Simpson Library has resources to help you find all of these.
Download corporate financials in Excel from 10K Wizard 10K Wizard is a rich database with many ways to search for and compile information on companies. Take the 10K Tour to learn more. 10K Wizard is a database of financial and other information drawn from SEC filings by U.S. publicly traded companies. Tour Use the Financials view for this assignment.
Use ticker symbol for precise results Enter the ticker symbol for your corporation. Choose Annual or Quarterly statements and the items you want to see.
Click on the Company Financials tab for numbers Notice data goes back to 1998, when the SEC began to require electronic filing. WYSIWYG: What You See Is What You Get. You can delete and compress line items once the data is in Excel.
Notice the dropdown menu choices Change view. Download to MS Excel.
Please logout Please be sure to logout. UMW subscription allows only two concurrent users.
Standard and Poor’s NetAdvantage S&P NetAdvantage offers excellent access to stock prices, trends, and other subscription corporate and industry analysis. Choose Companies tab for information on an individual company.
An S&P Company Profile Financials are compressed and not downloadable in Excel. S&P numbers and analysis tend to be based on stock prices, valuations, and trends.
Valuation tab includes a Beta coefficient Valuation Beta: Look at the Glossary to see how the S&P beta is derived.
Free, non-subscription sources of corporate information
Corporate web sites, including annual reports
SEC EDGAR: federal database of 10-K and other SEC-required reports in downloadable format. 10K Wizard makes the whole process a lot easier.
Governments, including the federal government, and financial information publishers, such as S&P or Mergent, use industry codes (also known as classification systems) to sort and organize information about similar companies.
The problem? Not everyone uses the same system.
Even the federal government has two systems in widespread use.
Why do you care?
Because if you compare your corporation’s financial picture to that of other corporations in an industry, you want to be sure you are comparing apples and apples.
Make sure you know what classification system is used in each information source you consult.
NAICS North American Industry Classification System
Provides common industry definitions for Canada, Mexico, and the United States.
NAICS, which was integral to the implementation of NAFTA, replaces the countries' separate classification systems with one uniform system for classifying industries.
In the United States, NAICS replaced the Standard Industrial Classification system or SIC codes.
The online version, posted by the U.S. Bureau of the Census, is found at http://www.census.gov/epcd/naics02/
Simpson Library has a print version of NAICS at REFB HF 1042.N6 2002.
SICS Standard Industrial Classification System
Was theoretically superseded by the North American Industry Classification System (NAICS)
However both systems are still widely in use, by information publishers and even by the federal government
A searchable online version, posted by the U. S. Department of Labor is available at http://www.osha.gov/pls/imis/sicsearch.html
Simpson Library has a print version at REFB HF1042/.A55/1987.
Are a good source of both corporate and industry analysis and forecasts
Can provide a snapshot of what analysts were thinking and projecting at a certain point in the past
Are found in Simpson Library databases, including Business & Company Resource Center and Factiva
Business & Company Resource Center Enter the company name and click on Search. Notice that articles are available about this company subdivided by topic. Click on a link to see the articles.
Most articles are in full text Click for full text. Not in full text? Click Locate Journal Article to see if the library has this publication in another database or in microfilm, microfiche, or print.
Has almost 100% full-text content, including The Wall Street Journal
Contains approximately 8,000 news, business, and trade publications
1,000 are foreign language titles
Can be difficult and/or overwhelming to search
For best results, take advantage of Factiva “Intelligent Indexing”
Use Intelligent Indexing to find your company Click the + sign. Type the company name in the search box. Click the symbol to open a list of options. Important: Click once on the company name you want to search. Do not double click! Double clicking removes the company from the search.
Now choose the subject Click the + sign to see the choices. Open Subject Content Types . Wow! Analysis! Commentary/Opinion! Choose one and click on it once.
Change OR to AND Change “Or” to “And.” Run the search.
Great results! Click a title to see full text. Use the icons to e-mail, print, or save.
Find industry analysis too Use the same strategy to search for industry analysis. Or use “Editor’s Choice” under Subject for analytical articles selected by Factiva content specialists.