University of Utah
J. Willard Marriott Library

Business Research Resources--Print and Online

pointer Financial Ratios and Investment

open book Print Resources

* Red Chip Review: Covers approximately 250 companies that have either less than $750 million market capitalization, or that have little operating or valuation information available. Located at the General Reference Desk on level 3, call # HG4501 R43.

* Standard & Poors Bond Guide: (1971-Present) Standard & Poors Bond Guide is designed to present in a convenient compact manner the most pertinent comparative financial and statistical information on a broad list of bonds. Located at the General Reference Collection on level 3, call # HG 4905 S435.

* Standard & Poors Stock Guide: (1971-Present) Contains financial data on more than 5,100 Common Preferred Stocks. Located at the General Reference Collection on level 3, call # HG 4915 S67.

* Almanac of Business and Industrial Financial Ratios: Profiles corporate performance in two analytical tables for each industry. Table I reports operating and financial information for all corporations. Table II reports operating and financial information for corporations with a positive net income. Located at the General Reference Desk on level 3, call # BF5681 R25 A4.

* Dun & Bradstreet Industry Norms and Key Business Ratios: Ratios from over 1 million financial statements, from U.S. corporations, partnerships, and proprietorships, both public & private. Over 800 lines of business organized by SIC code. Located at General Reference Desk on level 3, call # HF 5681 R25 I525.

* Robert Morris & Associates Annual Statement Studies: Composite financial data on manufacturing, wholesaling, retailing, service, agricultural and contracting lines of business. Financial statements on each industry are shown in common size form and are accompanied by widely used ratios. Located at the General Reference Desk on level 3, call # BF5681 B2 R6.

* Morningstar Mutual Funds: The most complete source for mutual fund information. Includes a summary section which includes editorial commentary, end of month data, and an index to find fund report pages. Features the Morningstar star rating system. Other information includes investment criteria, portfolio manager's profile, performance, tax analysis, historical profiles, etc. See the resource guide in the back of the current year's folder for helpful information about Morningstar. Located at the General Reference Business Index on Level 3, call # HG45 30 M8.

computer Electronic Resources

* Edgar Files (U.S. Securities & Exchange Commission): Online version of filings made with the SEC by publicly held companies. Contains quarterly & annual financial disclosure, proxies, mutual Rind disclosure, and other valuable information. http://www.sec.gov/edgarhp.htm

* Hoover's Online: Provides accurate and up-to-date information on approximately 14,000 public and private companies. Includes information such as company histories, key financial information, officers, products, industry profiles, press releases, annual reports, SEC filings, subsidiaries, operations, financial ratios, etc. http://www.hoovers.com/

* Lexis Nexis (Academic Universe): Provides business news, company financial, detailed financial data about U. S companies. SEC Filing & Reports, EDGAR filings, annual & quarterly reports & proxy statements. Industry news from 25 industries, accounting journal & literature and trade show information and more. http://web.lexis-nexis.com/universe

* Market Research Monitor: This database allows unlimited access to in depth consumer and retail reports. The two components are a three-year archive of over 850 monthly journal reports (global coverage) and over 600 major Market Profiles (for the US, UK, France and Germany). The reports provide cost effective and up date global consumer market research, including analysis and market size data, forecasts, company profiles and market shares.

* Mergent Online: Information on over 10,000 US and 17000 International companies. Offers access to both "real time" and archival (back to 1993 when available) EDGAR submissions on over 18,000 EDGAR filers including mutual funds, insurance companies and some foreign companies which are required to file a 20F with the US Securities & Exchange Commission ( SEC ). Search by Company Name or Ticker Symbol. Advanced Searching by Primary SIC; Any SIC; State; State of Incorporation; City; Stock Exchange; NUMBER OF EMPLOYEES; OFFICER/DIRECTOR LAST NAME; a "word or phrase" in History, Business, Property and Subsidiary. Search Financials by Total Revenues; Income from Cont. Operations; Total Assets; Long Term Debt; Cash Flow from Operations; Profit Margin; ROE; Return on Assets; Long Term Debt to Equity; Revenue to Total Assets. Earnings Estimates - FIS Online now provides you with access to Wall Street earnings estimates. This resource is fully integrated into the databases and available from the "Document Selection" page. Please note that not all companies in our database will have an earnings estimate available due to lack of Wall Street research coverage. Country Profiles - Valuable information on over 90 countries can be accessed from the main search page. Country coverage matches company coverage available through Company Data Direct/International, our recently released non-U.S. company databases. New Features "Full Document" Link - You may now click on the link "Full Document" at the top of the Document Selection page to access the full company record. This new feature saves you time by bypassing the "Submit" button. Build a Report - Ranking, sorting and customized reporting of individual data items is now available through the "Build a Report" function found at the top of the Search Result page. http://www.mergentonline.com

* Morningstar.com Library Edition:Morningstar provides data on nearly 100,000 securities worldwide. Their lineup includes print publications, software, and Internet solutions.

* Predicast (PROMT): Overviews of Markets & Technologies contains summaries and full text from nearly 1,000 U.S. and international business & trade journals, industry newsletters, newspapers, market research studies and news releases published from 1994 to present. International in scope and outlook, PROMT F&S provides information about industries and companies, including the products and technologies they develop and the markets in which they compete. Updated weekly. http://infotrac.galegroup.com/itweb/marriottlibrary?db=PRS

*Value Line's Investment Survey Reports Online The Value Line Investment Survey is one of the most widely used independent investment information services in the world. Its up-to-date, weekly issues are also a comprehensive reference that has something useful for virtually every investor. In breadth of coverage it is encyclopedic, covering some 1,700 equity issues. http://www.valueline.com/secure/vlispdf/stk1700/index.cfm


Business Research Resources | David Eccles School of Business | Marriott Library

Last update 27 April 2000