Financial Statement Analysis

NOT PUBLISHED

Subject:

Instructor:

Ethan Watson

Analyst Reports

Mergent Online

Mergent Online, source for global business and financial information on over 10,000 U.S. public companies, and 17,000+ non-U.S. public companies, as well as extensive corporate and municipal bond, UIT, and dividend information.

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Key Websites

IMF International Monetary Fund

Organization of 190 countries working to foster global monetary cooperation, secure financial stability, facilitate international trade, promote high employment and sustainable economic growth, and reduce poverty around the world.

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PESTEL Analysis

Political Economi Political, Economic, Social, Technological, Environmental, Legal. It is a strategic business planning tool used to identify the macro (external) forces facing an organization.

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U.S. Bilateral Relations Fact Sheets

Country reports from the U.S. State Department.

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Company Financials

Business Market Research Collection

Contains company, industry, economic and geopolitical market research with information from these sources: Hoover's Company Profiles - information about more than 40,000 global public and non-public companies including location, financials, competitors, officers, and more; OxResearch - succinct articles covering regional economic and political developments of significance from a network of 1,000 faculty members at Oxford, other leading universities, and think-tanks; Snapshots - market research overviews on 40+ industries and 40 countries.. Part of ProQuest Central.

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Mergent Online

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PrivCo

Source for business and financial data on major, non-publicly traded corporations, including family owned, private equity owned, venture backed, and international unlisted companies.

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Data-Axle Reference Solutions

Reference and research tool providing instant, real-time access to accurate, in-depth information on 24 million U.S. businesses and 235 million U.S. residents. ReferenceUSA makes it faster and easier to find new business opportunities, research executives and companies, find news articles, conduct job searches, research papers, locate addresses and phone numbers, conduct market research and much more.

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Standard & Poor's NetAdvantage

NetAdvantage is a comprehensive source of business and investment information that offers online access to Standard & Poor's research-related products; this source includes industry surveys, stock reports, corporation records, The Outlook, mutual fund reports, and more.

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Industry Reports and Overviews

IBISWorld

A comprehensive collection of Industry Market Research. IBISWorld is a powerful business tool to learn about existing clients or potential clients’ core industries of involvement & how changes to those industries can have an impact on you or your organization.

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Mergent InvestorEdge

Provides a powerful business research tool, access to the documents and financial information you need for each individual company – incorporating the latest research technology for comprehensive investment research. Look up all corporate documents including annual, industry and equity reports as well as general contact information for each domestic and international company in our database.

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Statista

Statista aggregates statistical information on over 60,000 topics from more than 18,000 sources, including market research institutes, trade organizations, scientific journals, government databases, and many other private and public resources.

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Recommended Multi-Subject Databases

Summon (Advanced Search)

Summon allows you to search for articles from journals to which we subscribe, content from participating databases to which we subscribe, freely available content such as from open access journals or government websites, and books, ebooks, government documents, archival materials, special collection and many other types of items from our library. A simple search of one or two words will return thousands of results; use phrase searching, field searching, and facets to refine your search and return fewer results.

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Emerald Full Text

Search the full text collection of 138 titles in computer science, management, marketing, engineering, social work, and information science journals.

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Datasets to Note

Data-Planet

Provides access to statistical information produced by the U.S. government, major international and intergovernmental organizations, professional and trade organizations, private companies, state government agencies, and universities. Create maps and reports from data. Compare and manipulate tens of millions of statistical data series available in the repository. Subjects include health, crime, population, finance, industry, marketing, and more.

Find guides on searching Data-Planet at https://data-planet.libguides.com/

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Statista

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Wharton Research Data Services (WRDS)

A comprehensive Internet-based data management system that allows researchers to retrieve information from a wide variety of financial, economic, and marketing data sources. This hosted data service has become the focus for quantitative data research and is recognized by the academic and financial research community around the world as the leading business intelligence tool. You must accept the WRDS Terms of Use (PDF).

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Passport

Euromonitor's Passport database contains data for countries around the world covering consumer market sizes, market data & forecasts, consumer lifestyles, companies and brands, country risk and more. Features millions of statistics and in-depth reports on 27 industries with demographic, macro and socioeconomic data and analysis on consumers and economies in 210 countries worldwide.

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Sage Research Methods

SAGE Research Methods contains more than 1000 books, reference works, journal articles, and instructional videos by world-leading academics from across the social sciences, including the largest collection of qualitative methods books available online from any scholarly publisher. The site is designed to guide users to the content they need to learn a little or a lot about their method. Access includes research methods case studies and datasets.

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S&P Capital IQ Pro

S&P Global Market Intelligence integrates financial and industry data, research, and news into tools that help track performance, generate alpha, identify investment ideas, understand competitive and industry dynamics, perform valuation, and assess risk. See more about what Market Intelligence has to offer here: https://www.spglobal.com/marketintelligence/en/solutions/market-intelligence-platform

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