Library Resources - FINC 220 - Financial Management - InfoGuides at Rochester Institute of Technology

Last Updated: Mar 21, 2025 1:11 PM

Hello from Jennifer!

Hi! I am Jennifer Freer, your business librarian! I can help you navigate through the library business resources to find information, articles, and books. I can also help with citation in APA, MLA and Chicago plus I can help you use Zotero.

The green button above has links to book an appointment or try to catch me on chat. Email jlfwml@rit.edu to ask questions if that works better for you!

FINC 220 Guide Link & QR Code

https://infoguides.rit.edu/finc220

Keep in Mind

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 of companies are publicly available.

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

Use NetAdvantage to examine publicly traded companies. NetAdvantage contains current valuation data, financials, stock reports and industry surveys.

Financials

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

What is the difference between an annual report and a 10-K? Sometimes the annual report is an abbreviated version of 10-k information represented in a format with great graphic design. A 10-k is an official document filed with the Securities and Exchange Commission.

For example Apple Inc only produces a 10-K while GE Aerospace produces both an annual report and a 10-k.

Library Resources for Financials

NetAdvantage This link opens in a new window
Information on companies, executives, industries, stocks, bonds, funds, dividends, and S&P investment advice. Great source for Industry Surveys for large public industries. B2C and B2B
Capital IQ Database Link for Already Registered Account Holders (beta for Spring 2025) This link opens in a new window
Capital IQ is an advanced finance database from Standard & Poor's which adds to data already found in NetAdvantage. Access is limited to temporary accounts set up through the business librarian. Already registered account holders for teh current semester use this link. Others use the Request form or email jlfwml@rit.edu to request a temporary account.

How long accounts will be valid is yet to be determined. This will be based on demand.

Capital IQ Request Form
Access is limited to temporary accounts set up through the business librarian. In Spring 2025 the library is testing procedures for a Fall 2025 launch. S&P will be provided with names and emails only for account set up. Cohort and location information is for library use only to asses who is using the product. Set up will take up to 2 weeks and is submitted to S&P once a week, Click link above to fill out request form. Account requests will be sent to S&P on Tuesdays and may take up to 10 business days for processing.

Hoovers (D&B Hoovers) This link opens in a new window
Business database providing company overviews on millions of companies. Records for publicly traded companies include financials. Having trouble accessing Hoovers? Use your browser's incognito or private mode. This option is usually located in a drop down menu accessed from three dots or lines on the top right. Alternatively try a browser you never or rarely use or clear the cookies from your browser of choice. THE DATABASE IS NOT DOWN -- the issue is related to cookies stored in browsers.
IBISWorld This link opens in a new window
Industry and market insights, comprehensive data and in-depth analysis. Reports include key statistics, analysis on market characteristics, operating conditions, current and forecast performance, major industry participants, SWOT, and more. The majority of reports are for the US with approximately 75 global industries included.
BizMiner This link opens in a new window
Access to industry financial ratios and statistics on a national and regional level.
Data Axle This link opens in a new window
Basic information on more than 60 million U.S. and Canadian businesses. Can be searched by company name or lists can be created by searching industry, geography or size. Public, private and non-profit entities. Also features a jobs search option powered by indeed.

Investor Conference Calls

Fair Disclosure Wire (Link expires 3/13/26)
Searchable transcripts of conference calls between c-level executives and financial analysts. Launch this search. Type in items in bold after pub(fair disclosure wire) AND ti(company name here)
Sample Fair Disclosure ire Search in ProQuest Central (Link expires 3/17/26))
Conference Call: What It Is, How It Works (Investopedia)
Not familiar with conference/investor calls? Read this short entry to learn what they are. Conference calls are helpful when researching publicly traded companies.

Analyst Reports & Research

J.P. Morgan Research This link opens in a new window
This database features thousands of analyst reports covering over 3,000 global companies and many industries. Derived from Morgan Markets – which is J.P. Morgan’s exclusive information for key clients and investors – these reports are made available to academic users for education and research purposes. Coverage is 2011 to current with a one week embargo. Lengthy reports cover equities and company performance, global and regional economics and financial strategy, foreign exchange, commodities, liquidity, and emerging markets. Replacement for Investext which was cancelled in July 2024.
NetAdvantage This link opens in a new window
Information on companies, executives, industries, stocks, bonds, funds, dividends, and S&P investment advice. Great source for Industry Surveys for large public industries. B2C and B2B
Hoovers (D&B Hoovers) This link opens in a new window
Business database providing company overviews on millions of companies. Records for publicly traded companies include financials. Having trouble accessing Hoovers? Use your browser's incognito or private mode. This option is usually located in a drop down menu accessed from three dots or lines on the top right. Alternatively try a browser you never or rarely use or clear the cookies from your browser of choice. THE DATABASE IS NOT DOWN -- the issue is related to cookies stored in browsers.

Company & Industry Info (Beyond Info Available from Financials Databases)

Gale Business: Insights This link opens in a new window
Explore the world's companies through company overviews, financial statements, market share reports, market research, SWOT analyses, company histories, country/territory overviews along with articles from academic, trade, and news sources.

Company Profiles in Business Source Elite
These profiles from MarketLine sometimes have SWOT.

IBISWorld This link opens in a new window
Industry and market insights, comprehensive data and in-depth analysis. Reports include key statistics, analysis on market characteristics, operating conditions, current and forecast performance, major industry participants, SWOT, and more. The majority of reports are for the US with approximately 75 global industries included.
Gartner This link opens in a new window
Provides current reports on computing, information technology and telecommunications issues, trends, news and statistics. Access is provided by ITS.

News

ProQuest Central This link opens in a new window
ProQuest Central is the largest single periodical resource available, bringing together complete databases across all major subject areas, including Business, Health and Medical, Language and Literature, Social Sciences, Education, Science and Technology, as well as core titles in the Performing and Visual Arts, History, Religion, Philosophy, and includes thousands of full-text newspapers from around the world.
Nexis Uni This link opens in a new window
Nexis Uni features more than 15,000 news, business and legal sources from LexisNexis -- including U.S. Supreme Court decisions dating back to 1790 -- with an intuitive interface that offers quick discovery across all content types, personalization features such as Alerts and saved searches and a collaborative workspace with shared folders and annotated documents.
Business Source Elite This link opens in a new window
Articles on business and management subjects from academic journals, trade publications and daily newspapers. Also includes Company Profiles.

Bloomberg.com Access Instructions
RIT has free access to Bloomberg.com through January 2026.

Bloomberg Terminals in Saunders College of Business

Bloomberg Terminals
Source for options and other equity and market data. Bloomberg Terminals are located in the Saunders College of Business in the Sklarsky Center for Business Analytics (LOW-1225) and are supported directly by the Saunders College of Business through the above link.

Company Ratios

NOTE: Availability of ratios vary. Not all ratios will be available in these products. It is possible some pre-calculated ratios are not available at all and you will need to calculate them.

Hoovers (D&B Hoovers) This link opens in a new window
Business database providing company overviews on millions of companies. Records for publicly traded companies include financials. Having trouble accessing Hoovers? Use your browser's incognito or private mode. This option is usually located in a drop down menu accessed from three dots or lines on the top right. Alternatively try a browser you never or rarely use or clear the cookies from your browser of choice. THE DATABASE IS NOT DOWN -- the issue is related to cookies stored in browsers.
Gale Business: Insights This link opens in a new window
Open your company record and look for Ratios under Financial Performance.
NetAdvantage This link opens in a new window
Information on companies, executives, industries, stocks, bonds, funds, dividends, and S&P investment advice. Great source for Industry Surveys for large public industries. B2C and B2B
Capital IQ Database Link for Already Registered Account Holders (beta for Spring 2025) This link opens in a new window
Capital IQ is an advanced finance database from Standard & Poor's which adds to data already found in NetAdvantage. Access is limited to temporary accounts set up through the business librarian. Already registered account holders for teh current semester use this link. Others use the Request form or email jlfwml@rit.edu to request a temporary account.

How long accounts will be valid is yet to be determined. This will be based on demand.

Capital IQ Request Form
Access is limited to temporary accounts set up through the business librarian. In Spring 2025 the library is testing procedures for a Fall 2025 launch. S&P will be provided with names and emails only for account set up. Cohort and location information is for library use only to asses who is using the product. Set up will take up to 2 weeks and is submitted to S&P once a week, Click link above to fill out request form. Account requests will be sent to S&P on Tuesdays and may take up to 10 business days for processing.

Industry Ratios