Welcome to the
in Mergent Online tutorial.
Mergent Online has many different types of business information. In this tutorial, we will focus on finding financial data ("financials") such as balance sheets, income statements, retained earnings, cash flow and important ratios.
Other tutorials demonstrate how to find other information in Mergent Online.
1. The Mergent Online homepage appears to the right of these instructions. Please look at it.
Note that there are two boxes.
You can search by the name of the company or by the ticker symbol.
1. Please enter the name "Ford"
in the Mergent search box.
Notice that many "Ford" companies are listed. We are interested in "Ford Motor Company", which is traded on the New York Stock exchange -
2. Click on
"Ford Motor Company"
[the (DE) stands for Delaware, the state in which Ford is incorporated]
Below the basic company information is a row of blue tabs. Right now, the Company Details tab at the left is selected.
1. Click the blue
"Company Financials" tab
The "As Reported" link is the default setting for financial data, but you can see that preliminary, standardized and restated data are also available.
1. Click the drop-down
menus. These menus control
Now let's look at the chart showing the data.
We'll begin by looking at the headings in the dark blue rows.
You'll see that
Now let's look at the balance sheet data in a different way.
1. Change "annuals" to
2. Change "5 years/quarters" to
3. Change "As reported scale" to
4. Click the button to
the right of the drop-down
Why is it important that you can change the currency and scale?
Changing the currency and scale enables you to compare financials from companies that report in different currencies and scales translating their numbers into a common currency and scale.
Now let's look at
1. Change "Balance Sheet" to
2. Click on
Look at the columns of numbers - you'll notice that some of the numbers are in parentheses ( )
Now look at the text (words) in the left column for the row with the number in parentheses ( ).
You'll see text like
Athough this is an INCOME statement, it still shows losses. You know that they are losses by the parentheses in the description at left and around the number itself.
Now let's look at "Retained Earnings" statements.
1. Change "Income Statements"
to "Retained Earnings"
Although this is an EARNINGS statement, it also shows "accumulated deficits" through the use of parentheses ( ) in the text on the left and the numbers on the right.
Now let's look at "Cash Flow".
1. Change "Retained Earnings"
to "Cash Flow"
Please note that in the "Cash Flow" report, parentheses ( ) are used for both GAINS and LOSSES, depending on the type of line item.
Ratios are important business reporting statistics.
1. Click the "Ratios" link
below the blue tabs
As in the previous screens, you can select annual or quarterly data.
Just remember to click the button after making your selection!
As you can see, there is a lot of ratio data available. You may not know what the abbreviations mean, or how the ratios are calcuated.
To find out what the ratio means and how it is calculated
1. Click on the to the left
of the ratio name
To find out exactly what numbers were used to calculate a particular statistic for a particular time period
2. click on the next to
You have completed the tutorial on finding company financials in Mergent Online.
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