Fundamental Financial Statement Data

The Zacks Investment Research 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: 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. The reported Income Statement, Balance Sheet and Cash Flow line items are mapped into standardized line items.

Operational Metrics Data: The Zacks Fundamental database includes 260 operational metric items covering over 900 companies in 32 different industries. History for the metrics items goes back to 2003. For more details on the operational metrics, download the overview document below.

Annual History: For the 3,800 largest companies Zacks provides over 500 fields of annual standardized data from 2001 forward, and 87 fields from 1979 to 2001. For the 2,800 smaller companies and ADRs we provide 87 fields of annual standardized data from 1979 to the present.

Quarterly History: For the 3,800 largest companies Zacks provides over 500 fields of quarterly standardized data from 2001 forward and 87 field from 1987 to 2001. For the 2,800 smaller companies and ADRs we provide 87 fields of quarterly standardized data from 1987 to the present.

Restatements: All data is captured "As Originally Reported" for both annual and quarterly filings from SEC forms 10K and 10Q, and company issued press releases. Subsequent restatements and/or amendments are captured and archived separately, providing true point-in-time data for back-testing and the full restated statements for current analysis.

Preliminary Data: When companies issue their earnings press releases Zacks captures the data on the day of the press release. This preliminary data is populated in the primary fundamental database until it is overwritten when the actual SEC reports are filed.