company financials: boston beer (nyse: sam) mergent online 1

1

Company Financials:Boston Beer (NYSE: SAM)

Mergent Online

2

Management Librarian in Troy

• Colette Holmes• Email: holmec@rpi.edu • Voice Mail: 518-276-8331• Folsom Library, 3rd floor North (341A)• Monday – Friday, 8:30 AM to 3:00 PM• Appointments Recommended

3

Passwords & Tech Help

– Your RCS Userid and Password– One sign on for most library services– Available from VCC Help Desk– Contact consult&rpi.edu

Sample Logon Window for Off-Campus Access

4

Ticker Symbols

• Identify publicly traded shares for – Specific Stock – Specific Market

Example: Boston BeerTicker: SAMExchange: NYSE

5

Ticker Symbol Look Up

• Google Ticker “Look Up” sites– Quicken ticker look up – Yahoo ticker look up

• Google Company’s Web Site

• “Ticker Symbol” article in Wikipedia

6

Public Companies

• Example – Boston Beer• Ticker Symbol - sam• Sells stock• Traded on stock exchange(s) - NYSE• Must report to SEC• Information is public record

7

Private Companies

• Example – Dunkin Donuts• Privately owned• Do not sell stock to public• Do not file with government• Very difficult to research

8

SEC Filings

• SEC = Securities and Exchange Commission• US Government Agency• Public companies must file with SEC:– Disclose financial and other types of information– Wealth of information in public domain– Added value to commercial databases such as

Mergent Online

9

SIC & NAICS Codes

• Numeric Codes Assigned to:– Companies (Both Public & Private)– Industries

• Example: – Boston Beer & Brewery Industry• NAICS 312120 (Breweries)• SIC 2082 (Malt Beverages)

• Codes are U.S. Based

10

SIC & NAICS Searches

• Helps collect and classify data• Searches by industry or company:– In Company Databases • Example: Mergent Online

– In Government Sources• Economic Census (Industries Only)

• SIC/NAICS vary across information sources

11

articles-journals tab

http://library.rpi.edu/setup.do

12

Alphabetized Database List

Click M for Mergent

13

Mergent Entry in Databases List

red r means licensed

14

Basic Search Page

Searches Symbol or Company Name

Searches Industry

Code

Target Audience

15

Basic Search for Ticker, SAM

Target Universe

Drop Down List Search Results

Enter Ticker Symbol, SAM.

16

Brief Search Result Display

Boston Beer Entry at Top. Click on it.

17

Boston Beer (NYS: SAM) Entry

Company Details Entry

Navigation Tabs

18

Company Details – Default Tab

19

Navigation Search Tabs

Navigation Tabs Are– Company Details– Executives– Company Financials– Equity Pricing– Reports– Filings– News– Competitors– Report Builder

We Will Focus On– Company Financials– Competitors– Report Builder

20

Company Navigation Tabs

21

Company Financials

Company Financials

Tab

Pull Down for

Financials

22

Customized Output - Basics

• Excel Downloads – From Search Results’ Page

• Company Analysis List - Up to 500– Build as You Go

• My Mergent Tools– Company Analysis List - Up to 500 companies– Executive List

23

Customized Output - Basics

My Mergent

Tools

Excel Download

Company Analysis List

24

More about Customized Reports

Report Builder Tab – Custom Reports

• One or More companies

– Report Wizard• Predefined Reports

– Comparison Reports for Peer Groups• SIC, NAICS, or MIC – Industry Codes

25

Report Builder Tab

Report Builder Tab

26

Mergent’s Calculated Ratios

Ratios Link

27

Mergent’s Ratio Categories

• Profitability• Liquidity• Asset Management• Per Share

May Also See in Other Company Info Sources • Other Categories such as Coverage, Operating, …

28

Ratios Categorized

Example Profitability Ratios

29

Mergent’s Competitors Tab

Create Competitor Report

30

Same Primary NAICS Another Route to Competitors

31

Primary NAICS Is 312120

32

Primary NAICS Search – US Companies

US Companies

PrimaryNAICS

312120

33

NAICS Search Results

NAICS “Competitors” Search111 Companies; 13 Public

34

Financial Ratios

• Library Pathfinder

• Ratio Books in Print in Folsom LibraryRMA Annual Statement Studies

Folsom Library, Circulation Desk, 3 Most Current YearsCall Number : Ref HF5681.B2 R6x

35

NAICS Ratios from RMA

• See RMA Statement Studies in Print at Folsom See RMA Annual Statement StudiesFolsom Library, Circulation Desk, 3 Most Current YearsCall Number : Ref HF5681.B2 R6x

• Example: NAICS 11140 Wheat FramingSample Financial Ratios from RMA Statement Study

• Financial Ratio Benchmarks Introduction– Good overview of ratios

36

Company Databases

• Mergent Online• LexisNexis Academic• Net Advantage• Business Source Premier• Business & Company Resource Center