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Syntax US Large/MidCap 1000

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Get yearly classification of the Syntax Large/MidCap 1000 constituents at both the company and product line levels. Get revenue information broken down by both product line and geographic segments.

Data Composition: US Large- and Mid-Cap Companies

Primary Business Classification: 6,130+

Product Line Classification: 24,878+

Coverage: 2013 - present*

Business Risk Groups: 1,500+ exposures across 43 lenses

Geographic Segments: 44,000+

Classification Process: Analyst-Validated Classification

Data export enables analyst to:

Understand multiple company risk factors that leverages a patented, multi-attributed classification system
Screen companies based on industry, lines of business, product line revenue, or geographic segments.
Create accurate peer groups and identify competitors at the business and product line levels.

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* Some companies may have additional historical classification data.

Data Preview

Sample Data Available

Company To Product Lines Related Business Risks (RBRs) Company to Geographic Segments Companies Company to OpenFIGIs Companies Markers Product Lines to RBRs

LCSID	Fiscal Year	Product Line ID	Revenue segment	Product Line Name	Metric Type	Metric Percentage	Is Primary
LC0000000455	2002	23216	Airlines	Commercial Airline	Revenue	100.00	true
LC0000000455	2017	23221	Airlines	Commercial Airline	Revenue	100.00	true
LC0000000455	2018	28339	Passenger Revenue	Commercial Airline	Revenue	91.32	true
LC0000000455	2016	28352	Airlines	Commercial Airline	Revenue	100.00	true
LC0000000455	2015	28356	Airlines	Commercial Airline	Revenue	100.00	true
LC0000000455	2014	28359	Airlines	Commercial Airline	Revenue	100.00	true

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RBR ID	Parent RBR ID	Taxonomy	Name	Description	Level
82734		Activity	Activity	The Activity lens analyzes companies based on shared business activities, irrespective of the resource being acted upon. The lens is segmented into the following groups: Produce, Sell/Broker, Lease/Rent/Subscription, Process Transactions/Transfer Money, Infrastructure Operators, Software Developers and Operators of Website/Electronic Platforms, Transportation, Financing, Underwriting, and Trading, Professional Services, Research, Development, and Design, Leisure, Accommodation, and Recreation, Social and Consumer Services, and Maintenance, Repair, and Cleaning.	1
82735	82734	Activity	Produce	The related business risk associated with the Produce group is the manufacture, extraction, and development of resources.	2
82736	82735	Activity	Resource Extraction	The related business risk associated with the resource extraction group is the growing, mining, or drilling of natural resources.	3
82737	82735	Activity	Manufacturing	The related business risk associated with the Manufacturing group is the is the production of products using labour, machines, tools, chemical and biological processing, or formulation.	3
82738	82735	Activity	Construction & Engineering	The related business risk associated with the Real Estate Construction group is the construction, engineering, and development of real estate and infrastructure.	3
82739	82735	Activity	Media and Information Production	The related business risk associated with the Media Production group is the publishing, broadcasting, and producing of media.	3

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LCSID	Fiscal Year	Region	Region Type	Revenue as Percentage
LC0000000455	2002	Americas	Superregion	86.51
LC0000000455	2002	Latin America	Region	14.63
LC0000000455	2002	North America	Region	71.88
LC0000000455	2002	North America	Subregion	71.88
LC0000000455	2002	EMEA	Superregion	11.10
LC0000000455	2002	Europe	Region	11.10

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LCSID	Company Name
LC0000215012	AptarGroup Inc.
LC0000221945	Regency Centers Corp.
LC0000166793	SLM Corp
LC0000153841	Physicians Realty Trust
LC0000054486	Lennar Corp
LC0000376954	Accenture PLC

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LCSID	Share Class FIGI
LC0000222174	BBG001S8Q6N2
LC0000075051	BBG001S5V9J1
LC0000221283	BBG001S7GXB9
LC0000161091	BBG019M62R54
LC0000021600	BBG001S5PXG8
LC0000020636	BBG001S5SMQ8

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LCSID	Fiscal Year	RBR ID	Summary Classification Name
LC0000000455	2002	82734	Commercial Airline
LC0000000455	2002	82766	Commercial Airline
LC0000000455	2002	82769	Commercial Airline
LC0000000455	2013	82734	Commercial Airline
LC0000000455	2013	82766	Commercial Airline
LC0000000455	2013	82769	Commercial Airline

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Product Line ID	RBR ID
13	3527
15	3527
16	3527
30	3527
34	3527
38	3527

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Documentation

Tables and Data Definition Examples Data Relations

Company to Product Lines

Product lines represent the unique activities that an enterprise enacts on the economy. Some companies will have only one product line, whereas conglomerates will have many.

name	type	description
LCSID	String	Locus Classification System Identifier. Affinity Data's unique identifier for companies.
Fiscal Year	Integer	Integer marking the fiscal year of classification, as product line data changes with time.
Product Line ID	Integer	ID of record in Product Line table.
Revenue Segment	String	Category Segment of Revenue.
Product Line Name	String	Name of the product line.
Metric Type	String	Metrics we use to distinguish product lines, including: Total proven reserves, Revenue, Operating profit, Net insurance premiums, Net income, Loan portfolio, Gross profit, EBITDA, Backlog, Assets under management
Metric Percentage	Float	Percentage of this metric attributed to this product line, e.g. percentage of revenue a company earned from this product line in a given fiscal year.
Is Primary	Boolean	The product line’s metric is listed as a Primary Metric for that given fiscal year.

Related Business Risks (RBRs)

This table provides details about an RBR, including its taxonomic info.

name	type	description
RBR ID	Integer	RBR Identifier. Used to join company entities to RBR entities.
Parent RBR ID	Integer	RBR Identifier. A reference to the RBR that serves as a taxonomical parent.
Taxonomy	String	Taxonomy Name.
Name	String	RBR Name.
Description	String	Text description of an RBR.
Level	Integer	Numerical value representing an RBR group’s depth in a taxonomy. Taxonomy depth indicates specificity, with higher numerical values indicating greater specificity. Note that different taxonomies may have different maximum depth levels.

Company to Geographic Segments

This table provides regional breakdowns of revenue.

name	type	description
LCSID	String	Locus Classification System Identifier. Affinity Data's unique identifier for companies.
Fiscal Year	Integer	Integer marking the fiscal year of classification, as geographic segment data changes with time.
Region	String	Any kind of geographic region.
Region Type	String	The type of region. This can be one of: Superregion, Region, Subregion, Country, and State.
Revenue as Percentage	Float	Percentage of the company's total revenue. In cases where the region is marked as unattributed, the revenue percentage represents the portion of revenue that cannot be attributed to lower level regions.

Companies

This table provides a company name and our own unique identifier that will unify RBR and product line queries.

name	type	description
LCSID	String	Locus Classification System Identifier. Affinity Data's unique identifier for companies.
Company Name	String	A company’s registered name.

Company to OpenFIGIs

Join table connecting Companies to OpenFIGI identifiers. For more information on using these identifiers visit the OpenFIGI website.

name	type	description
LCSID	String	Locus Classification System Identifier. Affinity Data's unique identifier for companies.
Share Class FIGI	String	Financial Instrument Global Identifier.

Companies Markers

This table joins companies to their related business risks based on summary classifications.

name	type	description
LCSID	String	Locus Classification System Identifier. Affinity Data's unique identifier for companies.
Fiscal Year	Integer	Integer marking the fiscal year of classification, as company RBR data changes with time
RBR ID	Integer	RBR Identifier. Used to join company entities to RBR entities.
Summary Classification Name	String	The primary classification name used to associate the company with its related business risks

Product Lines to RBRs

This table Joins RBRs to Product Lines.

name	type	description
Product Line ID	Integer	ID of record in Product Line table.
RBR ID	Integer	ID of record in RBR table.

Show all the companies that got more than 10% of their revenue from Casino Operations in 2018.


                  SELECT
            c.lcsid, c.company_name, SUM(pl.metric_percentage) metric_percentage
          FROM
            us_composite_companies c
            JOIN us_composite_company_to_product_lines pl ON pl.lcsid = c.lcsid
          WHERE
            pl.product_line_name = 'Casino Operators'
            AND pl.metric_type = 'Revenue'
            AND pl.metric_percentage > 10.0
            AND pl.fiscal_year = 2018
          GROUP BY c.lcsid, c.company_name

Results

LCSID	Company Name	Metric Percentage
LC0000012343	Penn National Gaming Inc	83.73
LC0000012344	Boyd Gaming Corp	73.30
LC0000012345	Caesars Entertainment Corp	50.61
LC0000012346	Churchill Downs Inc	40.75

Show all the companies that do business outside of the US have had exposure to Education Services.


                  SELECT DISTINCT
            c.lcsid, c.company_name, gs.region
		      FROM us_composite_companies c
         		JOIN us_composite_company_to_product_lines pl ON pl.lcsid = c.lcsid
          	JOIN us_composite_product_lines_to_rbrs ptr ON ptr.product_line_id = pl.product_line_id
          	JOIN us_composite_related_business_risks rbr ON ptr.rbr_id = rbr.rbr_id
          	JOIN us_composite_company_to_geographic_segments gs ON gs.lcsid = c.lcsid
          WHERE
          	rbr.name = 'Education Services'
          	AND rbr.taxonomy = 'Activity'
          	AND gs.region != 'United States'
            AND gs.geography_type != 'State'

Results

LCSID	Company Name	Region
LC0000804922	John Wiley & Sons Inc.	East Asia
LC0000462614	Grand Canyon Education Inc	North America
LC0000100651	Graham Holdings Co	Other
LC0000028506	Adtalem Global Education Inc	Brazil

Show all the RBRs with the most companies in this data set by their primary function.


                  SELECT rbr.rbr_id, rbr.name, count(c.lcsid) number_of_companies
          FROM us_composite_related_business_risks rbr
            JOIN us_composite_companies_markers cm ON rbr.rbr_id = cm.rbr_id
            JOIN us_composite_companies c ON cm.lcsid = c.lcsid
          WHERE cm.fiscal_year = '2018'
          GROUP BY rbr.rbr_id, rbr.name
          ORDER BY number_of_companies DESC

Results

RBR ID	RBR Name	Number of Companies
401	Activity	238
402	Resource	237
403	Distribution Model	130
404	Equipment/Components/Materials	108
405	Produce	106

Show all companies with over 6 product lines in 2018.


                  SELECT c.lcsid, c.company_name, count(pl.id)
          FROM us_composite_companies c
            JOIN us_composite_company_to_product_lines pl ON pl.lcsid = c.lcsid
          WHERE pl.fiscal_year = 2018
          GROUP BY c.lcsid, c.company_name
          HAVING count(pl.id) > 6

Results

LCSID	Company Name	Count
LC0000101071	Weingarten Realty Investors	20
LC0000439885	Douglas Emmett Inc	15
LC0000125080	Cousins Properties Inc	14
LC0000248716	JBG SMITH Properties	13
LC0000108357	National Retail Properties Inc	11

Show the activity assignment for a company in 2018.


                  SELECT c.lcsid, rbr.name, rbr.rbr_id, rbr.parent_rbr_id
          FROM us_composite_companies c
            JOIN us_composite_companies_markers cm ON c.lcsid = cm.lcsid
            JOIN us_composite_related_business_risks rbr ON cm.rbr_id = rbr.rbr_id
          WHERE rbr.taxonomy = 'Activity'
            AND cm.fiscal_year = 2018
            AND c.lcsid = 'LC0000446039'

Results

LCSID	RBR Name	RBR ID	Parent RBR ID
LC0000446039	Activity	2789	NULL
LC0000446039	Sell/Broker	2791	2789
LC0000446039	Broker	2797	2791
LC0000446039	Retail	2792	2791
LC0000446039	Online Retail	2794	2792

Syntax US Large/MidCap 1000 data relationship