Research and Course Guides: Finance Resources: Company Profiles & Financials

Use Mergent for Company Profiles, Financials, and More

Mergent Online This link opens in a new window
Public company financial data, SEC filings, and industry information. Investment analyst reports available via the Investext module.
Note: Mergent will be discontinuing the Mergent Online platform in mid-2025. Its replacement, Mergent Market Atlas, is available now.
Use of the Mergent data and service are intended for non-commercial academic purposes only.
Mergent Intellect This link opens in a new window
Private and public U.S. and international business data.
Use of the Mergent data and service are intended for non-commercial academic purposes only.
Mergent Archives This link opens in a new window
Company and industry data and reports.
Use of the Mergent data and service are intended for non-commercial academic purposes only.

Additional Company Reports

Business Source Premier This link opens in a new window
Click the Company Profiles link at top, then search for your company to find the Marketline report.
D&B Hoovers This link opens in a new window
Contains comprehensive company information from international public companies, detailed industry reports, analyst reports, SEC filings, and market research.
Subscription does not include access to Business Contact credits (direct dial and email addresses).
Morningstar This link opens in a new window
Information on stocks, mutual funds, and ETFs, plus economic and market news and analysis.
S&P Global NetAdvantage This link opens in a new window
Public company, mutual fund, and ETF data plus SEC filings, analyst research reports, industry reports, and stock screening & charting tools.
Statista This link opens in a new window
Global statistics, reports, and insights on over 80,000 topics in areas such as business, education, finance, media, politics, society, and technology.
eCommerceDB This link opens in a new window
Global e-commerce data about individual online stores, market segments by country, brand and trend reports, etc. for thousands of stores in 50 countries.
From the landing page, select University Access in the upper right. If you get to a page prompting payment, copy the page URL and send an explanation with content title to our Ask a Librarian service.

Mergent Company Ratios Procedure

Mergent Online is the preferred UST resource for finding company ratios. Below is the procedure for pulling them from the database.

Search for a public company within the industry. (Use the "use code lookup" to the right of the screen if you like to drill down to an industry. There is no keyword search for industry in Mergent.)
Open the profile for this company (e.g., 2111 for Altria)
Select the Financials tab.
Select Ratios.
View and download the available information.

Mergent Online This link opens in a new window
Public company financial data, SEC filings, and industry information. Investment analyst reports available via the Investext module.
Note: Mergent will be discontinuing the Mergent Online platform in mid-2025. Its replacement, Mergent Market Atlas, is available now.
Use of the Mergent data and service are intended for non-commercial academic purposes only.

Private Company Research

PrivCo This link opens in a new window
Financials and information for hard to research private companies.
PrivCo user guide
Mergent Intellect This link opens in a new window
Private and public U.S. and international business data.
Use of the Mergent data and service are intended for non-commercial academic purposes only.
Reference Solutions from Data Axle This link opens in a new window
Powerful business and consumer research database that offers access to information on millions of businesses and households across the United States. It provides data on company profiles, business demographics, industry information, and residential listings. Exporting of data is limited to batches of 500 items at a time.
Reference Solutions user guide

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.

Factiva This link opens in a new window
A publication called CQ FD Disclosure provides conference call transcripts. To find it in Factiva, go to the search screen and use this search strategy: in the free text search box, type: rst=fndw and fds=company. Factiva uses proprietary company codes, so type the company name slowly and select it from the autocomplete. Note, the default is to only search the last 3 months, so if you want transcripts older than that, change the date option.
If you use Factiva's Share>Within My Account feature to find links for emailing or to use in Canvas, that URL needs to be adjusted with a special code to connect it with our subscription. Copy that URL and paste it into our ProxyMe! widget to create the adjusted URL.

Fair Disclosure Wire
This source provides conference call transcripts. Browse by date or search within publication for the company name.

Company Location Research

Uniworld Online This link opens in a new window
Comprehensive database that provides access to detailed information on multinational companies and their subsidiaries worldwide. Offers data on parent companies, subsidiaries, affiliates, and branches across various industries and countries.