Provides detailed information about U.S. and International public companies. Content includes: links to SEC EDGAR filings, current and archived company profiles and annual reports, historical financial and stock price data, financial ratios, equity research reports, and industry reports. **This resource will be replaced by Mergent Market Atlas in June 2025.
Private company data is harder to come by than public company data. These resources may help.
Workspace provides financial and economic data, news, equity reports, and company & industry analysis. Its international in scope and covers both public and private company information. Workspace is most often used for investment analysts’ reports, public company financials & filings, business news, economic indicators, stock prices, and data, and a variety of instruments (bonds, commodities, currencies, ETFs, futures, indexes, options and more). Unique content includes ESG data, performance forecasts & consensus estimates, deals & transactions (M&A, IPOs, venture capital & private equity). Download limit of 150 pages per day, reset daily at midnight local time. New users complete self-registration here - https://my.refinitiv.com/productregistration.html
Workspace is only available to UC San Diego students, faculty, and staff; only for non-commercial, academic research. It replaces ThomsonONE/Investext and Datastream, and now works across several browsers.
Register only once; otherwise login to Workspace using the main link. You may use web or desktop app version (includes the Workspace add-in for Excel), once you are registered.
These books provide background on understanding financial statements and using ratio analysis.