FactSet Benchmarks API

Returns Benchmark Constituent data including weights, price, and market value for a specified date.

OpenAPI Specification

benchmarks-openapi-original.yml Raw ↑
openapi: 3.0.0
info:
  version: 1.8.0
  title: FactSet Benchmarks API
  contact:
    name: FactSet Research Systems
    email: [email protected]
  description: >
    FactSet Benchmarks API gives access to Index Constituents, Prices, Returns,
    and Ratios. For a sample list of identifiers, use the /metrics endpoint.
    Equity Only - Fixed Income Benchmark support coming soon.
servers:
  - url: https://api.factset.com/content
    description: Production
security:
  - BasicAuth: []
paths:
  /factset-benchmarks/v1/constituents:
    get:
      tags:
        - Factset Benchmarks
      summary: >-
        Factset Returns the requested Benchmark Constituents and respective Weights, Price and Market Value.
      operationId: getBenchmarkConstituents
      description: >
        Returns the requested Benchmark Constituents and respective Weights,
        Price and Market Value. You must be authorized for the `ids` requested.
        Use the helper endpoint **/id-list** for valid identifiers.  
      parameters:
        - $ref: '#/components/parameters/constituentIds'
        - $ref: '#/components/parameters/requestedDate'
        - $ref: '#/components/parameters/currency'
        - $ref: '#/components/parameters/regionCalendar'
      responses:
        '200':
          description: Benchmark data items
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/benchmarkConstituentsResponse'
              examples:
                Result of Benchmark Constituent id SPY-US:
                  $ref: '#/components/examples/resultofBenchmarkIDSPY-US'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
    post:
      tags:
        - Factset Benchmarks
      summary: >-
        Factset Returns the requested Benchmark Constituents and respective Weights, Price and Market Value.
      description: >
        Returns the requested Benchmark Constituents and respective Weights,
        Price and Market Value. You must be authorized for the `ids` requested.
        Use the helper endpoint **/id-list** for valid identifiers.
      operationId: getBenchmarkConstituentsForList
      requestBody:
        required: true
        description: Requests Benchmark Constituents for the given identifier and date.
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/benchmarkConstituentsRequest'
      responses:
        '200':
          description: Benchmark data items
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/benchmarkConstituentsResponse'
              examples:
                Result of Benchmark Constituent SPY-US:
                  $ref: '#/components/examples/resultofBenchmarkIDSPY-US'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
  /factset-benchmarks/v1/fixed-income-constituents:
    get:
      tags:
        - Factset Benchmarks
      summary: >-
        Factset Returns the requested Fixed Income Benchmark Constituents and respective Weights, Price and Market Value.
      operationId: getFIBenchmarkConstituents
      description: >
        Returns the requested Fixed Income Benchmark Constituents and respective
        Weights, Price and Market Value. You must be authorized for the `ids`
        requested.
      parameters:
        - $ref: '#/components/parameters/fIConstituentIds'
        - $ref: '#/components/parameters/requestedDate'
        - $ref: '#/components/parameters/currency'
      responses:
        '200':
          description: Fixed Income Constituent data items
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/fixedIncomeBenchmarkConstituentsResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
    post:
      tags:
        - Factset Benchmarks
      summary: >-
        Factset Returns the requested Benchmark Constituents and respective Weights, Price and Market Value.
      description: >
        Returns the requested Fixed Income Benchmark Constituents and respective
        Weights, Price and Market Value. You must be authorized for the `ids`
        requested.
      operationId: getFIBenchmarkConstituentsForList
      requestBody:
        required: true
        description: >-
          Requests Fixed Income Benchmark Constituents for the given identifier
          and date.
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/fixedIncomeBenchmarkConstituentsRequest'
      responses:
        '200':
          description: Fixed Income Constituent data items
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/fixedIncomeBenchmarkConstituentsResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
  /factset-benchmarks/v1/index-snapshot:
    get:
      summary: >-
        Factset Index Level Prices, Returns, and related information as of a single date.
      operationId: getIndexSnapshot
      tags:
        - Factset Benchmarks
      description: >
        Retrieves Index Level Prices and Returns information as of a specific
        date. Simply submit a valid Benchmark ID (you can use the /id-list
        endpoint for a sample list of ids), and date and retrieve Index Level
        Prices, Returns, and related information.
      parameters:
        - $ref: '#/components/parameters/indexIds'
        - $ref: '#/components/parameters/requestedDate'
        - $ref: '#/components/parameters/returnType'
        - $ref: '#/components/parameters/currency'
        - $ref: '#/components/parameters/calendar'
      responses:
        '200':
          description: >-
            An array of Index Level Prices and Returns information as of a
            single date
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/indexSnapshotResponse'
              examples:
                Index Level Prices and Returns snapshot for S&P 500 and Russell 3000 as of 2020-08-06:
                  $ref: '#/components/examples/resultofIndexSnapshotMultiple'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
    post:
      summary: >-
        Factset Retrieves the Index Level Snapshot of Prices and Returns information for a given identifier and single date.
      operationId: getIndexSnapshotForList
      tags:
        - Factset Benchmarks
      description: >
        Retrieves Index Level Prices and Returns information as aligned with
        FactSet's Benchmark Data Feed solution. Simply submit a valid Benchmark
        ID (you can use the /id-list endpoint for a sample list of ids), and
        date and retrieve Index Level Prices, Returns, and related information.
      requestBody:
        required: true
        description: >-
          Requests the Index Level Snapshot for a requested list of identifiers
          and specified date.
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/indexSnapshotRequest'
      responses:
        '200':
          description: >-
            An array of Index Level Prices and Returns information as of a
            single date.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/indexSnapshotResponse'
              examples:
                Index Level Prices and Returns snapshot for S&P 500 and Russell 3000 as of 2020-08-06:
                  $ref: '#/components/examples/resultofIndexSnapshotMultiple'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
  /factset-benchmarks/v1/index-history:
    get:
      summary: >-
        Factset Retrieves Index Level Prices and Returns information for a list of identifiers and historical date range.
      operationId: getIndexHistory
      tags:
        - Factset Benchmarks
      description: >
        Retrieves Index Level Prices and Returns information as of a date range
        requested. Simply submit a valid Benchmark ID (you can use the /id-list
        endpoint for a sample list of ids), and date range to retrieve Index
        Level Prices, Returns, and related information.
      parameters:
        - $ref: '#/components/parameters/indexIds'
        - $ref: '#/components/parameters/startDate'
        - $ref: '#/components/parameters/endDate'
        - $ref: '#/components/parameters/frequency'
        - $ref: '#/components/parameters/returnType'
        - $ref: '#/components/parameters/hedgeType'
        - $ref: '#/components/parameters/currency'
        - $ref: '#/components/parameters/calendar'
        - $ref: '#/components/parameters/impliedDate'
      responses:
        '200':
          description: >-
            An array of Index Level Prices and Returns information for a
            requested date range.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/indexHistoryResponse'
              examples:
                Index Level Prices and Returns snapshot for S&P 500 and Russell 3000 from 2020-08-05 to 2020-08-06:
                  $ref: '#/components/examples/resultofIndexHistoryMultiple'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
    post:
      summary: >-
        Factset Retrieves Index Level Prices and Returns information for a list of identifiers and historical date range.
      operationId: getIndexHistoryForList
      tags:
        - Factset Benchmarks
      description: >
        Retrieves Index Level Prices and Returns information as aligned with
        FactSet's Benchmark Data Feed solution. Simply submit a valid Benchmark
        ID (you can use the /id-list endpoint for a sample list of ids), and
        date and retrieve Index Level Prices, Returns, and related information.
      requestBody:
        required: true
        description: >-
          Requests Index Level History Prices and Returns for a list of
          identifiers and specified date range.
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/indexHistoryRequest'
      responses:
        '200':
          description: >-
            An array of Index Level Prices and Returns information for a
            requested date range.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/indexHistoryResponse'
              examples:
                Index Level Prices and Returns snapshot for S&P 500 and Russell 3000 from 2020-08-05 to 2020-08-06:
                  $ref: '#/components/examples/resultofIndexHistoryMultiple'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
  /factset-benchmarks/v1/ratios:
    get:
      tags:
        - Factset Benchmarks
      summary: Factset Returns the aggregated ratios of a requested benchmark
      operationId: getBenchmarkRatios
      description: >
        Retrieves the index level ratios for a requested benchmark. Ratios
        supported are expressed through metrics parameter, and include
        Categories of Profitability, Valuation, Coverage, and Leverage. <p>
        Using FactSet Market Aggregates, the service combines fundamental,
        estimates, and pricing content to derive ratios and per share values for
        global equity market indexes and commercial benchmark vendors. The
        constituents of the index are fetched on rolling basis over time period
        requested, and then the metric requested is aggregated up to the index
        level. To learn more about FMA, visit [OA
        15778](https://my.apps.factset.com/oa/pages/15778).</p>
      parameters:
        - $ref: '#/components/parameters/indexIds'
        - $ref: '#/components/parameters/metrics'
        - $ref: '#/components/parameters/startDate'
        - $ref: '#/components/parameters/endDate'
        - $ref: '#/components/parameters/frequency'
        - $ref: '#/components/parameters/periodicity'
        - $ref: '#/components/parameters/currency'
      responses:
        '200':
          description: Benchmark Ratio data items
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/benchmarkRatiosResponse'
              examples:
                All Index Level Ratios for S&P 500 as of latest year end:
                  $ref: '#/components/examples/allRatiosSP50'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
    post:
      tags:
        - Factset Benchmarks
      summary: Factset Returns the aggregated ratios of a requested benchmark
      description: >
        Retrieves the index level ratios for a requested benchmark. Ratios
        supported are expressed through metrics parameter, and include
        Categories of Profitability, Valuation, Coverage, and Leverage. <p>
        Using FactSet Market Aggregates, the service combines FactSet
        Fundamental, FactSet Estimates, and FactSet Pricing content to derive
        ratios and per share values for global equity market indexes and
        commercial benchmark vendors. The constituents of the index are fetched
        on rolling basis over time period requested, and then the metric
        requested is aggregated up to the index level. To learn more about FMA,
        visit [OA 15778](https://my.apps.factset.com/oa/pages/15778).</p>
      operationId: getBenchmarkRatiosForList
      requestBody:
        required: true
        description: Requests benchmark ratios for a given id
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/benchmarkRatiosRequest'
            examples:
              Requesting all Index Level Ratios:
                $ref: '#/components/examples/allRatiosRequest'
      responses:
        '200':
          description: Benchmark Ratio Response Items
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/benchmarkRatiosResponse'
              examples:
                All Index Level Ratios for S&P 500 as of latest year end:
                  $ref: '#/components/examples/allRatiosSP50'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
  /factset-benchmarks/v1/id-list:
    get:
      summary: >-
        Factset Returns a sample list of Benchmark Identifiers and the benchmark categorization to use in other Benchmark API endpoints.
      operationId: getBenchmarkIds
      tags:
        - Factset Benchmarks
      description: >-
        Returns a **sample** list of Benchmark Identifiers to use in other
        Benchmark API endpoints. This is a supporting API to be use alongside
        the other Benchmark API endpoints. For example, use the fsymID value
        returned in this response as the input to your `ids` parameter in the
        /constituents endpoint to return constituents for that id.<p> *This is
        not the full list of benchmark ids allowed in this service, but rather a
        representation of the most commonly requested. For complete assistance
        with ID lookup or concordance services, please reach out to FactSet
        Support. *</p>
      parameters:
        - $ref: '#/components/parameters/familyFilter'
      responses:
        '200':
          description: List of sample Benchmark Ids
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/benchmarkIdListResponse'
              examples:
                Result of Benchmark Constituent SPY-US:
                  $ref: '#/components/examples/resultofBenchmarkID-TOPIX'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
    post:
      summary: >-
        Factset Returns a sample list of Benchmark Identifiers and the benchmark categorization to use in other Benchmark API endpoints.
      operationId: getBenchmarkIdsForList
      tags:
        - Factset Benchmarks
      description: >-
        Returns a **sample** list of Benchmark Identifiers to use in other
        Benchmark API endpoints. This is a supporting API to be use alongside
        the other Benchmark API endpoints. For example, use the fsymID value
        returned in this response as the input to your `ids` parameter in the
        /constituents endpoint to return constituents for that id.<p> *This is
        not the full list of benchmark ids allowed in this service, but rather a
        representation of the most commonly requested. For complete assistance
        with ID lookup or concordance services, please reach out to FactSet
        Support.*</p>
      requestBody:
        required: true
        description: >-
          Requests a sample list of identifiers that can be used in other
          Benchmarks API endpoints.
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/benchmarkIdListRequest'
      responses:
        '200':
          description: List of sample Benchmark Ids
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/benchmarkIdListResponse'
              examples:
                Result of Benchmark Constituent SPY-US:
                  $ref: '#/components/examples/resultofBenchmarkID-TOPIX'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
components:
  securitySchemes:
    BasicAuth:
      type: http
      scheme: basic
  parameters:
    constituentIds:
      name: ids
      in: query
      required: true
      explode: false
      schema:
        type: array
        items:
          type: string
        minItems: 1
        maxItems: 1
      description: >-
        Benchmark Identifiers. Reference the helper endpoint **/id-list** to get
        a sample list of  valid identifiers. You must be authorized for the
        `ids` requested, otherwise you will receive an error. <p>***ids limit**
        =  1 per request*</p>
    fIConstituentIds:
      name: ids
      in: query
      required: true
      explode: false
      schema:
        type: array
        items:
          type: string
        minItems: 1
        maxItems: 1
      example: LHMN0001
      description: >-
        Fixed Income Benchmark Identifiers. You must be authorized for the `ids`
        requested, otherwise you will receive an error. <p>***ids limit** =  1
        per request*</p>
    indexIds:
      name: ids
      in: query
      required: true
      explode: false
      schema:
        type: array
        items:
          type: string
        minItems: 1
        maxItems: 500
      description: >-
        Benchmark Identifiers. Reference the helper endpoint **/id-list** to get
        a sample list of  valid identifiers. <p>***ids limit** =  500 per
        request*</p> *<p>Make note, GET Method URL request lines are also
        limited to a total length of 8192 bytes (8KB). In cases where the
        service allows for thousands of ids, which may lead to exceeding this
        request line limit of 8KB, its advised for any requests with large
        request lines to be requested through the respective "POST" method.</p>*
    requestedDate:
      name: date
      in: query
      required: false
      schema:
        type: string
      description: Date of holding expressed in YYYY-MM-DD format.
    startDate:
      name: startDate
      in: query
      required: false
      schema:
        type: string
      description: Requested start date expressed in YYYY-MM-DD format.
    endDate:
      name: endDate
      in: query
      required: false
      schema:
        type: string
      description: Requested End Date for Range expressed in YYYY-MM-DD format.
    returnType:
      name: returnType
      in: query
      required: false
      schema:
        type: string
        enum:
          - GROSS
          - NET
        default: GROSS
      description: >-
        The return type adjustment used in returns response items. Adjustment
        can be made for GROSS and NET dividends that will be included in the
        return calculation. The service will default to GROSS.
    hedgeType:
      name: hedgeType
      in: query
      required: false
      schema:
        type: string
        enum:
          - UNHEDGED
          - HEDGED
        default: UNHEDGED
      description: >-
        The hedge type adjustment used in returns response items. Adjustment can
        be made for HEDGED and UNHEDGED values that will be included in the
        return calculation. The service will default to UNHEDGED.
    impliedDate:
      name: impliedDate
      in: query
      required: false
      schema:
        type: string
        enum:
          - 'Y'
          - 'N'
        default: 'N'
      description: >-
        This parameter controls the **date** returned in the date field. The
        default value is **N**. By default, the date field returns the actual
        date of the observation. This means it will repeat values for weekends
        and holidays. If  set to **Y**, the date field will return the implied
        date of the observation, making all the dates unique.
    calendar:
      name: calendar
      in: query
      schema:
        type: string
        enum:
          - FIVEDAY
          - SEVENDAY
        default: FIVEDAY
      description: Calendar of data returned. SEVENDAY includes weekends.
      example: FIVEDAY
    regionCalendar:
      name: calendar
      in: query
      schema:
        type: string
      description: >-
        Calendar of data returned. The default value is FIVEDAY which displays
        Monday through Friday, regardless of whether there were trading
        holidays.
      required: false
      examples:
        fiveday:
          summary: FIVEDAY
          description: >-
            Displays Monday through Friday, regardless of whether there were
            trading holidays. This is the default for `calendar`.
          value: FIVEDAY
        sevenday:
          summary: SEVENDAY
          description: Displays Monday through Sunday.
          value: SEVENDAY
        region:
          summary: Region Specific
          description: >-
            The calendar of a specific region. The example shown here 'NAY' is
            for the UNITED STATES calendar. You can find the calendar codes for
            regions on [Online Assistant Page
            16610](https://my.apps.factset.com/oa/pages/16610#country).
          value: NAY
    currency:
      name: currency
      in: query
      required: false
      schema:
        type: string
      description: Currency for response.
    frequency:
      name: frequency
      in: query
      schema:
        type: string
        enum:
          - D
          - W
          - M
          - AM
          - CQ
          - AY
          - CY
        default: D
      description: |
        Controls the display frequency of the data returned.
          * **D** = Daily
          * **W** = Weekly, based on the last day of the week of the start date.
          * **M** = Monthly, based on the last trading day of the month.
          * **AM** = Monthly, based on the start date (e.g., if the start date is June 16, data is displayed for June 16, May 16, April 16 etc.).
          * **CQ** = Quarterly based on the last trading day of the calendar quarter (March, June, September, or December).
          * **AY** = Actual Annual, based on the start date.
          * **CY** = Calendar Annual, based on the last trading day of the calendar year.
      examples:
        Daily:
          summary: D - Daily frequency display based on trading calendar
          value: D
        Weekly:
          summary: W - Weekly - based on the last day of the week of the start date
          value: W
        Monthly:
          summary: M - Monthly - based on the last trading day of the month.
          value: M
        Actual Month:
          summary: >-
            AM - Actual Month - based on the startDate (e.g., if the start date
            is June 16, data is displayed for June 16, May 16, April 16 etc.).
          value: AM
        Calendar Quarterly:
          summary: >-
            CQ - Calendar Quarterly - based on the last day of the week of the
            startDate
          value: CQ
        Actual Annual:
          summary: AY - Actual Annual - based on the startDate
          value: AY
        Calendar Annual:
          summary: >-
            CY - Calendar Annual - based on the last trading day of the calendar
            year.
          value: CY
    periodicity:
      name: periodicity
      in: query
      schema:
        type: string
        enum:
          - LTM
          - LTMA
          - STMA
          - NTMA
          - '0'
          - '1'
          - '2'
          - QTR
        default: LTM
      required: false
      description: >
        The calculation periodicity for the aggregated period. **Note** - Not
        all periodicities are supported for each metric, depending on the type
        of ratio. LTM is set as default and supported for all metrics. See
        Metrics Parameter for additional detail on which periodicities are
        available per metric.

        |Periodicity| Description|

        |:|:|

        |LTM| Last Twelve Months

        |LTMA| Last Twelve Months using Broker Actuals for Estimated Items

        |STMA| Second Twelve Month Forward

        |NTMA| 12 Month Forward

        |0| Latest Reported Calendar Year

        |1| Current Unreported Year

        |2| Following Year

        |QTR| Quarterly - Reported by companies
    metrics:
      name: metrics
      in: query
      required: true
      explode: false
      description: >
        Requested List of  FactSet Market Aggregates (FMA) or ratios. provided
        the below complete metrics list.

        |metric item|Description|category|periodicity

        |:|:|:|:|

        |GROSS_MARGIN|Gross Margin|Profitability (%)|NTMA, LTMA, STMA, LTM, QTR,
        0, 1, 2

        |OPER_INC_SALES|Operating Margin|Profitability (%)|LTM, QTR

        |NET_MGN|Net Margin|Profitability (%)|NTMA, LTMA, STMA, LTM, QTR, 0, 1,
        2

        |EBIT_MARGIN|EBIT Margin|Profitability (%)| NTMA, LTMA, STMA, LTM, QTR,
        0, 1, 2

        |EBITDA_MARGIN|EBITDA Margin|Profitability (%)|NTMA, LTMA, STMA, LTM,
        QTR, 0, 1, 2

        |ROA|Return on Assets|Profitability (%)|LTM

        |ROE|Return on Equity|Profitability (%)|NTMA, LTMA, LTM, 0, 1, 2

        |ROIC|Return on Invested Capital|Profitability (%)| LTM

        |FCF_MGN|Free Cash Flow Margin|Profitability (%)|LTM, QTR

        |PE|Price/Earnings|Valuation|NTMA, LTMA, STMA, LTM, QTR, 0, 1, 2

        |PEX|Price/Earnings (excl negatives)|Valuation|LTM

        |PSALES|Price/Sales|Valuation|NTMA, LTMA, STMA, LTM, QTR, 0, 1, 2

        |PBK|Price/Book Value|Valuation|NTMA, LTMA, LTM, 0, 1, 2

        |PCF|Price/Cash Flow|Valuation|NTMA, LTMA, LTM, 0, 1, 2

        |PCFX|Price/Cash Flow (excl negatives)|Valuation|LTM

        |PFCF|Price/Free Cash Flow|Valuation|NTMA, LTMA, LTM, 0, 1, 2

        |EVAL_EBIT|Enterprise Value/EBIT|Valuation|NTMA, LTMA, LTM, 0, 1, 2

        |EVAL_EBITDA|Enterprise Value/EBITDA|Valuation|NTMA, LTMA, LTM, 0, 1, 2

        |EVAL_SALES|Enterprise Value/Sales|Valuation|NTMA, LTMA, LTM, 0, 1, 2

        |NDEBT_EBITDA|Net Debt/EBITDA|Coverage|NTMA, LTMA, LTM, 0, 1, 2

        |NDEBT_EBITDA_MIN_CAPEX|Net Debt/(EBITDA-Capex)|Coverage|LTM

        |DEBT_EBITDA|Total Debt/EBITDA|Coverage|LTM

        |DEBT_EBIT|Total Debt/EBIT|Coverage|LTM

        |EBIT_INT_EXP|EBIT/Interest Expense (Int. Coverage)|Coverage|LTM

        |EBITDA_INT_EXP|EBITDA/Interest Expense|Coverage|LTM

        |OPER_CF_INT_EXP|CFO/Interest Expense|Coverage|LTM

        |LTD_EBITDA|LT Debt/EBITDA|Coverage|LTM

        |NDEBT_FFO|Net Debt/FFO|Coverage|LTM

        |LTD_FFO|LT Debt/FFO|Coverage|LTM

        |FCF_DEBT|FCF/Total Debt|Coverage|LTM

        |OPER_CF_DEBT|CFO/Total Debt|Coverage|LTM

        |LTD_EQ|LT Debt/Total Equity|Leverage(%)|LTM

        |LTD_TCAP|LT Debt/Total Capital|Leverage(%)|LTM

        |LTD_ASSETS|LT Debt/Total Assets|Leverage(%)|LTM

        |DEBT_ASSETS|Total Debt/Total Assets|Leverage(%)|LTM

        |DEBT_EQ|Total Debt/Total Equity|Leverage(%)|LTM

        |NDEBT_TCAP|Net Debt/Total Capital|Leverage(%)|LTM

        |DEBT_TCAP|Total Debt/Total Capital|Leverage(%)|LTM

        |<p>***metrics limit** =  38 per request*</p>

        *<p>Make note, GET Method URL request lines are also limited to a total

        length of 8192 bytes (8KB). In cases where the service allows for
        thousands

        of ids, which may lead to exceeding this request line limit of 8KB, its

        advised for any requests with large request lines to be requested
        through

        the respective "POST" method.</p>*
      schema:
        type: array
        items:
          type: string
        example:
          - PEX
          - LTD_EQ
          - DEBT_EQ
        minItems: 1
        maxItems: 38
      examples:
        Single Metric:
          summary: LTD_EQ
          value:
            - LTD_EQ
        Multiple Metrics:
          summary: PEX, LTD_EQ, DEBT_EQ
          value:
            - PEX
            - LTD_EQ
            - DEBT_EQ
    familyFilter:
      name: familyFilter
      in: query
      required: false
      description: >
        Highest Level Filter to search by common Benchmark Families, such as
        S&P, MSCI, or Russell. This will retrieve all related benchmark ids. For
        further filtering, use the response items such as the
        categoryDescription field. Leave blank if you wish to see a full sample
        list of ids. requested-

        * **CHINA & HK INDICES** - Major Hong Kong and China Indices, such as
        Hang Seng Index (HSI-HK

# --- truncated at 32 KB (89 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/factset/refs/heads/main/openapi/benchmarks-openapi-original.yml