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Financial Research and Learning Lab

Screening

How to...

 Factiva

 BSC

 Passport

 IBIS World

 Statista

 PitchBook

 Cap IQ

 Factset

 Bloomberg

 Refinitiv

1. Filter

 

       


2. Screening

                 

Markets

How to find...

 Factiva

 BSC

 Passport

 IBIS World

 Statista

 PitchBook

 Cap IQ

 Factset

 Bloomberg

 Refinitiv

1. Historical stock prices

 

       

2. Historical index prices

3. A stocks' historical trading volume

 

 

4. A stock's price volatility

 

 

 

5. Historical T-Bill data

 

 

 

6. The YTM of a bond issue

 

 

 

 

7. Market data & averages

 

 

Industries

How to find...

 Factiva

 BSC

 Passport

 IBIS World

 Statista

 PitchBook

 Cap IQ

 Factset

 Bloomberg

 Refinitiv

1. An industry report

2. A company's sector/industry

3. Find the size of an industry

 

 

 

4. Find industry averages

5. Find comps

 

 

6. A peer analysis

7. Historical M&A deals data

 

8. An industry's SWOT analysis

 

 

 

 

 

Companies

How to find...

 Factiva

 BSC

 Passport

 IBIS World

 Statista

 PitchBook

 Cap IQ

 Factset

 Bloomberg

 Refinitiv

1. A company's financial statements

2. A company's revenue segments

3. A company's tax rate

 

4. A company's dividend payment

 

5. A company's capital structure information

 

6. A company's credit profile

 

7. A company's beta

8. A company's WACC

9. A company's credit rating

10. A company's financial ratios

11. A company's multiples

12. A company's peers/comps

13. A company's ESG ratings

14. Information on a company's corporate governance

15. A company's SWOT analysis

 

 

 

 

16. A company report