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XLSX Suite

United States Dataset

A precision-finished suite of company records for the U.S. market. Five workbooks, ~30 harmonized variables, clear provenance, and a cadence that keeps pace with filings and corporate actions.

5 workbooks• ~30 variables• Rolling updates• Delivery: XLSX (CSV mirrors)
Request access Download sample Spec sheet

The workbook suite

Each workbook is a focused component; together they interlock via stable keys.

Identity & Reference

Company canonical identity, tickers, identifiers, and mapping keys.

CIKLEIISINTickerCountry/State

Financials (Rollup)

Standardized revenue, EBITDA, margins, currency, and reporting cadence.

RevenueEBITDANet IncomeFX

Ownership & Control

Ultimate parent, cross-holdings, board, and significant ownership flags.

ParentSubsidiariesDirectorsOwnership%

Supply & Value Chain

High-signal partner links, SIC/NAICS roles, import/export hints.

PartnersNAICSSICRole

ESG & Compliance

Governance flags, sanctions checks, disclosures, and controversy markers.

SanctionsDisclosuresFlags

Variables directory

Identity

7 variables
  • company_id — stable key across suite
  • legal_name — canonical, UTF-8 normalized
  • brand_name — if distinct
  • ticker — exchange: symbol
  • isin — if listed
  • lei — Legal Entity Identifier
  • entity_type — public/private

Financials

8 variables
  • fy_end — month-day
  • currency — ISO 4217
  • revenue
  • ebitda
  • net_income
  • margin_ebitda
  • fiscal_period — FY/Q#
  • reporting_basis — GAAP/IFRS

Ownership

6 variables
  • ultimate_parent_id
  • ownership_pct
  • board_count
  • director_names
  • subsidiary_count
  • free_float_pct

Supply Chain

5 variables
  • primary_naics
  • sic
  • role_in_chain — supplier/manufacturer/retail
  • key_partners
  • trade_hint — import/export signal

ESG & Compliance

4 variables
  • sanctions_flag
  • controversy_flag
  • disclosure_score
  • governance_flag

Full definitions and data types in the spec sheet.

Schema preview

column type example notes
company_id string US-00012345 Primary key across all workbooks
legal_name string “Acme Holdings Inc.” UTF-8 normalized; case-preserving
ticker string NYSE:ACM Exchange prefix included
revenue number 1250000000 Native currency; currency column provided
ebitda number 215000000 Same period as revenue
ultimate_parent_id string US-00000001 Links to Identity workbook
Delivery is XLSX (5 workbooks). CSV mirrors provided for pipelines.

Get started

Download sample

A slim CSV with ~100 rows from each workbook for evaluation.

Sample (CSV) Readme

Request access

We’ll provision your XLSX suite with current snapshot and enroll you for rolling updates.

Request access

FAQ

How are identifiers mapped?

Identity
  • We prioritize CIK, then LEI/ISIN, then exchange-native IDs; collisions are logged in the changelog.

What about private companies?

Coverage
  • Included where filings or reliable disclosures exist; fields degrade gracefully with explicit nulls.

Currency handling?

Financials
  • Values are native; we include currency and recent FX references for downstream conversion.