We don’t just create better data for the sake of better data. We do the hard work that most won’t because superior fundamental data drives real alpha in the market.

How To Get Superior Fundamental Data

Creating a dataset of superior fundamental data starts in the darkest corners of financial filings: the footnotes.

Reported earnings don’t tell the whole story of a company’s profits. Everyone says they want the truth, but few do the work to get it. The problem is that getting the truth has become too expensive. Who has time to read 300+ page 10-Ks and 10-Qs, analyze all the footnotes, and do proper diligence?

We do.

Best of all, we’re entirely transparent about our work. We’ve published 30+ white papers on the accounting adjustments we make to eliminate loopholes in GAAP accounting. Below are just two examples:

  1. Closing A New Accounting Loophole: Residual Value Guarantees
  2. The Impacts of Variable and Not-Yet-Commenced Leases

Applying Diligence at Scale

We leverage our Robo-Analyst AI to apply true diligence across 10,000+ stocks, ETFs, and mutual funds.

Armed with this superior fundamental data, we derive insights that drive real alpha.

In fact, Google Cloud chose us for building FinSights, an AI Agent for Investing, because we are the ONLY source of accurate financial data and analytics that verifiably produce alpha in the stock market. Don’t take our word for it, watch the FinSights Showcase from Google Cloud Next 2026 here.

The Real Proof is in Performance

Ultimately, investors care about performance. Does reading footnotes, reversing accounting distortions, and uncovering the truth in filings really matter?

Yes, superior fundamental data drives alpha. Want proof?

Our stock picks have ranked #1 in multiple categories on SumZero for 59 consecutive months.

We’ve developed indices with Bloomberg’s Index Licensing Group. All three are outperforming the S&P 500 over the past five years through May 8, 2026. 

  1. The Bloomberg New Constructs Core Earnings Leaders Index (ticker: BCORET:IND), which allocates based on Earnings Capture and Core Earnings, beat the S&P 500 by 27% over the past five years. The Index (ticker: BCORET:IND) was up 104% while the S&P 500 was up 77%.
  2. The Bloomberg New Constructs Ratings VA-1 Index (ticker: BNCVA1T:IND), which allocates to stocks that get a Very Attractive rating by our AI Agent for Investing, beat the S&P 500 by 7% over the last five years.
  3. The Bloomberg New Constructs 500 Index (ticker: B500NCT:IND), which weights the largest 500 U.S. companies by Core Earnings instead of market cap, beat the S&P 500 by 21% over the past five years.

Additionally, independent studies from highly respected institutions validate our data, models, and stock ratings.

  • The Journal of Financial Economics, a top peer-reviewed journal, proves how our Robo-Analyst technology overcomes material shortcomings in legacy data firms to provide superior fundamental data, earnings models, and research. More details.
  • Ernst & Young features the superiority of our ROIC, NOPAT and Invested Capital research when compared to Capital IQ & Bloomberg’s in Getting ROIC Right. See the Appendix for direct comparison details.
  • Robo-Analysts’ stock ratings outperform those from human analysts as shown in this paper from Harvard Business School & Indiana’s Kelley School of Business. More details here. Bloomberg features the paper here.

You Deserve Research You Can Trust

Stop investing based on misleading data and start seeing what’s real with a system proven to outperform the market.

We built a tool that bundles our superior fundamental data with an easy-to-understand stock rating system. Look no further.

This article was originally published on May 13, 2026.

Disclosure: David Trainer and Kyle Guske II receive no compensation to write about any specific stock, sector, style, or theme.

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