Research Guides: Equities: Overview

Recommended Resources

FactSet This link opens in a new window
Find global equity data and analytics. Select Company/Security from the menu or search by company name or ticker. Select company snapshot from the results. Banks include a Branch Footprint and REITs include Properties and Top Tenants.
Restricted to only current SMU students, faculty & staff. Apply for an account and a business librarian will review your request. Database works best with Chrome.
Use the FactSet Excel add-in for additional data functionality, available from a limited number of dedicated computers in the Business Library that don't require an individual account.
View the Finding Financials tutorial for more insights.
Bloomberg
Covers global equities with comprehensive, in-depth current and historical financials. Press the <EQUITY> key to see the menu of options. Or enter {Ticker} <EQUITY> to see a company's equity menu. Includes sophisticated charting tools.
Restricted to only current SMU students, faculty & staff. Available only in the Business Library on the lower level of Hamon Arts Library. Use the Excel Add-In to obtain and organize Bloomberg data in spreadsheets. Information about the Bloomberg Certification program.
Capital IQ This link opens in a new window
Provides global public and private companies. Search by ticker or company name to find financial transactions, business relationships, filings and investments, includes sophisticated charting tools.
Restricted to only current SMU students, faculty & staff. Ask a Business Librarian for an individual login. Also available in the Business Library on the lower level of Hamon Arts Library. Use the S&P Capital IQ Excel add-in for additional data functionality. Available from a limited number of dedicated computers.
View the Company Investment Data in Capital IQ tutorial for more insights.
NetAdvantage This link opens in a new window
Search by company name or ticker to see people, financials and research. Create charts with stock prices and other data. Less financials than Capital IQ except for the research.
If NetAdvantage asks for a log in, please clear your history, cache and cookies, or use a different browser to access the database.
Value Line Research Center This link opens in a new window
Search by name or ticker in top box and select from autofill menu. Select PDF Reports to see the one-page print version issued every 13 weeks.
Mergent Online This link opens in a new window
Find current and historical financials for public companies and 30 years of stock prices.
Most data can be exported to Excel. Full company reports and tear sheets are printable in PDF format. View the Finding Financials tutorial for more insights.

Yahoo! Finance
Access freely available information on many types of investing including stocks, funds, and currencies.

Advanced Equity Resources

Morningstar Direct
Type ticker symbol in box at top to see a report including analysis, performance, and ownership.
Restricted to only current SMU students, faculty & staff. Available only in the Business Library on the lower level of Hamon Arts Library. Allows for 38 simultaneous users. ***NOTE: To access Morningstar Direct, sign in with the username and password found in the Box folder.***
WRDS This link opens in a new window
Download large sets of financial data for analysis. Access COMPUSTAT North America, CRSP, I/B/E/S and more.
Restricted to only current SMU students, faculty & staff. Account required and limited to faculty, staff, PhD and Masters students. Undergraduates can apply for a 3-day pass that works on campus. Subscription datasets include Capital IQ, COMPUSTAT, CRSP, Datastream, Eventus, Guidance Feed, I/B/E/S, ISS, Mergent FISD, OptionMetrics, TAQ and Thomson/Refinitiv 13F Ownership, Mutual Fund Ownership, and Insider Data.
Capital IQ Pro This link opens in a new window
Select data by markets & deals or by industries for banking, financial services, insurance and commercial and residential mortgage.
Restricted to only current SMU students, faculty & staff. Ask a Business Librarian for an individual login. Within Capital IQ, existing users can use the S&P Capital IQ Pro link in the top-right corner.

Alpha Vantage Stock API
APIs for stocks, currencies, forex, cryptocurrencies, and technical indicators.

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Melissa Johnson

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Subjects: Business

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