Fundamental Financial Data
S&P Global’s market-leading fundamental data stack — backed by 75+ years of history — is your single, trusted source for research, modeling, and point-in-time analysis.
The foundation to strengthen every strategy.
S&P Global’s connected fundamental data stack brings together sector-level depth, global historical coverage, and point-in-time accuracy in one trusted source.
Built on decades of rigorously maintained point-in-time history, this foundation comprises five core datasets: S&P Capital IQ Financials, Compustat® Financials, SNL Sector Financials, S&P Capital IQ Estimates, and Visible Alpha Estimates.
Together, these datasets provide consistent, model-ready inputs to support research, modeling, analysis, and confident decision-making.
Unify your investment universe with one source.
Ground every workflow in a single source of truth.
Backtest like you were there.
Eliminate hindsight bias with a preserved, point-in-time historical record of up to 75 years.
Know the market's mind
Get the most comprehensive view of market expectations and financials.
Read between the bottom lines.
Uncover the drivers beneath every financial line.
Explore Our Core Financial Datasets
Access in Claude, ChatGPT, or any other LLM
Bring trusted S&P Global data directly into Claude, ChatGPT, and other LLM workflows with the Kensho LLM-ready API. Easily integrate S&P Capital IQ Financials, Estimates, Visible Alpha, and other essential datasets into your generative AI workflows, so you can ask finance questions in plain language and get fast, reliable answers
If you’re using Claude or ChatGPT, pre-built integrations make it easy to get started right away. If you’re using another LLM, including internal or proprietary models, the API also includes a Model Context Protocol (MCP) server for seamless integration with any MCP-compatible system,
Ask questions like:
- “What was Apple’s EBITDA margin in 2025?”
- “Who are the top 10 U.S. banks by total assets, based on the latest filings?”
Backtest like you were there
Reduce look-ahead bias with point-in-time data. By preserving the historical record as it existed on each date, these datasets help support more accurate research, modelling, and backtesting.
Compustat® Financials
With point-in-time snapshots from 1987, Compustat helps you test on the financial data that was available then, not what was revised later.
S&P Capital IQ As Reported Financials
Access company-reported financial statements for 150,000+ companies with significant history from 1993, plus added detail from footnotes and transparent links between as-reported and standardized values for more auditable analysis.
S&P Capital IQ Estimates Snapshot
Capture every change delivered through the estimates feed since August 2016, with updates every two hours and timestamp fields that show exactly when data became available, supporting more precise backtesting and research workflows.
Convenient and flexible delivery options to suit your needs.
Client Case Study
A Hedge Fund Builds a ‘Fundamental Powerhouse’ with S&P Capital IQ Estimates and Visible Alpha
Facing inconsistent EPS definitions, opaque methodologies, and fragmented data feeds, a leading quant hedge fund struggled to trust the results of its models. By consolidating S&P Capital IQ Estimates, Visible Alpha, Compustat and Capital IQ Financials, the firm created a unified “Fundamental Powerhouse” that delivers consistent, transparent, and point-in-time data.
The result: more accurate backtests, stronger signals, and greater confidence in every decision.
Consistent, standardized data for all your business needs
Whether your looking to generate alpha, conduct unique academic or investment research, or perform robust analysis — we have the right fundamentals for you.
Make decisions with conviction.
Corporations
Accessing the right information at the right time can mean the difference between success and failure. Our comprehensive data and powerful screening capabilities let you access the insights you need.
Investment Bankers
You can't make the right pitch without the right data. We deliver the data and insights you need to help grow your clients' business in a timely and cost-efficient manner.
Investment Managers
Harness essential intelligence. Deliver with conviction. Develop strategies for strong alpha potential and unlock hidden value through a robust suite of data and analytics for your fundamental, quantitative, or quantamental approach.
FAQs
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If your company has a current subscription with S&P Global Market Intelligence, you can register as a new user for access to the platform(s) covered by your license at S&P Capital IQ Pro or S&P Capital IQ.