Public Company Financials

Peruse our Public Company Financials dataset, pulled directly from the U.S. Securities and Exchange Commission, presented in a simple tabular format.

• Screen stocks for investing by identifying high-quality signals of future performance.

• Understand market trends by industry and geography.

• Train machine learning models to predict company performance.

Historical financial performance of public companies is publicly available, but buried in verbose SEC filings, clunky user interfaces, and complicated APIs. We provide an easy way to access and analyze that information with minimal preprocessing.

Data is refreshed daily at midnight PST.

DATA DICTIONARY

quarterly_report

Each row of this table represents a company’s core financial metrics for a given quarter. All metrics are pulled directly from the SEC’s xbrl/frames API, with two exceptions:

• stockholders_equity is derived from total_assets, total_liabilities, and total_liabilities_stockholders_equity using the fundamental balance sheet equation. This equation is also used to fill in other balance sheet metrics missing from the API, when possible.
• cash_flow is derived by subtracting the company’s previous quarter’s cash from the current quarter’s cash, when available.

Column	Data type	Description	Example
cik	integer	SEC’s Central Index Key company identifier	320193
name	string	Company name	Apple Inc.
country	string	Company’s country name	United States of America (the)
state	string	Company’s US state or Canadian province name	California
sic_code	integer	Company’s Standard Industrial Classification code	3571
industry	string	Company’s industry name	ELECTRONIC COMPUTERS
industry_group	string	Company’s industry group name	INDUSTRIAL AND COMMERCIAL MACHINERY AND COMPUTER EQUIPMENT
industry_division	string	Company’s industry division name	MANUFACTURING
frame	string	Calendar period most closely aligned with the quarterly report	CY2024Q1
year	integer	Year of the frame	2024
quarter	integer	Quarter of the frame	1
cash	float	Company’s cash and cash equivalents at carrying value in USD at end-of-quarter	3.2695E10
current_assets	float	Company’s current assets in USD at end-of-quarter	1.28416E11
current_liabilities	float	Company’s current liabilities in USD at end-of-quarter	1.23822E11
total_assets	float	Company’s total assets in USD at end-of-quarter	3.37411E11
total_liabilities	float	Company’s total liabilities in USD at end-of-quarter	2.63217E11
total_liabilities_stockholders_equity	float	Company’s total liabilities plus stockholders equity in USD at end-of-quarter	3.37411E11
stockholders_equity	float	Company’s stockholders equity in USD at end-of-quarter	7.4194E10
net_income	float	Company’s net income accrued during the quarter	2.3636E10
cash_flow	float	Company’s cash and cash equivalents at carrying value accrued during the quarter	-8.065E9

company_fact

This table is used to construct quarterly_report and is meant to serve as a reference to the source data, if needed. Data in this table is pulled directly from the SEC’s xbrl/frames API. Each row represents a fact reported by a company during a given frame. Facts with a period_start_date are only included if their period length is between 89-91 days to ensure consistency.

Column	Data type	Description	Example
cik	integer	SEC’s Central Index Key company identifier	320193
frame	string	Calendar period most closely aligned with the quarterly report	CY2024Q1
period_start_date	date	Start date of the reporting period for accrual accounting like net income	2023-12-31
period_end_date	date	End date of the reporting period	2024-03-30
tag	string	Name of the fact as recorded in the SEC’s XBRL APIs	NetIncomeLoss
units	string	The units in which the fact was reported	USD
val	float	The fact’s reported value	2.3636E10
sec_filing_url	string	URL of the SEC filing in which the fact was reported	https://www.sec.gov/Archives/edgar/data/320193/0000320193-24-000069-index.htm
year	integer	Year of the frame	2024
quarter	integer	Quarter of the frame	1

company_ticker

This table provides a mapping between a company’s CIK and any of its stock tickers, according to the SEC. Note that not all companies in company_fact are included in this table.

Column	Data type	Description	Example
cik	integer	SEC’s Central Index Key company identifier	320193
ticker	string	Company’s stock ticker	CY2024Q1