Sharadar US Fundamentals Data Guide

This page provides an introductory overview of the key features and characteristics of the Sharadar US fundamentals dataset. This documentation is provided by the vendor. For help working with the data in QuantRocket, see the usage guide.

About Sharadar

Sharadar is an independent research and analytics firm founded in 2013. Sharadar specializes in extraction, standardization and organization of financial data from company filings. Sharadar combines people, software and rigorous review processes to generate accurate, professional grade data for professional investors and analysts.

Key features

Updated daily, this database provides up to 20 years of history, for 139 essential fundamental indicators and financial ratios, for more than 14,000 US public companies. This is reference grade fundamental stock data.

  • More than 5,000 active and 7,500 delisted companies.
  • Continuously expanding ticker and indicator coverage, and history extensions.
  • Data including or excluding restatements.
  • Point-in-time dimension to data with time-indexing to the filing date or the fiscal/report period.
  • Includes foreign issuers (ADRs and Canadian) that trade publicly on US markets.
  • Annual, Trailing Twelve month, and Quarterly (domestic-only) datasets available.

Dimensions

There are several different ways to look at company financials over time. We cater for this by offering multiple dimensions to the database.

The two primary dimensions to the database are the As Reported (AR) and Most-Recent Reported (MR) dimensions:

As Reported view (AR):

  • excludes restatements
  • point-in-time view with data time-indexed to the date the form 10 regulatory filing was submitted to the SEC
  • presents data for the latest reporting period at that filing date
  • may include multiple observations in a quarter if more than one filing is made during the quarter
  • on limited occassion may not have any observations in a particular quarter. Sometimes companies are delayed in reporting for up to 18 months. On such occassions they may report multiple documents on the same date to catch up, in which case these datasets will only provide date for the most recent reporting period.
  • most suitable for back-testing

Most-Recent Reported view (MR):

  • includes restatements
  • time indexed to the financial/report period presents the most recently reported data for that reporting period
  • typically suitable for assessing business performance after restatements for mergers/divestitures

In addition there are 3 time dimensions:

  • Annual (Y): Annual observations of one year duration
  • Trailing Twelve Months (T): Quarterly observations of one year duration
  • Quarterly (Q): Quarterly observations of quarterly duration (available only for US domestic companies, unavailable for foreign companies)
DIMENSIONSAS REPORTEDMOST-RECENT REPORTED
AnnualARYMRY
QuarterlyARQMRQ
Trailing Twelve MonthsARTMRT

Methodology

Time-Indexing

As previously noted, the As-Reported dimensions present a point-in-time view with data time-indexed to the date of the form 10 regulatory filing to the SEC. This is in order to more closely align with the date that information was disseminated to the market, and the corresponding market impact. This is is a more accurate measure than the reporting period which the Most-Recent Reported dimensions utilize, which are typically months before the information reaches the market, and subject to restatement. However, it must be noted that the information contained in the form 10 may have been separately disclosed to the market days (or on rare occasion - weeks) earlier under separate form 8 regulatory filing. It is safe to assume that the information would have been available the day after the As-Reported date (at the latest). We source our data from a company's form 10 filing rather than their form 8 filing since the form 8 filings do not consistently contain full consolidated financial statements.

Negative P/E Ratios

Where a company reports negative earnings it's calculated PE (or PE1) ratio will be negative - please be aware of this when filtering for low P/E ratios.

Exception Handling

SHARESWADIL and EPSDIL are not consistently reported by all companies, and there is a higher incidence of non-availability of both these indicators, and the DILUTIONRATIO indicator which is subsequently derived.

Ratios which have zero in the denominator cannot be calculated and will be blank. For example, where a company's trailing twelve month EPS sums to 0.0 the subsequently derived PE1 indicator cannot be calculated. Therefore due to the unavailability of "N/A" values there will be no observation returned. This also applies to ROS, NETMARGIN, PS, PS1, GROSSMARGIN and EBITDAMARGIN for companies that have zero REVENUE. Companies that have zero revenue are generally, but not exclusively, early stage Biotech firms.

Not all companies operate a classified Balance Sheet, approximately 20% of the companies in the database do not, most of which are financial firms. As such: ASSETSC (Current Assets) & LIABILITIESC (Current Liabilities), and the subsequently derived ASSETSNC, LIABILITIESNC, CURRENTRATIO and WORKINGCAPITAL, are not reported for all companies. In addition, companies can change their financial statement presentation and start or stop operating a classified Balance Sheet, therefore there may be gaps in the availability of these indicators.

Newly listed companies may not have the four quarters of reporting history required to calculate the trailing twelve month dimension, therefore the dataset may be blank until this history is available.

On limited occasion Annual and Quarterly financial statement presentation does not conform. For example, sometimes companies only report DEPAMOR, INTEXP and/or TAXEXP annually and not quarterly. In these instances the quarterly values will not sum to the annual values.

FAQs

How soon after a company reports will the database be updated? The database is updated within 24 hours of the form 10 SEC filing, often within 12 hours. Note that companies may report abbreviated financial statements via a separate form 8 SEC filing days or on occasion weeks before the form 10 filing. We do not source our data from the form 8 filing since it does not reliably contain full consolidated financial statements (income statement, balance sheet & cash flow statement).

How are "N/A" values (non-reported items) treated?

Great question - the answer depends on the indicator. For example, if a company has no DEBT on it's balance sheet then this means the value is zero. If a company doesn't report ASSETSC (Current Assets) on it's balance sheet - this does not mean that the value is zero. In this instance the appropriate value is "N/A", however, "N/A" is not presently supported on the platform and therefore nothing is reported on this date. For detail on how N/A values are treated for each indicator please see the individual indicator descriptions (eg REVENUE).

Available Indicators

Income Statement

CodeNameDescriptionUnit type
CONSOLINCConsolidated IncomeThe portion of profit or loss for the period; net of income taxes; which is attributable to the consolidated entity; before the deduction of [NetIncNCI].currency
CORCost of RevenueThe aggregate cost of goods produced and sold and services rendered during the reporting period.currency
DPSDividends per Basic Common ShareAggregate dividends declared during the period for each split-adjusted share of common stock outstanding.USD/share
EBITEarning Before Interest & Taxes (EBIT)Earnings Before Interest and Tax is calculated by adding [TAXEXP] and [INTEXP] back to [NETINC].currency
EBITUSDEarning Before Interest & Taxes (USD)[EBIT] in USD; converted by [FXUSD].USD
EPSEarnings per Basic ShareEarnings per share as calculated and reported by the company. Approximates to the amount of [NetIncCmn] for the period per each [SharesWA].currency/share
EPSDILEarnings per Diluted ShareEarnings per diluted share as calculated and reported by the company. Approximates to the amount of [NetIncCmn] for the period per each [SharesWADil].currency/share
EPSUSDEarnings per Basic Share (USD)[EPS] in USD; converted by [FXUSD].USD/share
GPGross ProfitAggregate revenue [REVENUE] less cost of revenue [COR] directly attributable to the revenue generation activity.currency
INTEXPInterest ExpenseAmount of the cost of borrowed funds accounted for as interest expense.currency
NETINCNet IncomeThe portion of profit or loss for the period; net of income taxes; which is attributable to the parent after the deduction of [NetIncNCI] from [ConsolInc]; and before the deduction of [PrefDivIS].currency
NETINCCMNNet Income Common StockThe amount of net income (loss) for the period due to common shareholders. Typically differs from [NetInc] to the parent entity due to the deduction of [PrefDivIS].currency
NETINCCMNUSDNet Income Common Stock (USD)[NETINCCMN] in USD; converted by [FXUSD].USD
NETINCDISNet Income from Discontinued OperationsAmount of income (loss) from a disposal group; net of income tax; reported as a separate component of income.currency
NETINCNCINet Income to Non-Controlling InterestsThe portion of income which is attributable to non-controlling interest shareholders; subtracted from [ConsolInc] in order to obtain [NetInc].currency
OPEXOperating ExpensesOperating expenses represents the total expenditure on [SGnA]; [RnD] and other operating expense items; it excludes [CoR].currency
OPINCOperating IncomeOperating income is a measure of financial performance before the deduction of [INTEXP]; [TAXEXP] and other Non-Operating items. It is calculated as [GP] minus [OPEX].currency
PREFDIVISPreferred Dividends Income Statement ImpactIncome statement item reflecting dividend payments to preferred stockholders. Subtracted from Net Income to Parent [NetInc] to obtain Net Income to Common Stockholders [NetIncCmn].currency
REVENUERevenuesAmount of Revenue recognized from goods sold; services rendered; insurance premiums; or other activities that constitute an earning process. Interest income for financial institutions is reported net of interest expense and provision for credit losses.currency
REVENUEUSDRevenues (USD)[REVENUE] in USD; converted by [FXUSD].USD
RNDResearch and Development ExpenseA component of [OpEx] representing the aggregate costs incurred in a planned search or critical investigation aimed at discovery of new knowledge with the hope that such knowledge will be useful in developing a new product or service.currency
SGNASelling General and Administrative ExpenseA component of [OpEx] representing the aggregate total costs related to selling a firm's product and services; as well as all other general and administrative expenses. Direct selling expenses (for example; credit; warranty; and advertising) are expenses that can be directly linked to the sale of specific products. Indirect selling expenses are expenses that cannot be directly linked to the sale of specific products; for example telephone expenses; Internet; and postal charges. General and administrative expenses include salaries of non-sales personnel; rent; utilities; communication; etc.currency
SHARESWAWeighted Average SharesThe weighted average number of shares or units issued and outstanding that are used by the company to calculate [EPS]; determined based on the timing of issuance ofshares or units in the period.units
SHARESWADILWeighted Average Shares DilutedThe weighted average number of shares or units issued and outstanding that are used by the company to calculate [EPSDil]; determined based on the timing of issuance of shares or units in the period.units
TAXEXPIncome Tax ExpenseAmount of current income tax expense (benefit) and deferred income tax expense (benefit) pertaining to continuing operations.currency

Cash Flow Statement

CodeNameDescriptionUnit type
CAPEXCapital ExpenditureA component of [NCFI] representing the net cash inflow (outflow) associated with the acquisition & disposal of long-lived; physical & intangible assets that are used in the normal conduct of business to produce goods and services and are not intended for resale. Includes cash inflows/outflows to pay for construction of self-constructed assets & software.currency
DEPAMORDepreciation Amortization & AccretionA component of operating cash flow representing the aggregate net amount of depreciation; amortization; and accretion recognized during an accounting period. As a non-cash item; the net amount is added back to net income when calculating cash provided by or used in operations using the indirect method.currency
NCFNet Cash Flow / Change in Cash & Cash EquivalentsPrincipal component of the cash flow statement representing the amount of increase (decrease) in cash and cash equivalents. Includes [NCFO]; investing [NCFI] and financing [NCFF] for continuing and discontinued operations; and the effect of exchange rate changes on cash [NCFX].currency
NCFBUSNet Cash Flow - Business Acquisitions and DisposalsA component of [NCFI] representing the net cash inflow (outflow) associated with the acquisition & disposal of businesses; joint-ventures;affiliates; and other named investments.currency
NCFCOMMONIssuance (Purchase) of Equity SharesA component of [NCFF] representing the net cash inflow (outflow) from common equity changes. Includes additional capital contributions from share issuances and exercise of stock options; and outflow from share repurchases.currency
NCFDEBTIssuance (Repayment) of Debt SecuritiesA component of [NCFF] representing the net cash inflow (outflow) from issuance (repayment) of debt securities.currency
NCFDIVPayment of Dividends & Other Cash DistributionsA component of [NCFF] representing dividends and dividend equivalents paid on common stock and restricted stock units.currency
NCFFNet Cash Flow from FinancingA component of [NCF] representing the amount of cash inflow (outflow) from financing activities; from continuing and discontinued operations. Principal components of financing cash flow are: issuance (purchase) of equity shares; issuance (repayment) of debt securities; and payment of dividends & other cash distributions.currency
NCFINet Cash Flow from InvestingA component of [NCF] representing the amount of cash inflow (outflow) from investing activities; from continuing and discontinued operations. Principal components of investing cash flow are: capital (expenditure) disposal of equipment [CAPEX]; business (acquisitions) disposition [NCFBUS] and investment (acquisition) disposal [NCFINV].currency
NCFINVNet Cash Flow - Investment Acquisitions and DisposalsA component of [NCFI] representing the net cash inflow (outflow) associated with the acquisition & disposal of investments; including marketable securities and loan originations.currency
NCFONet Cash Flow from OperationsA component of [NCF] representing the amount of cash inflow (outflow) from operating activities; from continuing and discontinued operations.currency
NCFXEffect of Exchange Rate Changes on CashA component of Net Cash Flow [NCF] representing the amount of increase (decrease) from the effect of exchange rate changes on cash and cash equivalent balances held in foreign currencies.currency
SBCOMPShare Based CompensationA component of [NCFO] representing the total amount of noncash; equity-based employee remuneration. This may include the value of stock or unit options; amortizationof restricted stock or units; and adjustment for officers' compensation. As noncash; this element is an add back when calculating net cash generated by operating activities using the indirect method.currency

Balance Sheet

CodeNameDescriptionUnit type
ACCOCIAccumulated Other Comprehensive IncomeA component of [EQUITY] representing the accumulated change in equity from transactions and other events and circumstances from non-owner sources; net of tax effect; at period end. Includes foreign currency translation items; certain pension adjustments; unrealized gains and losses on certain investments in debt and equity securities.currency
ASSETSTotal AssetsSum of the carrying amounts as of the balance sheet date of all assets that are recognized. Major components are [CASHNEQ]; [INVESTMENTS];[INTANGIBLES]; [PPNENET];[TAXASSETS] and [RECEIVABLES].currency
ASSETSCCurrent AssetsThe current portion of [ASSETS]; reported if a company operates a classified balance sheet that segments current and non-current assets.currency
ASSETSNCAssets Non-CurrentAmount of non-current assets; for companies that operate a classified balance sheet. Calculated as the different between Total Assets [ASSETS] and Current Assets [ASSETSC]currency
CASHNEQCash and EquivalentsA component of [ASSETS] representing the amount of currency on hand as well as demand deposits with banks or financial institutions.currency
CASHNEQUSDCash and Equivalents (USD)[CASHNEQ] in USD; converted by [FXUSD].USD
DEBTTotal DebtA component of [LIABILITIES] representing the total amount of current and non-current debt owed. Includes secured and unsecured bonds issued; commercial paper; notes payable; creditfacilities; lines of credit; capital lease obligations; and convertible notes.currency
DEBTCDebt CurrentThe current portion of [DEBT]; reported if the company operates a classified balance sheet that segments current and non-current liabilities.currency
DEBTNCDebt Non-CurrentThe non-current portion of [DEBT] reported if the company operates a classified balance sheet that segments current and non-current liabilities.currency
DEBTUSDTotal Debt (USD)[DEBT] in USD; converted by [FXUSD].USD
DEFERREDREVDeferred RevenueA component of [LIABILITIES] representing the carrying amount of consideration received or receivable on potential earnings that were not recognized as revenue; including sales; license fees; and royalties; but excluding interest income.currency
DEPOSITSDeposit LiabilitiesA component of [LIABILITIES] representing the total of all deposit liabilities held; including foreign and domestic; interest and noninterest bearing. May include demand deposits; saving deposits; Negotiable Order of Withdrawal and time deposits among others.currency
EQUITYShareholders EquityA principal component of the balance sheet; in addition to [LIABILITIES] and [ASSETS]; that represents the total of all stockholders' equity (deficit) items; net of receivables from officers; directors; owners; and affiliates of the entity which are attributable to the parent.currency
EQUITYUSDShareholders Equity (USD)[EQUITY] in USD; converted by [FXUSD].USD
INTANGIBLESGoodwill and Intangible AssetsA component of [ASSETS] representing the carrying amounts of all intangible assets and goodwill as of the balance sheet date; net of accumulated amortization and impairment charges.currency
INVENTORYInventoryA component of [ASSETS] representing the amount after valuation and reserves of inventory expected to be sold; or consumed within one year or operating cycle; if longer.currency
INVESTMENTSInvestmentsA component of [ASSETS] representing the total amount of marketable and non-marketable securties; loans receivable and other invested assets.currency
INVESTMENTSCInvestments CurrentThe current portion of [INVESTMENTS]; reported if the company operates a classified balance sheet that segments current and non-current assets.currency
INVESTMENTSNCInvestments Non-CurrentThe non-current portion of [INVESTMENTS]; reported if the company operates a classified balance sheet that segments current and non-current assets.currency
LIABILITIESTotal LiabilitiesSum of the carrying amounts as of the balance sheet date of all liabilities that are recognized. Principal components are [DEBT]; [DEFERREDREV]; [PAYABLES];[DEPOSITS];and [TAXLIABILITIES].currency
LIABILITIESCCurrent LiabilitiesThe current portion of [LIABILITIES]; reported if the company operates a classified balance sheet that segments current and non-current liabilities.currency
LIABILITIESNCLiabilities Non-CurrentThe non-current portion of [LIABILITIES]; reported if the company operates a classified balance sheet that segments current and non-current liabilities.currency
PAYABLESTrade and Non-Trade PayablesA component of [LIABILITIES] representing trade and non-trade payables.currency
PPNENETProperty Plant & Equipment NetA component of [ASSETS] representing the amount after accumulated depreciation; depletion and amortization of physical assets used in the normal conduct of business to produce goods and services and not intended for resale.currency
RECEIVABLESTrade and Non-Trade ReceivablesA component of [ASSETS] representing trade and non-trade receivables.currency
RETEARNAccumulated Retained Earnings (Deficit)A component of [EQUITY] representing the cumulative amount of the entities undistributed earnings or deficit. May only be reported annually by certain companies; rather than quarterly.currency
TAXASSETSTax AssetsA component of [ASSETS] representing tax assets and receivables.currency
TAXLIABILITIESTax LiabilitiesA component of [LIABILITIES] representing outstanding tax liabilities.currency

Metrics

CodeNameDescriptionUnit type
ASSETSAVGAverage AssetsAverage asset value for the period used in calculation of [ROE] and [ROA]; derived from [ASSETS].currency
ASSETTURNOVERAsset TurnoverAsset turnover is a measure of a firms operating efficiency; calculated by dividing [REVENUE] by [ASSETSAVG]. Often a component of [DUPONTROE] analysis.%
BVPSBook Value per ShareMeasures the ratio between [EQUITY] and [SHARESWA].currency/share
CURRENTRATIOCurrent RatioThe ratio between [ASSETSC] and [LIABILITIESC]; for companies that operate a classified balance sheet.ratio
DEDebt to Equity RatioMeasures the ratio between [LIABILITIES] and [EQUITY].ratio
DIVYIELDDividend YieldDividend Yield measures the ratio between a company's [DPS] and its [PRICE].%
EBITDAEarnings Before Interest Taxes & Depreciation Amortization (EBITDA)EBITDA is a non-GAAP accounting metric that is widely used when assessing the performance of companies; calculated by adding [DEPAMOR] back to [EBIT].currency
EBITDAMARGINEBITDA MarginMeasures the ratio between a company's [EBITDA] and [REVENUE].%
EBITDAUSDEarnings Before Interest Taxes & Depreciation Amortization (USD)[EBITDA] in USD; converted by [FXUSD].USD
EBTEarnings before TaxEarnings Before Tax is calculated by adding [TAXEXP] back to [NETINC].currency
EQUITYAVGAverage EquityAverage equity value for the period used in calculation of [ROE]; derived from [EQUITY].currency
EVEnterprise ValueEnterprise value is a measure of the value of a business as a whole; calculated as [MARKETCAP] plus [DEBTUSD] minus [CASHNEQUSD].USD
EVEBITEnterprise Value over EBITMeasures the ratio between [EV] and [EBITUSD].ratio
EVEBITDAEnterprise Value over EBITDAMeasures the ratio between [EV] and [EBITDAUSD].ratio
FCFFree Cash FlowFree Cash Flow is a measure of financial performance calculated as [NCFO] minus [CAPEX].currency
FCFPSFree Cash Flow per ShareFree Cash Flow per Share is a valuation metric calculated by dividing [FCF] by [SHARESWA].currency/share
FXUSDForeign Currency to USD Exchange RateThe exchange rate used for the conversion of foreign currency to USD for non-US companies that do not report in USD.ratio
GROSSMARGINGross MarginGross Margin measures the ratio between a company's [GP] and [REVENUE].%
INVCAPInvested CapitalInvested capital is an input into the calculation of [ROIC]; and is calculated as: [DEBT] plus [ASSETS] minus [INTANGIBLES] minus [CASHNEQ] minus [LIABILITIESC]. Please notethis calculation method is subject to change.currency
INVCAPAVGInvested Capital AverageAverage invested capital value for the period used in the calculation of [ROIC]; and derived from [INVCAP]. Invested capital is an input into the calculation of [ROIC]; and is calculated as: [DEBT] plus [ASSETS] minus [INTANGIBLES] minus [CASHNEQ] minus [LIABILITIESC]. Please note this calculation method is subject to change.currency
MARKETCAPMarket CapitalizationRepresents the product of [SHARESBAS]; [PRICE] and [SHAREFACTOR].USD
NETMARGINProfit MarginMeasures the ratio between a company's [NETINCCMN] and [REVENUE].%
PAYOUTRATIOPayout RatioThe percentage of earnings paid as dividends to common stockholders. Calculated by dividing [DPS] by [EPSUSD].%
PBPrice to Book ValueMeasures the ratio between [MARKETCAP] and [EQUITYUSD].ratio
PEPrice Earnings (Damodaran Method)Measures the ratio between [MARKETCAP] and [NETINCCMNUSD]ratio
PE1Price to Earnings RatioAn alternative to [PE] representing the ratio between [PRICE] and [EPSUSD].ratio
PSPrice Sales (Damodaran Method)Measures the ratio between a companies [MARKETCAP] and [REVENUEUSD].ratio
PS1Price to Sales RatioAn alternative calculation method to [PS]; that measures the ratio between a company's [PRICE] and it's [SPS].ratio
ROAReturn on Average AssetsReturn on assets measures how profitable a company is [NETINCCMN] relative to its total assets [ASSETSAVG].%
ROEReturn on Average EquityReturn on equity measures a corporation's profitability by calculating the amount of [NETINCCMN] returned as a percentage of [EQUITYAVG].%
ROICReturn on Invested CapitalReturn on Invested Capital is ratio estimated by dividing [EBIT] by [INVCAPAVG]. [INVCAP] is calculated as: [DEBT] plus [ASSETS] minus [INTANGIBLES] minus [CASHNEQ] minus [LIABILITIESC]. Please note this calculation method is subject to change.%
ROSReturn on SalesReturn on Sales is a ratio to evaluate a company's operational efficiency; calculated by dividing [EBIT] by [REVENUE]. ROS is often a component of [DUPONTROE].%
SPSSales per ShareSales per Share measures the ratio between [REVENUEUSD] and [SHARESWA].USD/share
TANGIBLESTangible Asset ValueThe value of tangibles assets calculated as the difference between [ASSETS] and [INTANGIBLES].currency
TBVPSTangible Assets Book Value per ShareMeasures the ratio between [TANGIBLES] and [SHARESWA].currency/share
WORKINGCAPITALWorking CapitalWorking capital measures the difference between [ASSETSC] and [LIABILITIESC].currency

Entity

CodeNameDescriptionUnit type
CALENDARDATECalendar DateCalendar Date is a column field available in the new datatable API which represents the normalized [REPORTPERIOD]. For example; if the report period is "2015-09-26"; the calendar date will be "2015-09-30" for quarterly and trailing-twelve-month dimensions (ARQ;MRQ;ART;MRT); and "2015-12-31" for annual dimensions (ARY;MRY). This is useful when collating data across multiple companies that may have different fiscal periods.date (YYYY-MM-DD)
DATEKEYDate KeyDate Key is a column field available in the new datatable API which represents the SEC filing date for AR dimensions (ARQ;ART;ARY); and the [REPORTPERIOD] for MR dimensions (MRQ;MRT;MRY). In addition; this is the observation date used for [PRICE] based data such as [MARKETCAP]; [PRICE] and [PE].date (YYYY-MM-DD)
DIMENSIONDimensionDimension is a column field available in the new datatable API which allow you to take different dimensional views of data over time. ARQ: Quarterly; excluding restatements; MRQ: Quarterly; including restatements; ARY: annual; excluding restatements; MRY: annual; including restatements; ART: trailing-twelve-months; excluding restatements; MRT: trailing-twelve-months; including restatements.text
LASTUPDATEDLast Updated DateLast Updated is a column field available in the new datatable API which represents the last date that this database entry was updated; which is useful to users when updating their local records.date (YYYY-MM-DD)
PRICEShare Price (Adjusted Close)The price per common share adjusted for stock splits but not adjusted for dividends; used in the computation of [PE1]; [PS1]; [DIVYIELD] and [SPS].USD/share
REPORTPERIODReport PeriodReport Period is a column field in the new datatable API which represents the end date of the fiscal period. It is equivalent to value in the [FILINGDATE] datasets available under the old API.date (YYYY-MM-DD)
SHAREFACTORShare FactorShare factor is a multiplicant in the calculation of [MARKETCAP] and is used to adjust for: American Depository Receipts (ADRs) that represent more or less than 1 underlying share; and; companies which have different earnings share for different share classes (eg Berkshire Hathaway - BRKB).ratio
SHARESBASShares (Basic)The number of shares or other units outstanding of the entity's capital or common stock or other ownership interests; as stated on the cover of related periodic report (10-K/10-Q); after adjustment for stock splits.units