A quick guide to finding company financials
28/11/2024
Financial sources can be extremely useful to any company research, giving anything from straight figures to an insight into company structure, ownership and strategy. Try the following resources:
Fame
Use for financial data and ownership information on UK and Irish companies, both public and private. No full-text analysis is provided. Fame will give you financials – including balance sheets, profit and loss accounts and key financial ratios. Fame also gives details of company SIC codes (standard industrial classification) which can then be used to identify other firms in the same sector. From within any company report, access Financials via the Table of Contents on the left.
Capital IQ
Financials are available for both publicly quoted and private companies worldwide, though more financial information is generally available for publicly quoted companies.
To look for a company, type its name in the top search bar. Select the company name from the list to access the profile screen. Using the left-hand menu you can view and download further information on the company profile, structure, financials, estimates, peer analysis, M&A deals, etc.
The Financials/Valuations options on the left-hand menu provide access to a wide variety of financial variables. Data can be downloaded in various formats.
First time users need to register for an account. Find out how here.
Bloomberg
Bloomberg users can access company financials for listed companies worldwide via its Financial Analysis section. Find the company you are interested in, then type FA <Enter> for comprehensive financial data. Use the tabs above the table to select the figures required. Segment and ESG data is also available here. Export to PDF or Excel.
Bloomberg can be accessed via the SOM Library’s Bloomberg Suite. Please book your terminal in advance here. Details on how to set up your account are available in this blog post.
Workspace
Find your company on Workspace and then, from the company profile, select the Financials tab. Worksheets can be exported to Excel.
First time users need to register for Workspace. Find out more here.
All of our financial resources, including those mentioned above, can be accessed via our dedicated online business resources page for financials here. If you have any questions about sourcing company financials, please contact the School of Management Library.
Feature image from Pixabay. Available at: https://cdn.pixabay.com/photo/2016/09/19/18/30/calculator-1680905_960_720.jpg
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