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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 in the Business Library only. Use the Excel Add-In to obtain and organize Bloomberg data in spreadsheets. Information about the Bloomberg Certification program.
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. Available in the Business Library too. Use the S&P Capital IQ Excel add-in for additional data functionality. Available from a limited number of dedicated computers.
Please LOG OUT after using this database each time and works best with Chrome.
View the Company Investment Data in Capital IQ tutorial for more insights.
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.
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.
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 in the Business Library only. Allows for 38 simultaneous users. ***NOTE: To access Morningstar Direct, sign in with the username and password found in the Box folder.***
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, PhD and Masters students. Undergraduates can apply for a 3 day pass that works inside the Business Library. Subscription datasets include COMPUSTAT, CRSP, Eventus, Guidance Feed, I/B/E/S, ISS, Mergent FISD, OptionMetrics, TAQ and Thomson/Refinitiv 13F Ownership, Mutual Fund Ownership, Insider Data, and Datastream.
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. New users must first register via the New User sign up dropdown. Choose S&P Capital IQ Pro New User Sign Up and enter your SMU e-mail address to start the registration process. Not accessible on mobile devices and must use Chrome. If you are an existing S&P Capital IQ user, you may need to first log into Cap IQ and then use the S&P Capital IQ Pro link in the upper-right corner.
