Thomson Reuters Fundamentals (Company Financials)

Summary

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

Global Coverage

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.

Year-End Changes

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

Industry Classification

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.

Product Delivery

Thomson Reuters Eikon

Thomson Reuters Eikon delivers a powerful combination of information,
analytics and exclusive news on financial markets – delivered in an elegant
and intuitive desktop and mobile interface.

CSV, PDF, HTMLDigital Files, E-mail Alerts, FTP, Website, CD, API, DesktopDaily, Monthly, Quarterly, 4-Hour, Bimonthly, Annually

Thomson Reuters Knowledge Direct

Knowledge Direct API uses industry standard protocols (SOAP and XML) to
deliver Thomson Reuters content for inclusion within internal or external
client applications. Using XML request/response, clients can access a
comprehensive offering of company and economic Data (fundamentals, estimates,
significant developments, etc.), market data, news and quotes and the
associated capabilities, including charts, search and timeseries.

XMLFTPDaily

Thomson Reuters Datastream

One single solution where top down macro research meets bottom up analysis
for greater insights and profits. Datastream Provides robust analytics tools,
intuitive charting application as well as seamless MS®Office integration.

HTMLWebsiteDaily, Event-Based

Thomson One

Thomson ONE delivers a broad and deep range of financial content, all within
a workspace that's geared to your needs and workflow.

HTMLWebsiteHourly

Thomson Reuters Westlaw

Westlaw Next provides access to vast, but easily searchable databases of case
law, legislation, regulations, news, journals, commentary, public records,
and current awareness alerts that enables you to build the strongest argument
by leveraging proprietary research tools, exclusive analytical content and
the largest collection of litigation materials and forms.

HTMLDesktopDaily

Thomson Reuters Datascope

Thomson Reuters Datascope is a strategic custom delivery platform that
supports a full cross-asset offering for pricing, reference data, and derived
analytics. Covering all major asset classes, including fixed income,
equities, futures and options, money, funds, loans, CDS/IRS and OTC equity
options, as well as corporate actions data, estimates, entity data and news,
DataScope Select provides flexible extraction capabilities, including file
customization, scheduling and trigger options, intraday snaps and third-party
entitlements. Cross-platform support is available for data retrieval and
includes a zero-footprint web interface, FTP connection (internet or private
network (BT Radianz (MPLS) or Delivery Direct) and API internet client
server. Fee-liable, subject to terms and conditions.

CSV, XMLFTP, Web ServiceOn Demand

Thomson Reuters QA Direct

A deployed data management solution, QA Direct provides seamless access to
raw quantitative analytics content via Microsoft SQL or Oracle. Coverage
includes global equity, equity index, fixed income and CDS pricing, as well
as index constituents, fundamentals, estimates, ownership, economics and risk
models.

XML, TextFTPDaily, 4-Hour

Thomson Reuters On Demand

TR On Demand delivers custom research, reports, and analytics to meet all of
your financial data needs. We get you what you want, when you want it. Our
global team of analysts operates 24/5 and typically fulfills your requests
within a few hours. We specialize in ownership, deals & private equity,
filings, fundamentals, estimates, analyst research, transcripts and pricing,
with more to come in the future.

CSV, PDF, TextDigital FilesOn Demand