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Refinitiv Workspace

February 28, 2022

Refinitiv Workspace is a resource for information on publicly traded US and international companies. Available information typically includes 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, and analyst reports (formerly Investext).

While Investext, now Aftermarket Reports, no longer exists as an independent database it is a module of the Refinitiv Workspace database. Aftermarket Reports contains the full-text, including tables, charts and other graphics, of industry and company reports written by analysts from more than 700 of the world’s investment banks. There are currently more than 8 million company reports and more than 1.2 million industry reports dating back to 1982. More than 5,000 reports are added each week. Reports are generally added 1 to 2 weeks after initial publication.

SPECIAL NOTE: Users are required to authenticate with their UNC onyen from both on-campus and off-campus.

SPECIAL NOTE: 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.

Please contact David Ernsthausen with any questions.

UNC-CH users only

https://guides.lib.unc.edu/go.php?c=65062420

Capital IQ (Kenan-Flagler only)

May 1, 2017

Capital IQ allows users to search for and screen for information on companies including in-depth financial information on publicly traded companies, information on investment firms, biographical information on corporate professionals, and transactions in both the public and private capital markets by a very wide range of company identification data, financial statement data, executive’s biographical characteristics, and deal or transaction specifics. 

Information can be exported to Excel.

 

The Capital IQ platform, in various forms, is deployed at over 1,800 investment banks, hedge/mutual funds, PE/VC firms, management consultancies, and Fortune 500 corporations. (Source Vendor Web site)

 

Special Note: Because of licensing restrictions:

Access to Capital IQ is restricted to current faculty, staff, and students of UNC Kenan-Flagler Business School.

Users MUST use their @kenan-flagler.unc.edu email address when requesting an account.

Users MUST access through UNC Kenan-Flagler  Research Tools & Library Resources web page. https://kenanflaglerresearchtools.web.unc.edu/research-resource/capital-iq-kenan-flagler-only/ DO NOT bookmark the S&P Capital IQ login page

Users will be required to enter their UNC onyen from both on-campus and off-campus. Then users will be able to enter their Capital IQ user id and password.

 

If you have any questions please contact David Ernsthausen.

 

 

UNC Kenan-Flagler users only

https://spruce-lib-unc-edu.libproxy.lib.unc.edu/credentials/capitaliq.html

COMPUSTAT Global

May 1, 2017

Annual and quarterly of data for hundreds of data items, ratios and concepts. Authoritative financial and market data covering publicly traded companies in more than 80 countries, representing over 90% of the world’s market capitalization, including coverage of over 96% of European market capitalization and 88% of Asian market capitalization. Data sets have been designed to reflect the varieties of actual reporting practices used across the globe, while allowing for minimal normalization and establishing consistency on an item by item basis for Non-North American companies. Data sourcing through alliances with two leading, local information providers in Asia-Pacific enhances Compustat coverage in this region demonstrating accurate accounting interpretation and expediency.

Compustat Global is accessed through a Wharton Research Data Services (WRDS) account.

Special Note: WRDS accounts will only be generated for current faculty, currently enrolled students (Ph.D., masters, and undergraduate), and selected current staff of UNC-Chapel Hill.

To fill out an on-line account request form go to https://wrds-www.wharton.upenn.edu/ and click on the “Register” tab in the upper right portion of the screen.

UNC-CH users with additional password

https://wrds-www.wharton.upenn.edu/

COMPUSTAT North America

May 1, 2017

Data includes more than 20 years of annual and 84 quarters of financial data on more than 10,000 companies that are currently in business. The database also includes 20 years of annual financial data for 8,500 companies that are bankrupt, went private, no longer report, or were liquidated. There are also 900 Canadian companies listed in the database. COMPUSTAT is intended solely for research and instructional purposes.

Compustat North America is accessed through a Wharton Research Data Services (WRDS) account.

Special Note: WRDS accounts will only be generated for current faculty, currently enrolled students (Ph.D., masters, and undergraduate), and selected current staff of UNC-Chapel Hill.

To fill out an on-line account request form go to https://wrds-www.wharton.upenn.edu/ and click on the “Register” tab in the upper right portion of the screen.

.

 

UNC-CH users with additional password

https://wrds-www.wharton.upenn.edu/

COMPUSTAT Snapshot

May 1, 2017

S&P Capital IQ’s Compustat Snapshot, researchers get a clear picture of preliminary and final data for annual, quarterly and year-to-date periods, minimizing lag assumptions and look-ahead bias. The database creates a historical investment environment by showing the information that was available at specific time points in history, with data values known by the market from preliminary announcements and final sources. Dates of coverage are 1968 to the present.

Compustat Snapshot is accessed through a Wharton Research Data Services (WRDS) account.

Special Note: WRDS accounts will only be generated for current faculty, currently enrolled students (Ph.D., masters, and undergraduate), and selected current staff of UNC-Chapel Hill.

To fill out an on-line account request form go to https://wrds-www.wharton.upenn.edu/ and click on the “Register” tab in the upper right portion of the screen.

UNC-CH users with additional password

https://wrds-www.wharton.upenn.edu/

Eikon (formerly Datastream International)

May 1, 2017

Eikon is a new name and interface for the former Datastream product. Eikon provides daily pricing, volume, and performance information on over 37,000 equities from 57 countries, 12,000 market stock and bond indices, 87,000 macroeconomic series from the International Financial Statistics of the World Bank, OECD and other central statistical offices, over 2,000 daily foreign exchange rates, 1,000 daily and weekly interest rate series, 68,000 fixed income instruments from 23 countries and more than 260 financial and commodity futures and options contracts. Series are acquired from national governments and banks, the Federal Reserve, the International Monetary Fund, OECD, the Economist Intelligence Unit (EIU) and other international agencies. Additional features include commodity prices, debt and equity information, exchange rates, interest rates, stock market indices, futures, options, and much more. Time coverage varies, but many series are available in daily, weekly, monthly, quarterly, or annual intervals for up to 10 years some are available for longer periods.

Special Instructions: Kenan-Flagler students and faculty should contact David Ernsthausen for access instructions. All other UNC users may contact Davis Library for access instructions.

UNC-CH users with additional password

Factiva

May 1, 2017

Factiva provides tools for searching and monitoring general news and company, industry, and other business information. The sources include newspapers, academic journals, trade journals, popular press magazines, transcripts of radio and television broadcasts and newswires. Factiva includes full-text of The Wall Street Journal, the New York Times and more than 10,000 other sources from more than 150 countries in more than 22 languages. Most publications are updated on the day of publication. But more than 400 of the 600+ newswires are updated continuously.

Special Notes:

Not all sources are available to Academic accounts. If you receive 0 results for any given Source search, it is likely that the source is not available to you.

UNC-Chapel Hill is allowed only FIVE (5) users at any time so PLEASE use the Logout button in the top right corner of the screen when you are finished.

The time out period for inactive viewing is 10 minutes.

UNC-CH users only

https://guides.lib.unc.edu/go.php?c=23609444

FactSet (Kenan-Flagler Only)

May 1, 2017

Factset is a complete solution for real-time analytics, research, and market data. FactSet’s business is built on the creative use of technology and dedication to client service. Their tools enable UNC Kenan-flagler students  to control and customize data and they are considered to be the gold standard in the financial industry.

Special Note: Because of License Restrictions, FactSet 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

I/B/E/S

April 28, 2017

Provides both summary and individual analyst forecasts of company earnings, cash flows, and other important financial items, as well as buy-sell-hold recommendations. In 2000, I/B/E/S was integrated with Thomson Financial / First Call. In 2012 First Call was discontinued.

I/B/E/S is accessed through a Wharton Research Data Services (WRDS) account.

Special Note: WRDS accounts will only be generated for current faculty, currently enrolled students (Ph.D., masters, and undergraduate), and selected current staff of UNC-Chapel Hill.

To fill out an on-line account request form go to https://wrds-www.wharton.upenn.edu/ and click on the “Register” tab in the upper right portion of the screen.

UNC-CH users with additional password

https://wrds-www.wharton.upenn.edu/

Mergent Historical Annual Reports

April 28, 2017

​Mergent Historical Annual Reports contains company annual reports from the U.S., Canada, and other mostly European countries from around the world. Over 1 million annual reports are included, some dating back over 100 years. In some cases when a company did not produce an “Annual Report” the company’s 10K is included instead. And in other cases both the “Annual Report” and the 10K are included. The documents are in pdf format.

UNC-CH users only

https://guides.lib.unc.edu/go.php?c=23609346

Mergent Archives

April 28, 2017

Provides a comprehensive history of corporate America for almost 100 years. It includes corporate histories, brief financial statements, lists of subsidiaries, descriptions of long-term debt, and stock offerings, officers and directors, etc.

Specifically the database contains:
Transportation Manual 1909-present | Public Utility Manual 1914-2007 | Industrial Manual 1920-present | Bank and Finance Manual 1928-present | OTC Industrial Manual 1970-present | International Manual 1981-present | OTC Unlisted Manual 1986-present | and Municipal and Government Manual 1955-present.

Additional resources in the archive include: corporate annual reports; industry reports; equity reports. Users can search within and across manuals, by company name, manual year or type. (Source Davis Library)

UNC-CH users only

https://guides.lib.unc.edu/go.php?c=23608989

Orbis

April 28, 2017

ORBIS has information on more than 321 million publicly traded and privately held companies from almost 200 countries around the world. The company count breakdown by region:

North America 68 million — Western Europe 79 million — Eastern Europe 42 million — Middle East 6 million — Far East & Central Asia 101 million — Oceania 30 million — South & Central America 53 million — Africa 13 million.

For the privately held companies information includes typical directory facts such as corporate name, the name of the “ultimate parent” company name,  location and address information, number of employees, several industry classification codes, type of ownership information, listings of subsidiaries, names and titles for executives and directors, and more.

For the publicly quoted companies, banks and insurance companies Information includes: all the information available for private companies PLUS: up to 10 years of detailed financial statement information

Orbis contains graphing capabilities and integrated analysis software that allows users to compare companies against each other and produce tables and graphs to illustrate results. The tables and charts can be downloaded into various word processing and spreadsheet formats.

Special Note: To access Orbis Turn OFF your Pop-Up Blocker. The first time you logon you will be asked to select the country where you are located select United States and the U.S. state where you are located Select North Carolina. You will then be able to search the database.

UNC-CH users only

https://guides.lib.unc.edu/go.php?c=23608900

Osiris

April 28, 2017

Osiris contains information on more than 110,000 listed (publicly traded) companies, banks and insurance companies from 190 countries around the world. In addition to the income statement, balance sheet, cash flow statement and ratios. Osiris provides, ownership, subsidiaries, earnings estimates and stock data. In addition to the existing ratios you can create your own that you can display in the reports and also use in your searches and analyses. Osiris contains specific report formats for companies, banks and insurance companies and also has reports that reflect accounting procedures in the major world regions. Both standardized and “as reported” financials are provided. Osiris contains graphing capabilities and integrated analysis software that allows users to compare companies against each other and produce tables and graphs to illustrate results. The tables and charts can be downloaded into various word processing and spreadsheet formats.

The company count breakdown by region:

North America 29,000 — Western Europe 16,000 — Eastern Europe 5,900 — Middle East 2,800 — Far East & Central Asia 44,000 — Oceania 4,400 — South & Central America 7,900 — Africa 2,600.

Special Note: To access Osiris Turn OFF your Pop-Up Blocker. The first time you log on you will be asked to select the country where you are located select United States and the U.S. state where you are located Select North Carolina. You will then be able to search the database.

UNC-CH users only

https://guides.lib.unc.edu/go.php?c=23608629

SEDAR

April 28, 2017

Official site that provides access to most public securities documents and information filed by Canadian public companies and investment funds with the Canadian Securities Administrators (CSA) in the SEDAR filing system. SEDAR is a rough equivalent to the SEC’s EDGAR files but it is for Canadian companies.

Open Access

https://www.sedar.com/

Value Line Historical Estimates & Projections

April 28, 2017

Value Line’s Historical Estimates & Projections product 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, and Aggregate information for around 90 industries.

UNC-CH users only

http://spruce.lib.unc.edu.libproxy.lib.unc.edu/content/dataservices/valueline/

Value Line Research Center

April 28, 2017

Value Line Research Center offers all the content of Value Line’s investment services covering thousands of stocks, mutual funds, daily options and convertible issues. The Research Center comprises Value Line Investment Survey, Value Line Investment Survey Expanded Edition, Value Line Convertibles Survey, Value Line Daily Options Survey, and Value Line Special Situations Service. (source Davis Library)

UNC-CH users only

https://guides.lib.unc.edu/go.php?c=23608924

Zack’s Investment Research

April 28, 2017

Financial information on publicly traded companies. Including delayed stock price, financial statements, financial and performance ratios, analyst estimates and recomendations, and more.

Open Access

https://www.zacks.com/