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cik
int64
ticker
large_string
company_name
large_string
adsh
large_string
sic
int32
fiscal_year
int64
fiscal_quarter
large_string
filing_date
date32
period_end_date
date32
total_assets
float64
current_assets
float64
cash_and_equivalents
float64
short_term_investments
float64
accounts_receivable
float64
inventory
float64
property_plant_equipment
float64
goodwill
float64
intangible_assets
float64
total_liabilities
float64
current_liabilities
float64
accounts_payable
float64
long_term_debt
float64
total_debt
float64
stockholders_equity
float64
retained_earnings
float64
revenue
float64
cost_of_revenue
float64
gross_profit
float64
operating_income
float64
net_income
float64
eps_basic
float64
eps_diluted
float64
interest_expense
float64
income_tax_expense
float64
depreciation_amortization
float64
research_development
float64
sga_expense
float64
operating_cash_flow
float64
capex
float64
dividends_paid
float64
shares_outstanding
float64
free_cash_flow
float64
book_value_per_share
float64
gross_margin
float64
operating_margin
float64
net_margin
float64
roe
float64
roa
float64
debt_to_equity
float64
current_ratio
float64
f_roa
int8
f_cfo
int8
f_delta_roa
int8
f_accrual
int8
f_delta_lever
int8
f_delta_liquid
int8
f_equity
int8
f_delta_margin
int8
f_delta_turn
int8
f_score
int8
z_prime_score
float64
z_prime_zone
large_string
is_distressed
bool
beneish_coverage
int8
graham_number
float64
ncav_per_share
float64
tangible_book_value_per_share
float64
net_working_capital_per_share
float64
graham_defensive_score
int8
cash_conversion_ratio
float64
accrual_ratio
float64
free_cash_flow_margin
float64
composite_quality_score
float64
is_financial
bool
qa_impossible_value
bool
qa_temporal_anomaly
bool
qa_pass
bool
source_file
large_string
parse_timestamp
timestamp[us]
enrichment_timestamp
timestamp[us]
is_bankrupt
bool
bankruptcy_date
date32
bankruptcy_chapter
large_string
target_bvps_growth_1y
float64
target_equity_growth_1y
float64
target_earnings_growth_1y
float64
target_revenue_growth_1y
float64
target_ocf_growth_1y
float64
target_fcf_growth_1y
float64
target_roe_fwd_1y
float64
target_margin_expansion_1y
float64
target_roa_improved_1y
bool
target_fundamentals_improved_1y
bool
target_value_created_1y
bool
target_survived_1y
bool
target_bankrupt_1y
bool
target_bvps_growth_2y
float64
target_equity_growth_2y
float64
target_earnings_growth_2y
float64
target_revenue_growth_2y
float64
target_ocf_growth_2y
float64
target_fcf_growth_2y
float64
target_survived_2y
bool
target_bankrupt_2y
bool
target_bvps_growth_1y_rank
float64
target_equity_growth_1y_rank
float64
target_earnings_growth_1y_rank
float64
target_revenue_growth_1y_rank
float64
target_ocf_growth_1y_rank
float64
target_fcf_growth_1y_rank
float64
target_roe_fwd_1y_rank
float64
target_margin_expansion_1y_rank
float64
target_bvps_growth_2y_rank
float64
target_equity_growth_2y_rank
float64
target_earnings_growth_2y_rank
float64
target_revenue_growth_2y_rank
float64
target_ocf_growth_2y_rank
float64
target_fcf_growth_2y_rank
float64
label_timestamp
timestamp[us]
split
large_string
40,545
GE
GENERAL ELECTRIC CO
0000040545-10-000010
3,600
2,009
FY
2010-02-19
2009-12-31
781,818,000,000
null
72,260,000,000
null
16,458,000,000
11,987,000,000
69,212,000,000
65,574,000,000
11,929,000,000
656,682,000,000
null
19,703,000,000
null
null
117,291,000,000
126,363,000,000
156,783,000,000
50,580,000,000
null
null
11,025,000,000
1.01
1.01
null
-1,090,000,000
10,636,000,000
null
null
24,593,000,000
8,634,000,000
null
10,663,075,000
15,959,000,000
10.999735
null
null
0.07032
0.093997
0.014102
null
null
1
1
null
1
null
null
null
null
null
null
null
null
null
1
15.810407
null
3.731381
null
null
2.230658
-0.017354
0.10179
-0.181087
false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
0.018581
0.014025
0.056145
-0.041918
0.468833
0.649414
0.097901
null
true
false
true
true
false
0.001183
-0.007273
0.283537
-0.060485
0.356443
0.297638
true
false
0.266467
0.242925
0.348131
0.124688
0.824363
0.805369
0.458824
null
0.278125
0.239808
0.461905
0.109974
0.646875
0.662879
2026-04-18T20:50:48.800000
train
106,535
WY
WEYERHAEUSER CO
0001193125-10-041278
2,400
2,009
FY
2010-02-26
2009-12-31
15,250,000,000
null
1,869,000,000
null
null
null
null
null
null
11,196,000,000
null
null
null
null
4,044,000,000
2,658,000,000
5,528,000,000
null
null
-447,000,000
-545,000,000
null
null
null
-274,000,000
null
null
null
-162,000,000
187,000,000
127,000,000
211,358,955
-349,000,000
19.133327
null
-0.080861
-0.098589
-0.134768
-0.035738
null
null
0
0
null
1
null
null
null
null
null
null
null
null
null
1
null
null
19.133327
null
null
0.297248
-0.025115
-0.063133
-0.504865
false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
-0.550268
0.140455
3.350459
0.185239
5.592593
2.575931
0.277754
0.15229
true
true
true
true
false
-0.584648
0.054154
1.607339
0.124457
2.796296
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true
false
0.04491
0.667453
0.946262
0.735661
0.985836
0.919463
0.884706
0.943463
0.078125
0.36211
0.828571
0.419437
0.975
0.859848
2026-04-18T20:50:48.800000
train
1,385,187
null
COVIDIEN PLC
0001193125-10-012479
3,841
2,010
Q1
2010-01-26
2009-12-31
17,350,000,000
5,428,000,000
1,513,000,000
null
1,745,000,000
1,324,000,000
2,661,000,000
6,118,000,000
1,700,000,000
8,952,000,000
2,207,000,000
519,000,000
2,709,000,000
2,709,000,000
8,398,000,000
1,587,000,000
2,749,000,000
1,257,000,000
1,492,000,000
552,000,000
412,000,000
0.82
0.82
43,000,000
110,000,000
120,000,000
null
834,000,000
453,000,000
88,000,000
90,000,000
500,017,406
365,000,000
16.795415
0.542743
0.2008
0.149873
0.049059
0.023746
0.322577
2.459447
1
1
null
1
null
null
null
null
null
null
1.641816
grey
false
1
17.603278
-7.047755
1.15996
6.441776
null
1.099515
-0.002363
0.132776
-0.224141
false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
0.120315
0.109074
0.036408
0.007275
null
null
0.045845
-0.002534
false
false
true
true
false
0.262422
0.219457
0.199029
0.054202
null
null
true
false
0.628743
0.584906
0.324766
0.201995
null
null
0.192941
0.310954
0.690625
0.642686
0.409524
0.2711
null
null
2026-04-18T20:50:48.800000
train
103,379
VFC
V F CORP
0000950123-10-020525
2,320
2,009
FY
2010-03-03
2009-12-31
6,470,657,000
2,629,356,000
731,549,000
null
776,140,000
958,639,000
614,178,000
1,367,680,000
1,535,121,000
null
1,092,583,000
373,186,000
null
null
3,813,285,000
2,050,109,000
7,220,286,000
4,025,122,000
null
736,817,000
461,271,000
4.18
4.13
null
196,215,000
113,207,000
null
2,336,394,000
973,485,000
null
261,682,000
110,285,132
null
34.576601
null
0.102048
0.063885
0.120964
0.071287
null
2.40655
1
1
null
1
null
null
null
null
null
null
null
null
null
1
57.02569
null
8.255728
13.934544
null
2.110441
-0.07916
null
null
false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
0.034588
0.01257
0.238669
0.066798
0.028554
null
0.147975
0.004521
true
true
true
true
false
0.183982
0.186901
0.925309
0.310091
0.110825
null
true
false
0.332335
0.240566
0.537383
0.446384
0.473088
null
0.651765
0.420495
0.5875
0.592326
0.697619
0.682864
0.459375
null
2026-04-18T20:50:48.800000
train
1,022,646
null
ULTRA PETROLEUM CORP
0000950123-10-018286
1,311
2,009
FY
2010-02-26
2009-12-31
2,060,005,000
153,741,000
14,254,000
null
null
4,498,000
73,435,000
null
null
null
291,191,000
null
795,000,000
795,000,000
648,197,000
281,383,000
null
null
null
-802,651,000
-451,053,000
-2.98
-2.98
37,167,000
-245,136,000
null
null
19,772,000
592,641,000
-1,300,000
null
151,367,000
593,941,000
4.282287
null
null
null
-0.695858
-0.218957
1.226479
0.527973
0
1
null
1
null
null
null
null
null
null
null
null
null
1
null
null
4.282287
-0.908058
null
-1.313905
-0.506646
null
null
false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
2016-05-03
11
-0.998257
0.757145
2.029722
null
0.391615
0.384457
0.407786
null
true
false
true
true
false
-0.997559
1.45868
2.004764
null
0.743538
null
true
false
0.032934
0.974057
0.892523
null
0.8017
0.748322
0.948235
null
0.05
0.966427
0.852381
null
0.796875
null
2026-04-18T20:50:48.800000
train
796,343
ADBE
ADOBE SYSTEMS INC
0000796343-10-000003
7,372
2,009
FY
2010-01-22
2009-11-30
7,282,237,000
2,473,624,000
999,487,000
904,986,000
410,879,000
null
388,132,000
3,494,589,000
527,388,000
2,391,669,000
844,553,000
58,904,000
1,000,000,000
1,000,000,000
4,890,568,000
5,299,914,000
2,945,853,000
296,732,000
2,649,121,000
690,513,000
386,508,000
0.74
0.73
3,407,000
315,012,000
282,423,000
null
298,749,000
1,117,772,000
119,592,000
null
522,657,000
998,180,000
9.357127
0.899271
0.234402
0.131204
0.079031
0.053075
0.204475
2.928915
1
1
null
1
null
null
null
null
null
null
2.340139
grey
false
1
12.481833
0.156805
1.661876
3.116903
null
2.891976
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0.338842
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false
false
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true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
0.10563
0.061715
1.004305
0.289949
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true
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0.290023
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true
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0.577844
0.410377
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0.74375
0.652278
0.116667
0.01023
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0.151515
2026-04-18T20:50:48.800000
train
33,213
EQT
EQT CORP
0001104659-10-007860
4,923
2,009
FY
2010-02-18
2009-12-31
5,957,257,000
695,166,000
0
null
155,574,000
null
4,914,731,000
null
null
3,806,227,000
612,674,000
248,987,000
1,949,200,000
1,949,200,000
2,151,030,000
1,695,358,000
null
null
null
356,791,000
156,929,000
1.2
1.19
111,779,000
96,668,000
196,078,000
null
176,703,000
725,741,000
963,908,000
115,368,000
null
-238,167,000
null
null
null
null
0.072955
0.026342
0.906171
1.134643
1
1
null
1
null
null
null
null
null
null
null
null
null
1
null
null
null
null
null
4.624646
-0.095482
null
null
false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
null
0.431266
0.450975
null
0.088184
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0.07396
null
true
true
true
true
false
null
0.670748
2.057236
null
null
null
true
false
null
0.919811
0.640187
null
0.566572
0.097315
0.355294
null
null
0.911271
0.861905
null
null
null
2026-04-18T20:50:48.800000
train
895,421
MS-PL
MORGAN STANLEY
0001193125-10-042763
6,211
2,009
FY
2010-02-26
2009-12-31
771,462,000,000
null
31,991,000,000
null
27,594,000,000
null
7,067,000,000
7,162,000,000
5,054,000,000
718,682,000,000
null
null
193,374,000,000
193,374,000,000
46,688,000,000
35,056,000,000
23,358,000,000
null
null
null
1,346,000,000
-0.77
-0.77
6,712,000,000
-336,000,000
1,224,000,000
null
null
-45,951,000,000
null
1,732,000,000
1,360,595,214
null
34.314394
null
null
0.057625
0.02883
0.001745
4.141835
null
1
0
null
0
null
null
null
null
null
null
null
null
null
1
null
null
25.33597
null
null
-34.13893
0.061308
null
null
true
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
0.102669
0.22539
2.494056
0.353797
1.877174
null
0.082204
null
true
true
true
true
false
-0.061618
0.329014
2.053492
0.387233
1.145459
null
true
false
0.562874
0.787736
0.915888
0.905237
0.966006
null
0.385882
null
0.221875
0.760192
0.857143
0.772379
0.896875
null
2026-04-18T20:50:48.800000
train
1,070,412
CNX
CONSOL ENERGY INC
0001193125-10-025522
1,221
2,009
FY
2010-02-09
2009-12-31
7,725,401,000
941,036,000
65,607,000
null
317,460,000
307,597,000
6,124,290,000
null
null
5,700,922,000
1,428,586,000
269,560,000
363,729,000
363,729,000
1,785,548,000
1,456,898,000
4,621,875,000
null
null
null
539,717,000
2.99
2.95
31,419,000
221,203,000
437,417,000
null
130,704,000
945,451,000
920,080,000
72,292,000
181,086,267
25,371,000
9.860207
null
null
0.116774
0.30227
0.069863
0.203707
0.658718
1
1
null
1
null
null
null
null
null
null
1.161763
distress
true
1
25.755493
-26.285185
9.860207
-2.692363
null
1.751753
-0.052519
0.005489
-0.290985
false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
0.32039
0.649061
-0.357476
0.132878
0.196584
-1.895195
0.117773
null
false
false
true
true
false
0.612853
1.022284
0.171905
0.323541
0.615743
4.724449
true
false
0.892216
0.966981
0.10514
0.628429
0.699717
0.033557
0.555294
null
0.903125
0.947242
0.380952
0.700767
0.759375
0.969697
2026-04-18T20:50:48.800000
train
72,333
null
NORDSTROM INC
0000950123-10-026782
5,651
2,009
FY
2010-03-22
2010-01-31
6,579,000,000
4,054,000,000
795,000,000
null
2,035,000,000
898,000,000
2,242,000,000
53,000,000
null
null
2,014,000,000
726,000,000
null
null
1,572,000,000
525,000,000
8,627,000,000
null
null
834,000,000
441,000,000
2.03
2.01
138,000,000
255,000,000
313,000,000
null
null
null
360,000,000
139,000,000
217,700,000
null
7.220946
null
0.096673
0.051119
0.280534
0.067031
null
2.01291
1
0
null
0
null
null
null
null
null
null
null
null
null
0
18.160857
null
6.977492
9.370694
null
null
null
null
null
false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
0.283854
0.285623
0.390023
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null
null
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null
true
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0.30481
0.244275
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null
null
true
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0.853293
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0.61215
0.613466
null
null
0.901176
null
0.7625
0.678657
0.595238
0.639386
null
null
2026-04-18T20:50:48.800000
train
1,043,277
CHRW
C H ROBINSON WORLDWIDE INC
0001193125-10-044679
4,731
2,009
FY
2010-03-01
2009-12-31
1,834,248,000
1,307,269,000
337,308,000
48,310,000
885,543,000
null
117,699,000
361,666,000
18,371,000
754,348,000
731,807,000
529,256,000
null
null
1,079,900,000
1,402,306,000
7,577,189,000
1,426,710,000
null
584,811,000
360,830,000
2.15
2.13
null
226,231,000
30,514,000
null
null
372,571,000
34,466,000
162,865,000
167,098,000
338,105,000
6.462675
null
0.07718
0.047621
0.334133
0.196718
null
1.786358
1
1
null
1
null
null
null
null
null
null
6.587037
safe
false
1
17.681399
3.308962
4.188339
3.443859
null
1.032539
-0.006401
0.044621
0.585497
false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
0.122032
0.114981
0.072599
0.223977
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0.321432
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true
false
0.181969
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0.649701
0.603774
0.366822
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0.5
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0.746803
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0.617424
2026-04-18T20:50:48.800000
train
1,021,860
NOV
NATIONAL OILWELL VARCO INC
0000950123-10-017647
3,533
2,009
FY
2010-02-26
2009-12-31
21,532,000,000
9,598,000,000
2,622,000,000
null
2,187,000,000
3,490,000,000
1,836,000,000
5,489,000,000
null
7,304,000,000
4,174,000,000
584,000,000
876,000,000
876,000,000
14,113,000,000
5,805,000,000
12,712,000,000
8,928,000,000
3,784,000,000
2,315,000,000
1,469,000,000
3.53
3.52
53,000,000
735,000,000
490,000,000
null
1,322,000,000
2,095,000,000
250,000,000
460,000,000
418,451,731
1,845,000,000
33.72671
0.297671
0.182111
0.11556
0.104088
0.068224
0.06207
2.299473
1
1
null
1
null
null
null
null
null
null
2.135376
grey
false
1
51.756583
5.482114
20.609307
12.962068
null
1.42614
-0.029073
0.145138
-0.021963
false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
0.108723
0.115851
0.134786
-0.043738
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0.105855
0.019188
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true
true
true
false
0.232376
0.248423
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true
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0.592814
0.610849
0.439252
0.119701
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0.685851
0.52381
0.473146
0.390625
0.44697
2026-04-18T20:50:48.800000
train
1,135,152
null
FMC TECHNOLOGIES INC
0001193125-10-044365
3,533
2,009
FY
2010-03-01
2009-12-31
3,509,500,000
2,225,600,000
460,700,000
null
null
591,800,000
581,900,000
272,700,000
154,600,000
null
1,678,500,000
343,900,000
391,600,000
391,600,000
1,102,800,000
1,438,900,000
4,405,400,000
3,434,500,000
null
null
361,800,000
2.91
2.88
11,900,000
155,100,000
78,300,000
51,300,000
389,500,000
594,500,000
110,000,000
null
121,800,000
484,500,000
9.054187
null
null
0.082126
0.328074
0.103092
0.355096
1.325946
1
1
null
1
null
null
null
null
null
null
null
null
null
1
24.347955
null
5.545977
4.49179
null
1.643173
-0.066306
0.109979
0.017332
false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
0.209284
0.189427
0.037866
-0.063513
-0.671489
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0.28627
null
false
true
true
true
false
-0.338345
0.291803
0.10503
0.157443
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true
false
0.799401
0.742925
0.329439
0.082294
0.03966
0.114094
0.889412
null
0.11875
0.726619
0.340476
0.493606
0.040625
0.106061
2026-04-18T20:50:48.800000
train
81,061
null
PUBLIX SUPER MARKETS INC
0001193125-10-043015
5,411
2,009
FY
2010-02-26
2009-12-31
9,004,292,000
2,449,352,000
370,516,000
110,499,000
506,500,000
null
4,261,584,000
null
null
2,704,668,000
1,950,941,000
1,125,073,000
null
null
6,299,624,000
4,637,884,000
24,514,960,000
17,592,679,000
null
1,680,913,000
1,161,442,000
null
null
null
613,272,000
496,106,000
null
null
1,998,232,000
693,489,000
325,295,000
780,566,000
1,304,743,000
8.070585
null
0.068567
0.047377
0.184367
0.128988
null
1.255472
1
1
null
1
null
null
null
null
null
null
4.751359
safe
false
1
null
-0.327091
8.070585
0.638525
null
1.720475
-0.092932
0.053222
0.557716
false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
0.151949
0.152543
0.152143
0.033167
0.133986
0.377618
0.184303
0.007291
true
true
true
true
false
-0.021238
-0.022355
0.284581
0.10866
0.171629
0.332243
true
false
0.712575
0.683962
0.455607
0.331671
0.631728
0.741611
0.755294
0.462898
0.25
0.22542
0.464286
0.370844
0.515625
0.67803
2026-04-18T20:50:48.800000
train
931,148
EAF
GRAFTECH INTERNATIONAL LTD
0001193125-10-037566
3,620
2,009
FY
2010-02-23
2009-12-31
892,608,000
428,898,000
50,181,000
null
null
245,511,000
371,991,000
9,037,000
null
null
180,329,000
33,928,000
1,467,000
1,467,000
577,059,000
-305,202,000
659,044,000
467,939,000
191,105,000
98,612,000
12,550,000
0.1
0.1
5,609,000
24,144,000
32,737,000
10,168,000
82,325,000
170,329,000
56,220,000
null
null
114,109,000
null
0.289973
0.149629
0.019043
0.021748
0.01406
0.002542
2.378419
1
1
null
1
null
null
null
null
null
null
null
null
null
1
null
null
null
null
null
13.572032
-0.176762
0.173143
1.09405
false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
null
null
null
null
null
null
null
null
null
null
null
false
false
null
1.322023
11.205896
1.00318
-0.5503
-1.701251
true
false
null
null
null
null
null
null
null
null
null
0.956835
0.980952
0.966752
0.071875
0.083333
2026-04-18T20:50:48.800000
train
1,141,982
null
COOPER INDUSTRIES PLC
0000950123-10-014528
3,640
2,009
FY
2010-02-19
2009-12-31
5,984,400,000
1,901,600,000
381,600,000
0
797,700,000
483,900,000
731,700,000
2,643,200,000
null
3,021,100,000
954,700,000
384,400,000
922,700,000
922,700,000
2,963,300,000
3,254,100,000
5,069,600,000
3,483,800,000
null
544,100,000
439,100,000
2.62
2.61
null
69,100,000
145,600,000
null
1,011,800,000
751,900,000
126,700,000
167,400,000
null
625,200,000
null
null
0.107326
0.086614
0.148179
0.073374
0.311376
1.99183
1
1
null
1
null
null
null
null
null
null
2.113911
grey
false
1
null
null
null
null
null
1.712366
-0.052269
0.123323
0.030048
false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
null
0.081936
0.010704
-0.00073
-0.06836
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0.138424
0.007066
false
true
true
true
false
null
0.193264
0.884764
0.067027
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true
false
null
0.483491
0.301402
0.184539
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0.493289
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0.45583
null
0.601918
0.685714
0.299233
0.175
0.329545
2026-04-18T20:50:48.800000
train
200,406
JNJ
JOHNSON & JOHNSON
0000950123-10-019392
2,834
2,009
FY
2010-03-01
2009-12-31
94,682,000,000
39,541,000,000
15,810,000,000
3,615,000,000
9,646,000,000
5,180,000,000
14,759,000,000
14,862,000,000
16,323,000,000
44,094,000,000
21,731,000,000
5,541,000,000
8,223,000,000
8,223,000,000
50,588,000,000
70,306,000,000
61,897,000,000
18,447,000,000
43,450,000,000
null
12,266,000,000
4.45
4.4
451,000,000
3,489,000,000
2,774,000,000
null
19,801,000,000
16,571,000,000
2,365,000,000
null
2,759,500,000
14,206,000,000
18.332307
0.701973
null
0.198168
0.242469
0.129549
0.162548
1.819567
1
1
null
1
null
null
null
null
null
null
2.429895
grey
false
1
42.842995
-1.649937
7.031346
6.454068
null
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0.22951
0.188356
false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
0.12172
0.118427
0.08707
-0.005008
-0.011224
-0.014431
0.23567
null
true
true
true
true
false
0.138022
0.128331
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0.050616
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true
false
0.640719
0.620283
0.385514
0.174564
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0.849412
null
0.50625
0.501199
0.17381
0.263427
0.25
0.393939
2026-04-18T20:50:48.800000
train
93,410
CVX
CHEVRON CORP
0000950123-10-016846
2,911
2,009
FY
2010-02-25
2009-12-31
164,621,000,000
37,216,000,000
8,716,000,000
106,000,000
null
5,529,000,000
96,468,000,000
4,618,000,000
null
72,060,000,000
26,211,000,000
16,437,000,000
9,829,000,000
9,829,000,000
91,914,000,000
106,289,000,000
171,636,000,000
null
null
null
10,483,000,000
5.26
5.24
28,000,000
7,965,000,000
12,110,000,000
null
4,527,000,000
19,373,000,000
19,843,000,000
5,302,000,000
null
-470,000,000
null
null
null
0.061077
0.114052
0.06368
0.106937
1.419862
1
1
null
1
null
null
null
null
null
null
2.519761
grey
false
1
null
null
null
null
null
1.84804
-0.054003
-0.002738
-0.043789
false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
null
0.143253
0.814748
0.193969
0.618696
25.993617
0.181041
null
true
true
true
true
false
null
0.320604
1.565582
0.478163
1.121406
32.059574
true
false
null
0.674528
0.75
0.745636
0.869688
0.993289
0.748235
null
null
0.757794
0.819048
0.83376
0.89375
0.996212
2026-04-18T20:50:48.800000
train
13,610
null
BOWNE & CO INC
0000950123-10-019786
2,750
2,009
FY
2010-03-02
2009-12-31
460,874,000
200,871,000
22,061,000
210,000
105,067,000
26,831,000
117,218,000
51,076,000
36,397,000
209,407,000
116,350,000
47,243,000
null
null
251,467,000
293,040,000
675,797,000
450,082,000
null
-11,256,000
-16,590,000
-0.5
-0.5
6,145,000
-3,659,000
27,282,000
null
179,663,000
43,055,000
17,299,000
2,265,000
40,084,752
25,756,000
6.273383
null
-0.016656
-0.024549
-0.065973
-0.035997
null
1.726437
0
1
null
1
null
null
null
null
null
null
2.542726
grey
false
1
null
-0.212949
4.091182
2.108557
null
-2.595238
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0.038112
0.114199
false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
null
null
null
null
null
null
null
null
null
null
null
false
false
null
null
null
null
null
null
false
false
null
null
null
null
null
null
null
null
null
null
null
null
null
null
2026-04-18T20:50:48.800000
train
1,037,676
null
ARCH COAL INC
0000950123-10-019343
1,221
2,009
FY
2010-03-01
2009-12-31
4,840,596,000
686,782,000
61,138,000
null
190,738,000
240,776,000
3,366,186,000
113,701,000
null
2,716,528,000
631,727,000
128,402,000
1,540,223,000
1,540,223,000
2,115,106,000
465,934,000
null
null
null
123,714,000
42,169,000
0.28
0.28
105,932,000
-16,775,000
301,608,000
null
97,787,000
382,980,000
323,150,000
54,969,000
150,963,000
59,830,000
14.010758
null
null
null
0.019937
0.008712
0.728201
1.08715
1
1
null
1
null
null
null
null
null
null
null
null
null
1
9.395093
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13.257586
0.364692
null
9.082027
-0.070407
null
null
false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
2016-01-11
11
-0.016618
0.05787
2.767151
null
0.820322
5.392947
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null
true
true
true
true
false
null
null
null
null
null
null
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0.203593
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null
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0.963087
0.338824
null
null
null
null
null
null
null
2026-04-18T20:50:48.800000
train
80,661
PGR
PROGRESSIVE CORP/OH/
0001193125-10-044296
6,331
2,009
FY
2010-03-01
2009-12-31
20,049,300,000
null
160,700,000
1,078,000,000
null
null
961,300,000
null
null
14,300,700,000
null
null
2,177,200,000
2,177,200,000
5,748,600,000
3,683,100,000
14,563,600,000
null
null
null
1,057,500,000
1.59
1.57
139,000,000
499,400,000
null
null
null
1,486,800,000
66,600,000
0
666,800,000
1,420,200,000
8.621176
null
null
0.072613
0.183958
0.052745
0.378736
null
1
1
null
1
null
null
null
null
null
null
null
null
null
1
17.561964
null
8.621176
null
null
1.405957
-0.021412
0.097517
-0.205375
true
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
0.066473
0.052239
0.010213
0.027445
0.129473
0.136882
0.176611
null
false
false
true
true
false
0.065221
0.010107
-0.039716
0.064853
0.007466
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true
false
0.422156
0.377358
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0.294264
0.626062
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null
0.359375
0.282974
0.25
0.294118
0.371875
0.537879
2026-04-18T20:50:48.800000
train
886,982
GSCE
GOLDMAN SACHS GROUP INC
0000950123-10-018464
6,211
2,009
FY
2010-03-01
2009-12-31
848,942,000,000
null
null
null
null
null
null
null
null
778,228,000,000
null
null
null
null
70,714,000,000
50,252,000,000
null
null
null
null
13,385,000,000
23.74
22.13
null
6,444,000,000
null
null
null
null
null
2,205,000,000
515,113,890
null
137.278379
null
null
null
0.189284
0.015767
null
null
1
0
null
0
null
null
null
null
null
null
null
null
null
0
270.790041
null
137.278379
null
null
null
null
null
null
true
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
0.110272
0.093928
-0.375869
null
null
null
0.107994
null
false
false
true
true
false
0.056041
-0.004737
-0.668136
null
null
null
true
false
0.60479
0.540094
0.100467
null
null
null
0.512941
null
0.340625
0.247002
0.102381
null
null
null
2026-04-18T20:50:48.800000
train
1,113,169
TROW
PRICE T ROWE GROUP INC
0000950123-10-009025
6,200
2,009
FY
2010-02-05
2009-12-31
3,210,300,000
null
743,300,000
null
246,200,000
null
512,800,000
665,700,000
null
328,100,000
null
null
null
null
2,882,200,000
null
1,871,900,000
null
1,867,400,000
701,600,000
433,600,000
null
null
null
255,300,000
null
null
null
535,600,000
133,900,000
256,900,000
258,534,000
401,700,000
11.148244
0.997596
0.374806
0.231636
0.150441
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null
null
1
1
null
1
null
null
null
null
null
null
null
null
null
1
null
null
8.57334
null
null
1.23524
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true
2010q1
2026-04-18T20:48:46.827000
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false
null
null
0.142745
0.143744
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true
true
true
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0.211494
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null
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0.688623
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0.8
0.840989
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null
null
null
2026-04-18T20:50:48.800000
train
1,373,835
null
SPECTRA ENERGY CORP.
0001193125-10-040947
4,923
2,009
FY
2010-02-25
2009-12-31
24,079,000,000
1,429,000,000
196,000,000
null
778,000,000
321,000,000
15,347,000,000
3,948,000,000
null
null
2,495,000,000
333,000,000
8,947,000,000
8,947,000,000
7,125,000,000
1,096,000,000
4,552,000,000
null
null
1,475,000,000
848,000,000
1.32
1.32
610,000,000
353,000,000
584,000,000
null
null
1,760,000,000
980,000,000
631,000,000
647,000,000
780,000,000
11.012365
null
0.324033
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1
1
null
1
null
null
null
null
null
null
null
null
null
1
18.085
null
4.910355
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null
2.075472
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0.171353
0.016617
false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
0.092622
0.096
0.237028
0.086336
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true
true
true
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0.124975
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0.51497
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0.503597
0.542857
0.526854
0.578125
0.185606
2026-04-18T20:50:48.800000
train
23,082
null
COMPUTER SCIENCES CORP
0000023082-10-000015
7,373
2,009
Q3
2010-02-10
2009-12-31
16,196,000,000
8,297,000,000
2,427,000,000
null
3,935,000,000
null
2,330,000,000
3,921,000,000
null
null
3,562,000,000
415,000,000
4,176,000,000
4,176,000,000
6,621,000,000
5,450,000,000
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null
null
null
211,000,000
1.38
1.36
50,000,000
75,000,000
280,000,000
null
239,000,000
null
null
null
null
null
null
null
null
0.053377
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1
0
null
0
null
null
null
null
null
null
null
null
null
0
null
null
null
null
null
null
null
null
null
false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
null
0.082465
0.146919
0.013913
null
null
0.033766
null
true
true
true
true
false
null
-0.5182
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null
null
true
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null
0.490566
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null
null
0.134118
null
null
0.043165
0.016667
0.122762
null
null
2026-04-18T20:50:48.800000
train
318,154
AMGN
AMGEN INC
0001193125-10-044311
2,836
2,009
FY
2010-03-01
2009-12-31
39,629,000,000
18,932,000,000
2,884,000,000
10,558,000,000
2,109,000,000
2,220,000,000
5,738,000,000
11,335,000,000
2,567,000,000
null
3,873,000,000
574,000,000
null
null
22,667,000,000
-4,322,000,000
14,642,000,000
null
null
5,506,000,000
4,605,000,000
4.53
4.51
578,000,000
599,000,000
1,049,000,000
null
3,820,000,000
6,336,000,000
530,000,000
null
995,000,000
5,806,000,000
22.780905
null
0.376042
0.314506
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null
4.8882
1
1
null
1
null
null
null
null
null
null
null
null
null
1
48.186551
null
8.809045
15.134673
null
1.375896
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0.396531
0.389178
false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
0.127742
0.056337
0.004777
0.02807
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true
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0.049906
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0.664671
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0.119904
0.180952
0.29156
0.225
0.382576
2026-04-18T20:50:48.800000
train
1,126,294
null
RRI ENERGY INC
0000950123-10-016821
4,911
2,009
FY
2010-02-25
2009-12-31
7,460,694,000
1,977,650,000
943,440,000
null
152,569,000
331,584,000
4,602,313,000
null
305,913,000
null
929,963,000
null
null
null
null
-1,972,389,000
1,824,839,000
1,129,249,000
null
-413,457,000
402,812,000
1.15
1.15
186,296,000
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269,191,000
null
100,745,000
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null
null
4,018,000
null
null
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null
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null
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1
1
null
0
null
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null
null
null
null
null
null
null
1
null
null
null
null
null
0.480445
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false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
2017-06-14
11
null
null
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0.059273
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false
false
true
false
null
null
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null
0.369304
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true
false
null
null
0.035047
0.830424
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null
null
0.090476
null
0.659375
0.011364
2026-04-18T20:50:48.800000
train
1,048,286
MAR
MARRIOTT INTERNATIONAL INC /MD/
0001193125-10-030603
7,011
2,009
FY
2010-02-12
2009-12-31
7,933,000,000
2,851,000,000
115,000,000
null
null
1,444,000,000
1,362,000,000
875,000,000
731,000,000
null
2,287,000,000
562,000,000
2,234,000,000
2,234,000,000
1,142,000,000
3,103,000,000
10,908,000,000
null
null
-152,000,000
-346,000,000
-0.97
-0.97
118,000,000
-65,000,000
185,000,000
null
722,000,000
868,000,000
147,000,000
63,000,000
null
721,000,000
null
null
-0.013935
-0.03172
-0.302977
-0.043615
1.956217
1.246611
0
1
null
1
null
null
null
null
null
null
null
null
null
1
null
null
null
null
null
-2.508671
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0.066098
0.141038
false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
null
0.387916
2.323699
0.071782
0.326037
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true
true
true
true
false
null
-1.683888
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true
false
null
0.915094
0.908879
0.471322
0.764873
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0.858657
null
0.014388
0.821429
0.421995
0.596875
0.647727
2026-04-18T20:50:48.800000
train
1,059,324
null
PETROHAWK ENERGY CORP
0001193125-10-036866
1,311
2,009
FY
2010-02-23
2009-12-31
6,662,071,000
385,650,000
1,511,000
0
239,264,000
null
497,266,000
932,802,000
100,395,000
null
698,832,000
633,171,000
2,592,544,000
2,592,544,000
3,323,672,000
-1,276,293,000
1,083,583,000
null
null
-1,811,248,000
-1,025,451,000
-3.66
-3.66
229,419,000
-754,968,000
null
null
113,232,000
679,127,000
null
null
301,194,695
null
11.034962
null
-1.671536
-0.946352
-0.30853
-0.153924
0.780024
0.551849
0
1
null
1
null
null
null
null
null
null
null
null
null
1
null
null
7.604633
-1.039799
null
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null
null
false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
null
null
null
null
null
null
null
null
null
null
null
false
false
4,212,224.669174
0.398506
1.169826
0.937454
0.582211
null
true
false
null
null
null
null
null
null
null
null
1
0.805755
0.742857
0.961637
0.75
null
2026-04-18T20:50:48.800000
train
47,111
HSY
HERSHEY CO
0001193125-10-034780
2,060
2,009
FY
2010-02-19
2009-12-31
3,675,031,000
1,385,434,000
253,605,000
null
410,390,000
519,712,000
null
571,580,000
125,520,000
2,914,692,000
910,628,000
287,935,000
null
null
720,459,000
4,148,353,000
5,298,668,000
3,245,531,000
null
null
435,994,000
null
null
null
235,137,000
182,411,000
null
1,208,672,000
1,065,749,000
126,324,000
null
null
939,425,000
null
null
null
0.082284
0.605161
0.118637
null
1.521405
1
1
null
1
null
null
null
null
null
null
null
null
null
1
null
null
null
null
null
2.444412
-0.17136
0.177295
0.612654
false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
null
0.252418
0.16928
0.070271
-0.154188
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0.564989
null
true
false
true
true
false
null
0.178446
0.442593
0.147607
null
null
true
false
null
0.830189
0.476636
0.46384
0.269122
0.348993
0.971765
null
null
0.582734
0.561905
0.465473
null
null
2026-04-18T20:50:48.800000
train
789,019
MSFT
MICROSOFT CORP
0001193125-10-015598
7,372
2,010
Q2
2010-01-28
2009-12-31
82,096,000,000
52,487,000,000
9,422,000,000
26,677,000,000
11,196,000,000
589,000,000
7,402,000,000
12,368,000,000
1,346,000,000
null
25,715,000,000
3,171,000,000
3,746,000,000
3,746,000,000
44,283,000,000
-18,283,000,000
19,022,000,000
3,628,000,000
null
8,513,000,000
6,662,000,000
0.75
0.74
null
2,221,000,000
null
2,079,000,000
1,124,000,000
4,969,000,000
376,000,000
1,152,000,000
8,811,000,000
4,593,000,000
5.025877
null
0.447534
0.350226
0.150441
0.081149
0.084592
2.041104
1
1
null
0
null
null
null
null
null
null
null
null
null
1
9.209325
null
3.469413
3.038475
null
0.745872
0.020622
0.241457
-0.171689
false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
0.147956
0.094799
-0.004203
0.048943
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0.136837
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false
false
true
true
false
0.522092
0.447982
-0.005704
0.097939
0.179714
0.167864
true
false
0.694611
0.554245
0.280374
0.394015
0.263456
0.375839
0.614118
0.102473
0.875
0.82494
0.269048
0.350384
0.51875
0.621212
2026-04-18T20:50:48.800000
train
885,725
BSX
BOSTON SCIENTIFIC CORP
0000950123-10-017254
3,841
2,009
FY
2010-02-26
2009-12-31
25,177,000,000
4,061,000,000
864,000,000
null
null
920,000,000
1,728,000,000
12,404,000,000
6,731,000,000
null
3,022,000,000
212,000,000
null
null
12,301,000,000
-3,757,000,000
8,188,000,000
2,576,000,000
5,612,000,000
-894,000,000
-1,025,000,000
-0.68
-0.68
407,000,000
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834,000,000
null
2,635,000,000
835,000,000
312,000,000
null
1,507,900,000
523,000,000
8.157703
0.685393
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null
1.343812
0
1
null
1
null
null
null
null
null
null
null
null
null
1
null
null
-4.532131
0.689038
null
-0.814634
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0.063874
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false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
-0.08769
-0.081701
1.230244
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0.153893
true
true
false
true
false
-0.039588
-0.077067
1.430244
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0.207186
0.34608
true
false
0.152695
0.087264
0.803738
0.117207
0.050992
0.104027
0.105882
0.946996
0.2375
0.177458
0.792857
0.099744
0.540625
0.689394
2026-04-18T20:50:48.800000
train
920,148
LH
LABORATORY CORP OF AMERICA HOLDINGS
0000920148-10-000021
8,071
2,009
FY
2010-02-24
2009-12-31
4,837,800,000
935,600,000
148,500,000
null
574,200,000
90,000,000
500,800,000
1,897,100,000
1,342,200,000
2,731,700,000
1,018,400,000
183,100,000
977,200,000
977,200,000
2,106,100,000
2,927,900,000
4,694,700,000
2,723,800,000
1,970,900,000
935,900,000
543,300,000
5.06
4.98
-62,900,000
329,000,000
195,100,000
null
958,900,000
862,400,000
114,700,000
null
105,300,000
747,700,000
20.00095
0.419814
0.199352
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0.257965
0.112303
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0.918696
1
1
null
1
null
null
null
null
null
null
2.312461
grey
false
1
47.719054
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null
1.587337
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0.159265
0.151669
false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
0.204191
0.171027
0.027425
0.065862
0.024583
0.013107
0.226331
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false
false
true
true
false
0.279847
0.18869
-0.043438
0.180544
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true
false
0.790419
0.714623
0.315421
0.441397
0.467422
0.54698
0.837647
0.300353
0.721875
0.594724
0.245238
0.531969
0.353125
0.484848
2026-04-18T20:50:48.800000
train
1,053,112
null
CABLEVISION SYSTEMS CORP /NY
0001104659-10-009750
4,841
2,009
FY
2010-02-25
2009-12-31
9,325,725,000
2,055,365,000
354,748,000
null
614,860,000
null
3,315,586,000
1,100,702,000
197,272,000
14,468,984,000
2,070,240,000
401,347,000
null
null
-5,155,955,000
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7,773,276,000
null
null
1,415,468,000
285,572,000
0.98
0.96
753,485,000
235,702,000
1,084,248,000
null
1,893,804,000
null
810,304,000
123,499,000
291,759,000
null
-17.671966
null
0.182094
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null
0.992815
1
0
null
0
null
null
null
null
null
null
0.674371
distress
true
0
null
-42.54751
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null
null
null
null
null
false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
-0.215433
-0.22129
0.263947
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null
null
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0.029338
true
false
false
true
false
-0.141661
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0.022008
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null
null
true
false
0.098802
0.040094
0.563084
0.074813
null
null
0.047059
0.671378
0.178125
0.165468
0.290476
0.069054
null
null
2026-04-18T20:50:48.800000
train
8,858
AVT
AVNET INC
0000950123-10-006586
5,065
2,010
Q2
2010-01-29
2009-12-31
7,315,247,000
6,168,202,000
894,871,000
null
3,439,459,000
1,698,349,000
302,291,000
573,080,000
null
4,334,587,000
3,318,636,000
2,735,097,000
938,756,000
938,756,000
2,980,660,000
1,368,817,000
4,834,524,000
4,282,633,000
551,891,000
162,287,000
103,851,000
0.69
0.68
15,316,000
47,834,000
null
null
389,604,000
null
null
null
151,391,000
null
19.688489
0.114156
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0
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false
0
17.483243
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null
null
null
null
null
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false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
0.149182
0.154845
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true
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null
2026-04-18T20:50:48.800000
train
708,819
null
MCDERMOTT INTERNATIONAL INC
0001193125-10-044723
3,443
2,009
FY
2010-03-01
2009-12-31
4,849,110,000
2,357,921,000
899,270,000
12,000
642,995,000
101,494,000
1,337,605,000
306,497,000
null
null
2,009,032,000
471,858,000
null
null
1,807,197,000
951,647,000
6,193,077,000
5,070,436,000
null
546,496,000
387,056,000
1.69
1.66
38,000
131,846,000
157,419,000
null
626,360,000
418,074,000
263,728,000
null
229,471,020
154,346,000
7.875491
null
0.088243
0.062498
0.214175
0.07982
null
1.17366
1
1
null
1
null
null
null
null
null
null
null
null
null
1
17.305073
null
6.539824
1.520405
null
1.080138
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false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
2020-01-22
11
-0.207523
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null
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null
null
2026-04-18T20:50:48.800000
train
106,040
WDC
WESTERN DIGITAL CORP
0000950123-10-006821
3,572
2,010
Q2
2010-01-29
2009-12-31
6,585,000,000
4,416,000,000
2,435,000,000
null
1,365,000,000
453,000,000
1,696,000,000
139,000,000
null
2,594,000,000
2,007,000,000
1,507,000,000
350,000,000
350,000,000
3,991,000,000
3,009,000,000
2,619,000,000
1,932,000,000
687,000,000
473,000,000
429,000,000
1.89
1.85
null
42,000,000
null
null
null
null
null
null
228,000,000
null
17.504386
0.262314
0.180603
0.163803
0.107492
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2.200299
1
0
null
0
null
null
null
null
null
null
2.535731
grey
false
0
27.283219
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16.894737
10.565789
null
null
null
null
null
false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
0.270371
0.292658
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true
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0.439882
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true
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null
null
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null
null
2026-04-18T20:50:48.800000
train
1,110,783
null
MONSANTO CO /NEW/
0000950123-10-001322
2,870
2,010
Q1
2010-01-08
2009-11-30
17,606,000,000
7,431,000,000
471,000,000
null
2,012,000,000
3,560,000,000
3,720,000,000
3,272,000,000
1,370,000,000
null
3,354,000,000
765,000,000
1,724,000,000
1,724,000,000
10,286,000,000
2,663,000,000
1,697,000,000
958,000,000
739,000,000
-38,000,000
-19,000,000
-0.03
-0.03
39,000,000
null
144,000,000
null
496,000,000
-1,414,000,000
192,000,000
145,000,000
545,354,848
-1,606,000,000
18.861114
0.435474
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0.167606
2.215564
0
0
null
0
null
null
null
null
null
null
null
null
null
1
null
null
10.349225
7.475866
null
74.421053
0.079234
-0.946376
0.669473
false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
null
null
null
null
null
null
null
null
null
null
null
false
false
0.093312
0.073401
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true
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null
null
null
null
null
null
null
0.41875
0.386091
0.964286
0.818414
0.953125
0.871212
2026-04-18T20:50:48.800000
train
1,002,910
AEE
AMEREN CORP
0001193125-10-043155
4,931
2,009
FY
2010-02-26
2009-12-31
23,790,000,000
2,842,000,000
622,000,000
null
434,000,000
782,000,000
17,610,000,000
831,000,000
129,000,000
null
1,711,000,000
694,000,000
7,113,000,000
7,113,000,000
7,853,000,000
2,455,000,000
7,090,000,000
null
null
1,416,000,000
612,000,000
null
null
508,000,000
332,000,000
null
null
null
1,977,000,000
1,704,000,000
338,000,000
237,400,000
273,000,000
33.079191
null
0.199718
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0.905768
1.661017
1
1
null
1
null
null
null
null
null
null
null
null
null
1
null
null
29.035383
4.764111
null
3.230392
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false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
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0.008404
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0.26875
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0.278772
0.30625
0.905303
2026-04-18T20:50:48.800000
train
59,478
LLY
LILLY ELI & CO
0000950123-10-014958
2,834
2,009
FY
2010-02-22
2009-12-31
27,460,900,000
12,486,500,000
4,462,900,000
34,700,000
3,343,300,000
2,849,900,000
8,197,400,000
null
null
null
6,568,100,000
968,100,000
6,634,700,000
6,634,700,000
9,525,300,000
9,830,400,000
21,836,000,000
4,247,000,000
null
null
4,328,800,000
null
null
null
1,029,000,000
-1,297,800,000
4,326,500,000
6,892,500,000
4,335,500,000
null
2,152,100,000
null
null
null
null
null
0.198241
0.454453
0.157635
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1.901083
1
1
null
1
null
null
null
null
null
null
null
null
null
1
null
null
null
null
null
1.001548
-0.000244
null
null
false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
null
0.30314
0.17111
0.056787
0.581548
null
0.408409
null
true
true
true
true
false
null
0.421016
0.004366
0.112223
0.668666
null
true
false
null
0.872642
0.478972
0.406484
0.855524
null
0.950588
null
null
0.815348
0.27381
0.381074
0.778125
null
2026-04-18T20:50:48.800000
train
788,784
PEG
PUBLIC SERVICE ENTERPRISE GROUP INC
0001193125-10-040508
4,931
2,009
FY
2010-02-25
2009-12-31
28,730,000,000
3,646,000,000
350,000,000
null
1,229,000,000
null
15,440,000,000
16,000,000
123,000,000
null
3,214,000,000
1,081,000,000
7,645,000,000
7,645,000,000
8,788,000,000
4,704,000,000
12,406,000,000
null
null
3,121,000,000
1,592,000,000
3.15
3.14
527,000,000
1,044,000,000
838,000,000
null
null
1,855,000,000
1,794,000,000
673,000,000
505,986,000
61,000,000
17.368069
null
0.251572
0.128325
0.181156
0.055412
0.869936
1.134412
1
1
null
1
null
null
null
null
null
null
null
null
null
1
35.085067
null
17.093358
0.853779
null
1.165201
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0.004917
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false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
0.096124
0.096154
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true
true
false
0.168733
0.168639
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23.163934
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0.532934
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0.573141
0.235714
0.084399
0.85625
0.992424
2026-04-18T20:50:48.800000
train
49,826
ITW
ILLINOIS TOOL WORKS INC
0000950123-10-017817
3,560
2,009
FY
2010-02-26
2009-12-31
16,081,984,000
5,674,595,000
1,318,772,000
null
2,491,492,000
1,356,233,000
2,136,527,000
4,860,732,000
1,723,417,000
null
2,835,638,000
689,572,000
2,914,874,000
2,914,874,000
8,817,876,000
9,521,740,000
13,877,068,000
9,144,852,000
null
1,385,979,000
947,009,000
1.89
1.89
164,839,000
244,300,000
366,127,000
null
null
2,146,589,000
247,102,000
619,681,000
null
1,899,487,000
null
null
0.099875
0.068243
0.107396
0.058886
0.330564
2.00117
1
1
null
1
null
null
null
null
null
null
null
null
null
1
null
null
null
null
null
2.266704
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0.13688
0.123862
false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
null
0.06389
0.612649
0.14364
-0.272898
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0.04862
true
true
true
true
false
null
0.137923
1.187291
0.281725
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true
false
null
0.417453
0.700935
0.658354
0.186969
0.278523
0.687059
0.766784
null
0.515588
0.747619
0.657289
0.2875
0.412879
2026-04-18T20:50:48.800000
train
1,070,750
HST
HOST HOTELS & RESORTS, INC.
0001193125-10-044002
6,798
2,009
FY
2010-03-01
2009-12-31
12,555,000,000
null
1,642,000,000
null
null
null
10,231,000,000
null
null
6,205,000,000
null
null
null
null
6,189,000,000
-801,000,000
4,158,000,000
null
null
98,000,000
-252,000,000
-0.45
-0.45
379,000,000
-39,000,000
662,000,000
null
116,000,000
552,000,000
0
42,000,000
646,300,000
552,000,000
9.576048
null
0.023569
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null
null
0
1
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1
null
null
null
null
null
null
null
null
null
1
null
null
9.576048
null
null
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true
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
null
null
null
0.0671
null
null
null
null
null
false
null
true
false
null
null
null
0.20202
null
null
true
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null
null
null
0.451372
null
null
null
null
null
null
null
0.575448
null
null
2026-04-18T20:50:48.800000
train
1,385,157
TEL
TYCO ELECTRONICS LTD.
0001047469-10-000391
5,065
2,010
Q1
2010-01-28
2009-12-31
16,283,000,000
5,820,000,000
1,695,000,000
null
2,033,000,000
1,458,000,000
3,008,000,000
3,153,000,000
388,000,000
9,276,000,000
2,761,000,000
1,221,000,000
2,314,000,000
2,314,000,000
6,998,000,000
-2,102,000,000
2,892,000,000
2,051,000,000
841,000,000
269,000,000
172,000,000
0.37
0.37
39,000,000
69,000,000
138,000,000
null
368,000,000
330,000,000
76,000,000
74,000,000
459,000,000
254,000,000
15.246187
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1
1
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1
null
null
null
null
null
null
1.264938
grey
false
1
11.266078
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6.664488
null
1.918605
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false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
0.084158
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true
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true
true
false
0.169974
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0.523256
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true
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0.502994
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0.41247
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0.460358
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0.162879
2026-04-18T20:50:48.800000
train
5,513
UNMA
UNUM GROUP
0001193125-10-042716
6,321
2,009
FY
2010-02-26
2009-12-31
54,477,000,000
null
71,600,000
null
null
null
443,500,000
201,600,000
null
45,976,900,000
null
null
null
null
8,500,100,000
6,289,500,000
10,091,000,000
null
null
null
852,600,000
2.57
2.57
null
439,700,000
null
null
null
1,237,000,000
null
104,500,000
null
null
null
null
null
0.084491
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null
null
1
1
null
1
null
null
null
null
null
null
null
null
null
1
null
null
null
null
null
1.450856
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null
null
true
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
null
0.05227
0.039292
0.010128
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null
0.099068
null
false
false
true
true
false
null
0.009047
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0.018531
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null
true
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null
0.379717
0.334112
0.216958
0.402266
null
0.472941
null
null
0.280576
0.095238
0.199488
0.321875
null
2026-04-18T20:50:48.800000
train
823,768
WM
WASTE MANAGEMENT INC
0000950123-10-013022
4,953
2,009
FY
2010-02-16
2009-12-31
21,154,000,000
3,010,000,000
1,140,000,000
null
1,408,000,000
null
11,541,000,000
5,632,000,000
238,000,000
14,563,000,000
2,901,000,000
567,000,000
null
null
6,285,000,000
6,053,000,000
11,791,000,000
null
null
1,887,000,000
994,000,000
2.02
2.01
null
413,000,000
null
null
1,364,000,000
2,362,000,000
1,179,000,000
569,000,000
null
1,183,000,000
null
null
0.160037
0.084302
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0.046989
null
1.037573
1
1
null
1
null
null
null
null
null
null
1.260743
grey
false
1
null
null
null
null
null
2.376258
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false
false
false
true
2010q1
2026-04-18T20:48:46.827000
2026-04-18T20:50:39.792000
false
null
null
null
-0.003978
-0.041247
0.061403
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0.00904
false
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false
true
false
null
-0.034208
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0.134594
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true
false
null
0.195755
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0.428928
0.396601
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null
0.208633
0.257143
0.42711
0.4
0.5
2026-04-18T20:50:48.800000
train
39,899
null
GANNETT CO INC /DE/
0000950123-10-016360
2,711
2,009
FY
2010-02-24
2009-12-31
7,148,432,000
1,049,042,000
98,795,000
null
759,934,000
63,752,000
1,971,818,000
2,854,247,000
565,610,000
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OpenFundex Dataset

A structured dataset of SEC financial filings for deep value analysis and financial distress prediction.

Summary

OpenFundex contains financial statement data extracted from SEC EDGAR filings, enriched with derived financial metrics and labeled with established quality scores (Piotroski F-Score, Altman Z'-Score, Graham metrics). Designed for training ML models to assess company financial health and identify deep value opportunities.

Key design decision: This dataset uses only fundamental data from SEC filings. No market prices or equity trading data are included, eliminating survivorship bias.

Supported Tasks

  • Tabular Classification: Predict financial distress, bankruptcy, value creation, fundamental improvement
  • Tabular Regression: Predict quality scores (f_score, z_prime_score, composite_quality_score), growth rates
  • Anomaly Detection: Identify companies in financial distress or with QA anomalies

Dataset Structure

Splits

Split Records Companies Date Range
train 221,779 11,786 2008-12-31 to 2019-12-31
validation 45,109 7,207 2020-01-31 to 2021-12-31
test 47,334 7,208 2022-01-31 to 2023-12-31
recent 43,288 6,507 2024-01-31 to 2026-02-28

Total records: 357,510

Feature Groups

Group Count
Identifiers 5
Context 4
Raw Features (SEC XBRL) 33
Derived Features 8
Engineered Features 23
QA Flags 4
Prediction Targets 21
Rank Targets 14

Scoring Models

  • Piotroski F-Score (0-9): Nine binary signals measuring profitability, leverage, and operating efficiency. Null when no prior quarter available for delta signals.
  • Altman Z'-Score (Float): Private-firm bankruptcy risk variant with zone classification (safe/grey/distress). Null for financial firms (SIC 6000-6999).
  • Beneish Coverage (0-8): Count of computable M-Score components. Full M-Score is computed transiently during enrichment but not retained.
  • Graham Metrics: Graham Number, NCAV/share, tangible book value/share, net working capital/share, defensive score (0-5).
  • Quality Signals: Cash conversion ratio, accrual ratio, free cash flow margin.
  • Composite Quality Score: Z-score normalized average of key quality signals within each quarter cross-section.

Target Columns

21 forward-looking prediction targets using same-quarter year-over-year comparisons:

1-Year Targets

  • Growth rates (6): BVPS, equity, earnings, revenue, OCF, FCF growth
  • Level/delta (2): Forward ROE, margin expansion
  • Binary (5): ROA improved, fundamentals improved (≥3 of 5 metrics), value created (equity grew AND ROE>0), survived (filed Q+4 AND no bankruptcy in window), filed for bankruptcy (petition within 365 days)

2-Year Targets

  • Growth rates (6): Same metrics as 1-year, over 2-year horizon
  • Binary (2): Survived (filed Q+8 AND no bankruptcy in window), filed for bankruptcy (petition within 730 days)

Survived and bankruptcy targets are mutually exclusive by construction. All targets are null when forward quarter data is unavailable.

Rank-Transformed Targets (14 columns)

Cross-sectional percentile ranks (0-1] for all Float64 targets, computed per quarter using rank("average") / count(). Raw growth targets are extremely skewed (mean ~3.1, median ~0.03) and produce negative information coefficients for regression models. Rank-transforming yields IC ~0.37.

Dataset Creation

Source Data

All data sourced from SEC EDGAR: Financial Statement Data Sets (FSDS) for fundamentals and Full-Text Search API (EFTS) for 8-K Item 1.03 bankruptcy filings. No market data providers. No third-party data. No equity pricing data.

Pipeline

  1. Ingest: Download quarterly SEC FSDS ZIP files and bankruptcy events from EDGAR
  2. Parse: Extract XBRL financial data, normalize 32 tags to standard fields
  3. Enrich: Compute derived ratios (8), scoring models (5), bankruptcy flags, and QA flags
  4. Label: Generate 21 forward-looking prediction targets (including bankruptcy)
  5. Split: Temporal train/validation/test/recent splits with leakage validation
  6. Evaluate: Quality checks, ML fitness, and publication readiness
  7. Publish: Stage and upload to Hugging Face Hub

Considerations

Known Limitations

  • XBRL coverage varies: some companies report fewer standardized tags
  • F-Score delta components require prior quarter data (null for first appearance)
  • Z'-Score was designed for manufacturing firms; interpretation varies by sector
  • No market data: cannot compute price-based metrics (P/E, market cap, etc.)
  • bankruptcy_chapter is populated for bankrupt CIKs (values like "7", "11", "15", "9" extracted via 8-K Item 1.03 filing bodies); non-bankrupt rows are null. Edge cases not yet handled: chapter spelled out as a word ("chapter eleven") and USC-only citations with no "chapter" keyword both yield null.

Bias Considerations

  • No survivorship bias: Uses only SEC filing data, not equity market prices
  • Temporal integrity: Strict time-based splits prevent data leakage
  • Sector bias: Z'-Score thresholds may not be equally applicable across all sectors
  • Financial firms excluded from Z'-Score: Financial companies (SIC 6000-6999) have null Z'-Score values

License

This dataset is released under the CC-BY-4.0 license.

The underlying SEC data is in the public domain.

Citation

@dataset{openfundex,
  title={OpenFundex: SEC Financial Filings for Deep Value Analysis},
  author={Danielson, Luke},
  year={2026},
  url={https://github.com/danielukea/openfundex},
  license={CC-BY-4.0}
}

Changelog

v0.6.0 — 2026-04-17

  • bankruptcy_chapter populated: Chapter number ("7", "11", "15", "9") is now extracted from the 8-K Item 1.03 filing body for each bankrupt CIK and stored in the bankruptcy_chapter column. Non-bankrupt rows remain null. Extraction uses a guardword-gated Item 1.03 window search; known limitations (word-spelled chapters, USC-only citations) are documented above.

v0.5.0 — 2026-04-17

  • Loader contract: dataset card now declares explicit configs and data_files. load_dataset("ttchopper/openfundex") returns the QA-filtered historical splits (train/validation/test); unfiltered historical data is available via load_dataset(..., "full"); live 2024+ inference data via load_dataset(..., "live").
  • Previously the card omitted configs:, causing the Hub to glob all parquets and misassemble splits (paired _clean files were concatenated or surfaced as extra splits, and recent* was not declared at all).
  • Raw parquet access (hf://datasets/ttchopper/openfundex/train.parquet) is unaffected.
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