Data reference

What the data covers, how periods and units are labelled, and the tables you can query with run_sql.

What it contains

US-listed companies and ETFs, from 2010 to 2026 (prices from December 2016):

Income statements, balance sheets and cash flows, quarterly and annual, for 3,928 companies.
Company-specific KPIs as reported in filings and earnings releases, such as comparable store sales, segment revenue, store counts or subscribers, for about 3,700 companies.
Diluted and basic EPS (eps_diluted, eps_basic) for about 4,300 companies, and regular dividends per share (dps) for about 1,900, both split-adjusted to today's share count and keyed by calendar quarter.
Calculated free cash flow (fcf_calc: cash from operations minus capital expenditure), and dividend totals by calendar and fiscal year.
ETF cash distributions per share (etf_distribution) for about 2,700 ETFs, by calendar quarter.
Company guidance from 8-K earnings releases, over 200,000 guided figures with every revision, scored against the reported result once it is out.
The SEC filing index (10-K, 10-Q, 8-K), over 940,000 filings with links to EDGAR.
Daily prices (open, high, low, close and volume) for about 24,700 stock and ETF tickers from December 2016, provided by IEX.

Stock Atlas holds no analyst estimates. Every value is a reported actual unless it is labelled as company guidance.

Fiscal periods (fiscal_year, fiscal_quarter) follow each company's own fiscal calendar. Apple's fiscal 2025 ended on 27 September 2025.
Calendar periods (calendar_year, calendar_quarter) are the calendar quarter that contains the period's end date, so a quarter ending 31 January is calendar Q1. Use them to compare companies. A minority of quarterly rows have no calendar period assigned; the fiscal period is always present.
Money is in whole units of the stated currency: 416161000000 USD is $416.2 billion. Per-share values are USD/share. % values are percentage points: 2.1 means 2.1%.
Reported actuals carry a value_kind: income statement, balance sheet, cash flow statement, per-share data, company KPI, or calculated by Stock Atlas.
Guidance results are labelled as company guidance. guidance is the midpoint where a range was given, with guidance_low and guidance_high alongside.

run_sql accepts DuckDB SQL (reference). describe_table lists any table's columns.

obs — every reported value: ticker, metric_id, ptype (Q, FY or QE), fy, fq, cy, cq, period_end, value, unit, currency
metric — the metric catalogue: id, name, family, unit, definition, how many companies report it
metric_canonical — groups company-specific metric ids under a common concept
prices — daily open, high, low, close and volume for stocks and ETFs (IEX); columns ticker, d, open, high, low, close, volume
bridge — each company's fiscal quarters mapped to period end dates and calendar quarters
filings — 10-K, 10-Q and 8-K filings with EDGAR links
guidance — guidance as issued, one row per metric, target period and release
guidance_outcome — guidance scored against the reported actual, one row per company, metric and target period
conflicts — values where sources disagreed, and how
kpi_coverage — how current each company's KPIs are relative to its statements
build_meta — the version and date of the data build

Each query runs for at most 20 seconds and returns at most 500 rows; aggregate in SQL for larger questions.
Every tool call counts as one request against your plan, its database time against the plan's query-time allowance, and the rows it returns against the plan's row allowance. Usage is on your dashboard.
Access is read-only.

Financial statements, KPIs, guidance and the filing index are compiled and normalised by Stock Atlas from public filings on SEC EDGAR, including earnings releases filed on Form 8-K.
Values sold only by third-party data vendors are not served. A small number of per-share values have no recorded filing citation; get_provenance shows each value's source and confirmation tier.
Price data: Data provided for free by IEX. By accessing or using IEX Historical Data, you agree to the IEX Historical Data Terms of Use.

Stock Atlas is not an investment adviser, and nothing it returns is investment advice.