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DESC Graziadio Decision Sciences

This guide is intended to support research in topics related to the field of Decision Sciences.

Datasets from Library Databases

Sources of Company Financial Data (Publicly Traded Companies)

Sources of Company Financial Data (Publicly Traded Companies)

Below is detailed information for locating financial data for publicly traded companies.

Tips on locating ratios for companies and industries are provided in the InfoGuides for company ratios and industry ratios.  

Example: I need the income statement, balance sheet, cash flow statement and ratio data for Amgen. Note: The income statement contains Earnings Per Share Data.

  • Type in either Amgen or the ticker symbol (amgn) into the box
  • Select Amgen
  • Click Company Financials
  • Use the pull-down menu to select the type of financial data (Balance Sheet, Income Statement or Cash Flow)
  • Use the pull-down menu to select the number of years of financial data (3, 5, 7, 10 or 15)
  • Change the currency to US Dollar if searching for a foreign firm such as Samsung Electronics Co Ltd
  • Select the Years you need with the pull-down menu
  • Click Refresh
  • Click the link for Ratios

Example: I want to compare Tesla's Source of Gross Margin, EBITDA P/E Ratio, and Market Cap against competitors.

  • Type tesla motors into the search box and click search
  • Click Competitors

Example: I want to compare financials for two companies in the same industry: Tesla Motors and General Motors and Ford.

  • Type tesla motors into the search box and click search
  • Click + to Company Analysis List at the top of the screen
  • Search for Ford
  • Click + to Company Analysis at the top of the screen
  • Go to "My Mergent Tools" on the right hand side and select Company Analysis List
  • Click the link for Company Comparison Report
  • Select your companies by clicking >>
  • Click the plus signs + for Financials
  • Click the types of financials (and/or ratios) that you need
  • Click > to add the financials (and/or ratios)
  • Click the box for Include Average
  • Select the years you want
  • Use the pull-down menu to select Microsoft Excel format
  • Click Create Report

Example: I need a 10-K (annual report) for Costco.

  • Type in either costco wholesale or the ticker symbol (COST) into the box
  • Select Costco
  • Click Reports
  • Click the most recent 10-K or Annual Report

Example: I need 10-Q reports for Amgen.

  • Click the link for Government Filings
  • Click the circle for ticker symbol and type amgn into the box
  • Scroll to the section for Filing Date Search and click the circle for Last 12 months
  • Scroll to Filing Type and select 10-Q
  • Click Search
  • Use your browser's Edit/Find in Page feature to search for terms such as investing

Please note: If you are researching a foreign company traded on a U.S. exchange you will search for the company’s 20-F instead of the 10-K.

Supply Chain Data from Bloomberg (Library Subscription Database - IN LIBRARY ONLY)

Bloomberg is one of the world's leading financial databases and contains supply chain data. Use Bloomberg supply chain function to measure and analyze a company's supply-chain health, track key customers, suppliers, and competitors.

Bloomberg terminals are on-site only workstations available on the Malibu campus at the Payson Library and Drescher Library. These workstations are limited to Pepperdine students, staff, and faculty and require an account. Students can set up the account the first time they use one of the terminals. Special assistance from a library worker is required to use the Bloomberg Terminals at the Drescher Campus Library. 

Bloomberg is a command driven system. Use Bloomberg commands to locate data and analysis specific to supply chains. Bloomberg SPLC <GO> provides supply chain relationships of tens of thousands of companies from source documents in over a dozen languages with access to proprietary supply chain relationship data unavailable through other sources. Bloomberg SPLC <GO> "offers industry-leading insight into a company’s supply chain relationships. Users can map a company to its customers, suppliers, and competitors, and therefore begin to measure and analyze a company’s supply-chain health based on the wealth of financial data available on the Bloomberg terminal." Use the function, SPLC <GO> data to answer questions such as:

  • Who are the biggest customers for the company? 
  • Who are the biggest suppliers for the company?
  • How have the company's suppliers performed financially?

For example, to find Apple's suppliers, search by the company ticker and function, type AAPL <Equity> SPLC <Go>

  • Group suppliers by country to assess geographic supply chain concentration
  • Filter supplier list using industry subgroup or economic sectors.
  • Obtain Supplier News, type NI SUPPLY <Go> or  NI SPLC <Go>

Google Dataset Search

Google Dataset Search indexes almost 25 million of datasets. You can filter the results based on the types of dataset that you want (e.g., tables, images, text), or whether the dataset is available for free from the provider. Try it here:

https://datasetsearch.research.google.com/

screenshot of the search bar for Google Dataset Search