Financial Information

Company Financials and SEC Filings

Mergent online (1997]-)

Company Financials - Click on the Company Financials tab to obtain financial statement information and ratios.
SEC Filings - Click on the Filings tab. Search for 10-K Filings. The Management Discussion section of a 10-K provides information on the financial condition and operations of a company.
Competitors’ Financial Information - Click on the Competitors tab. Create a competitor report.
Overview Reports - Click on the Reports tab, then select Predefined Reports.
Company Comparisons - Click on the Report Builder tab and then click on the Comparison Reports link and select either Compare Company Against Industry or Compare Company Against Custom Group.

The EDGAR database (http://www.sec.gov/edgar.shtml) available on the Securities and Exchange Commission (SEC) website contains annual report (10-K) filings and other financial filings.

Weighted Average Cost of Capital (WACC)

To obtain a company’s current WACC use the Bloomberg terminal located in the Pardee Library.

The input shortcut code is: Ticker <F8 Equity> WACC <GO>

Type in your company’s ticker symbol press the yellow F8 Equity function key, type in WACC then press the green GO or return key.

Analyst Reports

Note: Investext Plus provides research reports written by analysts at leading investment banks, brokerage houses and consulting firms. Includes both current and historical reports.
Only compatible with Internet Explorer. In order to access Investext with IE 11, please follow the steps below.
1. Log into Investext.
2. Click on Gear icon in upper right next to house and star icon and then click on Compatibility View Settings.
3. Under Add this website, click or tap Add and the URL of the site (i.e. thomsonone) should be added automatically. Then close the box and refresh the database.
Please remember to log out after each use.
If you receive this message: “Error Authenticating User” when logging into Investext, please contact the Pardee Library Services Desk.

Note: Click on Search Investment Reports by Ticker Symbol to access analyst reports for a company. The results list will also include related industry analyst reports.

Bloomberg

Type RSE (Research Function) and press the <GO> button. Click on Initiating Coverage to access the analyst reports. There are additional research categories on the RSE menu such Analyst Upgrades, Analyst Downgrades and Research by Analyst.

Take a look at the analyst reports tutorial.