fundamental-ratios

name

fundamental-ratios

description

Use to look up the exact path or spelling of any Morningstar RATIO field on a QuantConnect/LEAN `Fundamental` object — everything under `f.OperationRatios.*` (ROA, ROE, margins, turnover, growth), `f.ValuationRatios.*` (PE, PB, PS, EV multiples, yields), and `f.EarningRatios.*` (EPS/DPS growth). Triggers — "path to PE ratio / book value per share / ROE / operating margin / dividend yield / revenue growth". For other field families start at the equity-fundamental-data skill.

Ratio fields — Fundamental data points

Full path from the snapshot f with the field's description — copy the path rather than guessing from English names; a wrong path wastes a backtest run. The path-reading rules and the index of all field-family skills are in the equity-fundamental-data skill.

Reading the paths

• A path ending in .[value 1M 2M 3M 6M 9M 12M] is a MultiPeriodField — append one period accessor to read the number. .Value is the most recent reported period; the 1M–12M tokens are .OneMonth .TwoMonths .ThreeMonths .SixMonths .NineMonths .TwelveMonths respectively (trailing-twelve-month at 12M). e.g. f.FinancialStatements.IncomeStatement.NetIncome.TwelveMonths. Forgetting the accessor is silent — the wrapper compares as truthy and numeric inequalities give nonsense.
• A path with no bracket is read directly. e.g. f.ValuationRatios.PERatio.
• The integer *_code fields under asset_classification compare against the named constants in the fundamental-classification skill.

Data points

Data point	Description
f.OperationRatios.RevenueGrowth.[Value 1M 2M 3M 6M 9M 12M]	The growth in the company's revenue on a percentage basis. Morningstar calculates the growth percentage based on the underlying revenue data reported in the Income Statement within the company filings or reports.
f.OperationRatios.OperationIncomeGrowth.[Value 1M 2M 3M 6M 9M 12M]	The growth in the company's operating income on a percentage basis. Morningstar calculates the growth percentage based on the underlying operating income data reported in the Income Statement within the company filings or reports.
f.OperationRatios.NetIncomeGrowth.[Value 1M 2M 3M 6M 9M 12M]	The growth in the company's net income on a percentage basis. Morningstar calculates the growth percentage based on the underlying net income data reported in the Income Statement within the company filings or reports.
f.OperationRatios.NetIncomeContOpsGrowth.[Value 1M 2M 3M 6M 9M 12M]	The growth in the company's net income from continuing operations on a percentage basis. Morningstar calculates the growth percentage based on the underlying net income from continuing operations data reported in the Income Statement within the company filings or reports. This figure represents the rate of net income growth for parts of the business that will continue to generate revenue in the future.
f.OperationRatios.CFOGrowth.[Value 1M 2M 3M 6M 9M 12M]	The growth in the company's cash flow from operations on a percentage basis. Morningstar calculates the growth percentage based on the underlying cash flow from operations data reported in the Cash Flow Statement within the company filings or reports.
f.OperationRatios.FCFGrowth.[Value 1M 2M 3M 6M 9M 12M]	The growth in the company's free cash flow on a percentage basis. Morningstar calculates the growth percentage based on the underlying cash flow from operations and capital expenditures data reported in the Cash Flow Statement within the company filings or reports: Free Cash Flow = Cash flow from operations - Capital Expenditures.
f.OperationRatios.OperationRevenueGrowth3MonthAvg.[Value 1M 2M 3M 6M 9M 12M]	The growth in the company's operating revenue on a percentage basis. Morningstar calculates the growth percentage based on the underlying operating revenue data reported in the Income Statement within the company filings or reports.
f.OperationRatios.GrossMargin.[Value 1M 2M 3M 6M 9M 12M]