Mergent Online

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Mergent Online

• Samantha E. Cabral
• Douglas Judith Krupp Library
• Bryant University
• Fall 2007

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Contact the Reference Desk

• Phone [phone]
• E-mail refdesk_at_bryant.edu
• Chat with a Reference Librarian ask your
  research questions via AIM, MSN, or Yahoo!
  messenger services.

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Library Contacts

• Colleen Anderson canderso_at_bryant.edu
• Paul Roske proske_at_bryant.edu
• Laura Kohl lkohl_at_bryant.edu
• Samantha Cabral scabral_at_bryant.edu
• Maura Keating mkeating_at_bryant.edu

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What is Mergent Online?

• Subject Coverage includes
• Company information
• Industry information
• Country information
• EDGAR filings
• Mergent Online is one of the many electronic
  databases (e-resources) that you have access to.
  It provides company, industry, and country
  information, all available in customized reports.

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How to Access Mergent Online

• To access Mergent Online simply go to the library
  homepage http//www.bryant.edu/bryant/library.jsp
  and select the Electronic Resources link on
  the left hand side of the page and scroll down to
  Mergent Online.

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Basic Company Search

• There are a number of options for searching
  within this database. The basic search page
  allows you to search for company information by
  either
• Company Name
• Ticker Symbol
• CUSIP (Committee on Uniform Securities
  Identification Procedures- an 8 digit number)
• Note To search for more than one company type
  in 2 or more company names or ticker symbols, and
  separate them by OR or by (,_) a comma and a
  space.
• Ex. Apple Computer OR Dell AAPL OR DELL
• Apple Computer, Dell AAPL, DELL

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Basic Industry Search

• To begin a basic search for industry information
  you can enter either
• SIC (Standard Industry Classification)
• NAICS (North American Industry Classification
  System)
• MIC (Mergent Industry Classification).
• If you do not know the industry classification
  number, first select which classification system
  you wish to look up and then use the use code
  lookup link. A box will pop-up with a listing
  of industries (you may have to enable your pop-up
  blocker). By selecting the to the left of
  the industry, a more specific area to each
  industry will appear, simply click on the area
  you are interested in and the classification
  numbers will automatically be entered into the
  search bar.

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Basic Industry Search Continued

• Once youve entered, or selected your industry
  numbers you may further limit your search by
  Index, such as the SP 500, NYSE, Dow, etc.
  and/or by Country. All of these limiting
  features are available in the drop down boxes
  below the search bar.

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Basic Country Search

• To locate data on a specific country simply
  select the country you need information on from
  the drop down box. A new window will open with a
  map of the country, along with statistical
  information about demographics, government, an
  economic overview, communication, transportation,
  stock exchange, filing practices, etc.

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EDGAR Search

• To search for an EDGAR report simply select the
  EDGAR search tab at the top of the page.

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EDGAR Search continued

• From this page you have a number of ways to find
  the report you are searching.
• Search company by name, ticker, central index
  key, or SIC
• Choose the filing date by date range, or
  specific date
• Select the filing type from a drop down box menu.

• Tip Use the tabs at the top of the EDGAR search
  page for help with EDGAR definitions and also
  EDGAR Filing Types for brief descriptions and
  definitions of terms and filing types.

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Equity Reports

• To retrieve an equity report on a company select
  the Equity Report tab from the Mergent Online
  default page. Search for your company by name,
  ticker, or CUSIP. Then select the Report link
  next to the company you are searching, a PDF
  document will be displayed with the report
  information.

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Customized Reports

• This database has a unique feature that allows
  you to create customized reports, which are
  available to print, display, or download in PDF,
  Word, Excel, and HTML formats. The next few
  slides will demonstrate how to
• Create a customized single company report using
  only the items you select to include
• Compare a single company to its industry or to
  its competitors
• Compare or rank two or more competitors

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Customized Single Company Report

• Begin by running a basic company search by name
  or ticker symbol. From the displayed
  information, select the create reports tab.
  The displayed page will default to custom
  reporting.

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Customized Single Company Report continued

• From here select the items you would like
  included in your company report, and then click
  on Create Company Report at the bottom of the
  page. From here you can select the format to
  display and print your information PDF, Word,
  Excel, HTML.

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Compare a Single Company to its
Industry/Competitor(s)

• Run a basic company search by name or ticker and
  click on the retrieved company name. From the
  displayed information, select the create reports
  tab. From the displayed page, select
  comparison reports and then compare against
  industry.

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Compare a Single Company to its
Industry/Competitor(s) Continued

• Select whether you wish to limit your analysis to
  a NAIC or SIC peer listing (the primary NAIC and
  SIC for each company is displayed on the company
  details page), and whether you want all worldwide
  competitors included, or just those from the
  companys target country. Also make sure to
  select the number of companies to compare in
  your report.

Note only revenues will be compared unless you
expand to include more items by clicking the
use extended report items box.
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Compare or Rank Two or More Competitors

• To compare two or more competitors you have two
  options for searching competitors for this
  report.
• 1.) Run a company name or ticker search,
  separating the company entities by OR or a
  (,_), comma and space. Then select your
  companies by clicking on the box in front of each
  company you want to include in your ranking.
• 2.) Run a classification search using SIC or
  NAIC, you may also limit to companies operating
  in the U.S. and/or traded on U.S. exchanges. At
  the displayed page, select the companies you wish
  to compare.

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Compare/Rank Two or More Competitors Continued

• To create the customized report for either option
  of searching check the boxes of the companies you
  wish to compare and click on click here to add
  the currently selected companies.

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Compare/Rank Two or More Competitors Continued

• Once youve added the companies youve selected
  to your search you will notice in the upper right
  hand corner of the screen that the company
  analysis list now has the number of items you
  have added . From here click on expand and
  select company comparison report (make sure
  your companies are checked to be selected).

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Compare/Rank Two or More Competitors Continued

• On the displayed page, in section 2, labeled
  report item selections, from the drop down
  boxes make choices to compare corporate
  information, financials, or ratios. Next select
  the appropriate sub-category items you would like
  to compare clicking on the add report item tab
  for each selection. You may add as many
  sub-category items for each category as you like,
  to your search. Select the years you wish to
  view and the result format, and click on create
  report.

Tip Your report can be downloaded into a .csv
extension format that works with Excel
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Dont Forget

• If you are having difficulty searching this or
  any other database please stop by the Reference
  Desk and a Librarian will help you with your
  search!