Walter Stiern Library

Quick Links

Find Books & Videos

Find Articles

Find CSUB Journals

 

Course Reserves

Renew Books

Interlibrary Loan

 

As a Librarian

Site Map

Suggestions

Mergent Online -- Ratios, other financial data, and analysis of U. S. and international companies.

Descriptions of SEC Forms and Filings 
Securities & Exchange Commission (EDGAR)

EDGARSCAN by PricewaterhouseCoopers  - an interface to the SEC EDGAR system. EdgarScan pulls filings from the SEC's database, parses them automatically to find key financial tables and normalizes financials to a common format that is comparable across companies.

FreeEDGAR - another interface to the SEC EDGAR system allowing full-text searching by industry number, company name, ticker symbol, and key word.

Company financial and annual report information can be found on Lexis Nexis.  Once you are in the Lexis Nexis, select "Business" Go to "Company Financial" Select "Disclosure Reports" as a source. The Disclosure reports provide three years of company ratio information.  At the "Business" menu you can also select "SEC Filings & Reports." Since most annual reports are lengthy, ordering a copy from the company is a good option.

Older Annual Reports on Microfiche. The Library has a large annual report collection in microfiche called the Q-File Collection. The collection includes reports from 1978 to 1996 and is located in the microform alcove on the west side of Level One. Both 10-K's, annual reports, and proxy statements are included. A paper index (binder & books marked SEC File) is found on top of the microfiche cabinets.

Ratio Analysis

By Industry:

Key Business Ratios by Dun's (reference collection number: ref HF 5681 R25 D8).
Annual Statement Studies by Risk Management Associates (reference collection number: ref HG 1507 R65).
Manufacturing USA: Industry Analyses, Statistics, and Leading Companies (reference collection number: ref HD 9721 M364 yr.) Includes input and output information and ratios.
Services USA: Industry Analyses, Statistics, and Leading Companies (reference collection number: ref HD9721 S).
Quarterly Financial Report for Manufacturing, Mining, and Trade Corporations

By Company:

Mergent Online - Ratios, other financial data,  and analysis of U. S. and international companies.
LexisNexis.  Once you are in the LexisNexis Academic database, select "Business." Go to "Company Financial" Select "Disclosure Reports" as a source. The Disclosure reports provide three years of company ratio information.
Factiva. Select “Companies/Markets”.

Beta Coefficients

Factiva. Select “Companies/Markets”.

Standard and Poor's Stock Reports (reference collection number: ref HG 4907 S72).

Value Line Investment Survey- Includes Beta (reference collection number: ref HG 4501 V34).

Merrill Lynch Security Risk Evaluation(by company in alphabetical order and in Beta order) (reference collection number: ref HG 4915 M48a year/month).

Finance Web Sites & Data Sources

Lexis Nexis - Full text source to corporate financial reports and analysis.

Morningstar Mutual Funds(reference collection number: ref HG 4530 M8).
Standard and Poor's Standard Corporation Records and Daily News (reference collection number: HG 4501 S76635 etc.)

Standard and Poor's Stock Reports (reference collection number: ref HG 4907 S72).

Standard & Poor's The Outlook(reference collection number: ref HG 4501 O88 date).

Standard & Poor's Creditweek(reference collection number: ref HG 4501 S7662 date).

Value Line Investment Survey- Includes Beta (reference collection number: ref HG 4501 V34).

Business Connections - Includes stock markets, investing, company information, banking & finance, government & public organizations, business & financial news, and business directories. Site requires (free) registration. (from Librarian's Index to the Internet; lii.org).

Kiplinger Online - Includes stock quotes, funds data, yields and rates from credit cards to home equity, and financial calculators. (from Librarian's Index to the Internet; lii.org).

STAT-USA (Economic Data)

ABI/INFORM (PROQUEST)
Industry and business index, abstracts and full text.
 
Academic Search Elite (EBSCO)
Multidisciplinary database offers full text for nearly 2,050 scholarly journals, including nearly 1,500 peer-reviewed titles covering virtually every area of academic study.
 
Business Full Text (WILSON)
Industry and business index, abstracts and selective full text.
 
Econlit (EBSCO)
American Economic Association's electronic bibliography of economic literature including some full-text journal articles.
 
Factiva
Full-text news and business articles. Factiva has replaced Dow Jones Interactive.
 
LexisNexis Academic Search
Full text of business, news, law, and medicine publications.
 
Military & Government Collection (EBSCO)
Current news pertaining to all branches of the military and government. Provides cover-to-cover full text for nearly 300 journals and periodicals, and indexing and abstracts for nearly 400 titles.
 
Westlaw Campus
Westlaw is West's online legal research service. It provides fast and easy access to an extensive collection of legal resources, news, business, and public records information.