Description

Returns the day’s valuation for each requested key: a rating from Bargain to Extremely expensive, measured against that key’s own P/E range, plus the latest P/E. A rating is published only when every data-quality check passes (complete and fresh trailing earnings, a clean price history, a P/E consistent with market cap over net income, enough history for the bands, common stock only; sectors, industries, and indices also need at least 60% of member market cap reporting). Otherwise valuation_label is null, verdict_status is withheld, and dq.reasons lists the failing checks. Keys are listed tickers (IBM, BRK.B), SECTOR:name, INDUSTRY:name, or INDEX:SPY, INDEX:QQQ, and INDEX:DIA for the S&P 500, Nasdaq-100, and Dow Jones. Sector and industry names follow the current classification (for example SECTOR:consumer-discretionary, SECTOR:consumer-staples, SECTOR:communication, SECTOR:finance, INDUSTRY:software-infrastructure). Earlier sector keys still work: SECTOR:consumer-cyclical, SECTOR:consumer-defensive, SECTOR:communication-services, SECTOR:financial-services, and SECTOR:telecommunications return the current sector. Earlier industry keys work where one successor holds most of the old group. The response lists each one under aliases. With asof, a sector is answered under the name that day used. Retired keys return 404 with a hint. Full table: GET /api/v1/families/us-equities/fundamentals/groups/aliases. An industry with fewer than 5 common stocks is not a peer group: its stocks are listed under the industry Others (INDUSTRY:others), keep their own ratings, and still count in their sector. INDUSTRY:others has no P/E, rating, chart, or statements of its own; it is served with available false and reason others-not-a-group, and the industry keys it replaced resolve to it (named in aliases). Tickers are normalized (BRK.B becomes BRK-B) and the response is keyed by the normalized form. Unknown keys come back null. POST the same path with {"symbols": [...]} for up to 5,000 keys. One key: GET /api/v1/families/valuation/symbols/{key}. The whole day in one call: GET /api/v1/families/valuation/catalog, with optional kind=ticker,sector,industry,index. Values refresh once a day.

Authentication

v1 is client_id plus client_secret on every protected GET. A browser session is not enough. Google sign-in is for the website only — do not send a session cookie to v1.

• HTTP Basic — Authorization: Basic base64(client_id:client_secret)
• Headers — X-Client-Id and X-Client-Secret

Create or rotate credentials on Account. Full notes are on Authentication.

Path parameters

This path has no parameters.

Query parameters

Example request

curl -sS -u "$CLIENT_ID:$CLIENT_SECRET" \
  https://barquant.dev/api/v1/families/valuation/symbols?symbols=IBM,SECTOR:technology

Response attributes

Sample response

{
  "family": "valuation",
  "as_of": "2026-09-11",
  "computed_at": "2026-09-12T03:04:11Z",
  "requested": [
    "IBM",
    "SECTOR:technology"
  ],
  "aliases": {},
  "symbols": {
    "IBM": {
      "kind": "ticker",
      "name": "International Business Machines",
      "valuation_label": "Relatively expensive",
      "latest_pe": 24.6,
      "available": true,
      "reason": null,
      "as_of": "2026-09-11",
      "computed_at": "2026-09-12T03:04:11Z",
      "verdict_status": "ok",
      "dq": {
        "status": "ok",
        "reasons": [],
        "coverage": null,
        "quarantined_members": []
      }
    },
    "SECTOR:technology": {
      "kind": "sector",
      "name": "Technology",
      "valuation_label": null,
      "latest_pe": 33.6,
      "available": true,
      "reason": null,
      "as_of": "2026-09-11",
      "computed_at": "2026-09-12T03:04:11Z",
      "verdict_status": "withheld",
      "dq": {
        "status": "withheld",
        "reasons": [
          "short-history"
        ],
        "coverage": 0.97,
        "quarantined_members": []
      }
    }
  },
  "pending": []
}

Errors

{
  "error": "Unauthorized"
}

{
  "error": "This plan does not include that family.",
  "plan": "basic",
  "requiredPlan": "pro"
}

{
  "error": "Too many requests."
}

Plan access

Pro and Unlimited. Free and Basic receive 403. Every request counts as one API request against the plan quota, however many keys it names.

Daily and per-minute quotas live on Plans and limits.