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
Mergent Online This link opens in a new windowBusiness and financial information for U.S. and international companies. SEC filings (real-time and archived to 1993) for NYSE, AMEX and NASDAQ exchange companies. Select private company reports 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
S & P NetAdvantage (Standard & Poor's NetAdvantage) This link opens in a new windowAccess to research products including Industry Surveys, Stock Reports, Mutual Fund Reports, Bond Reports, Corporation Records, The Register of Corporations, Directors and Executives.
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
Mergent Online This link opens in a new windowBusiness and financial information for U.S. and international companies. SEC filings (real-time and archived to 1993) for NYSE, AMEX and NASDAQ exchange companies. Select private company reports 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.
