Finding company information

 

 

General information

Marketline Advantage – Overviews including SWOT analysis and deals.
Search company name, then 'Companies' tab.

Business Source Complete – Brief overviews as well as articles.
Company Information tab, then see 'Related information'.

Factiva - Overviews with a strong news component.
Select 'Company' under the 'Companies/Markets' tab.

Euromonitor - Passport – Company profiles in the consumer goods sector.
Click on 'Companies' tab.

INSEAD research collection – Complete collections of INSEAD cases in the Research & Learning Hub. 
Search for cases in the R&L Hub Catalogue or INSEAD's cases website.

The Case Centre – To purchase business school cases worldwide. 
You must register first.

Business Source Complete – For informal cases from business journals. 
Search company name in CO field and then select the document type "Case study" or type "case studies" in the SU field.

Research & Learning Hub’s book collection – For published company histories.
Located in the HC100 section.

Research & Learning Hub’s book collection – Mini-cases in textbooks and other books.
Search tables of contents in the R&L Hub Catalogue using the keyword field, then click on the pdf to find relevant chapter.

Factiva – Most complete source for news worldwide, including dailies, weeklies and non-English sources. 
Use the company index for precision. Use the source index to select the title or type of source.

FT.com - News from the Financial Times. 
Use the search box on the top right-hand corner. Refine using Advanced Search on the bottom left-hand corner. Requires a personal password.

Business Source Complete – For news from trade magazines as well as articles from practitioner/academic journals. 
Use the company index for precision. Use the cover story limit to focus on a feature article.

Eikon Refinitiv - Enter the company name > «News & Research» > «Company News » and «Events» > «Corporate Events».
Perform a general news search via the news monitor by using the command «News».

Company web sites – For news emanating from the companies themselves.
Check the investors section of the company's web site.

S&P Capital IQ – Best interface. Includes private companies. 
See Corporate Tree. Requires a personal password.

Bloomberg 
Ticker symbol <EQUITY> RELS <Go> for subsidiaries. In Research & Learning Hub only.

Marketline Advantage – The most up-to-date source for Marketline Advantage's SWOT analysis.
Search company name, then 'Companies'.

Company SWOTs in Business Source Complete - For SWOT analysis from Marketline Advantage.

 

Company Identifiers guide - How to upload/download company identifiers in order to merge data sets.

Yahoo Finance Symbol Lookup – Easy-to-use source for finding ticker symbols.

Corporate information – To find the meaning of national company extensions (plc, ltd, inc, SA etc.) and security identifiers. 

Financial information

Eikon Refinitiv - Overviews with a financial focus. Includes private companies. Search by company name and see the default overview page.

S&P Capital IQ – Best interface. Overviews with a financial focus. Includes private companies.
Default tearsheet or CIQ report. Requires a personal password.

Thomson One  Overviews with a financial focus. 
Default overview page. Includes private companies.

S&P Capital IQ – Best interface and most historical data. Includes private companies. 
See 'Financials'. Requires a personal password.

Thomson One –  15 years historical data. Best for lists of companies.
See 'Fundamentals'; in Excel: Report wizard

Factiva – Quick source for viewing recent data (5 years).
Select 'Company' under the Companies/markets tab, then 'Financial results' 
or 'Reports - Ratio comparison report'.

FT.com - Quick source for viewing recent data (5 years).
Click on 'Markets', then 'Equities' under 'Markets Data'. Requires a personal password.

S&P Capital IQ - See 'Quick comps'. Requires a personal password.

Eikon Refinitiv - See "Peers & Valuation" for the company selected. Data available back to the 1980s, depending on the company.

Thomson One - See 'Comparables'

Bloomberg - Ticker symbol + + RV. In Research & Learning Hub only.

Factiva

S&P Capital IQ – Easiest to use. Includes private companies 
Financials/ Valuations > Segments. Requires a personal password.

Thomson One – For data via Excel, as well as via web. 
See 'Fundamentals', then 'Reuters Fundamentals'; in Excel: Report wizard > Add items

S&P Capital IQ -
See 'Charting', then export to view data. Requires a personal password.

Thomson One  – 15 years of data 
See 'Price chart' or click on 'View data'. Excel add-in: Report wizard

Bloomberg – Good graphing capabilities (15 years).
Ticker symbol + <EQUITY> +GP. In Research & Learning Hub only.

Datastream – Best for historical data (20 years) and for lists of companies.
Excel add-in: Time series request
Ticker symbol + <EQUITY> + GP. In Research & Learning Hub only.

Factiva – Quick source for viewing recent price charts (5 years). 
Select 'Quotes' under the Companies/markets tab

FT.com - Interactive price charts for recent data (5 years). 
Click on 'Markets', then 'Equities' under 'Markets Data'. Requires a personal password. 

Bloomberg – For historical betas.
Ticker symbol + <EQUITY> + BETA. In library only.

Thomson One 
See default overview page under 'Market data'.

Datastream – For combining beta and historical equity data.
Static request: <equity mnemonic> + BETA in datatype field

For betas by industry, see also :

S&P Capital IQ – For credit ratings via web.
Under Fixed Income. Requires a personal password.

Thomson One –
See Debt

Bloomberg – For historical credit ratings.
Ticker symbol + <EQUITY> + RSKC. In Research & Learning Hub only.

S&P Capital IQ – Best interface. 
Screening > Transactions. Requires a personal password.

Eikon Refinitiv -  data related to company transactions worldwide (for example IPOs, corporate restructuring, Joint Ventures) via the command MARCH. You can access data on more than 500’000 global M&As since 1965.

Thomson One -  Deals - Partial data from SDC via web interface. 
See 'Deals'

SDC – Most complete deals data: includes private equity, m&a, new issues, joint ventures. In Research & Learning Hub only.

S&P Capital IQ – Best interface. 
See Investors and Public ownership tabs. Requires a personal password.

Eikon Refinitiv - the most complete global Share Ownership and Profiles data in the industry
Use the Ownership Summary app (see details)

Thomson One  
See Share ownership.

Bloomberg – In Research & Learning Hub only 
Ticker symbol <EQUITY> PHDC <Go>. In Research & Learning Hub only.

S&P Capital IQ – Both SEC and annual reports.
Under News & Filings. Requires a personal password.

Eikon Refinitiv - Both real time and historical information across domestic and international company filings and reports.
Search for Advanced Filings or enter “ADVFIL” in the search box and select it from the results (see details)

Thomson One Quick source for recent filings only.
Under filings

Bloomberg
Ticker symbol + + CF. In Research & Learning Hub only.

EDGAR SEC - For historical filings of US-listed companies.
Under Historical Edgar archives

Thomson Research via Eikon Most complete source of investment research.
Search by company, industry or contributor.

EMIS - Emerging Markets Information Service – For emerging markets. Includes non-English sources.
Company > Company analysis

Business Source Complete - For transcripts of CEO and analyst interviews.
Publications: Wall Street Transcript

Factiva
Use Search > Search Builder tab option.
Enter "Earnings call transcript" (include the quotation marks) in the search box.
Add other search terms and filters, such as company names, separated with "and".

Thomson One
Use Screening & Analysis tab option.
Then go to Research > Research Search from the top menu.
In the box next to Title, enter the word "transcript".
Adjust your dates, add filters e.g. industries or geographies, etc. then press Search.

S&P Capital IQ
Search for a company, and on the company's profile page, in the left navigation bar go to News, Events, & Filings > Transcripts.

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