Research Guides: Accounting and Tax Research: Financial Analysis

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Mergent Online
This is a good source for looking up historical financial statements. Data can be exported into excel, pdf, and other formats.
S&P NetAdvantage
This database provides in-depth investment and financial data on companies, bonds, and industries. It's a widely used source for financial statements & stock reports.
EDGAR SEC Filings & Forms
Here you can find all of the U.S. company filings with free access to the Securities and Exchange Commission (SEC) documents from 1996 to the present.
FactSet

This resource provides access to comprehensive financial data and analytics tools.
Access note: Log in required. Register for a free account with your colorado.edu email address. If you encounter problems registering, please contact libera@colorado.edu.
Resource only available for current CU Boulder faculty, staff, and students.

Morningstar Investment Research Center
Here you can find comprehensive data on stocks, company ratios, mutual funds, exchange-traded funds and more.

Industry Ratios are often used as benchmarks for business or financial projections.

S&P NetAdvantage
This database provides in-depth investment and financial data on companies, bonds, and industries.
Access note: Subscription does not include access to Capital IQ’s Plugin or Commodities Profiles.
D&B Hoovers
This database provides access to RMA Industry ratios, company ratios, analysts' reports, and more.

Almanac of business and industrial financial ratios by Leo Troy
Call Number: HF5681.R25 A44

Publication Date: 1971-
RMA annual statement studies by Robert Morris Associates
Call Number: HC14 .R65

Publication Date: 1977-

These ratios can also be found in D&B Hoovers.

Financial Research
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Company Research
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