Docsity
Log inSign up
Docsity
Prepare for your exams
Prepare for your exams

Study with the several resources on Docsity

Earn points to download
Earn points to download

Earn points by helping other students or get them with a premium plan

Guidelines and tips
Guidelines and tips
Sell on Docsity
Sell on Docsity
Log inSign up

Prepare for your exams

Study with the several resources on Docsity

Find documents

Prepare for your exams with the study notes shared by other students like you on Docsity

Search Store documents

The best documents sold by students who completed their studies

Search through all study resources
Docsity AINEW

Summarize your documents, ask them questions, convert them into quizzes and concept maps

Explore questions

Clear up your doubts by reading the answers to questions asked by your fellow students

Earn points to download

Earn points by helping other students or get them with a premium plan

Share documents
download point icon20 Points

For each uploaded document

Answer questions
download point icon5 Points

For each given answer (max 1 per day)

All the ways to get free points
Get points immediately

Choose a premium plan with all the points you need

Study Opportunities

Choose your next study program

Get in touch with the best universities in the world. Search through thousands of universities and official partners

Community

Ask the community

Ask the community for help and clear up your study doubts

University Rankings

Discover the best universities in your country according to Docsity users

Free resources

Our save-the-student-ebooks!

Download our free guides on studying techniques, anxiety management strategies, and thesis advice from Docsity tutors

From our blog

Exams and Study
Go to the blog

Data Items and Their Sources for Financial Analysis: A Comprehensive List, Lecture notes of Accounting

Albion CollegeAccounting

A comprehensive list of various data items and their corresponding data sources for financial analysis. The data items include both fundamental and supplemental data from compustat, covering balance sheet items, income statement items, cash flow items, and miscellaneous items. The sources include prcc_c and prcc_f from compustat/annual update, csho from compustat/annual update and compustat/fundamentals, and various other items from compustat/fundamentals.

What you will learn

  • How can the data items be used in financial analysis?
  • From which data sources can each data item be obtained?
  • What data items are included in the comprehensive list for financial analysis?

Typology: Lecture notes

2021/2022

Uploaded on 09/12/2022

arien
arien ๐Ÿ‡บ๐Ÿ‡ธ

4.8

(24)

310 documents

1 / 3

Toggle sidebar

This page cannot be seen from the preview

Don't miss anything!

bg1
1
Variable/Construct
Data Item(s)
Data Source(s)
Book Value on Equity
PRCC_C โˆ— CSHO
PRCC_C: CRSP/Annual Update/CRSP/Compustat Merged/Fundamental
Annual/Supplemental Data Items
CSHO: CRSP/Annual Update/CRSP/Compustat Merged/Fundamental
Annual /Miscellaneous Items
CAPEX
CAPX
CAPX: Compustat/Fundamentals/Cash Flow Items
Capital Intensity
CAPX
AT
CAPX: Compustat/Fundamentals/Cash Flow Items
AT: Compustat/Fundamentals/Balance Sheet Items
Cash
CH
CH: Compustat/Fundamentals/Balance Sheet Items
Cash and short-term
Investments
CHE
CHE: Compustat/Fundamentals/Balance Sheet Items
Cash Flow
IBC + DP
AT
IBC: Compustat/Fundamentals/Cash Flow Items
DP: Compustat/Fundamentals/Income Statement Items
AT: Compustat/Fundamentals/Balance Sheet Items
Cash Holdings
CHE
AT
CHE: Compustat/Fundamentals/Balance Sheet Items
AT: Compustat/Fundamentals/Balance Sheet Items
Closing Price
(annual, calendar)
PRCC_C
PRCC_C: Compustat/Fundamentals/Supplement Data Items
Closing Price
(annual, fiscal)
PRCC_F
PRCC_F: Compustat/Fundamentals/Supplement Data Items
Cost of Capital
XINT
DLC
XINT: Compustat/Fundamentals/Income Statement Items
DLC: Compustat/Fundamentals/Balance Sheet Items
Current Assets total
ACT
ACT: Compustat/Fundamentals/Balance Sheet Items
Current Liabilities
LCT
LCT: Compustat/Fundamentals/Balance Sheet Items
Debt in current Liabilities
DLC
DLC: Compustat/Fundamentals/Balance Sheet Items
Dividends (common)
DVC
DVC: Compustat/Fundamentals/Income Statement Items
Dividends (preferred)
DVP
DVP: Compustat/Fundamentals/Income Statement Items
Dividends (total)
DVT
DVT: Compustat/Fundamentals/Income Statement Items
WRDS: Data Items
pf3

Partial preview of the text

Download Data Items and Their Sources for Financial Analysis: A Comprehensive List and more Lecture notes Accounting in PDF only on Docsity!

Variable/Construct Data Item(s) Data Source(s) Book Value on Equity PRCC_C โˆ— CSHO PRCC_C : CRSP/Annual Update/CRSP/Compustat Merged/Fundamental Annual/Supplemental Data Items CSHO : CRSP/Annual Update/CRSP/Compustat Merged/Fundamental Annual /Miscellaneous Items CAPEX CAPX (^) CAPX : Compustat/Fundamentals/Cash Flow Items Capital Intensity

CAPX

AT

CAPX : Compustat/Fundamentals/Cash Flow Items AT : Compustat/Fundamentals/Balance Sheet Items Cash CH CH: Compustat/Fundamentals/Balance Sheet Items Cash and short-term Investments CHE CHE: Compustat/Fundamentals/Balance Sheet Items Cash Flow

IBC + DP

AT

IBC: Compustat/Fundamentals/Cash Flow Items DP: Compustat/Fundamentals/Income Statement Items AT: Compustat/Fundamentals/Balance Sheet Items Cash Holdings

CHE

AT

CHE: Compustat/Fundamentals/Balance Sheet Items AT: Compustat/Fundamentals/Balance Sheet Items Closing Price (annual, calendar) PRCC_C (^) PRCC_C: Compustat/Fundamentals/Supplement Data Items Closing Price (annual, fiscal) PRCC_F PRCC_F: Compustat/Fundamentals/Supplement Data Items Cost of Capital

XINT

DLC

XINT: Compustat/Fundamentals/Income Statement Items DLC: Compustat/Fundamentals/Balance Sheet Items Current Assets total (^) ACT ACT: Compustat/Fundamentals/Balance Sheet Items Current Liabilities LCT LCT: Compustat/Fundamentals/Balance Sheet Items Debt in current Liabilities DLC DLC: Compustat/Fundamentals/Balance Sheet Items Dividends (common) (^) DVC DVC: Compustat/Fundamentals/Income Statement Items Dividends (preferred) DVP (^) DVP: Compustat/Fundamentals/Income Statement Items Dividends (total) DVT DVT: Compustat/Fundamentals/Income Statement Items

WRDS: Data Items

Variable/Construct Data Item(s) Data Source(s) Earning per Shares

NI

CSHO

NI: Compustat/Fundamentals/Income Statement Items CSHO: Compustat/Fundamentals/Miscellaneous Items EBIT EBIT (^) EBIT: Compustat/Fundamentals/Income Statement Items EBITDA EBITDA EBITDA: Compustat/Fundamentals/Income Statement Items Equity Book Value (^) BKVLPS BKVLPS: Compustat/Fundamentals/Balance Sheet Items Firm Size log(AT) (^) AT: Compustat/Fundamentals/Balance Sheet Items Income before extraordinary Items IB (^) IB: Compustat/Fundamentals/Income Statement Items Interest on long-term Debt (^) UXINTD UXINTD: Compustat/Fundamentals/Income Statement Items Interest on short-term Debt UXINST (^) UXINST: Compustat/Fundamentals/Income Statement Items Leverage

DLTT + DLC

SEQ

DLTT: Compustat/Fundamentals/Balance Sheet Items DLC: Compustat/Fundamentals/Balance Sheet Items SEQ: Compustat/Fundamentals/Balance Sheet Items Long-term Assets AT โˆ’ ATC AT: Compustat/Fundamentals/Balance Sheet Items ACT: Compustat/Fundamentals/Balance Sheet Items Long-term Debts DLTT DLTT: Compustat/Fundamentals/Balance Sheet Items Market to Book Ratio

MKVALT

BKVLPS

MKVALT: Compustat/Fundamentals/Supplement Data Items BKVLPS: Compustat/Fundamentals/Balance Sheet Items Market Value (^) MKVALT ๐‘œ๐‘Ÿ CSHO โˆ— PRCC_F MKVALT: Compustat/Fundamentals/Supplement Data Items CSHO: Compustat/Fundamentals/ Miscellaneous Items PRCC_F: Compustat/Fundamentals/Supplement Data Items Net Income (Loss) NI (^) NI: Compustat/Fundamentals/Income Statement Items Payout Ratio

DVP + DVC + PRSTKC

IB

DVP: Compustat/Fundamentals/Income Statement Items DVC: Compustat/Fundamentals/Income Statement Items PRSTKC: Compustat/Fundamentals/Cash Flow Items IB: Compustat/Fundamentals/Income Statement Items