Company Financials:
Boston Beer (NYSE: SAM)
Mergent Online
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Management Librarian in Troy
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Colette Holmes
Email: holmec@rpi.edu
Voice Mail: 518-276-8331
Folsom Library, 3rd floor North (341A)
Monday – Friday, 8:30 AM to 3:00 PM
Appointments Recommended
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Passwords & Tech Help
– Your RCS Userid and Password
– One sign on for most library services
– Available from VCC Help Desk
– Contact consult&rpi.edu
Sample Logon Window for Off-Campus Access
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Ticker Symbols
• Identify publicly traded shares for
– Specific Stock
– Specific Market
Example: Boston Beer
Ticker: SAM
Exchange: NYSE
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Ticker Symbol Look Up
• Google Ticker “Look Up” sites
– Quicken ticker look up
– Yahoo ticker look up
• Google Company’s Web Site
• “Ticker Symbol” article in Wikipedia
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Public Companies
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Example – Boston Beer
Ticker Symbol - sam
Sells stock
Traded on stock exchange(s) - NYSE
Must report to SEC
Information is public record
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Private Companies
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Example – Dunkin Donuts
Privately owned
Do not sell stock to public
Do not file with government
Very difficult to research
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SEC Filings
• SEC = Securities and Exchange Commission
• US Government Agency
• Public companies must file with SEC:
– Disclose financial and other types of information
– Wealth of information in public domain
– Added value to commercial databases such as
Mergent Online
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SIC & NAICS Codes
• Numeric Codes Assigned to:
– Companies (Both Public & Private)
– Industries
• Example:
– Boston Beer & Brewery Industry
• NAICS 312120 (Breweries)
• SIC 2082 (Malt Beverages)
• Codes are U.S. Based
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SIC & NAICS Searches
• Helps collect and classify data
• Searches by industry or company:
– In Company Databases
• Example: Mergent Online
– In Government Sources
• Economic Census (Industries Only)
• SIC/NAICS vary across information sources
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http://library.rpi.edu/setup.do
articles-journals tab
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Alphabetized Database List
Click M for Mergent
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Mergent Entry in Databases List
red r means licensed
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Basic Search Page
Target
Audience
Searches
Industry
Code
Searches Symbol
or Company Name
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Basic Search for Ticker, SAM
Target
Universe
Drop Down List
Search Results
Enter Ticker
Symbol, SAM.
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Brief Search Result Display
Boston Beer Entry at
Top. Click on it.
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Boston Beer (NYS: SAM) Entry
Navigation
Tabs
Company Details
Entry
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Company Details – Default Tab
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Navigation Search Tabs
Navigation Tabs Are
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Company Details
Executives
Company Financials
Equity Pricing
Reports
Filings
News
Competitors
Report Builder
We Will Focus On
– Company Financials
– Competitors
– Report Builder
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Company Navigation Tabs
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Company Financials
Company
Financials
Tab
Pull Down
for
Financials
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Customized Output - Basics
• Excel Downloads
– From Search Results’ Page
• Company Analysis List - Up to 500
– Build as You Go
• My Mergent Tools
– Company Analysis List - Up to 500 companies
– Executive List
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Customized Output - Basics
Company
Analysis List
My
Mergent
Tools
Excel
Download
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More about Customized Reports
Report Builder Tab
– Custom Reports
• One or More companies
– Report Wizard
• Predefined Reports
– Comparison Reports for Peer Groups
• SIC, NAICS, or MIC – Industry Codes
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Report Builder Tab
Report Builder
Tab
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Mergent’s Calculated Ratios
Ratios Link
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Mergent’s Ratio Categories
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Profitability
Liquidity
Asset Management
Per Share
May Also See in Other Company Info Sources
• Other Categories such as Coverage, Operating, …
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Ratios Categorized
Example Profitability Ratios
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Mergent’s Competitors Tab
Create Competitor
Report
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Same Primary NAICS
Another Route to Competitors
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Primary NAICS Is 312120
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Primary NAICS Search – US Companies
Primary
NAICS
312120
US
Companies
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NAICS Search Results
NAICS “Competitors” Search
111 Companies; 13 Public
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Financial Ratios
• Library Pathfinder
• Ratio Books in Print in Folsom Library
RMA Annual Statement Studies
Folsom Library, Circulation Desk, 3 Most Current Years
Call Number : Ref HF5681.B2 R6x
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NAICS Ratios from RMA
• See RMA Statement Studies in Print at Folsom
See RMA Annual Statement Studies
Folsom Library, Circulation Desk, 3 Most Current Years
Call Number : Ref HF5681.B2 R6x
• Example: NAICS 11140 Wheat Framing
Sample Financial Ratios from RMA Statement Study
• Financial Ratio Benchmarks Introduction
– Good overview of ratios
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Company Databases
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Mergent Online
LexisNexis Academic
Net Advantage
Business Source Premier
Business & Company Resource Center
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