Research Guides: ACCT 4307: Data Analytics for Accounting: Overview

Company Resources

Company websites
Navigate to a company website to search for recent news releases and SEC Filings.

Often links such as 'About Us' and 'Investor Relations' can provide useful internal company information. Be aware that all information is from the company’s point of view.

FactSet
Use the search icon on the left to search by company name or ticker. Select company snapshot from the results. Features data and analytics on Company/Security Analysis, bonds, mutual funds, Industry Analysis, News and Quotes, and company screening.

Use the charting feature to create charts using the data gathered.

Use the FactSet Excel add-in for additional data functionality, available from a limited number of dedicated computers in the Duda Family Business Library that don't require an individual account.
View the Finding Financials tutorial for more insights.
PitchBook
Discover detailed company profiles, equity research, and peer comps.

Screen for companies using the companies and deals screener, to determine detailed peer groups.

Mobile not included. Downloads limited to 10 records per day/25 records per month. Record typically defined as a single row of data in a spreadsheet.
Factiva
Click on 'Companies/Markets' across the top of the screen and then click on 'Company' to search for company profiles, competitor lists, key information, and links to recent news articles.

View the Finding News and Company Searching tutorials for more insights.
Mergent Intellect
Gather essential company profiles, including financial data and a competitors list through a single search.

To access First Research industry reports, click on First Research below the main search box and then, the orange Submit button on the left side of the page.
View the Company Searching tutorial for more insights.

Company Filings

FactSet
Select Filings from the main menu or search by company name or ticker to see filings. Use the Filings Wizard to download multiple filing types and for multiple companies. Compare filings and use Blackline Now to find changes.

Use the FactSet Excel add-in for additional data functionality, available from a limited number of dedicated computers in the Duda Family Business Library that don't require an individual account.
View the Finding Financials tutorial for more insights.

EDGAR
Search for company filings directly on the Securities and Exchange Commission (SEC) site in the Search Filings tab. Tutorials and resources can be found under the heading "EDGAR Search Assistance."

Capital IQ
Under a company's page, select SEC Filings from News, Events & Filings to download a variety of reports including Blackline, which shows changes.

Use the Capital IQ Excel add-in for additional data functionality, available from a limited number of dedicated computers in the Duda Family Business Library.
View the Company Investment Data in Capital IQ tutorial for more insights.
Gale Business: Insights
Find financial statements for multiple years with comparisons to competitors.

Article Resources

Factiva
Discover articles and news stories on companies from global publications.

View the Finding News and Company Searching tutorials for more insights.
Business Source Complete
Find scholarly research covering accounting, economics, finance, and international business.

View the Company Research and Industry Research tutorials for more insights.
Wall Street Journal

Access the default edition of Wall Street Journal and WSJ.com articles.
ABI/INFORM Collection
Business publications with a trade or industry focus
Library Search - Advanced
Articles, books, & media among SMU Libraries' collections & databases

Why Do I Need This Guide?

This assignment for Data Analytics for Accounting requires you to prepare a presentation on a company by analyzing its 10-K data and publicly available information to recommend a realistic strategy change to increase performance. In addition to pulling SEC Filings you will need to compare your company to selected peers and chart their performance. Start with the resources on this page.

Related Guides

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