This video will demonstrate how to find current and historical financial information including key business ratios for companies using the database Mergent Online.

Video Transcript

This video will demonstrate how to find current and historical financial information including key business ratios for companies using the database Mergent Online.

From Mergent Online’s basic search page, we will use the company search box to search for a company name or stock symbol.

Mergent

 

Make sure the appropriate check boxes are selected. If a company is not publicly traded (or you are not sure) you may have to select the final check box marked “D&B Private Company Database” in order to get any results. It is also possible that smaller private companies will not be listed at all. Publicly traded companies will have more information listed within Mergent because they are legally required to report their financials.

Let’s look up the pharmaceutical company Pfizer as an example.

Notice several variations may come up. You can click the most appropriate result directly from the dropdown menu, or press the “GO” button to see all matching results. Once on the results page, we can limit our results to only private or only public companies. After clicking “Public Companies”, we can see that the second result is the only one listed as active, and we can also verify its stock ticker symbol (PFE), and that it trades on the New York Stock Exchange. Let’s click on this result.

mergent financials

Looking at this page we can see a lot of data about this company, including key executives, key financials, and even up to date company news. Across the top of the page are a list of tabs that provide further, detailed information. Since we are looking for the company’s key financial ratios, we will click on the tab marked “Company Financials”.

Next, we will see a set of sub-menu tabs. Let’s click the “ratios” tab. Here we will see all of the company’s key business ratios, such as Return on Assets (ROA%), Quick Ratio, Debt to Equity, etc.

Note that this information can be printed or downloaded to Excel format, in order to drill down into the numbers further. If a particular ratio isn’t provided, information to calculate it may be provided within the company’s other financial data.

This concludes our introduction to finding key business ratios for individual companies using the database Mergent Online. Remember, if you have any questions, please ask a librarian.