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 tickers
- 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
Explore Fundamentals Tables
Provides an overview of all tables in the datasets, including descriptions of all the indicators (fields), the indicator data types, and which indicators make up the primary key and filter fields for each table.
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More than 100 fundamental indicators for nearly 18,000 active and delisted US public companies. Covers the primary class of common stock securities. Point-in-time/As-Reported financials available via AR dimension observations (ARQ/ARY/ART). Most-Recent-Reported financials available via MR dimension observations (MRQ/MRY/MRT). 99% survivorship bias free. Deep history to 1998.
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This table acts as the securities master for Sharadar datasets. It provides a rich variety of reference information for each active and delisted ticker in the fundamentals, stocks and funds tables; each insider in the insiders table; and each investor in holdings table.
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Corporate actions for each active and delisted ticker in the fundamentals, stocks and funds tables. Includes ticker changes, stock splits, cash dividends, spinoffs, ADR ratio changes, listing dates, delisting dates, delist reasons, acquisition counterparties, and relations between different securities from the same issuer. Deep history to 1998.
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Material corporate events sourced from SEC Form 8-K filings for each active and delisted ticker in the fundamentals table, provided the issuer files this information with the SEC.
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Provides the current constituents of the S&P500, additions and deletions to the index and the effective date of the change, and historical quarterly snapshots of the index constituents. Deep history to 1998.
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Key daily fundamental price-based metrics and ratios such as Market Cap, Enterprise Value, Price-to-Earnings, Price-to-Sales, Enterprise Value-to-EBIT and Enterprise Value to EBITDA. Provided on a Point-in-time/As-Reported basis. Covers all active and tickers in the fundamentals table. Deep history to 1998.
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