Macdonald-Kelce Library: Finance: Financial Statements

Financial Statement Analysis

Business Insights This link opens in a new window
Company and industry information, company fundamentals, investment research reports, industry ranking, company profiles, SWOT reports, and financial reports. along with scholarly and general business periodicals.
Tutorials
NetAdvantage This link opens in a new window
Combines quantitative and qualitative data for a 360° view of company performance over time with professional fully transparent information.
EDGAR SEC Filings This link opens in a new window
All companies, foreign and domestic, are required to file registration statements, 10-K and 10-Q.
TIP: Open [Filing] then click Interactive Data.
How to read a 10-K/10-Q
Market Atlas (formerly Mergent Online ) This link opens in a new window
Provides information on U.S. and foreign public companies and their Securities and Exchange Commission (SEC) filings.
You can still access the old version of Mergent Online which will cease publication June 30, 2025.

U.S. annual reports, current and historical, international annual reports and many tools to configure reports on company and industry analysis along with industry and country reports.
PitchBook This link opens in a new window
PitchBook is a data analytic tool for mergers & acquisitions, private equity and venture capital. The database has in depth analysis of private markets including industry intelligence, fundraising, investments, acquisitions, IPOs, fund performance and due diligence.
It is commonly used by finance professionals in investment banking, private equity, venture capital, and alternative asset management.
Morningstar Investment Center This link opens in a new window
Contains information on stocks, mutual funds, exchange traded funds (ETFs), markets and uses portfolio tools to evaluate investment performance, etc.
MorningStar Training
ValueLine This link opens in a new window
Source of information and advice on approximately 1,700 stocks, more than 90 industries, the stock market, and the economy.

Financial Background, SWOT and related company research news and articles

Business Source Complete: BSI This link opens in a new window
BSI allows users to easily locate company and industry information. Searching filters include: Industry Profiles, Market Research Reports, Country Reports,SWOT Analyses, and Trade Journals.
Business Insights This link opens in a new window
Company and industry information, company fundamentals, investment research reports, industry ranking, company profiles, SWOT reports, and financial reports. along with scholarly and general business periodicals.
Tutorials

The Bloomberg Terminal brings together real-time data on every market, breaking news, in-depth research, powerful analytics, communications tools and world-class execution capabilities — in one fully integrated solution.

There are two terminals in the Macdonald-Kelce Library IT Lab 106 and nine terminals in Sykes College of Classroom JS-135. Sykes Lab Hours

Bloomberg Terminal
by Nathan Schwartz - University of Tampa Last Updated Jan 17, 2025 481 views this year

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Finance

Financial Statement Analysis