PresentationWall

advertisement
Company Financials:
Boston Beer (NYSE: SAM)
Mergent Online
1
Management Librarian in Troy
•
•
•
•
•
•
Colette Holmes
Email: [email protected]
Voice Mail: 518-276-8331
Folsom Library, 3rd floor North (341A)
Monday – Friday, 8:30 AM to 3:00 PM
Appointments Recommended
2
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
3
Ticker Symbols
• Identify publicly traded shares for
– Specific Stock
– Specific Market
Example: Boston Beer
Ticker: SAM
Exchange: NYSE
4
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
5
Public Companies
•
•
•
•
•
•
Example – Boston Beer
Ticker Symbol - sam
Sells stock
Traded on stock exchange(s) - NYSE
Must report to SEC
Information is public record
6
Private Companies
•
•
•
•
•
Example – Dunkin Donuts
Privately owned
Do not sell stock to public
Do not file with government
Very difficult to research
7
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
8
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
9
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
10
http://library.rpi.edu/setup.do
articles-journals tab
11
Alphabetized Database List
Click M for Mergent
12
Mergent Entry in Databases List
red r means licensed
13
Basic Search Page
Target
Audience
Searches
Industry
Code
Searches Symbol
or Company Name
14
Basic Search for Ticker, SAM
Target
Universe
Drop Down List
Search Results
Enter Ticker
Symbol, SAM.
15
Brief Search Result Display
Boston Beer Entry at
Top. Click on it.
16
Boston Beer (NYS: SAM) Entry
Navigation
Tabs
Company Details
Entry
17
Company Details – Default Tab
18
Navigation Search Tabs
Navigation Tabs Are
–
–
–
–
–
–
–
–
–
Company Details
Executives
Company Financials
Equity Pricing
Reports
Filings
News
Competitors
Report Builder
We Will Focus On
– Company Financials
– Competitors
– Report Builder
19
Company Navigation Tabs
20
Company Financials
Company
Financials
Tab
Pull Down
for
Financials
21
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
22
Customized Output - Basics
Company
Analysis List
My
Mergent
Tools
Excel
Download
23
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
24
Report Builder Tab
Report Builder
Tab
25
Mergent’s Calculated Ratios
Ratios Link
26
Mergent’s Ratio Categories
•
•
•
•
Profitability
Liquidity
Asset Management
Per Share
May Also See in Other Company Info Sources
• Other Categories such as Coverage, Operating, …
27
Ratios Categorized
Example Profitability Ratios
28
Mergent’s Competitors Tab
Create Competitor
Report
29
Same Primary NAICS
Another Route to Competitors
30
Primary NAICS Is 312120
31
Primary NAICS Search – US Companies
Primary
NAICS
312120
US
Companies
32
NAICS Search Results
NAICS “Competitors” Search
111 Companies; 13 Public
33
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
34
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
35
Company Databases
•
•
•
•
•
Mergent Online
LexisNexis Academic
Net Advantage
Business Source Premier
Business & Company Resource Center
36
Download
Related flashcards

Posse schools

11 cards

Marshall Scholars

71 cards

Create Flashcards