business_financedata..

Business & Finance Data Business & Finance Data ResourcesResources

Guelph DRGGuelph DRG

February 2004February 2004

What We’ll CoverWhat We’ll Cover

TDR-available resourcesTDR-available resources OnlineOnline CD-ROM/in-houseCD-ROM/in-house

Statistics Canada/CANSIMStatistics Canada/CANSIM External Data (TDR-linked)External Data (TDR-linked) External Data (other)External Data (other) Some ScenariosSome Scenarios

How these resources can be usedHow these resources can be used

TDR-Available Resources TDR-Available Resources (online)(online)

Annual Survey of Manufactures (STC)Annual Survey of Manufactures (STC) 1983 – 19951983 – 1995 Number of workers, energy costs, materials Number of workers, energy costs, materials

costs, shipments, etc.costs, shipments, etc. By 2-digit SIC codeBy 2-digit SIC code Canada and provincesCanada and provinces Excel formatExcel format More current information available through More current information available through

CANSIM (e.g. tables 301-0003 & 301-0005)CANSIM (e.g. tables 301-0003 & 301-0005)


Products Shipped by Canadian Products Shipped by Canadian Manufacturers (STC)Manufacturers (STC) 1988 – 19961988 – 1996 Derived from Derived from Annual Survey of ManufacturesAnnual Survey of Manufactures Value and volume of products shippedValue and volume of products shipped By commodity (using Standard Classification of By commodity (using Standard Classification of

Goods and SIC codes)Goods and SIC codes) Canada and provincesCanada and provinces Excel formatExcel format More current information available through More current information available through

CANSIMCANSIM


Annual Retail Store Data (STC)Annual Retail Store Data (STC) 1999 – 20001999 – 2000 Derived from Annual Retail Store and Annual Derived from Annual Retail Store and Annual

Retail Chain surveysRetail Chain surveys Includes breakdown by industry, geography, Includes breakdown by industry, geography,

and type of storeand type of store Excel formatExcel format A new one any day now?A new one any day now?


Canadian Business Patterns (STC)Canadian Business Patterns (STC) 1997 – 20021997 – 2002 Number of business establishmentsNumber of business establishments

Various levels of geographyVarious levels of geography By industry (SIC/NAICS codes) and employee sizeBy industry (SIC/NAICS codes) and employee size

B2020 formatB2020 format


Small Area Business & Labour Data – Small Area Business & Labour Data – SABAL (STC)SABAL (STC) Years of coverage vary by table/data setYears of coverage vary by table/data set Compiled from a variety of data sources, both Compiled from a variety of data sources, both

business and social (largely STC-related)business and social (largely STC-related) Includes tables covering business, labour, tourism, Includes tables covering business, labour, tourism,

etc.etc. Various levels of geographyVarious levels of geography B2020 formatB2020 format


TSX database (TSX/CFMRC)TSX database (TSX/CFMRC) Date coverage varies with specific Date coverage varies with specific

stock/bond/index, but can go back through the stock/bond/index, but can go back through the 1950’s where available1950’s where available

Available daily or monthlyAvailable daily or monthly Provided on yearly basis – most recent data Dec 2002Provided on yearly basis – most recent data Dec 2002

Historical pricing and fundamental data variablesHistorical pricing and fundamental data variables Records = equities (common or non-common) Records = equities (common or non-common) Index = S&P/TSX Indexes (by index “number” – Index = S&P/TSX Indexes (by index “number” –

use use TSX Monthly ReviewTSX Monthly Review)) Now also available via ScholarsPortal (CHASS Now also available via ScholarsPortal (CHASS

interface)interface)

TDR-Available Resources TDR-Available Resources (in-house)(in-house)

Financial Performance Indicators for Financial Performance Indicators for Canadian Business (STC)Canadian Business (STC) Benchmarking product (company vs industry Benchmarking product (company vs industry

average)average) Medium and large businesses (revenue of $5 Medium and large businesses (revenue of $5

million and over)million and over) By industry (NAICS), mostly at 3-digit levelBy industry (NAICS), mostly at 3-digit level Rolling 3 years coverage (most current 2001YE)Rolling 3 years coverage (most current 2001YE) Run industry average report (ratios), balance Run industry average report (ratios), balance

sheet report (numbers), or enter company’s sheet report (numbers), or enter company’s numbers for comparisonnumbers for comparison


Small Business ProfilesSmall Business Profiles Benchmarking product (company vs industry Benchmarking product (company vs industry

average)average) Small businesses ($30,000 to $5 million)Small businesses ($30,000 to $5 million) By industry (NAICS), 2 to 5-digit levelBy industry (NAICS), 2 to 5-digit level Rolling 3 years coverage (most current Rolling 3 years coverage (most current

2000YE)2000YE) Industry averages (ratios) and balance sheet Industry averages (ratios) and balance sheet

items (numbers)items (numbers)


Industry Norms & Key Business Ratios Industry Norms & Key Business Ratios (Dun & Bradstreet) – UG only(Dun & Bradstreet) – UG only Rolling 3 years coverageRolling 3 years coverage Benchmarking product (company vs industry Benchmarking product (company vs industry

average)average) Inter-corporate Ownership (STC)Inter-corporate Ownership (STC)

Trace relationships between companies Trace relationships between companies Ownership, subsidiaries, etc.Ownership, subsidiaries, etc.

DatastreamDatastream Read Data Links!! Read Data Links!!

Statistics CanadaStatistics Canada

A plethora of business-related dataA plethora of business-related data Mostly at aggregate level (not firm level)Mostly at aggregate level (not firm level) Some recent examples:Some recent examples:

Quarterly Financial Statistics for EnterprisesQuarterly Financial Statistics for Enterprises Business Condition Survey: Canadian Business Condition Survey: Canadian

manufacturing industriesmanufacturing industries Monthly Survey of ManufacturingMonthly Survey of Manufacturing Industrial Product and Raw Materials Price Industrial Product and Raw Materials Price

IndexesIndexes Labour Force SurveyLabour Force Survey CPI, Leading IndicatorsCPI, Leading Indicators

CANSIMCANSIM

New subject listing on CHASS is most helpful!New subject listing on CHASS is most helpful! Alternatively, use E-STAT as an easy finding Alternatively, use E-STAT as an easy finding

methodmethod Benefits of E-STATBenefits of E-STAT

Undergrads, one-time usersUndergrads, one-time users Need single datapoints only, no manipulation of dataNeed single datapoints only, no manipulation of data Check to see what data will be retrievedCheck to see what data will be retrieved

Benefits of CHASSBenefits of CHASS Sophisticated usersSophisticated users Directly into the downloadDirectly into the download Need multiple datapoints for manipulationNeed multiple datapoints for manipulation

E-STAT Table of ContentsE-STAT Table of Contents

CHASS Subject ListCHASS Subject List

External Data (TDR-linked)External Data (TDR-linked)

Financial Statements/Securities FilingsFinancial Statements/Securities Filings SEDAR: Canadian; all required filings from SEDAR: Canadian; all required filings from

companies reporting to the OSCcompanies reporting to the OSC EDGAR: companies listed on U.S. exchanges (U.S., EDGAR: companies listed on U.S. exchanges (U.S.,

Canadian, other international); all required filings Canadian, other international); all required filings from companies reporting to the SECfrom companies reporting to the SEC

SEC Info*: commercial enterprise; includes EDGAR SEC Info*: commercial enterprise; includes EDGAR and SEDAR filings; nice searching capabilitiesand SEDAR filings; nice searching capabilities

CAROL*: international (largely European); annual CAROL*: international (largely European); annual reportsreports


Stock ExchangesStock Exchanges TSX, NYSE, NASDAQ, etc.TSX, NYSE, NASDAQ, etc. Provide short-term historical pricing histories Provide short-term historical pricing histories

for companies, indexes, etc.for companies, indexes, etc. Provide longer-term historical pricing chartsProvide longer-term historical pricing charts


Industry-SpecificIndustry-Specific Bank of CanadaBank of Canada

Exchange rates, interest rates, etc. downloadable Exchange rates, interest rates, etc. downloadable into Excelinto Excel

Weekly Financial StatisticsWeekly Financial Statistics publication in pdf format publication in pdf format Provides its financial data to StatsCan (CANSIM)Provides its financial data to StatsCan (CANSIM)

Federal Reserve: Federal Reserve: Exchange rates, interest rates, industrial production Exchange rates, interest rates, industrial production

and capacity utilization, etc. in ASCII or pdf formatsand capacity utilization, etc. in ASCII or pdf formats


Industry-Specific (con’t)Industry-Specific (con’t) Canadian Bankers Association:Canadian Bankers Association:

various banking-related statistics in pdf and Excel various banking-related statistics in pdf and Excel formatsformats

The Investment Funds Institute of Canada:The Investment Funds Institute of Canada: various mutual fund-related statistics in Excel formatvarious mutual fund-related statistics in Excel format

External Data (other)External Data (other)

CanCorp Financials – UG onlyCanCorp Financials – UG only Accessible from e-reference collection under Accessible from e-reference collection under

Company InformationCompany Information Over 12,000 Canadian companies – public, Over 12,000 Canadian companies – public,

private, and crownprivate, and crown Download financial information directly into Download financial information directly into

ExcelExcel Searchable by various data items for screening Searchable by various data items for screening

purposespurposes


FP AnalyzerFP Analyzer Part of the FP Advisor databasePart of the FP Advisor database Accessible from TRELLIS Accessible from TRELLIS

(financialpost.infomart.ca)(financialpost.infomart.ca) 1,400 public companies1,400 public companies Download financial information directly into Download financial information directly into

ExcelExcel


Mergent Online – UW/WLU onlyMergent Online – UW/WLU only Accessible from e-reference collection under Accessible from e-reference collection under

Company InformationCompany Information International coverage, including CanadianInternational coverage, including Canadian Approximately 10,000 public U.S. companiesApproximately 10,000 public U.S. companies Download financial information directly into Download financial information directly into

ExcelExcel Searchable by various data items for screening Searchable by various data items for screening

purposespurposes

Two ScenariosTwo Scenarios

1.1. I need to do a business plan for a product I need to do a business plan for a product that I’m developing.that I’m developing.

2.2. I’ve been given this company and I need I’ve been given this company and I need to find out how it compares to other to find out how it compares to other similar ones.similar ones.

Sample Resources – Sample Resources – Question 1: Business PlanQuestion 1: Business Plan

Demographics & EconomyDemographics & Economy CANSIMCANSIM

Aggregate Industry Information (comparisons & Aggregate Industry Information (comparisons & ratios)ratios)

Industry Norms & Key Business Ratios (D&B)Industry Norms & Key Business Ratios (D&B) Financial Performance Indicators/Small Business ProfilesFinancial Performance Indicators/Small Business Profiles Canadian Business Patterns Canadian Business Patterns

Industry Statistics (shipments, inventories, costs, Industry Statistics (shipments, inventories, costs, etc.)etc.)

CANSIMCANSIM Specific Industry ResourcesSpecific Industry Resources

Annual Retail DataAnnual Retail Data Market share/competitors (firm-level)Market share/competitors (firm-level)

company resourcescompany resources

Sample Resources – Sample Resources – Question 2: ComparablesQuestion 2: Comparables

Aggregate levelAggregate level Industry Norms & Key Business Ratios (D&B)Industry Norms & Key Business Ratios (D&B) Financial Performance Indicators/Small Financial Performance Indicators/Small

Business ProfilesBusiness Profiles Firm levelFirm level

Cancorp Financials/FP Analyzer/MergentCancorp Financials/FP Analyzer/Mergent TSX (against each other or against an index)TSX (against each other or against an index) DatastreamDatastream

Questions?Questions?

THE ENDTHE END

Sandra KeysSandra KeysLiaison Librarian, Accountancy & Liaison Librarian, Accountancy &

EconomicsEconomicsUniversity of WaterlooUniversity of Waterloo

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