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 source directly from official company filings with the SEC
- 16,000+ tickers covering 6,000+ active and 10,000+ delisted companies.
- 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
- Point-in-time dimension to data with time-indexing to the filing date or the fiscal/report period
- Coverage of both active and delisted securities, minimizing survivorship bias
- Corporate actions covering splits, dividends, spinoffs, acquisitions, delist reasons and ticker changes
- Rich company reference metadata including exhange, industry, location and SEC information
- Reference grade data that can be reconciled back to original source documents
- Updated daily
- History back to January 1997
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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