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Company Financials:Boston Beer (NYSE: SAM)

Mergent Online

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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

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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

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Ticker Symbols

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

Example: Boston BeerTicker: SAMExchange: NYSE

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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

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Public Companies

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

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Private Companies

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

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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

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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

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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

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articles-journals tab

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

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Alphabetized Database List

Click M for Mergent

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Mergent Entry in Databases List

red r means licensed

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Basic Search Page

Searches Symbol or Company Name

Searches Industry

Code

Target Audience

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Basic Search for Ticker, SAM

Target Universe

Drop Down List Search Results

Enter Ticker Symbol, SAM.

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Brief Search Result Display

Boston Beer Entry at Top. Click on it.

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Boston Beer (NYS: SAM) Entry

Company Details Entry

Navigation Tabs

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Company Details – Default Tab

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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

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Company Navigation Tabs

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Company Financials

Company Financials

Tab

Pull Down for

Financials

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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

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Customized Output - Basics

My Mergent

Tools

Excel Download

Company Analysis List

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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

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Report Builder Tab

Report Builder Tab

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Mergent’s Calculated Ratios

Ratios Link

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Mergent’s Ratio Categories

• Profitability• Liquidity• Asset Management• Per Share

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

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Ratios Categorized

Example Profitability Ratios

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Mergent’s Competitors Tab

Create Competitor Report

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Same Primary NAICS Another Route to Competitors

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Primary NAICS Is 312120

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Primary NAICS Search – US Companies

US Companies

PrimaryNAICS

312120

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NAICS Search Results

NAICS “Competitors” Search111 Companies; 13 Public

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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

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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

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Company Databases

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