Company ratios and financials

A search for ebitda used to return no results. We have now added a new question

Where can I find financial ratios for companies?
and updated the related one
Where can I find company financials, e.g., balance sheets etc.?

These provide links to our subscription databases. Current values of the most common ratios are often available on finance websites.

Chinese data – CSMAR from GTA

We have access to Chinese Securities Market and Accounting Research (CSMAR) databases both through WRDS and direct from GTA. See:

Where can I get detailed information on the stock market and on accounting in China?

While worldwide databases, e.g. Thomson One Banker and Datastream, cover the Chinese market. GTA Data Online has a reputation for the quality and depth of its data. The data access is similar to WRDS in style.

Bankscope – worldwide banking data

Now that we have access to Bankscope from Bureau van Dijk, we have added a question and answer for this.

How do I find information on banks and banking?

Bankscope provides detailed financial, descriptive, ownership and rating information on over 29,000 public and private banks worldwide. It also provides country ratings from Fitch, Moody’s and Standard and Poor’s.

Training courses

Revised two answers providing details about library training courses.

Where can I find out about library training courses?

What training on business databases is available?

The general library training is provided by the MBS library service, with the Business Data Service providing the sessions in the specialist company and financial datanases.

In person training is complimented by online training from database suppliers, and the MBS library service’s module on Blackboard , MBS Library Services – Library Introduction.

Ownership data

Added three questions in Finance category to provide additional information about ownership data.

Ownership search results from www.mbs.ac.uk/bizlib247

The main resources are:

• Thomson 13F data from WRDS for US companies
• Thomson One Banker ownership module for worldwide companies
• Fame for UK and Irish companies
• Amadeus for large Eur0pean companies – Note the University of Manchester Library changed its subscription to Orbis, which has the largest companies worldwide, rather than Amadeus in May 2010.

Thomson One Banker ownership can be awkward to use because a maximum of 30 companies can be analysed at one time, there are download restrictions on the size of results, and the summary information is not available historically.

Googled: The End of the World As We Know It

Ken Auletta

Googled: The End of the World As We Know It

338.76102504252 - Eddie Davies Library

Beta values – for companies

See also newer post Betas and Company Research (Jan 2011)

Updated answer about historical beta values:

Where can I find historical betas?

There is also How do I find current betas for companies and/or industries?

The Datastream formula (851E) for historical beta is:

REGB#(LN#(X/LAG#(X,1M)),LN#(Y/LAG#(Y,1M)),60M)
where X is the index (e.g. S&PCOMP ), Y is the share id (e.g. 904818 for Boeing), REGB# is the regression beta function, and 60M is the number of months.

Using the expression in a request gives you the most flexibility, say to choose 3 rather than 5 years (36M rather than 60M).

Of course for fullest flexibility, you can get the data and do the regression yourself.

Analysts Estimates – (EPS estimates)

New question on earnings estimates (EPS) estimates:

Where can I find earnings estimates for companies?

The most used research database is I/B/E/S (IBES) from Thomson Financial. There is historical data (1970s for US companies) for EPS estimates, and more recently a wider range of data is available. The summary IBES data is available through Datastream and Thomson One Banker.

FactSet’s ExcelConnect is a nice easy-to-use database, but only runs on a few PCs.