Company and Industry Research using Mergent WebReports

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Mergent WebReports is a comprehensive repository of company documents, annual reports, and industry reports.  Reports number approximately 300,000 documents covering 50,000 global companies from over 100 countries.  In addition to these documents, the Douglas & Judith Krupp library subscription also includes timely equity reports with analysts’ opinions and recommendations to buy, sell or hold selected stocks; and bond reports with issues details, issuer information and ratings provided by Standard & Poor’s, Moody’s, and Fitch.

Begin your company search by selecting the Company Search tab located at the top of the database landing page and typing in a company name or ticker symbol (for U.S. companies).  Retrieved information includes company details, a financial summary with 5 years of critical data, current equity pricing and analyst reports, current and historical annual reports and EDGAR filings, and current and historical bond reports.  The retrieved company page will also include a link to any related industry reports.  The span of historical coverage for annual reports varies with the company; IBM’s reports ranged from 1991-2010.

One of the strengths of Mergent WebReports is the ability to search historical company reports dating back to a company’s beginnings.  To use this database option, type in a company name and select a particular manual as a source (from among: Bank & Finance, Industrial, International, OTC Industrial, Public Utility, Transportation, OTC Unlisted or an Archives Supplement), and next choose a desired year (beginning with 1909).  For example, a search on International Business Machines retrieves a 1924 report with financial data back to 1918.  Reports contain a wealth of critical information that is difficult to find elsewhere–a brief company history with listings of important dates, a description of the business and property owned by the company, a listing of subsidiaries, company officers, a 3 year consolidated income statement and balance sheet, the company’s long-term debt and lines of credit, and an overview of its stock history.  Full listings for municipals are available by selecting the Municipal Manual.

Use the Industry Report Search tab to search the industry reports which cover 24 broad industries.  Selecting an industry retrieves reports organized by region (North America, Europe, Latin America, and Asia Pacific).  Each region is covered twice a year and searches can be limited to particular date ranges.  Reports are written from an investment viewpoint and contain information on the current environment, market trends & outlook, a sector overview and performance, and a discussion of the performance of leading companies within the sector.  Each report ends with details of Merger & Acquisition activity within the industry.

For help using Mergent WebReports to locate company or industry report, Ask a Reference Librarian!

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