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Finance

Get Started with Analyst Reports

Analyst Reports are sources of financial and industry data, often coupled with expert analysis to provide context. Roesch Library provides access to two databases with high-quality analyst reports: NetAdvantage and Mergent Online.

  • NetAdvantage is a leading source of high-quality equity analysis. The database includes equity reports for individual companies and entire industries as well as several types of investment research reports.
  • Mergent Online offers investment reports at the company and industry level.

This page provides instructions for locating analyst reports in both databases.

Reports in NetAdvantage

Company Research - Find Equity Reports for a Company

  1. Search for a publicly traded company
  2. Click on Investment Research in the side menu of the company profile

Market Research - Find Equity Reports for a Industry

  1. Hover over the Markets tab
  2. Click on an Industry 
  3. Find equity reports in the Investment Research section

Investment Research - Find Analyst Reports for a Publicly Traded Company

  1. Open the Research tab
  2. Enter a company's name or ticker symbol in the Symbol/Name search field
  3. Use the Report Type and Date Range filter to narrow results if desired
  4. Click Search

Investment Research - Find Analyst Reports for Industries

  1. Open the Research tab
  2. Click Advanced Search
  3. Use the Industries section to select or define an industry of interest
  4. Select Report Categories and Contributors
  5. Click Search

Reports in Mergent Market Atlas

ICB Industry Reports

  1. Click on the Reports tab
  2. Click Industry
  3. Select your industry and click Download

Company Analysis Reports

  1. Click on the Company tab
  2. Search for a company by name or ticker symbol
  3. Select the company of interest
  4. Click on Analysis
  5. Select the analysis of interest from the left side menu and view on screen or download the report pdf
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