Research Guides: Finance: Investment Analysis

Investment Analysis - Get Started

See the Companies - Pro Tips guide for more detailed information about researching analyst reports, equity pricing, ESG, ratios, etc.

Morningstar Investing Center
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Information on 20,000 stocks and mutual funds - allows screening using a variety of criteria. Provides access to Morningstar Rating for mutual funds and stocks. Includes Morningstar Analyst Reports on 1,000 stocks and 2,000 mutual funds.
This database has a five concurrent user limit. Please log off when you are finished.
Investext
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Analyst reports from investment banks, brokerage houses, and consulting firms. Topics include companies, industries, securities, mutual funds, and other instruments. Includes both current and historical reports
Note: Investext is accessed through Mergent Online; the link above will take you directly to the analyst reports search function.
Mergent BondViewer
US taxable and municipal fixed income data. On-demand access to wide-range of bond data including both issuer and bond level terms and condition data, US taxable bonds, municipal bonds, and retail notes.
Weiss Financial Ratings This link opens in a new window
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Information and ratings for stocks, mutual funds, ETFs, banks, credit unions, and insurance companies; consumer guides to various insurance products, annuities, health savings accounts, medicare, and elder care; financial literacy information on checking accounts, managing debt, making a budget, buying a car, renting an apartment, student loans, starting a 401 (k), understanding health insurance plans, planning for the future, and investing.
Wharton Research Data Services (WRDS)
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Wharton Research Data Services (WRDS) was developed by the Wharton School of the University of Pennsylvania for data management and research. Provides single-point access to over 350 terabytes of data across multiple disciplines, including Finance, Marketing, and Economics.

Purdue's WRDS instance includes access to the following databases and datasets: Bank Regulatory BoardEx Academic Research Data; CBOE Indexes; Compustat Capital IQ; Contributed Data; CRSP; DMEF Academic Data; Dow Jones ; FactSet; FAMA French & Liquidity Factors; IBES; IRI; Macro Finance Society; MFLINKS; MSRB; Nastraq; OTC Markets; Penn World Tables; Peters & Taylor Total Q; PHLX; Research Quotient; SAS Visual Analytics; SEC Order Execution; TAQ; Thomoson Reuters; TRACE; Zacks

*Undergraduate access may be approved on a case by case basis, but cannot be guaranteed.

Note: This resource requires you to create a user account