Income Statement Financial Research

Hi all,

This semester I'm taking a class that allows me to pick a topic and quantitatively analyze it using software like Stata. I've decided to research the relationship between monetary policy and banks' interest and trading earnings.

I'm currently in the data collection process, and collecting the data for the monetary policy side has been simple, but getting data for banks earnings over time has been extremely laborious.

My current method has been to look up the company, say JPMorgan Chase, on sec.gov and painstakingly grab their quarterly data and put it in an excel sheet. I'm asking the community if anyone knows of a resource that consolidates financial statements over time and makes it easy to work with. I know there are data resources out there that require a subscription, but I'd like to avoid these since I don't have a lot of money as a student.

I appreciate your help!

 

It does not. Closest comp to EDGAR is its ugly Canadian cousin, Sedar. Certain international exchanges will post filings for their listed companies, but there are so many different exchanges that it's not a very effective way to look. Easiest way is to go straight to the company's website. If they are public, they will have a filings section. Or if you have Factset, capiq, Thomson or Bloomberg, just check the links for where they're sourcing the data for the company's financials.

 

Hi Neelesh

If it's a public company, which I assume it is, then try and locate a Bloomberg Terminal. Failing that, attempt to locate its recent SEC filings (e.g. 10-k's, 10-q's, and 8-k's) on the company website.

Bitch please, I love bananas! If you found my advice useful, hit me up with one.
 

I do not have access to Bloomberg terminal. It is a french listed company and I was looking for Excel format balance sheets and PnL. I know that it is in the annual report, but would have to manually type the same into excel. Anyway, thanks for the help people.

 

Try CapitalIQ or FactSet, but they are also subscription-based. Not sure if they would have foreign firm financials though. You always have to be careful when pulling from databases though, as you need to understand the settings they use (e.g., are you using the most recent financials or original financials).

 

Natus officiis velit est qui est expedita autem. Delectus ipsa nesciunt ea at quis. Dolorum id natus labore repudiandae quo. Aperiam minima consequatur et qui. Voluptate labore dolor ipsa in.

Ut fugiat nostrum asperiores quo pariatur. Ratione in dolorem suscipit facere fugiat commodi vel autem. Quaerat ex voluptatem et ratione. Doloremque qui nesciunt qui quibusdam. Consequatur est cupiditate perferendis. Et consequatur et voluptatem dolor id.

Veniam molestiae minima omnis minus voluptatem qui quisquam. Quia quod laudantium labore est aut voluptate. Et reiciendis quaerat quia atque. Laborum corporis consequatur ut et. Fuga impedit inventore recusandae autem a fuga dolorem accusamus.

Career Advancement Opportunities

June 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Perella Weinberg Partners New 98.9%
  • Lazard Freres 01 98.3%
  • Harris Williams & Co. 24 97.7%
  • Goldman Sachs 17 97.1%

Overall Employee Satisfaction

June 2024 Investment Banking

  • Harris Williams & Co. 19 99.4%
  • JPMorgan Chase 10 98.9%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 05 97.7%
  • Moelis & Company 01 97.1%

Professional Growth Opportunities

June 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.9%
  • Perella Weinberg Partners 18 98.3%
  • Goldman Sachs 16 97.7%
  • Moelis & Company 05 97.1%

Total Avg Compensation

June 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (22) $375
  • Associates (93) $259
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (69) $168
  • 1st Year Analyst (206) $159
  • Intern/Summer Analyst (149) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”