Fundamentals Data
Our flagship US fundamentals dataset provides comprehensive financial statement information based on official company filings since 1997. Our dataset is one of the most comprehensive, accurate and accessible views of public company official quantitative and qualitative information for US companies available today.
Highlights and Key Features
- Fundamental data originally and precisely curated from company filings with the SEC
- Nearly 18,000 tickers, including 12,000 delisted companies
- 99% survivorship bias free
- History back to January 1997
- Point-in-time dimension to data with time-indexing to the filing date or the fiscal/report period
- Includes foreign issuers (ADRs and Canadian) that trade publicly on US markets
- 150+ financial indicators
- Includes both as-reported and restated values in continuous time series
- Annual, Trailing Twelve month, and Quarterly resolution of Financial Statement items
- Daily resolution of price-based metrics such as Market Cap, PE, PB and EV
- Corporate actions covering splits, dividends, spinoffs, acquisitions, delist reasons and ticker changes
- Rich company reference metadata including security identifiers, sector and industry, location and SEC filings information
- Reference grade data that can be reconciled back to original source documents
- Updated daily within 24 hours of the SEC form 10 filing
Data Overview
Delivery Frequency
Daily
Data Frequency
Quarterly/Annual
Reporting Lag
< 1 day
History
January 1997
Coverage
16,000+ US companies, 150 indicators
Subscription
Paid
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Overview of the entire database, including all table and indicator details.
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150+ fundammental indicators for more than 16,000 active and delisted US public companies based on their underlying SEC filings.
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Detailed listing, industry and supporting metadata for more than 35,000 tickers.
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Corporate actions for more than 27,500 tickers.
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Material corporate events sourced from SEC Form 8-K filings for more than 10,000 tickers.
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Current and historical constituents of the S&P500 index.
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Key daily metrics (enterprise value, market capitalization and price ratios) for all companies in the fundamentals data set.
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