10 or 30 yr Treasury Rates:
- Go to the "Yield" column and use either the 10 year or 30 year bonds.
Market Rate (change in the S&P 500):
Example: I want to obtain the change in the S&P 500 index during 2020.
- Click either the link for the S&P 500 or U.S. Indices
- Click Historical Prices
- Select Jan 1, 2020 as the Start Date and Dec 31, 2020 as the End Date
- Select Daily for frequency (I want closing prices for the end of the year)
- Click Get Prices
- Scroll to the bottom of the screen and click Download to Spreadsheet
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Mergent Online Mergent Online provides business and financial information for over 23,000 U.S. and international companies. 30 years of historical stock prices are available. SEC filings (real-time and archived to 1993) are included for the 10,000+ NYSE, AMEX and NASDAQ exchange companies. Financials for 15 years are "as reported" and can be downloaded to spreadsheet software such as Microsoft Excel. Select private company reports are available.
Long-term Debt, Total Stockholder's Equity and Tax Rate:
Example: I need the total stockholder's equity, tax rate and long-term debt for Southwest Airlines.
- Type in either southwest airlines or the ticker symbol (LUV) into the box
- Click Go
- Select Southwest Airlines
- Click the link for Long-term debt. If the company has long-term debt, the total will be listed here.
- Click the tab forCompany Financials
- The default financial statement is the balance sheet. Total stockholder's equity will appear in the balance sheet.
- From the Company Financials screen, click the link for Ratios. The Tax rate will appear on the ratios screen
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S and P Net Advantage (Standard & Poor's NetAdvantage) Provides access to research products including Industry Surveys, Stock Reports, Mutual Fund Reports, Bond Reports, Corporation Records, The Register of Corporations, Directors and Executives, and The Outlook, among others. Includes financials as Excel Analytics for both U.S. and global companies.
Example: I need the bond rate for Southwest Airlines.
- Click the link for Companies
- Change Company Profile to Bond Screener with the pull-down menu
- Type southwest airlines into the company name box
- Click Search
- Consult the Current Yield

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Mergent Online Mergent Online provides business and financial information for over 23,000 U.S. and international companies. 30 years of historical stock prices are available. SEC filings (real-time and archived to 1993) are included for the 10,000+ NYSE, AMEX and NASDAQ exchange companies. Financials for 15 years are "as reported" and can be downloaded to spreadsheet software such as Microsoft Excel. Select private company reports are available.
Example: I need a 10-K/Annual reports for Amazon. The 10-K will reveal if your company has issued coupons or other debt instruments.
- Type amazon into the box
- Click Go
- Click the link for Reports
- Search the document for terms such as bonds, convertible notes, debentures, etc.
Please note: if you check the 10-K for bond yields, make sure that you are evaluating bonds that the company *issued* rather than *purchased*.
Beta
Rather than obtaining the data from sources such as Yahoo Finance or Bloomberg, students need to calculate the beta.