Overview
The S&P Global financials and consensus estimates dataset provides comprehensive financial statement data and analyst forecasts for public companies.
This dataset enables Databook to analyze company performance, model financial outcomes, and benchmark companies against their peers.
What data is included
This dataset offers:
Standardized financial statements
Financial ratios and performance metrics
Historical time-series financial data
Forward-looking analyst consensus forecasts
Examples include:
Revenue
EBITDA
Profit margins
Revenue growth forecasts
Profitability forecasts
Where the data comes from
Financial data ultimately originates from official company disclosures, including:
SEC filings
Annual reports
Audited financial statements
S&P Global standardizes these disclosures into structured financial datasets.
Forward-looking projections are derived from analyst consensus estimates, aggregated from a broad network of analysts and brokerage firms.
Why this dataset is high quality
This dataset is widely used for financial analysis because:
Financials are sourced from official company filings
Analyst estimates are aggregated from hundreds of recognized financial institutions
Updates reflect changes in market expectations
Standardized accounting treatment improves cross-company comparability
S&P has a rigorous quality process, including more than 170,000 automated validation checks.
How Databook uses this data
Databook uses S&P Global financial data to:
calculate standardized performance metrics
benchmark companies against peers
analyze historical performance trends
generate financial forecasts and insights
Databook may normalize some forecast metrics so they align with historical financial reporting for comparability.
Update frequency
Financial fundamentals and analyst estimates are checked every 6 hours, but the frequency of updates depends on when new company disclosures or analyst updates occur.
Companies in the US, typically report earnings every quarter
Companies in other geographies, typically report earnings every 6 months or annually
The frequency of updates to consensus estimates varies from company to company, but is often on a monthly basis for large, well-covered companies.
Databook may update financial data more frequently than stated above - for example, if a company restates its earnings after the initial report.
Databook aims to refresh company data within 6-12 hours of updated data being available from S&P Global. S&P Global has updated data available between 6 hours and 7 days after an earnings report, depending on factors such as where the company is based or its size.