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InfoGuides | Pepperdine Libraries

AC 225 Managerial Accounting (Novack): Company Research and Ratios

S&P Net. Advantage

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Example: I need financial statements for Boeing.

  • Type boeing or the ticker symbol (BA) into the box and select The Boeing Company (NYSE:BA)
  • On the left-hand side, go to "Financial Statement" and select specific financial statements such as "Income statements"
  • The default format for financials. If you need the official format reported to the SEC, use the pull-down menu to select "As Presented" and click Go

Example: I need 10-K/10-Q reports for Boeing.

  • Type boeing or the ticker symbol (BA) into the box and select The Boeing Company (NYSE:BA)
  • On the left-hand side, click the link for SEC Filings
  • Click the PDF icon for the 10-K report
  • Management's Discussion will be an especially helpful section for identifying important metrics for your company
  • Boeing lists metrics like R&D spending and backlogs of new orders Companies in other industries will list different metrics
  • You might need the 10-Q for your company if the 10-K was issued a year ago, or if there have been recent significant developments

Example: I need a ratio report for Boeing.

  • Type boeing or the ticker symbol (BA) into the box and select The Boeing Company (NYSE:BA)
  • On the left-hand side of the screen, go to the heading for Financials/Valuation and click the link for Ratios

Example: I need a stock report on Boeing.

  • Type boeing or the ticker symbol (BA) into the box and select The Boeing Company (NYSE:BA)
  • On the left-hand side of the screen, go to the section for Research and click Equity Research
  • Click the PDF icon to access the report

Example: I want an industry report that is relevant to Boeing that contains industry wide ratios

  • Type boeing or the ticker symbol (BA) into the box and select The Boeing Company (NYSE:BA)
  • Go to the left-hand side of the screen and go to the section for "My Links" and then select Industry Surveys
  • Go to the "Aerospace & Defense" heading and click the PDF icon
  • Look at the section for "How to Analyze a company in this industry" to see metrics and statistics that are especially relevant to this industry,.

Mergent Online

Example: I need the income statement, balance sheet, cash flow statement and ratio data for Amgen.

  • 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)
  • Select the Years you need with the pull-down menu
  • Click Refresh
  • Click the link for Ratios

Example: I want to compare Tesla Motors financials with General Motors and Ford to obtain industry averages

  • Type tesla motors into the search box and click search
  • Click the tab for Competitors at the top of the screen
  • Remove any companies that you don't want in the list
  • Click the link for "Click here to create a competitor report"
  • Click the link for Company Comparison Report
  • Select your companies by clicking >>
  • Click the plus signs + for Financials and Ratios
  • Click the types of financials and ratios that you need
  • Click > to add the financials and 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 or annual report for Amgen.

  • Type in either Amgen or the ticker symbol (amgn) into the box
  • Select Amgen
  • 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.

 

Articles and SWOT analyses

Example: I need an articles and SWOT analyses on Starbucks written between 2020 and 2021

  • Type starbucks inc. into the search box and click search
  • On the left-hand side set the date range from 2020 to 2021.

Example: I need articles on Peloton and Covid.

  • Type peloton into the first box
  • Type covid-19 or coronavirus

Example: I need articles on Tesla and the government.

  • Type tesla into the first box
  • Type government into the second box
  • Limit the results to 2020 to the present

Example: I need articles on Boeing and orders for new aircraft.

  • Type boeing into the first box
  • Type orders into the second box
  • Limit the results to 2020 to the present

Analysis

Example: I'm looking for metrics that are specific to the airline industry.

  • Search for a publicly-traded airlines company like Southwest
  • Click the link for "Financials" and then select "Operating metrics
  • Operating metrics will vary by industry