Fundamentalista

Fundamentalista is a Ruby gem designed for conducting detailed fundamental analysis of publicly listed companies. It consolidates data from multiple data sources into a single, convenient API, streamlining the process of accessing financial statements, ratios, and valuation metrics. Users can retrieve data from the SEC's EDGAR XBRL API, which is free and does not require an API key, alongside Financial Modeling Prep for access to live quotes and analyst estimates.

Key Features

• Comprehensive Financial Metrics: Retrieve extensive financial data including income statements, balance sheets, cash flow statements, financial ratios, the Piotroski F-score, Altman Z-score, and Beneish M-score.
• Valuation Tools: Perform discounted cash flow (DCF) valuations, price-to-earnings (P/E) analysis, and evaluate various multiples to determine the intrinsic value of companies.

Example Usage

Retrieve company data:

company = Fundamentalista.company("AAPL")

year = company.financials.latest

year.income.revenue            # => 0.416161e12
year.ratios.roe                # => 0.1714e1
year.piotroski.score           # => 8

Flexible Data Retrieval

The gem accommodates various ways of accessing company information, whether by ticker or CIK. For example:

apple = Fundamentalista.company("AAPL")
exxon = Fundamentalista.company(34088) # using CIK directly

Financial Analysis Made Simple

Users can access and analyze financial trends easily with built-in methods:

financials = apple.financials(limit: 5)              # Get the last 5 annual reports
financials.latest.growth(:revenue)                    # Calculate revenue growth

Support for Different Industries

Fundamentalista is tailored to accommodate various sectors, including banks and insurers. Company-specific adjustments ensure relevant financial ratios are accurately calculated regardless of the industry specifics:

jpm = Fundamentalista.company("JPM").financials.latest
jpm.bank?                          # => true

Extensive Comparison Capabilities

Easily compare multiple companies side by side:

peers = Fundamentalista.compare("AAPL", "MSFT", "KO", prices: { "AAPL" => 320, "MSFT" => 500, "KO" => 70 })
peers.table(:roe, :net_margin, :pe, :piotroski, :altman_z)

Provenance Tracking

Each financial figure obtained through Fundamentalista maintains traceability, allowing users to understand the source and derivation of data. This feature enhances the reliability of financial assessments made using the gem:

year.source(:revenue)
# => #<Fundamentalista::Source concept: "RevenueFromContractWithCustomerExcludingAssessedTax",
# form: "10-K", filed: 2025-10-31, derivation: :reported>

Summary

Fundamentalista empowers analysts, investors, and developers by providing a comprehensive toolkit for evaluating the financial health and valuation of companies using intuitive Ruby methods.

For more information, refer to the GitHub repository.