Stationary at the top of
all company pages is a quick Company Summary with easy to find basic details
and a to add the company to your Company Analysis List.
·Address
·Phone
·Fax
·Company Website
·Incorporated (Date)
·IRS Number
·CUSIP
·Legal Counsel
·Transfer Agent
·Sector
·Industry (SIC)
·Industry (NAICS)
·Number of Employees
·Number of Shareholders
·Market Cap
·Revenue
·Net Income
·Dividend
·Dividend Yield
·EPS Basic
·EPS Diluted
·PE Ratio
Search Click this tab button
to return to the Basic Search page.
Search Results
Click this tab button to return to the Search
Results list of your most resent search.
Synopsis Pending
Change Company
If you would like to search for another company by name quickly, but do not
want to return to the search pages, simply type the companys name or ticker
symbol into the text box.A window will
automatically display as you type to show you the matches available for the
letters or names you type.Click on a
specific company to go directly to that companys page.
Recent Companies Click on the drop down menu to access a list of recently viewed
companies listed by their ticker symbols and exchanges.Click on any of the names in the list to
quickly return to that companys page.
Report
Builder
The
information available on the currently selected company is displayed in a
number of separate pages within the Company Details section of Mergent Online.
The Report Builder facility enables you to collect together a selection of
these pages into a formatted report. These reports can then be viewed on the
screen or downloaded for separate viewing or printing.
The
reports can be generated in Microsoft Word, Microsoft Excel, Adobe Acrobat PDF or
HTML format. The Excel format is, of course, most suitable for
numeric/financial data. The Word and PDF formats can be used for all data
forms. You will need the appropriate software installed on your computer to
view these report formats.
Note
(Technical) The Word format report is actually in RTF format and so can be
viewed in any version of Word. The Excel format report is in CSV format and can
be viewed in any version of Excel. This also means that these reports can be
opened in any other program that understands these formats. The PDF format
report can be viewed in any version of Adobe Acrobat Reader.
Reports
can be built in three ways:
1.Custom Report. Here you select the individual pages that will make
up the report
2.Report Wizard. Here you select one or more ready built report
formats and use a drag and drop system to organize the preset data sections
into an order that best suits you.
3.Comparison Reports. Here you can create a report that compares a
selected company with selected industry criteria.
Custom
Reports The
Custom Report page is always shown first. See Report
Wizard and Comparison
Report below
for further details on those pages.
In the Select
Data Items box, click
the next the category of interest (Company
Details, Pricing Information, Company Financials, Executives, and News)
to expand downward a list of sub-categories.
Select a sub-category item and click the > button to add the item to
the Report Items list box.
You can select more than one item at a time by
clicking on multiple data points before clicking the > button.Once you have all the items of
interested, then click >
and the batch items will add to your Report Items list box.
Repeat the above steps for any other item you wish to
add to the report.For a list of
all items available see the Custom Report Items List below.
You can choose to automatically add all available data
items by clicking the >>
button.
To remove an item from a report, select it in the Report Items list
box and choose the < button.
To remove all items at once click the << button.
Select a format from the Select a Format drop-down menu.
Microsoft Word
Microsoft Excel
Adobe Acrobat Reader
HTML
When ready, choose Create Report to start the
report generation process.
This will display a report in a window. A discussion of the features
available in this window is given below.
Viewing
the Report - The following features are
available in Custom Report window:
The report can be printed using the Print button
within the HTML report or the print feature in Word, Excel, or Acrobat
Reader.
When finished, choose the Close button to
remove the Report Window.
Report
Wizard With
the Report Wizard you may choose to create a report using pre-defined
batches of data.
oChoose
from a selection of pre-defined modules of data.Left click and drag the module of interest
while holding the left mouse button down to the Report Preview window. Drop the item onto the pages.
§Repeat the
process until all modules of interest have been included.
§Available
Modules Include:
§Company
Description
§Executive
Compensation
§Subsidiaries
§Financials
§Insider
Transactions
§Institutional
Holdings
§History
§3 Years of
End of Day Pricing
§As you add
modules, rearrange and reorder your data items as desired.
oWhen
finished, select a format by
clicking one of the icons for the desired file type in which you would like
your report to generate.
§Microsoft
Word
§Microsoft
Excel
§Adobe
Acrobat Reader
§HTML
Viewing
the Report - The following features are
available in Custom Report window:
The report can be printed using the Print button
within the HTML report or the print feature in Word, Excel, or Acrobat
Reader.
When finished, choose the Close button to
remove the Report Window.
·Comparison Reports Comparison Reports create reports which compare your currently
selected company against a number of competitors within the same industry by
using the industry average, the total
revenues of the companies, and a variety of company details.You can choose whether the peer list is based
on NAICS, SIC, or MIC codes and whether they are worldwide peers or peers
within the same country as your target company.
In the Peer Group Selection box you can choose
the Industry Classification code used to build the peer group and
the Scope of the peer group.
Classification
NAIC
SIC
MIC
Scope
Worldwide
Target Country (United States)
In the Select Comparison Report Type block,
select the group of companies against which you wish to compare the
currently selected company.
These can be all companies or the top or bottom 10, 25 or 50 companies, or
All Companies based on total revenues.
In the Report
Type section, click the radio button beside either List By Item or
List By Company to determine how the information in your report will be
organized.
List
By Item Will organize your report
by the items you select in the Report Item Selection Box and then compare
the companies in your report within each item.
List
By Company Will organize your report
by the companies being compared with each item you select in the Report
Item Select Box, keeping all items with their respective companies.
To ensure that only active companies are used in the
comparison report, be sure to check the box next to Active Companies Only
In the Report Item Selection box, click the next the category of interest (Corporate
Information, Financials, and Ratios) to expand downward a list of sub-categories.All items are listed alphabetically
under each category heading.
Select a sub-category item and click the > button to add the item to
the Report Items list
box.Note: A maximum of 30 items only may be chosen.
You can select more than one item at a time by
clicking on multiple data points before clicking the > button.Once you have all the items of
interested, then click >
and the batch items will add to your Report Items list box for you to organize.
Repeat the above steps for any other item you wish to
add to the report.For a list of
all items available see the Comparison Report Items List below.
To remove an item from a report, select it in the Report Items list
box and choose the < button.
To change the column position of an item in a report,
select it in the Report Item list box and choose the Move Up
or Move Down button.
Use the include average in heading check-box
to display the averages for the numerical valued data items you chose to
be displayed.
In the Which year(s)? drop-down menu you can
choose which years information is displayed for all the companies. Note: Only a maximum of two
years can be chosen to be displayed in the report
-To select individual years - Hold the Ctrl key on the keyboard and
single left click on each desired year. This will highlight the selected
years. -To select a range of years: Single click on
the first year then hold the Shift key on the keyboard and click
on the last year in the range to highlight them all.Note:
If you select more than two years you will receive an error message and
be asked to reselect your dates.
If multiple years are selected use the Result
Format options to choose how the report will be displayed:
Years Across:
The yearly values for each data item selected will be displayed in
consecutive columns across the report.
Years Down:
The report and selected data items will be broken up by year. The list
of companies will be repeated down the report where each list will be a
single year's worth of the values for the selected data items.
Select a format from the Select a Format drop-down menu.
Microsoft Word
Microsoft Excel
Adobe Acrobat Reader
HTML
When ready, choose Create Report to start the
report generation process.
This will display a report in a window. A discussion of the features
available in this window is given below.
Viewing
the Report - The following features are
available in Comparison Report windows:
If the report is longer than one page, you can move
between the pages using the Next and Previous buttons or by typing a
specific page number in the text box and clicking Go.
More report columns can be seen on the screen by
viewing it at a smaller scale. Use the View drop-down menu to
change the scaling.
The data in a report can be sorted on the values in
any column by using the arrowhead buttons next to the title of that
column.
The report can be printed using the Print button
within the HTML report or the print feature in Word, Excel, or Acrobat
Reader.
When finished, choose the Close button to
remove the Report Window.
At the right of each
page is the My Mergent Tools function. This enables you to add the
currently selected company to the Company Analysis List or add executives to
your Executive List. From the My Mergent Tools buttons you may also access the
Company and Executive Alerts options.See My
Mergent Tools for
more details of these.