LibGuides: Finance 583: Fundamentals

Capital IQ

Capital IQ (Gies only)

What does it contain: profiles of 750,000 private and public firms worldwide including financials, officers and directors (people) , ownership, transactions, securities, key developments, estimates, filings, news, comparables analysis and more.

You may screen for companies or other criteria. The training video on screening techniques is here. You must be in the database to view it.

The Market Information Lab has a good video on screening for deals (transactions). Video is almost 17 minutes long, but gives several examples using scenarios.

Refinitiv Workspace

What does it provide: a platform that features market trends, company financial and deals data, private equity and venture capital, breaking news, and some reports by leading analysts and firms.

Note: you must sign up for an account first, using your IL Net ID. It may take awhile for the registration to complete.

Mergent Online This link opens in a new window
U.S. company data: An Internet-accessible subscription service covering 10,000 public companies and their SEC filings; U.S. Annual Reports: Easy-to-access current and historical annual reports on 10,000 U.S. public companies, all in PDF image format that provides faster download and allows viewing the document; International company data: More companies from more countries than any other international database, with global searching across databases; International Annual Reports: Hard-to-get, timely annual reports on all companies in our International Company Data database, available in PDF image formats; Corporate Visibility: Expanded, in-depth, and detailed descriptions of public companies as they appear in the Mergent Manuals (fka Moody's Manuals), which were first published in 1918.

WRDS

WRDS is a platform with finance-related datasets as separate modules. WRDS itself is not a database.

Among the datasets that would be useful for this class:

CRSP (Center for Research in Security Prices) - annual compilations of equities listed on NYSE, AMEX, and NASDAQ exchanges.
Compustat - fundamentals for US and Globally
Dealscan - syndicated loans

Students in Finance 583 may access the data once a class account has been established.