SEC Reporting Analytics – Demo

Fundamental Financial Performance Analytics for all SEC Edgar filing forms (Form 10-K, Form 10-Q, Form 8-K).

Description:

SEC Reporting Analytics provides a single data set that includes key fundamental financial statement metrics of quarterly Edgar filings for all publicly traded companies to support retail & institutional equities traders, investors, portfolio managers, investment managers, and algorithmic programmers, in their research & analysis of the correlations between various fundamental financial metrics and the corresponding stock price changes over time. The data set can also be used for various purposes including a prospecting platform for business development teams of certain products and services that firms can offer based on target customer prospect criteria.

Table Names:

– “SECREPORTINGANALYTICS”.”PUBLIC”.”SECREPORTINGANALYTICSDEMO”

Table Field Names:

– FY: Fiscal Year Focus (as defined in EFM Ch. 6).
– FP: Fiscal Period Focus (as defined in EFM Ch. 6) within Fiscal Year. The 10-Q for the 1st, 2nd and 3rd quarters would have a fiscal period focus of Q1, Q2 (or H1), and Q3 (or M9) respectively, and a 10-K would have a fiscal period focus of FY.
– NAME: Name of registrant. This corresponds to the name of the legal entity as recorded in EDGAR as of the filing date.
– SIC: The Standard Industrial Classification (SIC) are four-digit codes that categorize the industries that companies belong to based on their business activities. Standard Industrial Classification codes were mostly replaced by the six-digit North American Industry Classification System (NAICS).
– SIC_DESC: The Standard Industrial Classification (SIC) are four-digit codes that categorize the industries that companies belong to based on their business activities. Standard Industrial Classification codes were mostly replaced by the six-digit North American Industry Classification System (NAICS).
– Number_of_Industry_Establishments: Number of Establishments reported that rollup to the SIC Industry code
– Industry_Title: Industry Rollup based on SIC Code
– City: The city of the registrant’s business address.
– State: The state or province of the registrant’s business address, if field countryba is US or CA.
– Symbol: Stock symbol
– Stock_Price_Date: Stock Price Date
– Stock_Price_Open: Stock Price Open
– Stock_Price_High: Stock Price High
– Stock_Price_Low: Stock Price Low
– Stock_Price_Close: Stock Price Close
– & more

Example Use Case:

– Systematically identify companies that meet investment criteria
– Easily identify companies that are prime targets for M&A and resulting share price changes
– Identify companies that are under/over valued based on fundamentals
– Understand correlations between fundamental financial statement metrics and stock price changes over time
– Prospect companies for specific products & services based on key financials (AR/AP Turnover, Operating Margins, Inventory) Analyze trends, across time periods & industries, key corporate performance metrics, equity statements, income statements, balance sheets & cash flows

About the Provider:

SEC Reporting Analytics streamlines research, assessment, and comparison of fundamental financial statement operating metrics and accounting disclosures for all SEC Edgar filing forms (Form 10-K, Form 10-Q, Form 8-K). The platform was developed to support Mutual Funds, Pension Funds, Hedge Funds, Private Equity, Growth Equity, Venture Capital, Institutional and Retail Investors community develop programs and trading strategies that meet investment and target returns. The data set can also be used for various purposes including a prospecting platform for business development teams of certain products and services that firms can offer based on target customer prospect criteria. The platform was developed in 2016 and has since consistently proven to be an accurate and reliable source of quantitative analytics for investment decision making.

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