Finance & Investment Databases

Company Financials and SEC filings & Investment Data

The following databases will help you find company balance sheets, financials, SEC filings and International Financial Statistics.

Mergent Online
Search by company name, ticker symbol, CUSIP, or Duns number. Find extensive business descriptions, corporate histories, and financial statements.

S&P NetAdvantage/Capital IQ
Standard & Poor’s NetAdvantage is a comprehensive, professional source of proprietary analysis on industries, along with analysis of the major companies in a given industry. Data includes trends and projections, industry surveys, industry reports, analyst reports, individual stock data, and economic insight.

OneSource Global
Search by company name, ticker symbol or registered number. Excellent coverage of company information for both US and non-US companies, including analyst reports and strengths/weaknesses analysis. Limited information can be found about some private companies.

ThomsonOne Banker
Open in Internet Explorer. Compatible with IE version 11 for Windows 7

Provides access to Internet-based analytics tool that combines source data, flexible searching, and charting to give you the data and tools for in-depth research. It includes historical research and statistics as well as forecasts. Search by ticker symbol to find extensive company financials, statistics, and forecasts.

International Financial Statistics
All aspects of international and domestic finance from the International Monetary Fund. Coverage: 1948-present.

  • Balance of Payment Statistics (goods, services, factor income, and current transfers an economy received from or provided to the rest of the world)
  • Direction of Trade Statistics (value of merchandise exports and imports between each country and all its trading partners)
  • Government Finance Statistics (government and public sector financial time series)
  • International Financial Statistics Database (financial and exchange rates time series covering more than 200 countries and areas)
  • Use the Query Builder to set your own search parameters and date ranges and to search across data sets.
Investment Data
Mergent Online

Search by company name, ticker symbol, CUSIP, or Duns number. Find extensive business descriptions, corporate histories, financial statements, equity research reports and tear sheets.

Mergent Horizon

Within Mergent Online, click the Horizon Tab to access. Search by company name or ticker symbol to find basic financial information and valuation analysis alongside listings of related products/services, customers, suppliers, partners, and competitors. Build portfolios to compare competing companies.

Bloomberg

An interactive financial information network that integrates data, news, analytics, and multimedia reports onto a single platform. Two Bloomberg terminals are available in the McLeod Business Library. See library staff for assistance. Additional terminals are available in the Acuff Financial Markets Room.

Bloomberg Training Session with Jessica Alvino (W&M credentials required to view)

Morningstar

Search by ticker symbol to find stock analysis, financials, valuation ratios, earnings estimates, and information on fund ownership. Access is available at all computer terminals in the McLeod Business Library. See library staff for assistance.

 
ThomsonOne

Open in Internet Explorer. Compatible with IE version 11 for Windows 7. Search by ticker symbol to find extensive company financials, statistics, and forecasts.

Value Line Investment Survey

Includes online full-page industry reports, ratings, and commentaries for 1,700 widely-followed analyst covered companies and 1,800 small and mid-cap companies. (10 Simultaneous Users)

Wharton Research Data Services (WRDS)

A comprehensive source of financial, accounting, economic, management, marketing, banking, and insurance data. WRDS offers access to the following databases: Audit Analytics, CompuStat, CRSP, I/B/E/S and CUSIP Master File. You can request a pass by visiting the WRDS website and registering with your William & Mary username and ID.

News & Journal Articles

Search for the following Journals/Periodicals in the following databases to keep up-to-date on financial, investment, and accounting information.

  • Journal of Finance
  • Journal of Accounting, Auditing, and Finance
  • Financial Times
  • The Wall Street Journal
  • Barron’s
  • Forbes
  • Fortune
  • Institutional Investor
  • Advances in Management Accounting
  • Journal of Accounting Research
  • The FASB Report
  • Accounting Trends and Techniques
EBSCOhost Business Source Complete

Search by selecting “Publications” in header, or search by keyword. To focus your keyword search, change “Select a Field” to “SO Publication Name.”

Factiva

Search by using “Source” under the Intelligent Indexing section to the bottom left. Also, find current and historical financial quotes by selecting the “Companies/Markets” tab.

ProQuest ABI/Inform Global

Search by selecting “Publications” in header, or search by keyword. In the advanced search mode, you may focus your search by changing “Citation and document text” to “Publication Title.”

Business Wire
Select “News by Subject” to find articles related to various financial topics.

Tools/Calculators

Investopedia

Comprehensive website of financial and investment calculators.

Net Present Value calculator
This calculator allows for negative cash in-flow.

OANDA
Exchange rates are updated daily.

Print Resources

Search the Library Catalog for print resources.