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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
source_file
large_string
parse_timestamp
timestamp[us]
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
enrichment_timestamp
timestamp[us]
is_financial
bool
qa_impossible_value
bool
qa_temporal_anomaly
bool
qa_pass
bool
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_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_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
64,803
CVS
CVS CAREMARK CORP
0001193125-10-043086
5,912
2,009
FY
2010-02-26
2009-12-31
61,641,000,000
17,537,000,000
1,086,000,000
5,000,000
5,457,000,000
10,343,000,000
7,923,000,000
25,680,000,000
10,127,000,000
null
12,300,000,000
3,560,000,000
8,756,000,000
8,756,000,000
35,768,000,000
16,355,000,000
98,729,000,000
78,349,000,000
20,380,000,000
6,438,000,000
3,696,000,000
2.58
2.55
null
2,205,000,000
1,389,000,000
null
null
4,035,000,000
2,548,000,000
439,000,000
1,391,000,000
1,487,000,000
2010q1
2026-04-05T21:09:16.861000
25.713875
0.206424
0.065209
0.037436
0.103333
0.05996
0.2448
1.425772
1
1
null
1
null
null
null
null
null
null
null
null
null
1
38.635352
null
-0.028037
3.764917
null
1.091721
-0.0055
0.015061
-0.42459
2026-04-05T21:10:37.174000
false
false
false
true
0.075667
0.054015
-0.072781
-0.023458
0.184387
0.865501
0.090902
-0.001265
false
false
true
true
0.14005
0.063828
-0.064665
0.084788
0.451301
1.67922
true
0.464072
0.384434
0.21729
0.142145
0.688385
0.825503
0.430588
0.339223
0.5125
0.374101
0.230952
0.319693
0.696875
0.878788
2026-04-05T21:10:42.337000
train
1,043,219
NLY-PJ
ANNALY CAPITAL MANAGEMENT INC
0001157523-10-001176
6,798
2,009
FY
2010-02-24
2009-12-31
69,376,190,000
null
1,504,568,000
null
null
null
null
27,917,000
10,491,000
59,758,650,000
null
null
null
null
9,554,426,000
-336,964,000
null
null
null
null
1,961,471,000
3.55
3.52
1,295,762,000
34,381,000
null
null
130,152,000
10,817,711,000
null
1,269,420,000
553,134,877
null
2010q1
2026-04-05T21:09:16.861000
17.27323
null
null
null
0.205294
0.028273
null
null
1
1
null
1
null
null
null
null
null
null
null
null
null
1
37.144303
null
17.203793
null
null
5.515101
-0.127655
null
null
2026-04-05T21:10:37.174000
true
false
false
true
-0.095766
0.032495
-0.353913
null
0.004197
null
0.128464
null
false
false
true
true
-0.059506
0.649565
-0.772843
null
null
null
true
0.146707
0.29717
0.109813
null
0.439093
null
0.588235
null
0.225
0.901679
0.085714
null
null
null
2026-04-05T21:10:42.337000
train
701,221
null
CIGNA CORP
0000950123-10-016612
6,324
2,009
FY
2010-02-25
2009-12-31
43,013,000,000
null
924,000,000
null
null
null
862,000,000
2,876,000,000
null
37,584,000,000
null
null
2,436,000,000
2,436,000,000
5,417,000,000
8,625,000,000
18,414,000,000
1,036,000,000
null
null
1,302,000,000
4.75
4.73
null
594,000,000
268,000,000
null
null
745,000,000
307,000,000
11,000,000
null
438,000,000
2010q1
2026-04-05T21:09:16.861000
null
null
null
0.070707
0.240354
0.03027
0.449695
null
1
1
null
0
null
null
null
null
null
null
null
null
null
1
null
null
null
null
null
0.572197
0.01295
0.023786
-0.510577
2026-04-05T21:10:37.174000
true
false
false
true
null
0.226694
0.033026
0.154176
1.339597
2.294521
0.202408
null
false
false
true
true
null
0.540336
0.019201
0.194635
1.001342
1.440639
true
null
0.790094
0.320093
0.67581
0.951841
0.909396
0.795294
null
null
0.868106
0.285714
0.554987
0.871875
0.863636
2026-04-05T21:10:42.337000
train
818,479
XRAY
DENTSPLY INTERNATIONAL INC /DE/
0001144204-10-009164
3,843
2,009
FY
2010-02-22
2009-12-31
3,087,932,000
1,217,796,000
450,348,000
37,000
null
291,640,000
439,619,000
1,312,596,000
89,086,000
1,180,974,000
444,556,000
100,847,000
387,151,000
387,151,000
1,832,105,000
2,083,459,000
2,159,916,000
1,048,612,000
1,111,304,000
381,187,000
274,258,000
1.85
1.83
21,896,000
88,944,000
54,087,000
null
null
362,489,000
56,481,000
29,836,000
148,319,000
306,008,000
2010q1
2026-04-05T21:09:16.861000
12.352463
0.514513
0.176482
0.126976
0.149696
0.088816
0.211315
2.739353
1
1
null
1
null
null
null
null
null
null
2.488136
grey
false
1
22.675345
0.248262
2.902009
5.213358
null
1.321708
-0.028573
0.141676
0.033688
2026-04-05T21:10:37.174000
false
false
false
true
0.03423
0.003974
-0.031175
0.028287
-0.000455
0.039476
0.144455
-0.005266
false
false
true
true
0.058181
0.008718
-0.108431
0.174915
0.085465
0.053185
true
0.329341
0.212264
0.257009
0.304239
0.433428
0.567114
0.637647
0.272085
0.346875
0.278177
0.219048
0.524297
0.44375
0.560606
2026-04-05T21:10:42.337000
train
773,840
HON
HONEYWELL INTERNATIONAL INC
0000930413-10-000784
3,714
2,009
FY
2010-02-12
2009-12-31
36,004,000,000
13,936,000,000
2,801,000,000
null
6,274,000,000
3,446,000,000
4,847,000,000
10,494,000,000
null
null
11,147,000,000
3,633,000,000
null
null
8,844,000,000
17,487,000,000
30,908,000,000
23,185,000,000
null
null
2,153,000,000
2.86
2.85
null
789,000,000
957,000,000
null
4,341,000,000
3,946,000,000
-609,000,000
-918,000,000
null
4,555,000,000
2010q1
2026-04-05T21:09:16.861000
null
null
null
0.069658
0.243442
0.059799
null
1.250202
1
1
null
1
null
null
null
null
null
null
null
null
null
1
null
null
null
null
null
1.832791
-0.0498
0.147373
0.017302
2026-04-05T21:10:37.174000
false
false
false
true
null
0.206015
-0.060845
0.079656
0.065129
-0.220198
0.189574
null
null
false
true
true
null
0.221845
-0.039944
0.181862
-0.282058
null
true
null
0.759434
0.221963
0.498753
0.543909
0.365772
0.771765
null
null
0.647482
0.247619
0.534527
0.1625
null
2026-04-05T21:10:42.337000
train
25,475
CRD-B
CRAWFORD & CO
0000950123-10-021539
6,411
2,009
FY
2010-03-05
2009-12-31
742,905,000
325,715,000
70,354,000
null
139,215,000
null
42,146,000
123,169,000
104,409,000
null
258,998,000
35,449,000
null
null
56,682,000
140,463,000
1,048,202,000
792,325,000
null
null
-115,683,000
-2.23
-2.23
null
2,618,000
31,010,000
null
209,458,000
51,664,000
9,886,000
null
51,830,000
41,778,000
2010q1
2026-04-05T21:09:16.861000
1.093614
null
null
-0.110363
-2.040912
-0.155717
null
1.257597
0
1
null
1
null
null
null
null
null
null
null
null
null
1
null
null
-3.297241
1.287227
null
-0.4466
-0.22526
0.039857
0.492106
2026-04-05T21:10:37.174000
true
false
false
true
0.554257
0.579267
1.244876
0.05972
-0.493516
-0.696156
0.316457
null
true
true
true
true
null
1.354751
1.392486
0.155657
-0.290105
-0.462516
true
0.949102
0.95283
0.808411
0.418953
0.07932
0.130872
0.912941
null
null
0.959233
0.785714
0.483376
0.15625
0.246212
2026-04-05T21:10:42.337000
train
1,144,519
null
BUNGE LTD
0001047469-10-001666
2,070
2,009
FY
2010-03-01
2009-12-31
21,286,000,000
11,783,000,000
553,000,000
null
2,363,000,000
null
5,347,000,000
427,000,000
170,000,000
null
6,207,000,000
3,275,000,000
3,618,000,000
3,618,000,000
9,494,000,000
3,996,000,000
41,926,000,000
40,722,000,000
1,204,000,000
null
361,000,000
2.24
2.22
283,000,000
-110,000,000
443,000,000
null
1,342,000,000
-368,000,000
918,000,000
103,000,000
134,096,906
-1,286,000,000
2010q1
2026-04-05T21:09:16.861000
70.799546
0.028717
null
0.00861
0.038024
0.01696
0.381083
1.898341
1
0
null
0
null
null
null
null
null
null
null
null
null
1
59.735225
null
66.347541
41.581869
null
-1.019391
0.034248
-0.030673
-0.759352
2026-04-05T21:10:37.174000
false
false
false
true
null
null
null
null
null
null
null
null
null
null
null
false
0.135596
0.233095
1.609418
0.401111
8.103261
2.157854
true
null
null
null
null
null
null
null
null
0.503125
0.664269
0.830952
0.782609
0.9875
0.909091
2026-04-05T21:10:42.337000
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
2010q1
2026-04-05T21:09:16.861000
null
null
null
0.084491
0.100305
0.015651
null
null
1
1
null
1
null
null
null
null
null
null
null
null
null
1
null
null
null
null
null
1.450856
-0.007056
null
null
2026-04-05T21:10:37.174000
true
false
false
true
null
0.05227
0.039292
0.010128
-0.032498
null
0.099068
null
false
false
true
true
null
0.009047
-0.723903
0.018531
-0.035004
null
true
null
0.379717
0.334112
0.216958
0.402266
null
0.472941
null
null
0.280576
0.095238
0.199488
0.321875
null
2026-04-05T21:10:42.337000
train
843,006
ACCS
ISSUER DIRECT CORP
0001354488-10-000860
2,750
2,009
FY
2010-03-17
2009-12-31
465,005
323,555
146,043
null
152,069
null
null
null
120,363
185,050
null
51,715
null
null
279,955
-1,200,573
1,885,232
null
1,098,599
274,862
274,174
0.02
0.02
688
null
38,246
null
537,604
186,601
null
null
17,014,713
null
2010q1
2026-04-05T21:09:16.861000
0.016454
0.582739
0.145797
0.145432
0.97935
0.589615
null
null
1
1
null
0
null
null
null
null
null
null
null
null
null
1
0.086047
0.00814
0.00938
null
null
0.680593
0.188327
null
null
2026-04-05T21:10:37.174000
false
false
false
true
2.169325
2.242414
0.566181
1.047765
1.391718
null
0.473055
-0.086763
false
false
true
true
40.637513
3.327856
-0.127284
0.712309
1.562462
null
true
0.982036
0.995283
0.686916
0.995012
0.957507
null
0.962353
0.04947
0.984375
0.990408
0.204762
0.910486
0.934375
null
2026-04-05T21:10:42.337000
train
97,216
TEX
TEREX CORP
0001104659-10-009153
3,537
2,009
FY
2010-02-24
2009-12-31
5,713,800,000
3,914,600,000
971,200,000
null
610,000,000
1,418,500,000
629,900,000
511,100,000
null
4,039,400,000
1,554,700,000
540,900,000
1,892,700,000
1,892,700,000
1,650,200,000
958,200,000
4,043,100,000
3,768,200,000
274,900,000
-459,900,000
-398,400,000
-3.88
-3.88
119,400,000
-132,100,000
73,600,000
null
734,800,000
null
51,400,000
null
102,600,000
null
2010q1
2026-04-05T21:09:16.861000
16.083821
0.067992
-0.113749
-0.098538
-0.241425
-0.069726
1.146952
2.517913
0
0
null
0
null
null
null
null
null
null
1.092399
distress
true
0
null
-1.216374
11.102339
23.000975
null
null
null
null
null
2026-04-05T21:10:37.174000
false
false
false
true
0.19155
0.262392
1.899849
0.092775
null
null
0.172091
0.097046
true
true
true
true
0.082457
0.155254
1.113454
0.608815
null
null
true
0.781437
0.839623
0.883178
0.543641
null
null
0.717647
0.893993
0.39375
0.546763
0.730952
0.879795
null
null
2026-04-05T21:10:42.337000
train
101,830
null
SPRINT NEXTEL CORP
0001193125-10-042491
4,813
2,009
FY
2010-02-26
2009-12-31
55,424,000,000
8,593,000,000
3,819,000,000
105,000,000
null
628,000,000
18,280,000,000
373,000,000
null
37,329,000,000
6,785,000,000
2,267,000,000
null
null
18,095,000,000
-33,779,000,000
32,260,000,000
16,435,000,000
null
-1,398,000,000
-2,436,000,000
null
null
1,450,000,000
-1,058,000,000
7,416,000,000
null
9,453,000,000
4,891,000,000
1,603,000,000
0
2,973,000,000
3,288,000,000
2010q1
2026-04-05T21:09:16.861000
6.086445
null
-0.043335
-0.075511
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1
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null
null
null
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distress
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1
null
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2026-04-05T21:10:42.337000
train
1,170,650
null
MEDCO HEALTH SOLUTIONS INC
0000950123-10-015821
5,912
2,009
FY
2010-02-23
2009-12-31
17,915,500,000
8,158,600,000
2,528,200,000
20,100,000
null
1,285,300,000
912,500,000
6,333,000,000
2,428,800,000
11,528,300,000
6,347,700,000
3,506,400,000
4,000,100,000
4,000,100,000
6,387,200,000
5,209,600,000
59,804,200,000
55,777,200,000
null
null
1,280,300,000
2.66
2.61
172,500,000
823,000,000
179,000,000
null
1,455,500,000
3,501,400,000
238,800,000
null
481,100,000
3,262,600,000
2010q1
2026-04-05T21:09:16.861000
13.276242
null
null
0.021408
0.200448
0.071463
0.626268
1.285284
1
1
null
1
null
null
null
null
null
null
4.277601
safe
false
1
28.18835
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3.764082
null
2.734828
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0.054555
0.603605
2026-04-05T21:10:37.174000
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false
false
true
-0.322131
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false
false
true
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0.171545
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0.077844
0.023585
0.415888
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0.931765
null
0.1375
0.057554
0.357143
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0.05625
0.155303
2026-04-05T21:10:42.337000
train
909,832
COST
COSTCO WHOLESALE CORP /NEW
0001193125-10-059399
5,331
2,010
Q2
2010-03-17
2010-01-31
23,366,000,000
11,501,000,000
4,134,000,000
585,000,000
951,000,000
5,365,000,000
11,105,000,000
null
null
12,623,000,000
9,865,000,000
5,598,000,000
2,134,000,000
2,134,000,000
10,651,000,000
6,495,000,000
18,742,000,000
16,396,000,000
null
470,000,000
299,000,000
0.68
0.67
26,000,000
169,000,000
null
null
1,873,000,000
null
null
null
440,379,000
null
2010q1
2026-04-05T21:09:16.861000
24.185985
null
0.025077
0.015953
0.028072
0.012796
0.200357
1.165839
1
0
null
0
null
null
null
null
null
null
2.372405
grey
false
0
19.236569
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24.185985
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null
null
null
null
null
2026-04-05T21:10:37.174000
false
false
false
true
0.095501
0.087504
0.16388
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null
null
0.030044
0.003474
true
true
true
true
0.165652
0.148437
0.317726
0.22543
null
null
true
0.526946
0.514151
0.464953
0.600998
null
null
0.12
0.409894
0.540625
0.532374
0.478571
0.603581
null
null
2026-04-05T21:10:42.337000
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
2010q1
2026-04-05T21:09:16.861000
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
-0.662272
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null
null
2026-04-05T21:10:37.174000
false
false
false
true
null
null
null
null
null
null
null
null
null
null
null
false
4,212,224.669174
0.398506
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null
true
null
null
null
null
null
null
null
null
1
0.805755
0.742857
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0.75
null
2026-04-05T21:10:42.337000
train
4,962
AXP
AMERICAN EXPRESS CO
0001193125-10-041232
6,199
2,009
FY
2010-02-26
2009-12-31
124,088,000,000
null
15,542,000,000
null
null
null
2,782,000,000
null
null
109,682,000,000
null
null
52,338,000,000
52,338,000,000
14,406,000,000
3,737,000,000
5,331,000,000
null
null
2,841,000,000
2,130,000,000
1.54
1.54
2,207,000,000
704,000,000
null
null
null
6,384,000,000
772,000,000
924,000,000
1,192,000,000
5,612,000,000
2010q1
2026-04-05T21:09:16.861000
12.08557
null
0.532921
0.39955
0.147855
0.017165
3.63307
null
1
1
null
1
null
null
null
null
null
null
null
null
null
1
20.463749
null
12.08557
null
null
2.997183
-0.034282
1.052711
1.515372
2026-04-05T21:10:37.174000
true
false
false
true
0.121908
0.126614
0.904695
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null
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false
true
true
0.335977
0.304595
1.316901
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0.643713
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null
0.784375
0.738609
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0.757576
2026-04-05T21:10:42.337000
train
40,987
GPC
GENUINE PARTS CO
0000950123-10-017728
5,013
2,009
FY
2010-02-26
2009-12-31
5,004,689,000
4,032,828,000
336,803,000
null
null
2,214,076,000
485,024,000
null
null
null
1,408,284,000
1,094,347,000
500,000,000
500,000,000
2,621,330,000
2,772,309,000
10,057,512,000
7,047,750,000
3,009,762,000
null
399,575,000
2.51
2.5
27,885,000
null
-90,411,000
null
2,219,935,000
845,298,000
69,445,000
253,558,000
158,917,846
775,853,000
2010q1
2026-04-05T21:09:16.861000
16.494875
0.299255
null
0.039729
0.152432
0.07984
0.190743
2.863647
1
1
null
1
null
null
null
null
null
null
null
null
null
1
30.521272
null
16.494875
16.515099
null
2.115493
-0.089061
0.077142
0.079385
2026-04-05T21:10:37.174000
false
false
false
true
0.074467
0.065802
0.190042
0.11435
-0.197132
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0.170201
null
true
false
true
true
0.084048
0.061764
0.414293
0.238763
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true
0.458084
0.431604
0.5
0.603491
0.23796
0.342282
0.710588
null
0.396875
0.371703
0.55
0.621483
0.16875
0.306818
2026-04-05T21:10:42.337000
train
90,185
null
SIGMA ALDRICH CORP
0001193125-10-027258
5,160
2,009
FY
2010-02-10
2009-12-31
2,713,800,000
1,383,500,000
372,500,000
null
285,200,000
609,000,000
708,900,000
400,700,000
129,300,000
1,027,800,000
741,900,000
112,400,000
null
null
1,686,000,000
3,230,400,000
2,147,600,000
1,057,700,000
1,089,900,000
499,600,000
346,700,000
2.84
2.8
10,000,000
142,900,000
92,400,000
63,000,000
518,100,000
515,700,000
119,900,000
70,700,000
121,700,000
395,800,000
2010q1
2026-04-05T21:09:16.861000
13.853739
0.507497
0.232632
0.161436
0.205635
0.127754
null
1.864807
1
1
null
1
null
null
null
null
null
null
3.228483
safe
false
1
29.753217
2.922761
9.498767
5.27198
null
1.487453
-0.062274
0.184299
0.336622
2026-04-05T21:10:37.174000
false
false
false
true
0.169123
0.172005
0.107586
0.057459
0.014156
0.071248
0.194332
0.009993
false
true
true
true
0.311816
0.30427
0.318142
0.166418
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true
0.745509
0.716981
0.408879
0.408978
0.444759
0.59396
0.785882
0.5053
0.765625
0.736211
0.480952
0.503836
0.315625
0.530303
2026-04-05T21:10:42.337000
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
2010q1
2026-04-05T21:09:16.861000
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
2026-04-05T21:10:37.174000
false
false
false
true
0.108723
0.115851
0.134786
-0.043738
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0.105855
0.019188
true
true
true
true
0.232376
0.248423
0.357386
0.153084
0.022912
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true
0.592814
0.610849
0.439252
0.119701
0.192635
0.315436
0.505882
0.60424
0.65625
0.685851
0.52381
0.473146
0.390625
0.44697
2026-04-05T21:10:42.337000
train
1,166,691
CCZ
COMCAST CORP
0001193125-10-037551
4,841
2,009
FY
2010-02-23
2009-12-31
112,733,000,000
3,223,000,000
671,000,000
50,000,000
1,711,000,000
null
23,855,000,000
14,933,000,000
4,105,000,000
null
7,249,000,000
3,094,000,000
null
null
42,721,000,000
10,005,000,000
35,756,000,000
null
null
7,214,000,000
3,638,000,000
1.27
1.26
2,348,000,000
1,478,000,000
5,483,000,000
null
7,646,000,000
10,281,000,000
5,117,000,000
761,000,000
null
5,164,000,000
2010q1
2026-04-05T21:09:16.861000
null
null
0.201756
0.101745
0.085157
0.032271
null
0.444613
1
1
null
1
null
null
null
null
null
null
null
null
null
1
null
null
null
null
null
2.826003
-0.058927
0.144423
0.092909
2026-04-05T21:10:37.174000
false
false
false
true
null
0.038225
-0.000825
0.060997
0.087346
0.204105
0.081954
0.008592
false
false
true
true
null
0.106575
0.143485
0.561752
0.395292
0.750194
true
null
0.320755
0.287383
0.426434
0.563739
0.687919
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0.469965
null
0.450839
0.359524
0.872123
0.671875
0.768939
2026-04-05T21:10:42.337000
train
39,911
GAP
GAP INC
0001193125-10-068386
5,651
2,009
FY
2010-03-26
2010-01-31
7,985,000,000
4,664,000,000
2,348,000,000
225,000,000
null
null
2,628,000,000
null
null
null
2,131,000,000
1,027,000,000
null
null
4,891,000,000
10,815,000,000
14,197,000,000
8,473,000,000
5,724,000,000
1,815,000,000
1,102,000,000
1.59
1.58
6,000,000
714,000,000
655,000,000
null
null
1,928,000,000
334,000,000
234,000,000
676,000,000
1,594,000,000
2010q1
2026-04-05T21:09:16.861000
7.235207
0.403184
0.127844
0.077622
0.225312
0.138009
null
2.188644
1
1
null
1
null
null
null
null
null
null
null
null
null
1
16.088491
null
7.235207
3.747041
null
1.749546
-0.103444
0.112277
0.184398
2026-04-05T21:10:37.174000
false
false
false
true
-0.040971
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0.092559
0.032894
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0.006362
true
true
false
true
-0.214893
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0.024794
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true
0.179641
0.054245
0.390187
0.32419
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0.14375
0.052758
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0.217391
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0.234848
2026-04-05T21:10:42.337000
train
1,800
ABT
ABBOTT LABORATORIES
0001047469-10-001018
2,834
2,009
FY
2010-02-19
2009-12-31
52,416,623,000
23,313,891,000
8,809,339,000
1,122,709,000
6,541,941,000
3,264,877,000
7,619,489,000
13,200,174,000
6,291,989,000
null
13,049,489,000
null
11,266,294,000
11,266,294,000
22,855,627,000
17,054,027,000
30,764,707,000
13,209,329,000
null
6,235,741,000
5,745,838,000
3.71
3.69
519,656,000
1,447,936,000
1,210,977,000
null
8,405,904,000
null
1,089,048,000
2,414,460,000
1,546,983,000
null
2010q1
2026-04-05T21:09:16.861000
14.774323
null
0.202691
0.186767
0.251397
0.109619
0.492933
1.786575
1
0
null
0
null
null
null
null
null
null
null
null
null
0
35.118181
null
2.174209
6.63511
null
null
null
null
null
2026-04-05T21:10:37.174000
false
false
false
true
-0.020085
-0.020454
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0.143086
null
null
0.206635
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false
false
false
true
0.061996
0.069314
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0.262852
null
null
true
0.197605
0.150943
0.158879
0.65586
null
null
0.811765
0.137809
0.353125
0.383693
0.190476
0.644501
null
null
2026-04-05T21:10:42.337000
train
1,122,304
null
AETNA INC /PA/
0001122304-10-000024
6,324
2,009
FY
2010-02-26
2009-12-31
38,550,400,000
6,826,900,000
1,203,600,000
2,922,700,000
null
null
551,000,000
5,146,200,000
590,700,000
29,046,600,000
8,464,200,000
null
3,639,500,000
3,639,500,000
9,503,800,000
10,256,700,000
34,764,100,000
null
null
null
1,276,500,000
2.89
2.84
243,400,000
624,700,000
null
null
5,131,100,000
2,488,300,000
362,000,000
17,300,000
null
2,126,300,000
2010q1
2026-04-05T21:09:16.861000
null
null
null
0.036719
0.134315
0.033112
0.382952
0.806562
1
1
null
1
null
null
null
null
null
null
null
null
null
1
null
null
null
null
null
1.949315
-0.031434
0.061164
-0.200675
2026-04-05T21:10:37.174000
true
false
false
true
null
0.040721
0.384097
-0.014903
-0.432504
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0.178631
null
true
true
true
true
null
0.064858
0.555582
-0.028314
0.007837
0.004468
true
null
0.332547
0.60514
0.154613
0.096317
0.208054
0.738824
null
null
0.376499
0.597619
0.14578
0.375
0.541667
2026-04-05T21:10:42.337000
train
1,050,915
PWR
QUANTA SERVICES INC
0000950123-10-019204
1,731
2,009
FY
2010-03-01
2009-12-31
4,116,954,000
1,582,792,000
699,629,000
null
688,260,000
33,451,000
854,437,000
1,449,558,000
184,822,000
1,006,393,000
495,688,000
422,034,000
null
null
3,109,183,000
75,836,000
3,318,126,000
null
593,488,000
242,122,000
163,535,000
0.81
0.81
11,269,000
70,195,000
86,862,000
null
312,414,000
376,898,000
164,980,000
null
209,378,308
211,918,000
2010q1
2026-04-05T21:09:16.861000
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null
3.193121
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2026-04-05T21:10:42.337000
train
56,873
KR
KROGER CO
0001104659-10-017258
5,411
2,009
FY
2010-03-30
2010-01-31
23,093,000,000
7,450,000,000
424,000,000
null
909,000,000
null
13,929,000,000
1,158,000,000
null
18,187,000,000
7,714,000,000
null
null
null
4,832,000,000
7,344,000,000
76,733,000,000
58,958,000,000
null
1,091,000,000
70,000,000
0.11
0.11
502,000,000
532,000,000
1,525,000,000
null
null
2,922,000,000
2,297,000,000
238,000,000
647,000,000
625,000,000
2010q1
2026-04-05T21:09:16.861000
7.468315
null
0.014218
0.000912
0.014487
0.003031
null
0.965777
1
1
null
1
null
null
null
null
null
null
3.837424
safe
false
1
4.299312
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5.678516
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null
41.742857
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0.008145
1.68607
2026-04-05T21:10:37.174000
false
false
false
true
0.116739
0.096026
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0.20625
0.103118
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0.529412
null
null
2026-04-05T21:10:42.337000
train
884,905
null
PRAXAIR INC
0001193125-10-038766
2,810
2,009
FY
2010-02-24
2009-12-31
14,317,000,000
2,223,000,000
45,000,000
null
1,579,000,000
377,000,000
8,990,000,000
2,070,000,000
142,000,000
8,669,000,000
1,813,000,000
730,000,000
null
null
5,315,000,000
6,831,000,000
8,956,000,000
null
null
1,575,000,000
1,254,000,000
4.08
4.01
null
169,000,000
846,000,000
74,000,000
1,088,000,000
2,168,000,000
1,352,000,000
491,000,000
307,676,000
816,000,000
2010q1
2026-04-05T21:09:16.861000
17.274666
null
0.17586
0.140018
0.235936
0.087588
null
1.226145
1
1
null
1
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null
null
null
null
null
1.648259
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false
1
39.822284
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null
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2026-04-05T21:10:37.174000
false
false
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true
0.093143
0.089746
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0.129522
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false
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true
0.051131
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0.321343
0.495238
0.636829
0.48125
0.397727
2026-04-05T21:10:42.337000
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
-125,349,000
269,191,000
null
100,745,000
193,529,000
189,511,000
null
null
4,018,000
2010q1
2026-04-05T21:09:16.861000
null
null
-0.226572
0.220738
null
0.053991
null
2.12659
1
1
null
0
null
null
null
null
null
null
null
null
null
1
null
null
null
null
null
0.480445
0.028051
0.002202
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2026-04-05T21:10:37.174000
false
false
false
true
null
null
-1.124127
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null
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null
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null
null
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null
null
0.090476
null
0.659375
0.011364
2026-04-05T21:10:42.337000
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
2010q1
2026-04-05T21:09:16.861000
20.00095
0.419814
0.199352
0.115726
0.257965
0.112303
0.463986
0.918696
1
1
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1
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null
null
null
null
null
2.312461
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1
47.719054
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null
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2026-04-05T21:10:37.174000
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0.204191
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0.279847
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2026-04-05T21:10:42.337000
train
816,284
null
CELGENE CORP /DE/
0000950123-10-014092
2,834
2,009
FY
2010-02-18
2009-12-31
5,389,311,000
3,844,804,000
1,102,172,000
1,894,580,000
438,617,000
100,683,000
297,792,000
578,116,000
349,542,000
994,705,000
494,705,000
36,629,000
null
null
4,394,606,000
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2,689,893,000
216,289,000
null
841,526,000
776,747,000
1.69
1.66
1,966,000
198,956,000
41,682,000
null
753,827,000
909,855,000
93,384,000
null
459,304,000
816,471,000
2010q1
2026-04-05T21:09:16.861000
9.567968
null
0.312847
0.288765
0.17675
0.144127
null
7.771913
1
1
null
1
null
null
null
null
null
null
3.263651
safe
false
1
19.074118
6.205256
7.548264
7.29386
null
1.171366
-0.024699
0.303533
0.362414
2026-04-05T21:10:37.174000
false
false
false
true
0.332819
0.361663
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true
0.265329
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null
null
true
0.901198
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0.7
0.690647
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null
null
2026-04-05T21:10:42.337000
train
712,515
EA
ELECTRONIC ARTS INC.
0001193125-10-025856
7,372
2,009
Q3
2010-02-09
2009-12-31
4,939,000,000
2,782,000,000
1,114,000,000
352,000,000
495,000,000
144,000,000
550,000,000
1,097,000,000
215,000,000
2,340,000,000
1,871,000,000
186,000,000
null
null
2,599,000,000
93,000,000
1,243,000,000
654,000,000
589,000,000
-107,000,000
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null
null
null
-28,000,000
null
null
84,000,000
null
null
null
327,000,000
null
2010q1
2026-04-05T21:09:16.861000
7.948012
0.473854
-0.086082
-0.065969
-0.031551
-0.016603
null
1.486905
0
0
null
0
null
null
null
null
null
null
0.859828
distress
true
0
null
1.351682
3.93578
2.785933
null
null
null
null
null
2026-04-05T21:10:37.174000
false
false
false
true
-0.111743
-0.092728
-2.926829
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null
null
-0.136556
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false
true
-0.144213
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null
null
true
0.137725
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0.014019
0.032419
null
null
0.032941
0.010601
0.175
0.129496
0.040476
0.063939
null
null
2026-04-05T21:10:42.337000
train
67,716
MDU
MDU RESOURCES GROUP INC
0000067716-10-000030
1,400
2,009
FY
2010-02-17
2009-12-31
5,990,952,000
1,061,658,000
175,114,000
2,833,000
531,980,000
249,804,000
3,894,117,000
629,463,000
28,977,000
null
667,185,000
null
null
null
2,571,647,000
1,377,039,000
4,176,501,000
null
null
-153,097,000
-123,274,000
null
null
84,099,000
-96,092,000
330,542,000
null
null
846,686,000
null
115,023,000
185,175
null
2010q1
2026-04-05T21:09:16.861000
13,887.657621
null
-0.036657
-0.029516
-0.047936
-0.020577
null
1.59125
0
1
null
1
null
null
null
null
null
null
null
null
null
1
null
null
10,331.886054
2,130.271365
null
-6.868326
-0.161904
null
null
2026-04-05T21:10:37.174000
false
false
false
true
0.030626
0.047112
2.952228
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null
0.089371
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true
true
true
true
-0.998941
0.079295
2.728069
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null
true
0.314371
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0.0798
0.127479
null
0.425882
0.932862
0.040625
0.402878
0.897619
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null
2026-04-05T21:10:42.337000
train
62,996
MAS
MASCO CORP /DE/
0000950123-10-013437
2,430
2,009
FY
2010-02-16
2009-12-31
9,175,000,000
3,451,000,000
1,413,000,000
null
983,000,000
743,000,000
1,981,000,000
3,108,000,000
290,000,000
6,358,000,000
1,781,000,000
578,000,000
3,604,000,000
3,604,000,000
2,629,000,000
1,871,000,000
7,792,000,000
5,774,000,000
2,018,000,000
55,000,000
-183,000,000
-0.53
-0.53
225,000,000
-49,000,000
null
null
1,701,000,000
705,000,000
125,000,000
166,000,000
350,400,000
580,000,000
2010q1
2026-04-05T21:09:16.861000
7.502854
0.258984
0.007059
-0.023486
-0.069608
-0.019946
1.370863
1.937675
0
1
null
1
null
null
null
null
null
null
1.322092
grey
false
1
null
-8.296233
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4.765982
null
-3.852459
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0.074435
-0.208734
2026-04-05T21:10:37.174000
false
false
false
true
-0.470846
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false
true
-0.798103
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0.062874
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2026-04-05T21:10:42.337000
train
47,217
HPQ
HEWLETT PACKARD CO
0001047469-10-002073
3,570
2,010
Q1
2010-03-11
2010-01-31
113,618,000,000
51,697,000,000
13,547,000,000
60,000,000
14,503,000,000
6,630,000,000
11,164,000,000
33,068,000,000
6,266,000,000
null
40,873,000,000
13,557,000,000
null
null
41,628,000,000
30,391,000,000
31,177,000,000
16,347,000,000
null
3,003,000,000
2,250,000,000
0.95
0.93
null
554,000,000
1,162,000,000
681,000,000
2,932,000,000
2,407,000,000
821,000,000
189,000,000
2,349,000,000
1,586,000,000
2010q1
2026-04-05T21:09:16.861000
17.721584
null
0.096321
0.072169
0.05405
0.019803
null
1.26482
1
1
null
1
null
null
null
null
null
null
null
null
null
1
19.462755
null
0.976586
4.607918
null
1.069778
-0.001382
0.050871
-0.383159
2026-04-05T21:10:37.174000
false
false
false
true
0.069543
-0.010137
0.157778
0.036084
0.275447
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true
true
false
true
0.117213
-0.059239
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null
null
true
0.443114
0.179245
0.46028
0.351621
0.745042
0.734899
0.298824
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0.46875
0.191847
0.135714
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null
null
2026-04-05T21:10:42.337000
train
1,335,793
null
CNX GAS CORP
0001193125-10-025517
1,311
2,009
FY
2010-02-09
2009-12-31
2,171,382,000
148,614,000
1,124,000
null
43,421,000
null
1,976,550,000
null
null
664,482,000
217,244,000
53,516,000
10,062,000
10,062,000
1,511,270,000
633,417,000
683,444,000
null
null
262,061,000
164,462,000
1.09
1.09
7,568,000
98,636,000
107,251,000
null
66,655,000
360,163,000
336,447,000
null
150,986,918
23,716,000
2010q1
2026-04-05T21:09:16.861000
10.009278
null
0.383442
0.240637
0.108824
0.075741
0.006658
0.684088
1
1
null
1
null
null
null
null
null
null
1.881061
grey
false
1
15.667723
-3.41664
10.009278
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null
2.189947
-0.090127
0.034701
0.012306
2026-04-05T21:10:37.174000
false
false
false
true
null
null
null
null
null
null
null
null
null
null
null
false
null
null
null
null
null
null
false
null
null
null
null
null
null
null
null
null
null
null
null
null
null
2026-04-05T21:10:42.337000
train
68,505
MSI
MOTOROLA INC
0001047469-10-000905
3,663
2,009
FY
2010-02-16
2009-12-31
25,603,000,000
16,032,000,000
2,869,000,000
2,000,000
3,495,000,000
1,308,000,000
2,154,000,000
2,823,000,000
null
null
8,261,000,000
2,429,000,000
3,365,000,000
3,365,000,000
9,775,000,000
3,827,000,000
22,044,000,000
14,987,000,000
7,057,000,000
-148,000,000
-51,000,000
-0.02
-0.02
null
-77,000,000
751,000,000
3,183,000,000
3,381,000,000
629,000,000
275,000,000
114,000,000
2,312,100,000
354,000,000
2010q1
2026-04-05T21:09:16.861000
4.227758
0.320132
-0.006714
-0.002314
-0.005217
-0.001992
0.344246
1.940685
0
1
null
1
null
null
null
null
null
null
null
null
null
1
null
null
3.00679
3.361014
null
-12.333333
-0.026559
0.016059
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2026-04-05T21:10:37.174000
false
false
false
true
6.655815
0.113555
13.411765
-0.125295
1.438792
2.387006
0.058153
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true
true
true
true
2.8685
-0.466598
23.705882
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0.348172
0.870056
true
0.991018
0.596698
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0.034913
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0.047962
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0.818182
2026-04-05T21:10:42.337000
train
909,281
null
ONEOK PARTNERS LP
0000909281-10-000028
4,922
2,009
FY
2010-02-23
2009-12-31
7,953,259,000
1,102,093,000
3,151,000
null
624,635,000
217,585,000
5,381,412,000
null
null
null
2,047,314,000
694,290,000
2,822,086,000
2,822,086,000
3,004,458,000
null
6,474,491,000
5,355,194,000
1,119,297,000
546,602,000
434,356,000
null
null
206,016,000
12,963,000
164,136,000
null
null
562,439,000
615,691,000
null
null
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2010q1
2026-04-05T21:09:16.861000
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2026-04-05T21:10:42.337000
train
1,274,494
FSLR
FIRST SOLAR, INC.
0001274494-10-000007
3,674
2,009
FY
2010-02-22
2009-12-31
3,349,512,000
1,351,271,000
664,499,000
120,236,000
226,826,000
152,821,000
988,782,000
286,515,000
null
696,725,000
394,927,000
75,744,000
null
null
2,652,787,000
1,001,363,000
2,066,200,000
1,021,618,000
1,044,582,000
679,615,000
640,138,000
7.67
7.53
5,258,000
46,176,000
null
78,161,000
272,898,000
675,193,000
279,941,000
null
85,208,199
395,252,000
2010q1
2026-04-05T21:09:16.861000
31.133002
0.505557
0.32892
0.309814
0.241308
0.191114
null
3.421572
1
1
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1
null
null
null
null
null
null
3.31422
safe
false
1
73.299234
7.681726
27.770473
11.223615
null
1.054762
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0.191294
0.181489
2026-04-05T21:10:37.174000
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0.302383
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0.353587
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2026-04-05T21:10:42.337000
train
277,948
CSX
CSX CORP
0000277948-10-000013
4,011
2,009
FY
2010-02-19
2009-12-31
27,036,000,000
2,570,000,000
1,029,000,000
61,000,000
995,000,000
null
23,213,000,000
null
null
18,176,000,000
1,865,000,000
967,000,000
null
null
8,860,000,000
9,182,000,000
9,041,000,000
null
null
2,285,000,000
1,152,000,000
2.94
2.91
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908,000,000
null
null
2,060,000,000
-1,447,000,000
-345,000,000
392,127
3,507,000,000
2010q1
2026-04-05T21:09:16.861000
22,594.720588
null
0.252738
0.12742
0.130023
0.04261
null
1.378016
1
1
null
1
null
null
null
null
null
null
0.841377
distress
true
1
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22,594.720588
1,797.886909
null
1.788194
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0.3879
0.070701
2026-04-05T21:10:37.174000
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false
false
true
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0.176419
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0.035999
true
true
false
true
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0.298861
0.69466
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true
0.026946
0.15566
0.586449
0.720698
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0.745882
0.713781
0.03125
0.199041
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2026-04-05T21:10:42.337000
train
1,453,090
null
WEATHERFORD INTERNATIONAL LTD./SWITZERLAND
0000950123-10-019083
1,381
2,009
FY
2010-03-01
2009-12-31
18,866,183,000
6,140,606,000
252,519,000
null
2,504,876,000
2,239,762,000
6,991,579,000
4,156,105,000
778,786,000
9,067,479,000
2,796,888,000
1,002,359,000
null
null
9,719,672,000
4,817,101,000
8,826,933,000
8,123,078,000
null
703,855,000
253,766,000
0.35
0.35
null
19,549,000
906,697,000
194,650,000
1,241,920,000
614,322,000
1,569,477,000
null
714,981,000
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2010q1
2026-04-05T21:09:16.861000
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null
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1
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null
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2026-04-05T21:10:37.174000
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null
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null
null
null
2026-04-05T21:10:42.337000
train
2,969
APD
AIR PRODUCTS & CHEMICALS INC /DE/
0000950123-10-005134
2,810
2,010
Q1
2010-01-26
2009-12-31
12,914,500,000
2,783,200,000
323,000,000
null
1,377,800,000
522,600,000
6,945,200,000
912,200,000
259,500,000
7,730,400,000
2,144,900,000
1,378,500,000
3,705,100,000
3,705,100,000
5,033,900,000
7,389,800,000
2,173,500,000
1,568,600,000
null
345,000,000
251,800,000
1.19
1.16
31,600,000
83,500,000
217,100,000
27,200,000
244,100,000
193,900,000
288,800,000
95,100,000
211,700,000
-94,900,000
2010q1
2026-04-05T21:09:16.861000
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null
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1
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0
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null
null
null
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1
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2026-04-05T21:10:37.174000
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false
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true
0.140704
0.154175
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1.312961
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true
0.181656
0.173841
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2026-04-05T21:10:42.337000
train
721,371
CAH
CARDINAL HEALTH INC
0001193125-10-023332
5,122
2,010
Q2
2010-02-05
2009-12-31
20,821,500,000
15,458,300,000
1,746,800,000
null
4,927,500,000
7,961,000,000
1,423,200,000
null
null
null
12,203,000,000
10,543,100,000
null
null
5,226,100,000
2,306,500,000
24,919,700,000
23,962,000,000
957,700,000
366,800,000
234,500,000
0.65
0.65
27,400,000
134,800,000
null
null
605,200,000
null
null
null
359,000,000
null
2010q1
2026-04-05T21:09:16.861000
14.557382
0.038431
0.014719
0.00941
0.044871
0.011262
null
1.266762
1
0
null
0
null
null
null
null
null
null
null
null
null
0
14.591152
null
14.557382
9.067688
null
null
null
null
null
2026-04-05T21:10:37.174000
false
false
false
true
0.071392
0.03737
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null
null
0.039731
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true
true
0.180277
0.134249
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null
null
true
0.446108
0.316038
0.21028
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null
null
0.169412
0.342756
0.56875
0.508393
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null
null
2026-04-05T21:10:42.337000
train
753,308
NEE-PS
FPL GROUP INC
0000753308-10-000025
4,911
2,009
FY
2010-02-26
2009-12-31
48,458,000,000
4,337,000,000
238,000,000
null
1,431,000,000
null
36,078,000,000
null
null
null
6,449,000,000
null
16,300,000,000
16,300,000,000
12,967,000,000
null
15,643,000,000
null
null
2,594,000,000
null
3.99
3.97
null
327,000,000
1,765,000,000
null
null
4,463,000,000
null
-766,000,000
404,400,000
null
2010q1
2026-04-05T21:09:16.861000
32.064787
null
0.165825
null
null
null
1.257037
0.672507
0
1
null
0
null
null
null
null
null
null
null
null
null
0
53.652738
null
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null
null
null
null
null
2026-04-05T21:10:37.174000
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false
true
0.099179
0.115216
null
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null
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0.120253
0.152387
null
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0.541916
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null
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0.539568
null
0.150895
0.290625
null
2026-04-05T21:10:42.337000
train
14,272
CELG-RI
BRISTOL MYERS SQUIBB CO
0001193125-10-035167
2,834
2,009
FY
2010-02-19
2009-12-31
31,008,000,000
13,958,000,000
7,683,000,000
831,000,000
3,164,000,000
1,413,000,000
5,055,000,000
5,218,000,000
2,865,000,000
16,223,000,000
6,313,000,000
1,711,000,000
6,130,000,000
6,130,000,000
14,843,000,000
30,760,000,000
18,808,000,000
5,140,000,000
null
null
10,612,000,000
5.35
5.34
null
1,182,000,000
469,000,000
3,647,000,000
3,946,000,000
4,065,000,000
730,000,000
2,483,000,000
null
3,335,000,000
2010q1
2026-04-05T21:09:16.861000
null
null
null
0.564228
0.71495
0.342234
0.412989
2.210993
1
1
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null
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null
null
null
null
1
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null
null
null
null
0.383057
0.211139
0.177318
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2026-04-05T21:10:37.174000
false
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false
true
null
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null
0.074985
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null
0.403302
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null
0.393285
0.107143
0.424552
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0.681818
2026-04-05T21:10:42.337000
train
53,669
null
JOHNSON CONTROLS INC
0000950123-10-008106
2,531
2,010
Q1
2010-02-03
2009-12-31
23,805,000,000
9,676,000,000
791,000,000
null
5,154,000,000
1,571,000,000
3,918,000,000
6,506,000,000
735,000,000
null
8,387,000,000
4,504,000,000
3,077,000,000
3,077,000,000
9,353,000,000
null
8,408,000,000
7,172,000,000
1,236,000,000
null
350,000,000
0.52
0.52
null
5,000,000
169,000,000
null
883,000,000
808,000,000
177,000,000
77,000,000
null
631,000,000
2010q1
2026-04-05T21:09:16.861000
null
0.147003
null
0.041627
0.037421
0.014703
0.328985
1.15369
1
1
null
1
null
null
null
null
null
null
null
null
null
1
null
null
null
null
null
2.308571
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2026-04-05T21:10:37.174000
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false
false
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null
0.115257
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null
0.190741
0.171429
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null
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null
null
0.597122
0.378571
0.624041
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0.07197
2026-04-05T21:10:42.337000
train
1,393,311
PSA-PS
PUBLIC STORAGE
0001393311-10-000004
6,798
2,009
FY
2010-03-01
2009-12-31
9,805,645,000
null
763,789,000
null
null
null
null
174,634,000
38,270,000
731,142,000
null
null
null
null
8,928,407,000
-153,759,000
1,627,702,000
null
null
null
834,621,000
3.48
-0.05
29,916,000
null
340,233,000
null
35,735,000
null
null
null
168,405,539
null
2010q1
2026-04-05T21:09:16.861000
53.0173
null
null
0.51276
0.093479
0.085116
null
null
1
0
null
0
null
null
null
null
null
null
null
null
null
0
64.43023
null
51.753066
null
null
null
null
null
null
2026-04-05T21:10:37.174000
true
false
false
true
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null
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null
null
2026-04-05T21:10:42.337000
train
922,224
PPLC
PPL CORP
0000922224-10-000012
4,911
2,009
FY
2010-02-26
2009-12-31
22,165,000,000
4,752,000,000
801,000,000
0
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357,000,000
null
806,000,000
615,000,000
null
4,182,000,000
619,000,000
7,143,000,000
7,143,000,000
5,496,000,000
3,749,000,000
7,556,000,000
null
null
961,000,000
407,000,000
1.08
1.08
396,000,000
130,000,000
null
null
null
1,852,000,000
1,225,000,000
517,000,000
377,183,000
627,000,000
2010q1
2026-04-05T21:09:16.861000
14.571176
null
0.127184
0.053864
0.074054
0.018362
1.299672
1.136298
1
1
null
1
null
null
null
null
null
null
null
null
null
1
18.817003
null
10.803774
1.511203
null
4.550369
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0.08298
0.088925
2026-04-05T21:10:37.174000
false
false
false
true
0.165601
0.493814
1.304668
0.127713
0.097732
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0.091805
true
true
true
true
0.284759
0.97016
2.673219
0.68568
0.353672
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true
0.739521
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2026-04-05T21:10:42.337000
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
2010q1
2026-04-05T21:09:16.861000
11.148244
0.997596
0.374806
0.231636
0.150441
0.135065
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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0.214595
0.027793
2026-04-05T21:10:37.174000
true
false
false
true
0.142745
0.143744
0.550277
0.266467
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0.530495
0.203913
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true
true
true
true
0.211494
0.186836
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null
null
null
true
0.688623
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0.840989
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null
null
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2026-04-05T21:10:42.337000
train
1,058,290
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CORP
0001193125-10-040500
7,371
2,009
FY
2010-02-25
2009-12-31
3,338,240,000
2,307,568,000
1,100,930,000
298,402,000
626,288,000
null
481,516,000
192,372,000
75,757,000
685,063,000
646,608,000
54,640,000
null
null
2,653,177,000
1,965,368,000
3,278,663,000
null
null
618,490,000
534,963,000
1.82
1.78
null
101,988,000
89,371,000
null
721,359,000
672,325,000
76,639,000
null
297,231,000
595,686,000
2010q1
2026-04-05T21:09:16.861000
8.926313
null
0.188641
0.163165
0.201631
0.160253
null
3.568728
1
1
null
1
null
null
null
null
null
null
4.037865
safe
false
1
19.118905
5.458734
8.024224
5.588112
null
1.256769
-0.041148
0.181686
0.407223
2026-04-05T21:10:37.174000
false
false
false
true
0.32117
0.350996
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2026-04-05T21:10:42.337000
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FY
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2026-04-05T21:09:16.861000
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2026-04-05T21:10:42.337000
train
906,107
EQR
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2009-12-31
15,417,515,000
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null
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529,390,000
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503,828,000
2,808,000
582,280,000
null
38,994,000
672,462,000
null
488,604,000
279,959,048
null
2010q1
2026-04-05T21:09:16.861000
18.028848
null
0.27236
0.186382
0.071775
0.023497
null
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1
1
null
1
null
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null
null
null
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null
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22.697452
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2026-04-05T21:10:37.174000
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2026-04-05T21:10:42.337000
train
921,847
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HUDSON CITY BANCORP INC
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2009-12-31
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2026-04-05T21:09:16.861000
10.140961
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2026-04-05T21:10:37.174000
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2026-04-05T21:10:42.337000
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DVN
DEVON ENERGY CORP/DE
0000950123-10-017093
1,311
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FY
2010-02-25
2009-12-31
29,686,000,000
2,992,000,000
1,011,000,000
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null
18,767,000,000
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3,802,000,000
null
5,847,000,000
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15,570,000,000
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8,015,000,000
null
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null
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null
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2010q1
2026-04-05T21:09:16.861000
null
null
null
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2026-04-05T21:10:42.337000
train
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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, 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 38,171 6,358 2024-01-31 to 2025-11-30

Total records: 352,393

Feature Groups

Group Count
Identifiers 5
Context 4
Raw Features (SEC XBRL) 33
Derived Features 8
Engineered Features 23
QA Flags 4
Prediction Targets 19
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

19 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 (4): ROA improved, fundamentals improved (≥3 of 5 metrics), value created (equity grew AND ROE>0), survived

2-Year Targets

  • Growth rates (6): Same metrics as 1-year, over 2-year horizon
  • Binary (1): Survived 2 years

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 exclusively from SEC EDGAR Financial Statement Data Sets (FSDS), 2009-present. No market data providers. No third-party data. No equity pricing data.

Pipeline

  1. Ingest: Download quarterly SEC FSDS ZIP files from EDGAR
  2. Parse: Extract XBRL financial data, normalize 32 tags to standard fields
  3. Enrich: Compute derived ratios (8), scoring models (5), and QA flags
  4. Label: Generate 19 forward-looking prediction targets
  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.)

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}
}
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