Financial Databases
U.S. Company Fundamentals
Financial Statement Templates:
Data Lists:
- General Company Information
- Ratios Data
- Share Data
- Growth Rates and 5-Year Averages
- Industry Data
- Business Segment Data
Complete Product Description
The U.S. Company Fundamentals database covers approximately 10,000 active public companies with listed equity securities in the United States. The database includes all companies traded on NYSE, AMEX and NASDAQ, including National Market, Small Cap and OTC Bulletin Board, and all companies that have listed American Depository Receipts (ADRs) on U.S. stock exchanges.
All financial data is compiled from company annual reports, 8-K reports, 10-K reports, 10-Q reports, interim reports, proxy statements, press releases and business news stories. Certain data items are licensed from third-party providers.
All equity data is fully adjusted for stock splits and dividends. Data is provided "as-reported" and presented in industry-standard templates. An additional "Restated Record" is available for all firms that have restated their financials.
Company Header information includes: CUSIP, Name, Ticker, Exchange, Industry(s) (SIC, NAIC & Hemscott Industry Group) and short Business Description.
Data on U.S. companies includes:
Two as-reported financial statement templates:
- Industrial
- Financial
Detailed income statements, balance sheets and statements of cash flow accounts.
Preliminary earnings and full financial statement accounts (when reported), updated from the latest available news sources, press releases and 8-K filings.
Historical Data available for:
- Up to 21 years of annual financial history
- Up to 61 quarters of interim history
Key financial metrics for company-to-industry comparisons as a historical time series:
- Selected financial data items are standardized to provide cross-company "apples-to-apples" evaluation
Pre-calculated financial ratios and growth rates available as:
- Year-to-Date values
- Trailing Twelve Months values
- Historical Fiscal Annual values
Extensive Per-Share Data and pre-calculated values including Dividends, Earnings, Percent Changes and Dollar Changes for the following periods:
- Year-to-Date
- Trailing Twelve Months
- Compared to 1 Year Ago
- Latest available
Non-financial statement data available as a historical time series includes:
- Number of Full-Time and Part-Time Employees
- Number of Common Stockholders
- U.S. vs Foreign Revenue Breakdown
- Business Segment Data by Industry Group
- Short-Interest Shares
General company information includes important textual data such as detailed business description, street address, telephone and fax numbers, website URL, e-mail address, industry group membership and independent auditor opinions.
Index constituent indicators are provided to easily identify the underlying stocks for the following indices:
- Dow JonesTM
- Standard & Poor'sTM
- RussellTM
- ForbesTM
- FortuneTM
Additional information includes a current list of the board of directors and corporate officers and indicators of whether a company offers stock options or Dividend Reinvestment Plans (DRIP).