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 |
Includes Global and ExeuComp |
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 classes, 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 |
| I/B/E/S | WRDS | IEPS | TICKER SIC, NAICs | monthly, quarterly, annually | 2010- present | CVS, Excel add-in | All classes, doctoral, faculty | |
| LSEG/ Refinitiv Workspace |
Workspace | Income Statement, Balance Sheet, Securities Prices, EPS | CUSIP, TICKER, SIC | Daily, weekly, monthly, quarterly, annually | varies | Excel add-in |
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.
BoardEx
BoardEx supplies Full details on public company boards and board directors and senior managers from companies around the globe. Available vis WRDS.
RepRisk
RepRisk focuses on identifying and assessing ESG risk incidents in a systematic way, serving as a reality check for how companies conduct their business around the world.
ESG and business conduct risk database on 250,000+ listed and non-listed companies —15,000+ public companies with risk incidents and 235,000+ private companies with risk incidents, archives go back to 2007.
Risk metrics and underlying scores to assess and benchmark the risk exposure and business conduct of companies
101 ESG risk factors mapped to all companies
16+ years of consistent data history, with an unbroken time series
Available vis WRDS.
Need More Help?
Grainger Engineering Library Information Center's STEM Entrepreneurship & Business Services can assist you in getting started with these and other resources. If you have any questions, please e-mail bis@library.illinois.edu.
