Content Mgt. & Research Librarian; Economics & Finance Liaison
Getting Started
Public companies in the United States are required to file financial information with the Securities and Exchange Commission (SEC), through the EDGAR system. Non-US companies are required to file with agencies in their home country and may also file lmited filings with the SEC. Find public company filings on the company investor relations webpage, SEC's EDGAR system, or through Horn Library resources.
- Capital IQ This link opens in a new window
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Use this for complex financial statement and comparables analysis, financial modeling, sector analysis and charting for companies worldwide. - Mergent Online This link opens in a new windowFind company financials, competitor, customer, and supplier information, recent analyst reports, and more on US and global companies. Also includes industry reports and country snapshots.
- Bloomberg
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Find company financials, news, analytics, multimedia reports, e-mail and trading capabilities, available in the Cutler Center.
- SEC EDGAR Form TypesLinks to descriptions of SEC public forms and many of the rules, regulations, and schedules associated with these forms.
Companies that have not issued public shares do not have a requirement to file full financial data, so the information about them is private and very limited. Sometimes they will release a certain amount of data on their website or with a local financing agency, but that is rare. Try these resources:
- Capital IQ This link opens in a new window
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Includes many private companies with limited data. - PitchBook This link opens in a new windowSee the key financials of public and private companies, what metrics are driving return on equity, predictions about future performance and more.
- Emerging Markets Information Service This link opens in a new windowEMIS lists financials on many smaller foreign firms with data from local data providers on private or closely held firms
- BizMiner This link opens in a new window
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Provides financial ratios based on private and public companies in specific industries in the US and is useful for comp analysis.
All US non profit firms must file with the Internal Revenue Service yearly and their Form 990 shows their operating financial data and other salary and operational information.
- GuideStar This link opens in a new windowFind information on the people, programs and finances of more than 1.7 million recognized nonprofits.
- IRS Tax Exempt Organization SearchTax Exempt Organization Search helps users find information about a tax-exempt organization’s federal tax status and filings. Y