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Library Information Sources for Financial Management

Information needs for Financial Management. Corporate informationAnnual reports and financial statementsTrends, ratios, stock prices, other benchmarksAnalysis and outlooks Industry informationTrends, ratios, and other financial indicatorsAnalysis and outlooks. Simpson Library has resources to

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Library Information Sources for Financial Management

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    1. Library Information Sources for Financial Management BUAD 381 Charlotte Johnson Jones Reference & Social Sciences Librarian Spring 2007

    2. Information needs for Financial Management Corporate information Annual reports and financial statements Trends, ratios, stock prices, other benchmarks Analysis and outlooks Industry information Trends, ratios, and other financial indicators Analysis and outlooks

    3. Download corporate financials in Excel from 10K Wizard

    4. Use ticker symbol for precise results

    5. Click on the Company Financials tab for numbers

    6. Notice the dropdown menu choices

    7. Notice separate worksheets

    8. Please logout

    9. Standard and Poor’s NetAdvantage

    10. An S&P Company Profile

    11. Valuation tab includes a Beta coefficient

    12. Free, non-subscription sources of corporate information Corporate web sites, including annual reports SEC EDGAR: federal database of 10-K and other SEC-required reports in downloadable format. 10K Wizard makes the whole process a lot easier.

    13. Industry codes: Comparing apples and . . . Governments, including the federal government, and financial information publishers, such as S&P or Mergent, use industry codes (also known as classification systems) to sort and organize information about similar companies. The problem? Not everyone uses the same system. Even the federal government has two systems in widespread use. Why do you care? Because if you compare your corporation’s financial picture to that of other corporations in an industry, you want to be sure you are comparing apples and apples. Make sure you know what classification system is used in each information source you consult.

    14. NAICS North American Industry Classification System Provides common industry definitions for Canada, Mexico, and the United States. NAICS, which was integral to the implementation of NAFTA, replaces the countries' separate classification systems with one uniform system for classifying industries. In the United States, NAICS replaced the Standard Industrial Classification system or SIC codes. The online version, posted by the U.S. Bureau of the Census, is found at http://www.census.gov/epcd/naics02/ Simpson Library has a print version of NAICS at REFB HF 1042.N6 2002.

    15. SICS Standard Industrial Classification System Was theoretically superseded by the North American Industry Classification System (NAICS) However both systems are still widely in use, by information publishers and even by the federal government A searchable online version, posted by the U. S. Department of Labor is available at http://www.osha.gov/pls/imis/sicsearch.html Simpson Library has a print version at REFB HF1042/.A55/1987.

    16. Proprietary code systems Are called proprietary because they are the intellectual property of the individual publishers that use them. For example, the Dow Jones database Factiva uses its own set of industry categories and alphanumeric industry codes.

    17. Types of industry financial information Ratios, trends, and other indicators compiled from tax returns, financial statements and other sources of information about a pool of similar companies Many major players in financial information publish these on a regular basis, including Mergent (formerly Moody’s), Standard & Poor’s, and Dun & Bradstreet

    18. Ratios Ratios will be a key tool in analyzing corporations and industries in this course Simpson Library has many resources, including reference books and databases, to help you find industry ratios.

    19. Industry Norms & Key Business Ratios: Desk-Top Edition Norms and 14 key business ratios by SIC classification Drawn from financial statements of one million companies in Dun &Bradstreet Financial Information Base Includes information about how ratios are calculated Published annually Library holds 1990- Beginning with 1999/2000 edition, accounting period became January – December of the earlier year in the title. (Previously, accounting period was July-June fiscal year.) Most recent edition, as of 2/08/2007 is 2005/2006 edition with data and ratios for calendar year 2005. Call number: REFB HF5681 .R25 I53

    20. Other sources of ratios that may be useful—with caveats Mergent’s Industry Review RMA Annual Statement Studies Almanac of Business and Industrial Financial Ratios

    21. Mergent's Industry Review Key financial information, operating data, and ratios for approximately 6,000 companies Arranged in 137 proprietary industry groups, not by SIC or NAICS codes For example: Mergent “Automobiles and Trucks” category includes General Motors and Carmax. Includes rankings within industries Published two times a year. Library retains one calendar year plus current year Call number: REFB HG4961 .M68

    22. RMA Annual Statement Studies Arranged by SIC & NAICS codes Drawn from financial statements of customers of RMA member banking institutions Includes information about how ratios are calculated Published annually and includes current and historical ratios Library holds 1984- Most recent, as of 9/19/2005, is 2004-2005 edition Accounting period is April 1, 2003-March 31, 2004. Call number: REFB HF5681.B2 R58

    23. Almanac of Business and Industrial Financial Ratios 50 performance indicators for 195 industries, further divided by asset size Uses NAICS Based on IRS tax return data from 4.9 million U.S. and international corporations Published annually Most recent, as of 2/07/2006, is 2006 edition Accounting period for 2006 edition is July 2002-June 2003 Call number: REFB HF5681 .R25 A45 2006

    24. Industry analysis is an S&P strength

    25. S&P’s industry structure

    26. Use the S&P Industry Surveys with caution for this assignment The surveys are an excellent, respected source Use them as a guideline for how to write an analysis of financial data Do not use them as a sole source or major source for your analysis Draw your own conclusions from your own calculations and your own research

    27. Periodical articles Are a good source of both corporate and industry analysis and forecasts Can provide a snapshot of what analysts were thinking and projecting at a certain point in the past Are found in Simpson Library databases, including Business & Company Resource Center and Factiva

    28. Business & Company Resource Center

    29. Most articles are in full text

    30. Factiva, from Dow Jones Has almost 100% full-text content, including The Wall Street Journal Contains approximately 8,000 news, business, and trade publications 1,000 are foreign language titles Can be difficult and/or overwhelming to search For best results, take advantage of Factiva “Intelligent Indexing”

    31. Use Intelligent Indexing to find your company

    32. Now choose the subject

    33. Change OR to AND

    34. Great results!

    35. Find industry analysis too

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