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FNCE-ACTG 4P03: Financial Analysis

Getting Started With Financial Analysis Research

Charging Bull by kdinuraj, on Flickr
Creative Commons Attribution 2.0 Generic License  by  kdinuraj 

This course guide is targeted at Brock University students enrolled in FNCE/ACTG 4P03 Financial Analysis and contains information to help you conduct research for your Term Project (or similar assignments).

Step 1: Choose a publicly listed company. The following links will take you to the directories of stocks listed on each of these exchanges.

Step 2: Identify matched firms as benchmarks. The following resources provide competitor listings.

  • Yahoo! Finance - Direct Competitors (e.g., MSFT)
  • Mergent Online (Library Database) - Consult the Competitors tab of the Company report.
  • Factiva (Library Database) - the company snapshot identifies a Peer Group based on the Dow Jones industry Classification. Choose Peer Comparison from the Company Snapshot menu to change or modify the peer comparison criteria.
  • S&P Capital IQ Platform (Library Database) - public company profiles list competitors as named by the company, the competitor, or by a third party.

COVID-19 Update & Bloomberg Disaster Recovery

  • Brock University students have been given free access (until September 22, 2022) to the web-based version of the Bloomberg Market Concepts online training and certification modules. Please see the Bloomberg Market Concepts page of this guide for further details.
  • Bloomberg Disaster Recovery has been set up by the Goodman School of Business which will enable remote access to Bloomberg Terminals for faculty or students who require access for teaching or research purposes.

New  Bloomberg Disaster Recovery

Information for GSB Faculty:

The Goodman School of Business is pleased to announce that 12 Disaster Recovery (DR) Terminals are available for school use to mitigate the loss of the Bloomberg Lab while Brock University remains in Brock 3 of the three stage reopening process. 

  • Access to the DR Terminals is available for both faculty and students needing terminal access to complete research or course work with all request approvals being handled directly by the Associate Dean’s office.
  • Please direct your requests for approval to nthongpapanl@brocku.ca
  • Registration for the DR Terminal is handled through the Bloomberg for Education Portal https://portal.bloombergforeducation.com/ (the same site used for access to Bloomberg Market Concepts). Step by step instructions are attached.
  • An online booking calendar for the shared DR Terminals is now available. 
  • When students request access please refer them to the University’s Guide to Academic Computing Behaviour

Database Demonstrations

Other Useful Guides

You may be interested in looking at these related research guides.