About Mergent Online

Mergent Online, a database accessible through UST Libraries, contains information on thousands of U.S. and international companies.

This interactive tutorial will introduce you to Mergent Online and show you how to use it to find financial data for a company.

Use the arrows below to navigate through this tutorial. You can also use the "contents" box at the top of this rectangle to navigate among different parts of the tutorial.

 

 

Click the "Next" arrow.

About Mergent Online

Mergent Online provides company information, including:

  • histories
  • executives
  • long term debt
  • properties
  • ownership
  • financial statements
  • financial ratios
 
 
Click the "Next" arrow.

Accessing Mergent Online

You would normally access Mergent Online from the Research>>Databases link on the Doherty Library homepage, or from a direct link on a Research Guide.

However, if you're on campus you should already be able to see the Mergent Online search page on the right side of this screen.

If you're off campus, you should see a screen asking for your CELT ID and password. Enter this information now to access Mergent Online. Then, click the "Next" arrow.

Finding a Company

Now you should be able to see the Mergent Online search page on the right side of your screen, whether you're on- or off-campus.

First, check the D&B Private Company Database box so that your search will include both public and private companies. All five boxes should be checked.

 Check all five boxes above the search box

Let's see what financial information we can find about the company Exxon Mobil Corporation.

You can search for a company 2 ways:

  • by name
  • by ticker symbol, which is the symbol the company uses for trading stock.

Let's assume that we don't know the ticker symbol for Exxon Mobil, so we'll search by name. Type Exxon in the "Company Search" box. Then, click the "Next" arrow.

Finding a Company

You should see several results when you type Exxon.  

Which of these results is the best match for the company we're researching?

 

Click the "Next" arrow.

Finding Company Financials

Click on Exxon Mobil Corp. This brings up the company's record. You'll see some basic company information in the top (light blue) part of the screen.

Take a moment to read through the headings on the blue tabs in the middle of the screen. Though this tutorial will only focus on Company Financials, you should see the other types of information that are available.

Since we're looking for financial information, click on the Company Financials tab.Then, click the "Next" arrow.

Finding Company Financials

Under the Company Financials tab, use the 3 drop-down boxes that are set to Annuals, Balance Sheet, and 5 Years/Quarters 

 image referred to above

to find Exxon Mobil's Quarterly Income Statement from 9/30/2012. You don't need to worry about the other drop-down boxes.

As you're looking, pay attention to the different reports and time periods available. Click the Refresh button once you've selected the options you want.

What is the Total Revenues & Other Income amount on Exxon Mobil's Quarterly Income Statement from 9/30/2012?

 

Click the "Next" arrow.

Finding Company Financials

You can change the options in the drop-down menus to look at other reports or time periods.

Remember to always click Refresh once you've selected the options you want.

 

Click the "Next" arrow.

More Features

Notice that there are other options, including profitability ratios, right under the Company Financials tab.

mergent options

Click on the Ratios option. 

What was Exxon Mobil's quarterly operating ROI% as of December 31, 2012?

 

 

Click the "Next" arrow.

More Features

If you have questions about how a ratio is calculated, simply mouse over the question mark symbols next to each ratio for more details.

mergent ratios

 

Click the "Next" arrow.

Need Extra Help?

Congratulations on finishing this tutorial!

You've now accessed Mergent Online, found a company, and located specific company financial information.

If you need further assistance, please Ask Us or visit the library’s website.

Guide adapted from Jessica Trinoskey at Butler University Libraries.

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