***If you are searching S&P Net Advantage with Google Chrome and receive an error message, try clearing your cache and possibly restarting your browser***
Example: I need balance sheet, income statement and cash flow statement data for Tesla.
- Type either Tesla or the the ticker symbol (TSLA) into the search box and select Tesla, Inc. (NasdaqGS:TSLA)
- On the left-hand side, scroll to the Financials/Valuation section and select either income statement, balance sheet or cash flow statement
- Data can be downloaded into Excel
Example: I need ratio data for Tesla.
- Type either Tesla or the the ticker symbol (TSLA) into the search box and select Tesla, Inc. (NasdaqGS:TSLA)
- On the left-hand side, scroll to the Financials/Valuation section and select "Ratios"
Example: I need SEC Filings for Tesla.
- Type either Tesla or the the ticker symbol (TSLA) into the search box and select Tesla, Inc. (NasdaqGS:TSLA)
- Scroll down the left-hand side of the screen and click the link for SEC Filings
- Select the latest 10-K file. You can consult the 10-Q's for more updated information
- The "Risk Factors" section will be useful for your SWOT analysis
- Search the document for terms such as competition, suppliers, segment, etc.
Example: I need a Stock Report for Netflix.
- Type either Netflix or the ticker NFLX into the box at the top of the screen
- Scroll down the left-hand side of the screen until you reach the heading for research
- Click the link on the left for Stock Reports
- Click the link for Equity Research
- Click the PDF icon for the report
Example: I need financial ratios for Penske Automotive,
- Type Penske or the ticker PAG
- On the left-hand side of the screen, click the link for "Ratios"
Example: I need a list of pharmaceutical/biotechnology/life sciences companies with a profit margin greater than 15%..
- Click the link for Screening at the top of the screen and choose Equities Screening
- Click the link for Industry Classification
- Click the plus sign + for Healthcare
- Click the box for Pharmaceuticals, Biotechnology and Life Sciences
- Click "Add Criteria"
- Click the link for Financial Statements
- Click the plus sign + for Compustat Operating Metrics and Ratios
- Click the plus sign+ for Profitability & Margins
- Click Net Income Margin
- Type 15 into the "Greater than"box
- Click Add Criteria
- Go to "Security Features" and select "Active"
- Click the Excel Icon in the upper left-hand side to download the data into Excel
