Business Research Guide - UMass Amherst Libraries - Business Database Tutorials

Database Scope
Mergent Online delivers comprehensive reports on 11,000 U.S. public companies and 17,000 international public companies. Report types include Mergent Reports with 15 years of company financials, SEC filings, and Annual Reports. Use Advanced Search to create custom peer reports. Output reports in HTML, Word, Excel, or PDF format.

Getting Help
For help searching Mergent Online, contact J. Michael Davis at 413.545.6822, jmdavis@library.umass.edu. For immediate help, call the Reference Desk at 413.545.0150. For more information, visit the Mergent corporate website.

Locate Reports on a Single Public Company.

	On the opening search screen, called Basic Search, type a company name or ticker symbol in the Identifier search box, then click Search.
	On the Search Results screen - click the company name to view Company Details. Use the tab-based menu at the top of the Company Details screen to manage reports and data sets.
	To build a custom report from the Company Details screen, click the Create Reports tab, then select report categories. Click the Create Company Report button for output in PDF, Word, Excel, or HTML.

Search for Public Companies by Industry

	On the opening search screen, called Basic Search, type a NAICS or SIC code in search box #2 - the Classification search box.
	On the Search Results screen, click a company name to view Company Details. To compare several companies, select the check boxes. Then click the sentence at the top: Click here to add the currently selected companies.
	To view selected companies, Click Expand - located to the right of the Company Analysis List. Then select Create Comparison Report.
	The Comparison Report Criteria Selection Screen opens in a new window. In Box #2 - called Report Item Selection - select items one at a time from the drop-down menu. Click Add Report Item.

Search for Public Companies by Multiple Search Criteria

Advanced Search allows you to search by a range of textual and financial criteria, including geographic location, number of employees, stock exchange, balance sheet financials, industry codes, and business ratios.

	On the opening search screen, called Basic Search, click the green Advanced Search tab at the top of of the screen.
	On the Advanced Search screen, build a search by making selections in the three search boxes: Box #1. Select Target Universe: Limit to U.S. or international companies. Box #2. Select Data Category: Select categories and data points from the drop-down menus. Click Add. Box #3. Search Criteria. This box confirms your search statement. Click Run Search.
	On the Search Results screen, click a company name to view Company Details, or click the check boxes to to select multiple companies. Then click the sentence at the top: Click here to add the currently selected companies.
	To view selected companies, Click Expand - located to the right of the Company Analysis List. Then select Create Comparison Report.
	The Comparison Report Criteria Selection Screen opens in a new window. In Box #2 - called Report Item Selection - select items one at a time from the drop-down menu. Click Add Report Item.

Search SEC Filings (EDGAR)

	On the opening search screen, called Basic Search, click the green EDGAR Search tab at the top of the screen.
	On the EDGAR Search screen, search by company name or ticker symbol. Limit by date or SEC filing type. Then click SEARCH.


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