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Finance and Investment Databases at UTSA

Charles Wu Research Librarian for Finance &

AccountingCharles.wu@utsa.edu

9/12/2012

Today’s Foucs Mergent Online Mergent Horizon

Other useful databases at UTSA • Lexis-Nexis• ORBIS (Mint Global)• Morningstar Investment Research

Center• RMA eStatement Studies PrivCo  2

Believe it or notAt the heart of investment / finance is price. Price /

Valuation is ultimate determinant of investment success.

What are causes / drivers of price movement? "40 percent of a stock's price movement was due to

the market, 30 percent to the sector, and only 30 percent to the stock itself, which is something that I believe is true. I don't know if the percentages are exactly correct, but conceptually the idea makes sense. ” - Steve Cohen, manager of SAC Capital

My job – discovering tools for information / data on: Market (market reaction to economic news / data) Sector / Industry Stock (individual company)

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Finance & Investment Research Guide

Access this Guide: Libraries Home  >>  Research Guides Home   >>  Finance and Investment

http://libguides.utsa.edu/finance

Database Tab >> Listing those databases highly related to finance and investment

Class pages Tab >> This PowerPoint File has been posted there

Two Boxes on the Home Page Economic Indicators / Data Moving the

Markets Company Earnings

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Topics of Your Papers interpreting market reactions to economic

news market reaction to earnings announcements valuing a stock

Economic Calendar by Barron's Economic Calendar from Yahoo Earnings Calendar from AOL/Thomson     Earnings Estimates / Earnings History fro

m Mergent 5

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Mergent Online Coverage 20K active and inactive international

companies in 100 countries inactive - e.g.: At&t (2005) > Southwestern Bell

Telephone > At&t SEC Filings (searchable) 30 years of Equity Pricing including daily

high, low, closing price insider stock trading data on over 200,000

executives in U.S. corporations. Updated weekly by Moody's

Mergent Online: private companies No access to private companies D&B Private Company Database – is

there, but we haven’t subscribed yet. Alternative databases for private

companies at UTSA ORBIS

65 million global private companies from 225 countries PrivCo 

including private financials and revenues, private M&A deals, private firm valuations, VC funding, private equity deal history, private and family ownership breakdowns

HEB search result 7

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Interface / How to Search Six Tabs – Basic Search   Advanced Search Report Search Executive Search Government Filings Ownership

Calendar - Earnings|Conference Calls

Basic Search Search By Company name / stock (E.g.: T) Each result (company) has 10 tabs with more sub-tabs (action buttons

underneath) Huge amount of info / data under sub-

tabs Company Detail Tab >> History … Business …

Subsidiaries … Long Term Debt …Earnings Estimates …. Business Segments

Long Term Debt >> even bond info (available with certain, not all, companies in Mergent)

Ownership Tab >> Institutional Holdings … Insiders Insider … Trades

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Classification Search How to search

Select >> NAICS = North American Industry Classification System >> e.g. 45211

Click >> “use code lookup” Get a list of companies in the same

industry – the industry that you have specified

Further narrow down by Index Country Exchange 10

Index / Exchange pull-down menu

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452  =General Merchandise Stores

452 + S&P500 + NYSE

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Advanced Search  8 Tabs (Criteria) - you can select / use

Corporate Information …Financials…Ratios …

Why Advanced Search? Build a list of companies on your criteria,

e.g.: in San Antonio, TX 1000+ employees and over $1 B Total Assets

Corporate Information > City contains san antonio ANDCorporate Information > Number of Employees > 1000 ANDFinancials > Total Assets >  1,000,000,000 In Latest ANDCorporate Information > State = TX AND

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Advanced Search: city...employee

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Download 47 public cos. in SIC 5331

Report BuilderTab “Report Builder” > the last one of 10 TabsThree Taps = Three Ways to Build a

Report Report Wizard  Custom Reports – for individual cos. Comparison Reports

E.g.: Compare Walmart with other top 10 companies in the following items:

• Advertising % • Current Ratio• EBITDA Margin % 16

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Report Builder 3 ways

Comparison Reports

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Compare Walmart with other top 10 companies: • Advertising % • Current Ratio• EBITDA Margin %• Gross Margin %

Mergent: SEC Filings Search

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Why use it? Mergent allows you to effectively

search just for a piece of info from the entire, lengthy documents in all the SEC filings

E.g.: what is Intel Corp’s revenue from outside of the U.S that has been reported in the Intel’s SEC filings

Search keywords: geographic revenue / or international revenue

SEC filing Search & Megent Result

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LexisNexis: SEC filing Search

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Mergent Horizon Why Mergent Horizon even with only

6,200 cos. - small number - covered? 1. Uniqueness - enhanced product-

level detail for 3700 cos. in the health care, technology, media, and finance sectors.

2. company's key relationships based on competitors, customers, suppliers, and partners - probably influenced by Porter five forces

3. segment financial, earnings, and revenue estimates

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Result Page: Target Corp. as an example

Result page: Fundamentals / Technical Earnings Estimates / History Focused Competitors / Competitors Customer / Supplier / Partners Detailed Reports >>>

Competitors by Product Valuation Analysis

Take advantage of Its Uniqueness: Tab “Sectors” > Search Hierarchy > goog > blog

> 12 Tab “Search” > Criteria > Name > Tradename >

bounty(another e.g.: taco bell)

Goog in Sector … Blog (13)

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Industry Financial Ratios online“Financial Ratios Online” tab - in

Finance and Investment Research Guide

Three databases / Sources fro Ratio1. RMA eStatement Studies

1. industry norms including liquidity, coverage, leverage, and operating ratios,

2. Mergent Online – RATIO Tab for each company

3. Mergent Horizon – has ratio for IndustryOn left screen > Ideas > Fundamental Ideas > various

ratios (e.g.: P/Revenue .. . P/EBIT) 25

Morningstar Investment Research Center

financial data and research on 24,000 mutual funds, 10,000 stocks, and 850 exchange-traded funds;

Ratings and risk information are updated daily.

The UTSA license is for TWO simultaneous users. When both seats are in use, you will see a username and password prompt

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Comparison Morningstar Investment Research

Center vs. its free website http://www.morningstar.com/ Premium Content in library

subscription Fund analysis Stewardship Stock analysis

E.g.: Wmt and FCNTX Fidelity Contrafund http://

quote.morningstar.com/stock/s.aspx?t=WMT http://library.morningstar.com/stock/quote?t=WM

T&region=USA

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Research Reports on Company / Stock

Morningstar Investment Research Center  Stock Analysis > Two tabs:

Analyst Research and Analyst Report Archive Orbis

Search result for a company (Intel) > Industry research > MarketLine (from Datamonitor & Freedonia) > Company is mentioned…

Investext (IE ONLY) (ThomsonONE Investment Banking) Reports written by analysts from a variety of

brokerage firms and investment banks; have a few days embargo for reports

On left side bar > Research > Company Research

453310 NAICS Search

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Library Free Workshops Register online at

http://lib.utsa.edu/services/workshops/ Workshops in Finance / Accouting

Tax Research Databases (9/18/12) Introduction to Datastream (10/9/12)

All workshops on Tuesdays 3:30-4:30 PM at JPL 3.02.32

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