An overview of the Historical Financials Data within AlphaSense
- What are Historical Financials?
- Why are Historical Financials Beneficial?
- Historical Financial Data Points
- How to Access Historical Financials
What are Historical Financials?
Historical financials for a company refer to a record of its financial performance over a period of time in the past. These financial statements typically include:
- Income Statement: Also known as the profit and loss statement, it shows a company's revenues, expenses, and net income (or net loss) over a specific period, such as a quarter or a year.
- Balance Sheet: This provides a snapshot of a company's financial position at a specific point in time, listing its assets, liabilities, and shareholders' equity.
- Cash Flow Statement: This document details how cash flows in and out of a company during a specific period, categorizing cash flows into operating, investing, and financing activities.
Why are Historical Financials Beneficial?
Historical financials are crucial for various stakeholders, including investors, analysts, lenders, and regulators, as they provide insights into a company's past performance, financial health, and trends over time. By analyzing historical financials, stakeholders can assess a company's profitability, liquidity, solvency, and efficiency, which can inform investment decisions, credit assessments, and strategic planning.
Historical Financial Data Points
- Income Statement: Revenue, EBITDA, Gross Profit, Total Costs & Expenses, Operating Income, Net Income
- Balance Sheet: Total Assets, Total Liabilities, Total Shareholders Equity, Long Term Debt
- Cash Flow Statement: Operating, Investing, and Financing Cash Flow, Increasing/Decrease in Cash and Cash Equivalents
- Ratios: Quick Ratio, P/E, EV, Enterprise Value
How to Access Historical Financials
- Type a company name into the Company Search Bar.
- From the left-hand toolbar, go to Financials.
- Choose one of the following:
- Valuation & Ratios: explore financial ratios and valuation metrics.
Statements: view Income Statements, Balance Sheets, and Cash Flow Statements.