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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.

Competitive Intelligence Professionals

We help competitive intelligence professionals by providing them highly detailed up to date data in order to help them do their jobs effectively. Our clients save time on doing the legwork of digging for information, allowing them to focus less on research and more on analysis.

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Data Feeds Offered

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Standard Data Sets

Our data feeds can be delivered in multiple formats and can be inserted into existing platforms. Our data sets include:
  • Core Fundamentals
  • Insider Actions
  • Institutional Holdings
  • SEC Filings 1993-present
For basic pricing and licensing information, please enter your e-mail address

 

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Custom Data Sets

Our custom data sets allow competitive intelligence professionals to focus on specific companies and industry groups as well as dive deeper with more indicators. Not only can we focus the scope to provide the exact information needed, but we can also allow our customers to specifically define the indicators of interest. Our custom data sets can include:

  • Specifically selected stocks and/or industry groups with:
    • A broader or more narrow scope of coverage.
    • Additional indicators
  • Customization of our Core Fundamentals Data Set, including:
    • Re-standardization of Data Set based on customer criteria.
    • The addition, subtraction or merging of indicators.
  • Creation of new data sets not currently provided by Sage Data Service.
For more information about Custom Data Sets, please contact us:

Why it Helps

Our methodology allows us to capture meticulously detailed information from SEC Filings enabling us to drill down into the fundamentals of every company. This allows us to produce custom data sets defined by our client. Going further, once we have produced the data sets we can easily update the data as new information becomes available, format the data and feed it into any platform. This helps our clients by providing them exactly the information that they need in a timely manner.

Why Sage Data Service?

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  • We use cutting-edge technology to help us quickly process SEC Filings and documents.
  • A dedicated team of U.S. based financial analysts review all information before it’s published.
  • Continual expansion of data scope and depth.
  • Our technology and quality control processes ensure the most accurate data at the most affordable prices.
For more information, please contact us