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Research Guides

Suggested Databases

D&B Hoovers - Financial Information

  • Download annual balance sheet, income statement, cash flow, and ratios into Excel files.
  • Create a custom OneStop Report.
  • Use left sidebar to view information on corporate family, history, products and operations, SWOT, news, competitors, technologies in use, and financial data.
  • Use links to Industry Information highlighted in the Company summary and Corporate overview report pages.
  • Create a list of companies with Search & Build a List screener.

Factset - Company Financials & Portfolio Management

 

  • Factset provides financial information from 10Qs and 10Ks as well as market information that is updated throughout the day.  This database also provides realtime news and data on fixed income, commodities, futures, as well as economic data.
  • Screening feature allows you to screen for equities, other securities, and M&A deals.
  • You can create portfolios, analyze their constituents, monitor performance, and compare to benchmark indices or funds.   You may consider looking into the Excel Addin.

S&P Capital IQ - Company Financials

S&P Capital IQ logo

  • To use this off-site, you will need to create an account. When you open up Capital IQ, click on New User on the top right corner. Enter you Darden email address and click to submit. When you create a password, be sure to make it different from your Darden email password.
  • Use the search box at the top to search for company information.
  • On a company page, select from the options on the left-hand sidebar.  Go to Financials/Valuations for financial data.  You can download Excel files containing multiple spreadsheets.
  • To screen for companies, deals, and/or persons, select Screening from the navigation bar near the top of the CapIQ page.

Further Reading

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