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  1. 1. Business & Finance Data Resources Guelph DRG February 2004
  2. 2. What We’ll Cover <ul><li>TDR-available resources </li></ul><ul><ul><li>Online </li></ul></ul><ul><ul><li>CD-ROM/in-house </li></ul></ul><ul><li>Statistics Canada/CANSIM </li></ul><ul><li>External Data (TDR-linked) </li></ul><ul><li>External Data (other) </li></ul><ul><li>Some Scenarios </li></ul><ul><ul><li>How these resources can be used </li></ul></ul>
  3. 3. TDR-Available Resources (online) <ul><li>Annual Survey of Manufactures (STC) </li></ul><ul><ul><li>1983 – 1995 </li></ul></ul><ul><ul><li>Number of workers, energy costs, materials costs, shipments, etc. </li></ul></ul><ul><ul><li>By 2-digit SIC code </li></ul></ul><ul><ul><li>Canada and provinces </li></ul></ul><ul><ul><li>Excel format </li></ul></ul><ul><ul><li>More current information available through CANSIM (e.g. tables 301-0003 & 301-0005) </li></ul></ul>
  4. 4. TDR-Available Resources (online) <ul><li>Products Shipped by Canadian Manufacturers (STC) </li></ul><ul><ul><li>1988 – 1996 </li></ul></ul><ul><ul><li>Derived from Annual Survey of Manufactures </li></ul></ul><ul><ul><li>Value and volume of products shipped </li></ul></ul><ul><ul><li>By commodity (using Standard Classification of Goods and SIC codes) </li></ul></ul><ul><ul><li>Canada and provinces </li></ul></ul><ul><ul><li>Excel format </li></ul></ul><ul><ul><li>More current information available through CANSIM </li></ul></ul>
  5. 5. TDR-Available Resources (online) <ul><li>Annual Retail Store Data (STC) </li></ul><ul><ul><li>1999 – 2000 </li></ul></ul><ul><ul><li>Derived from Annual Retail Store and Annual Retail Chain surveys </li></ul></ul><ul><ul><li>Includes breakdown by industry, geography, and type of store </li></ul></ul><ul><ul><li>Excel format </li></ul></ul><ul><ul><li>A new one any day now? </li></ul></ul>
  6. 6. TDR-Available Resources (online) <ul><li>Canadian Business Patterns (STC) </li></ul><ul><ul><li>1997 – 2002 </li></ul></ul><ul><ul><li>Number of business establishments </li></ul></ul><ul><ul><ul><li>Various levels of geography </li></ul></ul></ul><ul><ul><ul><li>By industry (SIC/NAICS codes) and employee size </li></ul></ul></ul><ul><ul><li>B2020 format </li></ul></ul>
  7. 7. TDR-Available Resources (online) <ul><li>Small Area Business & Labour Data – SABAL (STC) </li></ul><ul><ul><li>Years of coverage vary by table/data set </li></ul></ul><ul><ul><li>Compiled from a variety of data sources, both business and social (largely STC-related) </li></ul></ul><ul><ul><ul><li>Includes tables covering business, labour, tourism, etc. </li></ul></ul></ul><ul><ul><li>Various levels of geography </li></ul></ul><ul><ul><li>B2020 format </li></ul></ul>
  8. 8. TDR-Available Resources (online) <ul><li>TSX database (TSX/CFMRC) </li></ul><ul><ul><li>Date coverage varies with specific stock/bond/index, but can go back through the 1950’s where available </li></ul></ul><ul><ul><ul><li>Available daily or monthly </li></ul></ul></ul><ul><ul><ul><li>Provided on yearly basis – most recent data Dec 2002 </li></ul></ul></ul><ul><ul><li>Historical pricing and fundamental data variables </li></ul></ul><ul><ul><li>Records = equities (common or non-common) </li></ul></ul><ul><ul><li>Index = S&P/TSX Indexes (by index “number” – use TSX Monthly Review ) </li></ul></ul><ul><ul><li>Now also available via ScholarsPortal (CHASS interface) </li></ul></ul>
  9. 9. TDR-Available Resources (in-house) <ul><li>Financial Performance Indicators for Canadian Business (STC) </li></ul><ul><ul><li>Benchmarking product (company vs industry average) </li></ul></ul><ul><ul><li>Medium and large businesses (revenue of $5 million and over) </li></ul></ul><ul><ul><li>By industry (NAICS), mostly at 3-digit level </li></ul></ul><ul><ul><li>Rolling 3 years coverage (most current 2001YE) </li></ul></ul><ul><ul><li>Run industry average report (ratios), balance sheet report (numbers), or enter company’s numbers for comparison </li></ul></ul>
  10. 10. TDR-Available Resources (in-house) <ul><li>Small Business Profiles </li></ul><ul><ul><li>Benchmarking product (company vs industry average) </li></ul></ul><ul><ul><li>Small businesses ($30,000 to $5 million) </li></ul></ul><ul><ul><li>By industry (NAICS), 2 to 5-digit level </li></ul></ul><ul><ul><li>Rolling 3 years coverage (most current 2000YE) </li></ul></ul><ul><ul><li>Industry averages (ratios) and balance sheet items (numbers) </li></ul></ul>
  11. 11. TDR-Available Resources (in-house) <ul><li>Industry Norms & Key Business Ratios (Dun & Bradstreet) – UG only </li></ul><ul><ul><li>Rolling 3 years coverage </li></ul></ul><ul><ul><li>Benchmarking product (company vs industry average) </li></ul></ul><ul><li>Inter-corporate Ownership (STC) </li></ul><ul><ul><li>Trace relationships between companies </li></ul></ul><ul><ul><ul><li>Ownership, subsidiaries, etc. </li></ul></ul></ul><ul><li>Datastream </li></ul><ul><ul><li>Read Data Links!!  </li></ul></ul>
  12. 12. Statistics Canada <ul><li>A plethora of business-related data </li></ul><ul><li>Mostly at aggregate level (not firm level) </li></ul><ul><li>Some recent examples: </li></ul><ul><ul><li>Quarterly Financial Statistics for Enterprises </li></ul></ul><ul><ul><li>Business Condition Survey: Canadian manufacturing industries </li></ul></ul><ul><ul><li>Monthly Survey of Manufacturing </li></ul></ul><ul><ul><li>Industrial Product and Raw Materials Price Indexes </li></ul></ul><ul><ul><li>Labour Force Survey </li></ul></ul><ul><ul><li>CPI, Leading Indicators </li></ul></ul>
  13. 13. CANSIM <ul><li>New subject listing on CHASS is most helpful! </li></ul><ul><li>Alternatively, use E-STAT as an easy finding method </li></ul><ul><li>Benefits of E-STAT </li></ul><ul><ul><li>Undergrads, one-time users </li></ul></ul><ul><ul><li>Need single datapoints only, no manipulation of data </li></ul></ul><ul><ul><li>Check to see what data will be retrieved </li></ul></ul><ul><li>Benefits of CHASS </li></ul><ul><ul><li>Sophisticated users </li></ul></ul><ul><ul><li>Directly into the download </li></ul></ul><ul><ul><li>Need multiple datapoints for manipulation </li></ul></ul>
  14. 14. E-STAT Table of Contents
  15. 15. CHASS Subject List
  16. 16. External Data (TDR-linked) <ul><li>Financial Statements/Securities Filings </li></ul><ul><ul><li>SEDAR: Canadian; all required filings from companies reporting to the OSC </li></ul></ul><ul><ul><li>EDGAR: companies listed on U.S. exchanges (U.S., Canadian, other international); all required filings from companies reporting to the SEC </li></ul></ul><ul><ul><li>SEC Info*: commercial enterprise; includes EDGAR and SEDAR filings; nice searching capabilities </li></ul></ul><ul><ul><li>CAROL*: international (largely European); annual reports </li></ul></ul>
  17. 17. External Data (TDR-linked) <ul><li>Stock Exchanges </li></ul><ul><ul><li>TSX, NYSE, NASDAQ, etc. </li></ul></ul><ul><ul><li>Provide short-term historical pricing histories for companies, indexes, etc. </li></ul></ul><ul><ul><li>Provide longer-term historical pricing charts </li></ul></ul>
  18. 18. External Data (TDR-linked) <ul><li>Industry-Specific </li></ul><ul><ul><li>Bank of Canada </li></ul></ul><ul><ul><ul><li>Exchange rates, interest rates, etc. downloadable into Excel </li></ul></ul></ul><ul><ul><ul><li>Weekly Financial Statistics publication in pdf format </li></ul></ul></ul><ul><ul><ul><li>Provides its financial data to StatsCan (CANSIM) </li></ul></ul></ul><ul><ul><li>Federal Reserve: </li></ul></ul><ul><ul><ul><li>Exchange rates, interest rates, industrial production and capacity utilization, etc. in ASCII or pdf formats </li></ul></ul></ul>
  19. 19. External Data (TDR-linked) <ul><li>Industry-Specific (con’t) </li></ul><ul><ul><li>Canadian Bankers Association: </li></ul></ul><ul><ul><ul><li>various banking-related statistics in pdf and Excel formats </li></ul></ul></ul><ul><ul><li>The Investment Funds Institute of Canada: </li></ul></ul><ul><ul><ul><li>various mutual fund-related statistics in Excel format </li></ul></ul></ul>
  20. 20. External Data (other) <ul><li>CanCorp Financials – UG only </li></ul><ul><ul><li>Accessible from e-reference collection under Company Information </li></ul></ul><ul><ul><li>Over 12,000 Canadian companies – public, private, and crown </li></ul></ul><ul><ul><li>Download financial information directly into Excel </li></ul></ul><ul><ul><li>Searchable by various data items for screening purposes </li></ul></ul>
  21. 21. External Data (other) <ul><li>FP Analyzer </li></ul><ul><ul><li>Part of the FP Advisor database </li></ul></ul><ul><ul><li>Accessible from TRELLIS (financialpost.infomart.ca) </li></ul></ul><ul><ul><li>1,400 public companies </li></ul></ul><ul><ul><li>Download financial information directly into Excel </li></ul></ul>
  22. 22. External Data (other) <ul><li>Mergent Online – UW/WLU only </li></ul><ul><ul><li>Accessible from e-reference collection under Company Information </li></ul></ul><ul><ul><li>International coverage, including Canadian </li></ul></ul><ul><ul><li>Approximately 10,000 public U.S. companies </li></ul></ul><ul><ul><li>Download financial information directly into Excel </li></ul></ul><ul><ul><li>Searchable by various data items for screening purposes </li></ul></ul>
  23. 23. Two Scenarios <ul><li>I need to do a business plan for a product that I’m developing. </li></ul><ul><li>I’ve been given this company and I need to find out how it compares to other similar ones. </li></ul>
  24. 24. Sample Resources – Question 1: Business Plan <ul><li>Demographics & Economy </li></ul><ul><ul><li>CANSIM </li></ul></ul><ul><li>Aggregate Industry Information (comparisons & ratios) </li></ul><ul><ul><li>Industry Norms & Key Business Ratios (D&B) </li></ul></ul><ul><ul><li>Financial Performance Indicators/Small Business Profiles </li></ul></ul><ul><ul><li>Canadian Business Patterns </li></ul></ul><ul><li>Industry Statistics (shipments, inventories, costs, etc.) </li></ul><ul><ul><li>CANSIM </li></ul></ul><ul><li>Specific Industry Resources </li></ul><ul><ul><li>Annual Retail Data </li></ul></ul><ul><li>Market share/competitors (firm-level) </li></ul><ul><ul><li>company resources </li></ul></ul>
  25. 25. Sample Resources – Question 2: Comparables <ul><li>Aggregate level </li></ul><ul><ul><li>Industry Norms & Key Business Ratios (D&B) </li></ul></ul><ul><ul><li>Financial Performance Indicators/Small Business Profiles </li></ul></ul><ul><li>Firm level </li></ul><ul><ul><li>Cancorp Financials/FP Analyzer/Mergent </li></ul></ul><ul><ul><li>TSX (against each other or against an index) </li></ul></ul><ul><ul><li>Datastream </li></ul></ul>
  26. 26. Questions?
  27. 27. THE END Sandra Keys Liaison Librarian, Accountancy & Economics University of Waterloo

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