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US Equity Markets: Standardized Income Statements
Updated daily, this database provides 10 years of history, for essential income statement indicators and ratios, for 3,000 US public companies.
This data product contains the Quarterly and Annual Income Statements submitted to the Securities and Exchange Commission (SEC).
SEC is an independent agency of the United States federal government. The SEC holds primary responsibility for enforcing the federal securities laws, proposing securities rules, and regulating the securities industry, which is the nation's stock and options exchanges, and other activities and organizations, including the electronic securities markets in the United States.
This data product covers Russell 1000 (large-cap) and Russell 2000 (small-cap) companies. Russell 3000 index covers approximately 98% of the total US Equity market-cap. S&P 500 companies are also included in this list.
- Russell 3000 Index is a market-capitalization-weighted equity index maintained by FTSE Russell that provides exposure to the entire U.S. stock market. The index tracks the performance of the 3,000 largest U.S.-traded stocks which represent about 98% of all U.S incorporated equity securities.
- Russell 2000 Index is an index measuring the performance of approximately 2,000 smallest-cap American companies in the Russell 3000 Index.
- Russell 1000 Index is a subset of the Russell 3000 Index, represents the 1000 top companies by market capitalization in the United States.
- S&P 500 is a market-capitalization-weighted index of the 500 largest U.S. publicly traded companies. The index is widely regarded as the best gauge of large-cap U.S. equities. (S&P stands for Standard and Poor, the names of the two founding financial companies.)
- An income statement provides valuable insights into a company's operations, the efficiency of its management, under-performing sectors and its performance relative to industry peers.
- The data contains all primary line items from the period income statement. Data are provided both quarterly and on a Trailing Twelve Month (TTM) basis.
- The database is updated within 24 hours of the form 10 SEC filing, often within 12 hours.
Data Collection Methodology
- The daily company filings are collected from Securities and Exchange Commission (SEC)
- All the company filings are cleansed and organized to provide a ready for analysis dataset for the investors
- Historical and current income statement items are standardized for every company
- Data updates everyday from Securities and Exchange Commission (SEC)
Related Data Products
- Updated weekly on Fridays
- Historical data goes back to 2010
- Covers Russell 3000 Companies
- Covers 10-Q (Quarterly) and 10-K (Annual) Filings
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30 Data Columns
The one to four or five character identifier for each security
Period Date (period_date)
Balance Sheet Date, rounded to nearest month-end
Period Type (period_type)
Indicator for quarter and trailing twelve months (QTR, TTM)
The submission type of the registrant's filing (e.g. 10-Q, 10-K, 8-K etc.)
Fiscal Year (fiscal_year)
Registrant's year as reckoned for taxing or accounting purposes
Fiscal Period (fiscal_period)
Registrant's quarter as reckoned for taxing or accounting purposes
Fiscal Year End (fiscal_year_end)
Registrant's fiscal year end date (month and day) as reckoned for taxing or accounting purposes
Filed Date (filed_date)
Registrant's submission filing date
Total Revenue (inc_revenue)
Total Revenue is the total billings generated from normal business operations net of discounts and deductions for returned merchandise
Cost of Revenue (inc_cost_of_revenue)
The cost of revenue the total cost of manufacturing and delivering a product or service to consumers. Cost of revenue is also called the Cost of goods sold (COGS) and it includes the cost of the materials used in creating the good along with the direct labor costs used to produce the good. It excludes indirect expenses, such as administrative and sales force costs.
Net Revenue (inc_net_revenue)
Total revenue less Costs of Revenue. Some companies do not report cost of goods sold and start their operations reporting with net revenue. For banks net revenue is the sum of net interest income plus non-interest income.
Selling, General & Administrative (inc_selling_general_and_administrative_expense)
Selling, general and administrative expense (SG&A) is the sum of all direct and indirect selling expenses and all general and administrative expenses of a company. The SG&A is comprised of all operating expenses of a business that are not included in the cost of goods sold such as corporate expenses, facility costs and marketing expenses.
Research & Development (inc_research_and_development)
Research and development (R&D) expense refers to the cost of activities a company undertakes to innovate and introduce new products and services
Other Operating Expenses (inc_other_operating_expense)
Other operating expenses, also known as overhead expenses, is the amount which generally does not depend on sales or production quantities. These are all operating expenses that are not itemized in the Income Statement report.
Other Operating Income (inc_other_operating_income)
These are minor income lines that do not constitute sales related normal business of the company
Other Operating Income Expense (inc_other_operating_income_expense)
This is a reconciling item that cover minor or unusual operating income or expense and is used to reconcile total operating income the its line items
Operating Income (inc_operating_income)
Operating income is an accounting figure that measures the amount of profit realized from a business's operations, after deducting operating expenses such as wages, depreciation, and cost of goods sold. Operating income is the Gross Profit less Total Operating Expenses
Interest Expense (inc_interest_expense)
Interest expense is the cost incurred by an entity for borrowed funds. It represents interest payable on any borrowings – bonds, loans, convertible debt or lines of credit
Income Tax Expense (inc_income_tax)
Income tax expense is the amount of expense that a business recognizes in an accounting period for the taxes assessed on its taxable income. It represents the taxes assessed which may not be necessarily the same as taxes paid
Other non-Operating Expense (inc_other_nonoperating_expense)
These are small and uncommon items such as restructuring charge, amortization of unusual assets, etc.
Other non-Operating Income (inc_other_nonoperating_income)
These are uncommon items in the non-operating activities such as income from equity method investments, custom IP development, or interest and dividend income from investments
Other non-Operating Income Expense (inc_other_nonoperating_income_expense)
This is a reconciling item that cover minor or unusual non-operating income or expense and is used to reconcile total non-operating income to its line items
Non-Operating Income Expense (inc_non_operating_income_expense)
These are non-operating expense items that a company did not report in another category.
Minority Interest Income Loss (inc_income_loss_due_to_minority_interest)
A minority interest is ownership or interest of less than 50% of an enterprise. The term can refer to either stock ownership or a partnership interest in a company. Minority interest income is reported on the consolidated income statement as a share of profit belonging to minority shareholders. The reporting of 'minority interest' is a consequence of the requirement by accounting standards to 'fully' consolidate partly owned subsidiaries.
Net Income (inc_net_income)
Net income is equal to net earnings (profit/loss) calculated as Gross Profit less total operating expenses, depreciation, interest, taxes and other income expense from continuing and discontinued operations
Dividend Amount (inc_dividends)
The amount of dividends declared this period
Basic Shares Outstanding (inc_basic_shares_outstanding)
Outstanding shares refer to the number of stocks that a company actually has issued. This number represents all the shares that can be bought and sold by the public, as well as all the restricted shares that require special permission before being transacted. Total shares that can be freely bought and sold by public investors are called the float.
Diluted Shares Outstanding (inc_diluted_shares_outstanding)
Diluted shares are the total number of common shares of a company that will be outstanding and available to trade on the open market after all possible sources of conversion, such as convertible bonds and employee stock options, are exercised. Fully diluted shares include not only those which are currently issued but also those that could be claimed through conversion.
Earnings Per Share (EPS) (inc_earnings_per_share_basic)
Basic Earnings per Share (EPS) is net income of a company less any preferred dividends divided by the average number of common shares outstanding during the calculation period. Net Income less preferred dividends is also called the Net Income Available to Common Shares.
Diluted Earnings per Share (Diluted EPS) (inc_earnings_per_share_diluted)
Diluted EPS takes into account all convertible securities such as convertible bonds or convertible preferred stock, which are changed into equity or common stock. To calculate Dilutes EPS we take Net Income Available to Common Shares and divide it by Average number of Diluted Shares during the calculation period.