This section focuses on the Library’s resources and selected resources from the Web that will help you to research companies.
Financial Information
Annual Reports, Finance & Competitors, Stocks, SEC Filings
- Real-time financial market data, news, and price quotes including derivatives and many other types of data.
- Access Bloomberg from the designated terminal in Trustee Hall 316. Be sure to reserve your session. First-time users, choose “Create a New Login” from the start page. Follow the steps, making sure you complete each field – a text message with your pass code will be sent to you. Remember your username and password for future use.
- Read Bloomberg Getting Started Guide for Students.
- Watch Introduction to Bloomberg (1:07)
- Get Certified Bloomberg Market Concepts is accessible at BMC GO. BMC is an 8-hour self-paced e-learning course that provides a visual introduction to the financial markets. BMC consists of 4 modules (Economics, Currencies, Fixed Income, and Equities) woven together from Bloomberg data, news, analytics, and television.
- NetAdvantage
- A comprehensive source of business and investment information.
- Value Line Investment Survey
- Provides current & historical financial data & industry info. Read Historical Financial Data
- Reference USA
- (Watch Reference USA from Info Group You Tube Channel)
- Hoover’s
- Covers more than 80 million companies, including private, public, and international. Information on private companies is very limited.
- PitchBook
- Users must create an account with their SEU email address to use the PitchBook platform. No downloading capabilities for patrons. For entrepreneurs: search thousands of private equity and venture capital deals by hundreds of criteria. Use PitchBook to establish benchmarks, find real time data on deals, identify and analyze comparables, and search investor details.
- Big Charts from MarketWatch
- Access to professional research tools such as interactive charts, quotes, industry analysis and intraday stock screeners, as well as market news and commentary.
- NASDAQ
- Official site of The NASDAQ Stock Market featuring free stock quotes, stock exchange prices, stock market news, and online stock trading tools.
Web Sites
- AnnualReports.com
- The leading provider of online annual reports to individual and institutional investors. How to Read Annual Reports
- A graphic description to help familiarize yourself with reading Annual Reports.
- Financial Industry Regulatory Authority, Inc. — Market Data
- Assists with market & investment research, through market data information & the FINRA Investor Education tools.
- Google Finance
- Search for stocks, ETFs, and more…
- Yahoo! Finance
- Access stock prices from 1970s-present. Begin by doing a search using the company ticker symbol. Then choose “Historical Prices” from the blue bar on the left. Choose start and end date. Choose whether you need daily, weekly, or monthly data. Add ticker symbol and click on “Get Prices.”
- U.S. Securities and Exchange Commission: EDGAR
- Free access to more than 20 million company filings. Public companies are required to disclose subsidiaries in their annual report to the SEC. The annual report, also known as the 10-K, is available in the SEC’s EDGAR database.
- SEC Webcasts
- Your ultimate tool for reading SEC filing
Company Overview
Company Overviews
- Real-time financial market data, news, and price quotes including derivatives and many other types of data.
- Access Bloomberg from the designated terminal in Trustee Hall 316. Be sure to reserve your session. First-time users, choose “Create a New Login” from the start page. Follow the steps, making sure you complete each field – a text message with your pass code will be sent to you. Remember your username and password for future use.
- Read Bloomberg Getting Started Guide for Students.
- Watch Introduction to Bloomberg (1:07)
- Get Certified Bloomberg Market Concepts is accessible at BMC GO. BMC is an 8-hour self-paced e-learning course that provides a visual introduction to the financial markets. BMC consists of 4 modules (Economics, Currencies, Fixed Income, and Equities) woven together from Bloomberg data, news, analytics, and television.
- Business Source Complete
- Contains full-text, peer-reviewed articles, BSC accesses all areas of business: accounting & tax; economics; human resources; management; marketing; operations management & more. It also includes industry & market research reports from Datamonitor and country reports from CountryWatch and Business Monitor. Company Profiles can be found under the dropdown menu “More” in the top center of the BSC database.
- NetAdvantage
- A source of business and investment information, NetAdvantage offers on-line access to Standard & Poors independent research, including data and commentary on stocks, bonds, funds, and industries.
- Hoover’s
- Covers more than 80 million companies, including private, public, and international. Information on private companies is very limited.
- PitchBook
- Users must create an account with their SEU email address to use the PitchBook platform. No downloading capabilities for patrons. For entrepreneurs: search thousands of private equity and venture capital deals by hundreds of criteria. Use PitchBook to establish benchmarks, find real time data on deals, identify and analyze comparables, and search investor details.
- AnnualReports.com
- The leading provider of online annual reports to individual and institutional investors.
- U.S. Securities and Exchange Commission: EDGAR
- Free access to more than 20 million company filings. Public companies are required to disclose subsidiaries in their annual report to the SEC. The annual report, also known as the 10-K, is available in the SEC’s EDGAR database.
- Crunchbase
- Discover innovative companies and the people behind them.
Company History
- International Directory of Company Histories
- Multi-volume major reference work bringing together histories of companies that are a leading influence in a particular industry or geographic location (enter your company’s name in the Tools – search this Series box)
Company Analysis
Company Comparison and Company News
- Bloomberg
- Terminal in Trustee Hall 316
- Hoover’s
- Covers more than 80 million companies, including private, public, and international. Information on private companies is very limited.
- Reference USA
- (Watch Reference USA from Info Group You Tube Channel)
- NetAdvantage
- A source of business and investment information, NetAdvantage offers on-line access to Standard & Poors independent research, including data and commentary on stocks, bonds, funds, and industries.
- PitchBook
- For entrepreneurs: search thousands of private equity and venture capital deals by hundreds of criteria. Use PitchBook to establish benchmarks, find real time data on deals, identify and analyze comparables, and search investor details. Users must create an account with their SEU email address to use the PitchBook platform. No downloading capabilities for patrons.
Analyst Reports (includes SWOT)
- Bloomberg
- Terminal in Trustee Hall 316
- NetAdvantage
- A source of business and investment information, NetAdvantage offers on-line access to Standard & Poors independent research, including data and commentary on stocks, bonds, funds, and industries.
- Value Line Investment Survey
- Read Chapter 3 Analyst’s commentary
- Business Source Complete
- Choose “advanced search” publication type: SWOT analysis
- PitchBook
- For entrepreneurs: search thousands of private equity and venture capital deals by hundreds of criteria. Use PitchBook to establish benchmarks, find real time data on deals, identify and analyze comparables, and search investor details. Users must create an account with their SEU email address to use the PitchBook platform. No downloading capabilities for patrons.
Conference Calls
Conference call transcripts contain a record of analyst q\&a with executives of publicly traded companies. Calls usually take place after the company’s quarterly earnings are released. There are several ways to find these.
- Search Fair Disclosure Wire through the Search box on the Library homepage, adding the phrase “conference call” to your company name. (Example: Whole Foods Market and conference call)
- The company’s investor relations website. Companies sometimes post transcripts, but more often the audio files and accompanying Powerpoint files from recent calls and investor conferences.
- Seeking Alpha - Makes transcripts available at no charge very quickly after the call is broadcast. Covers fewer companies than Fair Disclosure.