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Company Information Look Up: A to Z Topics
Posted:
Mar 1,
2013
- Colette Holmes, Management Librarian
Voice Mail: 276-8331, E-Mail: holmec@rpi.edu
Please call ahead for an office appointment.
RCS ID and Password
- Used by most students, faculty and staff to access most
library services, including your library records, off-campus
access to electronic resources and interlibrary loan
(ILLiad).
- Same username and password that is used to access your
Rensselaer email
-
Click to see
Sample Logon Window for Off-Campus Access
-
Use a copy of this web page to navigate the
resources listed here.
10-K Reports
- For an introduction to 10-K reports and other SEC
Filings, see
SEC Filings.
-
Mergent Online.
Click Government Filings tab. > Under Company Search.
Select Ticker radio button. Enter Ticker. > Under Filing
Date Search, select radio button for date range. As an
example If today were (2/26/2013), Enter FROM 01/01/2012 TO
02/26/2013). > From Filing Type pulldown, select 10 K.
Click Search button.
Annual Reports
Background
Annual reports are distributed to stock holders of public
companies. These reports summarize a company's financial
status, review accomplishments for the preceding year, and
discuss plans and outlook for the future.
-
Gale Business Insight: Essentials .
From home page in the large Search box, enter Company Ticker
such as KO for Coca Cola. Click on Search button. From the
main frame, click on Company Profile for Coca Cola. Click on
link for company's home page. Click on Investor or Investor
relations link. Look for link to Annual Reports.
Associations
-
Gale Business Insights: Essentials.
From home page in the large Search box, enter an Industry
NAICS, for example, 312111. Click on Search button. Under
Soft Drink Manufacturing Profile, click on Associations
link.
Balance Sheet
A quantitative summary of a company's financial condition at
a specific point in time, including assets, liabilities and net
worth. (InvestorWords)
Reading a Balance Sheet (The Free Library)
-
Mergent Online.
In the Company Search box, enter ticker symbol. Click Go
button. Click company's link in search results. Click on
Company Financials tab. From pull downs select Annuals;
Balance Sheet; Time coverage (3, 5, 7, 10, or 15 years); and.
Click check box next to Show Footnotes. Click on Refresh
button.
Board of Directors, Age, Affiliation.
-
Mergent Online.
Click Government Filings tab. > Under Company Search,
select Ticker radio button. Enter Ticker. > Under Filing
Date Search, select radio button for date range. As an
example If today were (2/26/2013), Enter FROM 01/01/2012 TO
02/26/2013). > From Filing Type pulldown, select 10 K.
Click Search button. Under View Documents, click Microsoft
Word icon. Under View Documents, click Microsoft Word icon.
View document for 10-K, Part III, Item 10, Directors,
Executive Officers.
Brands
-
Gale Business Insights: Essentials.
From home page in the large Search box, enter Company Ticker
such as sbux for Starbucks. Click on Search button. From the
main frame under Company Profile for Starbucks, click on
Brands.
Cash Flow
Measure of a company's financial health. Equals cash
receipts minus cash payments over a given period of time; or
equivalently, net profit plus amounts charged off for
depreciation, depletion, and amortization. (InvestorWord.com)
Reading a Cash Flow Statement (moneychimp)
-
Mergent Online.
In the Company Search box, enter ticker symbol. Click Go
button. Click company's link in search results. Click on
Company Financials tab. From pull downs select Annuals; Cash
Flow; Time coverage (3, 5, 7, 10, or 15 years); and. Click
check box next to Show Footnotes. Click on Refresh
button.
Company's Web Site
-
Gale Business Insights: Essentials
.
From home page in the large Search box, enter Company Ticker
such as KO for Coca Cola. Click on Search button. From the
main frame, click on Company Profile for Coca Cola. Click on
link for company's home page.
Compensation
-
Mergent Online.
Click Government Filings tab. > Under Company Search,
select Ticker radio button. Enter Ticker. > Under Filing
Date Search, select radio button for date range. As an
example If today were (2/26/2013), Enter FROM 01/01/2012 TO
02/26/2013). > From Filing Type pulldown, select 10 K.
Click Search button. From the Filing Type pull down menu,
select 10-K. Click on Search button. Under View Documents,
click Microsoft Word icon. View document for 10-K, Part III,
Item 11, Directors, Compensation.
-
Mergent Online.
Click Government Filings tab. > Under Company Search,
select Ticker radio button. Enter Ticker. > Under Filing
Date Search, select radio button for date range. As an
example If today were (2/26/2013), Enter FROM 01/01/2012 TO
02/26/2013). > From Filing Type pulldown, select 10 K.
Click Search button. From the Filing Type pull down menu,
select Proxies, Information Statement. Click on Search
button. Under View Documents, click Microsoft Word icon. View
document for DEF-14A. If there is more than one DEF14A, first
look at the proxy with the most pages.
Competitors
-
Mergent Online.
In the Company Search box, enter ticker symbol. Click Go
button. Click company's link in search results. Click on
Competitors tab.
-
LexisNexis Academic.
In left frame, click Companies. From left frame, click
Company Dossier. Enter ticker symbol. Click Find button.
Overview page will display. In left frame, click
Competitors
Consolidated Financials
Combined financial statements of a parent company and its
subsidiaries. Because consolidated financial statements present
an aggregated look at the financial position of a parent and
its subsidiaries, they enable you to gauge the overall health
of an entire group of companies as opposed to one company's
standalone position. (
Investopedia.com)
-
Mergent Online.
Click Government Filings tab. > Under Company Search,
select Ticker radio button. Enter Ticker. > Under Filing
Date Search, select radio button for date range. As an
example If today were (2/26/2013), Enter FROM 01/01/2012 TO
02/26/2013). > From Filing Type pulldown, select 10-K.
Click on Search button. Under View Documents, click Acrobat
PDF icon. View document for 10-K, Part III, Item 8,
(Financial Statements and Supplemental Data). li>
Description of Business
-
Mergent Online.
Click Government Filings tab. > Under Company Search,
select Ticker radio button. Enter Ticker. > Under Filing
Date Search, select radio button for date range. As an
example If today were (2/26/2013), Enter FROM 01/01/2012 TO
02/26/2013). > From Filing Type pulldown, select 10-K.
Click on Search button. Under View Documents, click Microsoft
Word icon. View document for 10-K, Part I, Item 1, Business.
.
Employees (Domestic/Foreign)
-
Mergent Online.
Click Government Filings tab. > Under Company Search,
select Ticker radio button. Enter Ticker. > Under Filing
Date Search, select radio button for date range. As an
example If today were (2/26/2013), Enter FROM 01/01/2012 TO
02/26/2013). > From Filing Type pulldown, select 10-K.
Click on Search button. Under View Documents, click Microsoft
Word icon. View document for 10-K, Part I, Item 1, Business.
.
Exchange(s) Traded on
-
Mergent
.
Click on Company button. Enter company name or ticker
symbol. Click on Search button. Click on Company link that
best matches your search. Click for Ticker (Stock Exchange).
Look for Ticker and Exchange in upper right corner.
Financial Ratios
For an introduction to Financial Ratios, see the Financial
Ratios Web Page.
-
Mergent Online
In the Company Search box, enter ticker symbol. Click Go
button. Click company's link in search results. Click on
Company Financials tab. Click on Ratios link. Click on Time
Coverage (3, 5, 7,10, or 15 years. Click Refresh.
Fiscal Year Ends
-
Gale Business Insight: Essentials
.
From home page in the large Search box, enter Company Ticker
such as KO for Coca Cola. Click on Search button. From the
main frame, click on Company Profile for Coca Cola. Click on
link for company's home page. See Fiscal Year (Ends) in left
column.
Geographic Operations Area
-
Mergent Online.
Click Government Filings tab. > Under Company Search,
select Ticker radio button. Enter Ticker. > Under Filing
Date Search, select radio button for date range. As an
example If today were (2/26/2013), Enter FROM 01/01/2012 TO
02/26/2013). > From Filing Type pulldown, select 10 K.
Click Search button Under Filing Type, select 10-K. Click on
Search button. Under View Documents, click Adobe PDF icon.
View document for 10-K, Part I, Item 2, Properties. .
-
Mergent Online
In the Company Search box, enter ticker symbol. Click Go
button. Click company's link in search results. Under Company
Details tab, click on Property link.
History
-
Gale Business Insight: Essentials
.
From home page in the large Search box, enter Company Ticker
such as KO for Coca Cola. Click on Search button. Click
Company Details tab. Under Details, click History.
-
Mergent Online
In large search box, enter Company Name. Click Search
button. Click Details. See History link under Details.
Income Statement
A financial statement that measures a company's financial
performance over a specific accounting period. Financial
performance is assessed by giving a summary of how the business
incurs its revenues and expenses through both operating and
non-operating activities. It also shows the net profit or loss
incurred over a specific accounting period, typically over a
fiscal quarter or year. (
Invetopedia.com)
Understanding
a Company's Income Statement (factbites)
-
Mergent Online.
In the Company Search box, enter ticker symbol. Click Go
button. Click company's link in search results. Click on
Company Financials tab. From pull downs select Annuals;
Income Statement; Time coverage (3, 5, 7, 10, or 15 years);
and. Click check box next to Show Footnotes. Click on Refresh
button.
Incorporation State
-
Mergent Online
.
In the Company Search box, enter ticker symbol. Click Go
button. Click company's link in search results. In the blue
shaded area near top, see Incorporation State.
Incorporation Year
-
Mergent Online
.
In the Company Search box, enter ticker symbol. Click Go
button. Click company's link in search results. See
information in the blue shaded area at top.
Job Information
Legal Proceedings
-
Mergent Online.
Select US Company Database Active. Click Government Filings
tab. > Under Company Search, select Ticker radio button.
Enter Ticker. > Under Filing Date Search, select radio
button for date range. As an example: If today were
(2/26/2013), Enter FROM 01/01/2012 TO 02/26/2013). > From
Filing Type pulldown, select 10 K. Click Search button. Click
on Search button. Under View Documents, click Microsoft Word
icon. View document for 10-K, Part I, Item 3, Legal
Proceedings. .
Market Share
- Ratio of revenue of company's product or product line to
the total market revenue for that product or product
line.
- Expressed as a percentage.
- Can be computed for local, state, national or
international level.
-
Gale Business Insight: Essentials
From home frame in large search box, enter Company Ticker
such as sbux for Starbucks. Click on Search button. From the
main frame under the company profile for Starbucks, click on
Market Share Reports enter Company Name in large search box.
Click Search button. In left frame, review links for Market
Share Reports.
Market Value (Capitalization)
-
Mergent Online
In the Company Search box, enter ticker symbol. Click Go
button. Click company's link in search results. In shaded
areas, at top of page, look for Market Cap.
Mission Statement
-
Google
Do a Google search for the company name and the phrase,
"mission statement" OR Google the company's web site. Look
for Mission Statement.
Official Corres. Address
-
Mergent Online
.
In the Company Search box, enter ticker symbol. Click Go
button. Click company's link in search results. In shaded
areas at top of page, look for Address information.
Operating Officers, etc.
-
Mergent Online.
Select US Company Database Active. Click Government Filings
tab. > Under Company Search, select Ticker radio button.
Enter Ticker. > Under Filing Date Search, select radio
button for date range. As an example: If today were
(2/26/2013), Enter FROM 01/01/2012 TO 02/26/2013). > From
Filing Type pulldown, select 10 K. Click Search button. Click
on Search button. Under View Documents, click Microsoft Word
icon. View document for 10-K, Part I, Item 3, Legal
Proceedings.
Patents & Intellectual Property
LexisNexis Academic
From left frame, click Companies link. From left frame, click
Company Dossier link. Enter company ticker symbol in Ticker
search box. Click Find button in left frame, click Intellectual
Property Information.
For additional information: Patents
Web Page
Price per Share
Question: What is the Market Price Per Share and How do you
Calculate it?
Answer: The market price per share of stock or the price per
share of stock is a current measure of price not an accounting,
or historical, measure of the value of stock like the book
value per share, which is based on the information from a
company's balance sheet. The market price per share is a
financial metric that investors use to determine whether or not
to purchase a stock.
Calculation of Market Price Per Share
There are several steps you must take in order to calculate
the market price per share. The first step is to determine the
date on which you want to calculate the market price per share.
The second step is to find the price on that particular date.
You can look at the company's monthly, quarterly, or annual
report to get the stock price on that particular date.
Third, you must consider the preferred stock, if any, that
this company owns. If the company owns and has paid dividends
on its preferred stock, subtract those dividends from the stock
price you have found from the financial report. Fourth,
determine the number of shares of stock outstanding by looking
at the company's quarterly or annual report.
After you have gone through these four steps, you have the
information you need to calculate the market price per share.
Step 3 gives you the numerator of the equation and Step 4 gives
you the denominator of the equation:
Market Price Per Share = Net Income - Preferred
Dividends/Number of Shares of Common Shares Outstanding =
$________
Rosemary Peavler About.com Guide
Primary SIC (NAICS)
Make sure that the primary SIC or NAICS for your industry
matches the primary SIC or NAICS for your companies.
Public Companies
-
Mergent Online .
In the Company Search box, enter ticker symbol. Click Go
button. Click company's link in search results. Near top
center of page, look for Primary SICs and NAICS codes.
Private Companies
Products (Brands)
-
Mergent Online.
Click Government Filings tab. > Under Company Search,
select Ticker radio button. Enter Ticker. > Under Filing
Date Search, select radio button for date range. As an
example: If today were (2/26/2013), Enter FROM 01/01/2012 TO
02/26/2013). > From Filing Type pulldown, select 10 K.
Click Search button Select 10-K. Under View Documents, click
Microsoft Word icon. View document for 10-K, Part I, Item 1,
Business.
Property: Geographic Operations Area
-
Mergent Online.
Click on Government Filings tab. Under Company Search, click
on ticker symbol radio button and enter ticker. From Filing
Date Search section, select radio button for Last 12 Months.
From the Filing Type pull down menu, select 10-K. Click on
Search button. Under View Documents, click Microsoft Word
icon. View document for 10-K, Part I, Item 2,
Properties.
-
Mergent Online
In the Company Search box, enter ticker symbol. Click Go
button. Click company's link in search results. From Company
Financials tab, click on Property link.
Publicly Traded Since
- Google search for (company name + "publicly traded since"
+ history).
- Search also History section.
Rankings
-
Gale Business Insights: Essentials
From home page in the large Search box, enter Company Ticker
such as KO for Coca Cola. Click on Search button. From the
main frame under Company Profiles for Coca Cola, click on
Rankings.
Remuneration See also Compensation.
- Under Company Search, select Ticker radio button. Enter
Ticker. > Under Filing Date Search, select radio button
for date range. As an example: If today were (2/26/2013),
Enter FROM 01/01/2012 TO 02/26/2013). > From Filing Type
pulldown, select 10 K. Click Search button. Under View
Documents, click Microsoft Word icon. View document for 10-K,
Part III, Item 11, Remuneration.
SEC Filings
SEC (U. S. Security and Exchange
Commission)
- Government agency formed in 1934.
- Regulates stock market and prevents abuses relating to
offering and sale of securities and corporate reporting.
(Wikipedia)
SEC Filings
- SEC requires public companies (companies selling stock)
to file quarterly (8-K) and annual reports (10-K), as well as
other periodic reports.
-
SEC EDGAR to find the
company's 10-K report.
Under Filings & Forms, click on Search for Company
Filings link. Click on link beginning with Company or fund
name, ticker symbol… Enter ticker symbol in CIK or Ticker
Symbol box. Click Find Companies button. A list of SEC
filings for the company will display. Enter 10-K in Filing
Type box. Click on Search button. In Format column, click
Documents button for most recent 10-K report.
-
Mergent Online.
Under Company Search, select Ticker radio button. Enter
Ticker. > Under Filing Date Search, select radio button
for date range. As an example: If today were (2/26/2013),
Enter FROM 01/01/2012 TO 02/26/2013). > From Filing Type
pulldown, select 10 K. Click Search button. Under View
Documents, click Microsoft Word icon. View document for 10-K,
Part III, Item 11, Remuneration.
Secondary SIC (NAICS)
Please note: In many cases, secondary SIC and NAICS are
assigned by the commercial database vendor based on the company
business description. These codes can vary from
source-to-source.
Shares Outstanding - 10-Q
-
Mergent Online.
Click Government Filings tab. Under Company Search, select
Ticker radio button. Enter Ticker. From Filing date radio
button, select Last 12 months. From Filing Type pulldown,
select 10-Q. Look at most recent Adobe document. Do a search
within document for phrase, Shares Outstanding.
Stock Exchange Web Sites
Stock Ticker See Ticker Symbol
-
LexisNexis Academic
From left frame, click Companies link. From left frame,
click Company Dossier link. Enter company name in search box.
Click Find button. Find company name is search results. See
Ticker in parentheses next to company name.
- You will find company ticker symbols along with other
company information in company databases such as Mergent
Online, Lexis-Nexis Academic, Gale Business Insights.
Strategy Statement
-
Google a Company's Web
Site.
Do a Google search for "strategy statement" and "company's
name" OR Google the company's website and look for a strategy
statement.
Telephone Number
-
Mergent Online
.
In the Company Search box, enter ticker symbol. Click Go
button. Click company's link in search results. See the
telephone number in the upper shaded section of company
page.
Ticker Symbols
- You will find company ticker symbols along with other
company information in company databases such as Mergent
Online, Lexis-Nexis Academic, Gale Business Insights.
-
LexisNexis Academic
From left frame, click Companies link. From left frame,
click Company Dossier link. Enter company name in search box.
Click Find button. Find company name is search results. See
Ticker in parentheses next to company name.
Values Statement
-
Google
Do a Google search for the company name and the phrase,
"values statement" OR browse the company's website for a
values statement.
Vision Statement
-
Google
Do a Google search for the company name and the phrase,
"vision statement" OR browse the company's website for a
vision statement OR browse the and look for the vision
statement.
Year Founded
-
Goggle search: As an example to
find the year that Starbucks was founded, do a search for
("starbucks was founded in" + history)
- Consult sources in History
section of Company Information Lookup.
Colette Holmes (holmec@rpi.edu), Management Librarian,
Rensselaer Librarian Troy, NY
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