Answered By: Meghan Dolan
Last Updated: Oct 19, 2023     Views: 1730

Q.
Industries: financial analytical data and tools
Where can I find aggregate data on specific industries?

A.

An increasing number of databases are now available on the market to support the financial data analytical needs of bankers and financial professionals. Baker provides access to a number of the resources that aggregate financials to allow for not only a comparative analysis of a group of companies, but of entire industries overall as well.

A note about free financial portals on the web: At most financial firms the financials from free Web sites such as yahoo.finance.com and smartmoney.com are not considered authoritative. These free sites typically don't have near the amount of equity, debt and fund market data coverage or analytical features of the licensed services such as Bloomberg and Refinitiv Workspace.

Refinitiv Workspace

Bloomberg Professional
Vast array of stock, debt, funds and other market data as well as sophisticated analytical features.

Standard & Poor's RatingsDirect (available from Capital IQ)
Access to the credit research behind S&P ratings on a wide variety of debt issues from around the world. These reports can provide useful additional financial information on companies and industries.

Capital IQ
Data on public and private companies, investment firms, capital transactions, and people.

Print resources:

Mergerstat Review 
Check Harvard availability
Ref. HD 2741 .M48 in the Stamps Reading Room
Annual publication with data on mergers and acquisitions activity involving public and private U.S. companies and non-U.S. companies. Covers 25 years of summary M&A statistics, unit divestitures, management buyouts, and specific asset sales.

Ibbotson's Stocks, bonds, bills and inflation - SBBI Yearbook
Check Harvard availability
Ref. HG4915 .S68 in the Stamps Reading Room
Detailed historical analysis back to the 1920s of stock returns and market movements

Baker Library Research Guides:

Financial Markets Research Guide
This guide provides a list of all the resources available at Baker Library for financial analysis research.

Venture Capital & Private Equity Research Guide
A guide of resources at Baker Library available to uniquely support private equity research.