What it does
Rank SEC filers by a computed ratio. Pass a named preset (grossMargin, operatingMargin, netMargin, rdIntensity, capexIntensity, fcfMargin, currentRatio, debtToEquity, returnOnAssets, returnOnEquity, cashToAssets, assetTurnover) or use a custom numerator/denominator from: revenue, grossProfit, operatingIncome, netIncome, epsBasic, epsDiluted, totalAssets, currentAssets, totalLiabilities, currentLiabilities, longTermDebt, totalEquity, cashAndEquivalents, operatingCashFlow, capex, rdExpense. Values are joined only when all source metrics have the same periodEnd, and denominators must be positive. Revenue uses the preferred tag and two known US-GAAP synonyms; xbrlTagsQueried lists candidates and each result's sourceXbrlTags identifies the selected tags. Filers without aligned periods/tags are excluded; unusually large ratios are returned with a dataQualityFlags warning and should be checked against their source tags. SEC calendar-year frames can represent the issuer's closest fiscal period rather than a year ending December 31, so compare periodEnd and sourceAccessionNumbers.
Ranked ratio values with issuer identifiers, source XBRL tags, period ends, and data-quality flags where needed.
Who it helps
Analysts exploring market-wide ratio distributions before selecting peers for deeper review.
Inputs
Input names and constraints below come from the registered MCP tool schema.
| Input | What it controls |
|---|---|
| ratio required | A named preset ratio |
| numerator required | Metric name for the numerator, if not using a preset |
| denominator required | Metric name for the denominator, if not using a preset |
| year required | Calendar year for the frame period |
| quarter required | Omit for full fiscal year (duration metrics) or a Q4 year-end snapshot (balance-sheet metrics) |
| min required | Minimum ratio value filter |
| max required | Maximum ratio value filter |
| sort required | ZodDefault Default: desc. |
| limit required | ZodDefault Default: 20. |
Example request
Screen SEC filers for annual gross margins above 30% in the 2024 frame and sort highest first.
{
"ratio": "grossMargin",
"year": 2024,
"min": 0.3,
"sort": "desc",
"limit": 20
}What to expect
Ranked ratio values with issuer identifiers, source XBRL tags, period ends, and data-quality flags where needed.
Important limits
Only exact period-end matches with complete source metrics are included, and the denominator must be positive. Review source tags and data-quality flags before drawing conclusions.
Data sources and verification
EdgarStack uses SEC EDGAR filings and, for applicable tools, SEC XBRL company-facts data. Coverage depends on the issuer, filing, taxonomy tags, and tool inputs. Follow the source filing references and verify material facts against the official filing.