Financial Research:
Information Resources

1. Financial Data, Investment Reports & Analysis
2. Financial & Operating Ratios
3. Industry Surveys & Overviews
4. Economic Data
5. Finance Web Sites
6. Reference Tools

Financial Data, Investment Reports & Analysis

 

Standard & Poor's Stock Guide in the NetAdvantage database

Data on over 10,000 common and preferred stocks - 20 minute delayed quotes and charts. Included are the company’s principal business, financial position, S&P rankings, earning trends and capitalization. Updated monthly. Also included in NetAdvantage is The Outlook, "the premier weekly investment advisory newsletter that identifies and analyzes trends and developments affecting stock performance, with specific buy/sell/hold recommendations from Standard & Poor’s analysts and equity researchers," as well as S & P Stock Reports, "unequaled decision-making resource on over 5,500 publicly-traded companies. Featuring S&P’s STARS* rankings, statistics, projections and incisive analysis, a four (4) year stock chart, 10 years of income statements and balance sheets, EPS estimates data from I/B/E/S, industry data, and more. Key data and significant events updated weekly."

 

Mergent

Company financial data, industry and company ratios, annual reports and more. Historical financials available as far back as 10-15 years, depending on the company.
Nice feature: create a list of companies and compare data (ratios, financials) across your "Company Analysis List."

The Value Line Investment Survey

Contains one-page reports on approximately 1,700 companies and more than 90 industries. Brief overviews of an industry and its performance, and detailed analysis of major players in the industry. To access subscription data, click "Logon" in the upper left hand corner. Pace University subscribes to the "The Value Line Investment Survey online—Standard Edition." Upon entering the Standard Edition, use the Lookup Company button on the left to search for a particular company.

 

Zacks

In the RESEARCH area, search by ticker to access company reports, stock quotes, financial data and ratios - use the "Comparison to Industry" option to see your company compared to the industry.
Nice feature: create a portfolio and receive daily email updates on the contents of your portfolio.

 

Business & Company Resource Center

Go to the Advanced Search screen. In the "Content Area" menu, select Investment Reports, then enter your search terms in the boxes below. NOTE: These can be very long reports, some of which have Table of Contents links, and some which do not.

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Financial and Operating Ratios

Also See databases above.

 

Industry Surveys from NetAdvantage

Industry Surveys provide "Key Industry Ratios and Statistics," as well as Profit Ratios, Balance Sheet Ratios, and Equity Ratios.

Almanac of Business and Industrial Financial Ratios - Ref Desk HF 5681 R25 T68

Provides 50 performance indicators for 192 industries. Companies with and without Net Income are included, in separate tables. Indicators are reported not only for all companies in an industry, but also broken down by asset size groups.

Dun & Bradstreet’s Industry Norms & Key Business Ratios- Ref Desk HC 106 .7 .D86x

This publication provides "typical" balance sheets and income statements, and "common-size" financial figures, as well as Key Business Ratios. Norms and ratios allow for a quick check between one's own company and that company's line of business, or industry. (For latest data, ask a librarian - newest edition is at the Birnbaum Library at PNY)

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Industry Surveys & Overviews

Standard and Poor’s Industry Surveys    Ref Reserve HG4961 .S682
See also the Pace Library Database: NetAdvantage for an online version.

This service is divided by industry. Each industry survey gives an overview of the industry, a forecast with discussion, and a list of the top companies within the industry along with ratios and other statistics for both the industry and individual companies.

Industry Profiles from Business Source Premier

Once entering the database, use the browse menu on the right, follow the "Industry Profiles" link to browse documents in alphabetical order.

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Economic Data

STAT-USA - State of the Nation

From the United States Department of Commerce - provides various financial and economic data from throughout the federal government and other related entities, including the Consumer Price Index, Producer Price Index, Gross Domestic Product, Selected Interest Rates, Foreign Exchange Rates and more.

County and City Data Book - Ref HA 202 .A36 (Click on the link for the online edition in PDF format.)

Includes economic and demographic information on counties and cities in the U.S. It also includes manufacturing, construction, agriculture, wholesale and retail trade, transportation and warehousing, information and utilities industry data.

Finance Web Sites

Finance/Economics Web Sites

A collection of web sites related to finance and economics, from the Pace University Library.

 

Yahoo! Finance

Access to a vast collection of web sites organized by topic, including markets, quotes (historical and current), charts, financial news, and more.

Reference Tools

Encyclopedia of Banking & Finance - Ref HG 151 .M86
Dow Jones-Irwin Guide to Using the Wall Street Journal - Ref HB 3743 .L44
Balance of Payments Statistics Yearbook (International Monetary Fund) - Ref HG 3882 .B34 2004
Government Finance Statistics Yearbook - Ref HJ 101 .G68 2004
International Financial Statistics Yearbook - Ref HG 61 .I5 2003 - Periodical Supplements
Standard & Poor’s Statistical Service - Ref HG 4915 .S68
Statistical Abstract of the United States - Ready Ref HA 202

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