# Comparable Transactional Data Extraction

Access real-time financial insights and benchmarking data — automated clarity for strategic decision-making.

Archived sample configuration. Sample data is illustrative, not live data.

Build this in Jsonify: https://factory.jsonify.com/setup?q=i+want+to+get+real-time%2C+verifiable+third-party+comparable+financial+and+transactional+data+for+intercompany+benchmarking+from+global+competitor+financial+statements+and+specialized+tax+and+valuation+databases.

## Goal

i want to get real-time, verifiable third-party comparable financial and transactional data for intercompany benchmarking from global competitor financial statements and specialized tax and valuation databases.

## Sources

- sec.gov

- yahoo.com

- morningstar.com

- marketwatch.com

- fidelity.com

- factset.com

- bloomberg.com

- thomsonreuters.com

- spglobal.com

- pitchbook.com

- refinitiv.com

- datastream.com

## Sample data

id | Company | Product/Service | Metric | Value | Currency | Source

1 | Apple | iPhone | Net Sales | 209.6 | Billion USD | https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/aapl-20250927.htm

2 | Apple | Services | Net Sales | 109.2 | Billion USD | https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/aapl-20250927.htm

3 | Apple | Americas | Regional Net Sales | 178.4 | Billion USD | https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/aapl-20250927.htm

4 | Apple | Europe | Regional Net Sales | 111.0 | Billion USD | https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/aapl-20250927.htm

5 | Apple | Greater China | Regional Net Sales | 64.4 | Billion USD | https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/aapl-20250927.htm

6 | Apple | Japan | Regional Net Sales | 28.7 | Billion USD | https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/aapl-20250927.htm

7 | Apple | Rest of APAC | Regional Net Sales | 33.7 | Billion USD | https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/aapl-20250927.htm

8 | Microsoft | Microsoft Cloud | Revenue Growth | 23 | Percent | https://www.sec.gov/Archives/edgar/data/0000789019/000095017025100235/msft-20250630.htm

9 | Microsoft | Microsoft Cloud | Revenue | 168.9 | Billion USD | https://www.sec.gov/Archives/edgar/data/0000789019/000095017025100235/msft-20250630.htm

10 | Yahoo Finance | Bronze Plan | Monthly Price | 7.95 | USD | https://finance.yahoo.com/about/plans/select-plan/

11 | Yahoo Finance | Silver Plan | Monthly Price | 19.95 | USD | https://finance.yahoo.com/about/plans/select-plan/

12 | Yahoo Finance | Gold Plan | Monthly Price | 39.95 | USD | https://finance.yahoo.com/about/plans/select-plan/

13 | Morningstar | Investor Subscription | Annual Price | 249 | USD | https://www.morningstar.com/business/lp/investor-affiliate-program

14 | Morningstar | ETFInvestor | Digital Annual Price | 199 | USD | https://www.morningstar.com/en-gb/products/investor-newsletters

15 | Morningstar | ETFInvestor | Print Annual Price | 219 | USD | https://www.morningstar.com/en-gb/products/investor-newsletters

16 | MarketWatch | S&P 500 | YTD Performance | 1.7 | Percent | https://www.marketwatch.com/story/the-stock-market-looks-expensive-but-this-chart-shows-why-ai-bubble-fears-in-tech-may-be-overblown-13f556d1

17 | FactSet | Fundamentals DataFeed | Companies Covered | 86000 |  | https://insight.factset.com/resources/at-a-glance-factset-fundamental-datafeed

18 | FactSet | Mergers DataFeed | M&A Records | 600000 |  | https://insight.factset.com/resources/factset-mergers-datafeed

19 | Bloomberg | BVAL | Coverage | Corporates, Securitized Products, Munis, Curves |  | https://www.bloomberg.com/professional/products/data/enterprise-catalog/pricing/evaluated-pricing/

20 | Bloomberg | B-PIPE | Instruments Covered | 35000000 |  | https://www.bloomberg.com/professional/products/data/enterprise-catalog/real-time-data-feed/

21 | Thomson Reuters | ONESOURCE Analyzer Suite | Trial Access | 30 days |  | https://tax.thomsonreuters.com/en/corporation-solutions/c/onesource-analyzer-suite-complimentary-access

22 | Thomson Reuters | ONESOURCE | Product | Global Access |  | https://tax.thomsonreuters.com/en/onesource/data-management/global-access

23 | S&P Global | Capital IQ Pro | Visible Alpha | 1M+ Line-Item Estimates |  | https://press.spglobal.com/2025-03-25-S-P-Global-Market-Intelligence-Launches-Visible-Alpha-on-S-P-Capital-IQ-Pro-Platform

24 | Morningstar | CRSP Acquisition | Completion Date | Feb 2, 2026 |  | https://newsroom.morningstar.com/news/news-details/2026/Morningstar-Completes-Acquisition-of-CRSP-and-Extends-Relationship-with-Vanguard/default.aspx

25 | FactSet | RBICS | Industry Taxonomy | Multi-Level |  | https://insight.factset.com/resources/factset-revere-business-industry-classifications-datafeed

26 | Yahoo Finance | Gold Plan | Feature | CSV Downloads |  | https://help.yahoo.com/kb/yahoo-finance-plus/select-plans-sln36623.html

27 | Fidelity | Stock Research Snapshot | Equity Summary Score | StarMine (Refinitiv) |  | https://www.fidelity.com/quick-content/etf/help/research/learn_er_snapshot.shtml

28 | Fidelity | Equity Summary Scorecard | Performance | Jan 2026 |  | https://eresearch.fidelity.com/eresearch/sentimentSummaryScorecard.jhtml

29 | Bloomberg | IBVAL | USD Credit Securities | 30000 |  | https://www.bloomberg.com/company/press/bloomberg-launches-front-office-pricing-solution-providing-greater-visibility-into-fixed-income-trading/

30 | Thomson Reuters | ONESOURCE | BEPS Action Manager | Transfer-Pricing/CbC Documentation |  | https://mena.thomsonreuters.com/en/products-services/tax-accounting/transfer-pricing.html

## Additional fields

## Dashboard widgets

- {"id": "7c97557d", "size": "small", "type": "metric", "title": "Total Competitors Analyzed"}

- {"id": "d1e11bf9", "size": "small", "type": "metric", "title": "Total Revenue of Competitors"}

- {"id": "d57fed38", "size": "large", "type": "line", "title": "Revenue Growth Trend of Competitors"}

- {"id": "93ee3406", "size": "medium", "type": "bar", "title": "Profit Margin Comparison"}

- {"id": "0d8c6c27", "size": "medium", "type": "donut", "title": "Expense Breakdown by Category"}

- {"id": "a9293570", "size": "medium", "type": "horizontal_bar", "title": "Top 5 Competitors by Market Capitalization"}

- {"id": "e30299cd", "size": "large", "type": "table", "title": "Latest Financial Statements Summary"}

- {"id": "2ca71a8d", "size": "large", "type": "table", "title": "Intercompany Transaction Comparables"}

- {"id": "835ce52d", "size": "large", "type": "area", "title": "Cumulative Revenue vs. Competitors"}

- {"id": "51915106", "size": "medium", "type": "insights", "title": "Key Financial Insights"}

- {"id": "3cb32611", "size": "medium", "type": "pie", "title": "Revenue Contribution by Region"}

- {"id": "13affe82", "size": "large", "type": "line", "title": "Stock Price Trends of Competitors"}

## Alerts

- {"id": "price_change", "icon": "bi-tag-fill", "item": "Apple Inc. Financials", "title": "Price Change Detected", "source": "sec.gov", "enabled": true, "send_to": "email", "severity": "warning", "subtitle": "latest EPS down to $1.20 (-$0.10)"}

- {"id": "new_listing", "icon": "bi-plus-circle-fill", "item": "Tesla Inc. Q4 Report", "title": "New Listing Appears", "source": "morningstar.com", "enabled": false, "send_to": "slack", "severity": "success", "subtitle": "now available for comparison"}

- {"id": "product_removed", "icon": "bi-dash-circle-fill", "item": "Meta Platforms Inc. Financials", "title": "Product Removed from Source", "source": "factset.com", "enabled": false, "send_to": "teams", "severity": "danger", "subtitle": "no longer listed on FactSet"}

- {"id": "coverage_gap", "icon": "bi-shield-fill", "item": "Intercompany Transaction Data", "title": "Coverage Gap Found", "source": "thomsonreuters.com", "enabled": false, "send_to": "webhook", "severity": "info", "subtitle": "missing from latest filings"}

- {"id": "offer_structure_chan", "icon": "bi-box-seam", "item": "Valuation Services", "title": "Offer Structure Changed", "source": "refinitiv.com", "enabled": false, "send_to": "email", "severity": "info", "subtitle": "now includes additional metrics"}

## Integrations

- api

- snowflake

- email

- tableau
