Company Financials and SEC Filings
- Mergent Online This link opens in a new windowThis database will compare company against company using ratios and financial metrics, access company SEC filings like 10-k’s as well as annual reports and allows you to export financials into Excel.
Company Financials- Click on the Company Financials tab to obtain financial statement information and ratios.
SEC Filings - Click on the Filings tab.
Competitors’ Financial Information - Click on the Competitors tab. Create a competitor report.
Company Comparisons - Click on the Report Builder tab and then click on the Comparison Reports link and select either Compare Company Against Industry or Compare Company Against Custom Group.
See Find company ratios using MergentOnline.
- EDGAR databaseThe EDGAR database available on the Securities and Exchange Commission (SEC) website contains annual report (10-K) filings and other financial filings.
Company Financials - Compustat North America and Global
WRDS Datasets - Compustat North America and Global - Individual financial line items for the balance sheet, income statement and cash flow as well as supplemental data items. For instructions on accessing the WRDS datasets, see the WRDS tutorial.
Weighted Average Cost of Capital (WACC)
To obtain a company’s current WACC use the Bloomberg terminal located in the Pardee Library.
The input shortcut code is: Ticker <F8 Equity> WACC <GO>
Type in your company’s ticker symbol press the yellow F8 Equity function key, type in WACC then press the green GO or return key.
Analyst Reports
- Investext This link opens in a new windowInvestext (available through Mergent Online) provides research reports written by analysts at leading investment banks, brokerage houses and consulting firms. Includes both current and historical reports. Please see the Resources for Analyst Reports Tutorial for further assistance.
- BloombergType in your ticker, hit the <Equity> market key then type in BRC and hit then the green <GO> key
For example: SBUX <Equity> BRC <GO>
There are additional research categories you can filter by such as Analyst Ratings or Analyst Actions.
