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Record W2980329567 · doi:10.2308/isys-52618

How Significant are the Differences in Financial Data Provided by Key Data Sources? A Comparison of XBRL, Compustat, Yahoo! Finance, and Google Finance

2019· article· en· W2980329567 on OpenAlexaff
J. Efrim Boritz, Won Gyun No

Bibliographic record

VenueJournal of Information Systems · 2019
Typearticle
Languageen
FieldBusiness, Management and Accounting
TopicFinancial Reporting and XBRL
Canadian institutionsUniversity of Waterloo
Fundersnot available
KeywordsXBRLBusinessNews aggregatorFinanceBankruptcyFinancial statementKey (lock)AccountingEarningsComputer scienceAuditWorld Wide Web

Abstract

fetched live from OpenAlex

ABSTRACT We compare the financial statement data (excluding footnotes) reported by 105 randomly selected firms in their 10-K filings with data contained in XBRL filings and data reported by three data aggregators/distributors: Compustat, Google Finance, and Yahoo! Finance. We find that 48 percent to 63.2 percent of the 10-K financial statement items available in XBRL filings are not available from the aggregators/distributors. However, aggregator/distributor-provided data contain many financial items that are not in the official 10-K or XBRL filings but could be useful to users. For items included both in XBRL and by aggregators/distributors, all but 0.01 percent of the XBRL data amounts agree with the 10-K filings, whereas 6.5 percent to 7.7 percent of the amounts provided by aggregators/distributors do not, depending on the aggregator/distributor. Most differences are material, and the differences in items used in bankruptcy prediction and earnings quality models result in significant differences in the model results.

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

How this classification was reachedexpand

Full frame machine prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. The Gemma side is a direct model label for every work in the frame, read from the title-only record. The Codex side is a classifier learned from the 10,348 direct Codex labels and calibrated to design-weighted sample rates; fields without enough sample support carry no Codex call. Candidate is the union of the two sides; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels.

metaresearch head score (Codex)0.026
metaresearch head score (Gemma)0.148
Version: metacan-v3-hybrid-931329e0061cValidation status: machine_predicted_unvalidated
Candidate categoriesnone
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Observational · Consensus signal: Observational
GenreCandidate signal: Empirical · Consensus signal: Empirical
Teacher disagreement score0.026
Threshold uncertainty score0.137

Distilled classifier scores by category (both heads)

CategoryCodexGemma
Metaresearch0.0260.148
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0010.001
Bibliometrics0.0100.014
Science and technology studies0.0010.001
Scholarly communication0.0040.004
Open science0.0010.002
Research integrity0.0010.001
Insufficient payload (model declined to judge)0.0030.001

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.039
GPT teacher head0.246
Teacher spread0.207 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it

Classification

machine, unvalidated

Machine predicted; a candidate call from one source (direct Gemma or distilled Codex), not a consensus.

The models applied no category: nothing in the taxonomy fit this work.
Study designObservational
Domainnot available
GenreEmpirical

How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".

Quick stats

Citations17
Published2019
Admission routes1
Has abstractyes

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