InfoGuides: ACCT/FINC Graziadio Corporate Finance and Accounting: Company Financial Information (Publicly Traded)

In-Depth Company Financial Data

Mergent Online
Mergent Online provides business and financial information for over 23,000 U.S. and international companies. 30 years of historical stock prices are available. SEC filings (real-time and archived to 1993) are included for the 10,000+ NYSE, AMEX and NASDAQ exchange companies. Financials for 15 years are "as reported" and can be downloaded to spreadsheet software such as Microsoft Excel. Select private company reports are available.

Example: I need the income statement, balance sheet, cash flow statement and ratio data for Amgen. Note: 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's Source of Gross Margin, EBITDA P/E Ratio, and Market Cap against competitors.

Type tesla motors into the search box and click search
Click Competitors

Example: I want to compare financials for two companies in the same industry: Tesla Motors and 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
Click the types of financials (and/or ratios) that you need
Click > to add the financials (and/or 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 (annual report) for Costco.

Type in either costco wholesale or the ticker symbol (COST) into the box
Select Costco
Click Reports
Click the most recent 10-K or Annual Report

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.

Locating the Most Recent Financial Data On A Corporation

Wolfram Alpha Company Comparison Report
Entire the name of two or more companies and get a chart comparing each company's stock and financial information. Reports include fundamentals, ratios, balance sheet, income statement, and cash flow statement. Most recent information only

Example: I need to compare the most recent stock prices for Pepsi and Coke.

Type in PepsiCo Coca Cola
Stock prices listed within last 15 minutes when market is open.

Company Financial Analysis

Mergent Online
In addition to providing in-depth company financial information, Mergent Online also contains Equity Research Reports. These reports contain individual analyst equity reports on over 4,000 large and mid-cap U.S. companies. Each company report is updated quarterly with weekly updated reports on over 100 companies.

Example: I need to find investor recommendations on Tesla.

Use the search box on Mergent to look up Tesla (Ticker: TSLA).
On the company search results page, go to the Reports tab.
Select Equity Reports from the options.
Locate the pdf of the equity report to read the individual analyst equity report from Mergent.

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 a stock report on Cisco.

Type Cisco into the search box at the top of the screen and click search
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

ThomsonOne Research
ThomsonOne will be replaced with Refinitiv Workspace in 2021. For more details and registration instructions, please visit this guide.

ThomsonOne Research provides investment reports from prominent banks such as Credit Suisse and Morgan Stanley. These reports provide in-depth analysis and forecasts for publicly-traded companies. **This database requires Internet Explorer 11 or Microsoft Edge running compatibility mode. Go to the Tools menu (the gear icon), select “Compatibility View settings”, and then add thomsonone.com** This database is only available to current Pepperdine students, faculty, and staff.

Example: I need investment reports on Home Depot.

Click the link for Research on the top of the screen
Click the link for Advanced Research
Type home depot into the search box
Type 10 in the Show Page(s) box
Click Search
Click the link for a report that interests you
In the new window that displays, click the box for Select All Reports and click View

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.
Value Line Research Center
Access to: The Value Line Research Center Investment Survey, full-page Ratings and Reports on 1,700 stocks, plus a weekly Summary and Index with key financial data and the Selection and Opinion newsletter; The Value Line Research Center Investment Survey - Expanded Edition; The Value Line Research Center Mutual Fund Survey; The Value Line Research Center Daily Options Survey; The Value Line Research Center Special Situations Service; and The Value Line Research Center Convertibles Survey.