Quantitative and Qualitative Insights in One Place

AlphaSense provides every data point necessary for fundamental research — and combines these insights with industry-leading AI capabilities that accelerate and enhance your research process. Make faster, smarter strategic decisions with unified financial intelligence that connects the numbers to the narrative.

AlphaSense Provides Access to Data Sets and Tools That Enhance and Accelerate Key Research Workflows:

• Comparable Companies Analysis
• M&A Transaction Analysis
• Historical Financial Statement Analysis
• Target Identification
• Market Sizing
• Competitive Benchmarking
• Valuation & Financial Modeling
• Historical Equity Price Analysis
• Monitoring & Reporting on Peers or Competitors

Unified Platform for Comprehensive Market Analysis

AlphaSense brings financial performance and strategic context together so you can evaluate targets, track competitors, and understand market moves in one seamless workflow. Stop stitching together disparate insights, and start building strategic advantage.

Comprehensive Content Library

AlphaSense is the only platform that combines public and private financial data with a robust qualitative library of expert call transcripts, broker research, news, and regulatory documents all in one place.

Industry Comps

Get fast, customizable access to financial benchmarks across 90+ industries with metrics and KPIs specific to each sector — built by experienced, sector-focused analysts.

Canalyst Financial Models

Access 4,500+ ready-to-use financial models that offer detailed financials, operating metrics, and segment breakdowns. Skip the tedious work to build and update models and focus on alpha-generating work.

Private Company Insights

Access revenue metrics, funding rounds, and proprietary expert call transcripts — providing unparalleled visibility into private companies.

Generative Search

Instantly surface company financials, KPIs, expert perspectives, and benchmarks in context — curated for sharper, faster insight. Analysts can put in natural language queries and instantly generate alpha-ready analysis, combining financials, models, expert transcripts, and broker research in one workflow.

Frequently Asked Questions

What is fundamental research, and how does it support financial analysis?

Fundamental research is the process of evaluating a company, industry, or market based on underlying financial, economic, and qualitative factors — with the ultimate goal of determining its intrinsic value. It is differentiated from technical analysis, as it dives into the drivers of long-term performance and value creation.

What types of documents and data sources are typically used in fundamental research?

Fundamental research typically involves a wide array of documents and data sources, which includes company documents, such as:

• Annual reports
• Quarterly reports
• Earnings releases and presentations
• Earnings transcripts
• SEC filings
• Investor Day materials and press releases
• ESG Reports It also includes market and industry research documents, such as:
• Industry reports
• Broker reports
• Trade publications And alternative data sources, such as:
• Expert call transcripts
• Patent data

What financial data does AlphaSense provide access to?

In the AlphaSense platform, users can find all the documents and data sources discussed above, which means they have everything they need for deep, comprehensive fundamental research and analysis. Combined with our premium qualitative content, AlphaSense provides key quantitative insights with our new Financial Data offering.

Financial Data includes:

• Historical Financials & Estimates: Standardized statements and consensus data across 17,000+ public companies
• Sector-Specific KPIs: Detailed operating metrics sourced from institutional-grade Canalyst models
• Transaction Intelligence: Nearly 1M M&A deals and 680K private funding rounds, enriched with AI-generated deal rationale and strategic context
• Dynamic Peer Sets: 125+ pre-built industry comparables with sector-specific metrics

What are the benefits of using a tool like AlphaSense to conduct fundamental research?

AlphaSense provides industry-leading AI capabilities and workflow tools that make the research process more seamless, accurate, and efficient than ever, including:

• Generative Search Integration: Surface insights across structured data and qualitative content with full source citations.
• Natural Language Screener: Use simple prompts to discover equities, funding rounds, and M&A transactions.
• Excel Add-In: Excel tool with clear custom formulas and analysis templates.
• Canalyst Model Access: 4,500+ ready-to-use models with detailed financials, operating metrics, and segment breakdowns.
• Purpose-built workflows: Built by industry insiders for specific research workflows.
• Domain-Specific AI: Our financial AI understands sector dynamics, valuation methodologies, and market context.

This signature combination of crucial insights, advanced AI capabilities, and workflow tools results in accelerated and enhanced fundamental research — and provides users with a competitive edge.

What’s the difference between financial research platforms like AlphaSense and basic stock screeners?

AlphaSense differs from basic stock screeners in several key ways:

• Purpose: Financial research platforms aim for deep qualitative and quantitative research, while stock screeners filter stocks based on metrics.
• User: Enterprise users like institutional investors use research platforms, while retail investors typically use stock screeners.
• Data Sources: AlphaSense provides access to diverse qualitative and quantitative content, unlike stock screeners.
• AI Capabilities and Automation: AlphaSense offers advanced AI features, enhancing research workflows significantly.
• Workflow Tools: AlphaSense supports comprehensive financial workflows including modeling, screening, and more, unlike basic stock screeners.

What should I look for in a platform to support deep-dive financial analysis?

The platform should incorporate:

• Comprehensive Data Coverage: Includes company filings, earnings materials, broker research, and expert call transcripts.
• Integrated Workflow Tools: Tools for analysis speed and collaboration.
• Advanced Analytics and Visualization: Features like customizable dashboards and financial modeling support.
• Advanced Search and Discovery: Semantic search capabilities and generative AI support.

Can financial analysis platforms like AlphaSense enhance the speed and accuracy of my investment decisions?

Absolutely! AlphaSense enhances decision-making speed and accuracy by integrating insights, incorporating AI-powered features, and supporting analyst workflows, saving valuable time for strategic decisions.