Methodology & data sources
Transparency is the core of our E-E-A-T: this page documents exactly where our numbers come from, how we extract them, and the formulas behind every computed metric.
Data source
Every raw financial figure on FilingFacts is a value reported by the company itself in its annual Form 10-K and filed with the U.S. Securities and Exchange Commission. We retrieve it from the SEC EDGAR system using its public XBRL company facts API. SEC filing data is in the U.S. public domain (17 U.S.C. §105) and may be freely redistributed.
| Source | Refresh cadence | License |
|---|---|---|
| SEC EDGAR — XBRL company facts API | annual | U.S. public domain (17 U.S.C. §105) |
How the dataset is built
A script resolves each company's ticker to its SEC Central Index Key (CIK), downloads its
companyfacts JSON, and extracts annual US-GAAP facts tagged with form
10-K and fiscal period FY for the most recent five fiscal years. The
snapshot currently covers 43 companies and was generated on
2026-06-18. We respect SEC fair-access rules (a descriptive User-Agent and a request rate
under 10/second). The result is committed as a static JSON file — there is no live fetch at build
time and no automated pipeline.
The concepts we extract per company are:
| Metric | US-GAAP concept(s) |
|---|---|
| Revenue | RevenueFromContractWithCustomerExcludingAssessedTax, Revenues, RevenuesNetOfInterestExpense |
| Net income | NetIncomeLoss |
| Operating income | OperatingIncomeLoss |
| R&D expense | ResearchAndDevelopmentExpense |
| Total assets | Assets |
| Total liabilities | Liabilities |
| Shareholders' equity | StockholdersEquity |
| Cash & equivalents | CashAndCashEquivalentsAtCarryingValue |
| Diluted EPS | EarningsPerShareDiluted |
The exact revenue concept varies by filer (and some banks migrate between tags over time), so we take, for each fiscal year, the value from the highest-priority concept that the company actually reported. When a company never tags a concept (for example, financial firms rarely report an R&D or operating-income line), that row simply shows "—" rather than a guessed value.
How calculations work
The derived metrics are computed from the reported figures using standard formulas:
- Net profit margin = net income ÷ revenue
- Operating margin = operating income ÷ revenue
- R&D intensity = R&D expense ÷ revenue
- Revenue YoY growth = (this year − last year) ÷ last year
- Revenue CAGR = (ending revenue ÷ beginning revenue)1 ÷ years − 1
The on-site calculators run entirely in your browser using these same published formulas. We do not store your inputs.
Limitations
Figures are as-reported and may be restated by the company later, may lag the original filing, or may contain extraction errors. Fiscal years do not always align with calendar years, and the same metric can be defined slightly differently across companies. This is factual reference data, not investment advice — always verify against the primary filing on SEC EDGAR and see our disclaimer before relying on anything here.