Resources
TROY Logo
Categories

Financial Analysis and Company Research

Below, you will find guidance for researching companies. Information sources detailed in this guide include:

  • Authoritative Web sites
  • Library databases for journal articles
  • Library databases for numeric data, corporate profiles, etc.
  • Library databases for books

WEB SITES:

Securities and Exchange Commission (Including EDGAR Database of SEC filings) http://www.sec.gov. The key links to look for on the SEC page are "Quick Edgar Tutorial" and "Search for Company Filings." EDGAR is the SEC's Electronic Data-Gathering, Analysis, and Retrieval system. You can use it to find corporate filings, e.g. annual report, 10-Q, etc.

Going through a corporation's individual Web site is another way of locating SEC filings. Typically, when at a company's site, the words/links to look for are "Investor Relations" or "Corporate Information." Example: From the Harley-Davidson Web site, http://www.harley-davidson.com, select Company (top menu), then Investor Relations (left menu), and you will arrive at your destination.

DATABASES (Access these by using the Databases link on the Library Home page.

For journal articles.

For journal articles on business topics, your first choices should be the following three databases: ABI/Inform Complete, Business Source Premier Enhanced Business Search Interface, and General BusinessFile ASAP.

For corporate/industry numeric data and narrative information.

Business and Company Resource Center. This database is very easy to use. Find information by industry or company. Suggestion: Instead of using the search box on the main page, use the graphical "Additional Search Options," just below it.

Business Source Premier (Enhanced Business Search). There are two types of logins for this database. For researching industries and companies, you are best served by using the Enhanced Business Search interface. This database is a little trickier to use than the one listed just above, but it can be very rewarding. Example: Log in and search on the words QANTAS AIRWAYS. The results page should offer to limit its findings to academic journal articles, SWOT Analysis, Industry Profiles, Company Profiles, Market Research Reports, and more.

Hoover’s Company Profiles (via LexisNexis). Profiles over 4,000 major public and private companies. The types of data presented in this databases are similar to, but not exactly the same as "the other Hoover's," presented just below. This Hoover's is Company Records, the other is Company Profiles. Here's how to use this one: After you log in, check the Business link on the red bar/menu at the top. It's pretty straightforward from there. Example search: Search by ticker (there is a search box just for that) for cat (the ticker symbol of Caterpillar, Inc). Click on CATERPILLAR INC (CAT), from the results list. You are shown the snapshot page and the left-side menu offers In The News, Corporate Hierarchy, Financial Information, Legal Information, Intellectual Property Information, References, and Custom Report.

Hoover’s Company Records (via ProQuest). See also Hoover's Company Profiles, above. Covers more than 40,000 companies, 225,000 key executives, and more than 600 industries, delivering up-to-date business information. Provides in-depth industry analyses, information on a company's location, summary financial's, top competitors, top officers, and more. Hoover’s Company Records is simple to use. Search for your company and then view the main entry. To the left, there will be a menu from which you can select Fact Sheet, Overview, History, People, Products and Operations, Competitors, and Financials. Sample search (to show you how it works): Search on the word caterpillar. From the results list, click on the first item, "Caterpillar Inc." You're there ... it's that simple.

Key Business Ratios. THIS IS THE ONE FOR RATIOS. The 14 key business ratios address critical areas of business performance, enabling the user to generate comparisons of a particular company’s own business ratios with the industry as a whole. This one provides powerful data, but the search interface is bare-bones utilitarian. Best advice: After you log in, click the "?Help" button to read about how to use the database.

BOOKS: The following bibliography is for selected holdings. All of the books listed below are available to you online, regardless of your geographic location. For complete holdings of both print and online books, consult the Library Catalog. Print books not located at library local to you may be obtained using Interlibrary Loan.

Reference books from the Credo Reference database include the Barron's dictionary of finance and investment terms. This book can be used to look up a variety of financial analysis terms.

Corporate credit analysis
Financial Risk Management
Coyle, Brian. AMACOM Books, 2000.
Location: Location: eBook (via NetLibrary) Click here to learn how to access NetLibrary

Economic & financial analysis for engineering & project management
Ardalan, Abol. Technomic Publishing, 2000.
Location: eBook (via NetLibrary) Click here to learn how to access NetLibrary

Essentials of financial analysis
Friedlob, G. Thomas; Schleifer, Lydia L. F. John Wiley & Sons, Inc., 2003.
Location: eBook (via NetLibrary) Click here to learn how to access NetLibrary

Financial analysis & decision making : Tools and techniques to solve financial problems and make effective business decisions
Vance, David E. McGraw-Hill Professional, 2003.
Location: eBook (via NetLibrary) Click here to learn how to access NetLibrary

Financial analysis : Tools and techniques : A guide for managers
Helfert, Erich A. McGraw-Hill Professional, 2001.
Location: eBook (via NetLibrary) Click here to learn how to access NetLibrary

Financial analyst's indispensable pocket guide
Ramesh, Ram. McGraw-Hill Professional, 2000.
Location: eBook (via NetLibrary) Click here to learn how to access NetLibrary

Financial statement analysis : A practitioner's guide  
Fridson, Martin S.; Alvarez, Fernando. John Wiley & Sons, Inc., 2002.
Location: eBook (via NetLibrary) Click here to learn how to access NetLibrary

Handbook of financial analysis for corporate managers
Muro, Vincent. AMACOM Books, 1998.
Location: eBook (via NetLibrary) Click here to learn how to access NetLibrary

Quantitative financial economics : Stocks, bonds, and foreign exchange
Series in Financial Economics and Quantitative Analysis
Cuthbertson, Keith. John Wiley & Sons, Ltd., 1996.
Location: eBook (via NetLibrary) Click here to learn how to access NetLibrary

 

 

Last updated: 02/21/2013


Sitemap # A B C D E F G H I J K L M N O P Q R S T U V W X Y Z