Finance: Financials

Finance research might require searching for company/industry data, company news, industry news, or scholarly articles on finance. This guide provides links to various library resources to help find all of these.
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Availability of company financials varies. US based companies which are publicly traded are required to release financials to the Securities Exchange Commission and investors. As a result financials for these types fo companies are publicly available.

Private companies are not required to release their financials publicly. Sometimes limited estimates can be found in Hoovers.

Use Mergent and NetAdvantage to examine publicly traded companies. Mergent contains financial statements which can be easily downloaded as an Excel spreadsheet. NetAdvantage contains current valuation data, financials, stock reports and industry surveys.

Company Info

US based publicly traded companies will publish and annual report and a 10-K. Check your company's website for these documents.

Comparative Financials in Mergent

The video below shows how to select companies and financial data points to download into various formats.

Books

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Use of RIT resources is reserved for current RIT students, faculty and staff for academic and teaching purposes only.
Please contact your librarian with any questions.

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