It is not so often that one can find fundamental data of companies on which it would be possible to accurately assess the value of a company.

So I decided to use yahoo_fin api to collect some fundamentals of 48 companies from the S&P 500 index.

The content of indicators in each table: - total assets. - cash. - stockholder equity. - profit. - revenue. - return on equity, return on assets, profit margin. - trailing P/E, P/S, P/B, PEG, forward P/E.

In addition, the dataset has prices for all stocks for four years.

Observe the business information of the listed companies and gain further insights into corporate governance status.

This dataset contains US stocks fundamental data, such as income statement, balance sheet and cash flows.

• 12,129 companies
• 8,526 unique indicators
• ~20 indicators comparable across most companies
• Five years of data, yearly

The data is provided by http://usfundamentals.com.

Don't forget to upvote in case the provided data was helpful.

Context

45 financial metrics and ratios of every company included in the Nasdaq-100 stock market index (as of 09/2021) for the last five fiscal years. Some metrics or ratios might not be calculated, depending on the company's profitability [...].

Inspiration

The dataset offers a vast variety of possibilities for data exploration, data preparation and visualization, classification or clustering of the different companies, and the prediction of future developments of certain metrics and ratios.

Covered Metrics and Ratios

Besides the stock symbol, the company name and the respective GICS sector and GICS subsector classification, the datasets comprises information about (1) Asset Turnover, (2) Buyback Yield, (3) CAPEX to Revenue, (4) Cash Ratio, (5) Cash to Debt, (6) COGS to Revenue, (7) Beneish M-Score, (8) Altman Z-Score, (9) Current Ratio, (10) Days Inventory, (11) Debt to Equity, (12) Debt to Assets, (13) Debt to EBITDA, (14) Debt to Revenue, (15) E10 (by Prof. Robert Shiller), (16) Effective Interest Rate, (17) Equity to Assets, (18) Enterprise Value to EBIT, (19) Enterprise Value to EBITDA, (20) Enterprise Value to Revenue, (21) Financial Distress, (22) Financial Strength, (23) Joel Greenblatt Earnings Yield (by Joel Greenblatt), (24) Free Float Percentage, (25) Piotroski F-Score, (26) Goodwill to Assets, (27) Gross Profit to Assets, (28) Interest Coverage, (29) Inventory Turnover, (30) Inventory to Revenue, (31) Liabilities to Assets, (32) Long-term Debt to Assets, (33) Price-to-Book-Ratio, (34) Price-to-Earnings-Ratio, (35) Price-to-Earnings-Ratio (Non-Recurring Items), (36) Price-Earnings-Growth-Ratio, (37) Price-to-Free-Cashflow, (38) Price-to-Operating-Cashflow, (39) Predictability, (40) Profitability, (41) Rate of Return, (42) Scaled Net Operating Assets, (43) Year-over-Year EBITDA Growth, (44) Year-over-Year EPS Growth, (45) Year-over-Year Revenue Growth

Note, that the dates defining a fiscal year may vary from company to company.

Acknowledgements

The contents are provided by wikipedia.de and gurufocus.com from where the data was scraped.

WVB’s Global Fundamentals Dossier provides over 200 standardized financial and non-financial data points for 76,000 active public companies across 219 countries. Data is harmonized across accounting standards, industries, and geographies, enabling seamless global comparative analysis.

Data Attributes • Coverage: 76,000+ global public industrial companies • Geographies: 219 countries, including Asia, Europe, MENA, and North America • History: Up to 10 years of annual, interim, and quarterly data • Data Items: 200+ harmonized fundamental metrics and ratios • Statement Periods: Annual and quarterly • Sources: Audited company reports, interim filings, and official publications

Data Includes Financial Information • Income statement, Balance sheet, and Cash flow. • Key financial ratios and growth metrics • Sales breakdowns by business line and geography (where available)

Non-Financial Information • Company overview and business description • Current executives, directors, and auditors • Key competitors and major shareholders

Key Benefits Standardized financials across an array of markets: Supports robust comparative analysis of companies worldwide. • Analyst-verified: Sourced from audited filings, each report is meticulously curated by WVB’s regional data specialists. • Global Coverage: Includes comprehensive data on listed industrial companies across all regions. • Data Insights: Provides up to 10 years of historical data for trend analysis and performance evaluation.

Ideal For: • Banks (e.g., credit risk, investment research & corporate finance) • Academic institutions • Corporations • Government Institutions • Third-party SaaS platforms

Note: For Financial Institution data, please refer to WVB’s Bank Trader database.

The basic corporate information is data that provides an overview of each company, status of affiliates, and information on subsidiaries to be connected based on the corporate registration number or company name. The main items include the company name, representative, date of establishment, industry, number of employees, main business, whether affiliates are listed, and key information on subsidiaries (address, business content, asset size, basis for governance, etc.), and can be searched at any point in time using the base date. This data can be used to understand the structure and relationships between not only individual companies but also corporate groups, so it can be used for corporate financial analysis, interpretation of affiliate structures, and analysis of governance structures.

Top 20 Large-Cap North America Independent Exploration and Production (E&P) Companies: Financial & Operational Fundamental Analysis and Benchmarking is the latest report from GlobalData, that offers comprehensive information on the operational and financial performance of large North American independent E&P companies. The report benchmarks and analyzes large North America independent E&P companies on various operational and financial parameters. The report is an essential source for key operational data, analysis and strategic insights into companies. It provides detailed information on the key operational and financial parameters for the last five years. It also highlights the top ranked company on various operational and financial parameters such as proved oil & gas reserves, production, capital expenditures, F&D costs, acreage, performance metrics, and results of oil & gas operations. Read More

Gain earnings forecast information and financial statements for all listed companies in Japan, with LSEG's Toyo Keizai Estimates and Fundamentals.

Basic data about companies for reuse within the public sector. There are two ways to use the service. With indirect reuse, information is made available to a representative of the company which is then passed on to the authority in question. With direct reuse the authority can fetch the information without authorisation from a company representative. Information is retrieved realtime from Bolagsverket, Skatteverket and SCB. Limitations apply in both usage patterns about which authorities can fetch which information, and usage is regulated through agreements. See Bolagsverkets website for more information.

Sale-Or-Purchase-of-Stock Time Series for Aberforth Smaller Companies Trust PLC. Aberforth Smaller Companies Trust Plc is a closed-ended equity mutual fund launched and managed by Aberforth Partners LLP. The fund invests in public equity markets of the United Kingdom. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of small-cap companies. It employs fundamental analysis with both bottom-up and top-down stock picking approaches with the focus on factors like businesses financial statements and assessment of their market positions to create its portfolio. The fund benchmarks the performance of its portfolio against the Numis Smaller Companies Index (Excluding Investment Companies). Aberforth Smaller Companies Trust Plc was formed on December 10, 1990 and is domiciled in the United Kingdom.

Free-Cash-Flow-To-Equity Time Series for Aberforth Smaller Companies Trust PLC. Aberforth Smaller Companies Trust Plc is a closed-ended equity mutual fund launched and managed by Aberforth Partners LLP. The fund invests in public equity markets of the United Kingdom. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of small-cap companies. It employs fundamental analysis with both bottom-up and top-down stock picking approaches with the focus on factors like businesses financial statements and assessment of their market positions to create its portfolio. The fund benchmarks the performance of its portfolio against the Numis Smaller Companies Index (Excluding Investment Companies). Aberforth Smaller Companies Trust Plc was formed on December 10, 1990 and is domiciled in the United Kingdom.

Summary Top 20 North America Independent Exploration & Production (E&P) Companies: Financial & Operational Fundamental Analysis and Benchmarking-2014 is the latest report from GlobalData, the industry analysis specialists, that offers comprehensive information on the operational and financial performance of Top 20 North America Independent Exploration & Production (E&P) Companies. The report benchmarks and analyzes Top 20 North America Independent Exploration & Production Companies on various operational and financial parameters. The report is an essential source for key operational data, analysis and strategic insights into companies. It provides detailed information on the key operational and financial parameters for the last five years. It also highlights the top ranked company on various operational and financial parameters such as proved oil and gas reserves, production, costs incurred, acreage & wells, performance metrics, results of oil and gas operations and financial metrics. Proved oil and gas Reserves of the Top 20 North America Independent Exploration & Production (E&P) Companies increased in 2013, up from 38.14 billion barrels of oil equivalent (boe) in 2009 to 45.10 billion boe in 2013. ConocoPhillips had the highest proved oil and gas reserves of 8,921 mmboe among the Top 20 North America Independent Exploration & Production (E&P) Companies. The company's proved reserves increased at a growth of 3% from 8,642 mmboe in 2012 to 8,921 mmboe in 2013. Read More

Context

This dataset is a playground for fundamental and technical analysis. It is said that 30% of traffic on stocks is already generated by machines, can trading be fully automated? If not, there is still a lot to learn from historical data.

Content

Dataset consists of following files:

• prices.csv: raw, as-is daily prices. Most of data spans from 2010 to the end 2016, for companies new on stock market date range is shorter. There have been approx. 140 stock splits in that time, this set doesn't account for that.
• prices-split-adjusted.csv: same as prices, but there have been added adjustments for splits.
• securities.csv: general description of each company with division on sectors
• fundamentals.csv: metrics extracted from annual SEC 10K fillings (2012-2016), should be enough to derive most of popular fundamental indicators.

Acknowledgements

Prices were fetched from Yahoo Finance, fundamentals are from Nasdaq Financials, extended by some fields from EDGAR SEC databases.

Inspiration

Here is couple of things one could try out with this data:

• One day ahead prediction: Rolling Linear Regression, ARIMA, Neural Networks, LSTM
• Momentum/Mean-Reversion Strategies
• Security clustering, portfolio construction/hedging

Which company has biggest chance of being bankrupt? Which one is undervalued (how prices behaved afterwards), what is Return on Investment?

WVB Quickview delivers 15 core financial statement items and five key financial ratios for over 76,000 active public industrial companies across 219 countries. The dataset represents 99.9% of all listed companies worldwide and nearly 100% of total global market capitalization. All data is standardized and harmonized across geographies and accounting standards, enabling seamless industry comparison.

Data Overview • Coverage: 76,000+ active global industrial / non-financial companies • Geographic Scope: 219 countries across Asia, Europe, MENA, and North America • Historical Depth: Up to 3 years of annual financial data • Representation: Covers nearly the entire publicly listed company universe

Data Structure Financial Information • Up to 3 years of harmonized annual data from income statements and balance sheets • 15 essential data items • 8 key financial ratios for quick financial performance insights

Non-Financial Information: • Concise business description • Up to 5 current officers and directors • Current auditor details

Data Quality • Standardized: Consistent presentation across accounting frameworks and regions • Verified: Compiled by trained financial analysts from audited annual and interim reports. • Comparable: Enables benchmarking and peer analysis across markets

Use Cases • Global equity screening and benchmarking • Financial modeling and valuation • Quantitative research • Market and credit risk assessment

Hungary had the largest share of enterprises using data analytics among Central and Eastern European (CEE) countries, at over 53 percent in 2024. To compare, in Slovenia, around 19 percent of businesses used data analytics tools.

This analysis presents a rigorous exploration of financial data, incorporating a diverse range of statistical features. By providing a robust foundation, it facilitates advanced research and innovative modeling techniques within the field of finance.

LOW Lowe's Companies Inc. Common Stock

Financial data:

• Historical daily stock prices (open, high, low, close, volume)

• Fundamental data (e.g., market capitalization, price to earnings P/E ratio, dividend yield, earnings per share EPS, price to earnings growth, debt-to-equity ratio, price-to-book ratio, current ratio, free cash flow, projected earnings growth, return on equity, dividend payout ratio, price to sales ratio, credit rating)

• Technical indicators (e.g., moving averages, RSI, MACD, average directional index, aroon oscillator, stochastic oscillator, on-balance volume, accumulation/distribution A/D line, parabolic SAR indicator, bollinger bands indicators, fibonacci, williams percent range, commodity channel index)

Machine learning features:

• Feature engineering based on financial data and technical indicators

• Sentiment analysis data from social media and news articles

• Macroeconomic data (e.g., GDP, unemployment rate, interest rates, consumer spending, building permits, consumer confidence, inflation, producer price index, money supply, home sales, retail sales, bond yields)

Potential Applications:

• Stock price prediction

• Portfolio optimization

• Algorithmic trading

• Market sentiment analysis

• Risk management

Use Cases:

• Researchers investigating the effectiveness of machine learning in stock market prediction

• Analysts developing quantitative trading Buy/Sell strategies

• Individuals interested in building their own stock market prediction models

• Students learning about machine learning and financial applications

Additional Notes:

• The dataset may include different levels of granularity (e.g., daily, hourly)

• Data cleaning and preprocessing are essential before model training

• Regular updates are recommended to maintain the accuracy and relevance of the data

Heard of possibility of Nordstrom being a private company?! In fashionable terms, its called Management Buyout (MBO). I analyzed the merger of the mega consumer retailer Nordstrom with Liverpool. Liverpool is a mega department store operating in Mexico and also operates brands under the Banana Republic, GAP, Pottery Barn, West Elm, and Williams-Sonoma names. Nordstrom has been a heavily undervalued and low performing company. The merger intends to privatize Nordstrom to seize growth opportunities in an efficient manner. One of the challenges in the analysis was forecasting revenue of Nordstrom. Detailed analysis has been conducted to determine the growth drivers of Nordstrom and forecast the revenues with post-merger effects. While the acquisition is valued at $24.25 per share, the analysis provides insights that the acquisition price is only close to the highest 52-week price. Read on for synergies and valuations conducted playing to the strengths of these two mega companies.

Free Public Data Product

Note The dates shown below relate to when the link has been added to data.gov.uk. The link references the latest data set as detailed below

What is it?

The Free Public Data Product is a downloadable data snapshot containing basic company data of live companies on the register. This snapshot is provided as ZIP files containing data in CSV format and is split into multiple files for ease of downloading.

This snapshot is provided free of charge and will not be supported.

When will it be updated?

The latest snapshot will be updated within 5 working days of the previous month end.

Additional Information

The contents of the snapshot have been compiled up to the end of the previous month.

Up-to-date company information can be obtained by following the URI links in the data. More details on URIs

If files are viewed with Microsoft Excel, it is recommended that you use version 2007 or later.

The Free Company Data Product is a downloadable data snapshot containing basic company data of live companies on the register. This snapshot is provided as ZIP files containing data in CSV format and is split into multiple files for ease of downloading. This snapshot is provided free of charge and will not be supported.