The chart below displays databases with financial information that BIS subscribes to annually. The chart provides the broad topics which are available within each database. To access the database desired, click on the database title to take you to the database. If you are off campus, you will be required to type your Illinois Net ID and password first for authentication.
Note: WRDS is available only to Gies College of Business.
Database | Venture Capital/ Private Equity | Analyst Reports | Data Matching | Balance Sheet & Income Statement | M&A | Markets | IPOs/ Earning Estimates | SEC Filings/ Governance/ Audit |
---|---|---|---|---|---|---|---|---|
Capital IQ (GIES only) | ✔ | ✔ | ✔Ticker ✔SIC ✔NAIC |
✔ | ✔ | ✔ | ✔ | ✔ |
Mergent Online | ✔Via Investext | ✔Ticker ✔SIC ✔NAIC |
✔ | ✔Stocks ✔Bonds ✔Indices |
✔ | |||
PrivCo | ✔Private Equity ✔Venture Capital |
✔ | ✔SIC (under Advanced Search > Private Companies) |
✔Private Companies only | ✔ | ✔ | ||
SDC | ✔New Issues | ✔CUSIP- 6 Digit ✔Ticker ✔SIC |
✔Buybacks ✔Mergers ✔Acquisitions |
✔Bonds ✔Equities ✔Mortgage Backed ✔Private Debt |
✔IPOs (under New Issues module) |
|||
Thomson One (use Internet Explorer) / Refinitiv | ✔Private Equity | ✔Ticker ✔SIC ✔NAIC (under Screening & Analysis) |
✔ | |||||
WRDS | ✔CUSIP- 9 digit; if only have 6 digits, use NCUSIP (under Tools) ✔Ticker ✔SIC ✔GVKEY ✔Linking Suite (CRSP-Compustat) |
✔Compustat ✔Global Compustat ✔Orbis ✔Amadeus ✔Osiris ✔Bank Focus |
✔US Equity Price (CRSP) ✔Mutual Funds ✔Options (US only) ✔CBOE Index ✔Municipals ✔Syndicated Loans ✔TAQ |
✔I/B/E/S | ✔SEC Analytics ✔ISS ✔Audit Analytics ✔ExeCOMP ✔13F (Thomson Reuters) |
Bloomberg terminals are located at the Market Information Lab (MIL) in the Business Instructional Facility located at 515 East Gregory Drive, Champaign.
Information about the Bloomberg Professional Service is available here (accessed September 17, 2018).
To find company reports, use the "company search" window on the left side of the home page. You can limit your search to companies in a specific country. Make sure the "International Company Database" box on the left side is checked. Then, click on the "Country" drop-down menu on the right side, select the name, and click search.
Once you have found a company and reached its "company details" page; click the "filings" tab. You will see a table containing details of the company's recent filings. The icons in the "view documents" tab will provide you with various formats for viewing the filings.
If the filing you are looking for is more than 90 days old; you will need to use the EDGAR search function. In the "company search" section; select the Government Filings tab near the top of the page and enter a company name or ticker symbol.
In the "filing date search" section; specify a time frame for your search. Finally; in the "filing type" section; specify what type of filings you are interested in. (Again; Form 10-K is the government-required annual report for publicly-traded companies.)
Mergent Online also has financial ratios. Chad Boenniger at Ohio State has a good video describing how to search the database for individual companies or creating reports which compare ratios of company peers within industries for checking your work when making ratio calculations.
Mergers and Acquisitions
This resource provides comprehensive information on all announced, completed or pending transactions that involve a change of 5% or more in ownership. U.S. deals from 1979 to date, and non-U.S. deals from 1985 to date are covered. Supplies up to 1,400 data elements for each transaction.
This database is available for Business School Doctoral students and Faculty through Business Information Services. If one needs in-depth navigation assistance, please make an appointment with a BIS faculty member by emailing BIS@library.illinois.edu and specifying dates and times available to meet.
Morningstar Direct
This resource has financial statements and stock prices for many equities as well as Mutual Funds. Some hedge fund data can be located in this database. For use, call or e-mail the Market Information Lab at BIF.
The Wharton Research Data Services (WRDS) resource consists of many datasets in the areas of accounting, economics, and finance available in a web interface and can be downloaded into many formats, including SAS. WRDS acts as a subscription gateway or a shell to other subscription datasets. The data are maintained and supported by Wharton staff. The data modules
In addition, some financial indexes and econometric databases are available that are part of the overall WRDS database, but for individual subscribers only:
WRDS is available on a cost-recovery subscription basis for non-College of Business and UIUC students, faculty and staff, and must be pre-approved for office accounts. Please e-mail Jamie Ritter in Gies Disruption & Innovation for account information. Personal credit cards, cash, or checks are not accepted. Any non-Gies student or faculty member must go through their department to transfer interdepartmental funds within Banner.
(Note: Some wording for databases borrowed from the Thomas J. Long Library at Berkeley and from Capital IQ.)
Captial IQ is a subsidiary of Standard & Poors. Its database of the same name contains company and industry news, including announcements of recent mergers, buybacks, and acquisitions that did not materialize. It also has annual reports and filings for several years and one can screen by type of filing.
Captial IQ is available in the Margolis Market Information Lab at BIF and through the Wharton Research Data System (WRDS).
Users can search by Company name or keyword in the top search bar.
Under advanced search options, found by clicking on the magnifying glass icon on the left hand side, you can search by term, geography, keyword, revenue, ownership, and more.