Firm Performance Datasets
Firm Performance
| Database | Platforms | Modules | Content | Data Match | Time-Series Units | Scope & Years Covered | Data Extraction/ Download Formats | Suggested Research Level |
|---|---|---|---|---|---|---|---|---|
| Bloomberg | Bloomberg | Corporate, Equity, Bonds | Income Statement, Balance Sheet, Securities Prices, EPS, Market Cap, WCC | CUSIP, TICKER | Daily, weekly, monthly, quarterly, annually | International; 1990- present for active securities | Screen grabs, limited downloading with Excel plug-in (note: Bloomberg is only in Market Information Lab) | 3rd year courses upward for finance students; doctoral, faculty |
| Bureau Van Dijk | WRDS, *flat files | Amadeus, Orbis, Osiris | Income Statement, Balance Sheet | TICKER, NAICs | Annually, quarterly | International; 2007- previous to current year | FTP, Excel, CVS, SAS, SPSS | Doctoral, faculty *Aria Novanto (novianto@illinois.edu) can provide access to flatfiles |
| CompuStat | WRDS | Capital IQ | Income Statement, Balance Sheet, Limited Security Prices | CUSIP, TICKER, SIC | Annually, quarterly | US, Global, 1950- previous to current year | Excel, CVS, SAS, SPSS | Specialized masters, doctoral, faculty |
| CRSP | WRDS | CRSP | US Daily Stocks | CUSIP, TICKER, SIC | Annually, monthly, quarterly | 1952- previous to current year | Excel, CVS, SAS, SPSS | Specialized masters, doctoral, faculty |
| Datastream | Eikon | Datastream for Office | Income Statement, Balance Sheet, Security Prices, EPS | CUSIP, TICKER, SIC | Daily, weekly, monthly, quarterly, annually | 1972- present | CVS, Excel add-in | Doctoral, faculty |
| Capital IQ | Capital IQ | Screener | Income Statement, Balance Sheet, Securities Prices, EPS, Transcripts | TICKER SIC, NAICs | Daily, weekly, monthly, quarterly, annually | 2010- present | CVS, Excel add-in | All classes, doctoral, faculty |
| Eikon/ Refinitiv Workspace |
Refinitiv | Income Statement, Balance Sheet, Securities Prices, EPS | CUSIP, TICKER, SIC | Daily, weekly, monthly, quarterly, annually | varies | Excel add-in | Investment academy, doctoral, faculty |
Common Securities Exchange Comission Filings
- U.S. Securities & Exchange Commission
- DEF 14A- Proxy Statement (Board of Directors appointments, changes, etc)
- 10-K Annual Report to the SEC (Required)
- 10-KA Amended Annual Report
- 10-Q Quarterly Report
- 8-K Changes report that could affect the financial health of the company
- 6-K Non-US companies listed on one of the US stock exchanges report similar to 8-K
- 20-F Non-US company annual report to SEC
- 13-D Insider shares traded by board
- 13-FE Institutional Holders' trades
- 14-D1 Tender offer or Acquisition of another company
- 14-D9 Response to tender offer
- S-1 New Issue Filing, often known as the Prospectus for an Initial Public Offering (IPO)
- Form SB-Small Business IPO
Related to filings:
- System for Electronic Document Analysis and Retrieval (SEDAR)--Canadian Filings
- American Depository Receipts (ADR)
Filings can be found at SEC.gov and Mergent Online.
ProQuest Historical Annual Reports
ProQuest Historical Annual Reports
Proquest Historical Annual Reports over 800 companies' annual reports in PDF format, many of them back to the 1900's.
PrivCo
- PrivCo This link opens in a new window"Business and financial data on major, non-publicly traded corporations, including family owned, private equity owned, venture backed, and international unlisted companies." Contains data on over 650,000 U.S. private companies, over 100,000 private market deals and venture captial fundings, and over 18,000 private market market investors. May search by keyword as well as by industry.
Access is free for University of Illinois at Urbana-Champaign users, but you must create an account. Sign up with your university e-mail address from the main page. Once inside, search by company or investor name.
- User GuideFor more information about PrivCo, click on the PDF icon
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.
