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

https://wrds-www.wharton.upenn.edu/pages/get-data/center-research-security-prices-crsp/annual-update/crspcompustat-merged/

Information on publicly traded US and international companies (fka Refinitiv). 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.

Contains the full-text, including tables, charts and other graphics, of industry and company reports written by analysts from more than 700 investment banks. Includes over 8 million company reports and more than 1.2 million industry reports dating back to 1982. Reports are generally added 1 to 2 weeks after initial publication.

• Register for an account with your UNC email. Directions at: https://guides.lib.unc.edu/go65062420.
• Must authenticate with your Onyen both on- and off-campus.

Questions? Please contact researchtools@kenan-flagler.unc.edu.

UNC-CH users only

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

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

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

https://wrds-www.wharton.upenn.edu/pages/get-data/compustat-capital-iq-standard-poors/compustat/global-daily/

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

https://wrds-www.wharton.upenn.edu/pages/get-data/compustat-capital-iq-standard-poors/compustat/north-america-daily/

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.

UNC-CH users with additional password

https://wrds-www.wharton.upenn.edu/pages/get-data/compustat-capital-iq-standard-poors/compustat/snapshot/

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.

Use is limited to faculty and course-related research only, for current UNC-CH faculty, students, and selected staff. 

Need access?
Kenan-Flagler students and faculty: contact researchtools@kenan-flagler.unc.edu for access instructions.
Other UNC users: contact Nancy Lovas for assistance with access at: nancy64@email.unc.edu.

UNC-CH users with additional password

https://eikon.refinitiv.com/

From the Securities & Exchange Commission. This site provides access to the full-text of 10-K, Proxies and other reports publicly traded companies are required to file with the SEC.

Open Access

https://www.sec.gov/edgar/searchedgar/webusers.htm

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

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

• 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

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 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

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

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

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

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

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

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’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 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

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/