CRSP/ COMPUSTAT Merged
Link CRSP market and corporate action data with Compustat fundamental data; search by Permno, Permco (CRSP), and or GVKEY identifiers (Compustat). Search CRSP and COMPUSTAT time series data on companies and securities side by side, regardless of CUSIP or ticker changes.
Learn more about Center for Research in Security Prices, LLC (CRSP).
WRDS Access is available only to current UNC-CH faculty, students, and selected staff.
Need access? Go to https://wrds-www.wharton.upenn.edu and click on “REGISTER” in the upper right corner of the page.
UNC-CH users with additional password
LSEG Workspace
Source for information on publicly traded U.S. and international companies: summary financial data with links to company filings, key ratios actual and forward estimates, stock pricing data, key corporate events, officers and directors, analyst rating, ESG scores, and more. Add-on Modules available: Aftermarket Reports (AMR), Datastream, SDC Platinum.
- Datastream can be added to an LSEG Workspace account. Complete this form to request this module be added to your account: https://unc.libwizard.com/f/datastream-access. If you do not have an LSEG Workspace account, self-register for an account following the instructions here: https://guides.lib.unc.edu/go65062420. For help, contact: Researchassistance@unc.edu.
- SDC Platinum can be added to an LSEG Workspace account. Complete this form to request this module be added to your account: https://unc.libwizard.com/f/sdc-platinum-access. If you do not have an LSEG Workspace account, self-register for an account following the instructions here: https://guides.lib.unc.edu/go65062420. For help, contact: Researchassistance@unc.edu.
- LSEG Workspace: Users must first self-register with their UNC email for a user account before accessing this resource. Please consult: https://guides.lib.unc.edu/go65062420 for detailed directions on self-registering for a user account. For help, contact: Researchassistance@unc.edu.
UNC-CH users only
Capital IQ (Kenan-Flagler only)
In-depth financial information on publicly-traded companies and investment firms. Includes transactions in both the public and private capital markets as well as financial statement data, executives’ biographical characteristics, and deal or transaction specifics.
Data can be exported to Excel 
.
Because of licensing restrictions:
- Access to Capital IQ is restricted to current faculty, staff, and students of UNC Kenan-Flagler Business School.
- You MUST use your @kenan-flagler.unc.edu email address when requesting an account.
- Access through this website; DO NOT bookmark the S&P Capital IQ login page
- Login with your UNC Onyen from both on-campus and off-campus.
- ➡️ It’s HARD to access Capital IQ for the first time. Here’s How to Access Capital IQ. Questions? Contact Researchtools@kenan-flagler.unc.edu.
UNC Kenan-Flagler users only
https://spruce-lib-unc-edu.libproxy.lib.unc.edu/credentials/capitaliq.html
COMPUSTAT Global
Annual and quarterly of data for hundreds of data items, ratios and concepts covering thousands of publicly-traded companies in over 80 countries, including coverage of over 96% of European market capitalization and 88% of Asian market capitalization. Data for both current and inactive companies. 1987-present.
Learn more about COMPUSTAT Global from WRDS.
WRDS Access is available only to current UNC-CH faculty, students, and selected staff.
Need access? Go to https://wrds-www.wharton.upenn.edu and click on “REGISTER” in the upper right corner of the page.
UNC-CH users with additional password
COMPUSTAT North America
Fundamental financial data on thousands of active and inactive U.S. and Canadian companies. Data from SEC filings, standardized for better comparisons, and supplemented with additional data sources. Most data 1950-present.
Learn more about COMPUSTAT North America from WRDS.
WRDS Access is available only to current UNC-CH faculty, students, and selected staff.
Need access? Go to https://wrds-www.wharton.upenn.edu and click on “REGISTER” in the upper right corner of the page.
.
UNC-CH users with additional password
COMPUSTAT Snapshot
Preliminary and final data for annual, quarterly and year-to-date periods, minimizing lag assumptions and look-ahead bias. See information that was available at specific time points in history, with data values known by the market from preliminary announcements and final sources. 1986-present.
Manuals & overviews for COMPUSTAT Snapshot from WRDS.
WRDS Access is available only to current UNC-CH faculty, students, and selected staff.
Need access? Go to https://wrds-www.wharton.upenn.edu and click on “REGISTER” in the upper right corner of the page.
UNC-CH users with additional password
Datastream (LSEG Workspace)
Datastream (LSEG Workspace)
Includes daily pricing, volume, and performance information on equities, market stock and bond indices, macroeconomic data series, foreign exchange rates, daily and weekly interest rates, fixed income instruments, financial and commodity futures and options contracts. Time coverage varies, but many series are available in daily, weekly, monthly, quarterly, or annual intervals for up to 10 years or longer.
This was formerly available through Eikon.
Datastream is now a module that can be added to a LSEG Workspace account. Complete this form to request this module be added to your account: https://unc.libwizard.com/f/datastream-access.
If you do not have a LSEG Workspace account, self-register for an account following the instructions here: https://guides.lib.unc.edu/go65062420. For help, contact: Researchassistance@unc.edu.
UNC-CH users with additional password
Factiva
U.S. newspapers include the Wall Street Journal and other business titles. Great content, but can be difficult to search. Coverage dates vary.
Tech Note Go to Search / Search Builder to start searching.
See this search. (click on link to see annotated search screen)
More help from: Factiva User Guide from ProQuest.
UNC-CH users only
FactSet @ Kenan-Flagler Capital Markets Lab
- Financial data on 70,000+ public and private companies worldwide, with historical coverage for developed markets dating back to the 1980s and for emerging markets starting in the 1990s
- Close to 2,000 historical financial metrics data items for 70+ countries
- Historical financial data on 5,000 global indices, as well as fixed income, commodities, alternative investments markets and more
Access is limited to computers in the Kenan-Flagler Business School’s Capital Markets Lab, Room 2550 in the McColl Building.
UNC Kenan-Flagler Capital Markets Lab
IBES (via LSEG)
Historical earnings estimate database containing analyst estimates for over 20 forecast measures – including EPS (earnings per share), revenue, price targets, EBITDA and pre-tax profits. These measures are available on both consensus and detailed levels, covering both U.S. and international companies. Also includes buy-hold-sell recommendations. I/B/E/S = Institutional Brokers’ Estimate System.
Learn more about LSEG IBES from WRDS.
WRDS Access is available only to current UNC-CH faculty, students, and selected staff.
Need access? Go to https://wrds-www.wharton.upenn.edu and click on “REGISTER” in the upper right corner of the page.
UNC-CH users with additional password
https://wrds-www.wharton.upenn.edu/pages/get-data/ibes-thomson-reuters/
Mergent Historical Annual Reports
Contains annual reports in PDF for companies in the U.S., Canada, and some European countries. Coverage varies by company. Some reports are from more than 100 years ago.
UNC-CH users only
Orbis
Covers millions of publicly traded and privately held companies from around the world. Company records include directory facts, financial and ownership details, subsidiaries, names and titles for executives and directors, M&A deals, etc. Privately held companies do not have financial information.
From Bureau van Dijk.
See also: Orbis M&A
UNC-CH users only
Osiris
Contains information on over 110,000 publicly traded companies, banks, and insurance companies from around the world, including financial statement data. Provides ownership, subsidiaries, earnings estimates, stock data. Report formats reflect accounting procedures in the major world regions.
From Bureau van Dijk.
UNC-CH users only
Value Line Historical Estimates & Projections
This data set provides a variety of Value Line analysts’ estimates and 3-to-5-year projections for approximately 1,700 companies and industries–the same broad group covered by Value Line Investment Survey. Coverage is 1987 to 2011.
Among the variables included are:
- Value Line proprietary rankings (timeliness, safety, financial strength)
- Price performance indicators (beta, stability, growth persistence, earnings predictability)
- Year-ahead estimates (EPS, dividends), 3-to-5-year performance projections (appreciation, total return),
- Projected growth rates of key financial indicators
- Annual estimates of selected financial indicators
- Quarterly estimates of sales- EPS
- Aggregate information for around 90 industries.
UNC-CH users only
https://spruce-lib-unc-edu.libproxy.lib.unc.edu/content/dataservices/valueline/
Value Line Research Center
Investment research covering thousands of stocks, mutual funds, daily options, and convertible issues. The Value Line Investment Survey ranks stocks on many metrics and includes historical and projected prices, financials, and a quarterly analyst opinion. The Investment Education section includes a glossary, and the Value Line University introduces basics of investment, analysis, and the stock market.
UNC-CH users only