Fundamental Data
As-reported and standardized financial statement data — income statements, balance sheets, and cash flow — for 6,750+ companies from 1979.
The Zacks Fundamental database consists of "as reported" and standardized financial statement data from 1979 to date covering 6,750 companies trading on US exchanges.
Companies covered include 6,000 US companies, plus 550 non-US companies traded as ADRs on US exchanges from 35 foreign countries, plus 200 Canadian companies trading on US exchanges.
As Reported Financial Statements: For the 3,800 largest companies, annual and quarterly as-reported income statements, balance sheets and cash flow statements are available from 2001 to the present.
Standardized Financial Statements: As-reported financial statements are mapped into standardized financial statements to facilitate multi-company investment analysis. Each company is classified into one of six templates — Industrial, Banking, Insurance, REITs, Utilities, and Brokerage.
Operational Metrics Data: The database includes 260 operational metric items covering over 900 companies in 32 different industries, with history back to 2003.
Coverage & Scope
- 6,750+ companies on US exchanges
- 6,000 US companies + 550 ADRs from 35 countries + 200 Canadian
- 3,800 largest companies: 500+ annual fields from 2001, 87 fields from 1979
- 2,800 smaller companies: data from 2001 forward
- 260 operational metric items across 32 industries (from 2003)
- Quarterly and annual data
Delivery Options
- API access
- Bulk file delivery
- Daily updates for newly filed statements
Use Cases
- Fundamental screening
- Valuation models
- Financial statement analysis
- Peer comparison
- Cross-company investment analysis
Documentation
Key Fields & Attributes
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