SEC filing financial-health scores (Piotroski-style, monthly)

Commercial use OKFresh

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Monthly enrichment panel scoring financial-statement strength for ~58 SEC-registered US and Canadian companies. Each run fetches the keyless SEC EDGAR XBRL companyfacts JSON per company (ticker->CIK resolved from the SEC's own company_tickers_exchange.json) and extracts annual-report facts (10-K/20-F/40-F) with a documented tag-priority list (the winning tag per metric is recorded in fact_tags_used; consolidated figures only; amendments resolve to the latest-filed value; fiscal years follow each company's own filings via anchor-shift alignment). Per (company, fiscal year): the nine Piotroski (2000) criterion flags (f1_roa_positive, f2_cfo_positive, f3_roa_improved, f4_accrual_quality, f5_leverage_down, f6_liquidity_up, f7_no_dilution, f8_margin_up, f9_turnover_up), profitability/leverage/efficiency component subscores, f_score 0-9, health_tier (strong 7-9 / neutral 4-6 / weak 0-3), a deterministic health_rank within the fiscal year, and the underlying ratios (ROA, leverage with leverage_basis, current ratio, gross margin, asset turnover, shares) so the score is auditable. Only fully-scorable companies ship (missing facts are documented exclusions, never zero-filled); a run with fewer than 20 scorable companies fails loudly. Who joins this: an equity analyst or portfolio team joins on ticker (or cik) + fiscal_year to screen holdings and watchlists for financial-statement strength (primary key (as_of, fiscal_year, company_name); join keys ticker, cik, company_name, fiscal_year, country_code ISO alpha-3). Caveats: mechanical transforms of reported filings, not investment advice; Piotroski was designed for non-financials, so fintech/payment balance sheets read differently; restatements (10-K/A) change history by design. No filing text is stored.

Source: SEC financial-statement health (agent-curated)
Rows: 56
Columns: 41
Source cadence: Monthly
Last refreshed: Sep 27, 2026
Theme: finance

Column	Type	Description
as_of	string	Snapshot date (YYYY-MM-DD, the run date); same-day re-ingest is idempotent. Part of the primary key.
fiscal_year	integer	Company fiscal year the score describes (follows the company's own filings, not the calendar). Part of the primary key and a join key.
fy_end_date	string	Period end date (YYYY-MM-DD) of the fiscal year from the company's filings.
company_name	string	Canonical company name from the connector's curated dictionary. Part of the primary key; a join key.
ticker	string	Primary-listing stock symbol. The join key for positions/holdings tables.
cik	integer	SEC Central Index Key as an integer (zero-pad to 10 digits for the source_url). Stored as an integer so the ingest PII screen does not mistake it for a phone number. A join key.
source_url	string	Exact SEC EDGAR companyfacts endpoint the row was built from (https://data.sec.gov/api/xbrl/companyfacts/CIK{cik}.json).
country_code	string	Company HQ country, ISO alpha-3 (USA/CAN).
sector	string	Closed sector vocabulary from the connector (semiconductors, software, ai-lab, ...).
f1_roa_positive	integer	ROA (net income / assets) > 0 in year T 1 when the criterion holds; else 0.
f2_cfo_positive	integer	operating cash flow > 0 in year T 1 when the criterion holds; else 0.
f3_roa_improved	integer	ROA_T > ROA_{T-1} 1 when the criterion holds; else 0.
f4_accrual_quality	integer	CFO_T > net income_T (accrual quality) 1 when the criterion holds; else 0.
f5_leverage_down	integer	leverage_T < leverage_{T-1} (long-term debt/assets; total-liabilities/assets fallback) 1 when the criterion holds; else 0.
f6_liquidity_up	integer	current ratio_T > current ratio_{T-1} 1 when the criterion holds; else 0.
f7_no_dilution	integer	shares outstanding_T <= shares outstanding_{T-1} 1 when the criterion holds; else 0.
f8_margin_up	integer	gross margin_T > gross margin_{T-1} 1 when the criterion holds; else 0.
f9_turnover_up	integer	asset turnover_T > asset turnover_{T-1} 1 when the criterion holds; else 0.
profitability_score	integer	Sum of f1..f4 (0-4).
leverage_score	integer	Sum of f5..f7 (0-3).
efficiency_score	integer	Sum of f8..f9 (0-2).
f_score	integer	Piotroski-style 0-9 financial-strength score = sum of the nine criterion flags.
health_tier	string	strong (f_score 7-9), neutral (4-6), or weak (0-3).
health_rank	integer	Rank by f_score desc within the fiscal year (1 = strongest); ties broken by profitability_score desc, then company name asc.
roa_t	float	Return on assets in year T = net_income_T / assets_T (ratio).
roa_prior	float	Return on assets in year T-1 (ratio).
cfo_t	float	Operating cash flow (NetCashProvidedByUsedInOperatingActivities) in year T, USD.
net_income_t	float	Net income (NetIncomeLoss) in year T, USD.
leverage_t	float	Leverage ratio in year T = long_term_debt_T / assets_T (or total liabilities / assets when leverage_basis = total_liabilities).
leverage_prior	float	Leverage ratio in year T-1.
leverage_basis	string	Which numerator the leverage ratio uses: long_term_debt (LongTermDebt tag) or total_liabilities (fallback when the debt tag is absent).
current_ratio_t	float	Current ratio in year T = assets_current_T / liabilities_current_T (ratio).
current_ratio_prior	float	Current ratio in year T-1 (ratio).
shares_t	float	Shares outstanding at year-T end (CommonStockSharesOutstanding), or the full-year weighted-average basic shares outstanding fallback (WeightedAverageNumberOfSharesOutstandingBasic), in shares.
shares_prior	float	Shares outstanding at year T-1 end, in shares.
gross_margin_t	float	Gross margin in year T = gross_profit_T / revenue_T (ratio).
gross_margin_prior	float	Gross margin in year T-1 (ratio).
asset_turnover_t	float	Asset turnover in year T = revenue_T / assets_T (ratio).
asset_turnover_prior	float	Asset turnover in year T-1 (ratio).
fact_tags_used	string	JSON map of metric -> the us-gaap tag actually used (first present tag from the documented priority list; '+...' marks a composite fallback).
row_hash	string	Deterministic 16-hex-char content hash over (as_of, fiscal_year, ticker, the nine flags) — identical input yields an identical snapshot.

First 10 sample rows — a preview, not the complete dataset.

as_of	fiscal_year	fy_end_date	company_name	ticker	cik	source_url	country_code	sector	f1_roa_positive	f2_cfo_positive	f3_roa_improved	f4_accrual_quality	f5_leverage_down	f6_liquidity_up	f7_no_dilution	f8_margin_up	f9_turnover_up	profitability_score	leverage_score	efficiency_score	f_score	health_tier	health_rank	roa_t	roa_prior	cfo_t	net_income_t	leverage_t	leverage_prior	leverage_basis	current_ratio_t	current_ratio_prior	shares_t	shares_prior	gross_margin_t	gross_margin_prior	asset_turnover_t	asset_turnover_prior	fact_tags_used	row_hash
2026-09-27	2,024	2024-12-28	AMD	AMD	2,488	https://data.sec.gov/api/xbrl/companyfacts/CIK0000002488.json	USA	semiconductors	1	1	1	1	1	1	0	1	1	4	2	2	8	strong	1	0.024	0.013	3,041,000,000	1,641,000,000	0.025	0.025	long_term_debt	2.616	2.507	1,622,000,000	1,616,000,000	0.494	0.461	0.372	0.334	{"assets": "Assets", "assets_current": "AssetsCurrent", "cfo": "NetCashProvidedByUsedInOperatingActivities", "gross_profit": "GrossProfit", "liabilities_current": "LiabilitiesCurrent", "long_term_debt": "LongTermDebtNoncurrent", "net_income": "NetIncomeLoss", "revenue": "RevenueFromContractWithCustomerExcludingAssessedTax", "shares": "CommonStockSharesOutstanding"}	83b2106e62178577
2026-09-27	2,024	2025-01-31	Salesforce	CRM	1,108,524	https://data.sec.gov/api/xbrl/companyfacts/CIK0001108524.json	USA	software	1	1	1	1	1	0	1	1	1	4	2	2	8	strong	2	0.06	0.041	13,092,000,000	6,197,000,000	0.082	0.094	long_term_debt	1.062	1.092	962,000,000	971,000,000	0.772	0.755	0.368	0.349	{"assets": "Assets", "assets_current": "AssetsCurrent", "cfo": "NetCashProvidedByUsedInOperatingActivities", "gross_profit": "GrossProfit", "liabilities": "Liabilities", "liabilities_current": "LiabilitiesCurrent", "long_term_debt": "LongTermDebt", "net_income": "NetIncomeLoss", "revenue": "RevenueFromContractWithCustomerExcludingAssessedTax", "shares": "CommonStockSharesOutstanding"}	99c6f3a16bef8e78
2026-09-27	2,024	2024-11-29	Adobe	ADBE	796,343	https://data.sec.gov/api/xbrl/companyfacts/CIK0000796343.json	USA	software	1	1	1	1	0	0	1	1	1	4	1	2	7	strong	3	0.184	0.182	8,056,000,000	5,560,000,000	0.137	0.122	long_term_debt	1.068	1.343	441,000,000	455,000,000	0.89	0.879	0.711	0.652	{"assets": "Assets", "assets_current": "AssetsCurrent", "cfo": "NetCashProvidedByUsedInOperatingActivities", "gross_profit": "GrossProfit", "liabilities": "Liabilities", "liabilities_current": "LiabilitiesCurrent", "long_term_debt": "LongTermDebt", "net_income": "NetIncomeLoss", "revenue": "Revenues", "shares": "CommonStockSharesOutstanding"}	cfadb68cf028ec2f
2026-09-27	2,024	2024-12-31	Instacart	CART	1,579,091	https://data.sec.gov/api/xbrl/companyfacts/CIK0001579091.json	USA	mobility	1	1	1	1	0	0	1	1	1	4	1	2	7	strong	4	0.111	-0.343	687,000,000	457,000,000	0.203	0.169	total_liabilities	3.38	4.509	260,964,000	279,046,000	0.753	0.749	0.821	0.644	{"assets": "Assets", "assets_current": "AssetsCurrent", "cfo": "NetCashProvidedByUsedInOperatingActivities", "gross_profit": "GrossProfit", "liabilities": "Liabilities", "liabilities_current": "LiabilitiesCurrent", "net_income": "NetIncomeLoss", "revenue": "RevenueFromContractWithCustomerExcludingAssessedTax", "shares": "CommonStockSharesOutstanding"}	99df2a1ae1a7c71e
2026-09-27	2,024	2024-12-31	IBM	IBM	51,143	https://data.sec.gov/api/xbrl/companyfacts/CIK0000051143.json	USA	software	1	1	0	1	1	1	0	1	1	3	2	2	7	strong	5	0.044	0.055	13,445,000,000	6,023,000,000	0.364	0.371	long_term_debt	1.04	0.964	926,290,070	915,013,646	0.567	0.554	0.457	0.457	{"assets": "Assets", "assets_current": "AssetsCurrent", "cfo": "NetCashProvidedByUsedInOperatingActivities", "gross_profit": "GrossProfit", "liabilities": "Liabilities", "liabilities_current": "LiabilitiesCurrent", "long_term_debt": "LongTermDebtNoncurrent", "net_income": "NetIncomeLoss", "revenue": "Revenues", "shares": "CommonStockSharesOutstanding"}	c7978204fa057db8
2026-09-27	2,024	2024-12-31	ServiceNow	NOW	1,373,715	https://data.sec.gov/api/xbrl/companyfacts/CIK0001373715.json	USA	software	1	1	0	1	1	1	0	1	1	3	2	2	7	strong	6	0.07	0.1	4,267,000,000	1,425,000,000	0.529	0.561	total_liabilities	1.099	1.056	1,032,437,000	204,724,000	0.792	0.786	0.539	0.516	{"assets": "Assets", "assets_current": "AssetsCurrent", "cfo": "NetCashProvidedByUsedInOperatingActivities", "gross_profit": "GrossProfit", "liabilities": "Liabilities", "liabilities_current": "LiabilitiesCurrent", "long_term_debt": "LongTermDebt", "net_income": "NetIncomeLoss", "revenue": "RevenueFromContractWithCustomerExcludingAssessedTax", "shares": "CommonStockSharesOutstanding"}	212b582c2f6f4e82
2026-09-27	2,024	2024-09-28	Apple	AAPL	320,193	https://data.sec.gov/api/xbrl/companyfacts/CIK0000320193.json	USA	hardware	1	1	0	1	1	0	1	1	0	3	2	1	6	neutral	7	0.257	0.275	118,254,000,000	93,736,000,000	0.265	0.298	long_term_debt	0.867	0.988	15,116,786,000	15,550,061,000	0.462	0.441	1.071	1.087	{"assets": "Assets", "assets_current": "AssetsCurrent", "assets_noncurrent": "AssetsNoncurrent", "cfo": "NetCashProvidedByUsedInOperatingActivities", "gross_profit": "GrossProfit", "liabilities": "Liabilities", "liabilities_current": "LiabilitiesCurrent", "liabilities_noncurrent": "LiabilitiesNoncurrent", "long_term_debt": "LongTermDebt", "net_income": "NetIncomeLoss", "revenue": "RevenueFromContractWithCustomerExcludingAssessedTax", "shares": "CommonStockSharesOutstanding"}	fa4443815be9fc06
2026-09-27	2,024	2024-12-31	Cloudflare	NET	1,477,333	https://data.sec.gov/api/xbrl/companyfacts/CIK0001477333.json	USA	cloud-infra	0	1	1	1	1	0	0	1	1	3	1	2	6	neutral	8	-0.024	-0.067	380,429,000	-78,800,000	0.683	0.724	total_liabilities	2.859	3.497	341,411,000	333,656,000	0.773	0.763	0.506	0.47	{"assets": "Assets", "assets_current": "AssetsCurrent", "cfo": "NetCashProvidedByUsedInOperatingActivities", "gross_profit": "GrossProfit", "liabilities": "Liabilities", "liabilities_current": "LiabilitiesCurrent", "net_income": "NetIncomeLoss", "revenue": "RevenueFromContractWithCustomerExcludingAssessedTax", "shares": "WeightedAverageNumberOfSharesOutstandingBasic"}	302d4546e5e7a517
2026-09-27	2,024	2024-12-31	Shopify	SHOP	1,594,805	https://data.sec.gov/api/xbrl/companyfacts/CIK0001594805.json	CAN	ecommerce	1	1	1	0	1	0	0	1	1	3	1	2	6	neutral	9	0.145	0.012	1,616,000,000	2,019,000,000	0.17	0.198	total_liabilities	3.709	6.988	1,289,812,124	1,281,554,559	0.504	0.498	0.638	0.625	{"assets": "Assets", "assets_current": "AssetsCurrent", "assets_noncurrent": "AssetsNoncurrent", "cfo": "NetCashProvidedByUsedInOperatingActivities", "gross_profit": "GrossProfit", "liabilities": "LiabilitiesCurrent+LiabilitiesNoncurrent (composite)", "liabilities_current": "LiabilitiesCurrent", "liabilities_noncurrent": "LiabilitiesNoncurrent", "net_income": "NetIncomeLoss", "revenue": "Revenues", "shares": "WeightedAverageNumberOfSharesOutstandingBasic"}	ba9b015024f3ac72
2026-09-27	2,024	2024-12-31	Twilio	TWLO	1,447,669	https://data.sec.gov/api/xbrl/companyfacts/CIK0001447669.json	USA	dev-tools	0	1	1	1	0	0	1	1	1	3	1	2	6	neutral	10	-0.011	-0.087	716,241,000	-109,403,000	0.1	0.085	long_term_debt	4.203	6.642	152,610,697	181,945,771	0.511	0.492	0.452	0.358	{"assets": "Assets", "assets_current": "AssetsCurrent", "cfo": "NetCashProvidedByUsedInOperatingActivities", "gross_profit": "GrossProfit", "liabilities": "Liabilities", "liabilities_current": "LiabilitiesCurrent", "liabilities_noncurrent": "LiabilitiesNoncurrent", "long_term_debt": "LongTermDebt", "net_income": "NetIncomeLoss", "revenue": "RevenueFromContractWithCustomerExcludingAssessedTax", "shares": "CommonStockSharesOutstanding"}	036ee7f9004c7388

Point any LLM at the metadata endpoint — the documentation above is machine-readable too (JSON-LD + Croissant).

cURL

curl "https://datazimuts.com/v1/datasets/sec_financial_health/sec_financial_health_monthly" | jq '{title, rows, columns_count, license}'

Python

import requests

ds = requests.get("https://datazimuts.com/v1/datasets/sec_financial_health/sec_financial_health_monthly").json()
print(ds["title"], ds["rows"], "rows")

# Sample rows for an LLM context window
for row in ds.get("sample_rows", [])[:5]:
    print(row)

API endpoint: https://datazimuts.com/v1/datasets/sec_financial_health/sec_financial_health_monthly

Tip: fetch /llms.txt for the full machine-readable catalog.

Cite this snapshot

Pinned to snapshot 20260927T170238Z-554d8f6b155b and its content hash, so readers get exactly the data you used.

APA

SEC financial-statement health (agent-curated). (2026). SEC filing financial-health scores (Piotroski-style, monthly) [Data set, snapshot 20260927T170238Z-554d8f6b155b, sha256 554d8f6b155b]. Datazimuts. Retrieved 2026-09-27, from https://datazimuts.com/en/datasets/sec_financial_health/sec_financial_health_monthly?snapshot=20260927T170238Z-554d8f6b155b

BibTeX

@misc{dz_sec_financial_health_sec_financial_healt_554d8f6b,
  title        = {{SEC filing financial-health scores (Piotroski-style, monthly)}},
  author       = {{SEC financial-statement health (agent-curated)}},
  year         = {2026},
  publisher    = {Datazimuts},
  howpublished = {\url{https://datazimuts.com/en/datasets/sec_financial_health/sec_financial_health_monthly?snapshot=20260927T170238Z-554d8f6b155b}},
  note         = {Snapshot 20260927T170238Z-554d8f6b155b, sha256 554d8f6b155b07251d9d3ca257c7dfe5d81cadf56d5a5d3a4cf7598f3b4afa89; accessed 2026-09-27}
}

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<iframe src="https://datazimuts.com/embed/chart?dataset=sec_financial_health%2Fsec_financial_health_monthly&lang=en&theme=auto&snapshot=20260927T170238Z-554d8f6b155b&x=fiscal_year&y=fiscal_year&agg=avg" title="SEC filing financial-health scores (Piotroski-style, monthly)" width="100%" height="380" style="border:0" loading="lazy"></iframe>

SEC filing financial-health scores (Piotroski-style, monthly)

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