Skip to Main Content
It looks like you're using Internet Explorer 11 or older. This website works best with modern browsers such as the latest versions of Chrome, Firefox, Safari, and Edge. If you continue with this browser, you may see unexpected results.
InfoGuides | Pepperdine Libraries

BA 497: Business Policy, Strategy, and Ethics (Jean-Denis): Company Research

these will help you find resources for you assignment

Company Financial Information

Example: I need balance sheet, income statement and cash flow statement data for Netflix.

  • Type either netflix or the the ticker symbol (NFLX) into the search box and select Netflix, Inc. (NasdaqGS:NFLX) 
  • 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 Netflix.

  • Type either netflix or the the ticker symbol (NFLX) into the search box and select Netflix, Inc. (NasdaqGS:NFLX) 
  • On the left-hand side, scroll to the Financials/Valuation section and select "Ratios"

Example: I need SEC Filings for Netflix.

  • Type either netflix or the the ticker symbol (NFLX) into the search box and select Netflix, Inc. (NasdaqGS:NFLX) 
  • Scroll down the left-hand side of the screen and click the link for SEC Filings
  • Select the PDF of the latest 10-K report
  • Sections like "Risk Factors" or "Management's Discussion" will be especially helpful

Example: I need the bond rate for Netflix.

  • Type netflix into the search box and select Netflix, Inc. (Nasdaq GS:NFLX)
  • On the left-hand column, scroll down to Fixed Income and select Securities Summary
  • Go to the line titled Current YTW to obtain the current yield

Example: I need income statement, balance sheet and cash flow data for Netflix.

  • Type in either Netflix or the ticker symbol (NFLX) into the box
  • Click Go
  • 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)
  • Use the pull-down menu for As Reported Currency to change the currency from Euros to US Dollars
  • Click Refresh
  • Click the link for Ratios. The ratios will include the effective tax rate which is needed for calculating the cost of capital.
  • Select the Years you need with the pull-down menu
  • Click Refresh

Example: I need ratio data for Netflix.

  • Type in either Netflix or the ticker symbol (nflx) into the box
  • Click Go
  • Click the tab for Company Financials
  • Click the link for Ratios
  • Click the arrow icon by the ratios to obtain information about the ratios were calculated

Example: I want to compare Netflix with some of its peers.

  • Type netflix or the ticker (nflx) into the search box and click Go
  • Click the tab for Competitors
  • Click the "X" for companies you want to remove
  • Search for companies such as Honda or Toyota and click "add"
  • Click  +To Company Analysis List at the top of the screen
  • Search for any additional competitors like Cumulus media, Sirius XM, 
  • Click the link for "My Mergent Tools"
  • 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

If you don't locate a company's bond rate in S&P Net Advantage, check the 10-K reports for "Senior Notes."

 

Alternative method for obtaining bond yields:

Step One: I need bond rating information 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
  • Please note: Many companies do not issue bonds.
  • Click the link for a recent bond- one that hasn't matured yet
  • Look for the bond rating from Moody's
  • This search indicates that Southwest has a bond rating of Baa2.

Step two: consult the average bond yield table:

After locating the corporate bond rating, consult the scanned image of the Bond Yield Table from the Mergent Bond Record (See Below for the link to the table). These tables will give the average yields for bonds with a given rating. The source of this table is the following reference book: Mergent Bond Record. N.Y.: Moody’s Investor’s Services Payson (Ref. HG4905 .M78). . The “Corporate Bond Yield Averages” table only provides composite ratings for companies with a minimum rating of Baa.

Company Articles

This is a good resource for articles on your company.

Example: I need articles on Netflix and Covid-19.

  • Type netflix into the first box
  • Type covid or coronavirus into the second box

Example: I need articles that describe how netflix is run.

  • Type netflix into the first box 
  • Type organizational or culture or employees or personnel management into the second box and click Search

Example: I need some articles on netflix strategies.    

  • Type netflix into the first box and select CO Company Entity with the pull-down menu 
  • Type business planning or strateg* into the second box and select SU Subject with the pulldown menu and click Search    
  • If you need to limit your search to newer articles, go to the publication date section on the left, enter the range you need and click Update

Example: I need articles on netflix and their customers.

  • Type netflix in the first box
  • Type customers or consumers into the second box and click search

Example: I need articles on Netflix's supply chain.

  • Type netflix into the first box
  • Type supply chain or suppliers into the second box
  • Click search

Example: I want some articles on lawsuits involving Netflix.

  • Type litigation or lawsuits or regulations or copyright into the first box
  • Type netflix into the second box and click search

Example: I want a SWOT analysis for Netflix.

  • Click the button for "A Publication"
  • Type globaldata into the publication box and select GlobalData Company Profiles
  • Type netflix into the "Search for Something specific box" and click Search

Investment Reports

Types of information available from Refinitiv:

  • In-depth research reports from companies like Morningstar, UBS, Morgan Stanley, J.P. Morgan, Trefis, RBC, Barclay's, etc. Avoid the reports from BuySellsSignal Research and Minkabu.
  • Environmental Social Governance (ESG) indicators
  • SWOT Analyses
  • Supply Chain (referred to as a "Value Chain"
  • Peer Analysis (available for diversity & inclusion, profitability, fundamental ratios, peer comparison (data like P/E ratios, beta)

Researching Private Companies

Researching private companies is more challenging than publicly-traded companies since they are not required to report information to the Securities & Exchange Commission (SEC). In most cases you will not be able to obtain financials statements such as income statements, balance sheets and cash flow statements for private companies.

One approach that students have used in the past when researching privately-held companies is to locate a similar public company and use their financials as an example or proxy.