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Knowledge Base

Optuma Fundamental Data - What data is available?

Fundamental data is available for Australia, US, Canada, London, China, Japan and Hong Kong equity markets (note that the equity markets have to be enabled on your account for the fundamental data to show).

The following data fields are available:

  • 1 Year Annual Revenue Growth Rate
  • 3 Year Annual Revenue Growth Rate
  • 5 Year Annual Income Growth Rate
  • 5 Year Annual Revenue Growth Rate
  • 5 Year Average Gross Profit Margin
  • 5 Year Average Net Profit Margin
  • 5 Year Average PE Ratio
  • 5 Year Average Return On Assets
  • 5 Year Average Return On Invested Capital
  • 5 Year High PE Ratio
  • 5 Year Low PE Ratio
  • Company Address - Line 1
  • Company Address - Line 2
  • ADR To Common Share Ratio
  • Auditors Opinion
  • Book Value
  • Book Value Per Share
  • Business Description
  • Cash & Equivalents - Generic
  • Cash Flow Per Share
  • Cash Per Share
  • Chief Executive Officer
  • City
  • Common Shares Outstanding - Security Level
  • Common Shares Used to Calculate EPS - Fully Diluted
  • Company Founded Date
  • Company Name
  • Corporate Location - Country
  • Currency
  • Current Ratio
  • Current Revenue Per Employee
  • Dividend Ex-Date
  • Dividend Ex-Date, Semi-Annual
  • Payout Ratio
  • Dividend Rate
  • Dividends Per Share LTM- Security
  • Dividends Per Share - Security
  • Dividends Per Share - Security, Semi-Annual
  • Dividend Yield - Fiscal
  • Dividend Yield - Security
  • Country Of Domicile
  • Earnings Growth
  • EBITDA
  • EBITDA Margin
  • EBIT Margin
  • EBIT (Operating Income)
  • EBIT Per Share
  • Earnings Per Share - Fiscal Period
  • EPS - Basic - Before Extraordinaries
  • Earnings Per Share - Security Level
  • FactSet Company Entity ID
  • Fax Number
  • Fiscal Period End Date
  • Fiscal Period Length - Days
  • Fiscal Period - Start Date
  • Float
  • Float As Percent Of Shares Outstanding
  • Float - Current
  • Free Cash Flow Per Share (Diluted)
  • General Industry Classification
  • Gross Income Margin
  • Industry
  • Industry Name
  • Instrument Class
  • Instrument Level Industry
  • Instrument Level Sector
  • Investor Relations Email
  • ISO Country Code
  • Business Description - Extended
  • Long Term Debt
  • Long Term Debt To Equity Ratio
  • Long Term Debt To Total Capital
  • Market Capitalization
  • Market Capitalization - Fiscal
  • Market Capitalization Fully Diluted
  • Market Capitalization - Security Level
  • NAICS Code
  • Net Income From Continuing Operations
  • Number of Employees
  • Price to Earnings Growth Ratio
  • PE Ratio
  • PE Ratio - Fiscal
  • PE Ratio - Security Level
  • Percent Of Shares Outstanding Held By Insiders
  • Phone Number
  • Pre Tax Interest Coverage Ratio
  • Price To Book
  • Price To Book - Fiscal
  • Price To Cash Flow
  • Price To Free Cash Flow
  • Price To Sales - Fiscal
  • Price To Tangible Book - Fiscal
  • Price To Tangible Book
  • Quick Ratio
  • Return On Assets
  • Return On Average Total Equity
  • Return On Common Equity
  • Revenue Per Share
  • Revenue To Assets
  • Total Sales (or Revenue)
  • Sector
  • Sector Name
  • Security is Primary Issue
  • Shares Held By Institutions
  • Shares - Number Of Closely Held
  • Shares Outstanding
  • Shares Outstanding - Current
  • Share Type - Security
  • SIC Code
  • State
  • State Of Incorporation
  • Tangible Book Value Per Share
  • Total Assets
  • Total Cash
  • Total Debt
  • Total Enterprise Value
  • Total Expenses
  • Total Liabilities
  • Website
  • Weekly Volume As Percent Of Shares Outstanding
  • Working Capital Per Share
  • Zip Code

Historical Price Data


Click here for more details on this data.

  • All Time High Price
  • All Time High Date
  • All Time Low Price
  • All Time Low Date
  • Year High Price
  • Year High Date
  • Year Low Price
  • Year Low Date
  • 6 Month High Price
  • 6 Month High Date
  • 6 Month Low Price
  • 6 Month Low Date
  • Quarter High Price
  • Quarter High Date
  • Quarter Low Price
  • Quarter Low Date
  • Month High Price
  • Month High Date
  • Month Low Price
  • Month Low Date
  • Week High Price
  • Week High Date
  • Week Low Price
  • Week Low Date
  • Year Average Volume
  • Quarter Average Volume
  • Month Average Volume
  • Year Percent Change
  • Quarter Percent Change
  • Month Percent Change
  • Week Percent Change

Adding Fundamental data to a Chart


To add numerical data to a chart use the DataField tool, and select the required field.

Adding Fundamental data to Watchlists Columns


See here.

Scripting / Scanning on Fundamental Data


Use the DataField() function to select the field to be used.

TIP: For quicker scans tick the Latest Value Only box so the entire history doesn't have to be downloaded by the scan. So for a scan of Market Cap greater than $1 billion use the following:

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Descriptions


When mousing over the data field - either when adding a watchlist column or creating a script formula - a box will pop up with a description of the data:

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