ESG Score

The esg data type returns an Environment, Social, and Governance (ESG) score for a stock. The ESG score is a measure of a company's sustainability and ethical impact. The score is calculated by aggregating data from various sources and is used by investors to evaluate a company's performance in these areas. The ESG score is a number between 0 and 100, with higher scores indicating better performance and 50 considered industry average. Scores are provided on a per SEC filing basis.

=SF(symbol, "esg", metric, year, options)

• symbol is the ticker symbol of the financial asset (e.g., "AAPL"). You can use our Symbol Search to find the correct ticker symbol.

• metric selects what metrics to display (see options below), display all metrics by leaving blank or using "all". Chain together as many metrics as you'd like using &, e.g., "date&formType&environmentalScore".

• year is year or range of years for which you want to retrieve the data. You can enter a single year (e.g. 2020) or a range of years (e.g. 2019-2021).

• options adjusts the formatting of the output. Available options include: "NH" for no header rows and "-" for reversing the output. You can chain together as many options as you'd like using &, e.g., "NH&-".

The ESG metric options are:

• All ("all")

• Date ("date")

• Form Type ("formType")

• Accepted Date ("acceptedDate")

• Environmental Score ("environmentalScore")

• Social Score ("socialScore")

• Governance Score ("governanceScore")

• Total ESG Score ("ESGScore")

• Link ("url")

Examples

Example 1 - Display the most recent year of ESG score data

=SF("AAPL", "esg")

Example 2 - Display several selected metrics, specific year

=SF("AAPL", "esg", "date&formType&environmentalScore", "2022")

Example 3 - Display all metrics for a range of years with options selected (no header and reversed)

=SF("AAPL", "esg", "all", "2019-2023", "NH&-")