Analyst Reports
This guide includes information sources for finding analyst reports as well as information on what the sources contains and recommended search strategies. This guide is not intended to be exhaustive of the resources available.
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Top Databases
BloombergLocate real-time and historical information on economic conditions, market data and public companies worldwide. Information is available on governments, mortgages, money markets, bonds, commodities, stocks, and currencies. This resource is used in most companies and institutions that manage equities, commodities, and currencies. Two dedicated Bloomberg terminals with full API capabilities which allow for custom downloading and creation of reports are available in the Walker Management Library and Owen Computer Lab. Online tutorials are available on the terminals and Bloomberg now offers certification in different financial management areas with tests that can be taken on the Bloomberg terminals. [more]
Factiva
Factiva is a multi-functional database. It is primarily used to find the full-text of business publications, including magazines, trade publications, and newspapers. It has full-text coverage of the Wall Street Journal. It is a good source for international and local business news, which typically isn't covered in other databases. Also included in this database are company profiles and financial quotes. [more]
Reuter's Research on Demand
Reuter's Research on Demand, formerly MultexNet, provides access to research reports created by analysts from top brokerage houses, investment banks, and financial research firms. These reports cover a wide array of information including detailed analysis of market share, projected sales and earnings, current and projected financial performance, and companies' research and development expenditures. These are also a good source for current industry information and projections. It does not include reports from Merrill Lynch. [more]
S&P NetAdvantage
Standard and Poor's Net Advantage provides fulltext access to a variety of S&P publications including the electronic full text versions of the Standard & Poor’s Industry Surveys. Covers 52 different industries (usually the larger industries like Retail, Apparel and Footwear, Airlines, Computers, Biotech, Pharmaceuticals, etc) and the reports are updated every 6 months. The surveys contain information about current trends, how the industry operates, key ratios and statistics for each industry, and then how to analyze a company in a particular industry. The last section provides comparative financial data in tabular format for the top companies in the industry. S&P NetAdvantage also includes Stock Reports, Corporation Records as well as detailed information on mutual funds, bonds, dividends, earnings, and a directory of corporations and executives. [more]
Socrates
SOCRATES is a comprehensive research database, measuring the social and environmental performance of corporations. The database contains social, environmental, and governance research on more than 4,000 companies in 50+ global markets. KLD evaluates over 3,000 U.S. corporations for social and environmental performance on more than 280 data points covering community relations, corporate governance, diversity, employee relations, human rights, products, and the environment. SOCRATES contains information about current and historical shareholder actions, including the exact text of proxy resolutions, compiled by the Interfaith Center on Corporate Responsibility (ICCR). It is useful to monitor up-coming shareholder resolutions for companies in your portfolio; follow the responsiveness of companies over time to shareholder resolutions; and know the issues that active shareholders are pursuing You can generate lists of shareholder resolutions filed on a particular issue or with a company since 1998. [more]
Thomson ONE Banker
This database pulls some data from multiple databases (I/B/E/S, Worldscope, SDC, Datastream and other Thomson databases) to provide company financials, company profiles, and financial market data. The Deals portion of the database provides current information (including League Tables) on Mergers & Acquisitions, Equity, Bonds and Loans. You get historical research and statistics as well as forecasts. You can analyze the performance of a company individually or compare it to industry averages. [more]
Search for more Business Databases
Books, Reference & Print Resources
Earnings Forecaster (Zack's Investment Research) MNGT, REF HG4915 .S733
Institutional Investor, Americas
Available full text through the Factiva Database.
Institutional Investor, International
Available full text through the Factiva Database.
Value Line Investment Survey
MNGT, REF HG4501 . V265
Value Line Investment Survey - Small & Mid-Cap
MNGT, REF HG4501 .V264
Value Line Convertibles
MNGT, REF HG4501. V25
Value Line Options Survey
MNGT, REF HG4501. V25
Morningstar Mutual Funds Reports
MNGT, REF HG 4530.m879
Search for more books in the ACORN Catalog
Related Research Guides
- Private Companies
- International Companies
- Public Companies
- Industry Overviews
- View all Research Guides
Additional Information
- Use of the databases implies acceptance of our Copyright and Licensing Restrictions.
- Need help accessing a resource from off-campus? Take a look at the Troubleshooting Tips page.
- Don't know where to begin? Check out the How do I begin my research? page for information on how to get started researching various topics and use citation information.
- Do you know the name of a database that you'd like to use? Use Databases (A-Z) to locate a known resource and get more information.
- The Databases by Subject page can help direct you to similar resources by topic.
- Additional databases are also available through the Jean & Alexander Heard Library.
- Want to browse electronic journals? Check out the E-Journals (A-Z).
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