On the Screening tab, select Companies to see a vast array of points for selecting criteria. Customize columns from the results screen. From the Screening tab, choose Transactions to select criteria for PE/VC, M&A, private placement, fixed income and more.
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.
Select Screening from the menu to screen by equity, debt, ETF, activism/governance, or by regulatory bank. Select Idea Screening from the main menu to screen by companies, IPOs, PE/VC, and M&A.
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.
Bloomberg
Provides comprehensive equity screening tools. Use <EQS> to screen for equities, <FSRC> for funds, and <SRCH> for the fixed income search tool.
Available in the Duda Family Business Library. Use the Excel Add-In to obtain and organize Bloomberg data in spreadsheets. Information about the Bloomberg Certification program.
Morningstar Direct
From Global Databases, select stocks to see many sortable categories of information for each equity. Use Investment List to screen for equities. Spreadsheets contain many sortable categories of information.
Available in the Duda Family Business Library. Allows for 38 simultaneous users. ***NOTE: To access Morningstar Direct, sign in with the username and password found in the Box folder.***
Click on Find Ideas and then Screener to find stocks. Use the left-side menu to limit by criteria including Value Line ratings. Select Fund Advisor Plus to screen for mutual funds.
Use Advanced Search to screen for companies. Put OR searches (US OR Canada) first, then other criteria added with AND.
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.
Use the Advanced Search to screen for companies, investors, VC fundings, M&A deals, or PE deals by a variety of criteria.
Frequent users will want to create an academic account using your SMU email address.
What is screening?
Many databases allow you to find results that match your criteria. For example, stocks in a certain industry that have a chosen market cap. These tools are often in a separate place from the main search screen when you open the database.
