Historical Financial Data
Research-ready historical datasets for fundmental analysis
For historical financial statement data, we collect and harmonize quarterly Income Statement, Balance Sheet and Cash Flow statement data for over 5500 US companies. Over 30 years history starting 1989.
To supplement the data from filings we calculate valuation metrics such as market capitalization, enterprise value as well as financial ratios such a price/earnings, debt/equity, inventory turnover etc.
In addition, to financial statements, we also provide historical dividend data as well as splits for all US stocks. For major US indices, we provide historical changes to indicies such as S&P 500, Dow Jones Industrials and Nasdaq 100.
Featured Recent Updates
| Company | Period End | Release Date |
|---|---|---|
| JPMorgan Chase & Co. (JPM) | 2024-Mar-31 | 2024-03-31 |
| Zoom Video Communications, (ZM) | 2024-Jan-31 | 2024-03-04 |
| Berkshire Hathaway Class B (BRK.B) | 2023-Dec-31 | 2024-02-26 |
| NVIDIA (NVDA) | 2024-Jan-28 | 2024-02-21 |
| Cisco Systems, (CSCO) | 2024-Jan-27 | 2024-02-20 |
| Caterpillar (CAT) | 2023-Dec-31 | 2024-02-16 |
| JPMorgan Chase & Co. (JPM) | 2023-Dec-31 | 2024-02-16 |
| Airbnb, (ABNB) | 2023-Dec-31 | 2024-02-16 |
| Uber Technologies, (UBER) | 2023-Dec-31 | 2024-02-15 |