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FINC 701: Corporate Finance: Company Analysis & Ratios

This guide is designed to support the learning objectives of FINC 701: Corporate Finance. Use it to research companies (including past & present financial data), industries, and market conditions.

What's EDGAR?

EDGAR is the Securities & Exchange Commission's (SEC) public website for finding and retrieving required periodic company information filings.

Sources for Holdings Data

Researchers are often interested in knowing what proportion of a company's stock is held by insiders, large investors, and institutions. Here are some good sources for current information.

Resources for Company Information & Financial Data

The resources found here provide a mix of financial data, company information (including up-to-date news), and industry overviews.    

Industry Ratios Sources

Sources for industry ratios include RMA's eStatement Studies, Mergent D&B Manuals: Key Business Ratios, and S&P Global NetAdvantage.