---
title: "OutputEquityAnalysis"
url: "https://developer-beta.morningstar.com/apis/portfolio-xray-api/versions/4c9879bf-1def-4f49-adea-5a04cd02e29e/schemas/OutputEquityAnalysis"
---

> Full API specification: https://developer-beta.morningstar.com/apis/portfolio-xray-api/versions/4c9879bf-1def-4f49-adea-5a04cd02e29e.md

# OutputEquityAnalysis

Equity analysis data.

## OpenAPI definition

```yaml
openapi: 3.1.0
info:
  title: Portfolio X-Ray API
  version: "1.0"
servers:
  - url: https://www.us-api.morningstar.com
    description: Americas Production
  - url: https://www.apac-api.morningstar.com
    description: APAC Production
  - url: https://www.emea-api.morningstar.com
    description: EMEA Production
components:
  schemas:
    OutputEquitySectors:
      description: The portfolio's equity exposure broken down by sector. Percentages
        may reflect long, short, net, or long-rescaled positions.
      type: object
      properties:
        EquitySector:
          type: array
          items:
            $ref: "#/components/schemas/OutputEquitySector"
    OutputWorldRegions:
      description: The portfolio's equity exposure broken down by geographic region.
        Percentages may reflect long, short, net, or long-rescaled positions.
      type: object
      properties:
        Id:
          type: string
          description: World region identifier.
        PortfolioAnalyzed:
          type: number
          format: double
          description: Percentage of portfolio analyzed.
        Portfolio:
          type: array
          items:
            $ref: "#/components/schemas/OutputEquityRegionExposureItem"
        Benchmark:
          type: array
          items:
            $ref: "#/components/schemas/OutputEquityRegionExposureItem"
        SecurityBreakdown:
          type: array
          items:
            $ref: "#/components/schemas/OutputEquityRegionExposureItemSecurity"
    OutputEquityMarketMaturity:
      description: Market maturity breakdown showing the percentage of portfolio
        stocks domiciled in developed and emerging markets.
      type: object
      properties:
        AsOfDate:
          type: string
          format: date-time
          description: End date of analysis.
        Portfolio:
          $ref: "#/components/schemas/OutputEquityMarketMaturityItem"
        Benchmark:
          $ref: "#/components/schemas/OutputEquityMarketMaturityItem"
    OutputEquityTypeBreakdown:
      description: Portfolio stocks broken down into Morningstar equity type
        designations based on objective financial criteria.
      type: object
      properties:
        AsOfDate:
          type: string
          format: date-time
          description: End date of analysis.
        PortfolioAnalyzed:
          type: number
          format: double
          description: Percentage of portfolio analyzed.
        Portfolio:
          type: array
          items:
            $ref: "#/components/schemas/OutputDataItemEquityType"
        Benchmark:
          type: array
          items:
            $ref: "#/components/schemas/OutputDataItemEquityType"
        SecurityBreakdown:
          type: array
          items:
            $ref: "#/components/schemas/OutputEquityTypeBreakdownItemSecurity"
    OutputPriceRatios:
      description: Price ratio data for the portfolio and benchmark.
      type: object
      properties:
        AsOfDate:
          type: string
          format: date-time
          description: End date of analysis.
        Portfolio:
          $ref: "#/components/schemas/OutputPriceRatiosItem"
        Benchmark:
          $ref: "#/components/schemas/OutputPriceRatiosItem"
        SecurityBreakdown:
          type: array
          items:
            $ref: "#/components/schemas/OutputPriceRatiosItemSecurity"
    OutputProfitability:
      description: Profitability data for the portfolio and benchmark.
      type: object
      properties:
        AsOfDate:
          type: string
          format: date-time
          description: End date of analysis.
        Portfolio:
          $ref: "#/components/schemas/OutputProfitabilityItem"
        Benchmark:
          $ref: "#/components/schemas/OutputProfitabilityItem"
        SecurityBreakdown:
          type: array
          items:
            $ref: "#/components/schemas/OutputProfitabilityItemSecurity"
    OutputGeometricAverageCapitalization:
      description: Geometric average capitalization data for the portfolio and benchmark.
      type: object
      properties:
        AsOfDate:
          type: string
          format: date-time
          description: End date of analysis.
        Portfolio:
          $ref: "#/components/schemas/OutputGeometricAverageCapitalizationItem"
        Benchmark:
          $ref: "#/components/schemas/OutputGeometricAverageCapitalizationItem"
    OutputEquitySector:
      type: object
      properties:
        Id:
          type: string
          description: Possible values are GICS, Morningstar, or institution-defined
            identifier.
        PortfolioAnalyzed:
          type: number
          format: double
          description: Percentage of portfolio analyzed.
        Portfolio:
          type: array
          items:
            $ref: "#/components/schemas/OutputEquitySectorItem"
        Benchmark:
          type: array
          items:
            $ref: "#/components/schemas/OutputEquitySectorItem"
        SecurityBreakdown:
          type: array
          items:
            $ref: "#/components/schemas/OutputEquitySectorExposureItemSecurity"
    OutputEquityRegionExposureItem:
      type: object
      properties:
        Id:
          type: string
          description: Parent/rollup region identifier.
        Value:
          type: number
          format: double
          description: Value for world region.
        ExposureItem:
          type: array
          description: Child region items. Values are client-specific and may follow
            Morningstar or institution-defined classifications.
          items:
            $ref: "#/components/schemas/OutputDataItemStringNumber"
    OutputEquityRegionExposureItemSecurity:
      type: object
      properties:
        SecurityId:
          type: string
          description: Unique identifier of a security.
        Analyzed:
          type: number
          format: double
          description: Percentage of security analyzed.
        NotAnalyzed:
          type: number
          format: double
          description: Percentage of security not analyzed.
        Region:
          type: array
          items:
            $ref: "#/components/schemas/OutputEquityRegionExposureItem"
    OutputEquityMarketMaturityItem:
      type: object
      properties:
        DevelopedMarkets:
          type: number
          format: double
          description: Countries with mature economies and stock markets that benefit from
            a high degree of investor recourse, corporate governance and legal
            infrastructure.
        EmergingMarkets:
          type: number
          format: double
          description: Countries with fairly young economies and stock markets that offer
            higher growth potential and higher risk.
        NotAvailable:
          type: number
          format: double
          description: Countries that are neither developed nor emerging, or that lack a
            sufficiently liquid or transparent stock market.
    OutputDataItemEquityType:
      type: object
      properties:
        Id:
          type: string
          description: Equity type identifier.
          enum:
            - AggressiveGrowth
            - ClassicGrowth
            - Cyclical
            - Distressed
            - HardAsset
            - HighYield
            - NotAvailable
            - SlowGrowth
            - SpeculativeGrowth
        Value:
          type: number
          format: double
          description: Value of equity type.
    OutputEquityTypeBreakdownItemSecurity:
      type: object
      properties:
        SecurityId:
          type: string
          description: Unique identifier of a security.
        Analyzed:
          type: number
          format: double
          description: Percentage of security analyzed.
        NotAnalyzed:
          type: number
          format: double
          description: Percentage of security not analyzed.
        EquityTypeBreakdownItem:
          type: array
          items:
            $ref: "#/components/schemas/OutputDataItemEquityType"
    OutputPriceRatiosItem:
      type: object
      properties:
        PriceBook:
          type: number
          format: double
          description: Weighted average of the Price-to-Book ratio of underlying stock
            holdings using long-only data.
        PriceCashFlow:
          type: number
          format: double
          description: Weighted average of the Price-to-Cash-Flow ratio of underlying
            stock holdings using long-only data.
        PriceEarnings:
          type: number
          format: double
          description: Weighted average of the Price-to-Earnings ratio of underlying stock
            holdings using long-only data.
        PriceSales:
          type: number
          format: double
          description: Weighted average of the Price-to-Sales ratio of underlying stock
            holdings using long-only data.
    OutputPriceRatiosItemSecurity:
      type: object
      properties:
        SecurityId:
          type: string
          description: Unique identifier of a security.
        PriceRatiosItem:
          $ref: "#/components/schemas/OutputPriceRatiosItem"
    OutputProfitabilityItem:
      type: object
      properties:
        DebtCapital:
          type: number
          format: double
          description: Financial leverage ratio calculated by dividing long-term debt by
            total capitalization. Not provided for financial companies.
        NetMargin:
          type: number
          format: double
          description: Weighted median net income divided by revenues over the past five
            fiscal years, expressed as a percentage.
        ROA:
          type: number
          format: double
          description: Weighted average Return on Assets ratio of underlying stock
            holdings using long-only data.
        ROE:
          type: number
          format: double
          description: Weighted average Return on Equity ratio of underlying stock
            holdings using long-only data.
    OutputProfitabilityItemSecurity:
      type: object
      properties:
        SecurityId:
          type: string
          description: Unique identifier of a security.
        ProfitabilityItem:
          $ref: "#/components/schemas/OutputProfitabilityItem"
    OutputGeometricAverageCapitalizationItem:
      type: object
      properties:
        Value:
          type: number
          format: double
          description: Geometric average capitalization value.
    OutputEquitySectorItem:
      type: object
      properties:
        Id:
          type: string
          description: Parent/rollup sector identifier.
        Value:
          type: number
          format: double
          description: Sector exposure value.
    OutputEquitySectorExposureItemSecurity:
      type: object
      properties:
        SecurityId:
          type: string
          description: Unique identifier of a security.
        Analyzed:
          type: number
          format: double
          description: Percentage of security analyzed.
        NotAnalyzed:
          type: number
          format: double
          description: Percentage of security not analyzed.
        Sector:
          type: array
          items:
            $ref: "#/components/schemas/OutputEquitySectorExposureItem"
    OutputDataItemStringNumber:
      type: object
      properties:
        Id:
          type: string
        Value:
          type: number
          format: double
          description: Value.
    OutputEquitySectorExposureItem:
      type: object
      properties:
        Id:
          type: string
          description: Parent/rollup sector identifier.
        Value:
          type: number
          format: double
          description: Sector exposure value.
        ExposureItem:
          type: array
          description: Child sector items. Values are client-specific and may follow GICS,
            Morningstar, or institution-defined classifications.
          items:
            $ref: "#/components/schemas/OutputDataItemStringNumber"
    OutputEquityAnalysis:
      description: Equity analysis data.
      type: object
      properties:
        AsOfDate:
          type: string
          format: date-time
          description: End date of analysis.
        EquitySectors:
          $ref: "#/components/schemas/OutputEquitySectors"
        WorldRegions:
          $ref: "#/components/schemas/OutputWorldRegions"
        EquityMarketMaturity:
          $ref: "#/components/schemas/OutputEquityMarketMaturity"
        EquityTypeBreakdown:
          $ref: "#/components/schemas/OutputEquityTypeBreakdown"
        PriceRatios:
          $ref: "#/components/schemas/OutputPriceRatios"
        Profitability:
          $ref: "#/components/schemas/OutputProfitability"
        GeometricAverageCapitalization:
          $ref: "#/components/schemas/OutputGeometricAverageCapitalization"
```