SEC filing financial-health scores (Piotroski-style, monthly)
Usage commercial OKÀ jour
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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.
Les titres et les descriptions proviennent des sources de données, en anglais.
- Lignes
- 56
- Colonnes
- 41
- Cadence de la source
- Mensuelle
- Dernière actualisation
- 27 sept. 2026
- Thème
- finance
| Colonne | 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. |
10 premières lignes d’exemple — un aperçu, pas le jeu de données complet.
| 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 |
- Actuelle
20260927T170238Z-554d8f6b155b · sha256 554d8f6b155b…
56 lignes · premier instantané
Dirigez n’importe quel LLM vers le point d’accès des métadonnées — la documentation ci-dessus est aussi lisible par machine (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)Point d’accès API : https://datazimuts.com/v1/datasets/sec_financial_health/sec_financial_health_monthly
Astuce : récupérez /llms.txt pour le catalogue complet lisible par machine.
D’où viennent ces données et ce qui en a été fait. Le travail des autres apparaît sous forme de décomptes ; seuls les projets partagés sont nommés.
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Épinglé à l’instantané 20260927T170238Z-554d8f6b155b et à son empreinte, pour que vos lecteurs obtiennent exactement les données utilisées.
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/fr/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/fr/datasets/sec_financial_health/sec_financial_health_monthly?snapshot=20260927T170238Z-554d8f6b155b}},
note = {Snapshot 20260927T170238Z-554d8f6b155b, sha256 554d8f6b155b07251d9d3ca257c7dfe5d81cadf56d5a5d3a4cf7598f3b4afa89; accessed 2026-09-27}
}Intégrer un tableau ou un graphique
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HTML
<iframe src="https://datazimuts.com/embed/chart?dataset=sec_financial_health%2Fsec_financial_health_monthly&lang=fr&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>
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