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Access.Analyze.Compare.

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All data has been fully normalized by industry group, allowing for apples-to-apples comparisons between companies across industries. Our coverage scope is continually expanding and includes 90+ indicators and at least 5 years of data on all U.S. exchange listed companies for:
Income Statement
Revenue Other Revenue Total Revenue Cost of Revenue Gross Profit Research and Development Depreciation and Amortization SG&A Other Operating Expense Operating Expenses Total Expenses Operating Income Other Non-Operating Items, Net Interest Expense, Non-Operating Income Before Taxes Income Taxes Net Income from Continuing Operations Non-controlling Interest, Extraordinary Items, and Discontinued Operations Net Income Basic EPS Fully Diluted EPS Basic Average Shares Outstanding Fully Diluted Shares Outstanding
 
Balance Sheet
Cash and Cash Equivalents Short Term Investments Accounts Receivable Inventory Prepaid Expenses Other Current Assets Current Assets Net Property, Plant and Equipment Long Term Investments Goodwill and Intangibles Other Non-Current Assets Investments (for Financial Companies) Loans (for Financial Companies) Total Assets Accounts Payable Short Term Debt Current Portion of Long Term Debt Accrued Liabilities and Other Payables Other Current Liabilities Current Liabilities Long Term Debt Other Non-Current Liabilities Total Liabilities Common Stock Preferred Stock Treasury Stock Retained Earnings Additional Paid-In Capital Accumulated Other Comprehensive Income Other Equity Total Equity
 
Cash Flow Statement
Net Income (for CFS) Change in Working Capital Depreciation and Amortization (for CFS) Deferred Taxes Other Non-Cash Activities Total Cash from Operating Activities Capital Expenditures Other Investing Cash Flow Total Cash from Investing Activities Dividends and Distributions Purchase or Sale of Stock Purchase and Retirement of Debt Other Financing Cash Flow Total Cash from Financing Activities Exchange Rate Effects Net Change in Cash
 
Key Metrics and Ratios
Market Capitalization Enterprise Value EV / Revenue EV / EBITDA Trailing P/E Price to Sales Price to Book Book Value per Share Gross Margin Net Profit Margin Return on Assets Return on Equity Current Ratio Quick Ratio Debt to Equity Debt to Asset Basic EPS Fully Diluted EPS Basic Average Shares Outstanding Fully Diluted Shares Outstanding
 
Click on the links above to see all of the indicators we presently offer.
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Company insiders include officers, directors and those with a greater than 10% ownership interest in the company. Timely knowledge of actions by these insiders is critically important because they possess the advantage of information over other investors. Our Insider Actions data set provides up to the minute current information on buy/sell/exchange activity by company insiders as well as comprehensive historical information for researching trends.

Data Included:

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  • Up to date insider information for all companies filing with the SEC.
  • Comprehensive current data on all insider transactions: updated daily, including:


    • Transactions by officers.
    • Transactions by directors.
    • Transactions by large shareholders (greater than 10%).
    • Date of the transaction.
    • Type of transaction (buy, sell or exchange)
    • Value of the transaction
    • Summary of Insider Holdings
  • 3+ year history of all transactions.
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Institutional investors include pension funds, hedge funds, mutual funds, insurance companies, high net worth family trusts, and exchange traded funds. These investors manage large amounts of money and hold significant equity positions in several companies. Keeping track of the buy/sell activity of the institutions provides insight for investment opportunities. It is equally important to know the volume of institutional ownership of a specific company. Our data sets identify the institutional owners of companies as well as the specific companies held by each institution.

Data Included:

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Up to date information on 3,600+ institutions including:


  • Tickers of companies held
  • Total positions held
  • Number of shares owned per ticker
  • Value of shares held – aggregate and per ticker
  • % change in holdings quarter to quarter
  • Type of securities held

Includes at least one year of historical information for all institutions and tickers.

 

New Features Have Arrived to the Research Platform

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New Features Have Arrived to the Research Platform

02:18 04 April in Business
56 Comments

Last week, our COO Sean Engmann took the time to take you under the hood of Sage Data Service, so to speak. It helps to know where and how the data that is being displayed on our research platform is mined.

This week, I want to look at some of our newer features. The first, is our Stock Screener. This makes the investing experience clearer and more efficient; saving time that can be spent using our other tools to enhance your investment techniques. Sage’s Stock Screener is a great way to filter stocks based on a variety of variables, including sector and market cap. Below is a visual of our screener:

Sage Data Service Stock Screener

Once you have compiled a list of companies using the filters, a user can export that list into Excel in order to perform any additional calculations they desire. The future will bring more additional options to this feature, including more options to filter and the ability to transfer your list of companies into the custom export function. Once in the custom export tab, users would be able to export the financials of their selected organizations again into Excel to do further analysis.

Another improvement the platform has gone through is a revamped stock overview page. Upon selecting the stock info tab, and inputting the desired company name or symbol, users are taken to an overview page that looks like this:

Sage Platform Overview Page

There have been a few new additions to the overview page. First, dividend information is provided in the valuation chart. This alerts the user to the Ex-Dividend Date and Dividend Per Share. Another new feature is a chart that shows how the organization’s stock has performed in comparison with the other stocks analyzed currently by Sage Data Service. Finally, a stock price chart allows users to see the performance of a companies stock over the periods of time selectable from the table above the chart.

Sticking with the theme of charts, there is a new chart page accessible through the Stock Info tab. This chart shows the movement of stock by a variety of indicators, including simple moving average and volume of stock traded. These features can be used as well to make important decisions for an organization. A user can use the charts, coupled with information on major events like mergers & acquisitions available in the SEC Forms tab, to determine how those activities impacted stock price. Here is a sample of our stock chart for IBM:

Sage Stock Chart

These features are all available to our members. If you are already a member, thank you, and congratulations on taking your financial future into your own hands. If you are not a member, why not head over to begin your 30 day free trial!

Nicholas Volinchak

Nicholas Volinchak

nicholas@sagedataservice.com