Skip to main content

Business

Annual Reports

... are the primary source of corporate financial information for publicly-held companies. A public company's annual report is available on its website. If the company is private, financial detail is generally not available. More... finding annual reports.

Financials

Compustat provides fundamental and market information on active and inactive publicly held companies. It provides more than 300 annual and 100 quarterly Income Statement, Balance Sheet, Statement of Cash Flows, and supplemental data items.
Access to Compustat is via individual accounts (grad students and faculty) with WRDS (Wharton Research Data Services).
 
FP AdvisorCanadian resource  (access ceased March 31, 2017)
 
 
See Companies/Markets section, which includes financial data.
 

Mergent Online
Delivers comprehensive financial information on thousands of active and inactive U.S., Canadian and international public companies. Key features include 15 years of detailed financial statements, fundamental data, key financial ratios, earnings estimates, stock information, business descriptions, and current headline news. Edgar and Sedar filings. Also economic data and country insights. 
Includes Investext database - equity analyst reports on global public companies.

 

 Thomson ONE (access ceased end of April 2017, see Mergent Online)
 
 
SEDAR (System for Electronic Document Analysis and Retrieval) is the system used for electronically filing most securities related information with the Canadian Securities Administrators (regulators of Canadian securities). Filing with SEDAR started January 1, 1997, and is now mandatory for most reporting issuers in Canada. It includes annual reports, financial statements, annual information forms, directors circulars, prospectuses, press releases, takeover bid circulars, early warning reports, and proxies.
 
EDGAR (Electronic Data Gathering, Analysis, and Retrieval system) contains SEC (Securities and Exchange Commission) Filings for US public companies and foreign issuers. Filings include Form 10-K annuals, 10-Q and 8-K reports, prospectuses, ownership, executive and board compensation and current announcements.
 

Profiles & Directories

Dun & Bradstreet's MDD profiles public and private US and Canadian companies. Includes company corporate trees. Filter by geography and industry.
 
 
Buyer's guide providing information on more than 170,000 classes of products made in the U.S. and Canada, the businesses that make them, and their locations. Search by product, company or brand name.
 
European manufacturers

Rankings

Includes Investor 500 (outlooks for key sectors and the best bets in each, published in the July issue and Tech 100 (Click on Technology - Companies to find the annual listing of Canada's largest publicly traded technology companies.
 
 
Includes links to:
Forbes 2000 (top 2000 global companies)
American's Largest Private Companies
 
America's fastest growing privately held companies:The 200 Best Small Companies
America's Best Big Companies
 
ROB Top 1000
Report on Business Magazine (Globe and Mail) (June issue)  
HF5003.R4 from 1986- (microfilm)
 Annual. Canadian companies are listed by revenue. Has a number of tables, including top 300 private companies, top R&D, top employers, top crown corporations.

Earnings Call Transcripts

Often held after the release of a public company's quarterly or annual numbers, conference calls between top management and investors can be a great source of information. Conference calls are an opportunity for the CEO or CFO to speak informally and candidly about the company's past performance and its future prospects. Informed analysts ask probing questions about results, operations and competitors.
 
 
CQ FD Disclosure: In Factiva, select "Source" and locate the publication CQ FD Disclosure. Then use a keyword search to find conference call transcripts for your company, product, or industry.
 
 
In ABI/Inform, search by publication title for Fair Disclosure Wire. Within this publication, search by company, product, or industry to locate relevant conference call transcripts.
 

Companies

 

Use the databases described in Articles (start with ABI/ Inform  and Business Source Premier)
to learn more about companies and the industries they're in. Search company names and people, use 'keywords' that describe the product, technology, or industry sector. In business research no single article or source will provide all the answers. Bits of Information from a variety of sources will start to add up to a coherent picture.