute": null,
  "delta_pct": null,
  "significance": null
}