Fundamental Data
As-reported and standardized financial statement data from 1979 to the present — income statements, balance sheets, and cash flow — for all companies trading on major US exchanges, with point-in-time history for survivor-bias-free backtesting.
Zacks Data Services provides investment-related web sites, investment management firms, wealth management firms, corporate finance / investor relations teams, consulting firms, government agencies, IT firms that build web sites, and university research departments with both as-reported and standardized financial statement data from 1979 to the present, covering all companies trading on major US exchanges. Over the last 45 years, Zacks has led its competitors by providing consistently standardized fundamental data as accounting policies changed and companies migrated from mailing their printed Annual Reports to the SEC to using today's electronic EDGAR system.
Company Coverage
- All 6,000 companies currently trading on major US exchanges + 12,000 delisted companies
- 550 non-US companies trading as ADRs on US exchanges from 35 foreign countries
- 200 Canadian companies trading on US exchanges
- Total: 6,750+ companies trading on US exchanges
For all 18,750 companies, Zacks provides annual and quarterly as-reported income statements, balance sheets, and cash flow statements and two levels of standardized fundamentals, some beginning in 1979.
Company As-Reported Financial Statements — Updated from Press Releases
Zacks as-reported Fundamental data begins in 2001 and includes annual and quarterly income statements, balance sheets, and cash flow statements as originally published by the companies.
Zacks As-Reported Fundamental Data is updated daily with the initial financials which our data team extracts from company quarterly earnings press releases. As companies later report their 10-Qs and 10-Ks to the SEC, we electronically capture the company financials, correct errors that may have appeared in the press releases, and incorporate the electronic filings into our Fundamental database.
Standardized Financial Statements
Although the accounting profession (GAAP) provides extensive guidance on the definitions of financial line items, companies still retain significant flexibility in their presentation, making cross-company comparisons difficult. To address this, Zacks maps each company's as-reported financials into standardized line item templates. Zacks provides three standardized fundamental datasets with up to 45 years of history:
Zacks Industrial Standardized — 25 Years of History (2001–present)
As-reported financials for all companies are standardized into a single annual and quarterly Industrial Income Statement, Balance Sheet, and Cash Flow template consisting of 170 line items. This dataset also includes company descriptive information, 26 pre-calculated fundamental ratios, and non-financial company metrics. Data begins in 2001 and reflects the most recent restated values, otherwise original reported values. This dataset enables users to easily compare financial ratios across companies in different industries.
Zacks Expanded Standardized — 25 Years of History (2001–present)
As-reported financials are standardized into six annual and quarterly industry-specific templates (Industrials, Banking, Insurance, Utilities, REITs, Brokerage) from 2001 to the present, covering more than 600 standardized financial line items in total. This dataset enables users to perform more complete comparisons of financial ratios within Banking, Insurance, Utility, REIT, and Brokerage industries. The Industrial template (170 line items) used in this dataset is the same as in the Industrial Standardized product. This dataset is provided on a restated-else-original-reported basis. For backtesting purposes, original reported data with no restatements is also available.
The six industry-specific templates and their standardized line-item counts are:
- Industrial template: 170 line items
- Banking template: 280 line items
- Insurance template: 250 line items
- Brokerage template: 309 line items
- Utilities template: 307 line items
- REITs template: 250 line items
Zacks Deep History Standardized — Additional 20 Years of History (1979–2001)
As-reported financials are standardized into one Industrial Income Statement, Balance Sheet, and Cash Flow template expanding from 60 to 90 line items for the period 1979–2001. This dataset is provided on a restated-else-original-reported basis.
Non-Financial / Operational Metrics
The Operational Metrics database includes 260 operational metric data items covering more than 900 companies across 32 different industries, with historical coverage dating back to 2003. These key industry-specific operating metrics — such as same-store sales for retail — are reported in company press releases or through earnings calls.
Industry and Sector Aggregates
Many investors want to conduct top-down analysis, treating an entire industry or sector as a single entity to allocate assets. Zacks supports this with its Industry and Sector Aggregates database and with its ZRS software product. Zacks aggregates 38 financial ratios to simplify top-down decision-making into Zacks' structure of 16 economic sectors, 59 major industries, and 215 sub-industries.
Delivery Options
We deliver our Fundamental data to match your specific needs. Data can be delivered on a daily, weekly, or monthly frequency. We support the following delivery choices:
- Bulk file delivery via FTP: ASCII comma-delimited (CSV), Microsoft Excel, or XML
- Integrated with Microsoft Copilot, Excel, and Word
- SQL database
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API access (Fund Collections A, B, C):
- Fund Collection A — General company information and fundamental data; more than 100 data items available from 2016 forward.
- Fund Collection B — General company information and Industrial Template fundamentals; more than 200 data items available from 1986 forward.
- Fund Collection C (Templates) — More than 1,000 data items across multiple industry templates, with historical coverage beginning in 1986.
- Integrated with the Zacks Research System (ZRS) for screening and analysis, including a direct Excel link to the full database and survivor-free backtesting
Use Cases
- Fundamental screening
- Valuation models
- Financial statement analysis
- Peer comparison and cross-company investment analysis
- Quantitative backtesting of investment models
- Top-down industry/sector analysis
- Survivor-bias-free quantitative research
Talk to Zacks Data Sales
For more information, pricing, file formats, and API documentation, please contact Tom Carlson, VP, Data Sales, at tcarlson@zacks.com.