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Private companies do not have shares that are traded on a stock market and typically are not required to disclose their financial performance or other information. Because of this, finding information on these companies can be a challenge. Researching private companies often means you will have to use multiple resources.
The resources listed on this page can be used for a variety of purposes and often contain more than company financials.
The SEC’s EDGAR database provides free public access to corporate information, allowing you to quickly research a company’s financial information and operations by reviewing registration statements, prospectuses and periodic reports filed on Forms 10-K and 10-Q. You also can find information about recent corporate events reported on Form 8-K but that a company does not have to disclose to investors.
EDGAR also provides access to comment and response letters relating to disclosure filings made after August 1, 2004.
S&P Capital IQ provides both real-time and historical information on companies, markets, transactions, and people worldwide. Requires registering an individual account with a yale email address. Individuals that do not want to create an individual account can use S&P NetAdvantage for similar functionality.
Provides information on U.S. and international companies. Key features include current and historical financial statement data, annual reports, company histories, subsidiaries, joint ventures, supply chain information and the Investext collection of analyst reports that were previously only available in Thomson ONE.
Access to our largest collection of analyst reports on companies and industries, dating back to 1982. Coverage and availability will vary by the contributor. Will replace Thomson ONE in late 2020 .
Includes reports from the following top banks: JP Morgan; Morgan Stanley; Deutsche Bank; Credit Suisse; Barclays; Bank of America; Wells Fargo; RBC Capital Markets; UBS; HSBC; Nomura: Jefferies.
Not Available in Refinitiv Workspace: Research from Goldman Sachs or Citi. Requires users to register for an individual account. Learn more here.
Searchable directory of public and private U.S. and Canadian companies. Featuring 24+ million current records and 150+ million historical records (back to 2003). Can be used to create maps and charts of business locations.
Data Axle Reference Solutions limits the number of records that can be downloaded per search. For access to a deeper backfile of historic records (back to 1997) without download limits, try the InfoGroup Historical Business data, available via WRDS.
Directory of global business information that features access to private and public U.S and international business data, executive contact information, and industry research. Data is provided from D&B Hoovers.
Features real time data to research and analyze companies, PE & VC deals, funds, investors and service providers across the entire private investment lifecycle. Requires users to sign up for an accounting using a Yale email address. Commercial use is prohibited.
Users are limited to 10 downloads per day and 25 downloads per month. (1 download = 1 row of data on an Excel file). Accounts will automatically be reset annually on May 31.
Available at a designated terminal Marx Library. Reserve the terminal here.
Bloomberg provides proprietary environmental, social and governance (ESG) performance data. After login, type ESG to open the equity screening function.
Self-reported CSR and Environmental Data at the company level. Includes:
Investor CDP public data, 2010-2018
Supply chain CDP public data, 2010-2018
ASSET4 ESG data on Datastream
Provides company-level data on over 6500 public companies worldwide, including some of the largest companies in the US. There is a minimum of 4 years of data for most companies.
ASSET4 ESG is only accessible from the Datastream workstations available at Marx Library. Reserve the terminal here.
Includes an overall Rating that breaks down into underlying Pillar and Thematic Exposures and Scores. The Pillars and Themes are built on over 300 individual indicator assessments that are applied to each company’s unique circumstances. The data covers May 31,2018 to May, 29, 2020 in CSV file format.
Features market data, company financials and filings, transaction data, ESG data, analyst research, and more. Requires users to register for an individual account. Learn more here. Will replace Thomson ONE in 2021.