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MScSM @ UTM

Using BLOOMBERG for Company Research

Bloomberg logo

Bloomberg offers:

  • close-to-real-time and historical public company, industry, market and economic data;
  • charting and portfolio management applications;
  • real-time news from hundreds of sources, including Bloomberg's own newswire service, and
  • intelligence and market research licensed from hundreds of third-party suppliers.

Bloomberg is normally only available in the FLC on our three terminals. To request an account, please contact utm.lkcflc@utoronto.ca

 

To access Company research in Bloomberg, type the company's name or ticker symbol in the top search box (look for the blinking blue cursor) to locate your company.  Bloomberg will auto-suggest matches as you type.  Almost all companies will be listed under 'Securities'. 

Use the menu to drill down to various kinds of information about a company.  These may include:

  • DE: Descriptive company information
    • Click on the 'More...' at the end of the brief description to link to the full Hoover's profile
  • CN: News about the company
    • Use the yellow search-box to search for stories referencing a specific keyword
    • Use the filters above the headlines - 'Sources', 'All Dates', 'Language', 'Time' - to filter your search results
  • FA: Statement and ratio data, together with specialized ESG (environmental, social and governance) data
  • BRC:  Investment research reports that can be downloaded as PDFs
  • BICO: in-depth company profiles available from Bloomberg's Business Intelligence analysts
    • Only large companies are covered by BI

Using FACTSET for Company Research

 

FactSet is a database that offers:

  • close-to-real-time and historical public company, industry, market and economic data;
  • charting and portfolio management applications; and
  • private company and venture capital investment information.

FactSet is available in two versions:

  • FactSet Web can be accessed online.  For most students, this version will meet their needs
  • FactSet Workstation is similar to FactSet Web but must be downloaded onto your laptop.  It is only compatible with PCs.  Unlike FactSet Web, it includes an Excel plug-in with templates that can be used to streamline analysis and modelling.

Both versions require a FREE account. 

To request a FactSet Web version, please complete this form.

To request an FactSet Workstation account, please email utm.lkcflc@utoronto.ca with the following information:

  • Your first and last name
  • You University email address (e.g. joan.wong@mail.utoronto.ca)
  • Your expected date of graduation
  • Your program name

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When you have logged into FactSet, you will see a menu at the top of the screen that looks like this:

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Click on the 'Company/Security' tab and enter the name of the company you are researching in the search box on the left.  FactSet will auto-suggest matches for your company name.

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The left-hand vertical menu links to different kinds of information about a company.  This information includes:

  • Descriptive information, e.g. profile, history, structure, supply chain relationships, key executives
  • Price and securities information - current and historical
  • Financials - current and historical
  • Securities filings (if the company is publicly-traded) and investor presentations
  • Transactions, e.g. M&A, private or venture capital investments
  • Governance information
 

Other Databases for Company Research

These databases are licensed by the library and require a UTORid for access.

Use these databases to find:

  • company profiles
  • news about a company
  • investment research reports about a company
  • information about company brands or market share (consumer-facing sectors only)