Finance and Investing Research

Librarian: Jennifer Garrett

Financial Markets . Stock Quotes & News . Sources of Financial Ratios . Company financials . Financial and Economic Data

Financial Markets (Stocks, mutual funds, bonds)

Morningstar Library

Standard & Poor's NetAdvantage

Value Line Investment Survey
Books DH Hill Library, Learning Commons HG4501 .V26
(only past 6 months available)

Yahoo!Finance (Historical Prices also available)

Yahoo! Finance Bonds Center (Includes Fitch Ratings)

Sources for Financial Ratios

Almanac of business and industrial financial ratios
Books DH Hill Library, Learning Commons HF5681 .R25 A45 ED.40

Industry norms and key business ratios
Books DH Hill Library, Learning Commons HF5681 .R25 I525

RMA Annual Statement Studies (ratios)
Books DH Hill Library, Learning Commons HF5681.B2 R6

See also the company financials guide.

Company Financials

Business researchers and investors often use Financial Reports, Annual Reports, or 10-K's. Financial Reports tend to be of two kinds: balance sheets and income statements. A balance sheet is a status report that describes the financial condition of a company at a fixed point in time. An income statement, or earnings report, shows how much money is made or lost during a given fiscal year or quarter. Financial statements are included in annual reports (sometimes abridged), S&P reports, and Value Line, among other sources.

Two most common types of corporate reports are the 10-K and the Annual Report. The 10-K is the detailed report submitted to the S.E.C. and is the most exhaustive source of current corporate information. The Annual Report is the report to the shareholders and is not an official filing. This is often the glossy snapshot: mostly positive, discussing plans and company outlook, with financial data included.

EDGAR
(U.S. Securities and Exchange Commission)

Thomson One
(Full functionality requires IE browser)

LexisNexis Academic
Next Business tab Next Company Dossier

Standard & Poor's NetAdvantage
Next Company section (Guided Tour)

WRDS (Compustat)
Extract data for use in spreadsheets or statistical software

Stock Quotes & News

CNN Money

CNBC

Barron's

Bloomberg

Business Week

FOX Business (FBN)

Motley Fool

Investor Words (Glossary) 

Reuters Finance & Stocks

Sources for Banking Information

FDIC.gov provides financial information on specific banks as well as analyses on the banking industry and economic trends.

IBISWorld provides annual industry reports on commercial banking in the US.

The ABA (American Banker's Association) is a Washington, DC-based trade association for the U.S. banking industry. Founded in 1875, ABA has financial and regulatory information for bankers, consumers, media, and other members of the financial services industry.

The NCUA (National Credit Union Administration) is the independent federal agency, created by the United States Congress, that charters and supervises federal credit unions and insures savings in federal and most state-chartered credit unions.

 

Other Items of Interest

Bloomberg Business delivers business and markets news, data, analysis, and video to the world, featuring stories from Business Week and Bloomberg News.

Forbes Magazine provides timely, non peer-reviewed articles on finance, industry, banking, technology, and the global economy in addition to yearly lists of top companies, inventions, entrepreneurs, and brands.

Fortune Magazine, a global business magazine, distinguishes itself with long, in-depth feature articles and their annual listings of the top 500 businesses and non-profit organizations.