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Company research overview: Home

Suggested resources from Information the Services and Library Team

What data do you need?

 

All the company databases provide company fundamentals.
 

UK                                          

Fame - public and private companies. Use for small/private UK companies. Back file up to 20 years.

Europe    

Amadeus - public and private companies. (Not banks and insurance companies) Use for smaller/private European companies. Back file 10 years.

Global    

Capital IQ  Prior registration required works on and off campus. Back file 20+ years.  

Factset Prior registration required. Use the web version. Works on and off campus.

Bloomberg  **On campus - in the Finance Zone only**   

Mergent Online  Works on and off campus.(No registration needed). Back file 20+ years.

Banks  Fitch Connect  For global banks and insurance companies. (Replaces the defunct Bankscope database.)
  Market Intelligence (Formerly known as SNL Financial)  -  Prior registration required -banking financial services and insurance companies. On campus only
   
   
Capital IQ
Registration required
Identify your company – the default is the company tear-sheet with links to more in-depth data.
Factset
Registration required
Find company - menu >Overview > Snapshot for good financial overview 
Factiva Go to the tab: Companies/Market > Company. Use for a short profile with categorised news.
Snapshot covers: news, key developments, peer comparison, financial results and ownership.
Marketline Good for history, activities and SWOT analysis.
Fitch Connect
 
See the Rating Navigator for a bank specific financial profile but no history.
Mergent Online Find company - go to Company Details and use the sub menus.Good for history and acquisitions. Particular strength - US companies.

 

   
Capital IQ
Registration required
Go to peer analysis > Quick Comps
Factset
Registration required
Go to Overview > Comps.
Mergent Online Company details > Competitors. Or to select output: Report Builder > Comparison report
Bloomberg
Finance Zone
Find your company and enter: <RV> Relative valuation
Factiva Go to the tab: Companies/Market > Company. Good for a concise profile including a peer comparison.
Fame (UK) Find company and go to View Worksheet > Peer report 
Amadeus (Europe) Find the company and go to Peer Report > table
Fitch Connect
 
See the Rating Navigator for a bank specific financial profile against some peers.
Capital IQ
Pre-register
Select your company. Go to Transactions > M&A /Private Placements to see all company deals involvement as buyer or seller. Filter results using: Customize view.
Bloomberg
Finance Zone
Enter <MA> This page offers ready made views of recent activity and links to league tables. Go to Advanced Search to filter for deals that match specific criteria.
MarketLine Go to Database > Financial deals tracker for M&A, private equity deals, venture finance deals, private placements, IPOs, and partnerships. Or on the main page enter the name of a company and on the results page filter (at the top of the page) by Research Type = Financial Deals.
Factset
​Pre-register
Fnd company and go to side menu: Transactions >Deal Summary. Also shows Source of Capital and PE/VC investments.

For more detail don't forget to check out our M&A guide

Mergent Online

From October 2021 this is now our primary source for analyst research.

Click on the "Investext" tab to search for either company or industry reports. 

ThomsonOne
​Internet Explorer only   
 

October 2021.  This database is being retired by the vendor and access will end soon. Please use Mergent instead.

Go to the tab Screening> Research >Research Search. Or for a list of recent company reports go to: Company Views > Overview> bottom of page.

N.B You must use Internet Explorer with ThomsonOne.

Bloomberg
Finance Zone
Find your company then enter <BRC> 
Factiva Go to the Companies and Markets tab. Find your company and go to Analysis and profiles to find a few recent reports
Proquest

Includes some Equity reports from J.P. Morgan. 

To find them search for your sector or company. Then use filters on left to limit the search to reports and then publication title which should be J.P. Morgan Equites Research Reports.

Capital IQ
Registration required
CIQ has analysts recommendations but our subscription does NOT include the full-text of the analysts' reports.

 

   
Capital IQ
Registration required
Go to News > Events & Filings – can have up to 20 years of annual reports for some companies.
Mergent Online Go to the Annual Report tab or Filings tab. Goes back to around 1995. For historic reports use Mergent Archive
Mergent Archives Find scans of annual reports and 10Ks going back as far as 1925 for some companies.
Bloomberg
Finance zone
Go to document search <DS> enter ticker, document type and date range. N.B. Click on the Load button when you have identified the document. Has annual reports as far back as 20yrs.
   

 

   
Capital IQ
Registration required
Go to: Chart builder. Right click to download data into Excel. Can overlay graph with key events.

Factset
RegistrationRequired

Go to the Menu > Prices> Price history. Use the settings to adjust frequency and use download icon top right.
Bloomberg
Finance Zone
Enter <GP> for price chart - right click to copy and past data into Excel. Use  <GIP> for intraday prices.  Use the Excel add in for downloading large quantities of data.
Datastream AFO
Finance Zone
Use this for adjusted share price data and other data types for long time series of global stock and bond data company fundamentals and economic time series and interest rates.
Mergent Online Find the company and go to the Equity pricing tab and change Chart to Report. Alter the date range and frequency. Click on the Excel download to export.

 

Capital IQ
Registration required
Look up company and go to the side menu > Investors for a tabbed report: Summary; Detailed; History; Crossholdings: Holders Analysis   
Factset
Registration required
Go to tab > Company/Security. Find company and go to Ownership on right hand menu. Provides: Summary; Activity; Holder Analysis.

Bloomberg
Finance Zone

Look up company and go to <OWN> GO - for an ownership summary with links to more detail.

 

Capital IQ
Registration required
Global - See side menu: People> Professionals, Committees, Board members, Compensation. 
Factset
Registration required
Global -  go to side menu; Activism, Management, Board & Governance
Mergent Online Global - Go to tab> Executive, Officers, Directors
Fame  UK - Go to the Company Profile > Option 17 Directors and Contacts. (In new version of Fame - 2017)
Amadeus Europe - Go to the Company Profile > Option 17 Directors and Contacts.

 

Bloomberg    

Bloomberg has Sustainalytics data with ESG data with 10+ years of history for more than 11,800+ companies in 100+ countries, organized into 2000 fields.
To find ESG data for a company, enter FA ESG <GO> to access the Financial Analysis function. The overall ESG Disclosure Score is listed at the top of the page. Select the sub-tabs to see additional ESG metrics. To compare ESG data for multiple companies, enter RV ESG <GO> to access the Relative Valuation function. For information on ESG data and functionality, including EQS and Excel templates, enter BESG <GO> to access the Overview of Bloomberg ESG function. Bloomberg includes current MSCI ESG Scores but not their historical data.

Capital IQ    

ESG Evalutation by S&P Global Ratings. Historic graph of ESG scores back to 2016.
“The methodology is founded on our analysts’ sector and company expertise, relying upon in-depth engagement with company management to assess material ESG impacts on the company, past, present and future."

Eikon (including Datastream)

Refinitive ESG (formerly Asset4 ) measures a company's relative ESG performance, commitment and effectiveness across 10 main themes (emissions, environmental, product innovation, human rights, shareholders, etc.) based on publicly reported data. It has data on over 11,000 companies, active and inactive covering 80% of global market cap across 76 countries.

In Datastream Excel add-in find go to: Time Series Request > Data types. Available yearly from 2002.
https://www.refinitiv.com/en/sustainable-finance/esg-scores
https://www.refinitiv.com/en/financial-data/company-data/esg-data

Factset

has some data from Sustainalytics - only a current snapshot no historical data. No historical data under our subscription.

Mergent Mergent has FTSE Russell ESG reports quarterly. Find your company and click on the ESG tab. It provide a 3-page report looking at: Environment, Social, and Governance with industry averages and peer group comparisons. Patchy coverage.
WRDS

MSCI ESG KLD - you need to register for access to the WRDS platformGo to your account (top right) > products and find: kld_histall

The dataset was created by KLD Research & Analytics, Inc. in 1991 and was acquired by MSCI in 2010. It is an annual data set of positive and negative environmental, social, and governance (ESG) performance indicators applied to a universe of publicly traded companies. Initiated in 1991 it is one of the longest continuous ESG time series available. Here you can view their methodology.

Bloomberg
Finance Zone
Find company – enter <FA> and view ESG tab
WRDS
​Pre-register
It has MSCI ESG KLD stats. It covers 3000 US companies with 225 data points back to 2001
Datastream AFO
Finance Zone
Find your equity - go to data type = ESG Asset4. For a pre-built template go to the Excel Datastream ribbon > sample sheets.

 

Capital IQ
Registration required
Go to Company Summary > Corporate Governance

Bloomberg
Finance Zone

Find company. Enter <FA> ESG tab - sub-heading governance.
Datastream AFO
Finance Zone 
Find your equity. Go to data type = ESG Asset4. For the pre-built templates go to the Excel Datastream ribbon > sample sheets.
WRDS
Pre-register
MSCI (formerly KLD and GMI) a corporate governance historical dataset (formerly GMI Ratings) contains approximately 225 unique data points for approx. 3,000 US companies.
   

 

Capital IQ
Registration Required
Our subscription does not include access to transcripts, however it is possible to download copies of presentations made / released during events.
Bloomberg Transcripts of recent events, sometimes available as audio files as well as written transcripts. Find record for company and go to IR screen and click on documents tab.
   

 

In the USA private companies are not required by law to release any information to the public so researching them  can be difficult.
   
Fame UK - Includes all UK registered companies. (N.B. small and medium sized UK companies do not have to disclose a turnover figure and may only file an abridged balance sheet.)
Amadeus Europe - covers large and middle sized European companies.
Capital IQ
Registration required
Global - Covers some private companies, particularly good at Private Equity backed companies.
Mergent Online Global - Ensure you tick the box for private companies.
Factiva Global - use the Companies and Markets tab > Company  to see if there is any basic data for a private company.

Register to use these company databases

Finance related databases that need prior registration. To register find the link in the A-Z list of databases.