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At a Glance: FactSet Fundamentals Industry Metrics

FactSet Fundamentals Industry Metrics provides access to timely, comprehensive, and comparative information on securities in developed and emerging markets around the world.

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Basics

Content Category: Fundamentals

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FactSet Fundamentals Industry Metrics provides access to timely, comprehensive, and comparative information on securities in developed and emerging markets around the world. Performance-driving metrics in airlines, retail, metals & mining, oil & gas, pharmaceuticals, hotels & gaming, banks, REITS, homebuilding, and telecommunications paired with the quality and scope of FactSet Fundamentals provides the information you need for a global investment perspective.

Data Overview

Asset Class: Public Companies

Data Frequency: Quarterly, Semi-Annual, and Annual

Delivery Frequency: Intraday

History: Airlines (Since 2005), Banks (2009), Homebuilding (2008), Hotel & Gaming (2000), Metals & Mining (2008), Oil & Gas (2009), Pharmaceuticals (2007), Retail (2008), REITs (2009), Telecom (2015)

at a glance fds fundamentals industry metrics 1

Data Methodology

FactSet’s Fundamentals collection methodology uses multiple methods to acquire filings for companies under coverage. Sourcing 8-Ks, Business Wire, PRNewswire, Stock Exchanges, company websites, and other news sources for preliminary documents enables FactSet to capture information as soon as its available. The time to acquire a document can vary, but documents are generally available in seconds or hours from publication and make it to collection teams in minutes or hours. Only rarely is collection not same-day.

FactSet strives to cover all newly listed companies with a minimum of $25 million gross proceeds, with most recent annual and interim periods available on the listing day. Earlier annual and interim periods are collected and made available within five business days of listing.

In order to improve comparability across industries and countries, FactSet provides financial data in a standardized format. Based on data obtained from primary source documents, FactSet Fundamentals takes into consideration the variety of accounting conventions, including evolving IASC standards. Fundamental data is adjusted to conform to FactSet’s standardized methods giving clients the ability to more easily perform cross-company analysis.

Use Cases

Focus your industry analysis on the indicators that separate the leaders from the laggards among a global universe of companies. Below is a subset of items found within each entry.  Leverage these items alongside FactSet's connected data model to uncover possible correlations between industry outperformers and factors derived from other unique FactSet content sets. For example, take a deep dive into the Retail Sector by blending traditional content from FactSet Estimates and Fundamentals alongside content like Thasos’ Foot Fall Data or Mastercard’s Sector Insights. The bullets below highlight a subset of key metrics for each industry.

Airlines - Over a 150 key metrics including: available seat miles, cargo revenue yield per ton mile, passenger load factor, and more.

Banks - Over 120 key metrics including: assets under management, total loans, interest cost, and more.

Homebuilding - Over 20 key metrics including: home and land sales, sales order backlog, finished homes inventory, and more.

Hotel & Gaming - Over 70 key metrics including: occupancy rate, number of properties/hotels, net revenue from room occupancy, and more.

Metals & Mining - Over 150 key metrics including: gold production, number of mines, copper reserves, and more.

Oil & Gas - Over 150 key metrics including: capex oil & gas, crude oil inventory, exploration expense, and more.

Pharmaceuticals - Over 30 key metrics including: products in pre-registration, gross intangibles, accumulated amortization, and more.

Retail - Over 70key metrics including: comparable sales, gross selling space, number of stores, and more.

REITs - Over 80 key metrics including: number of properties, leased area, expiring leases, and more.

Telecom - Over 40 key metrics including: subscribers, revenue, churn, and more.

 

The details provided above are as of December 2019.

 

If you have any questions or would like to learn more about any of the content mentioned above, please contact us at OFSupport@factset.com.

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