This list of resources is intended to assist you in analyzing companies and their industries. The guide will assist in searching for resources such as SEC filings, trade publications, trade organization reports, and government statistics.
Company Information: Competitors
Bloomberg
Business Electronic Resources (Library Use Only)
Bloomberg contains financial information, news, job postings, biographies, etc. Academic institutions are not allowed to download data; a bit weaker when looking at historical vs. current data, and not always transparent.
Factiva
http://www.columbia.edu/cu/lweb/eresources/databases/3272677.html
Factiva provides access to global news and business information, including local newspapers, same-day newswires, company reports, and media programs. Provides company information including market data and competitors. Includes full-text of the New York Times and Wall Street Journal. Coverage varies from 1978 - present.
Hoover's Company Records
http://www.columbia.edu/cu/lweb/eresources/databases/4781815.html
Find information on 15,000 companies covered by Hoover's. Company Capsules and Profiles deliver information on a company's location, summary financials, top competitors, top officers, and more. Use the title or company field to search company names.
OSIRIS
http://www.columbia.edu/cgi-bin/cul/resolve?clio3409351
OSIRIS is a comprehensive database of listed corporates, banks and insurance companies around the world. In addition to the income statement, balance sheet, cash flow and ratios it contains news, ownership, ratings, earnings estimates and stock data. Covers over 120 countries, includes 25,000 publicly listed corporates (10,000 US and 15,000 non US) 1,500 banks, and 350 insurance companies.
Thomson ONE Banker
http://www.columbia.edu/cu/lweb/eresources/databases/5020753.html
Thomson ONE Banker provides access to financial data on public companies, as well as merger and acquisition information and market data. Users can search and screen across databases to identify companies that meet your specific investment criteria as well as conduct peer analysis.
Company Information: Financial Data
Company Home Page
Publicly traded companies almost always have an investor relation's site that contains annual reports, SEC filings, Press Releases, and occasionally conference call notes (and sometimes video/audio).
Bloomberg
Business Electronic Resources (Library Use Only)
Bloomberg contains financial information, news, job postings, biographies, etc. Academic institutions are not allowed to download data; a bit weaker when looking at historical vs. current data, and not always transparent.
Compustat or CRSP via WRDS
Databases used by accounting and finance researchers for financial data. Offers up to 50 years of financial information, including income statement, balance sheet, and ratios. Compustat standardizes all of their data to allow for better company to company comparison, the database contains both "as reported" and restated data.
Datastream
Business Electronic Resources (Library Use Only)
A powerful database that offers data on equities, commodities, bonds, as well as a comprehensive indices data. Contains both current and historical information (in many cases up to 20 yrs of historical information). Datastream also has economic statistics. Often used to download data unavailable through Bloomberg. Time series may be charted or tabulated.
EdgarScan
http://edgarscan.pwcglobal.com/servlets/edgarscan
A free resource provided by PricewaterhouseCoopers, EDGARscan contains SEC filings, but also enables you to download up to ten years of financial information from 10Ks and 10Qs.
OSIRIS
http://www.columbia.edu/cgi-bin/cul/resolve?clio3409351
OSIRIS is a comprehensive database of listed corporates, banks and insurance companies around the world. In addition to the income statement, balance sheet, cash flow and ratios it contains news, ownership, ratings, earnings estimates and stock data. Covers over 120 countries, includes 25,000 publicly listed corporates (10,000 US and 15,000 non US) 1,500 banks, and 350 insurance companies.
Thomson ONE Banker
http://www.columbia.edu/cu/lweb/eresources/databases/5020753.html
Thomson ONE Banker provides access to financial data on public companies, as well as merger and acquisition information and market data. Users can search and screen across databases to identify companies that meet your specific investment criteria as well as conduct peer analysis.
Company Information: Stock Price Data
Bloomberg
Business Electronic Resources (Library Use Only)
Contains historical stock prices for the last twenty years; stock prices are updated continuously.
CRSP via WRDS
Business Electronic Resources (Library Use Only)
Contains historical equity and index data.
Datastream
Business Electronic Resources (Library Use Only)
Datastream contains time series data for equities, including stock prices.
Factiva
http://www.columbia.edu/cgi-bin/cul/resolve?AUQ3920
Full-text database providing timely and detailed facts, figures and analyses of companies, industries and financial markets. Includes industry and trade publications, news sources, and company and market data. Coverage varies by source.
Yahoo!Finance
Good website for current and historical stock price data.
Mergers and Acquisitions and New Issues
SDC Platinum
Business Electronic Resources (Library Use Only)
The components of the Business Library's subscription to SDC are:
- Worldwide Merger and Acquisitions, which contains data on all corporate transactions involving at least 5% of the ownership of a company, varied coverage from 1980 onward.
- Joint Ventures & Strategic Alliances, worldwide data on all transactions between 1988 to present
- New Issues, containing all taxable issues of debt, equity and taxable municipals since 1970.
- VentureExpert, which has data on venture capital deals from 1970 onward. 70% of the companies are private.
Note: There is an embargo period of 60 days on the data in SDC. Data can be downloaded.
Thomson ONE Banker (contains the full version of SDC Platinum, including VentureExpert)
http://www.columbia.edu/cu/lweb/eresources/databases/5020753.html
Thomson ONE Banker provides access to financial data on public companies, as well as merger and acquisition information and market data. Users can search and screen across databases to identify companies that meet your specific investment criteria as well as conduct peer analysis.
Industry Data
Associations Unlimited
http://www.columbia.edu/cu/lweb/eresources/databases/2149776.html
Database covering over 144,000 organizations worldwide. Also includes U.S. regional, state, and local associations. Use the Encyclopedia of Associations to look up trade associations.
Global Market Information Database (GMID)
http://www.columbia.edu/cu/lweb/eresources/databases/3016023.html
GMID contains over a million demographic, economic and marketing statistics for 205 countries worldwide. The database also contains 6-year historic market size data for more than 330 consumer products in 52 countries, plus 5-year forecasts.
Standard and Poors Industry Surveys [via S&P Net Advantage]
http://www.columbia.edu/cu/lweb/eresources/databases/2240298.html
Industry reports with comparative information on publicly-trade companies. A good overview of the macro-economic environment in which a company competes. Bibliographies are also provided for each industry, use these to find trade associations and government agencies that deal with your industry.
Industry Ratios
Almanac of Business and Industrial Financial Ratios.
HF5681 .R25T68 (latest located in the Reference Stacks)
Contains operating and financial information for corporations with and without net incomes as well as only for those companies in an industry that operated at a profit.
Industry Norms and Key Business Ratios.
HD47 .D82 (latest located in the Reference Stacks)
Industry balance sheet and income statement information along with ratios organized by industry code.
IRS Corporate Financial Ratios.
HF5681 .I77 (latest located in the Reference Stacks)
Compiled from IRS data from income statements and balance sheets for companies with and without net income. Organized by major and minor industry groups.
RMA Annual Statement Studies.
HF5681 .B2R5 (latest located in the Reference Stacks)
Balance sheet and income statements as well as commonly used ratios for over 360 industries. Organized by the NAICS Code as well as title of industry. Includes the most recent five years of data.
News Sources
ABI/INFORM (ProQuest Direct)
http://www.columbia.edu/cu/lweb/eresources/databases/4888784.html
Search 1800 premier worldwide business periodicals for information on advertising, marketing, economics, management techniques, human resources, finance, taxation, computers, and more. Includes full-text of the New York Times and Wall Street Journal. Coverage varies from 1971 - present.
Business Source Complete
http://www.columbia.edu/cu/lweb/eresources/databases/4784657.html
Covers all disciplines of business, including marketing, management, accounting, finance, international business, econometrics and economics. Contains full text of the Harvard Business Review, California Management Review and other important journals and databases.
Factiva
http://www.columbia.edu/cu/lweb/eresources/databases/3272677.html
Factiva provides access to global news and business information, including local newspapers, same-day newswires, company reports, and media programs. Provides company information including market data and competitors. Includes full-text of the New York Times and Wall Street Journal. Coverage varies from 1978 - present.
Trade Publications
Factiva
http://www.columbia.edu/cu/lweb/eresources/databases/3272677.html
Factiva provides access to global news and business information, including local newspapers, same-day newswires, company reports, and media programs. Provides company information including market data and competitors. Includes full-text of the New York Times and Wall Street Journal. Coverage varies from 1978 - present.
LexisNexis Academic
http://www.columbia.edu/cu/lweb/eresources/databases/2100385.html
An interdisciplinary, full-text database of over 18,000 sources including newspapers, journals, wire services, newsletters, company reports and SEC filings, case law, government documents, transcripts of broadcasts, and selected reference works.
Statistical Sources
Government websites
http://www.columbia.edu/cu/lweb/indiv/usgd/guides.html
EIU Country Data
http://www.columbia.edu/cu/lweb/eresources/databases/2371694.html
An analytical database of worldwide economic indicators and forecasts, providing more than 317 series on 150 countries and 45 regional aggregates, running from 1980 and forward to 2005. Data can be manipulated, displayed, graphed, analyzed and downloaded in various formats. Major data categories include economic structure, foreign payments, external debt stock, external debt service, external trade, trends in foreign trade, quarterly indicators.
FRED II
http://research.stlouisfed.org/fred2/
A database of over 3000 U.S. economic time series compiled by the Federal Reserve Bank of St. Louis. With FRED® II you can download data in Microsoft Excel and text formats and view charts of data series.
LexisNexis Statistical
http://www.columbia.edu/cu/lweb/eresources/databases/2334507.html
Provides statistical data from U.S. government publications from 1973, state and private sources from 1980, and international organizations from 1983.
Statistical Abstract of the United States
http://www.census.gov/prod/www/statistical-abstract-us.html
A compilation of statistics produced by the US Federal Government and diverse statistical sources. The source of the data is listed at the bottom of each table, making this an excellent guide to more information.
Sources for Private Companies
D&B Million Dollar Database
http://www.columbia.edu/cu/lweb/eresources/databases/4814753.html
Provides information on approximately 1,600,000 U.S. leading public and private businesses, including company and industry information such as SICs, size criteria (employees and annual sales), type of ownership, principal executives and biographies, annual US sales dollar equivalent.
Hoover's Company Records
http://www.columbia.edu/cu/lweb/eresources/databases/4781815.html
Find information on 15,000 companies covered by Hoover's. Company Capsules and Profiles deliver information on a company's location, summary financials, top competitors, top officers, and more. Use the title or company field to search company names.
Factiva
http://www.columbia.edu/cu/lweb/eresources/databases/3272677.html
Full-text database providing timely and detailed facts, figures and analyses of companies, industries and financial markets. Includes industry and trade publications, news sources, and company and market data. Coverage varies by source.
LexisNexis Academic
http://www.columbia.edu/cu/lweb/eresources/databases/2100385.html
Full-text database of over 18,000 sources including newspapers, journals, wire services, newsletters, SEC filings and international company reports, case law, government documents, transcripts of broadcasts, and selected reference works.
