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Investment Research: Company Profiles & Ratios

This guide is designed to support the course objectives for both FINC 325: Investments and FINC 713: Investments.

Mergent Databases

Additional Company Reports

Private Company Research

Conference Call Transcripts

Conference calls are substantive conversations between company's upper management and investment banking analysts covering topics including:

  • Earnings announcements
  • Significant events (e.g. auditor changes, restatement of financials, change in management)
  • Changes in strategic or operational direction. 

These are recorded and transcribed, and made available from various sources, including company web sites. Companies don't always keep a backfile of these on their websites, so these sources can be a good alternative. 

Company Location Research