BA 449: Portfolio Management (Goukasian)

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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

Use this database to access financial data, ratios and company comparisons. You can download the data into Excel.

Example: I need the income statement, balance sheet, cash flow statement and ratios for Boeing for the past few years.

• Type Boeing (or the ticker symbol BA) into the search box and then select Boeing
• Click the tab for Company Financials
• Use the pull-down menu to select the type of financial data (balance sheet, income statment or cash flow)
• Use the pull-down menu to select the years of coverage
• If you have a foreign company, you can select US Dollars for the currency
• Click Refresh
• Click the link for Ratios
• Choose the years you need and click Refresh

To see how ratios were calculated, click the arrow:

Example: I want a technical analysis report for Boeing.

• Type boeing (or the ticker symbol BA) into the search box and then select Boeing
• Click the tab for Company Reports
• Select the "Fundamental Report"

Example: I want to compare Tesla Motors financials with other automobile manufacturers.

• 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
• Add companies that you need
• 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 want a list of publicly-traded automobile manufacturing companies in China

• Click the circle for Primary NAICS
• Type 3361 (the code for automobile manufacturing into the box. You can use the code lookup to browse specific categories.
• Select China with the pull-down menu
• Search