This article explains the types of US fundamental data solutions we can provide. Read the companion article to find out why a company would want to partner with us to license fundamentals.
We’re a full-service financial data and data technology partner for businesses. We put together custom solutions across numerous providers, delivery mechanisms, and data types with world-class technology and support.
What are fundamentals?
Our fundamental dataset is a robust collection of data that comes primarily from financial statements filed with the Securities and Exchange Commission (SEC) by publicly traded, US-headquartered companies.
In addition to as-reported and standardized line items from the 10-Q and 10-K filings, our dataset includes hundreds of metrics and ratios, company metadata, news, IPOs, insider transactions and ownership, institutional holdings, and much more.
Here's a breakdown of what's included in our fundamental dataset:
We source financial statement data from the SEC 10-Q and 10-K filings, covering items across the income statement, balance sheet, and cash flow statement. You can access the exact name and value of each line item as reported by the company, along with a URL link to the actual SEC filing. We also standardize this data in-house using our proprietary machine learning technology, allowing for cross-company financial statement research and analysis. Historical data is available back to 2007 for both datasets.
We include hundreds of calculated metrics and ratios that are derived from fundamental data, such as EBITDA, ROIC, and leverage. By combining market data with fundamental datasets, we derive performance and valuation metrics such as price to earnings, dividend yields, market capitalization, and enterprise value.
Our fundamental dataset includes reference data such as tickers, company name, CIK, and a unique company identifier. You can also find company metadata, including CEO name, current employee count, and business description.
Keep a pulse on companies and their business operations, plus general media and public sentiment, with 15-minute delayed news. You’ll get the headlines along with publication date, summary, and URL. Historical news is available back to May 2016.
This dataset can be queried by security or insider and includes trade data filed with the SEC when industry insiders buy or sell stock. View the transactions for a specific company or a specific owner with a breakdown of shares and the value of those shares for all direct holdings. Insider ownership data is strictly the current ownership, with fields that show any recent changes that occurred. Historical data is available back to 2003.
Stay informed about the securities institutions are holding. Gain insight into the confidence a company has in its future performance relative to its current share price and monitor the capacity an organization has to buy back its shares. Historical data is available back to 1994.
Gather data on upcoming and historical IPOs for US companies, including IPO date, offer amount, IPO price, announcement URL, and more. This dataset is ideal for building an IPO calendar and powering your security master with future listings. History is available back to 2018.
The raw text filings feed allows you to return raw text and HTML-formatted filings for all US public companies and filter by company, date, report type, and industry. This dataset includes 10-K, 10-Q, 10-K/A, 10-Q/A, 10-KT, 10-QT, 10-KT/A, 10-QT/A, 8-K, 20-F, and 40-F filings and is updated as new filings become available. History is available back to January 2006.
This dataset gives you the ability to keyword search all XBRL-formatted notes and disclosures included on all US public companies’ filings. Search through more than 6.4 million notes from 10-Q, 10-K, 10-Q/A, and 10-K/A filings and filter by recency, company ID, filing data, period start and end date, filing ID, and XBRL tag. Notes are displayed as text, HTML, or JSON, and the feed is updated as filings are received. Historical data is available as far back as the company has been filing in XBRL.
Generate lucrative insights for different segments of the market with our standardized financial statement data and associated calculations aggregated by sector and industry. This dataset enables you to identify and track both recent and historical trends for sectors like Oil & Gas, Pharmaceuticals, and Technology.
We offer more than 200,000 economic series from the FRED, including non-farm payrolls, interest rates, exchange rates, and more. Use macroeconomic insights to enhance microeconomic analyses, sector-level momentum, and correlational research. Depending on the economic index, historical data can be pulled in for 80 years or more.