Find Three 3 Databases in the Business World
Best databases for creating Target Lists (as well as regular company research):
Mergent Online
provides detailed information on over 50,000 publicly traded companies worldwide and 30 million privately held companies. Special sections include the Investext collection of 18 million current and historical broker research reports on companies, industries, products and markets; and Mergent Horizon which offers supply chain data along with customer, competitor and product information.
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20M+ companies, US/int'l; financials, SWOT analysis, analyst reports, news articles. Use the "Build a List" function to select by region, line of business, size, more.
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Private company database; use the Advanced Search to build a list based on, again, location, line of business, size, but also sales and employee growth predictions. Each user must create a login using a UR email address.
Yes – you CAN get financial data for private companies! Also very useful for creating lists of companies by geography, industry – with more granular detail than by NAICS or SIC, although those are available as well – rate of growth in revenue or employees, and whether or not the companies are PE/VC backed or not. Useful for career searches or entrepreneurial searches (who else makes this product? How many [x] are located within 50 miles of [place]? Etc.)
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Comprehensive company/residential directory; build lists using 30 variables or Map Based Search. Includes consumer demographics and historical business data.
Reference USA is a series of databases from Infogroup, the largest business and residential data compiler in the US. Data is updated on a monthly basis and telephone verified for accuracy, and geocoded. Users can build lists of companies using more than 30 selections such as geography, industry, and employee size. Users can pinpoint their geographical parameters using ReferenceUSA's Map Based Search feature which allows radii and polygons to be formed, allowing for the study of very specific areas. Data breakdowns can also be viewed in exportable graphs, charts and heat maps. Plus, the U.S. Historical Businesses database provides 10 years of historical data. Reference USA also maintains a database for US Consumers to allow the study of consumer demographics compiled at the individual level. The new US Jobs database is updated hourly with content on current job and internship postings.
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On the MarketLine homepage, scroll down to the list of "Databases" to find the Company Prospector screening tool. Also provides 15-25 page company profiles, US and global, many with a SWOT analysis.
Additional modules within MarketLine:
Financial Deals Tracker: Track market activity with MarketLine's database of global mergers and acquisitions (M&A), private equity deals, venture finance deals, private placements, IPOs, and partnerships.
Company Prospector: Screen companies and build lists of potential business partners, clients, and investment targets in industries and countries of interest.
Investment & Advisory Prospector: Identify advisory & investment firms operating in specific industries, and gain insight into the investment and inorganic strategy of companies.
Company Report Generator: Generate fresh custom company reports featuring analytical text and charts which draw on MarketLine's company datasets. Example sections include company overview, history, SWOT analysis, M&A, partnerships and agreements, news and product information.
Capital IQ - from S&P; data on public and private companies, M&A/financing transactions, public offerings, corporate executives, and more. Includes tools for fundamental financial statement analysis at the company and industry level. AVAILABLE ONLY AT DESIGNATED WORKSTATIONS! There are Capital IQ workstations in the Simon School Career Research Center (4th floor Schlegel), in the Simon School IT Lab, and in the Simon PhD lab.
Additional databases to try for profiles of specific companies:
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When you connect, click the "Companies" option just below the database name. This database is produced by S&P Capital IQ; think of it as a "baby" version of that database.
Data includes company stocks, market stock indexes including S&P500, and equity and fixed income funds.
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Click Companies/Market in the options at the top, then Company. Provides financials, recent news - pretty basic.
American and Foreign Companies with Global Operations (Uniworld)
Search for foreign firms operating in the U.S and American firms operating in foreign countries.Contains American companies that have substantial overseas operations and non-U.S. firms that have substantial U.S. operations. Search by country, industry codes or industry size.
Public Records Sites and Sources (for court records, business filings, etc.)
PACER
Public Access to Court Electronic Records (PACER) allows you to obtain case and docket information online from federal appellate, district, and bankruptcy courts. It hosts millions of case file documents and docket information for all district, bankruptcy, and appellate courts. These are available immediately after they have been electronically filed.
ORBIS
Orbis includes (209 million) global companies' financial accounts, credit scores from a number of independent providers, directorships, ownership structures, PEPs and sanctions information and details of mergers and acquisitions activity. Over 99% of the companies on Orbis are private. Private company information is more difficult to obtain as the legal obligation to file account varies widely from country to country
E-Secretary of State.com
Often when you cannot find data on smaller companies from major sites and databases, you can glean some information by searching and reviewing the filings that all companies must file in the state they operate in. Within states, the office that requires and maintains these filings is called the "Secretary of State," and this site provides a listing and links to each of their Web sites as well as a direct link to the "entity search" page where you can search for the target companies.
ALSO--See the LexisNexis entryunder the "Business News and Articles" tab. Although LexisNexis is best known for its coverage of articles published in newspapers around the world,, it also has a link where you can learn about companies as well. (Click "Get Company Info" in the lower right of the home page) Sometimes LexisNexis will also include names and phone or email contacts for top executives at a covered company, which is a valuable type of data that is hard to find.
Company Rankings: "Top" and "Best of" Lists
There are a variety of free on the Web publications and sites that annually publish ranked lists of companies in a variety of areas, globally, nationally, and locally. These are particularly valuable for job seekers, but can be useful for other business research projects as well. Here are my favorites, with links to their 2017-2018 rankings:
One Caution: Always try to review the specific criteria and methodology used for creating these rankings. The subjective ones in particular can be, well quite subjective--depending on what is chosen to be measured and quantified, and how calculations are performed.
Best Companies to Work For in US/Globally: Rankings
- CNBC: https://www.cnbc.com/2017/12/05/the-10-best-companies-to-work-for-in-2018.html
- FORTUNE: http://fortune.com/best-companies/
- GLASS DOOR https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm
- VAULT: http://www.vault.com/company-rankings
Largest/ Best Places in Rochester to Work:
- Democrat and Chronicle https://www.democratandchronicle.com/story/money/business/2018/03/28/rochesters-top-workplaces-2018-list-best-places-work/458584002/
- Rochester 20 Largest Companies;Democrat and Chronicle https://www.democratandchronicle.com/story/money/2017/11/09/rochesters-top-20-employers/849683001/
- Rochester Business Journal: Book of Lists. This very valuable directory of the largest organizations and businesses in Rochester, along with data on the company itself (eg year founded; CEO,number of employees, etc.) is available in PRINT right outside the Simon Career Management Center, 245 Gleason Hall.
Sustainable/Socially and Environmentally Friendly Companies
These rankings are valuable, but it's good to be a little skeptical here as some companies engage in what is called "Greenwashing" to make their organization appear more environmentally and socially friendly than perhaps they really are. Always read the ranking criteria and methodologies where available.
- Forbes: https://www.forbes.com/sites/karstenstrauss/2018/01/23/the-worlds-most-sustainable-companies-2018/#3a4990aa32b0
- Barrons: https://www.barrons.com/articles/barrons-100-most-sustainable-companies-1517605530
- Newsweek: https://www.newsweek.com/green-rankings-2017-18
- Smart Recruiters https://www.smartrecruiters.com/blog/top-20-corporate-social-responsibility-initiatives-for-2017/
- Harris Poll: https://theharrispoll.com/u-s-consumers-rate-wegmans-publix-super-markets-amazon-com-tesla-motors-and-usaa-as-the-top-companies-for-corporate-social-responsibility-efforts-according-to-findings-from-the-harris-poll-reputa _______________________________________________________________________________________________
Company Directories of particular interest to Entrepreneurs:
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Private company and investor database: deals, financing, M&As. Search by funding round or amount, location, name, industry, etc.
Each user must create a login using a UR email address. -
Comprehensive company/residential directory; build lists using 30 variables or Map Based Search. Includes consumer demographics and historical business data.
Reference USA is a series of databases from Infogroup, the largest business and residential data compiler in the US. Data is updated on a monthly basis and telephone verified for accuracy, and geocoded. Users can build lists of companies using more than 30 selections such as geography, industry, and employee size. Users can pinpoint their geographical parameters using ReferenceUSA's Map Based Search feature which allows radii and polygons to be formed, allowing for the study of very specific areas. Data breakdowns can also be viewed in exportable graphs, charts and heat maps. Plus, the U.S. Historical Businesses database provides 10 years of historical data. Reference USA also maintains a database for US Consumers to allow the study of consumer demographics compiled at the individual level. The new US Jobs database is updated hourly with content on current job and internship postings.
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Over 3000 VC/PE firms; global coverage; search by geography and keyword to quickly identify appropriate funders/employers.
This database provides contact and investment information on 2,300 venture capital and private equity firms including: firm name and address ; phone and fax numbers ; managing partners with their degrees, directorships, and professional background ; satellite offices ; e-mail and web site addresses ; mission statements ; average and minimum investments ; investment criteria/stage preferences ; industry preferences ; portfolio companies ; geographic preferences ; and fund sizes.
(See also PrivCo, listed above)
Best Databases for Industry Research
The first group here cover a wide spectrum of industries, and are keyword searchable:
Marketresearch.com is the platform that provides access to two leading collections of market research reports: Kalorama and Freedonia Focus. Freedonia Focus Reports provide analysis on a wide variety of markets and industries on 15 industry categories and two major geographic collections. Topics run the gamut from raw materials to finished manufactured products and various consumer goods and services. Kalorama provides worldwide business intelligence and syndicated market research in the life sciences industry (topics include pharmaceutical, biotechnology, medical devices and diagnostics.
Profound
Pinpoint sought after very niche company, industry and market data (eg market size, value etc.) included in thousands of market research reports published by hundreds of leading market research providers. SPECIAL NOTE: This database requires a special login and password. To freely conduct searches of Profound to discover if what you need is in a report, use this sign in information:
Username: edegroff@library.rochester.edu
Password: Meliora1!
But you must obtain prior authorization to actually download/view the data for this particular database. Contact Business Librarian Robert Berkman at rberkman@library.rochester.edu to request authorization. You will need to identify specific tables, sections or pages, as opposed to entire reports--contact me to discuss this further
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Industry research reports; US & Global. Search by keyword or NAICS code. Market size, competitors, forecasts, valuation, & more. Includes Industry Wizard.
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Includes Industry (reports by country), Company, and Country reports, plus Company News, Financial Deals, and Case Studies. Market size, segmentation, competition, forecasts.
Additional modules within MarketLine:
Financial Deals Tracker: Track market activity with MarketLine's database of global mergers and acquisitions (M&A), private equity deals, venture finance deals, private placements, IPOs, and partnerships.
Company Prospector: Screen companies and build lists of potential business partners, clients, and investment targets in industries and countries of interest.
Investment & Advisory Prospector: Identify advisory & investment firms operating in specific industries, and gain insight into the investment and inorganic strategy of companies.
Company Report Generator: Generate fresh custom company reports featuring analytical text and charts which draw on MarketLine's company datasets. Example sections include company overview, history, SWOT analysis, M&A, partnerships and agreements, news and product information. -
Includes industry reports for consumer products, technology, and most U.S. industries.
Next: multi-industry resources, but you must pick-from-a-set-list (not keyword searchable).
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Yet another use for Factiva! Click Companies/Market, then Industry. Offers a pre-set list of industries; reports include overview, latest news, etc.
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Industry and company reports and data. Includes "Industry Surveys".
Data includes company stocks, market stock indexes including S&P500, and equity and fixed income funds.
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If are looking for non-US industry reports and MarketLine isn't producing for you, try here for industry-in-country-X reports; includes forecasts. Note though: if you want reports for China, go to IBISWorld.
The following databases are more focused on specific industries:
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Includes both technical reports and market analysis on emerging, high-tech and industrial markets in 50 countries. Specialties: high tech, healthcare, pharma.
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Contains reports on the IT industry and the impact of IT on businesses. Search by market, topic, or industry.
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Market research and industry news for sports equipment sales, participation, consumer expenditures and facilities.
Best databases for Market - consumer - research:
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In-depth market research & trends reports. Consumer products focus: brands/products, lifestyles, some finance & tech. US & Europe Each user must create a personal account using a UR email address.
Trends module adds analysis of consumer trends & how they align with business applications.
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Access to the complete collection of market research handbooks from RKMA; data goes to very granular levels.
Collection includes market research handbooks covering US and international consumer markets; entertainment & media; healthcare business; restaurants, food & beverage; retail business; sports marketing; travel & tourism; and casinos, gaming & wagering.
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This is a powerful database for getting granular consumer purchasing data and behavior, to use but it can be a little complicated--watch the below training video to learn how to create and analyze crosstabs:
https://www.youtube.com/watch?v=CBJN3CcNFU8&t=3s
From off-campus, use VPN to avoid security certificate notices in connecting. Data is from 2015
A related resource - information on Advertising Spending:
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Annual report telling how much companies spent on advertising by media channel; also by brand and media channel. PDF of book.
If you can't find a nice pre-packaged report... then it's off to the article databases for you! Seriously, the article databases are your best bet for picking up anything that's been mentioned in trade publications , news, etc. about [your topic]. Go back to the resources listed under the first tab, "Business News & Articles."
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WARC.com
WARC provides insight, intelligence, evidence, expertise, case studies, benchmarks and guidance for marketers. It focuses on providing a wide range of data on global advertising and marketing trends, such as expenditure data, industry trends and consumer insights. Advertising expenditure includes data both by medium and format from 1982 onwards.
Credible Free, Open Web Industry Databases
- Nationmaster
This free open Web database provides a wide range of economic and demographic indicators across 300 industry verticals; and covers market sizing and trends for over 180 countries. The data is compiled from national statistic agencies, governments, international organizations and other official sources.
Databases that provide News - newspaper articles, press releases, and similar:
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Contains articles on business, news, and companies worldwide, current and historical financial quotes, and company profiles.
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Factiva Search Tips
Improve your search experience in Factiva with these useful tips. Really. You NEED to look at this, trust me!
Databases that provide Articles - arranged by the amount of popular vs. scholarly content they offer.
(i.e. ABI/Inform offers the greatest mix of contents: news wires, popular magazines, trade journals, reports, and some scholarly journals. ScienceDirect and the Web of Science containonly articles from scholarly, highly-researched, peer-reviewed journals. Strangely enough, they still fall in alphabetical order. )
LOOKING FOR ACCESS TO THE DAILY DIGITAL VERSION OF THE WALL STREET JOURNAL ?
As of December 1 2017, we have added easy full campus access to the entire daily updated digital version of the Wall Street Journal! All you need to do is set up your own personal account, which you can do by first linking to this site:
https://partner.wsj.com/partner/universityofrochester
Fill in the simple form, and then pick a password. You will be sent a confirmation email and then you will be in! For future access, going forward then, you can link directly to
http://wsj.com
And then just enter your user ID (your email); and then the password you created.
OR PERHAPS LOOKING FOR ACCESS TO THE DAILY DIGITAL VERSION OF The Economist Magazine ?
Along with the Wall Street Journal, the Economist, is one of the most sought after publications that consistently provides in-depth, credible data, investigations and analyses on not only business topics, but politics, culture, society and technology. The Economist also provides outstanding coverage of global issues, and is known for being a highly objective, well written publication. In addition to searching for past articles in our standard databases, you can also view, browse and read each week's digital edition by simply following these steps:
1. Go to the Library Home Page: library.rochester.edu;
2. Click the Pull-down arrow of the search box and click on "journals";
3. Enter the word "Economist" in the search box.
4. Click on the top result, which should be The Economist magazine;
5. Scroll down the various options for accessing the Economist until you see "Single Issues". Click on that one, and you will be able to view the full digital version of the current (and past) issues.
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Articles from academic business journals and business trade publications; plus industry reports, some market data, and company profiles from the Experian Commercial Risk database.
For alumni access, see link to Proquest Alumni Edition on the Alumni Library Gateway.
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Contains articles, company and industry reports, marketing reports, and country reports. Includes Harvard Business Review.
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EconLit identifies articles, books, working papers and more, covering all aspects of economics. Some full text and links to more.
A tutorial on using EconLit in the EBSCO interface is available on YouTube: http://www.youtube.com/watch?v=tT6UEfZaQlk
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Journals from Elsevier Science. Browse or search tables of contents, abstracts and full text of articles in all disciplines.
Users should update their passwords.Includes the sciences, engineering, humanities, social sciences, and clinical medicine. Full text from 1995 on, except as indicated.
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Identifies journal articles and cited references to research publications from all disciplines, some with links to full text.
Comprised of three databases that can be searched separately or in combination: Arts & Humanities Citation Index (1975-current), Science Citation Index Expanded (1973-current), Social Sciences Citation Index (1973-current).
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The Wall Street Journal
Subscribe to the fulltext of the Wall Street Journal here. Please contact me directly for information on this.
You can also browse recent headlines by clicking on the "Read the WSJ Online-free!" tab in the "Tips and Tricks" box below
For Local Business News--Sometimes the best stuff, especially on private companies that play a major role in a particular community can be found by reviewing what's been published in local business journals. You can find some of the best Rochester focused business news by searching the Rochester Business Journal; you can also search dozens of other cities' local business journals simultaneously too by searching the collection of American City Business Journals.
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And just in case, here is Google Scholar as well. If the subscription sources aren't working, try here - being a Google product, you are almost guaranteed to get *something*, and it might help you learn what terminology will make your database searches better. For off-campus access to full text: Click Scholar Preferences and add Rochester as your Library Link. Be sure to Save Preferences.
Databases that provide Working Papers, Case Studies (and other different kinds of documents):
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Identifies working papers and articles in economics, accounting, legal studies and management, many with links to full text.
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Reports, journals and books on national security, business, education, health, law and science from the nonprofit RAND Corp.
RAND publications can also be found in Voyager Catalog and PolicyFile. Rand Corporate provides PDF links when free ebooks are available. No special software is required to download ebooks.
For Case Studies, check out The Case Center which provides scores of free business case studies from leading business schools ranging from Stanford, to MIT to Copenhagen and more. Browse its free studies here.
Google Patents Patents and patent applications from the United States Patent and Trademark Office (USPTO). Has a thumbnail viewer for drawings.
FreePatentsOnline Full text and images of U.S. patents from 1974+, U.S. patent applications from 2001+, and European patents 2000+.
USPTO Patent Database Full text and images of U.S. patents.
Espacenet Identifies patents from many countries, some with page images.
Japan Platform for Patent Information
English machine translations of Japanese patents. Search using links under "Patent & Utility Model".
NEW: Innovation Q Plus! Innovation Q Plus is a patent search tool that rapidly sifts through data and uses advanced technologies to quickly and efficiently pinpoint relevant patents, applications, and non-patent literature from IEEE. There are visualizations, advanced features, and the ability to locate "similar" patents to the target one. IMPORTANT NOTE: When you bring up the initial screen, be sure to change the blue pull down box from "non-patent literature" to the "patents & applications" option, listed below it if it is not already selected.
(Users are also encouraged to sign up for individual accounts to access certain advanced functionality.)
"Hot Topics" data/stats:
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Quick, "one chart wonders" on all sorts of topics; particularly good for current, technological topics. Coverage is randomly global. (Officially: A data aggregation platform with statistics, facts, and market data in a wide range of topic areas.)
Downloadable in JPG, XLS, and PPTP.
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Our best resource for detailed consumer market research, Mintel also offers news, blogs, and infographics on trending topics, loaded with stats.
Trends module adds analysis of consumer trends & how they align with business applications.
US Demographic and business stats:
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Comprehensive summary of statistics on the social, political, and economic organization of the United States.
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Numerical tables and essays on all quantitative aspects of American history.
Dramatically expanded edition of the standard source for statistics in American history. Includes more than 37,000 data series; all aspects of social, economic and political life.
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Current and historical data on employment, consumer and producer price indexes, wages, benefits, productivity, etc.
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Data on US businesses: number of establishments, employees, and payroll; from entire US to ZIP code level, by NAICS or SIC.
Data is annual; some series back to 1993 available online. NAICS and SIC are industry codes. Produced by the US Census Bureau.
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U.S. Census - Explore Census Data tool
Provides access to detailed tables and maps for population, housing, and businesses.
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Easy-to-use, great source for demographic data for the national down to the neighborhood block level.
For historical census data (pre 1990), click here https://www.census.gov/population/www/censusdata/hiscendata.html
Gallup Analytics
This database contains primary economic, well-being, and political data at the country, state and U.S. city levels. It allows users to view data by demographic categories, compare results across geographies to develop and report findings.
DataUSA
Great open Web source of all sorts of economic, demographic, housing, education data on cities and regions around the country. See, for example the set of data available for Rochester here
International Data and Statistics, including Import/Export data
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US and international statistics. Includes full text statistical tables and abstracts of additional statistical sources.
Covers material in American Statistics Index (ASI), Index to International Statistics (IIS) and Statistical Reference Index (SRI). Googling for material not in full text in the database works quite well.
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Includes economic forecasts and indicators; import, export, and GDP data; national debt and more. Covers 200 countries.
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Country-based financial conditions, techniques and regulations. Country-focused 5-year economic and business forecasts.
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Downloadable financial and economic time series data for over 200 countries.
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Official website for Canadian census data, economic and health indicators, and social and justice conditions.
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A collection of data resources, many offering time series, compiled by the U.N. Includes population, national accounts, etc.
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Downloadable time series data for over 200 countries. Includes demographic, socioeconomic, market and environmental data.
Statistical Advice When Doing Surveys
Sometimes when you are researching an extremely specific, narrow and customized question (e.g. what percentage of New York State college seniors prefer Uber over a cab? etc.), you won't find anything "out there" at all in a database or on the Web that answers your question. In that case, you may need to do your own survey to collect your own data and draw your own conclusions. The most popular and well known survey site is SurveyMonkey, which permits a certain level of free access too.
While the library is not typically the key source for learning how to do statistically reliable surveys, we can at least point you to a couple of resources that we think will help you create a better survey. Here, below is one very useful source that informs you how many people you need to survey, and what kind of response rate you need to be able to extrapolate your survey results to your total target population with a high degree (95%+) of confidence.
https://www.checkmarket.com/sample-size-calculator/
Extrapolating "Missing" Data
In the same vein as the above, what can you do if you have bits and pieces of information you are looking for, but can't find the final target data you seek? Again, while not a library function per se, we'd like to refer you to these below sites from McMaster University in Ontario, Canada that help you figure out how to extrapolate data you need (in these cases, market share and geographic sales data), when you only have partial or surrounding information:
http://library.mcmaster.ca/sites/default/files/market_share_CBD.pd
http://library.mcmaster.ca/sites/default/files/company_sales_geography_guide.pdf
Guide: 5 Keys to Estimating Market Size for Strategic Decision Making
Check out this short, but succinct and valuable guidebook that explains clearly step by step how to estimate market size. It is published by the market research firm Freedonia group: https://tinyurl.com/ybqfvygv
Once you have:
- Done all your idea generation and screening
- Checked Company Directories to see if anyone is already working in the area of your idea
- Done the Industry & Market Research for your idea
- Scoured the Articles & News Databases for bits of information if you didn't find an industry or market research report
- Checked for Patent/Intellectual Property (IP) information, if appropriate...
Then you're ready to write a business plan. Here are some sources for Sample Business Plans:
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Includes templates for business plans for start-up companies in a wide range of U.S. industries
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Create Your Busines Plan - from the SBA
Detailed advice from a body that knows: the U.S. Small Business Administration.
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Business Plan Books
This link takes you to a list of books on business plans - many of them are electronic; no trip to the library necessary.
You'll need to create a budget and financial projections for your plan, so it might help to look at the financials for other, similar companies (that might represent "what you want to be when you grow up"), find out what the typical ratios are for your line of business, and then explore which Angel Investors or Venture Capital firms might be appropriate to approach with your plan:
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20M+ companies, US/int'l; financials, SWOT analysis, analyst reports, news articles. Search by region, sector, business size, more
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Industry and company reports and data. Includes "Industry Surveys".
Data includes company stocks, market stock indexes including S&P500, and equity and fixed income funds.
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Private company profiles and financial data (sales, revenue, etc.), venture capital funding deals and investors, M&A, more.
Each user must create a login using a UR email address.Yes – you CAN get financial data for private companies! Also very useful for creating lists of companies by geography, industry – with more granular detail than by NAICS or SIC, although those are available as well – rate of growth in revenue or employees, and whether or not the companies are PE/VC backed or not. Useful for career searches or entrepreneurial searches (who else makes this product? How many [x] are located within 50 miles of [place]? Etc.)
Financial Ratios
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Contains financial ratios for industries and services, arranged by NAICS and SIC industry codes.
To find key ratios for the industry of your company: look up the company. 1) Click "Industry Classification" in the left hand panel. 2) click the most appropriate line of business in the tree structure. 3) Click "Key Stats & Ratios" in the left hand panel.
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PLEASE Use the below login to use this database, which provides detailed ratio data on over 794 industries derived directly from financial statements.:
https://rmau.org/autologin
Also, this video will be helpful for its usage:
http://www.rmahq.org/estatement-studies-tutorial/
Who is funding the current start-ups and private companies?
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Private company and investor database: deals, financing, M&As. Search by funding round or amount, location, name, industry, etc.
Each user must create a login using a UR email address. -
Private company profiles and financial data (sales, revenue, etc.), venture capital funding deals and investors, M&A, more.
Each user must create a login using a UR email address.Yes – you CAN get financial data for private companies! Also very useful for creating lists of companies by geography, industry – with more granular detail than by NAICS or SIC, although those are available as well – rate of growth in revenue or employees, and whether or not the companies are PE/VC backed or not. Useful for career searches or entrepreneurial searches (who else makes this product? How many [x] are located within 50 miles of [place]? Etc.)
Subscription database resources: (Use these to find high quality *analysis* rather than just stock quotes; in order by number/quality of reports)
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Data for 20,000 mutual funds and stocks. Information, analysts reports, and more for mutual funds, stocks, ETFs, and markets.
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Look up a company, then choose Stock Report from the left-hand menu.
Data includes company stocks, market stock indexes including S&P500, and equity and fixed income funds.
Annual Reports and other SEC Filings
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20M+ companies, US/int'l; financials, SWOT analysis, analyst reports, news articles. Search by region, sector, business size, more
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EDGAR Website
EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system, is the official electronic database of filings submitted to U.S. Securities and Exchange Commission (SEC). It is freely accessible on the web.
Registrants were brought onto the EDGAR system in a series of discrete groups over a three-year period, which was completed May 1996.
Foreign private issuers and foreign governments generally are not required to file on EDGAR, although they may do so if they wish. -
Historical Annual Report Collection (1876--2013)
This link takes you to the list of (index to) this entire collection of annual reports in PDF format. This collection represents all the companies that were public at any point in US history (or at least almost all; there may be gaps). Use your browser's Find in Page function to search for a company name; the PDF links appear at the end of each line. This is a large file; be patient while it loads.
Free web resources: (charts, quotes - material companies are willing to give away for free)
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Big Charts
Comprehensive charting service for stocks, mutual funds and market indexes. Free, no registration required.
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Dow Jones Indexes
Comprehensive data and information on the Dow Jones Indexes, including the Dow Jones Internet Index.
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Motley Fool
Amusing and educational investment information.
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TheStreet.com
Plenty of free just-breaking news, investing advice and reports (we don't have access to the "Premium Services").
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Yahoo!Finance
Includes deep historical quotes (look for link to Historical Quotes in left panel).
WRDS: Advanced Analytical Tools
The below databases. all available from the Wharton Research Data Service (WRDS) platform, have just recently been made available to the entire University community. While they are primarily used by financial analysts to perform complex stock and company data analyses, some may also be useful for less extensive business data and investment research as well. Note that unlike the other databases in this guide, these all require signing up directly with the database for a special account.
CRSP
The Center for Research in Security Prices (CRSP) maintains the most comprehensive collection of security price, return, and volume data for the NYSE, AMEX and Nasdaq stock markets. Additional CRSP files provide stock indices, beta- and cap-based portfolio, treasury bond and risk-free rates, and mutual fund databases.
Special instructions: requires an account for use. Contact Kathy Wu (kathyw@library.rochester.edu) in Rush Rhees Library
Intraday Indicators by WRDS
This database contains daily stock market indicators obtained from NYSE TAQ data.
Special instructions: requires an account for use. Contact Kathy Wu (kathyw@library.rochester.edu) in Rush Rhees Library
World Indices by WRDS
Special instructions: requires an account for use. Contact Kathy Wu (kathyw@library.rochester.edu) in Rush Rhees Library
Thomson Reuters
The Thomson Reuters databases cover Mutual Funds Holdings (CDA/Spectrum s12) and 13f Institutional Holdings (CDA/Spectrum s34). The Insiders Filings database contains transaction and holdings information filed with the SEC.
Special instructions: requires an account for use. Contact Kathy Wu (kathyw@library.rochester.edu) in Rush Rhees Library
WRDS SEC analytics Suite
Search through the contents of millions of SEC filings. Access Readability and Sentiment scores and Linking Tables.
Special instructions: requires an account for use. Contact Kathy Wu (kathyw@library.rochester.edu) in Rush Rhees Library
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Contains manufacturing data on the value of product shipments. The data are published on a North American Industry Classification System (NAICS) basis from the 2012 Economic Census Industry Series. The MITR also includes official U.S. export and import merchandise trade statistics.
The MITR will, for the first time, provide a comprehensive comparison between detailed manufacturing product class data and associated import and export data.
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Official source of current and cumulative U.S. export and import statistics. Ask at Rush Rhees Q & i Desk for username and password
Provides more than 18,000 export commodities and 24,000 import commodities worldwide, using the Harmonized System (HS) and the North American Industry Classification System (NAICS) commodity classification codes.
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E-textbooks emphasizing real-world examples and applications. ~300 titles covering the gamut of business topics. Fully downloadable.
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Includes marketing, logistics, management, "green" technologies, e-commerce, investment research, social media, company histories... a wide variety of useful topics.
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Although mainly focused on computer science and programming, a surprising number of these ebooks are useful for business-related info tech topics.
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As with the Safari Tech-Books collection: many of these ebooks are useful for business-related info tech topics.
The business podcasts selected and described below are organized into four major categories: innovation, entrepreneurship, marketing, and finance. Each podcast met the selection criteria of being informative; engaging and created by an authoritative source.
Note that underneath each section another listing of more "popular" business podcasts which, while, not scholarly are listed because they have a wide following and offer compelling insights and opinions.
Innovation
The following podcasts provide valuable information on how to successfully innovate projects, products, and new businesses. The series include solutions that meet new requirements of unarticulated needs and existing market needs. Each podcast aims to advance design thinking, overcoming obstacles, and techniques to incorporate creativity into business.
Stanford Innovation Lab (Stanford)
This series supplies practical tips on innovation regarding design thinking strategies and originality mined from Stanford Professor of the Practice Tina Seelig and other experts on experimentation and creativity. Stanford Innovation Lab is particularly useful for business students in search of challenging their creativity and gaining an understanding of advanced planning.
5-37 mins
Poppy Harlow (CNN)
CNN's Poppy Harlow podcasts explores the journeys of business and global leaders. This includes in-depth interviews with leadership advice from entrepreneurs, CEOs and innovators about the effort required to increase wealth in their businesses through past innovation techniques.
Timing: Varies
Inside the Strategy Room (McKinsey Partners)
Inside the Strategy Room features McKinsey Partners, a management consulting company, and corporate executives. Each partner shares the challenges they have faced while creating lasting strategies of innovation in a fast-changing world. The podcasts examine the discrete ways theseexecutives approach challenges and the new and innovative ways they think of creating a vision for their enterprises. Inside the Strategy Room is particularly useful for business students struggling with overcoming difficulties such as facing innovation roadblocks in pursuing their plan of action.
Timing: Varies
On the Heels of Innovation (UNC)
This series explores the perspectives, insights and journeys of innovators and entrepreneurs who combine creative thinking and hard work to go beyond the expected. On the Heels of Innovation is unique compared to other podcasts as it sets its achievement level for success on a high scale of effort by including supplemental instruction on how to further develop inventiveness once an idea is launched. The podcast is powered by the Entrepreneurs Genome Project, which consists of research conducted by the Entrepreneurs Lab class taught by professor Ted Zoller at UNC Kenan-Flagler Business School.
30 mins
University of Oxford Innovation (Uni Oxford)
The following podcasts offer a wide range of topics starting from the history of innovation to conversations about future innovation and the government's involvement in new businesses. University of Oxford Innovation is especially useful for business students interested in ethical questions included in innovation, such as, "Should surgical innovation be taught and encouraged?" This series is notable for its inclusion of philosophy in the business world.
Timing: Varies
Popular Podcasts on Innovation:
EmpowerHER (Kasia Fitzgerald)
Innovation and Leadership (Innovation and Leadership)
The Deliberate Creative (Amy Climer)
Business Game Changers (BGC)
Innovation Hub (WGBH)
Ideo Futures (Ideo)
Entrepreneurship
The podcasts below focus on designing, running, and launching a new business as an
entrepreneur. A similar theme is guidance directed for beginners. The podcasts offer several
interviews with professional entrepreneurs who share their knowledge of the necessary skill sets
for the business world as well as advice on how to efficiently complete the multiple tasks that
come with entrepreneurship.
1. Entrepreneurs on Fire (John Lee Dumas)
Entrepreneurs On Fire "delivers the inspiration and strategies you need to fire up your
entrepreneurial journey and create the life you've always dreamed of." John Lee Dumas is an
American entrepreneur and podcaster based in Puerto Rico. He is the founder and host of
Entrepreneurs on Fire, interviewing successful entrepreneurs as his primary content. Dumas
comments that beginners will benefit from his podcasts as his interviews share how to adapt to
an entrepreneurial career.
https://www.eofire.com/
20-50 mins
2. Trailblazers (Stephen A. Hart)
Trailblazers is voted the #1 interview style podcast by Stephen A. Hart, exploring stories of
today's successful black professionals, entrepreneurs and leaders. This weekly podcast has
featured more than 150 black professionals and has been heard by more than 175,000 people
from 123 countries around the world. The speaker, Stephen A. Hart, is a Brand Alignment
Strategist working to guide entrepreneurs through his exclusive process of building a personal
brand that is "authentic, impactful and profitable." Trailblazer's content is very family-based as
Hart puts in effort to mention his personal life and own experiences of how he became a
millionaire through his career.
https://stephenahart.com/podcast/
30 mins
3. Enterprise NOW! (Elzie D. Flenard)
Enterprise NOW! is a business and entrepreneurship talk show that seeks to educate, motivate,
and inspire current business owners as well as aspiring entrepreneurs on a variety of business
related topics. Enterprise NOW! features entrepreneurs and business leaders from various
industries and fields. This podcast series represents a diverse selection of entrepreneurs, as it
supports "Podcasts in Color," an organization comprised of successful entrepreneurs from
minority groups.
https://podcasts.apple.com/us/podcast/enterprise-now-podcast/id1163579727?mt=2
12-48 mins
4. Follow the Leader (Chanel Christoff Davis)
Follow the Leader features dynamic women entrepreneurs and their journeys to becoming a
success in business. It's an inspirational space for entrepreneurs, future entrepreneurs, and
thought leaders as they share their keys to a successful career. Female viewers of Follow the
Leader have commented that the podcast series is very relatable and encouraging to women
entrepreneurs who feel lost or intimidated while starting their business. The speaker, Chanel
Christoff Davis, is the CEO and founding partner of the largest woman and minority owned sales
tax advisory practice in the country, Davis Davis & Harmon LLC, located in Farmers Branch,
Texas.
https://ddhtax.com/follow-the-leader-podcast-with-chanel-christoff-davis/
30 mins
*Popular Podcasts on Entrepreneurship:
1. Sweet Talks (Bri-Soundcloud)
https://www.sweettalkspodcast.com/
2. The Tim Ferriss Show (Tim Ferriss)
https://tim.blog/podcast /
Marketing
The following podcasts provide information on promoting and selling products or services,
including market research and advertising. The marketing podcasts examine various techniques
that assist in publicizing products and services while promoting their value.
1. GaryVee Audio Experience (Gary Vaynerchuck)
The GaryVee Audio Experience, hosted by Gary Vaynerchuck, entrepreneur, CEO, investor,
vlogger, and public speaker, is one of the most popular marketing and management podcasts on
many podcast streaming services. Episodes vary in format and style. Listeners will hear episodes
composed of #AskGaryVee Q&A with his social media followers, as well as keynote speeches
on marketing and business, and segments from his DailyVee video series. Some episodes also
include interviews with business leaders and "fireside chats" that cover Vaynerchuck's thoughts
on new and current trends in marketing and management. The variety of form and content allows
for experienced marketers to listen in on a conversation about ultramodern topics with each
podcast.
https://www.garyvaynerchuk.com/podcast/
20-40 mins
2. Marketing School (Neil Patel and Eric Sui)
Neil Patel and Eric Sui's Marketing School podcast covers quick, action-oriented marketing
advice on topics in digital and online marketing. With short episodes that quickly cover
marketing tasks, Marketing School is a great podcast for the busy marketer looking to improve
their existing skills and knowledge base. Siu is the CEO at Single Grain, a digital marketing
agency that focuses on paid advertising and content marketing, while Patel is a bestselling
author, identified by the Wall Street Journal and Forbes as one of the most influential marketers,
and recognized by President Obama and the United Nations as one of the top 100 entrepreneurs
under 30.
https://marketingschool.io/
10 mins
3. Harvard Business Review Ideacast (Harvard)
The HBR IdeaCast is a weekly podcast put on by the Harvard Business Review that features
leaders in business and management. IdeaCast covers a lot of topics from across the world of
marketing and business. With its broad range in topics and in-depth conversations with industry
leaders, IdeaCast is a great general interest podcast for marketers, CEOs, and CMOs looking to
stay on top of industry-shaping debates. Some conversations questioned why companies need
purpose, how to correctly attract customers, along with the necessity of operational transparency
and potential solutions to a mid-career crisis.
https://hbr.org/2018/01/podcast-ideacast
20 mins
*Popular:
1. The Goal Digger (Jenna Kutcher)
https://podcast.jennakutcher.com/
2. Online Marketing Made Easy (Amy Porterfield)
https://www.amyporterfield.com/amy-porterfield-podcast/
Finance
The following Finance Podcasts offer insight on budgeting, business valuation, financial ratios,
and management accounting. Each series allows listeners to engage in a similar conversation of
how both successful and fallout careers managed large amounts of money, including the impacts
of their funding and other economic decisions such as production and consumption
1. The Morgan Stanley Ideas Podcast (Morgan Stanley)
This podcast series offers listeners revealing stories about the world of business, finance,
technology, and beyond. Each episode tackles an intriguing question (why do so many pro
athletes go broke?) or a persistent problem in the business world (can gender diversity carry a
bottom-line value?) and introduces experienced businessmen to share their viewpoint on the
inquiries.
https://www.morganstanley.com/ideas/morgan-stanley-ideas-podcast
Varies
2. Behind the Money (Fin. Times Journalists)
Behind the Money takes listeners inside the big business and financial stories of the moment
with reporting from Financial Times journalists around the world. These podcasts offer listeners
updated financial accounts weekly, continuously exposing "dirty money" and "bank
consolidation" acts that have been concealed from the public. Behind the Money would be
appreciated by business students wanting an inside perspective on how financial establishments
operate.
https://www.ft.com/behindthemoney
30 mins
3. Yahoo Finance (Yahoo)
Yahoo Finance is the largest business and financial news platform in the world. The Yahoo
Finance Podcast series, with host Alexis Christoforous, brings listeners in-depth and original
interviews with business leaders, industry experts and more. Financial news is discussed in great
detail in these popular podcasts. Conversation topics range from new successes on Wall Street to
analyzing the bad business culture of the Chicago Cubs.
https://finance.yahoo.com/topic/yahoo-finance-podcast/
45 mins
4. Financial Times (Fin. Times)
The following podcasts interview experts on the currencies market about the week ahead,
looking at the global political and economic factors driving the world's largest market. The host
of the Financial Times podcasts is foreign exchange correspondent Roger Blitz, who emphasizes
the importance of fund management and trading. Blitz speaks on making bonds, investing and
purchasing, along with how to react to economic slowdowns.
https://www.ft.com/podcasts
Varies
*Popular:
1. Bigger Pockets (Joshua Dorkin)
https://podcasts.apple.com/us/podcast/the-biggerpockets-real-estate-investing-podcast/id5944196
49
2. The Fizzle Show (Corbett Bar)
https://fizzle.co/show
3. The Financial Advisor Success Podcast (Fin. Advisor Success)
https://www.stitcher.com/podcast/michael-kitces-financial-advisor-success/financial-advisor-suc
cess
4. So Money Podcast (Entrepreneur Magazine)
https://podcasts.apple.com/us/podcast/so-money-farnoosh-torabi-stories-personal-finance-entrepr
eneurship/id955939085?mt=2
5. HERMoney (Jean Chatzky)
http://feeds.jeanchatzky.com/HerMoney
6. Mo' Money (Jessica Moorhouse)
https://jessicamoorhouse.com/podcast/
7. Slate Money
https://slate.com/podcasts/slate-money
Mixed Scholarly
The following podcasts cover a variety of topics
1. Women at Work (HBR)
Women at work is a series that contains conversations directed toward women in a workplace.
Episodes advise business women on how to relieve stress, the importance of joining a sisterhood,
and claiming credit for the recognition they deserve. This podcast is unique as it advocates for
women's rights in places of employment. By providing listeners with confidence and support,
Women at Work is a podcast that encourages women to lead with authenticity.
https://hbr.org/2018/01/podcast-women-at-work?utm_medium=email&utm_source=editorial&ut
m_campaign=women_at_work_s3_reg_20190415&deliveryName=DM34247
20-60 mins
2. Corner Office from Marketplace (Marketplace)
Corner Office from Marketplace supplies listeners with inside stories from business leaders that
are transforming the economy. This series is noteworthy for business students who are anxious
about their future, as it provides guidance on how to overcome a financial crisis as well as the
importance of bravery when facing a big market. Marketplace also has an interactive system
where listeners can ask specific questions. The interviews with business leaders are based off of
those questions, offering insight on why an event occurred or a solution to a problem. For
example, one episode covers "Why no Wall Street CEO went to jail after financial crisis."
https://podcasts.apple.com/us/podcast/corner-office-from-marketplace/id1012483992?mt=2&ign
-mpt=uo%3D4
10-40 mins
3. Planet Money (NPR)
Planet Money explores current economic issues regarding spent money that are given little
attention. Some examples include why copyrighting comedy is expensive, how students can sell
stock in themselves to pay for college, as well as why the tax lobby rejected an easier way to file
taxes. This podcast series is special in that it questions topics of currency that are very rarely
looked into. If you enjoy listening to a new, odd economic issue, Planet Money is a very reliable,
explanatory resource!
https://www.npr.org/podcasts/510289/planet-money
20 mins
Mixed Popular
The podcasts below offer a mix of the themes of innovation, entrepreneurship, marketing, and
finance in their series. Each podcast is recognized for being well known by the media and
listened to by over 100,000 people.
1. What's News (Wall Street Journal)
https://www.wsj.com/podcasts/whats-news
2. Best of Today Business (BBC Radio)
https://www.bbc.co.uk/programmes/p02nrtvg/episodes/downloads
3. Optimal Business Daily (OLD Network)
https://podcasts.apple.com/us/podcast/optimal-business-daily/id1180601694
4. Spend Culture Stories (Spend Culture)
https://www.stitcher.com/podcast/spend-culture-by-procurify
5. Business Model Sandbox (BMS)
https://podcasts.apple.com/us/podcast/business-model-sandbox/id1031716272
Find Three 3 Databases in the Business World
Source: https://libguides.lib.rochester.edu/bizguide
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