Company Information

This section focuses on the Library’s resources and selected resources from the Web that will help you to research companies. Jump to Company Overview section Jump to Company Analysis section

Financial Information

Annual Reports, Finance & Competitors, Stocks, SEC Filings

  • Bloomberg – Real-time financial market data, news, and price quotes including derivatives and many other types of data. Access Bloomberg from the designated terminal in Trustee Hall 316. Be sure to reserve your session.    *First-time users, choose “Create a New Login” from the start page.  Follow the steps, making sure you complete each field – a text message with your pass code will be sent to you.  Remember your username and password for future use.  Read Bloomberg Getting Started Guide for Students
    Watch Introduction to Bloomberg (1:07)
    Get Certified Bloomberg Market Concepts is accessible at BMC<GO>. BMC is an 8 hour self-paced e-learning course that provides a visual introduction to the financial markets.  BMC consists of 4 modules – Economics, Currencies, Fixed Income an dEquities – woven together from Bloomberg data, news, analytics and television.
  • NetAdvantage
    A comprehensive source of business and investment information. 
  • Value Line Investment Survey
    Provides current & historical financial data & industry info.  Read Historical Financial Data
  • Reference USA  (Watch Reference USA from Info Group You Tube Channel)
  • Hoover’s Covers more than 80 million companies, including private, public, and international. Information on private companies is very limited.
  • PitchBook Users must create an account with their SEU email address to use the PitchBook platform. No downloading capabilities for patrons. For entrepreneurs: search thousands of private equity and venture capital deals by hundreds of criteria. Use PitchBook to establish benchmarks, find real time data on deals, identify and analyze comparables, and search investor details.
  • Big Charts from MarketWatch Access to professional research tools such as interactive charts, quotes, industry analysis and intraday stock screeners, as well as market news and commentary.
  • NASDAQ Official site of The NASDAQ Stock Market featuring free stock quotes, stock exchange prices, stock market news, and online stock trading tools.

Web Sites

  • AnnualReports.com
    The leading provider of online annual reports to individual and institutional investors.
  • How to Read Annual Reports
    A graphic description to help familiarize yourself with reading Annual Reports.
  • Financial Industry Regulatory Authority, Inc. — Market Data
    Assists with market & investment research, through market data information & the FINRA Investor Education tools.
  • Google Finance
    Search for stocks, ETFs, and more…
  • Yahoo! Finance
    Access stock prices from 1970s-present. Begin by doing a search using the company ticker symbol. Then choose “Historical Prices” from the blue bar on the left. Choose start and end date. Choose whether you need daily, weekly, or monthly data. Add ticker symbol and click on “Get Prices.”
  • U.S. Securities and Exchange Commission: EDGAR
    Free access to more than 20 million company filings. Public companies are required to disclose subsidiaries in their annual report to the SEC. The annual report, also known as the 10-K, is available in the SEC’s EDGAR database.
  • SEC Webcasts
    Your ultimate tool for reading SEC filings.

Company Overview

Company Overviews

Company History

Company Analysis

Company Comparison and Company News

Analyst Reports (includes SWOT)

  • Bloomberg – Terminal in Trustee Hall 316
  • NetAdvantage
    A source of business and investment information, NetAdvantage offers on-line access to Standard & Poors independent research, including data and commentary on stocks, bonds, funds, and industries.
  • Value Line Investment Survey
    Read Chapter 3 Analyst’s commentary
  • Business Source Complete
    Choose “advanced search” publication type: SWOT analysis
  • PitchBook
    Users must create an account with their SEU email address to use the PitchBook platform. No downloading capabilities for patrons.
    For entrepreneurs: search thousands of private equity and venture capital deals by hundreds of criteria. Use PitchBook to establish benchmarks, find real time data on deals, identify and analyze comparables, and search investor details.

Conference Calls

Conference call transcripts contain a record of analyst q&a with executives of publicly traded companies.   Calls usually take place after the company’s quarterly earnings are released.  There are several ways to find these.

  • Search Fair Disclosure Wire through the Search box on the Library homepage, adding the phrase “conference call” to your company name.  (Example:  Whole Foods Market and conference call)
  • The company’s investor relations website.  Companies sometimes post transcripts, but more often the audio files and accompanying Powerpoint files from recent calls and investor conferences.

Fair Disclosure    file format examples:
Short version.       Event Brief of Q3 2019 Whole Foods Market Earnings Conference Call – Final
Full version.           Q3 2019 Whole Foods Market Earnings Conference Call – Final