CSV SFTP 20+ Years Audited

Financial Data Downloads

Institutional-grade financial datasets delivered as bulk archives for enterprise pipelines, or as custom reports for targeted analysis - both drawn from the same normalized, audit-ready database.

Updated: September 1, 2026

Commercial License Required

Bulk datasets are available under a Commercial License. Flexible licensing based on usage, scope, and distribution rights. Contact us to access full institutional-grade datasets.

Contact: data.info@csimarket.com

Limited preview of basic data downloads is available directly on this page. For full dataset coverage, licensing is required.

Both download types draw from the same CSIMarket database. The difference is data grade, volume, and scope - Custom downloads cover both basic and institutional-grade data, while Bulk downloads are institutional-grade only.

Institutional Grade

Bulk Data Downloads

Institutional-grade datasets only - large, complete archives spanning all companies, industries, and time periods. Designed for financial institutions and enterprise teams that need to ingest data at scale.

  • CSV / ZIP archives & SFTP feeds
  • Scheduled or on-demand delivery
  • Unified schema with field-level data dictionary
  • Warehouse-ready: SQL, BigQuery, Snowflake
Basic & Institutional

Custom Report Downloads

Basic and institutional-grade data, scoped to specific sectors, industries, or companies of interest. Designed for small businesses and analysts who need precise, ready-to-use data without the overhead of full datasets.

  • Self-service, download in minutes
  • Human-readable Excel / CSV layouts
  • Industry benchmarks included side-by-side
  • No data engineering required

Side-by-Side Comparison

Bulk Downloads Custom Reports
Data grade Institutional-grade only Basic and institutional-grade
Volume Large complete datasets - full range of companies, industries, and periods Targeted scope - specific sectors, industries, or companies of interest
Best for Financial institutions, enterprise data teams, AI/ML pipelines Small businesses, independent analysts, consultants
Format CSV / ZIP archives, SFTP feeds Formatted CSV / Excel reports
History 20+ years across both delivery types
Delivery Scheduled daily / weekly / monthly, or on-demand Instant download after configuration
Schema Normalized raw fields + data dictionary Pre-formatted, human-readable column headers
Data engineering Not required Not required
Typical users Risk & compliance teams, quant analysts, ML teams, portfolio managers Analysts, consultants, CFOs, strategy teams
License Multi-User / Enterprise Access Internal Use License

Bulk Data Downloads

Institutional-grade datasets for financial institutions and enterprise data teams.

Bulk downloads are institutional-grade only - large, complete datasets spanning all companies, industries, and time periods, delivered in a structured format ready for enterprise data warehouses, quantitative research platforms, and AI/ML pipelines.

What is included

  • Full-universe CSV / ZIP archives across all covered companies and sectors
  • Unified schema - one ingestion pipeline handles all dataset types
  • Field-level data dictionary and variable definitions in every archive
  • Rolling TTM calculations and YoY / QoQ deltas pre-computed
  • Annual, quarterly, and TTM periods across 20+ years of standardized history
  • Version-controlled exports with stable identifiers for longitudinal joins

Delivery options

  • Secure SFTP feeds for automated, scheduled ingestion
  • Bulk ZIP archives for one-time or recurring download
  • Daily, weekly, monthly, or quarterly delivery cadence
  • Compatible with SQL, BigQuery, Snowflake, Redshift, and most BI platforms

Available as bulk downloads

All CSIMarket datasets are available as bulk downloads.

Flagship Dataset

Industry Benchmarking Dataset

Institutional-grade industry benchmarking framework covering profitability, growth, valuation, financial strength, and efficiency across hundreds of industries. Structured for risk, compliance, and quantitative modeling workflows.

CSV / SFTP API Ready 20+ Years 294+ Metrics
  • Cross-sectional distributions (median, p25, p75, stddev)
  • Industry percentile rankings & composite scoring
  • Revenue, margin, and growth dispersion analytics
  • Designed for AML/KYC, credit risk, and portfolio monitoring
View Dataset → Commercial license required · Preview available

Additional custom datasets are available as bulk downloads.

FS
Fundamentals (20+ years) Annual, quarterly & TTM income statements, balance sheets, cash flows
FR
Financial Ratios Valuation, profitability, liquidity & leverage metrics
IP
Industry Performance Aggregates, peer rankings, dispersion analytics
SP
Stock Price Performance Daily changes, momentum, multi-period return series
BS
Business Segments & Regions Revenue breakdowns, structured 10-K extraction
SC
Supply-Chain Dataset Customer, supplier, and competitor relationship data
CSIMarket Bulk ZIP Data Package

Example: structured bulk ZIP archive delivery.

How institutional-grade data is used

Institutional-grade bulk datasets support a wide range of professional analytical workflows - from single-company deep dives to multi-factor quantitative models across thousands of companies.

I

Quantitative Analysis - Company Level

Growth Analysis
  • Revenue YoY / QoQ / TTM growth
  • Operating & net income growth
  • EPS growth trends
  • CAGR - 3Y, 5Y, 10Y
  • Sequential growth acceleration / deceleration
Profitability Analysis
  • Gross, operating, net & EBITDA margins
  • Return on Equity (ROE)
  • Return on Assets (ROA)
  • Return on Invested Capital (ROIC)
Efficiency & Capital Allocation
  • Asset, inventory & receivables turnover
  • Capex intensity & trends
  • Free cash flow yield
  • Share buyback intensity
Liquidity & Solvency
  • Current ratio & quick ratio
  • Debt-to-equity & interest coverage
  • Net debt / EBITDA
  • Working capital trends
Valuation Analytics
  • P/E (TTM & forward), EV/EBITDA, EV/Sales
  • Price / Book, PEG ratio
  • Market cap to revenue
Volatility & Risk Metrics
  • Beta vs market
  • Revenue volatility & margin stability
  • Earnings variability
  • Leverage risk profile
II

Industry Benchmarking

Risk & Compliance · Quant Analysts

Pre-built benchmarking reports covering profitability, growth, valuation, efficiency and management effectiveness, and financial strength across hundreds of industries - structured for risk, compliance, and financial crime teams, including AML and KYC workflows such as source of wealth validation, as well as quantitative analysts who require peer-validated, audit-ready comparisons without building from raw data. Designed for compliance, due diligence, onboarding, and investment analysis, these datasets enable consistent validation of financial profiles against industry benchmarks. Available as bulk data feeds.

↓ Download Catalog PDF
Peer Comparison
  • Company vs industry average margins
  • Company vs sector growth rates
  • Market share ranking
  • Relative profitability percentile
  • Rank within NAICS / SIC
Industry Growth Benchmarks
  • Industry revenue growth YoY / QoQ / TTM
  • Industry operating income trends
  • Profitability expansion by sector
  • Sector cyclicality analysis
Cost Structure Benchmarking
  • SG&A as % of revenue vs peers
  • R&D intensity vs peers
  • Cost of goods trends
  • Operating leverage comparison
Market Share & Competitive Positioning
  • Market share shifts over time
  • Customer concentration risk
  • Supplier dependency exposure
  • Segment contribution analysis
Supply Chain Quantitative Analysis
  • Supplier revenue exposure
  • Customer dependency risk
  • Industry network centrality
  • Revenue propagation across industries
III

Quantitative Models - Institutional & Hedge Fund Use Cases

Factor Models
  • Profitability & growth factor screening
  • Leverage factor screening
  • Margin expansion signals
  • Industry-relative z-score models
Alpha Signal Development
  • Earnings momentum signals
  • Margin inflection detection
  • Revenue acceleration models
  • Relative strength vs fundamentals
Ranking & Scoring Systems
  • Composite financial health score
  • Industry-adjusted performance index
  • Quantile ranking across 10,000+ companies
  • Multi-factor screening
Portfolio Construction Inputs
  • Sector allocation modeling
  • Industry rotation signals
  • Risk-adjusted return comparisons
  • Capital efficiency ranking
IV

Institutional Benchmarking Applications

Corporate Strategy Teams
  • Benchmark profitability vs competitors
  • Compare cost structure vs industry
  • Evaluate market positioning
Investment Banks
  • Comparable company analysis
  • M&A screening
  • Deal valuation benchmarking
Asset Managers
  • Industry overweight / underweight decisions
  • Factor-based portfolio construction
  • Earnings cycle tracking
Private Equity
  • Target screening
  • Margin improvement benchmarking
  • Exit multiple analysis
Consulting Firms
  • Industry benchmarking reports
  • Client performance dashboards
  • Peer performance diagnostics

Custom Report Downloads

Basic and institutional-grade data, scoped to specific sectors or points of interest - for small businesses and analysts.

Custom downloads cover both basic and institutional-grade data, scoped to the specific sectors, industries, or companies you care about. Whether you need straightforward company financials or deeper institutional datasets, you configure exactly what you need and download a clean, formatted file ready for immediate use - no data engineering required.

What is included

  • Self-service configuration - select sector, companies, metrics, and period; download in minutes
  • Human-readable column headers and pre-formatted layouts for Excel and board use
  • Company vs. peer-group comparisons with industry benchmarks side-by-side
  • Configurable KPI selection: ratios, margins, growth rates, and valuation multiples
  • Flexible time ranges - specific quarters, fiscal years, or trailing periods
  • Methodology documentation included with every export

Available report types

  • Profitability Benchmarking - margin structures vs. industry peers
  • Growth Comparison - revenue, earnings, and cash flow growth vs. competitors
  • Valuation Snapshot - P/E, P/S, P/FCF and other multiples vs. sector
  • Financial Strength - leverage, liquidity, and capital structure analysis
  • Management Effectiveness - ROA, ROE, ROI and efficiency ratios
  • Industry Aggregate - sector-level summaries for regulatory or board use

Data Integrity & Methodology

Both bulk archives and custom reports draw from the same underlying database, ensuring consistent numbers whether you are building a machine-learning model or preparing a board presentation.

  • Data lineage sourced directly from standardized SEC filings
  • Documented calculation methodology for revenue, profitability, growth, and ratio metrics
  • Industry classifications: SIC, NAICS, ISIC, NACE, and custom peer-group mappings
  • Standardized normalization ensuring cross-company and cross-period comparability
  • Version-controlled exports suitable for audit and institutional compliance review

Executive & Regulatory Packages

Available as bulk archives or pre-formatted custom reports, these specialized packages support board reporting, regulatory submissions, and sustainability analytics.

Executive Performance Benchmarking Industry-level margin structures, revenue growth comparisons, and peer dispersion analysis prepared for management and board review.
Sector Exposure & Financed Emissions Revenue segmentation datasets supporting financed emissions modeling and climate-related financial disclosures (TCFD / SFDR).
Capital Allocation Analytics ROI, ROA, asset turnover, capital intensity, and margin trend analysis across customizable peer groups and industries.
Regulatory-Ready Time Series Standardized, version-controlled historical data suitable for audit, internal compliance review, and institutional reporting.

Small Business & Professional Access

Independent analysts, boutique consulting firms, and small funds can access custom report downloads under a Commercial Annual License - no bulk data infrastructure required. Configure and export the specific reports you need, formatted for professional client delivery.

CSIMarket Custom Profitability Report

Example: formatted custom profitability benchmarking report.

Request Institutional Access

For bulk data subscriptions, enterprise SFTP feeds, AI/ML training datasets, or custom report licensing, contact our institutional data team.

Compliance and Register of Information (ROI)

CSIMarket operates under a DORA, Digital Operational Resilience Act-aligned framework and maintains security controls aligned with ISO/IEC 27001 principles, as a ICT Third-Party Service Provider.

Contact: data.info@csimarket.com
Annual subscriptions  ·  Enterprise bulk agreements  ·  Custom field mapping  ·  SLA options available

Not sure which to choose?

Choose Bulk if you are a financial institution or enterprise team that needs large, complete institutional-grade datasets for pipelines, warehouses, or AI/ML models.

Numbers on your Desk, Choose Custom Reports if you are a small business or analyst who needs basic or institutional-grade data scoped to specific sectors, industries, or companies of interest.

Coverage at a Glance

  • 📅 20+ years of history
  • 📊 Annual, quarterly & TTM periods
  • 🏭 Hundreds of SIC / NAICS industries
  • 📄 CSV, Excel, ZIP, SFTP formats, API
  • 🔒 Audited, audit-ready data