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Financials & Ratios is where you read a single company’s actual reported numbers. It brings together the full income statement, balance sheet, and cash flow statement, plus computed ratios, non-GAAP adjusted figures, live valuation multiples, and revenue/profit breakdowns by segment and geography — all presented as a dense, interactive table for one ticker. Every table can be charted, searched, sent to the AI assistant, and exported to an investment-banking-formatted Excel workbook, and the statement, ratio, and adjusted-metric tables can also be bookmarked. Find it under Equities → Financials & Ratios for any company. Users also call it “Financials,” “Financial Statements,” “Ratios,” “Adjusted Metrics,” “Live Multiples,” or “Segments / KPIs.”

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What it is

Financials & Ratios is the fundamentals workspace inside the Equities Data Viewer. It holds seven inner views that sit side by side for the same company:
  • Income Statement — revenue through net income.
  • Balance Sheet — assets, liabilities, and equity.
  • Cash Flow — operating, investing, and financing activities.
  • Financial Ratios — profitability, valuation, growth, liquidity, leverage, and more.
  • Adjusted Metrics — non-GAAP / company-adjusted figures.
  • Live Multiples — LTM and NTM valuation multiples over time, with a live current-price column.
  • Segments / KPIs — revenue, profit, and KPI breakdowns by business line and geography.
Everything is laid out as a clean, grouped, banker-style table: sections with indented line items and sub-items, with totals and subtotals shown in bold. When you change a setting the prior numbers stay on screen while the new view loads, so you are never staring at a blank table.

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When to use it

Reach for Financials & Ratios when you need the company’s own historical reported fundamentals:
  • You want to read revenue, margin, and EPS trends over several years or quarters.
  • You’re checking balance-sheet strength and cash generation.
  • You need profitability, leverage, liquidity, or valuation ratios computed for you.
  • You want non-GAAP adjusted figures such as Adjusted EBITDA, Adjusted EPS, or FFO.
  • You want to see where the stock trades on LTM/NTM multiples versus its own history.
  • You want to understand how revenue and profit break down by segment and geography.
  • You’re building or sanity-checking a model and want a clean, IB-formatted Excel of the financials.
  • You want to feed the statements into the AI assistant for follow-up questions.

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When to use something else instead

If you want…Go to
Forward analyst estimates and consensus forecastsEstimates
Peer / comparable-company ratio comparisonComps
Price action, dark pools, technical indicators, live quotesPrice Analysis
ESG scoringESG
Filings and transcriptsDocuments and Company IR & Events
The same questions answered across many companies at onceGrids
A formatted written deliverable on the company’s resultsReports
This workspace is about one company’s own reported history — not peers, not forecasts, not market microstructure.

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How to use it

1

Open the company and the Financials tab

Open a ticker in the Data Viewer and choose Financials & Ratios. It opens on the Income Statement by default (a link can also take you straight to a specific view, such as the Balance Sheet or Ratios).
2

Switch between the seven views

Move across the inner views from the tabs: Income Statement, Balance Sheet, Cash Flow, Financial Ratios, Adjusted Metrics, Live Multiples, Segments / KPIs.
3

Set the history window and periodicity

Use the year-range selector (defaults to the last 5 years; widen it up to the current year) and the Annual / Quarterly toggle. On Segments, history is chosen from 3Y / 5Y / 7Y / 10Y presets.
4

Choose how the statements are presented

On the three core statements, switch between Standardized (a normalized, comparable layout) and As Reported (exactly as the company filed).
5

Tune readability

Use the number-format control (Auto / Raw / K / M / B) and flip column order between newest-first and oldest-first. Add a TTM (trailing-twelve-months) column on the Income Statement, Balance Sheet, Cash Flow, or Ratios for a current run-rate read.
6

Find a line item fast

Type in the metric search box to jump to a line item, sub-metric, or category — matches are highlighted in the table. Use expand / collapse all to open or close every section at once.
7

Chart what matters

Tick the chart checkbox on any row (or click a segment row) to plot one or more metrics in an interactive chart — line, bar, stacked-bar, or area; as one combined chart or split into separate charts; annual rollup or year-over-year; dual axes; with per-series CAGR and total-change stats. Download the chart as a PNG.
8

Export, bookmark, or hand off to the AI

Export the current view or the Full Model to an investment-banking-formatted Excel workbook, bookmark a statement, ratio, or adjusted-metric table for later, or press Add to AI Chat to send the table into the in-app assistant as context.

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What you get

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The seven views

ViewWhat it’s for
Income StatementThe full income statement, revenue through net income, grouped into sections with bold, highlighted totals (Total Revenues, Gross Profit, Operating Profit, Pre-tax Income, Consolidated Net Income, Net Income to Common). Standardized or As Reported, Annual or Quarterly, with an optional TTM column.
Balance SheetThe full balance sheet — assets, liabilities, and equity — with highlighted totals (Total Current Assets, Total Assets, Total Current Liabilities, Total Liabilities, Total Stockholders’ Equity, Total Liabilities & Equity). Standardized or As Reported, Annual or Quarterly, optional TTM.
Cash FlowThe full cash flow statement with highlighted subtotals for Cash from Operating / Investing / Financing Activities, Net Change in Cash, and Cash at End of Period. Standardized or As Reported, Annual or Quarterly, optional TTM.
Financial RatiosComputed ratios grouped by category — Profitability, Valuation, Growth, Liquidity, Leverage, Financial Structure, and Size & Market. Handles every format: percentages, multiples (with an “x” suffix, e.g. P/E, P/S, EV/EBITDA), per-share figures, day-counts, and currency values (Stock Price, Market Cap, Book Value, NOPAT, FCF, TEV) that scale to K/M/B. Annual or Quarterly, optional TTM. No Standardized / As Reported toggle.
Adjusted MetricsNon-GAAP / company-adjusted figures — Adjusted Revenue, Adjusted EBITDA, Adjusted EPS, FFO, and similar — with per-share metrics bucketed into their own group. Both Annual and Quarterly load together, so switching period is instant. No TTM column and no Standardized / As Reported toggle.
Live MultiplesA quarterly valuation-multiples timeline with a live current column driven by a daily price snapshot. Organized into collapsible LTM Valuation Multiples and NTM Valuation Multiples sections, plus a Historical Capitalization section (Market Cap, TEV, share counts). The header shows the company’s industry type and reporting currency.
Segments / KPIsEvery segment group the company publishes, each as its own stacked table — e.g. Revenue, Revenue by Geography, Gross Profit, EBIT by Geography, and Key Performance Indicators. Parent (rollup) rows are bold; child segments are indented.

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Key controls

  • Standardized vs As Reported — normalized comparable layout, or the statements exactly as filed (core statements only).
  • Annual / Quarterly — switch periodicity on every statement, ratio, adjusted-metric, and segment view.
  • History window — last 5 years by default, widenable to the current year; Segments use 3/5/7/10-year presets.
  • TTM column — a current run-rate column on Income Statement, Balance Sheet, Cash Flow, and Ratios.
  • Number format & column order — Auto/Raw/K/M/B scaling and newest- or oldest-first ordering.
  • Metric search and expand / collapse all — find a line item or open every section at once.
  • Segments extras — a YoY% growth toggle, a %Tot (percent-of-total) toggle, a newest-first / oldest-first column-order toggle, plus per-segment charting (click a row to chart it).

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What you can take away

  • Investment-banking-formatted Excel of the current view (navy headers, section shading, double-bordered totals, $mm scaling, format-aware number styles, freeze panes, print setup).
  • Full Model workbook — Income Statement, Balance Sheet, Cash Flow, and Financial Ratios as separate color-coded sheets in one file.
  • CSV export for Segments / KPIs (covers the primary segment group, typically Revenue).
  • Branded PNG of any chart, with the ticker, period, range, and a legend showing CAGR and total change.
  • Bookmarked snapshots of the statement, ratio, and adjusted-metric tables, saved to your bookmarks / Insights.
  • Table data sent into the AI chat as structured context.

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Data & sources

The financial data in this workspace is sourced from FactSet:
  • Standardized and as-reported income statement, balance sheet, and cash flow statement (annual and quarterly).
  • Computed financial ratios across profitability, valuation, growth, liquidity, leverage, financial structure, and size & market — each handled in its native format (percent, multiple, days, per-share, currency).
  • Trailing-twelve-months (TTM) figures for the statements and ratios.
  • Non-GAAP / adjusted metrics — Adjusted Revenue, EBITDA, EPS, FFO, and more — annual and quarterly.
  • Quarterly valuation multiples (LTM and NTM) and historical capitalization, including a live daily price snapshot for the current column.
  • Company segment and KPI breakdowns — Revenue, Revenue by Geography, Gross Profit, EBIT by Geography, and Key Performance Indicators.
You can pull a company by plain ticker (e.g. AAPL) or by exchange-suffixed ticker (e.g. AC.TO). Coverage follows the data provider’s universe — a ticker outside that universe returns no data.

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Tips & best practices

  • Start broad, then narrow. The default 5-year, annual view is good for trends; widen the year range or switch to quarterly when you need detail, then add TTM for a current run-rate read.
  • Use As Reported to reconcile, Standardized to compare. As Reported matches the filing line-for-line; Standardized normalizes the layout so periods (and your mental model) line up cleanly.
  • Chart before you export. Tick a few rows to plot revenue, margins, or EPS together — the CAGR and total-change stats give you the trend at a glance, and the chart downloads as a branded PNG.
  • Grab the Full Model in one click. When you’re modeling, export the Full Model rather than each sheet separately — you get all three statements plus ratios in one workbook.
  • Let the AI read the table for you. Use Add to AI Chat to ask “what’s driving the margin change?” or “summarize the balance-sheet trend” against the exact numbers on screen.
  • Check Segments for the “why.” When a headline number moves, the Segments / KPIs view often shows which business line or region drove it — use YoY% and %Tot to see contribution.

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Limits & things to know

  • History defaults to the last 5 years and can be widened only up to the current year.
  • Standardized vs As Reported is available on the Income Statement, Balance Sheet, and Cash Flow only — not on Ratios or Adjusted Metrics.
  • The TTM column is available on the Income Statement, Balance Sheet, Cash Flow, and Ratios — not on Adjusted Metrics, Live Multiples, or Segments.
  • Live Multiples has no year-range, period, number-format, or column-order controls — it’s a fixed quarterly snapshot timeline plus a live current column. It typically populates only the Close sub-row; Average/High/Low daily-ratio history is generally unavailable and those sub-rows are hidden when empty.
  • Segments depth is selectable at 3/5/7/10 years. Segment and KPI breakdowns vary by company and may be unavailable for some tickers. Segment-level analyst estimates and actual-vs-estimate comparisons are not available.
  • Full Model export is available on the statement, ratio, and Adjusted Metrics views — not on Live Multiples or Segments (Segments export to CSV and Excel separately).
  • Coverage is bound to the underlying data provider’s universe.
  • Access follows your Data Viewer access; the Financials workspace itself isn’t gated view-by-view. Your period, expand state, and date-range choices are remembered for about a day so the view stays as you left it.

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Works with other features

Chat (AI assistant)

Add to AI Chat opens the assistant pre-loaded with the current statement, ratio, or adjusted-metric table (titled with the ticker, view, and period) so you can ask follow-up questions about those exact numbers.

Bookmarks / Insights

Bookmark a statement, ratio, or adjusted-metric table to save a snapshot, with its metadata, for later reference and reuse.

Reports

Use the financials as the factual base for a generated stock research report on the same company — the Equities workspace can kick one off for the ticker you’re viewing.

Grids

When you want the same fundamentals or ratios answered across a whole peer set or watchlist, take the questions to a Grid instead of pulling each company one at a time.

Comps & Estimates

Pair this view with Comps for peer ratio comparison and Estimates for the forward forecast that sits next to these actuals.

Excel / CSV / PNG

Export feeds your downstream modeling and reporting — IB-formatted workbooks for the statements, CSV for segments, and branded PNGs for charts.

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Example workflow

A research analyst sizing up a company’s recent results:
  1. Open the ticker in the Data Viewer and go to Financials & Ratios. It lands on the Income Statement; switch to Quarterly, widen the year range, and turn on TTM to read the current run-rate.
  2. Tick Total Revenues, Gross Profit, and Operating Profit, and chart them as a combined line/bar view — the CAGR and total-change stats confirm the trend. Download the chart as a PNG for your notes.
  3. Jump to Segments / KPIs, turn on YoY% and %Tot, and find which business line drove the change. Click that segment row to chart it.
  4. Switch to Financial Ratios to check margin, leverage, and valuation, then press Add to AI Chat and ask the AI assistant, “What’s behind the margin compression this quarter?” — answered against the exact table.
  5. Open Comps to see how those ratios stack up against peers, and Estimates for where consensus expects the next few quarters to land.
  6. Export the Full Model to Excel for your own model, then generate a Report on the company so the write-up is grounded in the same numbers. To extend the read across the whole peer set, run a Grid that asks the same questions of every comparable at once.

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FAQ

Yes. Every statement, ratio, adjusted-metric, and segment view has an Annual / Quarterly toggle.
By default the last 5 years. You can widen the year range up to the current year on the statements, ratios, and adjusted metrics; Segments offer 3/5/7/10-year presets.
Standardized normalizes line items into a consistent, comparable layout; As Reported shows the statements exactly as the company filed them. The toggle applies to the Income Statement, Balance Sheet, and Cash Flow only.
Yes — turn on the TTM column on the Income Statement, Balance Sheet, Cash Flow, or Ratios for a current run-rate figure.
Use the Export menu. Current Tab gives an investment-banking-formatted workbook of the active view; Full Model gives the Income Statement, Balance Sheet, Cash Flow, and Ratios as separate sheets in one file. Segments also offer CSV, and charts export as PNG.
Yes. Tick the chart box on any row (or click a segment row) to plot one or more metrics together — with line/bar/stacked-bar/area types, combined or separated layouts, annual or year-over-year aggregation, dual axes, and CAGR/total-change stats. The chart downloads as a PNG.
Yes — Add to AI Chat sends the current table into the in-app assistant as context so you can ask follow-up questions about those exact figures.
Live Multiples shows LTM and NTM valuation multiples over a quarterly timeline, with a current column driven by a live daily price snapshot, plus a historical capitalization section.
Segment and KPI breakdowns depend on what each company publishes. Different companies disclose different segments, and some tickers have none available.
Both. The core statements and ratios are the reported figures; the Adjusted Metrics view shows non-GAAP / company-adjusted figures such as Adjusted EBITDA, Adjusted EPS, and FFO.
The financial statements, ratios, TTM figures, adjusted metrics, valuation multiples (including the live price), and segment/KPI data are sourced from FactSet.

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Getting help

For help using Financials & Ratios or to talk through a workflow, reach AllMind support through the in-app support option or your account team. For a guided walkthrough, book a session from the Help link in the top navigation.