Get Valuation Metrics

get_valuation_metrics

sp500

full

Merged valuation data from fact.parquet (in-memory profitability ratios) and valuation.parquet (DCF and DDM intrinsic values). Returns gross margin, operating margin, ROE, ROIC, FCF margin alongside wacc, dcf_value_per_share, ddm_value_per_share, and terminal growth rate assumptions.

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(
    "get_valuation_metrics",
    arguments={
    "ticker": "EXAMPLE"
}
)
print(result)

Direct tool call:get_valuation_metrics(ticker="AAPL", limit=3)

Inputs

Parameter	Type	Required	Description
`ticker`	string	required	Ticker symbol
`limit`	integer	optional	Number of fiscal periods. Defaults to 5.
`as_of_date`	string	optional	YYYY-MM-DD PIT filter.

Output Fields

tickercikfiscal_yearfiscal_periodperiod_endknowledge_atgross_marginoperating_marginnet_marginroeroaroicdebt_to_equityfree_cash_flowfcf_marginwaccfcf_baseterminal_growth_ratestage1_growth_ratedcf_value_per_shareddm_value_per_share

Example Response

[
  {
    "ticker": "AAPL",
    "cik": "0000320193",
    "fiscal_year": 2024,
    "fiscal_period": "FY",
    "period_end": "2024-03-15",
    "knowledge_at": "2024-03-15",
    "gross_margin": 0.2543,
    "operating_margin": 0.2543
  }
]