link_ibes_crsp: Get IBES-CRSP linking table

In wrds: Access 'Wharton Research Data Services' ('WRDS')

Get IBES-CRSP linking table

Description

Downloads the WRDS-provided linking table that maps IBES tickers to CRSP PERMNOs with valid date ranges and match quality scores.

Usage

link_ibes_crsp(wrds, max_score = 5L, n = Inf, lazy = FALSE)

Arguments

wrds	A DBIConnection object returned by wrds_connect().
max_score	Maximum match quality score to include. Defaults to 5, which excludes score 6 (the worst matches). Lower scores indicate better matches: 1: Best match (CUSIP, ticker, and company name all match) 2-5: Progressively weaker matches 6: Worst match (excluded by default)
n	Maximum number of rows to return. Defaults to Inf (all rows). Use a smaller value (e.g., n = 100) to preview data before downloading the full table.
lazy	If TRUE, returns a lazy tbl instead of collecting. Defaults to FALSE.

Details

The linking table comes from wrdsapps_link_crsp_ibes.ibcrsphist.

To use the link, join on ticker and ensure your observation date falls within the sdate to edate range.

Value

A tibble with columns:

ticker

IBES ticker

permno

CRSP permanent security identifier

sdate

Start date of the link

edate

End date of the link

score

Match quality score (1 = best, 6 = worst)

References

WRDS IBES-CRSP Linking Table Documentation: https://wrds-www.wharton.upenn.edu/documents/796/IBES_CRSP_Linking_Table_by_WRDS.pdf

See Also

link_ccm()

Examples

## Not run: 
wrds <- wrds_connect()
ibes_link <- link_ibes_crsp(wrds)

# Join with IBES data on ticker and date range
ibes_data |>
  dplyr::inner_join(ibes_link, by = dplyr::join_by(ticker)) |>
  dplyr::filter(date >= sdate, date <= edate)

wrds_disconnect(wrds)

## End(Not run)

wrds documentation built on May 11, 2026, 5:06 p.m.