US Company Fundamentals

Financial fundamentals for the S&P 500 - both ANNUAL (10-K) and QUARTERLY (10-Q) periods - parsed straight from SEC EDGAR XBRL company facts. A full 25-line financial picture: revenue, cost of revenue, gross profit, R&D and SG&A expense, operating income, interest expense, income tax, net income, depreciation & amortization, operating cash flow, capital expenditure and dividends paid; plus the balance sheet - total/current assets and liabilities, inventory, receivables, PP&E, goodwill, stockholders' equity, cash, long-term debt and shares outstanding - PLUS computed ratios: gross/net/operating margin, ROE, ROA, current ratio, debt-to-equity, R&D & capex intensity, cash-flow margin and revenue growth YoY. One tidy long table, de-duplicated to the latest-filed value per company, metric and fiscal period, with a point-in-time filing date on every row. The fundamentals reference table that joins to any price feed by ticker.

What's included

• The full S&P 500 universe (~500 companies) - full available filing history per company
• BOTH annual (10-K / FY) and quarterly (10-Q / Q1-Q4) periods, classified by reporting duration
• 24 raw fundamentals across income statement, cash-flow statement AND balance sheet - revenue, cost of revenue, gross/operating income, R&D, SG&A, interest, tax, net income, D&A, operating cash flow, capex, dividends, assets/liabilities, inventory, receivables, PP&E, goodwill, equity, cash, long-term debt, shares outstanding
• 10 computed ratios + revenue growth YoY: gross/net/operating margin, ROE, ROA, current ratio, debt-to-equity, R&D intensity, capex intensity, cash-flow margin
• Tidy LONG shape - one row per (company, metric, fiscal period); easy to pivot/join
• De-duplicated to the latest-filed value per (cik, metric, period_end, fiscal_period)
• Public domain (U.S. SEC EDGAR) - issuer facts only, no personal data
• Source: U.S. Securities and Exchange Commission (EDGAR)

Schema

Sample & preview

Every purchase ships as Apache Parquet with a data dictionary and the full QC report. A free sample (first rows + schema) is downloadable here - confirm fit before you buy. Source: SEC EDGAR (redistributable open data; attribution passes through - see our Licence).

import pandas as pd
df = pd.read_parquet("us-company-fundamentals_sample.parquet")
df.info()   # typed columns, gap-aware, ready to join