Retrieves the balance sheet statement data for the specified tickers. The balance sheet statement is a financial statement that provides a snapshot of a company’s financial position at a specific point in time. It shows the company’s assets, liabilities, and shareholders’ equity. The balance sheet statement is divided into three main sections:

  • Assets: Assets are resources owned by the company that have economic value and can be used to generate revenue. Assets are typically divided into current assets and non-current assets.
  • Liabilities: Liabilities are obligations that the company owes to external parties. Liabilities are also divided into current liabilities and non-current liabilities.
  • Shareholders’ Equity: Shareholders’ equity represents the company’s net worth or book value. It is calculated as the difference between the company’s assets and liabilities.

Note that the balance sheet statement is a financial statement that provides a snapshot of a company’s financial position at a specific point in time. Therefore, trailing results are not available for this statement.

Also known as: assets, liabilities, shareholders equity, financial position.

Balance Sheet Statements in Python

get_balance_sheet_statement is part of the Toolkit module of the open-source Finance Toolkit. Install it with:

pip install financetoolkit -U

Then call get_balance_sheet_statement as shown below.

from financetoolkit import Toolkit

toolkit = Toolkit(["MSFT", "MU"], api_key="FINANCIAL_MODELING_PREP_KEY", quarterly=True, start_date='2022-05-01')

balance_sheet_statements = toolkit.get_balance_sheet_statement()

balance_sheet_statements.loc['MU']

Which returns:

  2022Q2 2022Q3 2022Q4 2023Q1 2023Q2
Cash and Cash Equivalents 9.157e+09 8.262e+09 9.574e+09 9.798e+09 9.298e+09
Short Term Investments 1.07e+09 1.069e+09 1.007e+09 1.02e+09 1.054e+09
Cash and Short Term Investments 1.0227e+10 9.331e+09 1.0581e+10 1.0818e+10 1.0352e+10
Accounts Receivable 6.229e+09 5.13e+09 3.318e+09 2.278e+09 2.429e+09
Inventory 5.629e+09 6.663e+09 8.359e+09 8.129e+09 8.238e+09
Other Current Assets 6.08e+08 6.44e+08 6.63e+08 6.73e+08 7.15e+08
Total Current Assets 2.2708e+10 2.1781e+10 2.2921e+10 2.1898e+10 2.1734e+10
Property, Plant and Equipment 3.7355e+10 3.9227e+10 4.0028e+10 3.9758e+10 3.9382e+10
Goodwill 1.228e+09 1.228e+09 1.228e+09 1.228e+09 1.252e+09
Intangible Assets 4.15e+08 4.21e+08 4.28e+08 4.1e+08 4.1e+08
Long Term Investments 1.646e+09 1.647e+09 1.426e+09 1.212e+09 9.73e+08
Tax Assets 6.82e+08 7.02e+08 6.72e+08 6.97e+08 7.08e+08
Other Fixed Assets 1.262e+09 1.277e+09 1.171e+09 1.317e+09 1.221e+09
Fixed Assets 4.2588e+10 4.4502e+10 4.4953e+10 4.4622e+10 4.3946e+10
Other Assets 0 0 0 0 0
Total Assets 6.5296e+10 6.6283e+10 6.7874e+10 6.652e+10 6.568e+10
Accounts Payable 2.019e+09 2.142e+09 1.789e+09 1.689e+09 1.64e+09
Short Term Debt 1.07e+08 1.03e+08 1.71e+08 2.37e+08 2.59e+08
Tax Payables 3.82e+08 4.2e+08 4.19e+08 2.41e+08 1.48e+08
Deferred Revenue 0 0 0 0 -1.64e+09
Other Current Liabilities 4.883e+09 5.294e+09 4.565e+09 3.329e+09 4.845e+09
Total Current Liabilities 7.009e+09 7.539e+09 6.525e+09 5.255e+09 5.104e+09
Long Term Debt 7.485e+09 7.413e+09 1.0719e+10 1.2647e+10 1.3589e+10
Deferred Revenue Non Current 6.63e+08 5.89e+08 5.16e+08 5.29e+08 6.32e+08
Deferred Tax Liabilities 0 0 0 0 0
Other Non Current Liabilities 8.58e+08 8.35e+08 8.08e+08 8.32e+08 9.5e+08
Total Non Current Liabilities 9.006e+09 8.837e+09 1.2043e+10 1.4008e+10 1.5171e+10
Other Liabilities 0 0 0 0 0
Capital Lease Obligations 6.29e+08 6.1e+08 6.25e+08 6.1e+08 6.03e+08
Total Liabilities 1.6015e+10 1.6376e+10 1.8568e+10 1.9263e+10 2.0275e+10
Preferred Stock 0 0 0 0 0
Common Stock 1.22e+08 1.23e+08 1.23e+08 1.23e+08 1.24e+08
Retained Earnings 4.5916e+10 4.7274e+10 4.6873e+10 4.4426e+10 4.2391e+10
Accumulated Other Comprehensive Income -3.64e+08 -5.6e+08 -4.73e+08 -3.73e+08 -3.4e+08
Other Total Shareholder Equity 3.607e+09 3.07e+09 2.783e+09 3.081e+09 3.23e+09
Total Shareholder Equity 4.9281e+10 4.9907e+10 4.9306e+10 4.7257e+10 4.5405e+10
Total Equity 4.9281e+10 4.9907e+10 4.9306e+10 4.7257e+10 4.5405e+10
Total Liabilities and Shareholder Equity 6.5296e+10 6.6283e+10 6.7874e+10 6.652e+10 6.568e+10
Minority Interest 0 0 0 0 0
Total Liabilities and Equity 6.5296e+10 6.6283e+10 6.7874e+10 6.652e+10 6.568e+10
Total Investments 2.716e+09 2.716e+09 2.433e+09 2.232e+09 2.027e+09
Total Debt 7.592e+09 7.516e+09 1.089e+10 1.2884e+10 1.3848e+10
Net Debt -1.565e+09 -7.46e+08 1.316e+09 3.086e+09 4.55e+09

Parameters

get_balance_sheet_statement accepts the following parameters:

  • enforce_source (str | None, optional): Forces this specific call to use a given source, either “FinancialModelingPrep” or “YahooFinance”. This takes precedence over the source set on the Toolkit itself, so one instance can pull historical data from the free Yahoo Finance source while still using a FinancialModelingPrep key for the financial statements (or the other way around). Defaults to None, which falls back to the Toolkit’s own enforce_source.
  • overwrite (bool): Defines whether to overwrite the existing data.
  • rounding (int): Defines the number of decimal places to round the data to.
  • growth (bool): Defines whether to return the growth of the data.
  • lag (int | str): Defines the number of periods to lag the growth data by. E.g. when selecting 4 with quarterly data, the TTM is calculated.
  • show_columns (list[str] | None): A list of column names to keep in the result. Invalid names are reported and ignored. Defaults to None, which keeps every column.
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