Stock Fundamental Data

Stock fundamental data refers to the real-time or historical data of stocks that are tradable in the market. Traders and investors use this data to formulate strategies and to monitor the market. Datarade helps you find the best stock fundamental data providers and feeds. Learn more →
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The Ultimate Guide to Stock Fundamental Data 2021

Learn about stock fundamental data analytics, sources, and collection.

What is Stock Fundamental Data?

Stock fundamental data is a list of real-time or historical stock data. The stock fundamental datasets are key when investing in and trading stock and rely upon publicly distributed company financial data. The datasets are used to determine the intrinsic value of a company. These datasets are generated using company bank statements, a company’s history of profits, stock prices, growth rates, and revenues. Instead of looking at the stock itself or the data surrounding the trading of stock, analysis of company fundamental data such as its cash flow, asset returns, and profit history helps determine the intrinsic value of company stock.

An insight into whether current stock data is correct or whether the company is being undervalued or overvalued is provided. If Stock fundamental data shows a company is being undervalued, this doesn’t guarantee a future rise in revenue. However, the intrinsic value of the stock, calculated using Stock fundamental data can be used to inform investors whether it is the correct time to make an investment and purchase stock. This data provides a valuable insight to help investors decide which stock to pick for investment based on the data. Stock fundamental data aids in evaluating the value of a company, conducting fundamental analysis of the company’s assets.

How is Stock Fundamental Data collected?

Prior to making a long-term investment decision, stock fundamental data analysis is recommended. Stock fundamental data varies according to the location of the stock market. However, data is collected through the financial statements of a company and from various global markets. Two of the largest stock exchanges from which stock fundamental data, including the asset portfolios of different companies, is collected, include the Nasdaq Stock Market and the New York Stock Exchange. These sources are then organized and validated to acquire accurate and error-free data.

These datasets can then be used to analyze and assess the stock market and the comparative financial health of a company. The Securities and Exchange Commission lays out the foundations for the stock exchanges. Both the Nasdaq Stock Market and the New York Stock Exchange are required to publicly report and share stock fundamental data. It is with stock fundamental data that you can compare markets to forecast a stock’s future value.

What are the attributes of Stock Fundamental Data?

There are lots of common attributes of stock fundamental data. Datasets can provide an insight into over 150 attributes of a stock and include the basic, or in other words, fundamental financial information about a company. Insights into company cash and equivalents, total company revenue, cash generated from operations and many more are provided across datasets. For investors it may also prove beneficial to consider the daily stock index – high, open, low, close, and volume. Analysis of these attributes is essential when deciding which data to purchase. Additionally, it is important to consider the historical value of the stock. Historical financial company information is essential for fundamental analysis strategy.

What’s the difference between standardized and as-reported financial statements?

As-reported financial statements provide insight into the company from the company itself. When investors embark on researching financial information about companies listed on the stock exchange market, they typically look at this raw financial data, the public data recorded by the company. Reported financial statements provide unaltered information directly from the company. Alternatively, when investors are looking to invest in multiple companies and need to research more than one company at any given time, they may look at standardizing search data for comparability. The standardization process is accomplished through stock fundamental data vendors who sum up individual line items to get revenue total for each company. Once an investor purchases stock fundamental data that contains this information, they have access to standardized metrics which can be easily interpreted.

What is Stock Fundamental Data used for?

Stock Fundamental Data is used to understand the way a company works financially on a fundamental level. One of the main questions that the analysis of stock fundamental datasets addresses is – has the stock been correctly priced? A widespread concern amongst investors is the prospect of paying too much for company stocks. However, the methodology of fundamental dataset analysis provides an insight into the intrinsic value of a company and its stock. Investors and traders use stock fundamental data to analyze the growth of particular stocks or use it as part of their trading strategy by conducting fundamental analysis.

Stock fundamental data is used to compare markets from their historical value and predict their future value. Having this data makes it easier for traders to comprehend the different stock market trends – locally or globally. The goal amongst investors is to purchase stock when priced below its intrinsic value. By knowing the intrinsic value of a stock, one can determine whether it is the right time to invest and purchase company stock. By knowing if the stock is being undervalued or overvalued, one can determine if the share price of a stock is already too high or whether further growth can be expected, addressing whether a company is suitable for a long-term or short-term investment.

What is Stock Fundamental Data analysis?

Stock Fundamental Data analysis considers the basic financial elements of a company such as its cash flow, asset returns and history of profit and uses analysis of this basic public company data to calculate the true value of its stock. Datasets can be used to determine the intrinsic value of a stock, informing whether the stock of a company is being undervalued or overvalued. A stock’s intrinsic value can be calculated using either a bottom-up or top-down approach to fundamental analysis. Investors using the bottom-up approach consider the distinct aspects of an individual company, building a dataset based on the advantages specific to a particular company.

Alternatively, investors approaching fundamental data analysis on a top-down basis to determine whether company stock is priced at its real value or not, consider the macroeconomic factors and how this impacts the stock of an individual company. Analyzing the surrounding economic climate and the current state of the sector is followed by the micro-scale analysis of the financial elements specific to the company to determine if the stock is priced at its real value or not. For any informed investors on the stock exchange market, fundamental analysis is considered a critical tool that helps these investors win big on the stock exchange market when making the decisions to either buy or sell stocks.

Through stock fundamental data analysis, investors on the stock exchange market are given the opportunity to look at any data which is considered to have impact as far as the price or estimated value of a listed stock is concerned. Stock fundamental data analysis involves deeply digging into financial statements to estimate the intrinsic stock price. Stock fundamental data analysis simply means getting to the basics of a company’s performance through the creation of a company profile. This profile points to the fundamental value of a company’s shares, the surrounding political circumstances while also analyzing company performance within its sector and considering company competition. By displaying an insight into the value of the company, public stock fundamental data analysis sets can be used by investors to inform their decisions to either buy or sell stocks.

What are some of pros and cons of using Stock Fundamental Data?

Analysis of stock fundamental data doesn’t come without its difficulties. The process of collecting the financial data of a company can be time consuming. Equally, it can be difficult to collect stock fundamental data from the global stock market to generate datasets due to a lack of standardized approach. However, with patience stock fundamental data can be used to compile datasets which inform long-term stock decisions for investors.

What’s the difference between fundamental and technical analysis of a stock?

When it comes to analyzing stock, fundamental and technical stock analysis are often used in combination. However, there are a number of differences between fundamental and technical stock analysis. Fundamental stock analysis focuses on the long-term financial health of a company, calculating the given stock’s intrinsic value. Fundamental analysis considers the value of a stock according to company bank statements, a company’s history of profits, stock prices, growth rates and revenues. The price of stock varies and fluctuates however, fundamental stock analysis considers the intrinsic value of a stock and its value is usually quite stable.

When it comes to the fundamental financial data of a strong company, short-term mishaps or fluctuations across the external domestic economic sphere won’t have a negative long-term impact on the value of the company. However, rather than considering the intrinsic value of stock, technical analysts consider the more-short term patterns of a stock. Technical analysts chart any patterns, taking into consideration the previous reception of a company’s stock and look at previous stock trends.

Contrastingly, technical analysis doesn’t consider the fundamentals of a company. Instead, technical analysis solely analyzes the trading and the price historical trend of a given stock by determining trading signals and other analysis tools that aid in the evaluation and analysis of the strengths, weaknesses, opportunities, and threats (SWOT) of a company’s stock listed on the securities exchange market. Technical analysis is a more advanced form of stock analysis that takes into account a stock’s past performance, using charts and tools such as momentum oscillators to establish patterns which can be used to help make informed predictions about the projected future performance.

Technical analysis helps investors establish financial knowledge through proper identification of patterns and trends that are repetitive in nature and have a direct bearing on the prices of stocks and is based on the premise that previous fluctuations in stock prices aren’t arbitrary, but can instead be used to find patterns which will help inform predictions about future stock values. Fundamental and technical analysis of stock are usually carried out in conjunction with one another and generally, stock fundamental analysis forms the basis upon which technical analysis is built. Investors can increase their knowledge about these analyses through purchasing the data from commercial providers by means of stock fundamental data subscription service to aid their technical analysis.

What are the top tools for fundamental analysis?

Tools for Fundamental Analysis are used to generate statistical information surrounding the intrinsic value of stocks. Investors and analysts use fundamental analysis tools, calculating earnings per share (EPS), Price-to-earnings ratio (P/E), return on equity, price-to-book ratio (P/B), price-to-sales ratio, dividend payout ratio and projected earnings growth to inform predictions of the future value of a company and its stock price. These ratios are used to signify the financial health of a company.

Earnings per share (EPS).
Earnings per share is a tool within fundamental stock analysis used to inform investors about how much income a company generates per share. Earning per share is calculated by dividing the outstanding shares of a company, by the total financial income generated by the company. The company in question is profitable if the earnings per share is a positive rather than a negative number.

Price-to-earnings ratio (P/E)
Price-to-earnings ratio calculation is a tool used across fundamental analysis to determine whether in relation to similar companies across the sector, a company is being comparatively undervalued or overvalued. The price-to-earnings ratio is determined by taking the market capitalization of a company and dividing it by its total earnings and is useful when assessing its comparative stock prices, providing an insight into understanding the comparable position of the company and whether it is a company suitable for investment.

Return on equity
Return on equity is a tool used to assess the effectiveness of company management, informs investors about the relative income of a company when compared to stockholder equity and is determined by dividing the income generated by a company by the total equity of shareholders.

Price-to-sales ratio
Price-to-sales ratio determines by how much the market capitalization of a company exceeds company sales. The ratio is calculated by dividing the market capitalization of a company’s shares by total company sales and highlights how much investors pay for one-dollar worth of stock. If the price to sales ratio is below one, then the company is being undervalued, market capitalization helping to provide an insight into whether it is suitable to invest in a company or not.

Dividend payout ratio
Dividend payout ratio refers to the tool used to determine the percentage of earnings that company shareholders are paid and is calculated by dividing dividend amount for each share by the amount of revenue for each share.

Projected earnings growth
The projected earnings growth tool is used to determine the growth of a company over a particular period of time. Once the earnings per share of a company has been calculated, the growth rate across a period of time can be calculated by can be determined by subtracting the initial company earnings per share by the final earnings per share and dividing the number by the difference.

Since investors need the correct financial knowledge as far as the application of these tools is concerned, commercial data providers give vital insights when analyzing stocks to determine their fundamental price. If investors project a higher future value than the current market price, then investors are more likely to purchase the stock of a company.

What is market cap in Stock Fundamental Data?

Market capitalization, often referred to as ‘market cap’, refers to the accumulated value of a company, determining its size according to financial value and stock. Market capitalization can be used to determine the profitability of the company, providing investors with an insight into the value of the company they are buying stock from.

Market capitalization refers to the market value of a given company’s equity and is calculated by multiplying the total number of a company’s outstanding shares by the existing market price of one share. Market cap is one of the critical aspects of stock fundamental data as it provides a quick method to estimate with considerable accuracy a company’s value by projecting what the market thinks is the real worth for publicly traded companies.

Grounded on its simplicity and effectiveness for risk assessment, which forms the greater part of stock fundamental data analysis, market cap is a critical metric in the determination of which stocks an investor is actually interested in. Market capitalization types include small cap, mid cap and large cap company stocks. While small cap refers to market capitalization under $2 billion, mid cap refers to caps between $2 billion and $10 billion and large cap refers to caps over $10 billion. Investors can use financial datasets to inform decisions to diversify their portfolio with companies of different sizes.

How is Python used to get Stock Fundamental Data?

All the companies that are listed on any of the stock markets in the United States of America are required to submit their quarterly financial reports to the Securities and Exchange commission. Once the Security of Exchange commission has access to these financial reports for listed companies, they prepare more accessible versions of reports in the form of CSV packages so that all the stock investors are given the chance to explore this financial information for the purpose of informed financial decision-making. To aid analysis of historical and real-time stock fundamental data, the Python programming language is used to parse the CSV files provided by the Security of Exchange commission by use of python’s pandas. Python’s pandas is an add-on of the Python programming language. Python’s pandas import and formulate a CVS file to a DataFrame, allowing for a powerful and flexible open-source data analysis and manipulation tool which is user-friendly and provides an insight into optimum stock investment.

Can I download Stock Fundamental Data?

In contemporary trading on the stock markets, investors can buy and download pre-analyzed stock fundamental data from data marketplaces. Some of the best fundamental data samples, databases and APIs can be found on Datarade’s data marketplace.

Stock fundamental data vendors have amassed systems of commercial stock fundamental data for all the stock listed companies across the USA where investors can purchase stock fundamental data that has undergone analysis using Python’s pandas. The advantage of stock fundamental data vendors over individualized search is the fact that they provide investors with the opportunity to purchase and download historical stock fundamental data that is comprised of multiple companies’ stocks that have been analyzed and compiled in a single CSV file format. By downloading standardized stock fundamental data, high-level and efficient comparison of the financial health across different industries and companies can be carried out.

How can a user assess the quality of Stock Fundamental Data?

There are several ways one can assess the quality of Stock Fundamental Data. High-quality stock fundamental data is incorporated within global markets and exchanges such as the Nasdaq Stock Market (NASDAQ), the New York Stock Exchange (NYSE) and the Security of Exchange commission. Equally, datasets should provide basic data including company bank statements, a company’s history of profits, stock prices, growth rates and revenues, while also providing more complex data analytics.

Likewise, stock fundamental data should have historical stock prices reaching back over at least the previous six years and you should also check how data providers organize their data and how the data is delivered. Stock fundamental data delivery should be free from errors and must be carried out in a timely manner. It may also be useful to ask for a company’s customer support. Is the company responsive? Do they provide a free trial or data sample? All these questions and assessment methods allow investors to determine the quality of the stock fundamental data and assess the right dataset purchase option.

Who are the best Stock Fundamental Data providers?

Finding the right Stock Fundamental Data provider for you really depends on your unique use case and data requirements, including budget and geographical coverage. Popular Stock Fundamental Data providers that you might want to buy Stock Fundamental Data from are BoldData, Akadia, Social Subsidy, FirstRate Data, and Intrinio.

Where can I buy Stock Fundamental Data?

Data providers and vendors listed on Datarade sell Stock Fundamental Data products and samples. Popular Stock Fundamental Data products and datasets available on our platform are Intrinio US Standardized & As-Reported Fundamentals - Fundamental Data by Intrinio, Danel Capital⎢Stock Fundamentals Score (over 150 Data Points)⎢Trading Data (Europe & USA) by Danel Capital, and Akadia - Standardized ESG Data & Core Fundamentals Data for S&P 100 and expanding (200 data points) by Akadia.

How can I get Stock Fundamental Data?

You can get Stock Fundamental Data via a range of delivery methods - the right one for you depends on your use case. For example, historical Stock Fundamental Data is usually available to download in bulk and delivered using an S3 bucket. On the other hand, if your use case is time-critical, you can buy real-time Stock Fundamental Data APIs, feeds and streams to download the most up-to-date intelligence.

What are similar data types to Stock Fundamental Data?

Stock Fundamental Data is similar to Short Interest Data, ETF Data, Intraday Stock Data, Stock Price Data, and Corporate Actions Data. These data categories are commonly used for Portfolio Analysis and Stock Fundamental Data analytics.

What are the most common use cases for Stock Fundamental Data?

The top use cases for Stock Fundamental Data are Portfolio Analysis and Financial Intelligence.