Thomson Reuters Fundamentals content is the detailed data that an entity files in the form of their Financial Statements that are popularly recognized as the Income (Profit & Loss) Statement, Balance Sheet and Statement of Cash Flow. This content provides the user with a company's current financial health and when combined historically, the financial 'life-story' of the company. We have 30+ years of experience in the first-hand collection and management of the hundreds of thousands of data items that make up a competitive global fundamentals offering.
Features and Benefits
Thomson Reuters provides coverage of 81,000+ companies traded in over 120 countries.
Annual US history dating back to 1981 and rest of the world history to 1990.
Thomson Reuters offers a single unified global point in time product.
Click-Thru provides clients full transparency linking the numbers in our database to the original document
Easy and direct navigation between 'standardized' and 'company specific' financials
Additional Content Info
Worldscope & Reuters Fundamentals lead the market with global coverage of 81,000+ companies (55,000+ active and 26,000+ inactive) traded in more than 164 exchanges in over 120 countries. Our coverage in frontier/emerging markets is industry leading, most notably in Central and Eastern Europe, Asia and Middle East and Africa.
Depth of History
Our history dates back to 1981 for US annual financial statements and 1990 for the rest of the world. Interim or quarterly data is available for US back to 1989 and 1999 for the rest of the world.
Timeliness and Quality
For some markets, Reuters Fundamentals delivers time-critical information such as primary financial statements and key footnote items within 30 minutes of publication. We monitor the data quality with thousands of automated data checks backed by manual quality screening. Linguist accounting experts, covering more than 20 languages, update content from strategic global centers.
Financial Statement Items
Standardized annual and interim statements (Income Statement, Balance Sheet, Cash Flow) and supplementary items from footnotes such as pension data, stock compensation, etc. 150+ footnotes data item collected to ensure the consistent calculation of standardized content.
A Truly Global Point in Time Database
We offer a single unified global point in time product with four templates covering Banks, Industrial, Insurance and Utility companies. Our PIT product is based on when data was made available to the public, accurately linking data to stock prices, and providing the basis for accurate historical quantitative analysis and robust back-testing against a coverage which our competitors cannot match.
Industry Operating Metrics
We are a leading provider of the key industry specific metrics used to measure companies' own performance and those of peers (e.g. Same Store Sales), essential content for the investment analyst with a specific industry focus. Coverage includes 281 unique measures across 15 industries – Airlines, Banking, Consumer Electronics, Healthcare Facilities, Hotels & Gaming, Insurance, Internet Media, Managed Care, Mining, Oil & Gas, Pharmaceuticals, REITS, Restaurants, Retail, and Semi Conductors
Click-Through to the Number
Click-through allows clients to link back from the numbers (including calculations) in our fundamentals data directly to the number in the original company filing. This gives our content a level of transparency which cannot be matched by competitors, who just link back to the document. The availability of this link back to the source is dependent on the delivery method and the content item.
Linked ‘standardized’ and ‘company specific financials’
Thomson Reuters Fundamentals 'Standardized' financials offer full comparability between companies across markets and industries (essential for screening), while 'Company Specific' allows deep analysis on the financials as they were reported by the company. Easy and direct navigation between the two simplify workflow by allowing an analyst to dive directly from comparative analysis to deep company-specific analysis.
We are able to accurately reflect any year-end changes that companies go through. For instance, if a company changes its fiscal year end from June to December, and reports six quarterly periods in one “fiscal year”, Reuters Fundamentals displays all six quarters as part of one year.
Segment Level Data
Business and Geographic Segment data contributes to financial analysis on how the business and geographical locations of a company have performed. Items supported include Segment Description, Sales, Operating Income, Assets, Capital Expenditures, Depreciation
Thomson Reuters Business Classification (TRBC) schema classifies the primary business activity of listed companies into a unique five level hierarchy. Dedicated, local language speaking analysts utilize company filings, Reuters news and Thomson Reuters corporate actions services to assign and maintain companies' activities.
XBRL and Automation
We have implemented XBRL automation for the US and Japan markets which allows us to automatically ingest all final reports - such as 10K, 10Q and 20F‟s - directly into our database and, following quality checks, release the content immediately to product, in some cases within minutes of the filing. We are working to expand this technology to more markets.
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