Finding Company and Industry Ratio Information Using Mergent

Finding Industry Ratios Using Mergent

1. From the Main Search Page (Basic search option) uncheck the databases that are not relevant to your search. For example, you may want to remove companies that are considered "inactive."
2. In the Classification Search box you will enter the industry code. If you do not know it, use the "code lookup."
3. Select the code you are going to use and enter the code number.
4. Beneath that you can also choose to search a particular exchange or limit your search by country.
5. Click "Search."
6. This will give you a list of companies. Use the checkboxes to select specific companies to compare or use the "All" option at the top of the list to compare all companies in an industry.
7. Select "Add Currently Selected Companies" or "Add All Companies" from the pulldown menu located at the top left below the Mergent Online logo.
8. Next go to the "My Mergent Tools" box on the far right side of the page. Click on the "+" (plus) sign and choose the "Company Analysis List" link. A new window will open.
9. Select "Company Comparison Report" at the top of the page just to the right of My Mergent Tools.
10. Click on the ">>" button to add all the companies at once or pick just the ones you want using ">".
11. Click "+" to expand selected data items (Corporate Information, Financials, or Ratios). Use the ">" button to add the data you chose to the "Report Items" box to the right. If you change your mind you can undo a selection by highlighting it and clicking "<".
12. Make sure to check the box for "Include Average" above the date ranges. This is what will give you the industry average.
13. Now, select a "Date range" for comparison. To compare multiple years, hold down the control key and click on the year(s) to be included in the report.
14. Results Format allows you to select years to be displayed across or down the page on the report.
15. Use the pulldown menu to Select a format: HTML, PDF, Word, or Excel options are available. Then click the "Create a Report" button.
16. You're Done!

This video from George Fox University will show you how to generate industry ratios using Mergent Online.