Guides: AC 225.01/.02: Managerial Accounting (Gean): Company Research and Ratios

S&P Net Advantage

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 financial statements for Home Depot.

Type home depot or the ticker symbol (HD) into the box and select Home Dept, Inc. (NYSE:HD)
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 a 10-K report for Home Depot.

Type home depot or the ticker symbol (HD) into the box and select Home Dept, Inc. (NYSE:HD)
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
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 Home Depot.

Type home depot into the search box at the top of the screen and select Home Dept, Inc. (NYSE:HD)
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 Home Depot.

Type home depot into the search box at the top of the screen and select Home Dept, Inc. (NYSE:HD)
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 Home Depot.

Type home depot into the search box at the top of the screen and select Home Dept, Inc. (NYSE:HD)
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 "Specialty Retail" heading and click the PDF icon

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)
Change the currency to US Dollar if searching for a foreign firm such as Samsung Electronics Co Ltd
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.

Type tesla motors into the search box and click search
Click + to Company Analysis List at the top of the screen
Search for Ford
Click + to Company Analysis at the top of the screen
Go to "My Mergent Tools" on the right hand side and select Company Analysis List
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 Costco.

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.

Business Source Premier
Access to the industry’s most used business research database, providing full text for more than 2,200 journals, including full text for more than 1,100 peer-reviewed titles. This database provides full text back to 1886, and searchable cited references back to 1998. Business Source Premier includes full text coverage in all disciplines of business, including marketing, management, MIS, POM, accounting, finance and economics. Updated daily

Example: I want a SWOT analysis for Samsung.

IBIS World
Access to research reports containing key statistics, industry conditions, market characteristics, industry performance, external market drivers, key success factors, and 5-year revenue forecasts for each US industry. Charts and graphs download into Excel, and detailed written analysis provides explanations and insights. Our subscription also includes Global Market Research Reports that analyze 75 of the largest industries on a world-wide scale. This database is only available to current Pepperdine students, faculty, and staff.

Example: I need an industry report relevant to L'oreal.

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 want an industry overview that is relevant to General Motors.

Type general motors into the search box at the top of the screen and click search
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 "Automobiles" heading and click the PDF icon

Refinitiv Workspace Registration
Refinitiv Workspace for Students is available to Pepperdine students, faculty, and staff only for non-commercial, academic research .

For registration instructions, please visit this guide.
Refinitiv Workspace
Refinitiv Workspace is a library database that provides financial news, financials, global pricing data and analytics, analyst research reports, and more, including investment reports from prominent banks such as Credit Suisse and Morgan Stanley. These reports provide in-depth analysis and forecasts for publicly-traded companies.

Refinitiv Workspace will replace ThomsonONE in 2021. This database is available to Pepperdine students, faculty, and staff only for non-commercial, academic research, and access requires prior registration. For registration instructions, please visit this guide.