Guides: Finance: Fundamentals

Search the Business FAQ

Company Data

Bloomberg
Available at 7A and the Yablon Financial Resources Lab (rm 244). Bloomberg is a key source for current and historical pricing on equities, fixed income securities, foreign exchange and commodities, as well as indicative and fundamental data, customized analytics and business news.
FactSet
Available in Lippincott Library. Fundamental data is also available via WRDS.
PitchBook
Includes profiles of companies and investors with financial and deal information. Public company information is sourced from their parent company, Morningstar.
S&P Capital IQ
Profiles of public and private firms worldwide including financials, officers and directors, ownership, advisory relationships, transactions, securities, key developments, estimates, key documents, credit ratings and research, filings, news, comparables analysis and more.
LSEG Workspace (formerly Refinitiv Workspace)
Access to global company data, including financial statements, filings, stock prices, earnings estimates, deals, analyst reports, ESG ratings, and more. Covers a variety of asset classes
WRDS - Wharton Research Data Services
Wharton Research Data Services - WRDS is a comprehensive sources of financial, accounting, economic, management, marketing, banking, and insurance data. Important databasets for Finance include COMPUSTAT and CRSP.

Company identifier conversion

Look up a list of companies by name or ID with the S&P Capital IQ Pro Identifier Converter. The tool will try to match your submissions to S&P's companies database and return as many as five potential matches per submitted name/ID.

Requirements

Your S&P Capital IQ Pro account
Excel for Windows with the CapIQ Pro add-in
At least one accepted company identifier

Known accepted company identifiers:
(expand/collapse)

Company name, including an approximate or related name
MI Key
SPCIQ ID
Ticker symbol
ISIN
Trading Item ID / Ticker number
SEDOL
CUSIP (9 digits only)
Legal Entity ID (LEI)

Download the template

Open Excel.
From the ribbon menu, select S&P Cap IQ Pro > S&P Capital IQ Pro Data > Templates.
In the Template Library window that opens, use the Search Templates field to search the term identifier converter.
Use the Identifier Converter link to download the template file SPG_IdentifierConverter_v1.xlsm.

Run the converter

Open PG_IdentifierConverter_v1.xlsm in Excel. You may need to Enable Content and/or unblock macros if Excel displays warning messages.
Use the CLEAR DATA button to initialize the worksheet.
List your company identifiers (one per row) under Search Company Input (cell C40 and below).
Use the SEARCH RESULTS button to retrieve results.

Edit the template to return other entity-level values

(expand/collapse)

You can change the template’s behavior to return different fields from Capital IQ Pro.

Unhide columns O through BM.
Starting in cells AC67 through AH67, replace the field codes with other valid CapIQ Pro field codes.
Use the SEARCH RESULTS button to retrieve results.

Valid CapIQ Pro field codes include, but are not limited to,

SPCIQ ID*: SP_CIQ_ID
Ticker-Exchange*: SP_TICKER_EXCHANGE
Country / Region Name*: SP_COUNTRY_NAME
MI Key: SP_COMPANY_ID
ISIN: SP_ISIN
Trading Item ID: SP_TRADING_ITEM
Issue SEDOL: SP_SEDOL
Issue CUSIP (9 digits): SP_CUSIP
Legal Entity ID (LEI): SP_LEI
Tax Identification Number (TIN): SP_TAX_ID

*Default field

To find more codes,

Open Formula Builder.
Under DATA ITEMS, expand Company Details > Company Identification.
Select a field name.
Look under SELECTED FORMULAS to see its code.

Look up a list of companies (or people) by name with the SPCIQ Identifier Converter.

Submit name (includes related and approximate matches), ticker*, CIQ-ID, ISIN*, or CUSIP (6, 8, or 9 digits)*
* Companies lookup only
Return as many as five results per identifier for name, CIQ-ID, and more
Edit results to return additional fields (e.g.: GVKEY; ISIN; CIK)

Requirements:

Your S&P Capital IQ (CIQ) account
Excel (for Windows) with the CIQ Excel plug-in
At least one identifier (see above) for a company or person

Download the template:

Open Excel.
From the menu ribbon, select S&P Capital IQ > (Data) Templates > Get/Update Templates.
Expand and select SPCIQ Excel Plug-In Tools > SPCIQ Identifier Converter.xlsm.
Download.

Run the converter:

Select S&P Capital IQ > (Data) Templates > SPCIQ Excel Plug-In Tools > SPCIQ Identifier Converter to open the template.
Enter one or more identifiers (one per row) under Search Item Input (column AH).
Note: Start CUSIPs with ' to retain leading zeros.
Search.

Edit the template to return other entity-level values:

Run the converter as above.
Unhide columns to the left of column AG.
In the formulas (columns M through AF), replace each mention of a given IQ_... variable with your preferred CIQ variable (e.g.: IQ_GVKEY; IQ_ISIN; IQ_CIK).

Note: Do not Search again. The search button macro will reset your edited functions.

SPCIQ Identifier Converter showing a function in the process of conversion to a different identifier

Convert common company and/or security identifiers with WRDS (Wharton Research Data Services).

Explore the Linking Suite, search WRDS for converter or linking table, or start with highlights:

CUSIP: under Get Data > Compustat - Capital IQ > Tools > CUSIP Converter
- Submit 8 or 9 digit CUSIP
- Return 6, 8, or 9 digit CUSIP
CRSP/Compustat: under Get Data > CRSP > Annual Update > CRSP/Compustat Merged > Compustat CRSP Link; parallel tool under Quarterly Update; parallel tool under Monthly Update
- Submit GVKEY, PERMNO, PERMCO, ticker, CUSIP, CIK, or industry classification
- Return PERMNO, PERMCO, company name, ticker, CUSIP, CIK, and more
Exchange code: under Get Data > CRSP > Annual Update > Tools > Exchange Code Search; parallel tool under Quarterly Update
- Submit stock exchange
- Return PERMCO, CUSIP, ticker, company name, share code, and more
Historical Company Names of SEC Filers: under Get Data > SEC Analytics Suite by WRDS > SEC Linking Tables > Historical Company Names)
- Submit ticker, CIK, GVKEY, or CUSIP
- Return historical company name, ticker, GVKEY, CUSIP, and more
Court case (bankruptcy, civil, or criminal): under Get Data > Federal Judicial Center > WRDS Linking > FJC Compustat-CIK Link...
- Submit docket number, case key (bankruptcy only), GVKEY, or CIK
- Return docket number, case key (bankruptcy only), company name (civil only), GVKEY, or CIK, and more

PitchBook can accept your list of firms, compare features you provide with data in PitchBook's database, and suggest firm matches.

Log in to PitchBook
Along the left, choose My PitchBook > Upload a List
Follow the provided steps
Use your results in PitchBook's Advanced Search, or export to a CSV file to retain PitchBook firm identifiers for reference (e.g.: in WRDS)

Analyst reports

LSEG Workspace (formerly Refinitiv Workspace)
Use the ADVRES function to search for analyst reports.
Bloomberg
Use the command BRC to find reports about a specific company. Use the command RES to search across companies.

Business Research Librarian

Marcella Barnhart

Email Me

Contact:

Lippincott Library
Van Pelt/Dietrich Library Center
3420 Walnut Street
2nd floor, room 256
Philadelphia, PA 19104

215-898-8755

Subjects: Business, Finance, Management

Finance