Data Product
Company Fundamentals & Ownership Dataset
Company-level fundamentals, analytics, statements and institutional ownership for 13,000+ US-listed companies, the deepest dataset in the catalog.
What data it carries
Everything you need to understand a single company, keyed by ticker or CIK.
- Profile & scores · overview, per-share, factor scores, z-scores, quant profile, signals and a one-call dashboard
- The six analytics · growth, profitability, valuation, financial strength, efficiency and management effectiveness (TTM / FY / Q)
- Financial statements · income, balance-sheet and cash-flow (raw rows + display views), 20+ years of history
- Institutional ownership · aggregate %, holder counts, top holders, quarter-over-quarter changes, history, concentration (HHI / Gini) and per-manager portfolios & holdings
- Insider activity · transactions from Forms 3, 4 and 5, a per-company buy and sell summary, and history by individual filer, so officer and director dealing sits next to the fundamentals rather than in a separate tool
Best real-life usage
- Single-name due diligence: pull a company's full fundamental and ownership profile in one place for an investment memo, credit review or KYC file.
- Follow the smart money: see which institutions are building or trimming a position quarter over quarter, and how concentrated the holder base is.
- Fundamental screening follow-through: after a screen surfaces a name, deep-dive its statements, ratios and ownership without switching tools.
- Read insider dealing in context: put Form 4 buying and selling next to the quarter's reported numbers and the institutional holder base, rather than reading a transaction on its own.
Combine with other datasets
Each analysis below pairs this dataset with another to answer a question neither can alone.
+ Industry Benchmarking
Rank a company's margins, growth and valuation against its industry peers (percentile and z-score), answer “is this cheap or strong relative to its peers?”
Rank a company's margins, growth and valuation against its industry peers (percentile and z-score), answer “is this cheap or strong relative to its peers?”
+ Total Market
Place the company's valuation and growth against the whole US-listed market aggregate for top-down context.
Place the company's valuation and growth against the whole US-listed market aggregate for top-down context.
+ Quantitative Factor & Risk
Overlay factor exposures and tail/crash risk scores on the fundamental picture for factor-aware stock selection.
Overlay factor exposures and tail/crash risk scores on the fundamental picture for factor-aware stock selection.
Over MCP with AI agents
Connect an AI agent to the CSIMarket MCP server (mcp.csimarket.com) and it can call these endpoints as tools, no glue code. Ask in plain language; the agent picks the endpoints, fetches the data, and composes the answer.
- “Give me AAPL's latest fundamentals, its valuation vs its industry, and the top 5 institutional holders with quarter-over-quarter change.”, the agent calls the company + industry endpoints and composes the brief.
- Build a research copilot that, given any ticker, assembles a one-page brief (fundamentals + ownership + peer ranking) on demand.
- Let the agent watch a portfolio and flag names where institutional ownership or concentration shifts materially.