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University Library, University of Illinois at Urbana-Champaign

Scholarly Research Toolbox For Business Administration

Resources for the Illinois Business Administration Faculty and Doctoral Students

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:

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

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.