A New Paradigm For Fundamental Data

For 5,000+ U.S. Exchange-traded stocks, 650+ ETFs and 7,050+ mutual funds with history back to 1998.

Traditional Value Screens - with better data

Get better data for your models.

Price-to-Earnings

Price-to-Book

ROE

Return on Assets

...and more

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Enhanced Value Screens

Try our enhanced factors in place of traditional screens.

Reconciliation & Adjustments

See the adjustments that reconcile our Enhanced Value factors with traditional factors.

Reported Fundamental Data

Better data starts with getting the basics right.

Income Statement

Balance Sheet

Cash Flow Statement

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Investment Ratings

Overall and Component Risk/Reward Investment Ratings on stocks, ETFs and mutual funds. Ratings are updated daily.

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Sector & Industry Datasets

Data and metrics from aggregating our models for all the stocks in Industries and Sectors.

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ROIC – Variations

We empower clients to calculate ROIC however they wish - with the best possible data.

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Economic Book Value Details

Get the data behind this calculation.

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