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Research Guides: Financial Management and Policies

CFRA - Industry Surveys

  • Go to CFRA for insightful background reports on 44 US and 10 international industrial sectors.
  • This is the same series formerly known as S&P Industry Surveys.

IBISWorld - Industry Information

  • Use the search box or NAICS browse pages to identify industries.
  • When you open an industry report, click on the pdf icon on the About This Industry page to download the entire report.
  • Each section of the report provides financial information, but do not overlook the Key Statistics section.  You can download industry ratios into Excel spreadsheets.

D&B Hoovers - Company 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.

Further Reading

Factiva - News

Logo for Factiva

Go to this Dow Jones database for current and older news articles

News sources include:

  • Major US and major US regional newspapers (Wall Street Journal, New York Times, Washington Post, etc.)
  • Selected international newspapers (Financial Times with one month delay)
  • News services (AP, Dow Jones, Reuters, Businesswire)
  • Business trade journals.
  • Selected business magazines

Mergent Online - Company Information

  • Easy to download Excel spreadsheets of quarterly and annual balance sheets, income statements, cash flow, and ratios.
  • Use Report Builder to create a custom report.
  • Use tabs to view company history, long term debt, business segments, executives, ownership, news, and competitors.  Supply chain tab provides information on industries & sectors, products & services, competitors, suppliers, and partners.
  • Build lists of companies using Advanced Search.
  • Use Economic Research tab to view data tables.

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