SEC Reporting Analytics Fundamentals
- Systematically identify companies that meet investment criteria
- Easily identify companies that are prime targets for M&A and resulting share price changes
- Identify companies that are under/over valued based on fundamentals
- Prospect companies for specific products & services based on key financials (AR Turnover, AP turnover, Operating Expense, Margins)
- Integrate beta & growth assumptions to forecast share price changes & reduce overall risk of client portfolios
Purchase includes access to latest quarter of the following data sets for stock correlation, back testing, and investment research analysis & development:
(1) SEC Reporting Analytics Fundamentals Data set
(2) US Daily Stock Quotes Data set
(3) Hidden & Cancelled Trade Metrics Data Set
(4) Registered Investment Adviser Reports Data set
* Contact us for discounted multiple quarter/user pricing or other data monetization options.
*Power BI template shown provided for integration with your Snowflake data source
*Data cannot be redistributed to third parties without express written consent of SEC Reporting Analytics LLC
Table Field Names:
– FY: Fiscal Year Focus (as defined in EFM Ch. 6).
– FP: Fiscal Period Focus (as defined in EFM Ch. 6) within Fiscal Year. The 10-Q for the 1st, 2nd and 3rd quarters would have a fiscal period focus of Q1, Q2 (or H1), and Q3 (or M9) respectively, and a 10-K would have a fiscal period focus of FY.
– NAME: Name of registrant. This corresponds to the name of the legal entity as recorded in EDGAR as of the filing date.
– SIC: The Standard Industrial Classification (SIC) are four-digit codes that categorize the industries that companies belong to based on their business activities. Standard Industrial Classification codes were mostly replaced by the six-digit North American Industry Classification System (NAICS).
– SIC_DESC: The Standard Industrial Classification (SIC) are four-digit codes that categorize the industries that companies belong to based on their business activities. Standard Industrial Classification codes were mostly replaced by the six-digit North American Industry Classification System (NAICS).
– Number_of_Industry_Establishments: Number of Establishments reported that rollup to the SIC Industry code
– Industry_Title: Industry Rollup based on SIC Code
– City: The city of the registrant’s business address.
– State: The state or province of the registrant’s business address, if field countryba is US or CA.
– Symbol: Stock symbol
– Stock_Price_Date: Stock Price Date
– Stock_Price_Open: Stock Price Open
– Stock_Price_High: Stock Price High
– Stock_Price_Low: Stock Price Low
– Stock_Price_Close: Stock Price Close
– + SEC Reporting Analytics Financial Fundamental Metrics
General disclaimer and copyright
SEC Reporting Analytics LLC has no affiliation with the US Securities Exchange Commission or any of the companies included in the data set. The information prepared and issued by SEC Reporting Analytics LLC and parent companies is a matter of opinion. SEC Reporting Analytics LLC and parent companies standard fees are based on USD $ currency and are per user, per reporting quarter requested, for the gathering, storing, processing, and broad dissemination of publicly available SEC published financial statement data sets. Standard fee pricing, terms, and fee structure available online maybe changed by SEC Reporting Analytics LLC in the future and maybe negotiated differently based on a specific clients' needs. Fees are paid upfront in cash without recourse. SEC Reporting Analytics LLC and parent companies may seek additional fees for the provision ad-hoc services for the client but does not get remunerated for any investment banking services. We never take payment in stock, options or warrants for any of our services.
Accuracy of content: All information used in the publication of SEC Reporting Analytics LLC database has been compiled from publicly available sources that are believed to be reliable, however we do not guarantee the accuracy or completeness of this report and have not sought for this information to be independently verified. Clients must independently verify accuracy of financial calculations and information provided against actual SEC Edgar filings downloaded directly from https://www.sec.gov/edgar.shtml prior to making any investment decisions . Opinions contained in this report represent those of the research department of SEC Reporting Analytics LLC and parent companies at the time of publication. Forward-looking information or statements in this report contain information that is based on assumptions, forecasts of future results, estimates of amounts not yet determinable, and therefore involve known and unknown risks, uncertainties and other factors which may cause the actual results, performance or achievements of their subject matter to be materially different from current expectations.
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United States & Worldwide Users
The Investment Research is information database distributed in the United States and worldwide by SEC Reporting Analytics LLC and parent companies. SEC Reporting Analytics LLC and parent companies is not an investment adviser. As such, SEC Reporting Analytics LLC and parent companies does not offer or provide investment advice and the information provided is for informational purposes only. No mention of a particular security in the database or resulting reports constitute a recommendation to buy, sell or hold that or any security, or that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person.